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Oojeema Pro Sales Job Aids

Revision as of 13:13, 17 June 2021 by Gelo (talk | contribs)

Sales Module Job Aids

Managing Sales Invoice
Creating Sales Invoice
  1. Under Main Menu, Click Sales
  2. Under Sales Menu, Click Create New Invoice then choose Sales Invoice
  3. Fill up the necessary fields on the Header Part
    • Take Note that the Customer field is required for this transaction
    • User can add a Customer under Customer field by clicking the Drop-down arrow then choose Add New Customer
      • . Make sure to fill up the required fields in order to create a Customer record
  4. Fill up the Item Field
    • Take Note that it requires at least one item in order for the transaction to proceed
    • User can add an Item under Item field by clicking the Drop-down arrow then choose Add New Item
      • Make sure to fill up the required fields in order to create an Item record
    • User can apply Discount by clicking the Discount field
      • Fill up the necessary fields under Discount Menu
  5. Click Save
    • User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
      • Save - the system will save the Invoice and will redirect the user to Sales Module Menu
      • Save and New - the system will save the Invoice and will redirect the user to Create Sales Invoice Menu
      • Save and Preview - the system will save the Invoice and will redirect the user on viewing the Invoice.
      • Save and Pay - the system will save the Invoice and will redirect the user on Receive Payments Menu
Viewing Sales Invoice
  1. Under Main Menu, Click Sales
  2. Under Sales Menu, Select a Sales Invoice that needs to view its Details, click the drop-down button then choose View
    • Sales Invoice Reference No always starts with "SI"
  3. Under view Invoice, the user has an option to exit the view or edit the Invoice.
Editing Sales Invoice
  1. Under Main Menu, Click Sales
  2. Under Sales Menu, Select a Sales Invoice that needs to update its Details, click the drop-down button then choose Edit
    • Sales Invoice Reference No always starts with "SI"
  3. Update the necessary fields
  4. Click Save
    • User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
      • Save - the system will save the Invoice and will redirect the user to Sales Module Menu
      • Save and New - the system will save the Invoice and will redirect the user to Create Sales Invoice Menu
      • Save and Preview - the system will save the Invoice and will redirect the user on viewing the Invoice.
      • Save and Pay - the system will save the Invoice and will redirect the user on Receive Payments Menu
Receiving Payments on Sales Invoice
Cancelling Sales Invoice
Managing Service Invoice
Creating Service Invoice
  1. Under Main Menu, Click Sales
  2. Under Sales Menu, Click Create New Invoice then choose Service Invoice
  3. Fill up the necessary fields on the Header Part
    • Take Note that the Customer field is required for this transaction
    • User can add a Customer under Customer field by clicking the Drop-down arrow then choose Add New Customer
      • . Make sure to fill up the required fields in order to create a Customer record
  4. Fill up the Item Field
    • Take Note that it requires at least one item in order for the transaction to proceed
    • User can add an Item under Item field by clicking the Drop-down arrow then choose Add New Item
      • Make sure to fill up the required fields in order to create an Item record
    • User can apply Discount by clicking the Discount field
      • Fill up the necessary fields under Discount Menu
  5. Click Save
    • User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
      • Save - the system will save the Invoice and will redirect the user to Sales Module Menu
      • Save and New - the system will save the Invoice and will redirect the user to Create Service Invoice Menu
      • Save and Preview - the system will save the Invoice and will redirect the user on viewing the Invoice.
      • Save and Pay - the system will save the Invoice and will redirect the user on Receive Payments Menu
Viewing Service Invoice
  1. Under Main Menu, Click Sales
  2. Under Sales Menu, Select a Service Invoice that needs to view its Details, click the drop-down button then choose View
    • Service Invoice Reference No always starts with "SR"
  3. Under view Invoice, the user has an option to exit the view or edit the Invoice.


Editing Service Invoice
  1. Under Main Menu, Click Sales
  2. Under Sales Menu, Select a Service Invoice that needs to update its Details, click the drop-down button then choose Edit
    • Service Invoice Reference No always starts with "SR"
  3. Update the necessary fields
  4. Click Save
    • User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
      • Save - the system will save the Invoice and will redirect the user to Sales Module Menu
      • Save and New - the system will save the Invoice and will redirect the user to Create Sales Invoice Menu
      • Save and Preview - the system will save the Invoice and will redirect the user on viewing the Invoice.
      • Save and Pay - the system will save the Invoice and will redirect the user on Receive Payments Menu


Receiving Payments on Service Invoice
Cancelling Sales Invoice


Managing Imports and Exports of Sales
Exporting Invoices
Importing Sales
Receiving Payments on Sales Module


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