Setting Up Oojeema Prime

Users Group

Users Group maintenance screen allows the user to configure and add User on a specific group. This is also used to restrict specific modules that a specific user can use.

Creating Users Group

1. Click Maintenance then choose Users Group
2. Under Users Group Menu, click Add Users Group
3. Fill up the required fields then click Save. Notes: Fields with * are required to be filled up.

Position

The Position maintenance allows the users to configure the position of the other users that will be using the system.

Creating Position

1. Click Maintenance then choose Position
2. Under Position Menu, click Add Position
3. Fill up the required fields then Click Save.  Note: Fields with * are required to be filled up.

Importing Position

1. Click Maintenance then choose Position
2. Under Position Menu, click Options then choose Import Position
3. Download the Template provided in Step 1.
4. Fill up the information needed for each column of the template.
5. Upload the updated template then click Import to proceed

Users

Users maintenance screen allows the user to configure and add Users that can use their system.

Creating Users

1. Click Maintenance then choose Users
2. Under Users Menu, click Add Users
3. Fill up the required fields then click Save. Note: Fields with * are required to be filled up.

Importing Users

1. Click Maintenance then choose Users
2. Under Users Menu, click Options then choose Import Users
3. Download the Template provided in Step 1.
4. Fill up the information needed for each column of the template.
5. Upload the updated template then click Import to proceed

Chart of Accounts

The Chart of Account maintenance lists all the financial accounts included in the financial statements of a company. This maintenance module categorizes financial transactions that are conducted by the company during a specific accounting period.

Creating Chart of Accounts

1. Click Maintenance then choose Chart of Account
2. Under Chart of Accounts Menu, Click Add Chart of Account
3. Fill up the required fields then click Save. Note: Fields with * are required to be filled up

Importing Chart of Accounts

1. Click Maintenance then choose Chart of Account
2. Under Chart of Accounts Menu, Click Options then choose Import Chart of Account
3. Download the Template provided in Step 1.
4. Fill up the information needed for each column of the template. Note: There should be an existing Parent Account record in the system before importing Child Accounts.
5. Upload the updated template then click Import to Proceed

Account Codes

The Account Codes Maintenance screen allows users to configure accounting entry preferences for transactions. Note: Chart of Accounts must be setup in order to edit the Account Codes

Setting up Account Codes

1. Click Maintenance then choose Account Codes
2. Under Account Codes. The user can edit the Sales Account and Purchase Account of a specific Account code by clicking the drop-down arrow then click Save

ATC Codes

Alphanumeric Tax Codes or ATC Codes or ATCs are codes used to identify the type of tax that has to be paid. Note: Chart of Accounts must be set up in order to create and import ATC Codes.

Creating ATC Records

1. Click Maintenance then choose ATC Code
2. Under ATC Code Menu, Click Add ATC Code
3. Fill up the required fields then Click Save. Note: Fields with * are required to be filled up.

Importing ATC Records

1. Click Maintenance then choose ATC Code
2. Under ATC Code Menu, Click Options then choose Import ATC Code
3. Download the Template provided in Step 1.
4. Fill up the information needed for each column of the template.
5. Upload the updated template then click Import to Proceed

Tax

Tax Maintenance screen allows the user to configure and add tax types to be used on their transactions. Note: Chart of Accounts should be setup before creating or importing Tax Records

Creating Tax

1. Click Maintenance then choose Tax
2. Under Tax Menu, click Add Tax
3. Fill up the required fields then click Save. Note: Fields with * are required to be filled up.

Importing Tax

1. Click Maintenance then choose Tax
2. Under Tax Menu, click options then choose Import Tax
3. Download the Template provided in Step 1.
4. Fill up the information needed for each column of the template.
5. Upload the updated template then click Import to Proceed

Unit of Measure

Unit of Measure maintenance allows the user to configure and add Unit of Measure on the items.

Creating Unit of Measure

1. Click Maintenance then choose Unit of Measure
2. Under Unit of Measure Menu, click Add Unit of Measure
3. Fill up the required fields then click Save. Note: Fields with * are required to be filled up.

Item Class

The Item Class Maintenance screen allows the users to configure the item class to be used on categorizing their items.

Note: Chart of Accounts should be set up in order to add and import Item Class.

Creating Item Class

1. Click Maintenance then choose Item Class
2. Under Item Class Menu, click Add Item Class
3. Fill up the required fields then Click Save. Note: Fields with * are required to be filled up.

Importing Item Class

1. Click Maintenance then choose Item Class
2. Under Item Class Menu, click options then choose Import Item Class
3. Download the Template provided in Step 1.
4. Fill up the information needed for each column of the template.
5. Upload the updated template then click Import to Proceed

Item Type

Item Type Maintenance screen allows the users to configure and add item type on their items.

Creating Item Type

1. Click Maintenance then choose Item Type
2. Under Item Type Menu, click Add Item Type
3. Fill up the required fields then click Save. Note: Fields with * are required to be filled up.

Importing Item Type

1. Click Maintenance then choose Item Type
2. Under Item Type Menu, click options then choose Import Item Type
3. Download the Template provided in Step 1.
4. Fill up the information needed for each column of the template.
5. Upload the updated template then click Import to Proceed

Brand

Brand maintenance screen allows users to add and configure Brand for their items.

Creating Brand

1. Click Maintenance then choose Brand
2. Under Brand Menu, click Add Brand
3. Fill up the required fields then click Save. Note: Fields with * are required to be filled up.

Importing Brand

1. Click Maintenance then choose Brand
2. Under Brand Menu, click options then choose Import Brand
3. Download the Template provided in Step 1.
4. Fill up the information needed for each column of the template.
5. Upload the updated template then click Import to proceed

Item Master

Item Master Maintenance screen allows the users to configure and add items to be used on their transaction.

Creating Item Master

1. Click Maintenance then choose Item Master
2. Under Item Master Menu, click Add Item Master
3. Fill up the required fields then click Save.

Notes

• Fields with * are required to be filled up.
• When accounting entries are automatically created, it creates entries based on the defaulted accounting details for the Item. If no accounting detail is maintained in Item Master, it automatically uses the accounting details maintained for its Item Class.

Importing Item Master

1. Click Maintenance then choose Item Master
2. Under Item Master Menu, click options then choose Import Item Master
3. Download the Template provided in Step 1.
4. Fill up the information needed for each column of the template.
5. Upload the updated template then click Import to proceed

Bill of Materials

Bill of Materials maintenance allows the user to add Items that compose a Bundled Item.

Note: Item Master should be set up in order to create a Bill of Material record and there should be an Item record that is considered a Bundle in order to proceed.

Creating Bill of Materials

1. Click Maintenance then choose Bill of Materials
2. Under Bill of Materials Module, click Add New BOM
3. Fill up the required fields then click Save. Note: Fields with * are required to be filled up.

Warehouse

Warehouse maintenance screen allows the user to configure and add Warehouse to be used when adjusting, transferring stocks to be used on their transactions.

Creating Warehouse

1. Click Maintenance then choose Warehouse
2. Under Warehouse Menu, click Add Warehouse
3. Fill up the required fields then click Save. Note: Fields with * are required to be filled up.

Importing Warehouse

1. Click Maintenance then choose Warehouse
2. Under Warehouse Menu, click Options then choose Import Warehouse
3. Download the Template provided in Step 1.
4. Fill up the information needed for each column of the template.
5. Upload the updated template then click Import to proceed

Customer

Customer maintenance screen allows users to configure and add customers that will be used on their transactions.

Creating Customer

1. Click Maintenance then choose Customer
2. Under Customer Menu, click Add Customer
3. Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.

Importing Customer

1. Click Maintenance then choose Customer
2. Under Customer Menu, click Options then choose Import Customer
3. Download the Template provided in Step 1.
4. Fill up the information needed for each column of the template.
5. Upload the updated template then click Import to proceed

Supplier

Supplier maintenance screen allows the user to configure and add Supplier to be assigned when creating purchasing transactions

Creating Supplier

1. Click Maintenance then choose Supplier
2. Under Supplier Menu, click Add Supplier
3. Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.

Importing Supplier

1. Click Maintenance then choose Supplier
2. Under Supplier Menu, click Options then choose Import Supplier
3. Download the Template provided in Step 1.
4. Fill up the information needed for each column of the template.
5. Upload the updated template then click Import to proceed

Price List

Price List maintenance screen allows the users to configure the prices of the items to be used in their transaction

Creating Price List

1. Click Maintenance then choose Price List
2. Under Price List Menu, click Add Price List
3. Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.

Importing Price List

1. Click Maintenance then choose Price List
2. Under Price List Menu, click Options then choose Import Price List
3. Download the Template provided in Step 1.
4. Fill up the information needed for each column of the template.
5. Upload the updated template then click Import to proceed

Creating Master Price List

1. Click Maintenance then choose Price List
2. Under Price List Menu, Click Master Price List
3. Under Master Price List Menu, Click the Edit Icon to then Adjust the Prices
4. Click the Save Icon to Update the Prices

Importing Master Price List

1. Click Maintenance then choose Price List
2. Under Price List Menu, click Master Price List
3. Under Master Price List Menu, click Options then click Import Master List
4. Download the Template provided in Step 1.
5. Fill up the information needed for each column of the template.
6. Upload the updated template then click Import to proceed

Sales Person

Sales Person maintenance screen allows the user to configure and add Sales Person to be assigned on the transactions.

Creating Sales Person

1. Click Maintenance then choose Sales Person
2. Under Sales Person Menu, click Add Sales Person
3. Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.

Importing Sales Person

1. Click Maintenance then choose Sales Person
2. Under Sales Person Menu, click Options then choose Import Sales Person
3. Download the Template provided in Step 1.
4. Fill up the information needed for each column of the template.
5. Upload the updated template then click Import to proceed

Currency

The Currency Maintenance screen allows users to configure and add the currencies that will be used on their transaction.

Creating Currency

1. Click Maintenance then choose Currency
2. Under Currency Menu, click Add Currency
3. Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.

Exchange Rate

The Exchange Rate maintenance screen allows the users to configure the exchange rate from the base currency to a foreign currency.

Creating Exchange Rate

1. Click Maintenance then choose Exchange Rate
2. Under Exchange Rate Menu, click Add Exchange Rate
3. Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.

Proforma

The Proforma maintenance screen allows the user to configure proforma entries that can be used in transactions such as Accounts Payable, Accounts Receivable, etc.

Creating Proforma

1. Click Maintenance then choose Proforma
2. Under Proforma Menu, click Add Proforma
3. Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.

Importing Proforma

1. Click Maintenance then choose Proforma
2. Under Proforma Menu, click Options then choose Import Proforma
3. Download the Template provided in Step 1.
4. Fill up the information needed for each column of the template.
5. Upload the updated template then click Import to proceed

Bank

The Bank maintenance screen allows users to configure and add the Bank that they will use in a transaction.

Creating Bank

1. Click Maintenance then choose Bank
2. Under Bank Menu, click Add Bank
3. Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.

Importing Bank

1. Click Maintenance then choose Bank
2. Under Bank Menu, click Options then choose Import Bank
3. Download the Template provided in Step 1.
4. Fill up the information needed for each column of the template.
5. Upload the updated template then click Import to proceed