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Oojeema Pro Sales Job Aids

Revision as of 14:52, 17 June 2021 by Gelo (talk | contribs)

Sales Module Job Aids

Managing Sales Invoice
Creating Sales Invoice
  1. Under Main Menu, Click Sales
    Pro Sales Invoice (Create) - Step 01.png

  2. Under Sales Menu, Click Create New Invoice then choose Sales Invoice
    Pro Sales Invoice (Create) - Step 02.png

  3. Fill up the necessary fields on the Header Part
    Pro Sales Invoice (Create) - Step 03.png
    • 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
      Pro Sales Invoice (Create Customer) - Step 01.png
      • Make sure to fill up the required fields in order to create a Customer record
        Pro Sales Invoice (Create Customer) - Step 02.png

  4. Fill up the Item Field
    Pro Sales Invoice (Create) - Step 04.png
    • 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
      Pro Sales Invoice (Create Item) - Step 01.png

      • Make sure to fill up the required fields in order to create an Item record
        Pro Sales Invoice (Create Item) - Step 02.png

    • User can apply Discount by clicking the Discount field
      Pro Sales Invoice (Applying Discount) - Step 01.png
      • Fill up the necessary fields under Discount Menu
        Pro Sales Invoice (Applying Discount) - Step 02.png

  5. Click Save
    Pro Sales Invoice (Create) - Step 05.png

    • User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
      Pro Sales Invoice (Save Option) - Step 01.png

      • 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
    Pro Sales Invoice (Create) - Step 01.png
  2. Under Sales Menu, Select a Sales Invoice that needs to view its Details, click the drop-down button then choose View
    Pro Sales Invoice (View) - Step 02.png

    • Sales Invoice Reference No always starts with "SI"
  3. Under view Invoice, the user has an option to Receive Payment, Edit, Send, Download, Show its entries or Exit the Transaction
    Pro Sales Invoice (View) - Step 03.png

Editing Sales Invoice
  1. Under Main Menu, Click Sales
    Pro Sales Invoice (Create) - Step 01.png
  2. Under Sales Menu, Select a Sales Invoice that needs to update its Details, click the drop-down button then choose Edit
    Pro Sales Invoice (Edit) - Step 02.png

    • Sales Invoice Reference No always starts with "SI"
  3. Update the necessary fields
    Pro Sales Invoice (Edit) - Step 03.png

  4. Click Save
    • User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
      Pro Sales Invoice (Save Option) - Step 01.png
      • 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
  1. Under Main Menu, Click Sales
    Pro Sales Invoice (Create) - Step 01.png
  2. Under Sales Menu, Select a Sales Invoice that needs to receive its payments, click the drop-down button then choose Receive Payment
    Pro Sales Invoice (Receive Payments) - Step 02.png

  3. Under Receive Payment Menu, fill up the necessary fields and click Save
    Pro Sales Invoice (Receive Payments) - Step 03.png

Cancelling Sales Invoice
  1. Under Main Menu, Click Sales
    Pro Sales Invoice (Create) - Step 01.png
  2. Under Sales Menu, Select a Sales Invoice that needs to cancel, click the drop-down button then choose Cancel
    Pro Sales Invoice (Cancel) - Step 02.png

    • Sales Invoice Reference No always starts with "SI"
  3. Click Yes to proceed in cancelling the Invoice.
    Pro Sales Invoice (Cancel) - Step 03.png

Managing Service Invoice
Creating Service Invoice
  1. Under Main Menu, Click Sales
    Pro Sales Invoice (Create) - Step 01.png
  2. Under Sales Menu, Click Create New Invoice then choose Service Invoice
    Pro Sales Service Invoice (Create) - Step 01.png

  3. Fill up the necessary fields on the Header Part
    Pro Sales Invoice (Create) - Step 03.png
    • 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
      Pro Sales Invoice (Create Customer) - Step 01.png
      • . Make sure to fill up the required fields in order to create a Customer record
        Pro Sales Invoice (Create Customer) - Step 02.png
  4. Fill up the Item Field
    Pro Sales Invoice (Create) - Step 04.png
    • 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
      Pro Sales Invoice (Create Item) - Step 01.png
      • Make sure to fill up the required fields in order to create an Item record
        Pro Sales Invoice (Create Item) - Step 02.png
    • User can apply Discount by clicking the Discount field
      Pro Sales Invoice (Applying Discount) - Step 01.png

      • Fill up the necessary fields under Discount Menu then click Save
        Pro Sales Invoice (Applying Discount) - Step 02.png

  5. Click Save
    Pro Service Invoice (Create) - Step 05.png

    • User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
      Pro Sales Invoice (Save Option) - Step 01.png
      • Save - the system will save the Invoice and will redirect the user to Service 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
    Pro Sales Invoice (Create) - Step 01.png
  2. Under Sales Menu, Select a Service Invoice that needs to view its Details, click the drop-down button then choose View
    Pro Sales Invoice (View) - Step 02.png
    • Service Invoice Reference No always starts with "SR"
  3. Under view Invoice, the user has an option to Receive Payment, Edit, Send, Download, Show its entries or Exit the Transaction

Pro Service Invoice (View) - Step 03.png

Editing Service Invoice
  1. Under Main Menu, Click Sales
    Pro Sales Invoice (Create) - Step 01.png
  2. Under Sales Menu, Select a Service Invoice that needs to update its Details, click the drop-down button then choose Edit
    Pro Sales Invoice (Edit) - Step 02.png
    • Service Invoice Reference No always starts with "SR"
  3. Update the necessary fields
    Pro Service Invoice (Edit) - Step 03.png

  4. Click Save
    • User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
      Pro Sales Invoice (Save Option) - Step 01.png
      • Save - the system will save the Invoice and will redirect the user to Service 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
Receiving Payments on Service Invoice
  1. Under Main Menu, Click Sales
    Pro Sales Invoice (Create) - Step 01.png
  2. Under Sales Menu, Select a Sales Invoice that needs to receive its payments, click the drop-down button then choose Receive Payment
    Pro Sales Invoice (Receive Payments) - Step 02.png
  3. Under Receive Payment Menu, fill up the necessary fields and click Save
    Pro Service Invoice (Receive Payments) - Step 03.png

    • Take note that the user has an option to Receive Payment, Edit, Send, Download, Show its entries or Exit the Transaction
Cancelling Sales Invoice
  1. Under Main Menu, Click Sales
    Pro Sales Invoice (Create) - Step 01.png
  2. Under Sales Menu, Select a Service Invoice that needs to cancel, click the drop-down button then choose Cancel
    Pro Sales Invoice (Cancel) - Step 02.png
    • Service Invoice Reference No always starts with "SR"
  3. Click Yes to proceed in cancelling the Invoice.
    Pro Sales Invoice (Cancel) - Step 03.png


Managing Imports and Exports of Sales
Exporting Invoices
  1. Under Main Menu, Click Sales
    Pro Sales Invoice (Create) - Step 01.png
  2. Under Sales Menu, Click Options then choose Export Invoice
    Pro Sales Module (Export) - Step 02.png
    • Take note that the user has an option to use the record filters for precise exporting of records
      Pro Sales Module (Export) - Step 02.1.png


Importing Sales
  1. Under Main Menu, Click Sales
    Pro Sales Invoice (Create) - Step 01.png
  2. Under Sales Menu, Click Options then choose Import Sales
Pro Sales Module (Import) - Step 02.png
Receiving Payments on Sales Module