Oojeema Pro Purchase Job Aids

Purchase Module Job Aids

Managing Purchase No.

Creating Purchase Transaction

1. Under Main Menu, Click Purchase
2. Under Purchase Menu, Click Create New Purchase
3. Fill up the necessary fields on the Header Part
   • Take Note that the Vendor field is required for this transaction
   • User can add a Vendor under Vendor field by clicking the Drop-down arrow then choose Add New Vendor
4. Fill up the Item Field
   • Make sure to fill up the required fields in order to create an Item record
     • 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
   • User has an option to apply the withholding task by clicking the dropdown arrow on the Withholding tax field.
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 Purchase Transaction and will redirect the user to Purchase Module Menu
     • Save and New - the system will save the Purchase Transaction and will redirect the user to Create Purchase Menu
     • Save and Preview - the system will save the Purchase Transaction and will redirect the user on viewing the Purchase Transaction.
     • Save and Pay - the system will save the Purchase Transaction and will redirect the user on Issue Payments Menu

Viewing Purchase Transaction

1. Under Main Menu, Click Purchase
2. Under Purchase Menu, Select a Purchase Transaction that needs to view its Details, click the drop-down button then choose View
3. Under view Purchase, the user has an option to Issue Payment, Edit, Show its entries or Exit the Transaction

Editing Purchase Transaction

1. Under Main Menu, Click Purchase
2. Under Purchase Menu, Select a Purchase Transaction that needs to update its Details, click the drop-down button then choose Edit
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

Printing Purchase Transaction

1. Under Main Menu, Click Purchase
2. Under Purchase Menu, Select a Purchase Transaction that needs to print its Details, click the drop-down button then choose Print

Issuing Payment on Purchase Transaction

1. Under Main Menu, Click Purchase
2. Under Purchase Menu, Select a Purchase Transaction that needs to issue its payments, click the drop-down button then choose Issue Payment
3. Under Issue Payment Menu, fill up the necessary fields and click Save

Cancelling Purchase Transaction

1. Under Main Menu, Click Purchase
2. Under Purchase Menu, Select a Purchase Transaction that needs to cancel, click the drop-down button then choose Cancel
3. Click Yes to proceed in cancelling the Purchase Transaction

Managing Imports and Exports of Purchase

Exporting Purchases

1. Under Main Menu, Click Purchase
2. Under Purchase Menu, Click Options then choose Export Invoice
   • Take note that the user has an option to use the record filters for precise exporting of records

Importing Purchases

1. Under Main Menu, Click Purchase
2. Under Sales Menu, Click Options then choose Import Purchase
3. Download the Template in the Link provided
4. Fill out the Template
5. Attach the Template then Click Import.

Issuing Payments on Purchase Module

1. Under Main Menu, Click Purchase
2. Under Purchase Menu, Click Issue Payments
3. Fill up the necessary fields and choose the Invoices that needs to be paid
4. Click Save