Discussion
No categories assigned

Oojeema Pro Purchase Job Aids

Revision as of 12:40, 18 June 2021 by Gelo (talk | contribs)

Purchase Module Job Aids

Managing Purchase No.
Creating Purchase Transaction
  1. Under Main Menu, Click Purchase
    Pro Purchase Module (Create) - Step 01.png

  2. Under Purchase Menu, Click Create New Purchase
    Pro Purchase Module (Create) - Step 02.png

  3. Fill up the necessary fields on the Header Part
    Pro Purchase Module (Create) - Step 03.png

    • 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
      Pro Purchase Module (Add Vendor) - Step 01.png

      • Make sure to fill up the required fields in order to create new Vendor.
        Pro Purchase Module (Add Vendor) - Step 02.png

  4. Fill up the Item Field
    Pro Purchase Module (Create) - Step 04.png

    • 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
        Pro Purchase Module (Add 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 has an option to apply the withholding task by clicking the dropdown arrow on the Withholding tax field.
      Pro Purchase Module (Withholding Tax) - Step 01.png

  5. Click Save
    Pro Purchase Module (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 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
    Pro Purchase Module (Create) - Step 01.png
  2. Under Purchase Menu, Select a Purchase Transaction that needs to view its Details, click the drop-down button then choose View
    Pro Purchase Module (View) - Step 02.png

  3. Under view Purchase, the user has an option to Issue Payment, Edit, Show its entries or Exit the Transaction
    Pro Purchase Module (Edit) - Step 03.png

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

  3. Update the necessary fields
    Pro Purchase Module (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 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
Printing Purchase Transaction
  1. Under Main Menu, Click Purchase
    Pro Purchase Module (Create) - Step 01.png
  2. Under Purchase Menu, Select a Purchase Transaction that needs to print its Details, click the drop-down button then choose Print
    Pro Purchase Module (Print) - Step 02.png

Issuing Payment on Purchase Transaction
  1. Under Main Menu, Click Purchase
    Pro Purchase Module (Create) - Step 01.png
  2. Under Purchase Menu, Select a Purchase Transaction that needs to issue its payments, click the drop-down button then choose Issue Payment
    Pro Purchase Module (Issue Payment) - Step 02.png

  3. Under Issue Payment Menu, fill up the necessary fields and click Save
    Pro Purchase Module (Issue Payment) - Step 03.png

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

  3. Click Yes to proceed in cancelling the Purchase Transaction
    Pro Sales Invoice (Cancel) - Step 03.png

Managing Imports and Exports of Purchase
Exporting Purchases
  1. Under Main Menu, Click Purchase
    Pro Purchase Module (Create) - Step 01.png
  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
    Pro Purchase Module (Create) - Step 01.png
  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
    Pro Purchase Module (Create) - Step 01.png
  2. Under Purchase Menu, Click Issue Payments
    Pro Purchase Module (Import) - Step 02.png

  3. Fill up the necessary fields and choose the Purchase Transactions that needs to be paid
    Pro Purchase Module (Issue Payments) - Step 03.png

  4. Click Save


Retrieved from "https://docs.oojeema.com/index.php?title=Oojeema_Pro_Purchase_Job_Aids&oldid=4101"