Oojeema Pro Sales Job Aids

Sales | Sales and Service Invoice | Receive Payments | Sales Module Aids

Sales Module Job Aids

Requirements before using Sales Module

• The user should setup the following Maintenance Module in order to proceed on using the Sales Module
  1. Customer
  2. Items
  3. Price List
  4. Tax
• For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
  1. Customers Job Aids
  2. Items Job Aids
  3. Price List Job Aids
  4. Tax 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 Receive Payment, Edit, Send, Download, Show its entries or Exit the Transaction
   
   
   

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

1. Under Main Menu, Click Sales
   
2. Under Sales Menu, Select a Sales Invoice that needs to receive its payments, click the drop-down button then choose Receive Payment
   
   
   
3. Under Receive Payment Menu, fill up the necessary fields and click Save
   
   
   

Cancelling Sales Invoice

1. Under Main Menu, Click Sales
   
2. Under Sales Menu, Select a Sales Invoice that needs to cancel, click the drop-down button then choose Cancel
   
   
   
   • Sales Invoice Reference No always starts with "SI"
3. Click Yes to proceed in cancelling the 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 then click Save
       
       
       
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 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
   
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 Receive Payment, Edit, Send, Download, Show its entries or Exit the Transaction

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 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
   
2. Under Sales Menu, Select a Sales Invoice that needs to receive its payments, click the drop-down button then choose Receive Payment
   
3. Under Receive Payment Menu, fill up the necessary fields and click Save
   
   
   
   • 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
   
2. Under Sales Menu, Select a Service Invoice that needs to cancel, click the drop-down button then choose Cancel
   
   • Service Invoice Reference No always starts with "SR"
3. Click Yes to proceed in cancelling the Invoice.
   

Managing Imports and Exports of Sales

Exporting Invoices

1. Under Main Menu, Click Sales
   
2. Under Sales 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 Sales

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

Receiving Payments on Sales Module

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