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<!-- MODULE TITLE -->
<h1 style="
<div style="background-color: #005A9C; border: 2px solid #003E73; padding: 15px; border-radius: 8px; text-align: left; margin-top: 20px;">
   font-size: 2rem;
   <h1 style="margin: 0; color: #FFFFFF; font-size: 24px;">Procurement Module</h1>
   font-weight: 700;
</div>
   background: linear-gradient(90deg, #6366f1, #a855f7);
 
   -webkit-background-clip: text;
<!-- SUBSECTION HEADING -->
   -webkit-text-fill-color: transparent;
<div style="background-color: #1C61A1; border: 2px solid #134A7C; padding: 12px; border-radius: 6px; text-align: center; margin-top: 20px;">
   text-align: center;
   <h2 style="margin: 0; color: #FFFFFF; font-size: 20px;">Undefined Item Request</h2>
   margin-bottom: 1.5rem;">
</div>
   qASA <span style="font-weight: 500;">(Quick and Simple Accounting)</span>
 
</h1>
<!-- ACTION TITLE -->
<div style="background-color: #EAF3FB; border: 2px solid #C5D8EC; padding: 10px; border-radius: 6px; text-align: center; margin-top: 15px;">
   <h3 style="margin: 0; color: #1C3F5F; font-size: 18px;">Creating PR Transaction</h3>
</div>
 
<!-- STEP TITLE -->
<div style="background-color: #F5F9FC; border-left: 6px solid #0078D7; padding: 10px; border-radius: 4px; margin-top: 10px;">
  <h4 style="margin: 0; color: #2c3e50; font-size: 16px;">Create Purchase Request</h4>
</div>
 
[[File:1.jpg|center|frameless|1000px]]
 
<ol>
  <li>Go to the <b>Procurement</b> section.</li>
  <li>Navigate to the <b>Purchase Request</b> module.</li>
</ol>
 
 
[[File:image 2.jpg|center|frameless|1000px]]
 
<ol start="3">
  <li>Click <b>New Record</b> or press <b>Ctrl + N</b>.</li>
</ol>
 
 
[[File:Image-03.jpg|center|frameless|1000px]]
 
<ol start="4">
  <li>Enter the new item to purchase.</li>
  <li>A <b>validation message</b> will appear; click <b>'Yes'</b> to proceed with the new product.</li>
</ol>
 
 
[[File:4.jpg|center|frameless|1000px]]
 
<ol start="6">
  <li>Enter the <b>Quantity</b> to be purchased.</li>
</ol>
 
 
[[File:image 5.jpg|center|frameless|1000px]]
 
<ol start="7">
  <li>Select the <b>unit</b> from the list.</li>
  <li>Choose the <b>required date</b> (defaulted to 7 days after the prepared date).</li>
  <li>Select the <b>project</b> for which the item is needed.</li>
  <li>Enter the name of the requester in the <b>Request By</b> field.</li>
  <li>Choose the requesting <b>Department</b>.</li>
  <li>Provide any <b>Remarks</b> for additional details.</li>
  <li>Click <b>'Save'</b>.</li>
</ol>
 
 
<!-- STEP TITLE -->
<div style="background-color: #F5F9FC; border-left: 6px solid #0078D7; padding: 10px; border-radius: 4px; margin-top: 10px;">
  <h4 style="margin: 0; color: #2c3e50; font-size: 16px;">Check PR</h4>
</div>
 
[[File:image 6.jpg|center|frameless|1000px]]
 
<ol>
  <li>Select the purchase request transaction tagged as <b>For Checking</b>.</li>
  <li>Double-click the transaction to open the entry form, review the details, and have it checked by the <b>authorized personnel</b>.</li>
</ol>
 
 
[[File:7.jpg|center|frameless|1000px]]
 
<ol start="3">
  <li>To <B>check</B> the transaction, click the check icon displayed on the right side of the field</b>.</li>
  <li>A <b>validation message</b> will appear; click <b>'Yes'</b> to check the transaction.</li>
</ol>
 
 
[[File:8.jpg|center|frameless|1000px]]
 
<ol start="5">
  <li>A <b>login credentials</b> dialog will appear. Enter your login credentials. </li>
</ol>
 
 
<!-- STEP TITLE -->
<div style="background-color: #F5F9FC; border-left: 6px solid #0078D7; padding: 10px; border-radius: 4px; margin-top: 10px;">
  <h4 style="margin: 0; color: #2c3e50; font-size: 16px;">Approve PR</h4>
</div>
 
[[File:9.jpg|center|frameless|1000px]]
 
<ol>
  <li>Select purchase request transaction tagged as <b>For Approval</b>. </li>
  <li>Double-click the transaction to open the entry form, review the details, and have it checked by the <b>authorized personnel</b>.</li>
</ol>
 
 
[[File:10.jpg|center|frameless|1000px]]
 
<ol start="2">
  <li>To <b>approve</b> the transaction, click the check icon displayed on the left side of the field.</li>
  <li>A <b>validation</b> message will appear; click <b>Yes</b> to approve the transaction.</li>
</ol>
 
 
[[File:11.jpg|center|frameless|1000px]]
 
<ol start="4">
  <li>A <b>login credentials</b> dialog will appear. Enter your login credentials. </li>
</ol>
 
 
<!-- STEP TITLE -->
<div style="background-color: #F5F9FC; border-left: 6px solid #0078D7; padding: 10px; border-radius: 4px; margin-top: 10px;">
   <h4 style="margin: 0; color: #2c3e50; font-size: 16px;">Print and Export PR Form</h4>
</div>
 
 
[[File:12.jpg|center|frameless|1000px]]
 
<ol>
  <li>Checked and/or Approved </li>
  <li>Once checked and/or approved, a label will appear below the <b>Checked</b> by and  <b>Approved</b> by field showing the checking and/or approval date.</li>
  <li>Click <b>Save</b> or <b>Save & Print</b>.</li>
</ol>
 
 
[[File:13.jpg|center|frameless|1000px]]
 
<ol start="4">
  <li>Click <b>Export</b> to export the file in excel or pdf format. Click <b>Print</b> to generate a printed copy of the transaction.</li>
</ol>
 
 
<!-- ACTION TITLE -->
<div style="background-color: #EAF3FB; border: 2px solid #C5D8EC; padding: 10px; border-radius: 6px; text-align: center; margin-top: 15px;">
   <h3 style="margin: 0; color: #1C3F5F; font-size: 18px;">PR to Canvass</h3>
</div>
 
<!-- STEP TITLE -->
<div style="background-color: #F5F9FC; border-left: 6px solid #0078D7; padding: 10px; border-radius: 4px; margin-top: 10px;">
  <h4 style="margin: 0; color: #2c3e50; font-size: 16px;">Create Canvass</h4>
</div>
 
[[File:14.jpg|center|frameless|1000px]]
 
<ol>
  <li>Go to the <b>Procurement</b>.</li>
  <li>Navigate to the <b>Canvass module</b>.</li>
</ol>
 
 
[[File:15.jpg|center|frameless|1000px]]
 
<ol start="3">
  <li>Click <b>Browse Purchase Request (Browse PR)</b>.</li>
</ol>
 
 
[[File:16.jpg|center|frameless|1000px]]
 
<ol start="4">
  <li>Select an item from the <b>checked purchase request list</b>, then <b>double-click</b> to proceed with the canvass transaction.</li>
</ol>
 
 
[[File:17.jpg|center|frameless|1000px]]
 
<ol start="5">
  <li>Review the <b>populated details</b> and make any necessary modifications. Specify the <b>Project Phase</b> and <b>Project Description</b>.</li>
  <li>Click the <b>Add Supplier button</b>.</li>
  <li>In the Canvass Info entry form, select the <b>supplier(s)</b> and confirm the quantity to be purchased. Enter the <b>Unit Price</b>, and select the <b>currency</b> (defaulted to the currency set in the company profile). Enter any additional <b>Remarks</b>. </li>
  <li>Click <b>Save</b> or <b>Save & Print</b>.</li>
</ol>
 
 
<!-- STEP TITLE -->
<div style="background-color: #F5F9FC; border-left: 6px solid #0078D7; padding: 10px; border-radius: 4px; margin-top: 10px;">
  <h4 style="margin: 0; color: #2c3e50; font-size: 16px;">Check Canvass</h4>
</div>
 
[[File:18.jpg|center|frameless|1000px]]
 
<ol>
   <li>Select Canvass transaction tagged as <b>For Checking</b>. </li>
  <li>Double click the transaction to open the entry form, review the details, and have it checked by the authorized personnel.</li>
</ol>
 
 
[[File:19.jpg|center|frameless|1000px]]
 
<ol start="3">
  <li>To check the transaction, click the check icon displayed on the right side of the field.</li>
  <li>A <b>validation message</b> will appear; click <b>Yes</b> to check the transaction.</li>
</ol>
 
 
[[File:20.jpg|center|frameless|1000px]]
 
<ol start="5">
  <li>A <b>login credentials</b> dialog will appear. Enter your login credentials. </li>
</ol>
 
 
<!-- STEP TITLE -->
<div style="background-color: #F5F9FC; border-left: 6px solid #0078D7; padding: 10px; border-radius: 4px; margin-top: 10px;">
  <h4 style="margin: 0; color: #2c3e50; font-size: 16px;">Aprrove Canvass</h4>
</div>
 
[[File:21.jpg|center|frameless|1000px]]
 
<ol>
  <li>Select canvass transaction tagged as <b>For Approval</b>. </li>
  <li>Double-click the transaction to open the entry form. </li>
</ol>
 
 
[[File:22.jpg|center|frameless|1000px]]
 
<ol start="3">
  <li>To <b>approve</b> the transaction, click the check icon displayed on the left side of the field.</li>
  <li>A <b>validation message</b> will appear; click <b>Yes</b> to approve the transaction..</li>
</ol>
 
 
[[File:23.jpg|center|frameless|1000px]]
 
<ol start="5">
  <li>  A <b>login credentials</b> dialog will appear. Enter your login credentials. </li>
</ol>
 
 
<!-- STEP TITLE -->
<div style="background-color: #F5F9FC; border-left: 6px solid #0078D7; padding: 10px; border-radius: 4px; margin-top: 10px;">
  <h4 style="margin: 0; color: #2c3e50; font-size: 16px;">Print and Export Canvass</h4>
</div>
 
[[File:24.jpg|center|frameless|1000px]]
 
<ol start="5">
  <li>Once checked and/or approved, a label will appear below the  <b>Checked by</b> and  <b>Approved by</b> field showing the checking and/or approval date.</li>
  <li>Click <b>Save</b> or <b>Save & Print</b>.</li>
</ol>
 
 
[[File:25.jpg|center|frameless|1000px]]
 
<ol>
  <li>To print the form, click the <b>Print</b> button.</li>
  <li>To export the form in excel or pdf file format, click the <b>Export</b> button. </li>
</ol>
 
 
<!-- STEP TITLE -->
<div style="background-color: #F5F9FC; border-left: 6px solid #0078D7; padding: 10px; border-radius: 4px; margin-top: 10px;">
  <h4 style="margin: 0; color: #2c3e50; font-size: 16px;">Register New Item</h4>
</div>
 
[[File:26.jpg|center|frameless|1000px]]
 
<ol>
  <li>Select canvass transaction tagged as <b>Approved</b>. </li>
  <li>Double-click the transaction to open the entry form.</li>
</ol>
 
 
[[File:27.jpg|center|frameless|1000px]]
 
<ol start="3">
  <li>Click <b>Register Item</b>. </li>
  <li>The item entry form will display with the required initial details pre-filled. Please enter any additional item information. </li>
</ol>
 
 
[[File:28.jpg|center|frameless|1000px]]
 
<ol start="5">
  <li>Click <b>Accounting Info</b></li>
  <li> Select the <b>ATC Code</b> for the item. Choose the appropriate <b>Book</b> for the purchase journal entry. The corresponding journal entry details will display; review the account information and make any modifications to the set entries.</li>
  <li>Click <b>Save</b></li>
</ol>
 
 
<!-- SUBSECTION HEADING -->
<div style="background-color: #1C61A1; border: 2px solid #134A7C; padding: 12px; border-radius: 6px; text-align: center; margin-top: 20px;">
  <h2 style="margin: 0; color: #FFFFFF; font-size: 20px;">OUT-OF-STOCK ITEM REQUEST</h2>
</div>
 
<!-- ACTION TITLE -->
<div style="background-color: #EAF3FB; border: 2px solid #C5D8EC; padding: 10px; border-radius: 6px; text-align: center; margin-top: 15px;">
   <h3 style="margin: 0; color: #1C3F5F; font-size: 18px;">Creating PR Transaction</h3>
</div>
 
<!-- STEP TITLE -->
<div style="background-color: #F5F9FC; border-left: 6px solid #0078D7; padding: 10px; border-radius: 4px; margin-top: 10px;">
  <h4 style="margin: 0; color: #2c3e50; font-size: 16px;">Create Purchase Request</h4>
</div>
 
[[File:1.jpg|center|frameless|1000px]]
 
<ol>
  <li>Go to the <b>Procurement</b> section.</li>
  <li>Navigate to the <b>Purchase Request</b> module.</li>
</ol>
 
 
[[File:2.jpg|center|frameless|1000px]]
 
<ol start="3">
  <li>Click <b>New Record</b> or press <b>Ctrl + N</b>.</li>
</ol>
 
 
[[File:29.jpg|center|frameless|1000px]]
 
<ol start="4">
  <li>Search and select the requested <b>item(s)</b>.</li>
  <li>Enter the <b>Quantity</b>.</li>
</ol>
 
[[File:30.jpg|center|frameless|1000px]]
 
<ol start="6">
  <li>Select the <b>unit</b> from the list. </li>
</ol>
 
 
[[File:31.jpg|center|frameless|1000px]]
 
<ol start="7">
  <li>Choose the <b>Date Required</b>. It is defaulted to 7 days after the prepared date.</li>
  <li>Select the <b>Project</b> for which the item is needed.</li>
  <li>Select the requesting person in the <b>Requested by</b> field.</li>
  <li>Click <b>Save</b></li>
</ol>
 
 
<!-- STEP TITLE -->
<div style="background-color: #F5F9FC; border-left: 6px solid #0078D7; padding: 10px; border-radius: 4px; margin-top: 10px;">
   <h4 style="margin: 0; color: #2c3e50; font-size: 16px;">Check PR</h4>
</div>
 
[[File:6.jpg|center|frameless|1000px]]
 
<ol>
  <li>Select the purchase request transaction tagged as <b>For Checking</b>.</li>
  <li>Double-click the transaction to open the entry form.</li>
</ol>
 
 
[[File:7.jpg|center|frameless|1000px]]
 
<ol start="3">
  <li>To <B>check</B> the transaction, click the check icon displayed on the right side of the field</b>.</li>
  <li>A <b>validation message</b> will appear; click <b>'Yes'</b> to check the transaction.</li>
</ol>
 
 
[[File:8.jpg|center|frameless|1000px]]
 
<ol start="5">
  <li>Enter your <b>login credentials</b> in  the login credentials dialog.</li>
</ol>
 
 
<!-- STEP TITLE -->
<div style="background-color: #F5F9FC; border-left: 6px solid #0078D7; padding: 10px; border-radius: 4px; margin-top: 10px;">
  <h4 style="margin: 0; color: #2c3e50; font-size: 16px;">Approve PR</h4>
</div>
 
[[File:9.jpg|center|frameless|1000px]]
 
<ol>
  <li>Select purchase request transaction tagged as <b>For Approval</b>. </li>
  <li>Double-click the transaction to open the entry form, review the details, and have it checked by the <b>authorized personnel</b>.</li>
</ol>
 
 
[[File:32.jpg|center|frameless|1000px]]
 
<ol start="3">
  <li>To <b>approve</b> the transaction, click the check icon displayed on the left side of the field.</li>
  <li>A <b>validation</b> message will appear; click <b>Yes</b> to approve the transaction.</li>
</ol>
 
 
[[File:33.jpg|center|frameless|1000px]]
 
<ol start="3">
  <li>Enter your <b>login credentials</b> in  the login credentials dialog.</li>
  <li>Click <b>Save</b></li>
</ol>
 
 
<!-- STEP TITLE -->
<div style="background-color: #F5F9FC; border-left: 6px solid #0078D7; padding: 10px; border-radius: 4px; margin-top: 10px;">
  <h4 style="margin: 0; color: #2c3e50; font-size: 16px;">Print and Export PR Form</h4>
</div>
 
[[File:34.jpg|center|frameless|1000px]]
 
<ol start="6">
  <li>Once checked and/or approved, a label will appear below the <b>Checked</b> by and  <b>Approved</b> by field showing the checking and/or approval date.</li>
  <li>Click <b>Save</b> or <b>Save & Print</b>.</li>
</ol>
 
 
[[File:35.jpg|center|frameless|1000px]]
 
<ol start="8">
  <li>To print the form, click the <b>Print</b> button. To export the form in excel or pdf file format, click the <b>Export</b> button. </li>
</ol>
 
 
<!-- ACTION TITLE -->
<div style="background-color: #EAF3FB; border: 2px solid #C5D8EC; padding: 10px; border-radius: 6px; text-align: center; margin-top: 15px;">
  <h3 style="margin: 0; color: #1C3F5F; font-size: 18px;">PR to Canvass</h3>
</div>


<!-- STEP TITLE -->
<div style="display: flex; flex-wrap: wrap; gap: 20px; justify-content: space-between; font-family: Arial, sans-serif;">
<div style="background-color: #F5F9FC; border-left: 6px solid #0078D7; padding: 10px; border-radius: 4px; margin-top: 10px;">
  <!-- Paragraph -->
  <h4 style="margin: 0; color: #2c3e50; font-size: 16px;">Create Canvass</h4>
  <div style="flex: 1 1 30%; background: #fff; padding: 20px; border-radius: 8px; box-shadow: 0 4px 12px rgba(0,0,0,0.08); transition: transform 0.2s;">
<div style="font-size: 16px; color: #333333; line-height: 1.6; text-align: justify; margin-top:8px;">Qtech's Philippine Accounting System is designed to meet the stringent requirements of local businesses, ensuring compliance with the latest Revenue Regulations (RR) and providing a comprehensive solution for financial management. Trusted by over 1,000 businesses nationwide since 2006, our system offers robust features, customization options, and lifetime support.</div>
  </div>
</div>
</div>
[[File:14.jpg|center|frameless|1000px]]
<ol>
  <li>Go to the <b>Procurement</b>.</li>
  <li>Navigate to the <b>Canvass module</b>.</li>
</ol>




[[File:36.jpg|center|frameless|1000px]]
[[File:qtechlogo.png|center|frameless|700px]]


<ol start="3">
  <li>Click <b>Browse Purchase Request (Browse PR)</b>.</li>
</ol>


<div style="display: flex; flex-wrap: wrap; gap: 20px; justify-content: space-between; font-family: Arial, sans-serif;">


[[File:37.jpg|center|frameless|1000px]]
  <!-- Card 1 -->
  <div style="flex: 1 1 30%; background: #fff; padding: 20px; border-radius: 16px; box-shadow: 0 4px 12px rgba(0,0,0,0.08); transition: transform 0.2s;">
    <div style="font-size:20px; font-weight: bold; background: linear-gradient(90deg, #4a90e2, #9013fe); color: white; padding: 8px 16px; border-radius: 10px 10px 0 0; width: fit-content;">01</div>
    <div style="margin-top: 15px; font-size:18px; font-weight:bold; color:#333;">BIR Revenue Regulations Compliance</div>
    <div style="font-size:14px; color:#555; margin-top:8px;">Fully compliant with RR 3-2024 (VAT & Percentage Taxes) and RR 7-2024 (Registration Procedures and Invoicing Requirements).</div>
  </div>


<ol start="4">
  <!-- Card 2 -->
  <li>Select an item from the <b>approved purchase request</b> list, then <b>double-click</b> to proceed with the canvass transaction.</li>
  <div style="flex: 1 1 calc(33.333% - 20px); background: #fff; padding: 20px; border-radius: 16px; box-shadow: 0 4px 12px rgba(0,0,0,0.08); transition: transform 0.2s;">
</ol>
    <div style="font-size:20px; font-weight: bold; background: linear-gradient(90deg, #4a90e2, #9013fe); color: white; padding: 8px 16px; border-radius: 10px 10px 0 0; width: fit-content;">02</div>
    <div style="margin-top: 15px; font-size:18px; font-weight:bold; color:#333;">Receipts and Invoices</div>
    <div style="font-size:14px; color:#555; margin-top:8px;">Generate receipts and invoices with system-generated serial numbers and required markings, ensuring compliance with BIR regulations.</div>
  </div>


  <!-- Card 3 -->
  <div style="flex: 1 1 30%; background: #fff; padding: 20px; border-radius: 16px; box-shadow: 0 4px 12px rgba(0,0,0,0.08); transition: transform 0.2s;">
    <div style="font-size:20px; font-weight: bold; background: linear-gradient(90deg, #4a90e2, #9013fe); color: white; padding: 8px 16px; border-radius: 10px 10px 0 0; width: fit-content;">03</div>
    <div style="margin-top: 15px; font-size:18px; font-weight:bold; color:#333;">Withholding Tax Certificates</div>
    <div style="font-size:14px; color:#555; margin-top:8px;">Easily generate BIR withholding tax certificates, including forms 2306 and 2307.</div>
  </div>


[[File:17.jpg|center|frameless|1000px]]
  <!-- Card 4 -->
  <div style="flex: 1 1 30%; background: #fff; padding: 20px; border-radius: 16px; box-shadow: 0 4px 12px rgba(0,0,0,0.08); transition: transform 0.2s;">
    <div style="font-size:20px; font-weight: bold; background: linear-gradient(90deg, #4a90e2, #9013fe); color: white; padding: 8px 16px; border-radius: 10px 10px 0 0; width: fit-content;">04</div>
    <div style="margin-top: 15px; font-size:18px; font-weight:bold; color:#333;">System Generated Books of Accounts</div>
    <div style="font-size:14px; color:#555; margin-top:8px;">Maintain accurate and compliant books of accounts generated by the system.</div>
  </div>


<ol start="5">
  <!-- Card 5 -->
   <li>Review the <b>populated details</b> and make any necessary modifications. Specify the <b>Project Phase</b> and <b>Project Description</b>.</li>
   <div style="flex: 1 1 30%; background: #fff; padding: 20px; border-radius: 16px; box-shadow: 0 4px 12px rgba(0,0,0,0.08); transition: transform 0.2s;">
  <li>Click the <b>Add Supplier button</b>.</li>
    <div style="font-size:20px; font-weight: bold; background: linear-gradient(90deg, #4a90e2, #9013fe); color: white; padding: 8px 16px; border-radius: 10px 10px 0 0; width: fit-content;">05</div>
  <li>In the Canvass Info entry form, select the <b>supplier(s)</b> and confirm the quantity to be purchased. Enter the <b>Unit Price</b>, and select the <b>currency</b> (defaulted to the currency set in the company profile). Enter any additional <b>Remarks</b>. </li>
    <div style="margin-top: 15px; font-size:18px; font-weight:bold; color:#333;">Financial Statements and Reports</div>
   <li>Click <b>Save</b> or <b>Save & Print</b>.</li>
    <div style="font-size:14px; color:#555; margin-top:8px;">Produce financial statements and other reports in formats required by the BIR, including .csv, .dat, and JSON file formats.</div>
</ol>
   </div>


  <!-- Card 6 -->
  <div style="flex: 1 1 30%; background: #fff; padding: 20px; border-radius: 16px; box-shadow: 0 4px 12px rgba(0,0,0,0.08); transition: transform 0.2s;">
    <div style="font-size:20px; font-weight: bold; background: linear-gradient(90deg, #4a90e2, #9013fe); color: white; padding: 8px 16px; border-radius: 10px 10px 0 0; width: fit-content;">06</div>
    <div style="margin-top: 15px; font-size:18px; font-weight:bold; color:#333;">ERP Ready</div>
    <div style="font-size:14px; color:#555; margin-top:8px;">Fully customizable ERP-ready system to meet the unique needs of your business.</div>
</div>


<!-- STEP TITLE -->
<div style="background-color: #F5F9FC; border-left: 6px solid #0078D7; padding: 10px; border-radius: 4px; margin-top: 10px;">
  <h4 style="margin: 0; color: #2c3e50; font-size: 16px;">Check Canvass</h4>
</div>
</div>


[[File:38.jpg|center|frameless|1000px]]
<ol>
  <li>Select Canvass transaction tagged as <b>For Checking</b>. </li>
  <li>Double click the transaction to open the entry form.</li>
</ol>
[[File:39.jpg|center|frameless|1000px]]
<ol start="3">
  <li>To <b>check</b> the transaction, click the check icon displayed on the right side of the field.</li>
  <li>A <b>validation message</b> will appear; click <b>Yes</b> to check the transaction.</li>
</ol>
[[File:20.jpg|center|frameless|1000px]]
<ol start="5">
  <li>Enter your <b>login credentials</b> in the login credentials dialog.</li>
</ol>
<!-- STEP TITLE -->
<div style="background-color: #F5F9FC; border-left: 6px solid #0078D7; padding: 10px; border-radius: 4px; margin-top: 10px;">
  <h4 style="margin: 0; color: #2c3e50; font-size: 16px;">Aprrove Canvass</h4>
</div>
[[File:40.jpg|center|frameless|1000px]]
<ol>
  <li>Select canvass transaction tagged as <b>For Approval</b>. </li>
  <li>Double-click the transaction to open the entry form. </li>
</ol>
[[File:41.jpg|center|frameless|1000px]]
<ol start="3">
  <li>To <b>approve</b> the transaction, click the check icon displayed on the left side of the field.</li>
  <li>A <b>validation message</b> will appear; click <b>Yes</b> to approve the transaction..</li>
</ol>
[[File:42.jpg|center|frameless|1000px]]
<ol start="5">
  <li>Enter your <b>login credentials</b> in the login credentials dialog.</li>
</ol>
<!-- STEP TITLE -->
<div style="background-color: #F5F9FC; border-left: 6px solid #0078D7; padding: 10px; border-radius: 4px; margin-top: 10px;">
  <h4 style="margin: 0; color: #2c3e50; font-size: 16px;">Print and Export Canvass</h4>
</div>
[[File:43.jpg|center|frameless|1000px]]
<ol start="6">
  <li>Once checked and/or approved, a label will appear below the  <b>Checked by</b> and  <b>Approved by</b> field showing the checking and/or approval date.</li>
  <li>Click <b>Save</b> or <b>Save & Print</b>.</li>
</ol>
[[File:44.jpg|center|frameless|1000px]]
<ol start="3">
  <li>To print the form, click the <b>Print</b> button. To export the form in excel or pdf file format, click the <b>Export</b> button. </li>
</ol>
<!-- SUBSECTION HEADING -->
<div style="background-color: #1C61A1; border: 2px solid #134A7C; padding: 12px; border-radius: 6px; text-align: center; margin-top: 20px;">
  <h2 style="margin: 0; color: #FFFFFF; font-size: 20px;">PROCESSING PURCHASE ORDER</h2>
</div>
<!-- ACTION TITLE -->
<div style="background-color: #EAF3FB; border: 2px solid #C5D8EC; padding: 10px; border-radius: 6px; text-align: center; margin-top: 15px;">
  <h3 style="margin: 0; color: #1C3F5F; font-size: 18px;">Canvass ti Ourchase Order</h3>
</div>
[[File:45.jpg|center|frameless|1000px]]
<ol>
  <li>Go to the <b>Procurement</b> section.</li>
  <li>Navigate to the <b>Purchase Order</b> module.</li>
</ol>
[[File:46.jpg|center|frameless|1000px]]
<ol start="3">
  <li>Click <b>Browse Canvass</b>.</li>
</ol>
[[File:47.jpg|center|frameless|1000px]]
<ol start="4">
  <li>Select item(s) from the <b>approved canvass</b> list by checking the box in each row. Multiple approved items can be processed into a purchase order as long as they share the same supplier and project.</li>
  <li>Click <b>Confirm</b> to proceed.</li>
</ol>
[[File:48.jpg|center|frameless|1000px]]
<ol start="6">
  <li>Review the <b>populated details</b> from the purchase request. Make any necessary modifications. </li>
  <li>Choose the <b>type of purchase</b> (local or imported). If imported, the Incoterms and ship date fields will be enabled for entry.</li>
  <li>Select the <b>VAT</b> and <b>Discount</b> options:
      <ul>
          <li>VAT Inclusive: Price includes VAT</li>
          <li>Add VAT: Price is VAT exclusive; add</li>
          <li>12% VAT or enter 0% for zero-rated VAT.</li>
          <li>Exempt: Item is VAT exempt.</li>
          <li>For P Discount, manually enter the discount amount in the Discount column.</li>
          <li>For % Discount, enter the discount percentage.</li>
      </ul>
  </li>
</ol>
[[File:49.jpg|center|frameless|1000px]]
<ol start="9">
  <li>f the purchase transaction includes purchase charges, the user can click the item cell under <b>Purchase Charges</b>.</li>
  <li>The Purchase Charges entry form will display; fill in the details by selecting the type of <b>charge</b> and its <b>amount</b>, untick if the charge is not <b>VATable</b>, and then click <b>Done</b>.</li>
  <li>Click <b>Save</b>.</li>
</ol>
<!-- ACTION TITLE -->
<div style="background-color: #EAF3FB; border: 2px solid #C5D8EC; padding: 10px; border-radius: 6px; text-align: center; margin-top: 15px;">
  <h3 style="margin: 0; color: #1C3F5F; font-size: 18px;">PR to PO</h3>
</div>
[[File:50.jpg|center|frameless|1000px]]
<ol>
  <li>Go to the <b>Procurement</b> section.</li>
  <li>Navigate to the <b>Purchase Order/Budget Request</b> module.</li>
</ol>
[[File:51.jpg|center|frameless|1000px]]
<ol start="3">
  <li>Click <b>Browse PR</b>.</li>
</ol>
[[File:52.jpg|center|frameless|1000px]]
<ol start="4">
  <li>Select an item from the <b>checked purchase request</b> list and <b>double-click</b> to enter the price.</li>
</ol>
[[File:53.jpg|center|frameless|1000px]]
<ol start="5">
  <li>Review the populated details from the purchase request. Make any necessary modifications. </li>
  <li>Choose the <b>type of purchase</b> (local or imported). If imported, the Incoterms and ship date fields will be enabled for entry.</li>
  <li>Select the <b>VAT</b> and <b>Discount</b> options:
      <ul>
          <li>VAT Inclusive: Price includes VAT</li>
          <li>Add VAT: Price is VAT exclusive; add</li>
          <li>12% VAT or enter 0% for zero-rated VAT.</li>
          <li>Exempt: Item is VAT exempt.</li>
          <li>For P Discount, manually enter the discount amount in the Discount column.</li>
          <li>For % Discount, enter the discount percentage.</li>
      </ul>
  </li>
</ol>
[[File:54.jpg|center|frameless|1000px]]
<ol start="8">
  <li>If the purchase transaction includes purchase charges, the user can click the item cell under <b>Purchase Charges</b>.</li>
  <li>The Purchase Charges entry form will display; fill in the details by selecting the type of <b>charge</b> and its <b>amount</b>, untick if the charge is not <b>VATable</b>, and then click <b>Done</b>.</li>
  <li>Click <b>Save</b>.</li>
</ol>
<!-- ACTION TITLE -->
<div style="background-color: #EAF3FB; border: 2px solid #C5D8EC; padding: 10px; border-radius: 6px; text-align: center; margin-top: 15px;">
  <h3 style="margin: 0; color: #1C3F5F; font-size: 18px;">CHECK, APPROVE AND DISAPPROVE PO</h3>
</div>
<!-- STEP TITLE -->
<div style="background-color: #F5F9FC; border-left: 6px solid #0078D7; padding: 10px; border-radius: 4px; margin-top: 10px;">
  <h4 style="margin: 0; color: #2c3e50; font-size: 16px;">Check Purchase Order</h4>
</div>
[[File:55.jpg|center|frameless|1000px]]
<ol>
  <li>Select purchase order transaction tagged as <b>For Checking</b>. </li>
  <li>Double-click the transaction to open the entry form, review the details, and have it checked, noted and approved by the <b>authorized personnel</b>.</li>
</ol>
[[File:56.jpg|center|frameless|1000px]]
<ol start="3">
  <li>To <b>check</b> the transaction, click the check icon displayed on the right side of the field.</li>
  <li>A <b>validation message</b> will appear; click <b>Yes</b> to check the transaction.</li>
</ol>
[[File:57.jpg|center|frameless|1000px]]
<ol start="5">
  <li>Enter your <b>login credentials</b> in  the login credentials dialog.</li>
</ol>
<!-- STEP TITLE -->
<div style="background-color: #F5F9FC; border-left: 6px solid #0078D7; padding: 10px; border-radius: 4px; margin-top: 10px;">
  <h4 style="margin: 0; color: #2c3e50; font-size: 16px;">Approve Purchase Order</h4>
</div>
[[File:58.jpg|center|frameless|1000px]]
<ol>
  <li>Select purchase request transaction tagged as <b>For Approval</b>. </li>
  <li>Double-click the transaction to open the entry form.</li>
</ol>
[[File:56.jpg|center|frameless|1000px]]


<ol start="3">
[[File:Accountingicon.png|center|frameless|700px]]
  <li>To <b>approve</b> the transaction, click the check icon displayed on the right side of the field.</li>
  <li>A <b>validation message</b> will appear; click <b>Yes</b> to approve the transaction.</li>
</ol>




[[File:57.jpg|center|frameless|1000px]]
{| style="width:100%; font-family: Arial, sans-serif;"
| style="vertical-align:top; width:50%;" |
== <b>Licensing and Installation</b> ==
<div style="margin-bottom: 6px;">✔ Software Licensing Schemes</div>
<div style="margin-bottom: 6px;">✔ BIR Acknowledgment Certification</div>
<div style="margin-bottom: 6px;">✔ No Subscription Fees</div>
<div style="margin-bottom: 6px;">✔ On-Premise Installation</div>
<div style="margin-bottom: 6px;">✔ Customization Options</div>


<ol start="5">
| style="vertical-align:top; width:50%;" |
  <li>Enter your <b>login credentials</b> in  the login credentials dialog.</li>
== <b>Integration and Support</b> ==
</ol>
<div style="margin-bottom: 6px;">✔ Full ERP Integration</div>
<div style="margin-bottom: 6px;">✔ Lifetime Support</div>
<div style="margin-bottom: 6px;">✔ Trusted IT Solutions Provider</div>
|}
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