If you already have an existing set of data that you want to use, you won’t need to manually re-encode all of them into Oojeema. In this article, we would walk you through how to import different maintenance or master data.
Customer #
1. Go to Settings, then Customer
2. Click on the import icon. and a window will show up that tells you the steps to import your Customer list.
3. Assuming this is your first time to import your list, you would need to download the template. You can do this by clicking on the “template” link.
Vendor #
1. Go to Settings, then Vendor
2. Click on the import icon. and a window will show up that tells you the steps to import your Vendor list.
3. Assuming this is your first time to import your list, you would need to download the template. You can do this by clicking on the “template” link.
Item #
1. Go to Settings, then Item
2. Click on the import icon. and a window will show up that tells you the steps to import your Item list.
3. Assuming this is your first time to import your list, you would need to download the template. You can do this by clicking on the “template” link.
The GL accounts used when you are manually adding the items are automatically set by Oojeema using the accounts in the chart of account template.
Goods
Services
Sales Debit
Accounts Receivable – Trade
Accounts Receivable – Trade
Sales Credit
Sale of Goods/Properties
Service Income
Purchase Debit
Merchandise Inventory
Cost of Sales/Service
Purchase Credit
Accounts Payable – Trade
Accounts Payable – Trade
