Returns per Customer - Revision history

Gelo: Changed categories.

2022-04-06T06:24:29Z

Changed categories.

Gelo: Changed categories.

2022-04-06T06:23:55Z

Changed categories.

Gelo at 06:00, 31 March 2022

2022-03-31T06:00:42Z

Gelo at 04:27, 10 March 2022

2022-03-10T04:27:18Z

Gelo at 04:00, 10 March 2022

2022-03-10T04:00:35Z

Gelo at 05:45, 3 December 2021

2021-12-03T05:45:11Z

Gelo at 05:36, 3 December 2021

2021-12-03T05:36:38Z

Gelo at 05:30, 3 December 2021

2021-12-03T05:30:50Z

Gelo at 05:07, 1 June 2021

2021-06-01T05:07:36Z

Gelo at 05:06, 1 June 2021

2021-06-01T05:06:22Z

← Older revision		Revision as of 06:24, 6 April 2022
Line 130:		Line 130:
	[[Category:Sales]]		[[Category:Sales]]
	[[Category:Sales Reports]]		[[Category:Sales Reports]]
		+	[[Category:Inventory]]

← Older revision		Revision as of 06:23, 6 April 2022
Line 128:		Line 128:
	\| style="" \|[[Sales Report]] <span style="color: rgb(34, 34, 34)"><nowiki>\|</nowiki></span> [[Sales Register]] <span style="color: rgb(34, 34, 34)"><nowiki>\|</nowiki></span> [[Sales per Warehouse]] <span style="color: rgb(34, 34, 34)"><nowiki>\|</nowiki></span> [[Sales per Customer]] <span style="color: rgb(34, 34, 34)"><nowiki>\|</nowiki></span> [[Sales per Stock]] <span style="color: rgb(34, 34, 34)"><nowiki>\|</nowiki></span> [[Sales Transfer per Stock]] <span style="color: rgb(34, 34, 34)"><nowiki>\|</nowiki></span> [[Sales per Item]] <span style="color: rgb(34, 34, 34)"><nowiki>\|</nowiki></span> [[Sales per Category]] <span style="color: rgb(34, 34, 34)"><nowiki>\|</nowiki></span> [[Sales Top Item\|Sales-Top Item]] <span style="color: rgb(34, 34, 34)"><nowiki>\|</nowiki></span> [[Returns per Customer]]		\| style="" \|[[Sales Report]] <span style="color: rgb(34, 34, 34)"><nowiki>\|</nowiki></span> [[Sales Register]] <span style="color: rgb(34, 34, 34)"><nowiki>\|</nowiki></span> [[Sales per Warehouse]] <span style="color: rgb(34, 34, 34)"><nowiki>\|</nowiki></span> [[Sales per Customer]] <span style="color: rgb(34, 34, 34)"><nowiki>\|</nowiki></span> [[Sales per Stock]] <span style="color: rgb(34, 34, 34)"><nowiki>\|</nowiki></span> [[Sales Transfer per Stock]] <span style="color: rgb(34, 34, 34)"><nowiki>\|</nowiki></span> [[Sales per Item]] <span style="color: rgb(34, 34, 34)"><nowiki>\|</nowiki></span> [[Sales per Category]] <span style="color: rgb(34, 34, 34)"><nowiki>\|</nowiki></span> [[Sales Top Item\|Sales-Top Item]] <span style="color: rgb(34, 34, 34)"><nowiki>\|</nowiki></span> [[Returns per Customer]]
	\|}		\|}
		+	[[Category:Sales]]
		+	[[Category:Sales Reports]]

@@ Line 44: / Line 44: @@
 =====<span class="mw-headline" id="Exporting_Returns_per_Customer_Record" style="box-sizing: inherit;">Exporting Returns per Customer Record</span>=====
-#Under Main Menu, Click '''[[Reports]]'''
+#Click [[Reports]] under Main Menu
-#Under Reports Menu, Click '''[[Returns per Customer]]''' under [[Sales Reports|Sales Reports.]]
+#Under Reports Page, Click '''[[Returns per Customer]]''' under [[Sales Reports|Sales Reports.]]
-#Under [[Returns per Customer]] Review, You can click the '''Export Button''' on the right side. Take note to search for a customer first and check for the Date for precise exportation of records.
+#Under Sales Return per Customer, click the Export Button on the right side. Take note that the user can filter the date and Customer for precise Exportation of Records
 [[File:Sales Reports - Returns per Customer - Export.png|border|center|1501x1501px]]
@@ Line 94: / Line 94: @@
 =====<span class="mw-headline" id="Exporting_Detailed_Return_per_Customer_Record" style="box-sizing: inherit;">Exporting Detailed Return per Customer Record</span>=====
-#Under Main Menu, Click '''[[Reports]]'''
+#Click [[Reports]] under Main Menu
-#Under Reports Menu, Click '''[[Returns per Customer]]''' under [[Sales Reports]].
+#Under Reports Page, Click '''[[Returns per Customer]]''' under [[Sales Reports]] section.
 #Under Sales Return per Customer, Select a link Customer Name under Customer Column to view its detailed report.
 #Under Detailed Report Per Customer, Click '''Export'''
@@ Line 103: / Line 103: @@
 =====<span class="mw-headline" id="Viewing_Detailed_Return_per_Customer_Voucher" style="box-sizing: inherit;">Viewing Detailed Return per Customer Voucher</span>=====
-#Under Main Menu, Click '''[[Reports]]'''
+#Click [https://docs.oojeema.com/Reports Reports] under Main Menu
-#Under Reports Menu, Click '''[[Returns per Customer]]''' under [[Sales Reports]].
+#Under Reports Page, Click '''[[Returns per Customer]]''' under [[Sales Reports]].
 #Under Sales Return per Customer, Select a link Customer Name under Customer Column to view its detailed report.
-#Under Detailed Report per Customer, You can click on the set of Sales Return Voucher under SR No. Column to view its details.
+#Under Detailed Sales Return per Customer, Select a Sales Return record under SR column to view the record
 [[File:Sales Reports - Returns per Customer - View Detailed.png|border|center|3155x3155px]]

@@ Line 48: / Line 48: @@
 #Under [[Returns per Customer]] Review, You can click the '''Export Button''' on the right side. Take note to search for a customer first and check for the Date for precise exportation of records.
-[[File:Sales Reports - Returns per Customer - Export.png|border|center|1500x1500px]]
+[[File:Sales Reports - Returns per Customer - Export.png|border|center|1501x1501px]]
 <br />
 ======Detailed Sales Return Per Customer======
@@ Line 99: / Line 99: @@
 #Under Detailed Report Per Customer, Click '''Export'''
-[[File:Sales Reports - Returns per Customer - Export Detailed.png|border|center|2371x2371px]]
+[[File:Sales Reports - Returns per Customer - Export Detailed.png|border|center|2373x2373px]]
 <br />
 =====<span class="mw-headline" id="Viewing_Detailed_Return_per_Customer_Voucher" style="box-sizing: inherit;">Viewing Detailed Return per Customer Voucher</span>=====
@@ Line 108: / Line 108: @@
 #Under Detailed Report per Customer, You can click on the set of Sales Return Voucher under SR No. Column to view its details.
-[[File:Sales Reports - Returns per Customer - View Detailed.png|border|center|3153x3153px]]
+[[File:Sales Reports - Returns per Customer - View Detailed.png|border|center|3155x3155px]]
 <br />
 {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: 1em 0px; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"

@@ Line 6: / Line 6: @@
 ======Sales Return per Customer Menu======
 '''Returns per Customer''' refers to the list of sales return transaction of the customer on a given period of time.
@@ Line 45: / Line 48: @@
 #Under [[Returns per Customer]] Review, You can click the '''Export Button''' on the right side. Take note to search for a customer first and check for the Date for precise exportation of records.
 ======Detailed Sales Return Per Customer======
 '''Detailed Sales Return per Customer''' refers to the list of detailed Sales Return Record per customer.
 {| class="wikitable" style="margin: auto;"
@@ Line 88: / Line 96: @@
 #Under Main Menu, Click '''[[Reports]]'''
 #Under Reports Menu, Click '''[[Returns per Customer]]''' under [[Sales Reports]].
-#Under [[Returns per Customer]] Review, Search for a [[Customer]] and the date range to check the customers record on the specific date. Under customer column, click on the linked Customer to view its detailed report.
+#Under Sales Return per Customer, Select a link Customer Name under Customer Column to view its detailed report.
 #Under Detailed Report Per Customer, Click '''Export'''
 =====<span class="mw-headline" id="Viewing_Detailed_Return_per_Customer_Voucher" style="box-sizing: inherit;">Viewing Detailed Return per Customer Voucher</span>=====
 #Under Main Menu, Click '''[[Reports]]'''
 #Under Reports Menu, Click '''[[Returns per Customer]]''' under [[Sales Reports]].
-#Under [[Returns per Customer]] Review, Search for a [[Customer]] and the date range to check the customers record on the specific date. Under customer column, click on the linked Customer to view its detailed report.
+#Under Sales Return per Customer, Select a link Customer Name under Customer Column to view its detailed report.
 #Under Detailed Report per Customer, You can click on the set of Sales Return Voucher under SR No. Column to view its details.
 {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: 1em 0px; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
 |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
 ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
 |-
-|Inventory Aids
+|Inventory
-|[[Sales Return Aids]]
+|[[Sales Return]]
 |- style="height:25px;"
 | style="" |Maintenance
@@ Line 115: / Line 127: @@
 | style="" |Sales Reports
 | style="" |[[Sales Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Register]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Warehouse]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Customer]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Stock]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Transfer per Stock]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Item]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Category]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Top Item|Sales-Top Item]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Returns per Customer]]
 |}

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">
-[[Sales Reports|Sales Reports List]] | [[Sales per Customer]] | [[Returns per Customer Aids]]
+[[Sales Reports|Sales Reports List]] | [[Sales per Customer]] | [[Returns per Customer]]
 </div>
@@ Line 84: / Line 84: @@
 **Customer status can be found in [[Customer]] Maintenance Status
-===== <span class="mw-headline" id="Exporting_Detailed_Return_per_Customer_Record" style="box-sizing: inherit;">Exporting Detailed Return per Customer Record</span> =====
+=====<span class="mw-headline" id="Exporting_Detailed_Return_per_Customer_Record" style="box-sizing: inherit;">Exporting Detailed Return per Customer Record</span>=====
-# Under Main Menu, Click '''[[Reports]]'''
+#Under Main Menu, Click '''[[Reports]]'''
-# Under Reports Menu, Click '''[[Returns per Customer]]''' under [[Sales Reports]].
+#Under Reports Menu, Click '''[[Returns per Customer]]''' under [[Sales Reports]].
-# Under [[Returns per Customer]] Review, Search for a [[Customer]] and the date range to check the customers record on the specific date. Under customer column, click on the linked Customer to view its detailed report.
+#Under [[Returns per Customer]] Review, Search for a [[Customer]] and the date range to check the customers record on the specific date. Under customer column, click on the linked Customer to view its detailed report.
-# Under Detailed Report Per Customer, Click '''Export'''
+#Under Detailed Report Per Customer, Click '''Export'''
-===== <span class="mw-headline" id="Viewing_Detailed_Return_per_Customer_Voucher" style="box-sizing: inherit;">Viewing Detailed Return per Customer Voucher</span> =====
+=====<span class="mw-headline" id="Viewing_Detailed_Return_per_Customer_Voucher" style="box-sizing: inherit;">Viewing Detailed Return per Customer Voucher</span>=====
-# Under Main Menu, Click '''[[Reports]]'''
+#Under Main Menu, Click '''[[Reports]]'''
-# Under Reports Menu, Click '''[[Returns per Customer]]''' under [[Sales Reports]].
+#Under Reports Menu, Click '''[[Returns per Customer]]''' under [[Sales Reports]].
-# Under [[Returns per Customer]] Review, Search for a [[Customer]] and the date range to check the customers record on the specific date. Under customer column, click on the linked Customer to view its detailed report.
+#Under [[Returns per Customer]] Review, Search for a [[Customer]] and the date range to check the customers record on the specific date. Under customer column, click on the linked Customer to view its detailed report.
-# Under Detailed Report per Customer, You can click on the set of Sales Return Voucher under SR No. Column to view its details.
+#Under Detailed Report per Customer, You can click on the set of Sales Return Voucher under SR No. Column to view its details.
 {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: 1em 0px; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"

@@ Line 8: / Line 8: @@
 '''Returns per Customer''' refers to the list of sales return transaction of the customer on a given period of time.
-===== <span class="mw-headline" id="Requirements_before_using_Sales_Report" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_AR_Detailed_Report" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Accounts_Receivable_Aging" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Returns per Customer</span></span></span></span> =====
+=====<span class="mw-headline" id="Requirements_before_using_Sales_Report" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_AR_Detailed_Report" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Accounts_Receivable_Aging" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Returns per Customer</span></span></span></span>=====
-* The user should setup have the following records in order to proceed on using the <span>Returns per Customer</span>
+*The user should setup have the following records in order to proceed on using the <span>Returns per Customer</span>
-** [[Item Master]]
+**[[Item Master]]
-** [[Warehouse]]
+**[[Warehouse]]
-** [[Sales Return]]
+**[[Sales Return]]
 {| class="wikitable" style="margin: auto;"
@@ Line 39: / Line 39: @@
 **Customer status can be found in [[Customer]] Maintenance Status
-===== <span class="mw-headline" id="Exporting_Returns_per_Customer_Record" style="box-sizing: inherit;">Exporting Returns per Customer Record</span> =====
+=====<span class="mw-headline" id="Exporting_Returns_per_Customer_Record" style="box-sizing: inherit;">Exporting Returns per Customer Record</span>=====
-# Under Main Menu, Click '''[[Reports]]'''
+#Under Main Menu, Click '''[[Reports]]'''
-# Under Reports Menu, Click '''[[Returns per Customer]]''' under [[Sales Reports|Sales Reports.]]
+#Under Reports Menu, Click '''[[Returns per Customer]]''' under [[Sales Reports|Sales Reports.]]
-# Under [[Returns per Customer]] Review, You can click the '''Export Button''' on the right side. Take note to search for a customer first and check for the Date for precise exportation of records.
+#Under [[Returns per Customer]] Review, You can click the '''Export Button''' on the right side. Take note to search for a customer first and check for the Date for precise exportation of records.
 ======Detailed Sales Return Per Customer======
 '''Detailed Sales Return per Customer''' refers to the list of detailed Sales Return Record per customer.
 {| class="wikitable" style="margin: auto;"
 |+Detailed Sales Return per Customer
@@ Line 85: / Line 83: @@
 *Customer status must be '''ACTIVE''' in order to view its records.
 **Customer status can be found in [[Customer]] Maintenance Status
-======View Detailed Sales Return Per Customer Record======
+===== <span class="mw-headline" id="Exporting_Detailed_Return_per_Customer_Record" style="box-sizing: inherit;">Exporting Detailed Return per Customer Record</span> =====
-[[File:View Detailed Sales Return per Customer.png|center|thumb|1000x1000px|View Detailed Sales Return per Customer]]
-<br />
+# Under Main Menu, Click '''[[Reports]]'''
 {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: 1em 0px; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
 |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
@@ Line 109: / Line 117: @@
 |- style="box-sizing: inherit;"
 | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 |- style="box-sizing: inherit;"
 | style="" |Maintenance Aids
 | style="" |[[Customer Aids]]
 |}

@@ Line 59: / Line 59: @@
 |-
 |6. '''Unit of Measure(UOM)'''
-|Unit of Measure of an Item
+|[[Unit of Measure]] of an Item
 |-
 |7. '''Unit Price'''
@@ Line 76: / Line 76: @@
 *For further instructions on how to view Detailed Report  Returns per Customer and export all records, the user may Visit Returns Per Customer Job Aids which can be found [[Returns per Customer Aids|here]]
-====== View Detailed Sales Return Per Customer Record ======
+======View Detailed Sales Return Per Customer Record======
 [[File:View Detailed Sales Return per Customer.png|center|thumb|1000x1000px|View Detailed Sales Return per Customer]]
 <br />