Sales Register - Revision history

Gelo: Changed categories.

2022-04-06T06:14:56Z

Changed categories.

Gelo at 05:03, 31 March 2022

2022-03-31T05:03:23Z

Gelo at 03:39, 11 March 2022

2022-03-11T03:39:43Z

Gelo at 05:34, 8 March 2022

2022-03-08T05:34:02Z

Gelo at 07:40, 21 January 2022

2022-01-21T07:40:35Z

Gelo at 03:33, 3 December 2021

2021-12-03T03:33:01Z

Gelo: Blanked the page

2021-02-02T03:11:30Z

Blanked the page

Gelo: Created page with "== Sales Register == ===== Exporting Sales Register Records ===== # Under the Main Menu, Click '''Reports'''624x624px
# Under Reports Menu,..."

2020-12-11T04:08:16Z

Created page with "== Sales Register == ===== Exporting Sales Register Records ===== # Under the Main Menu, Click '''Reports'''center|624x624px<br /> # Under Reports Menu,..."

New page

== Sales Register ==

===== Exporting Sales Register Records =====

# Under the Main Menu, Click '''Reports'''[[File:Reports.png|center|624x624px]]<br />
# Under Reports Menu, Click '''Sales Register''' under Sales Reports.[[File:Sales Register(Export) - Step 2.png|center|624x624px]]<br />
# Under Sales Register, click the '''Export Button''' on the right side. Take note that you can filter the Date, and Customer for precise exportation of records.[[File:Sales Register(Export) - Step 3.png|center|623x623px]]<br />

← Older revision		Revision as of 06:14, 6 April 2022
Line 65:		Line 65:
	\| 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 42: / Line 42: @@
 #Under the Main Menu, Click '''[[Reports]]'''
-#Under Reports Menu, Click '''[[Sales Register]]''' under [[Sales Reports]].
+#Under Reports Page, Click '''[[Sales Register]]''' under [[Sales Reports]] section.
-#Under Sales Register, click the '''Export Button''' on the right side. Take note that you can filter the Date, and the Customer for precise exportation of records.
+#Under Sales Register, click the Export Button on the right side. Take note that you can filter the Date, and the Customer for precise exportation of records.
 [[File:Sales Reports - Sales Register - Export.png|border|center|1731x1731px]]

@@ Line 45: / Line 45: @@
 #Under Sales Register, click the '''Export Button''' on the right side. Take note that you can filter the Date, and the Customer for precise exportation of records.
-[[File:Sales Reports - Sales Register - Export.png|border|center|1730x1730px]]
+[[File:Sales Reports - Sales Register - Export.png|border|center|1731x1731px]]
 <br />
 {| class="wikitable" style="margin: auto;"

@@ Line 1: / Line 1: @@
-{{DISPLAYTITLE:Sales Report(Module)}}<div style="text-align: center;">
+<div style="text-align: center;">
 [[Sales Reports|Sales Reports List]] | [[Sales Register]]
 </div>
@@ Line 5: / Line 5: @@
 ==Sales Register==
 '''Sales Register''' refers to the list of sales transactions in a given period
 =====<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 Sales Register</span></span></span>=====
@@ Line 43: / Line 45: @@
 #Under Sales Register, click the '''Export Button''' on the right side. Take note that you can filter the Date, and the Customer for precise exportation of records.
 {| class="wikitable" style="margin: auto;"
 |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:

@@ Line 60: / Line 60: @@
 | 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]]
 |}

← Older revision	Revision as of 03:33, 3 December 2021
Line 1:	Line 1:
	+	{{DISPLAYTITLE:Sales Report(Module)}}<div style="text-align: center;">
	+	[[Sales Reports\|Sales Reports List]] \| [[Sales Register]]
	+	</div>

	+	==Sales Register==
	+	'''Sales Register''' refers to the list of sales transactions in a given period
	+
	+	=====<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 Sales Register</span></span></span>=====
	+
	+	*The user should setup have the following records in order to proceed on using the <span>Sales Report</span>
	+	*#[[Customer]]
	+	*#[[Sales Invoice]]
	+
	+	{\| class="wikitable" style="margin: auto;"
	+	\|+List of Sales Register Module terms on Oojeema Prime.
	+	!Field
	+	!Description
	+	\|-
	+	\|1. '''Record Filter''' (Year, Customer)
	+	\|Set of filter options for precise search of records.
	+
	+	*Year will be set at the current year by default.
	+	*Customer filter dropdown will only show customers with Invoice Transactions.
	+	\|-
	+	\|2. Export
	+	\|Allows the user to Export the report into Spreadsheet
	+	\|-
	+	\|3. Sales Invoice
	+	\|List of Sales Invoice specify within the date range.
	+	\|-
	+	\|4. '''[[Customer]]'''
	+	\|List of Customer on the [[Sales Register]] Record
	+	\|}
	+	Notes:
	+
	+	*Customers must be '''ACTIVE''' status in order to view its records in the report.
	+	**Customer status can be seen in [[Customer]] Maintenance Module
	+
	+	=====<span class="mw-headline" id="Exporting_Sales_Report" style="box-sizing: inherit;">Filtering and Exporting Sales Register</span>=====
	+
	+	#Under the Main Menu, Click '''[[Reports]]'''
	+	#Under Reports Menu, Click '''[[Sales Register]]''' under [[Sales Reports]].
	+	#Under Sales Register, click the '''Export Button''' on the right side. Take note that you can filter the Date, and the Customer for precise exportation of records.
	+
	+	{\| class="wikitable" style="margin: auto;"
	+	\|+ 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'''
	+	\|-
	+	\|Sales
	+	\|[[Sales Invoice]]
	+	\|- style="height:25px;"
	+	\| style="" \|Maintenance
	+	\| style="" \|[[Maintenance]]<nowiki> \| </nowiki>[[Customer]]
	+	\|- style="box-sizing: inherit;"
	+	\| colspan="2" style="vertical-align:middle;text-align:center;" \|'''Reports Module ([[Reports]])'''
	+	\|- style="box-sizing: inherit;"
	+	\| style="" \|Reports
	+	\| style="" \|[[Sales Reports]]
	+	\|- style="box-sizing: inherit;"
	+	\| 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]]
	+	\|- 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]]
	+	\|}

← Older revision		Revision as of 03:11, 2 February 2021
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−	~~== Sales Register ==~~

−	~~===== Exporting Sales Register Records =====~~
−
−	~~# Under the Main Menu, Click '''Reports'''[[File:Reports.png\|center\|624x624px]]<br />~~
−	~~# Under Reports Menu, Click '''Sales Register''' under Sales Reports.[[File:Sales Register(Export) - Step 2.png\|center\|624x624px]]<br />~~
−	# Under Sales Register, click the '''Export Button''' on the right side. Take note that you can filter the Date, and Customer for precise exportation of records.[[File:Sales Register(Export) - Step 3.png\|center\|623x623px]]<br />