Sales Report - Revision history

Gelo: Changed categories.

2022-04-07T06:24:29Z

Changed categories.

Gelo: Changed categories.

2022-04-06T06:14:38Z

Changed categories.

Gelo at 04:51, 31 March 2022

2022-03-31T04:51:50Z

Gelo at 03:31, 11 March 2022

2022-03-11T03:31:35Z

Gelo at 04:52, 8 March 2022

2022-03-08T04:52:10Z

Gelo at 04:51, 8 March 2022

2022-03-08T04:51:15Z

Gelo at 06:27, 2 December 2021

2021-12-02T06:27:49Z

Gelo at 06:25, 2 December 2021

2021-12-02T06:25:34Z

Gelo at 04:57, 29 April 2021

2021-04-29T04:57:23Z

Gelo at 02:46, 25 March 2021

2021-03-25T02:46:10Z

← Older revision		Revision as of 06:24, 7 April 2022
Line 129:		Line 129:
	[[Category:Sales Reports]]		[[Category:Sales Reports]]
	[[Category:Sales]]		[[Category:Sales]]
		+	[[Category:Financials]]

← Older revision		Revision as of 06:14, 6 April 2022
Line 127:		Line 127:
	\| 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 Reports]]
		+	[[Category:Sales]]

@@ Line 82: / Line 82: @@
 =====<span class="mw-headline" id="Exporting_Sales_Report" style="box-sizing: inherit;">Exporting Sales Report</span>=====
-#Under the Main Menu, Click '''[[Reports]]'''
+#Click [[Reports]] under Main Menu
-#Under Reports Menu, Click '''[[Sales Report]]''' under [[Sales Reports]].
+#Under Reports Menu, Click '''[[Sales Report]]''' under [[Sales Reports]] Section.
-#Under [[Sales Report]], 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 Report, click the Export Button on the right side. Take note that the user can filter the year and the customer for precise exportation of records.
 [[File:Sales Reports - Sales Report - Export.png|border|center|2412x2412px]]
@@ Line 90: / Line 90: @@
 =====<span class="mw-headline" id="Viewing_Vouchers_on_Sales_Report" style="box-sizing: inherit;">Viewing Vouchers on Sales Report</span>=====
-#Under the Main Menu, Click '''[[Reports]]'''
+#Click [[Reports]] under Main Menu
 #Under Reports Menu, Click '''[[Sales Report]]''' under [[Sales Reports]].
 #Under [[Sales Report]], Click the amount links corresponding to the specific month column to view its detailed report.
-#Click on the specific voucher to view its details.
+#Under Detailed Report, click on the record links to view its details
 [[File:Sales Reports - Sales Report - View.png|border|center|2697x2697px]]
@@ Line 99: / Line 99: @@
 =====<span class="mw-headline" id="Export_Detailed_Report_on_Sales_Report" style="box-sizing: inherit;">Exporting Detailed Report on Sales Report</span>=====
-#Under the Main Menu, Click '''[[Reports]]'''
+#Click [[Reports]] under Main Menu
-#Under Reports Menu, Click '''[[Sales Report]]''' under [[Sales Reports]].
+#Under Reports Menu, Click '''[[Sales Report]]''' under [[Sales Reports]] Section.
 #Under [[Sales Report]], Click the amount links corresponding to the specific month column to view its detailed report.
-#Under Detailed Report, click '''Export.'''
+#Under Detailed Report, click '''Export''' button'''.'''
 [[File:Sales Reports - Sales Report - Export Detailed.png|border|center|1964x1964px]]

@@ Line 86: / Line 86: @@
 #Under [[Sales Report]], 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 Report - Export.png|border|center|2410x2410px]]
+[[File:Sales Reports - Sales Report - Export.png|border|center|2412x2412px]]
 <br />
 =====<span class="mw-headline" id="Viewing_Vouchers_on_Sales_Report" style="box-sizing: inherit;">Viewing Vouchers on Sales Report</span>=====
@@ Line 95: / Line 95: @@
 #Click on the specific voucher to view its details.
-[[File:Sales Reports - Sales Report - View.png|border|center|2695x2695px]]
+[[File:Sales Reports - Sales Report - View.png|border|center|2697x2697px]]
 <br />
 =====<span class="mw-headline" id="Export_Detailed_Report_on_Sales_Report" style="box-sizing: inherit;">Exporting Detailed Report on Sales Report</span>=====
@@ Line 104: / Line 104: @@
 #Under Detailed Report, click '''Export.'''
-[[File:Sales Reports - Sales Report - Export Detailed.png|border|center|1962x1962px]]
+[[File:Sales Reports - Sales Report - Export Detailed.png|border|center|1964x1964px]]
 <br />
 {| class="wikitable" style="margin: auto;"

@@ Line 1: / Line 1: @@
 {{DISPLAYTITLE:Sales Report(Module)}}<div style="text-align: center;">
-[[Sales Reports|Sales Reports List]] | [[Sales Report]] | [[Sales Report Aids]]
+[[Sales Reports|Sales Reports List]] | [[Sales Report]]
 </div>

@@ Line 5: / Line 5: @@
 ==Sales Report==
 '''Sales Report''' refers to the list of sales transactions in a given month or per year basis.
+[[File:Sales Reports - Sales Report - Record List.png|border|center|1500x1500px]]
 =====<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 Report</span></span></span>=====
@@ Line 40: / Line 41: @@
 ======Detailed Sales Report Menu======
 '''Detailed Sales Report''' Menu refers to the detailed information per customer regarding their sales status.
 {| class="wikitable" style="margin: auto;"
@@ Line 82: / Line 86: @@
 #Under [[Sales Report]], click the '''Export Button''' on the right side. Take note that you can filter the Date, and the Customer for precise exportation of records.
 =====<span class="mw-headline" id="Viewing_Vouchers_on_Sales_Report" style="box-sizing: inherit;">Viewing Vouchers on Sales Report</span>=====
 #Under the Main Menu, Click '''[[Reports]]'''
 #Under Reports Menu, Click '''[[Sales Report]]''' under [[Sales Reports]].
-#Under [[Sales Report]], Check the Check Number Column, you will see the amount list per month with links. Click on the amount to redirect you to the detailed report of that month. Click on the specific voucher to view its details.
+#Under [[Sales Report]], Click the amount links corresponding to the specific month column to view its detailed report.
 =====<span class="mw-headline" id="Export_Detailed_Report_on_Sales_Report" style="box-sizing: inherit;">Exporting Detailed Report on Sales Report</span>=====
 #Under the Main Menu, Click '''[[Reports]]'''
 #Under Reports Menu, Click '''[[Sales Report]]''' under [[Sales Reports]].
-#Under [[Sales Report]], Check the Check Number Column, you will see the amount list per month with links. Click on the amount to redirect you to the detailed report of that month.
+#Under [[Sales Report]], Click the amount links corresponding to the specific month column to view its detailed report.
 #Under Detailed Report, click '''Export.'''
 {| 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 100: / Line 111: @@
 |-
 |Sales
-|[[Sales Invoice]]
+|[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
 |-
 |Financial
@@ Line 115: / Line 126: @@
 | 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 4: / Line 4: @@
 ==Sales Report==
 '''Sales Report''' refers to the list of sales transactions in a given month or per year basis.
-===== <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 Report</span></span></span> =====
+=====<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 Report</span></span></span>=====
-* The user should setup have the following records in order to proceed on using the <span>Sales Report</span>
+*The user should setup have the following records in order to proceed on using the <span>Sales Report</span>
-*# [[Customer]]
+*#[[Customer]]
-*# [[Sales Invoice]]
+*#[[Sales Invoice]]
-*# [[Accounts Receivable]]
+*#[[Accounts Receivable]]
 {| class="wikitable" style="margin: auto;"
@@ Line 34: / Line 29: @@
 |-
 |3. '''[[Customer]]'''
-|List of Customer on the Sales Report Record
+|List of Customer on the [[Sales Report]] Record
 |-
 |4. Month Range
@@ Line 67: / Line 62: @@
 |-
 |6. Reference
-|The reference transaction no. attached for the Sales Invoice
+|The reference transaction no. attached for the [[Sales Invoice]]
 *It is different from Sales Invoice No. Reference
 |-
 |7. [[Accounts Receivable|AR No]]
@@ Line 75: / Line 69: @@
 |-
 |8. Amount
-|Total Amount of the Sales Invoice.
+|Total Amount of the [[Sales Invoice|Sales Invoice.]]
 |}
 Notes:
@@ Line 82: / Line 76: @@
 **Customer status can be seen in [[Customer]] Maintenance Module
-===== <span class="mw-headline" id="Exporting_Sales_Report" style="box-sizing: inherit;">Exporting Sales Report</span> =====
+=====<span class="mw-headline" id="Exporting_Sales_Report" style="box-sizing: inherit;">Exporting Sales Report</span>=====
-# Under the Main Menu, Click '''[[Reports]]'''
+#Under the Main Menu, Click '''[[Reports]]'''
-# Under Reports Menu, Click '''[[Sales Report]]''' under [[Sales Reports]].
+#Under Reports Menu, Click '''[[Sales Report]]''' under [[Sales Reports]].
-# Under [[Sales Report]], 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 Report]], click the '''Export Button''' on the right side. Take note that you can filter the Date, and the Customer for precise exportation of records.
-===== <span class="mw-headline" id="Viewing_Vouchers_on_Sales_Report" style="box-sizing: inherit;">Viewing Vouchers on Sales Report</span> =====
+=====<span class="mw-headline" id="Viewing_Vouchers_on_Sales_Report" style="box-sizing: inherit;">Viewing Vouchers on Sales Report</span>=====
-# Under the Main Menu, Click '''[[Reports]]'''
+#Under the Main Menu, Click '''[[Reports]]'''
-# Under Reports Menu, Click '''[[Sales Report]]''' under [[Sales Reports]].
+#Under Reports Menu, Click '''[[Sales Report]]''' under [[Sales Reports]].
-# Under [[Sales Report]], Check the Check Number Column, you will see the amount list per month with links. Click on the amount to redirect you to the detailed report of that month. Click on the specific voucher to view its details.
+#Under [[Sales Report]], Check the Check Number Column, you will see the amount list per month with links. Click on the amount to redirect you to the detailed report of that month. Click on the specific voucher to view its details.
-===== <span class="mw-headline" id="Export_Detailed_Report_on_Sales_Report" style="box-sizing: inherit;">Exporting Detailed Report on Sales Report</span> =====
+=====<span class="mw-headline" id="Export_Detailed_Report_on_Sales_Report" style="box-sizing: inherit;">Exporting Detailed Report on Sales Report</span>=====
-# Under the Main Menu, Click '''[[Reports]]'''
+#Under the Main Menu, Click '''[[Reports]]'''
-# Under Reports Menu, Click '''[[Sales Report]]''' under [[Sales Reports]].
+#Under Reports Menu, Click '''[[Sales Report]]''' under [[Sales Reports]].
-# Under [[Sales Report]], Check the Check Number Column, you will see the amount list per month with links. Click on the amount to redirect you to the detailed report of that month.
+#Under [[Sales Report]], Check the Check Number Column, you will see the amount list per month with links. Click on the amount to redirect you to the detailed report of that month.
-# Under Detailed Report, click '''Export.'''
+#Under Detailed Report, click '''Export.'''
-{| 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="margin: auto;"
+{| 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'''

@@ Line 10: / Line 10: @@
 '''Sales Report''' refers to the list of sales transactions in a given month or per year basis.
 {| class="wikitable"
 |+List of Sales Report Module terms on Oojeema Prime.
 !Field
@@ Line 35: / Line 43: @@
 *Customers must be '''ACTIVE''' status in order to view its records in the report.
 **Customer status can be seen in [[Customer]] Maintenance Module
 ======Detailed Sales Report Menu======
 '''Detailed Sales Report''' Menu refers to the detailed information per customer regarding their sales status.
-{| class="wikitable"
+{| class="wikitable" style="margin: auto;"
 |+Detailed Sales Report Menu:
 !Field
@@ Line 75: / Line 81: @@
 *Customers must be '''ACTIVE''' status in order to view its records in the report.
 **Customer status can be seen in [[Customer]] Maintenance Module
-{| 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;"
+===== <span class="mw-headline" id="Exporting_Sales_Report" style="box-sizing: inherit;">Exporting Sales Report</span> =====
 |+ 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'''
@@ Line 99: / Line 123: @@
 |- 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 38: / Line 38: @@
 ======Detailed Sales Report Menu======
-[[File:Detailed Sales Report Menu.png|center|thumb|584x584px|Detailed Sales Report Menu]]
+[[File:Detail Sales Report Menu.png|center|thumb|584x584px|Detailed Sales Report Menu]]
+'''Detailed Sales Report''' Menu refers to the detailed information per customer regarding their sales status.
+{| class="wikitable"
-Detailed Sales Report Menu refers to the detailed information per customer regarding their sales status.
+|+Detailed Sales Report Menu:
+!Field
-#[[Customer]] - Customer Name in the Detailed Sales Report
+!Description
-#Address - the Customers Address
+|-
-#Date - Date when the [[Sales Invoice]] is issued.
+|1. [[Customer]]
-#[[Sales Invoice|Sales Invoice No.]] - The reference number of the Sales Invoice.
+|Customer Name in the Detailed Sales Report
-#Reference - The reference transaction no. attached for the Sales Invoice
+|-
-#*It is different from the Sales Invoice No. Reference
+|2. Address
-#[[Accounts Receivable|AR No]] - Reference number of the [[Accounts Receivable]] tag to the Sales Invoice
+|The Customer's Address
-#Amount - Total Amount of the Sales Invoice.<br />
+|-
 Notes: