Sales per Customer - Revision history

Gelo: Changed categories.

2022-04-07T06:28:51Z

Changed categories.

Gelo: Changed categories.

2022-04-06T06:15:23Z

Changed categories.

Gelo at 05:07, 31 March 2022

2022-03-31T05:07:00Z

Gelo at 06:17, 14 March 2022

2022-03-14T06:17:51Z

Gelo at 04:53, 6 December 2021

2021-12-06T04:53:15Z

Gelo at 05:07, 3 December 2021

2021-12-03T05:07:23Z

Gelo at 05:07, 3 December 2021

2021-12-03T05:07:00Z

Gelo at 04:59, 3 December 2021

2021-12-03T04:59:35Z

Gelo at 05:08, 29 April 2021

2021-04-29T05:08:28Z

Gelo at 05:16, 25 March 2021

2021-03-25T05:16:05Z

← Older revision		Revision as of 06:28, 7 April 2022
Line 160:		Line 160:
	[[Category:Sales]]		[[Category:Sales]]
	[[Category:Sales Reports]]		[[Category:Sales Reports]]
		+	[[Category:Inventory]]
		+	[[Category:Financials]]

← Older revision		Revision as of 06:15, 6 April 2022
Line 158:		Line 158:
	\| 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 79: / Line 79: @@
 =====<span class="mw-headline" id="Exporting_Sales_per_Customer_Report" style="box-sizing: inherit;">Exporting Sales per Customer Report</span>=====
-#Under the Main Menu, Click '''[[Reports]]'''
+#Click [[Reports]] under Main Menu
 #Under Reports Menu, Click '''[[Sales per Customer]]''' under Sales Reports.
 #Under [[Sales per Customer]], click the '''Export Button''' on the right side. Take note that you can filter the Date and Customer for precise exportation of records.
@@ Line 121: / Line 121: @@
 =====<span class="mw-headline" id="Returning_Amount_on_Sales_per_Customer" style="box-sizing: inherit;">Viewing Detailed Report per Customer</span>=====
-#Under the Main Menu, Click '''[[Reports]]'''
+#Click [[Reports]] under Main Menu
 #Under Reports Menu, Click '''[[Sales per Customer]]''' under Sales Reports.
 #Under [[Sales per Customer]], Clicking the Customer link under customer column will redirect the user to Detailed per Customer record.
-#Under Detailed Sales per Customer, clicking the records under Document No and Reference No column will redirect the user to the details of the specific record
+#Under Detailed Report per Customer, clicking the records under Document No and Reference No column will redirect the user to the details of the specific record
 [[File:Sales Reports - Sales per Customer - View Detailed.png|border|center|2415x2415px]]
@@ Line 130: / Line 130: @@
 =====<span class="mw-headline" id="Exporting_Return_Amount_Report_on_Sales_per_Customer" style="box-sizing: inherit;">Exporting Detailed Report on Sales per Customer</span>=====
-#Under the Main Menu, Click '''[[Reports]]'''
+#Click [[Reports]] under Main Menu
 #Under Reports Menu, Click '''[[Sales per Customer]]''' under [[Sales Reports]].
 #Under [[Sales per Customer]], Clicking the Customer link under customer column will redirect the user to Detailed per Customer record.
@@ Line 144: / Line 144: @@
 |[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
 |-
 |Inventory
 |[[Sales Return]]
 |- style="height:25px;"

@@ Line 5: / Line 5: @@
 ======Sales per Customer Menu======
 '''Sales per Customer''' refers to the list of sales Transactions per Customer in a given period.
@@ Line 82: / Line 84: @@
 ======Detailed Report per Customer(Sales Return)======
 Detailed Report per Customer refers to the list of detailed returns report per customer.
 {| class="wikitable" style="margin: auto;"
@@ Line 114: / Line 119: @@
 **Customer status can be found in [[Customer]] Maintenance Status
-=====<span class="mw-headline" id="Returning_Amount_on_Sales_per_Customer" style="box-sizing: inherit;">Viewing Returning Amount on Sales per Customer</span>=====
+=====<span class="mw-headline" id="Returning_Amount_on_Sales_per_Customer" style="box-sizing: inherit;">Viewing Detailed Report per Customer</span>=====
 #Under the Main Menu, Click '''[[Reports]]'''
 #Under Reports Menu, Click '''[[Sales per Customer]]''' under Sales Reports.
-#Under [[Sales per Customer]], Check the Returned Amount Column, you will see the Returned amount list per customer with links. Click on the Returned amount to redirect you to the detailed report of amount returned.
+#Under [[Sales per Customer]], Clicking the Customer link under customer column will redirect the user to Detailed per Customer record.
-=====<span class="mw-headline" id="Exporting_Return_Amount_Report_on_Sales_per_Customer" style="box-sizing: inherit;">Exporting Return Amount Report on Sales per Customer</span>=====
+[[File:Sales Reports - Sales per Customer - View Detailed.png|border|center|2415x2415px]]
 #Under the Main Menu, Click '''[[Reports]]'''
 #Under Reports Menu, Click '''[[Sales per Customer]]''' under [[Sales Reports]].
-#Under [[Sales per Customer]], Check the Returned Amount Column, you will see the Returned amount list per customer with links. Click on the Returned amount to redirect you to the detailed report of amount returned.
+#Under [[Sales per Customer]], Clicking the Customer link under customer column will redirect the user to Detailed per Customer record.
-#Click '''Export'''
+#Click Export under Detailed Sales per Customer
 {| 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 132: / Line 142: @@
 |-
 |Sales
-|[[Sales Invoice]]
+|[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
 |-
-|Inventory Aids
+|Inventory
-|[[Sales Return Aids]]
+|[[Sales Return]]
 |- style="height:25px;"
 | style="" |Maintenance
@@ Line 147: / Line 157: @@
 | 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 44: / Line 44: @@
 *Customer status must be '''ACTIVE''' in order to view its records.
 **Customer status can be found in [[Customer]] Maintenance Status
 ======Detailed Report per Customer(Sales Invoice)======
@@ Line 128: / Line 127: @@
 #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 8: / Line 8: @@
 '''Sales per Customer''' refers to the list of sales Transactions per Customer in a given period.
-===== <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 Sales 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 Sales per Customer</span></span></span></span>=====
-* The user should setup have the following records in order to proceed on using the <span style="box-sizing: inherit;">Sales</span> <span>per Customer</span>
+*The user should setup have the following records in order to proceed on using the <span style="box-sizing: inherit;">Sales</span> <span>per Customer</span>
-*# [[Customer]]
+*#[[Customer]]
-*# [[Sales Invoice]]
+*#[[Sales Invoice]]
-*# [[Sales Return]]
+*#[[Sales Return]]
-{| class="wikitable"
+{| class="wikitable" style="margin: auto;"
 |+Sales Per Customer Report terms in Oojeema Prime
 !Field
@@ Line 47: / Line 47: @@
 ======Detailed Report per Customer(Sales Invoice)======
 '''Detailed Report per Customer''' refers to the list of detailed Invoice report per customer.
 {| class="wikitable"
@@ Line 78: / Line 76: @@
 **Customer status can be found in [[Customer]] Maintenance Status
-===== <span class="mw-headline" id="Exporting_Sales_per_Customer_Report" style="box-sizing: inherit;">Exporting Sales per Customer Report</span> =====
+=====<span class="mw-headline" id="Exporting_Sales_per_Customer_Report" style="box-sizing: inherit;">Exporting Sales per Customer Report</span>=====
-# Under the Main Menu, Click '''[[Reports]]'''
+#Under the Main Menu, Click '''[[Reports]]'''
-# Under Reports Menu, Click '''[[Sales per Customer]]''' under Sales Reports.
+#Under Reports Menu, Click '''[[Sales per Customer]]''' under Sales Reports.
-# Under [[Sales per Customer]], click the '''Export Button''' on the right side. Take note that you can filter the Date and Customer for precise exportation of records.
+#Under [[Sales per Customer]], click the '''Export Button''' on the right side. Take note that you can filter the Date and Customer for precise exportation of records.
 ======Detailed Report per Customer(Sales Return)======
 Detailed Report per Customer refers to the list of detailed returns report per customer.
-{| class="wikitable"
+{| class="wikitable" style="margin: auto;"
 |+Detailed Report per Customer Terms under Sales Report per Customer
 !Field
@@ Line 117: / Line 115: @@
 **Customer status can be found in [[Customer]] Maintenance Status
-===== <span class="mw-headline" id="Returning_Amount_on_Sales_per_Customer" style="box-sizing: inherit;">Viewing Returning Amount on Sales per Customer</span> =====
+=====<span class="mw-headline" id="Returning_Amount_on_Sales_per_Customer" style="box-sizing: inherit;">Viewing Returning Amount on Sales per Customer</span>=====
-# Under the Main Menu, Click '''[[Reports]]'''
+#Under the Main Menu, Click '''[[Reports]]'''
-# Under Reports Menu, Click '''[[Sales per Customer]]''' under Sales Reports.
+#Under Reports Menu, Click '''[[Sales per Customer]]''' under Sales Reports.
-# Under [[Sales per Customer]], Check the Returned Amount Column, you will see the Returned amount list per customer with links. Click on the Returned amount to redirect you to the detailed report of amount returned.
+#Under [[Sales per Customer]], Check the Returned Amount Column, you will see the Returned amount list per customer with links. Click on the Returned amount to redirect you to the detailed report of amount returned.
-===== <span class="mw-headline" id="Exporting_Return_Amount_Report_on_Sales_per_Customer" style="box-sizing: inherit;">Exporting Return Amount Report on Sales per Customer</span> =====
+=====<span class="mw-headline" id="Exporting_Return_Amount_Report_on_Sales_per_Customer" style="box-sizing: inherit;">Exporting Return Amount Report on Sales per Customer</span>=====
-# Under the Main Menu, Click '''[[Reports]]'''
+#Under the Main Menu, Click '''[[Reports]]'''
-# Under Reports Menu, Click '''[[Sales per Customer]]''' under [[Sales Reports]].
+#Under Reports Menu, Click '''[[Sales per Customer]]''' under [[Sales Reports]].
-# Under [[Sales per Customer]], Check the Returned Amount Column, you will see the Returned amount list per customer with links. Click on the Returned amount to redirect you to the detailed report of amount returned.
+#Under [[Sales per Customer]], Check the Returned Amount Column, you will see the Returned amount list per customer with links. Click on the Returned amount to redirect you to the detailed report of amount returned.
-# Click '''Export'''
+#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;"
+{| 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;"
 |+ 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 1: / Line 1: @@
 <div style="text-align: center;">
-[[Sales Reports|Sales Reports List]] | [[Sales per Customer]] | [[Returns per Customer]] | [[Sales per Customer Aids]] | [[Returns per Customer Aids]]
+[[Sales Reports|Sales Reports List]] | [[Sales per Customer]] | [[Returns per Customer]]
 </div>
 ==Sales per Customer==
 ======Sales per Customer Menu======
 {| class="wikitable"
 |+Sales Per Customer Report terms in Oojeema Prime
@@ Line 71: / Line 77: @@
 *Customer status must be '''ACTIVE''' in order to view its records.
 **Customer status can be found in [[Customer]] Maintenance Status
-<br />
+===== <span class="mw-headline" id="Exporting_Sales_per_Customer_Report" style="box-sizing: inherit;">Exporting Sales per Customer Report</span> =====
 ======Detailed Report per Customer(Sales Return)======
 Detailed Report per Customer refers to the list of detailed returns report per customer.
 {| class="wikitable"
@@ Line 107: / Line 116: @@
 *Customer status must be '''ACTIVE''' in order to view its records.
 **Customer status can be found in [[Customer]] Maintenance Status
-*For further instructions on how to view Detailed Report for Invoice and Returns per Customer and export all records, the user may Visit Sales Per Customer Job Aids which can be found [[Sales per Customer Aids|here]]
 {| 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 131: / Line 152: @@
 |- 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]]<nowiki> | </nowiki>[[Item Master Aids]]
 |}

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">
 [[Sales Reports|Sales Reports List]] | [[Sales per Customer]] | [[Returns per Customer]] | [[Sales per Customer Aids]] | [[Returns per Customer Aids]]
-</div><br />
+</div>
 ==Sales per Customer==
 ======Sales per Customer Menu======
-[[File:Sales Per Customer Menu.png|center|thumb|1051x1051px|Sales Per Customer Menu]]
+[[File:Sales per Customer Menu.png|center|thumb|1052x1052px|Sales per Customer Menu]]
-#'''Record Filter'''(Date Range, Customer) - Set of filter options for precise viewing record.
+'''Sales per Customer''' refers to the list of sales Transactions per Customer in a given period.
-#'''Customer''' - set of customer that has sales amount and returned amount.
+{| class="wikitable"
-#'''Sales Amount''' - the Sales amount accumulated by the Customer on a given period
+|+Sales Per Customer Report terms in Oojeema Prime
-#'''Returned Amount''' - the Returned amount of the customer from the [[Sales Return]] Transaction on a given period.
+!Field
-#*The user will be redirected to [[Returns per Customer]] when clicking the returned amount link.
+!Description
-#'''Total Amount''' - overall amount coming from sales and returned amount of the customer.
+|-
 Notes:
@@ Line 27: / Line 43: @@
 [[File:Detailed Sales Report per Customer(Invoice).png|center|thumb|1047x1047px|Detailed Sales Report per Customer(Sales Return)]]
+'''Detailed Report per Customer''' refers to the list of detailed Invoice report per customer.
-Detailed Report per Customer refers to the list of detailed Invoice report per customer.
+{| class="wikitable"
+|+Detailed Report per Customer Terms under Sales Report per Customer
-Detailed Report per Customer Terms under Sales Report per Customer
+!Field
+!Description
-#'''Transaction Date''' - Date when the transaction created.
+|-
-#'''Sales Invoice No.''' - Reference No. of the [[Sales Invoice]]
+|1. '''Transaction Date'''
-#'''Reference No''' - Reference No. tagged on the Sales Invoice
+|Date when the transaction created.
-#'''Sales Amount''' - The amount of sales accumulated of the [[Sales Invoice]]
+|-
-#'''Return Amount''' - The amount of sales return if any in the [[Sales Invoice]].
+|2. '''Sales Invoice No.'''
-#'''Total''' - The total amount accumulated on the Transaction coming from [[Sales Invoice]] and [[Sales Return]].
+|Reference No. of the [[Sales Invoice]]
+|-
 Notes:
@@ Line 49: / Line 77: @@
 [[File:Detailed Sales Report per Customer.png|center|thumb|1050x1050px|Detailed Sales Report per Customer(Sales Return)]]
 Detailed Report per Customer refers to the list of detailed returns report per customer.
+{| class="wikitable"
-Detailed Report per Customer Terms under Sales Report per Customer
+|+Detailed Report per Customer Terms under Sales Report per Customer
+!Field
-#'''Transaction Date''' - Date when the transaction created.
+!Description
-#'''SR No.''' - Reference No. of the [[Sales Return]] Transaction
+|-
-#'''Item''' - List of Items returned on the [[Sales Return]] Transaction.
+|1. '''Transaction Date'''
-#'''Quantity''' - Quantity of the returned Items
+|Date when the transaction created.
-#'''Unit of Measure(UOM)''' - Unit of Measure of the returned Items
+|-
-#'''Unit Price''' - The price amount returned from the list of items in the [[Sales Return]] Transaction
+|2. '''SR No'''
-#'''Amount''' - Total amount of returned item.
+|Reference No. of the [[Sales Return]] Transaction
+|-
 Notes: