Discussion

Difference between revisions of "Sales Top Item"

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[[Sales Reports|Sales Reports List]] | [[Sales Top Item]] | [[Sales Top Item Aids]]
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[[Sales Reports|Sales Reports List]] | [[Sales Top Item]] | [[Sales Top Item Aids]]<br /><br /></div>
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== Sales - Top Item ==
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====== Sales Top Item Menu List ======
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[[File:Sales Top Item Menu List.png|center|thumb|1051x1051px|Sales Top Item Menu List]]'''Sales Top Item''' refers the list of items sold at a Given Period, ranking the Top sales from highest to lowest.
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Sales Top Item Menu List Terms on Oojeema Prime
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# '''Record Filter''' (Date Range, Brand, Item List) - set of filter records for precise searching of records.
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#* Date range will be automatically set on the current month by default.
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#* Brands will be automatically set on Filter: All by default.
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#* Items displayed option will be automatically set to 10 by default.
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# '''Rank''' - The rank of the items based on quantity and amount sales from highest to lowest.
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# '''Item''' - The name of the item.
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# '''Brand''' - The brand of the item.
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# '''Category''' - The [[Item Class|Class]] or the category of the item.
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# '''[[Unit of Measure]]''' - the standard unit of measure of the item.
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# '''Quantity Sold''' - Number of items sold
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# '''Quantity Returned''' - Number of items returned
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# '''Net Quantity''' - Total number of items sold based from its quantity sold and the items returned
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# '''Amount''' - The total amount of all items based on its net quantity
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Notes:
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* Brand must be on '''ACTIVE''' status in order to view its records in the report
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** Brand status can be seen in [[Brand]] Maintenance Module
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** No records will be display if all items in the Item Master has no brand indicated.
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* Clicking the link on Quantity Sold and Quantity Returned will redirect the user to the detailed List of Transactions corresponding to that Item.
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* For further instructions on how to Export and view detailed list of transaction of Items Sold and Items Returned. The user may visit the Sales Top Items Aid Job Aids which can be found [[Sales Top Item Aids|here]]<br />
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====== List of Transactions (Quantity Sold) ======
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[[File:List of Transactions(Qty Sold).png|center|thumb|594x594px|List of Transactions(Quantity Sold)]]'''List of Transactions for Quantity Sold''' refers to a detailed report of a specific item and its list of Invoices breakdown of its sales.
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List of Transactions for Quantity Sold Terms under Sales - Top Item Menu List
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# '''Item Code''' - Reference Number of the Item
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# '''Search Bar''' - A search text box that guides the users to find a specific record.
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# '''Transaction Date''' - Date when the transaction was created.
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# '''Voucher No.''' - Reference No. of the Invoice
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# '''Quantity''' - Number of Items sold in Sales Invoice
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# '''Amount''' - the total amount sold based from the Quantity and its unit Price
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Notes:
 +
 
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* Clicking on the Voucher Number will redirect the user to the View [[Sales Invoice]] Module.
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* For further instructions on how to view the invoice. The user may visit the Sales Top Items Aid Job Aids which can be found [[Sales Top Item Aids|here]]
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====== View Voucher under List of Transactions(Quantity Sold) ======
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[[File:List of Transaction(Qty-Sold-View).png|link=https://docs.oojeema.com/File:List%20of%20Transaction(Qty-Sold-View).png|center|thumb|1000x1000px|List of Transactions(Qty Sold - View)]]
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====== List of Transactions(Quantity Returned) ======
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[[File:List of Transactions(Qty Returned).png|center|thumb|586x586px|List of Transactions(Quantity Returned)]]'''List of Transactions for Quantity Returned''' refers to a detailed report of the returned item and its list of Sales Return breakdown.
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List of Transactions for Quantity Returned Terms under Sales - Top Item Menu List
 +
 
 +
# '''Item Code''' - Reference Number of the Item
 +
# '''Search Bar''' - A search text box that guides the users to find a specific record.
 +
# '''Transaction Date''' - Date when the transaction was created.
 +
# '''Voucher No.''' - Reference No. of the Sales Return
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# '''Quantity''' - Number of Items Returned in the Sales Return record
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# '''Amount''' - the total amount returned based from the Quantity and its unit Price
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Notes:
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* Clicking on the Voucher Number will redirect the user to the View [[Sales Return]] Module.
 +
* For further instructions on how to view the invoice. The user may visit the Sales Top Items Aid Job Aids which can be found [[Sales Top Item Aids|here]]
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====== View Voucher under List of Transactions(Quantity Returned) ======
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[[File:List of Transaction(Qty-Return-View).png|center|thumb|1000x1000px|List of Transaction(Quantity Return - View)]]
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{| 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="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
 
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
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|- style="height:25px;"
 
|- style="height:25px;"
 
| style="" |Maintenance
 
| style="" |Maintenance
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| style="" |[[Maintenance]]<nowiki> | </nowiki>[[Item Class]]<nowiki> | </nowiki>[[Warehouse]]
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| style="" |[[Maintenance]]<nowiki> | </nowiki>[[Brand]]<nowiki> | </nowiki>[[Item Class]]<nowiki> | </nowiki>[[Warehouse]]
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module ([[Reports]])'''
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module ([[Reports]])'''
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|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Maintenance Aids
 
| style="" |Maintenance Aids
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| style="" |[[Item Class Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]
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| style="" |[[Brand]]<nowiki> | </nowiki>[[Item Class Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Aid'''
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Aid'''
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| style="" |Sales Reports
 
| style="" |Sales Reports
 
| style="" |[[Sales Person Report Aids&action=view|Sales Person Report Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Stock Ledger Aids&action=view|Stock Ledger Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Report Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Register Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Warehouse Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Customer Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Stock Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Transfer per Stock Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Item Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Category Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Category Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Top Item Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Returns per Customer Aids]]
 
| style="" |[[Sales Person Report Aids&action=view|Sales Person Report Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Stock Ledger Aids&action=view|Stock Ledger Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Report Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Register Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Warehouse Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Customer Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Stock Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Transfer per Stock Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Item Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Category Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Category Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Top Item Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Returns per Customer Aids]]
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|}</div>
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|}

Revision as of 11:07, 16 February 2021

Sales - Top Item

Sales Top Item Menu List
File:Sales Top Item Menu List.png
Sales Top Item Menu List

Sales Top Item refers the list of items sold at a Given Period, ranking the Top sales from highest to lowest.

Sales Top Item Menu List Terms on Oojeema Prime

  1. Record Filter (Date Range, Brand, Item List) - set of filter records for precise searching of records.
    • Date range will be automatically set on the current month by default.
    • Brands will be automatically set on Filter: All by default.
    • Items displayed option will be automatically set to 10 by default.
  2. Rank - The rank of the items based on quantity and amount sales from highest to lowest.
  3. Item - The name of the item.
  4. Brand - The brand of the item.
  5. Category - The Class or the category of the item.
  6. Unit of Measure - the standard unit of measure of the item.
  7. Quantity Sold - Number of items sold
  8. Quantity Returned - Number of items returned
  9. Net Quantity - Total number of items sold based from its quantity sold and the items returned
  10. Amount - The total amount of all items based on its net quantity

Notes:

  • Brand must be on ACTIVE status in order to view its records in the report
    • Brand status can be seen in Brand Maintenance Module
    • No records will be display if all items in the Item Master has no brand indicated.
  • Clicking the link on Quantity Sold and Quantity Returned will redirect the user to the detailed List of Transactions corresponding to that Item.
  • For further instructions on how to Export and view detailed list of transaction of Items Sold and Items Returned. The user may visit the Sales Top Items Aid Job Aids which can be found here
List of Transactions (Quantity Sold)
File:List of Transactions(Qty Sold).png
List of Transactions(Quantity Sold)

List of Transactions for Quantity Sold refers to a detailed report of a specific item and its list of Invoices breakdown of its sales.

List of Transactions for Quantity Sold Terms under Sales - Top Item Menu List

  1. Item Code - Reference Number of the Item
  2. Search Bar - A search text box that guides the users to find a specific record.
  3. Transaction Date - Date when the transaction was created.
  4. Voucher No. - Reference No. of the Invoice
  5. Quantity - Number of Items sold in Sales Invoice
  6. Amount - the total amount sold based from the Quantity and its unit Price

Notes:

  • Clicking on the Voucher Number will redirect the user to the View Sales Invoice Module.
  • For further instructions on how to view the invoice. The user may visit the Sales Top Items Aid Job Aids which can be found here
View Voucher under List of Transactions(Quantity Sold)
File:List of Transaction(Qty-Sold-View).png
List of Transactions(Qty Sold - View)
List of Transactions(Quantity Returned)
File:List of Transactions(Qty Returned).png
List of Transactions(Quantity Returned)

List of Transactions for Quantity Returned refers to a detailed report of the returned item and its list of Sales Return breakdown.

List of Transactions for Quantity Returned Terms under Sales - Top Item Menu List

  1. Item Code - Reference Number of the Item
  2. Search Bar - A search text box that guides the users to find a specific record.
  3. Transaction Date - Date when the transaction was created.
  4. Voucher No. - Reference No. of the Sales Return
  5. Quantity - Number of Items Returned in the Sales Return record
  6. Amount - the total amount returned based from the Quantity and its unit Price

Notes:

  • Clicking on the Voucher Number will redirect the user to the View Sales Return Module.
  • For further instructions on how to view the invoice. The user may visit the Sales Top Items Aid Job Aids which can be found here
View Voucher under List of Transactions(Quantity Returned)
File:List of Transaction(Qty-Return-View).png
List of Transaction(Quantity Return - View)


Categories:
Modules
Sales Sales Invoice
Inventory Aids Sales Return
Maintenance Maintenance | Brand | Item Class | Warehouse
Reports Module (Reports)
Reports Sales Reports
Sales Reports Sales Person Report | Stock Ledger | Sales Report | Sales Register | Sales per Warehouse | Sales per Customer | Sales per Stock | Sales Transfer per Stock | Sales per Item | Sales per Category | Sales-Top Item | Returns per Customer
Job Aid Modules
Sales Aids Sales Invoice Aids
Inventory Aids Sales Return Aids
Maintenance Aids Brand | Item Class Aids | Warehouse Aids
Reports Aid
Sales Reports Sales Person Report Aids | Stock Ledger Aids | Sales Report Aids | Sales Register Aids | Sales per Warehouse Aids | Sales per Customer Aids | Sales per Stock Aids | Sales Transfer per Stock Aids | Sales per Item Aids | Sales per Category Aids | Sales per Category Aids | Sales Top Item Aids | Returns per Customer Aids
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