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Difference between revisions of "Returns per Customer"

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*For detailed instructions on how to Export Returns per Customer and how to view its detailed report on sales return per customer, the user may visit the Returns per customer Job Aids which can be found [[Returns per Customer Aids|here]]
 
*For detailed instructions on how to Export Returns per Customer and how to view its detailed report on sales return per customer, the user may visit the Returns per customer Job Aids which can be found [[Returns per Customer Aids|here]]
  
−
======Detailed Report per Customer(Sales Invoice)======
+
======Detailed Sales Return Per Customer======
−
'''Detailed Report per Customer''' refers to the list of detailed Invoice report per customer.
+
'''Detailed Sales Return per Customer''' refers to the list of detailed Sales Return Record per customer.
−
[[File:Detailed Sales Report per Customer(Invoice).png|center|thumb|1045x1045px|Detailed Sales Report per Customer(Invoice)]]
+
[[File:Detailed Sales Return Per Customer.png|center|thumb|1020x1020px|Detailed Sales Return Per Customer]]
 
<br />
 
<br />
 
{| class="wikitable"
 
{| class="wikitable"
−
|+Detailed Report per Customer Terms under Sales Report per Customer
+
|+Detailed Sales Return per Customer
 
!Fields
 
!Fields
 
!Description
 
!Description
 
|-
 
|-
−
|1. '''Transaction Date'''
+
|1. '''Customer Details'''
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|Date when the transaction created.
+
|Basic Information of the [[Customer]]
 
|-
 
|-
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|2. '''Sales Invoice No.'''
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|2. '''Transaction Date'''
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|Reference No. of the [[Sales Invoice]]
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|Date of [[Sales Return]] Record
 
|-
 
|-
−
|3. '''Reference No'''
+
|3. '''SR. No'''
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|Reference No. tagged on the [[Sales Invoice]]
+
|[[Sales Return]] Reference Number
 
|-
 
|-
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|4. '''Sales Amount'''
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|4. '''Item'''
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|The amount of sales accumulated of the [[Sales Invoice]]
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|Item/s returned in the record
 
|-
 
|-
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|5. '''Return Amount'''
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|5. '''Quantity'''
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|The amount of sales return if any in the [[Sales Invoice]].
+
|Quantity of Items returned
 
|-
 
|-
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|6. '''Total'''
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|6. '''Unit of Measure(UOM)'''
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|The total amount accumulated on the Transaction coming from [[Sales Invoice]] and [[Sales Return]].
+
|Unit of Measure of an Item
 
|-
 
|-
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|7. '''Export'''
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|7. '''Unit Price'''
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|Allows the user to Export the report into Spreadsheet
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|Price per unit of an item
 +
|-
 +
|8. '''Amount'''
 +
|Total Amount to be returned based from the quantity the quantity return and unit Price
 +
|-
 +
|9. '''Export'''
 +
|Allows the user to Export the Record into spreadsheet
 
|}
 
|}
 
Notes:
 
Notes:
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*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]]
 
*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 ======
 +
[[File:View Detailed Sales Return per Customer.png|center|thumb|1000x1000px|View Detailed Sales Return per Customer]]
 +
<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;"
 
{| 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:

Revision as of 13:05, 1 June 2021

Sales Return per Customer

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.

File:Sales Return per Customer Menu.png
Sales Return per Customer Menu


Returns per Customer terms in Oojeema Prime
Field Description
1. Record Filter (Date Range, Customer) Set of filter options for precise search of records
  • Customer dropdown filter will only show customers with Sales Return Transactions
2. Export Allows the user to Export the record into spreadsheet.
3. Customer List of customer and their corresponding sales return amount
4. Amount The amount that accumulated by the customer in the list of returns

Notes:

  • Customer status must be ACTIVE in order to view its records.
    • Customer status can be found in Customer Maintenance Status
  • For detailed instructions on how to Export Returns per Customer and how to view its detailed report on sales return per customer, the user may visit the Returns per customer Job Aids which can be found here
Detailed Sales Return Per Customer

Detailed Sales Return per Customer refers to the list of detailed Sales Return Record per customer.

File:Detailed Sales Return Per Customer.png
Detailed Sales Return Per Customer


Detailed Sales Return per Customer
Fields Description
1. Customer Details Basic Information of the Customer
2. Transaction Date Date of Sales Return Record
3. SR. No Sales Return Reference Number
4. Item Item/s returned in the record
5. Quantity Quantity of Items returned
6. Unit of Measure(UOM) Unit of Measure of an Item
7. Unit Price Price per unit of an item
8. Amount Total Amount to be returned based from the quantity the quantity return and unit Price
9. Export Allows the user to Export the Record into spreadsheet

Notes:

  • 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 Returns per Customer and export all records, the user may Visit Returns Per Customer Job Aids which can be found here
View Detailed Sales Return Per Customer Record
File:View Detailed Sales Return per Customer.png
View Detailed Sales Return per Customer


Categories:
Modules
Inventory Aids Sales Return Aids
Maintenance Maintenance | Customer
Reports Module (Reports)
Reports Sales Reports
Sales Reports 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
Inventory Aids Sales Return Aids
Maintenance Aids Customer Aids
Reports Aid
Sales Reports 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 Top Item Aids | Returns per Customer Aids
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