Returns per Customer

Sales Reports List | Sales per Customer | Returns per Customer Aids

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.

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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.

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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