Difference between revisions of "Pro Sales Report Job Aids"

Revision as of 13:09, 12 July 2021

Under Main Menu, Click Reports
Under Reports Menu, Go to Inventory Reports then click Sales Report
- The user can also click the Search bar then look for Sales Report
Click the CSV button to Extract the report into CSV Excel File
- The user has an option to filter the record by Customer, Date Range and Item

@@ Line 6: / Line 6: @@
 #Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]]
-#Under Reports Menu, Go to Financial statements then click <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">'''Sales Report'''</span>[[File:Pro Sales Report (Export) - Step 02.png|center|562x562px]]<br />
+#Under Reports Menu, Go to Inventory Reports then click <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">'''Sales Report'''</span>[[File:Pro Sales Report (Export) - Step 02.png|center|562x562px]]<br />
 #*The user can also click the Search bar then look for <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Sales Report</span>[[File:Pro Sales Report (Export) - Step 02.1.png|center|313x313px]]
 #Click the CSV button to Extract the report into CSV Excel File[[File:Pro Sales Report (Export) - Step 03.png|center|950x950px]]
 #*The user has an option to filter the record by Customer, Date Range and Item [[File:Pro Sales Report (Export) - Step 03.1.png|center|600x600px]]<br />