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Difference between revisions of "Sales Register"

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{{DISPLAYTITLE:Sales Report(Module)}}<div style="text-align: center;">
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[[Sales Reports|Sales Reports List]] | [[Sales Register]]
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</div>
  
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==Sales Register==
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'''Sales Register''' refers to the list of sales transactions in a given period
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=====<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 Register</span></span></span>=====
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*The user should setup have the following records in order to proceed on using the <span>Sales Report</span>
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*#[[Customer]]
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*#[[Sales Invoice]]
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{| class="wikitable" style="margin: auto;"
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|+List of Sales Register Module terms on Oojeema Prime.
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!Field
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!Description
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|-
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|1. '''Record Filter''' (Year, Customer)
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|Set of filter options for precise search of records.
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*Year will be set at the current year by default.
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*Customer filter dropdown will only show customers with Invoice Transactions.
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|-
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|2. Export
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|Allows the user to Export the report into Spreadsheet
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|-
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|3. Sales Invoice
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|List of Sales Invoice specify within the date range.
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|-
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|4. '''[[Customer]]'''
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|List of Customer on the [[Sales Register]] Record
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|}
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Notes:
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*Customers must be '''ACTIVE''' status in order to view its records in the report.
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**Customer status can be seen in [[Customer]] Maintenance Module
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=====<span class="mw-headline" id="Exporting_Sales_Report" style="box-sizing: inherit;">Filtering and Exporting Sales Register</span>=====
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#Under the Main Menu, Click '''[[Reports]]'''
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#Under Reports Menu, Click '''[[Sales Register]]''' under [[Sales Reports]].
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#Under Sales Register, click the '''Export Button''' on the right side. Take note that you can filter the Date, and the Customer for precise exportation of records.
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{| class="wikitable" style="margin: auto;"
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|+ 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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! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
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|-
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|Sales
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|[[Sales Invoice]]
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|- style="height:25px;"
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| style="" |Maintenance
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| style="" |[[Maintenance]]<nowiki> | </nowiki>[[Customer]]
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|- style="box-sizing: inherit;"
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module ([[Reports]])'''
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|- style="box-sizing: inherit;"
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| style="" |Reports
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| style="" |[[Sales Reports]]
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|- style="box-sizing: inherit;"
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| style="" |Sales Reports
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| 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]]
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|- style="box-sizing: inherit;"
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|- style="box-sizing: inherit;"
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| style="" |Maintenance Aids
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| style="" |[[Customer Aids]]
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|}

Revision as of 11:33, 3 December 2021

Sales Register

Sales Register refers to the list of sales transactions in a given period

Requirements before using Sales Register
  • The user should setup have the following records in order to proceed on using the Sales Report
    1. Customer
    2. Sales Invoice
List of Sales Register Module terms on Oojeema Prime.
Field Description
1. Record Filter (Year, Customer) Set of filter options for precise search of records.
  • Year will be set at the current year by default.
  • Customer filter dropdown will only show customers with Invoice Transactions.
2. Export Allows the user to Export the report into Spreadsheet
3. Sales Invoice List of Sales Invoice specify within the date range.
4. Customer List of Customer on the Sales Register Record

Notes:

  • Customers must be ACTIVE status in order to view its records in the report.
    • Customer status can be seen in Customer Maintenance Module
Filtering and Exporting Sales Register
  1. Under the Main Menu, Click Reports
  2. Under Reports Menu, Click Sales Register under Sales Reports.
  3. Under Sales Register, click the Export Button on the right side. Take note that you can filter the Date, and the Customer for precise exportation of records.
Categories:
Modules
Sales Sales Invoice
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
Maintenance Aids Customer Aids
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