Difference between revisions of "Returns per Customer"

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======Sales Return per Customer Menu======
 
======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.
 
'''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|center|thumb|1000x1000px|Sales Return per Customer Menu]]
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<br />
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===== <span class="mw-headline" id="Requirements_before_using_Sales_Report" style="box-sizing: inherit;"><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 Returns per Customer</span></span></span></span> =====
{| class="wikitable"
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* The user should setup have the following records in order to proceed on using the <span>Returns per Customer</span>
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** [[Item Master]]
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** [[Warehouse]]
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** [[Sales Return]]
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{| class="wikitable" style="margin: auto;"
 
|+Returns per Customer terms in Oojeema Prime
 
|+Returns per Customer terms in Oojeema Prime
 
!Field
 
!Field
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*Customer status must be '''ACTIVE''' in order to view its records.
 
*Customer status must be '''ACTIVE''' in order to view its records.
 
**Customer status can be found in [[Customer]] Maintenance Status
 
**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 [[Returns per Customer Aids|here]]
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===== <span class="mw-headline" id="Exporting_Returns_per_Customer_Record" style="box-sizing: inherit;">Exporting Returns per Customer Record</span> =====
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# Under Main Menu, Click '''[[Reports]]'''
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# Under Reports Menu, Click '''[[Returns per Customer]]''' under [[Sales Reports|Sales Reports.]]
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# Under [[Returns per Customer]] Review, You can click the '''Export Button''' on the right side. Take note to search for a customer first and check for the Date for precise exportation of records.
  
 
======Detailed Sales Return Per Customer======
 
======Detailed Sales Return Per Customer======
 
'''Detailed Sales Return per Customer''' refers to the list of detailed Sales Return Record 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|center|thumb|1020x1020px|Detailed Sales Return Per Customer]]
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<br />
{| class="wikitable"
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{| class="wikitable" style="margin: auto;"
 
|+Detailed Sales Return per Customer
 
|+Detailed Sales Return per Customer
 
!Fields
 
!Fields

Revision as of 13:30, 3 December 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.

Requirements before using Returns per Customer
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
Exporting Returns per Customer Record
  1. Under Main Menu, Click Reports
  2. Under Reports Menu, Click Returns per Customer under Sales Reports.
  3. Under Returns per Customer Review, You can click the Export Button on the right side. Take note to search for a customer first and check for the Date for precise exportation of records.
Detailed Sales Return Per Customer

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