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Difference between revisions of "Sales per Stock"

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<div style="text-align: center;">
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[[Sales Reports|Sales Reports List]] | [[Sales per Customer]] | [[Returns per Customer]]
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</div>
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==Sales per Customer==
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======Sales per Customer Menu======
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'''Sales per Customer''' refers to the list of sales Transactions per Customer in a given period.
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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 Sales per Stock</span></span></span></span>=====
  
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*The user should setup have the following records in order to proceed on using the <span style="box-sizing: inherit;">Sales</span> <span>per Stock</span>
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*#[[Item Master]]
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*#[[Item Class]]
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*#[[Warehouse]]
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{| class="wikitable" style="margin: auto;"
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|+Sales Per Stock Report terms in Oojeema Prime
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!Field
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!Description
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|-
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|1. '''Record Filter'''(Date Range, Item Class, Warehouse)
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|Set of filter options for precise viewing record.
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|-
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|2. '''Export'''
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|Allows the user to export the record into Spreadsheet
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|-
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|3. '''Item Code'''
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|Item Code of the Item in the record
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|-
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|4. '''Item Category'''
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|The class of the Item
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|-
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|5. '''Stocks'''
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|Name of the Stock base from the Item Master Maintenance Module
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|-
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|6. '''Quantity'''
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|Overall amount coming from sales and returned amount of the customer.
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|-
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|7. '''Unit Price'''
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|The price of the item per quantity
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|-
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|8. '''Amount'''
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|The total amount of the Item base from its quantity and Unit Price.
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|}Notes:
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*Item Master status must be '''ACTIVE''' in order to filter its records.
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**Item Master status can be found in [[Item Master]] Maintenance Module
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* Warehouse status must be '''ACTIVE''' in order to filter its records
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** Warehouse status can be found in [[Warehouse]] Maintenance Module
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===== <span class="mw-headline" id="Exporting_Sales_per_Stock" style="box-sizing: inherit;">Exporting Sales per Stock</span> =====
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# Under the Main Menu, Click '''Reports'''
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# Under Reports Menu, Click '''Sales per Stock''' under Sales Reports.
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# Under Sales per Stock, click the '''Export Button''' on the right side. Take note that you can filter the Date, Warehouse and Item Class 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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|- style="height:25px;"
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| style="" |Maintenance
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| style="" |[[Maintenance]]<nowiki> | </nowiki>[[Item Class]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Warehouse]]
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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="" |[[Item Class Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]
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|}

Revision as of 12:58, 6 December 2021

Sales per Customer

Sales per Customer Menu

Sales per Customer refers to the list of sales Transactions per Customer in a given period.

Requirements before using Sales per Stock
Sales Per Stock Report terms in Oojeema Prime
Field Description
1. Record Filter(Date Range, Item Class, Warehouse) Set of filter options for precise viewing record.
2. Export Allows the user to export the record into Spreadsheet
3. Item Code Item Code of the Item in the record
4. Item Category The class of the Item
5. Stocks Name of the Stock base from the Item Master Maintenance Module
6. Quantity Overall amount coming from sales and returned amount of the customer.
7. Unit Price The price of the item per quantity
8. Amount The total amount of the Item base from its quantity and Unit Price.

Notes:

  • Item Master status must be ACTIVE in order to filter its records.
    • Item Master status can be found in Item Master Maintenance Module
  • Warehouse status must be ACTIVE in order to filter its records
    • Warehouse status can be found in Warehouse Maintenance Module
Exporting Sales per Stock
  1. Under the Main Menu, Click Reports
  2. Under Reports Menu, Click Sales per Stock under Sales Reports.
  3. Under Sales per Stock, click the Export Button on the right side. Take note that you can filter the Date, Warehouse and Item Class for precise exportation of records.
Categories:
Modules
Maintenance Maintenance | Item Class | Item Master | Warehouse
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 Item Class Aids | Item Master Aids | Warehouse Aids
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