Difference between revisions of "Sales per Category"

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======Sales per Category Menu======
 
======Sales per Category Menu======
[[File:Sales per Category Menu.png|center|thumb|1057x1057px|Sales per Category Menu]]
 
 
  
 
'''Sales per Category''' refers to the list of Sales Transaction per Category on a given period.
 
'''Sales per Category''' refers to the list of Sales Transaction per Category on a given period.
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**Warehouse with inactive [[Item Class]] will not be included in the computation of the total Amount.
 
**Warehouse with inactive [[Item Class]] will not be included in the computation of the total Amount.
  
*For detailed instructions on how to Export Sales per Category, the user may visit Sales per Category Aids which can be found [[Sales per Category Aids|here]]
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===== <span class="mw-headline" id="Exporting_Sales_per_Category_Records" style="box-sizing: inherit;">Exporting Sales per Category Records</span> =====
  
{| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: 1em 0px; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" style="margin: auto;"
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# Under the Main Menu, Click '''[[Reports]]'''
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# Under Reports Menu, Click '''[[Sales per Category]]''' under [[Sales Reports]].
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# Under [[Sales per Category]], click the '''Export Button''' on the right side. Take note that you can filter the Date, [[Item Class|Category]] and [[Warehouse]] for precise exportation of records.
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{| class="wikitable" style="margin: auto;"
 
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
 
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
 
! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
 
! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
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| style="" |Maintenance Aids
 
| style="" |Maintenance Aids
 
| style="" |[[Item Class Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]
 
| style="" |[[Item Class Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]
|- style="box-sizing: inherit;"
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Aid'''
 
|- style="box-sizing: inherit;"
 
| style="" |Sales Reports
 
| style="" |[[Sales Report Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Register Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Warehouse Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Customer Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Stock Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Transfer per Stock Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Item Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Category Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Category Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Top Item Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Returns per Customer Aids]]
 
 
|}
 
|}

Revision as of 13:47, 7 December 2021

Sales per Category

Sales per Category Menu

Sales per Category refers to the list of Sales Transaction per Category on a given period.

Sales per Category Menu List on Oojeema System
Field Description
1. Record Filter(Date Range, Item Class, Warehouse) Set of filter options for precise search of records.
  • Date Range will be set base on the current month by default
  • Item Class by default will be set as Filter: All
  • Warehouse by default will be set as Filter: All
2. Export Allows the user to Export the report into spreadsheet.
3. Item Category List of Item Class in the report
4. Sales Qty Number of Items that has been sold in the assigned warehouses
5. Base Qty Number of items that the warehouses has.
6. Amount The total amount sold base on the items categorized in the Item Class


Notes:

  • Item Class status should be ACTIVE in order to check its sales report record.
    • Item Class status can be seen in Item Class Maintenance Module
    • Item Class with no Sales Confirmed on their Warehouse will not be shown in the records.
    • Item Class with inactive Warehouse will not be included in the computation of the total Amount.
  • Warehouse status should be ACTIVE in order to check its sales report record.
    • Warehouse Status can be seen in Item Class Maintenance Module
    • Warehouse with no Sales Confirmed will not be shown in the records.
    • Warehouse with inactive Item Class will not be included in the computation of the total Amount.
Exporting Sales per Category Records
  1. Under the Main Menu, Click Reports
  2. Under Reports Menu, Click Sales per Category under Sales Reports.
  3. Under Sales per Category, click the Export Button on the right side. Take note that you can filter the Date, Category and Warehouse for precise exportation of records.
Categories:
Modules
Maintenance Maintenance | Item Class | 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 | Warehouse Aids