Discussion

Difference between revisions of "Returns per Customer"

(Changed categories.)
 
(19 intermediate revisions by the same user not shown)
Line 1: Line 1:
−
==Returns per Customer==
+
<div style="text-align: center;">
 +
[[Sales Reports|Sales Reports List]] | [[Sales per Customer]] | [[Returns per Customer]]
 +
</div>
  
−
=====Exporting Returns per Customer Record=====
+
==Sales Return per Customer==
  
−
#Under Main Menu, Click '''Reports'''[[File:Reports.png|center|624x624px]]<br />
+
======Sales Return per Customer Menu======
−
#Under Reports Menu, Click '''Returns per Customer''' under Sales Reports.[[File:Returns per Customer(Export) - Step 2.png|center|620x620px]]<br />
+
[[File:Sales Reports - Returns per Customer - Record List.png|border|center|1496x1496px]]
−
#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.[[File:Returns per Customer(Export) - Step 3.png|center|624x624px]]<br />
 
  
−
=====Exporting Detailed Return per Customer Record=====
 
  
−
#Under Main Menu, Click '''Reports'''[[File:Reports.png|link=https://docs.oojeema.com/File:Reports.png|center|624x624px]]
+
'''Returns per Customer''' refers to the list of sales return transaction of the customer on a given period of time.
−
#Under Reports Menu, Click '''Returns per Customer''' under Sales Reports.[[File:Returns per Customer(Export) - Step 2.png|link=https://docs.oojeema.com/File:Returns%20per%20Customer(Export)%20-%20Step%202.png|center|620x620px]]
 
−
#Under Returns per Customer Review, Search for a Customer and the date range to check the customers record on the specific date. Under customer column, click on the linked Customer to view its detailed report.[[File:Returns per Customer(Export Detail Return) - Step 3.png|center|626x626px]]<br />
 
−
#Under Detailed Report Per Customer, Click '''Export'''[[File:Returns per Customer(Export Detail Return) - Step 4.png|center|626x626px]]<br />
 
  
−
=====Viewing Detailed Return per Customer Voucher=====
+
=====<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>=====
  
−
#Under Main Menu, Click '''Reports'''[[File:Reports.png|link=https://docs.oojeema.com/File:Reports.png|center|624x624px]]
+
*The user should setup have the following records in order to proceed on using the <span>Returns per Customer</span>
−
#Under Reports Menu, Click '''Returns per Customer''' under Sales Reports.[[File:Returns per Customer(Export) - Step 2.png|link=https://docs.oojeema.com/File:Returns%20per%20Customer(Export)%20-%20Step%202.png|center|620x620px]]
+
**[[Item Master]]
−
#Under Returns per Customer Review, Search for a Customer and the date range to check the customers record on the specific date. Under customer column, click on the linked Customer to view its detailed report.[[File:Returns per Customer(View Detailed Return) - Step 4.png|center|626x626px]]<br />
+
**[[Warehouse]]
−
#Under Detailed Report per Customer, You can click on the set of Sales Return Voucher under SR No. Column to view its details.[[File:Returns per Customer(View Detailed Return) - Step 3.png|center|626x626px]]<br />
+
**[[Sales Return]]
 +
 
 +
{| class="wikitable" style="margin: auto;"
 +
|+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|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
 +
 
 +
=====<span class="mw-headline" id="Exporting_Returns_per_Customer_Record" style="box-sizing: inherit;">Exporting Returns per Customer Record</span>=====
 +
 
 +
#Click [[Reports]] under Main Menu
 +
#Under Reports Page, Click '''[[Returns per Customer]]''' under [[Sales Reports|Sales Reports.]]
 +
#Under Sales Return per Customer, click the Export Button on the right side. Take note that the user can filter the date and Customer for precise Exportation of Records
 +
 
 +
[[File:Sales Reports - Returns per Customer - Export.png|border|center|1501x1501px]]
 +
<br />
 +
======Detailed Sales Return Per Customer======
 +
[[File:Sales Reports - Returns per Customer - Detailed Record List.png|border|center|1500x1500px]]
 +
 
 +
 
 +
'''Detailed Sales Return per Customer''' refers to the list of detailed Sales Return Record per customer.
 +
{| class="wikitable" style="margin: auto;"
 +
|+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
 +
 
 +
=====<span class="mw-headline" id="Exporting_Detailed_Return_per_Customer_Record" style="box-sizing: inherit;">Exporting Detailed Return per Customer Record</span>=====
 +
 
 +
#Click [[Reports]] under Main Menu
 +
#Under Reports Page, Click '''[[Returns per Customer]]''' under [[Sales Reports]] section.
 +
#Under Sales Return per Customer, Select a link Customer Name under Customer Column to view its detailed report.
 +
#Under Detailed Report Per Customer, Click '''Export'''
 +
 
 +
[[File:Sales Reports - Returns per Customer - Export Detailed.png|border|center|2373x2373px]]
 +
<br />
 +
=====<span class="mw-headline" id="Viewing_Detailed_Return_per_Customer_Voucher" style="box-sizing: inherit;">Viewing Detailed Return per Customer Voucher</span>=====
 +
 
 +
#Click [https://docs.oojeema.com/Reports Reports] under Main Menu
 +
#Under Reports Page, Click '''[[Returns per Customer]]''' under [[Sales Reports]].
 +
#Under Sales Return per Customer, Select a link Customer Name under Customer Column to view its detailed report.
 +
#Under Detailed Sales Return per Customer, Select a Sales Return record under SR column to view the record
 +
 
 +
[[File:Sales Reports - Returns per Customer - View Detailed.png|border|center|3155x3155px]]
 +
<br />
 +
{| 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="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'''
 +
|-
 +
|Inventory
 +
|[[Sales Return]]
 +
|- style="height:25px;"
 +
| style="" |Maintenance
 +
| style="" |[[Maintenance]]<nowiki> | </nowiki>[[Customer]]
 +
|- style="box-sizing: inherit;"
 +
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module ([[Reports]])'''
 +
|- style="box-sizing: inherit;"
 +
| style="" |Reports
 +
| style="" |[[Sales Reports]]
 +
|- style="box-sizing: inherit;"
 +
| style="" |Sales Reports
 +
| 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]]
 +
|}
 +
[[Category:Sales]]
 +
[[Category:Sales Reports]]
 +
[[Category:Inventory]]

Latest revision as of 14:24, 6 April 2022

Sales Return per Customer

Sales Return per Customer Menu
Sales Reports - Returns per Customer - Record List.png


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. Click Reports under Main Menu
  2. Under Reports Page, Click Returns per Customer under Sales Reports.
  3. Under Sales Return per Customer, click the Export Button on the right side. Take note that the user can filter the date and Customer for precise Exportation of Records
Sales Reports - Returns per Customer - Export.png


Detailed Sales Return Per Customer
Sales Reports - Returns per Customer - Detailed Record List.png


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
Exporting Detailed Return per Customer Record
  1. Click Reports under Main Menu
  2. Under Reports Page, Click Returns per Customer under Sales Reports section.
  3. Under Sales Return per Customer, Select a link Customer Name under Customer Column to view its detailed report.
  4. Under Detailed Report Per Customer, Click Export
Sales Reports - Returns per Customer - Export Detailed.png


Viewing Detailed Return per Customer Voucher
  1. Click Reports under Main Menu
  2. Under Reports Page, Click Returns per Customer under Sales Reports.
  3. Under Sales Return per Customer, Select a link Customer Name under Customer Column to view its detailed report.
  4. Under Detailed Sales Return per Customer, Select a Sales Return record under SR column to view the record
Sales Reports - Returns per Customer - View Detailed.png


Categories:
Modules
Inventory Sales Return
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
Retrieved from "https://docs.oojeema.com/index.php?title=Returns_per_Customer&oldid=6537"