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Difference between revisions of "Sales Report"

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{{DISPLAYTITLE:Sales Report(Module)}}<div style="text-align: center;">
 
{{DISPLAYTITLE:Sales Report(Module)}}<div style="text-align: center;">
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[[Sales Reports|Sales Reports List]] | [[Sales Report]] | [[Sales Report Aids]]
+
[[Sales Reports|Sales Reports List]] | [[Sales Report]]
 
</div>
 
</div>
  
 
==Sales Report==
 
==Sales Report==
 +
'''Sales Report''' refers to the list of sales transactions in a given month or per year basis.
 +
[[File:Sales Reports - Sales Report - Record List.png|border|center|1500x1500px]]
 +
<br />
 +
=====<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 Report</span></span></span>=====
  
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======Sales Report Menu======
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*The user should setup have the following records in order to proceed on using the <span>Sales Report</span>
−
[[File:Sales Report Menu.png|center|thumb|1055x1055px|Sales Report Menu]]'''Sales Report''' refers to the list of sales transactions in a given month or per year basis.
+
*#[[Customer]]
 +
*#[[Sales Invoice]]
 +
*#[[Accounts Receivable]]
  
−
List of Sales Report Module terms on Oojeema Prime.
+
{| class="wikitable" style="margin: auto;"
−
 
+
|+List of Sales Report Module terms on Oojeema Prime.
−
#Record Filter (Year, Customer) - set of filter options for precise search of records.
+
!Field
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#*Year will be set at the current year by default.
+
!Description
−
#*Customer filter dropdown will only show customers with Invoice Transactions.
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|-
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#**Customer Sales List can be seen further in [[Sales Invoice]] and [[Accounts Receivable]] Module
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|1. '''Record Filter''' (Year, Customer)
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#[[Customer]] - List of Customer on the Sales Report Record
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|Set of filter options for precise search of records.
−
#Month Range - List of amount on a monthly basis in a span of a year period.
 
  
 +
*Year will be set at the current year by default.
 +
*Customer filter dropdown will only show customers with Invoice Transactions.
 +
**Customer Sales List can be seen further in [[Sales Invoice]] and [[Accounts Receivable]] Module
 +
|-
 +
|2. Export
 +
|Allows the user to Export the report into Spreadsheet
 +
|-
 +
|3. '''[[Customer]]'''
 +
|List of Customer on the [[Sales Report]] Record
 +
|-
 +
|4. Month Range
 +
|List of amount on a monthly basis in a span of a year period.
 +
|}
 
Notes:
 
Notes:
  
 
*Customers must be '''ACTIVE''' status in order to view its records in the report.  
 
*Customers must be '''ACTIVE''' status in order to view its records in the report.  
 
**Customer status can be seen in [[Customer]] Maintenance Module
 
**Customer status can be seen in [[Customer]] Maintenance Module
−
*For detailed instructions on how to View detailed Sales Report and how to Export the Sales Report, The user may visit the Sales Report Job Aids which can be found [[Sales Report Aids|here]]
 
  
 
======Detailed Sales Report Menu======
 
======Detailed Sales Report Menu======
−
[[File:Detailed Sales Report Menu.png|center|thumb|600x600px|Detailed Sales Report Menu]]Detailed Sales Report Menu refers to the detailed information per customer regarding their sales status.
+
[[File:Sales Reports - Sales Report - Detailed Record List.png|border|center|739x739px]]
  
−
#[[Customer]] - Customer Name in the Detailed Sales Report
 
−
#Address - the Customers Address
 
−
#Date - Date when the [[Sales Invoice]] is issued.
 
−
#[[Sales Invoice|Sales Invoice No.]] - The reference number of the Sales Invoice.
 
−
#Reference - The reference transaction no. attached for the Sales Invoice
 
−
#*It is different from the Sales Invoice No. Reference
 
−
#[[Accounts Receivable|AR No]] - Reference number of the [[Accounts Receivable]] tag to the Sales Invoice
 
−
#Amount - Total Amount of the Sales Invoice.<br />
 
  
 +
'''Detailed Sales Report''' Menu refers to the detailed information per customer regarding their sales status.
 +
{| class="wikitable" style="margin: auto;"
 +
|+Detailed Sales Report Menu:
 +
!Field
 +
!Description
 +
|-
 +
|1. [[Customer]]
 +
|Customer Name in the Detailed Sales Report
 +
|-
 +
|2. Address
 +
|The Customer's Address
 +
|-
 +
|3. Export
 +
|Allows the User to Export the report into Spreedsheet
 +
|-
 +
|4. Date
 +
|Date when the [[Sales Invoice]] is issued.
 +
|-
 +
|5. [[Sales Invoice|Sales Invoice No]]
 +
|The reference number of the Sales Invoice.
 +
|-
 +
|6. Reference
 +
|The reference transaction no. attached for the [[Sales Invoice]]
 +
*It is different from Sales Invoice No. Reference
 +
|-
 +
|7. [[Accounts Receivable|AR No]]
 +
|Reference number of the [[Accounts Receivable]] tag to the Sales Invoice
 +
|-
 +
|8. Amount
 +
|Total Amount of the [[Sales Invoice|Sales Invoice.]]
 +
|}
 
Notes:
 
Notes:
  
 
*Customers must be '''ACTIVE''' status in order to view its records in the report.
 
*Customers must be '''ACTIVE''' status in order to view its records in the report.
 
**Customer status can be seen in [[Customer]] Maintenance Module
 
**Customer status can be seen in [[Customer]] Maintenance Module
−
*For detailed instructions on how to View detailed Sales Report and how to Export the Detailed Sales Report, The user may visit the Sales Report Job Aids which can be found [[Sales Report Aids|here]]
 
  
−
{| 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;"
+
=====<span class="mw-headline" id="Exporting_Sales_Report" style="box-sizing: inherit;">Exporting Sales Report</span>=====
 +
 
 +
#Click [[Reports]] under Main Menu
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#Under Reports Menu, Click '''[[Sales Report]]''' under [[Sales Reports]] Section.
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#Under Sales Report, click the Export Button on the right side. Take note that the user can filter the year and the customer for precise exportation of records.
 +
 
 +
[[File:Sales Reports - Sales Report - Export.png|border|center|2412x2412px]]
 +
<br />
 +
=====<span class="mw-headline" id="Viewing_Vouchers_on_Sales_Report" style="box-sizing: inherit;">Viewing Vouchers on Sales Report</span>=====
 +
 
 +
#Click [[Reports]] under Main Menu
 +
#Under Reports Menu, Click '''[[Sales Report]]''' under [[Sales Reports]].
 +
#Under [[Sales Report]], Click the amount links corresponding to the specific month column to view its detailed report.
 +
#Under Detailed Report, click on the record links to view its details
 +
 
 +
[[File:Sales Reports - Sales Report - View.png|border|center|2697x2697px]]
 +
<br />
 +
=====<span class="mw-headline" id="Export_Detailed_Report_on_Sales_Report" style="box-sizing: inherit;">Exporting Detailed Report on Sales Report</span>=====
 +
 
 +
#Click [[Reports]] under Main Menu
 +
#Under Reports Menu, Click '''[[Sales Report]]''' under [[Sales Reports]] Section.
 +
#Under [[Sales Report]], Click the amount links corresponding to the specific month column to view its detailed report.
 +
#Under Detailed Report, click '''Export''' button'''.'''
 +
 
 +
[[File:Sales Reports - Sales Report - Export Detailed.png|border|center|1964x1964px]]
 +
<br />
 +
{| 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'''
 
|-
 
|-
 
|Sales
 
|Sales
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|[[Sales Invoice]]
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|[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
 
|-
 
|-
 
|Financial
 
|Financial
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|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Sales Reports
 
| style="" |Sales Reports
−
| style="" |[[Sales Person Report&action=view|Sales Person Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Stock Ledger&action=view|Stock Ledger]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[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]]
+
| 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]]
−
|- style="box-sizing: inherit;"
 
−
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
−
|-
 
−
|Sales Aids
 
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|[[Sales Invoice Aids]]
 
−
|-
 
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|Financial Aids
 
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|[[Accounts Receivable Aids]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Maintenance Aids
 
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| style="" |[[Customer Aids]]
 
−
|- style="box-sizing: inherit;"
 
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Aid'''
 
−
|- style="box-sizing: inherit;"
 
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| style="" |Sales Reports
 
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| style="" |[[Sales Person Report Aids&action=view|Sales Person Report Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Stock Ledger Aids&action=view|Stock Ledger Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[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 Top Item Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Returns per Customer Aids]]
 
 
|}
 
|}
 +
[[Category:Sales Reports]]
 +
[[Category:Sales]]
 +
[[Category:Financials]]

Latest revision as of 14:24, 7 April 2022

Sales Report

Sales Report refers to the list of sales transactions in a given month or per year basis.

Sales Reports - Sales Report - Record List.png


Requirements before using Sales Report
List of Sales Report 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. Customer List of Customer on the Sales Report Record
4. Month Range List of amount on a monthly basis in a span of a year period.

Notes:

  • Customers must be ACTIVE status in order to view its records in the report.
    • Customer status can be seen in Customer Maintenance Module
Detailed Sales Report Menu
Sales Reports - Sales Report - Detailed Record List.png


Detailed Sales Report Menu refers to the detailed information per customer regarding their sales status.

Detailed Sales Report Menu:
Field Description
1. Customer Customer Name in the Detailed Sales Report
2. Address The Customer's Address
3. Export Allows the User to Export the report into Spreedsheet
4. Date Date when the Sales Invoice is issued.
5. Sales Invoice No The reference number of the Sales Invoice.
6. Reference The reference transaction no. attached for the Sales Invoice
  • It is different from Sales Invoice No. Reference
7. AR No Reference number of the Accounts Receivable tag to the Sales Invoice
8. Amount Total Amount of the Sales Invoice.

Notes:

  • Customers must be ACTIVE status in order to view its records in the report.
    • Customer status can be seen in Customer Maintenance Module
Exporting Sales Report
  1. Click Reports under Main Menu
  2. Under Reports Menu, Click Sales Report under Sales Reports Section.
  3. Under Sales Report, click the Export Button on the right side. Take note that the user can filter the year and the customer for precise exportation of records.
Sales Reports - Sales Report - Export.png


Viewing Vouchers on Sales Report
  1. Click Reports under Main Menu
  2. Under Reports Menu, Click Sales Report under Sales Reports.
  3. Under Sales Report, Click the amount links corresponding to the specific month column to view its detailed report.
  4. Under Detailed Report, click on the record links to view its details
Sales Reports - Sales Report - View.png


Exporting Detailed Report on Sales Report
  1. Click Reports under Main Menu
  2. Under Reports Menu, Click Sales Report under Sales Reports Section.
  3. Under Sales Report, Click the amount links corresponding to the specific month column to view its detailed report.
  4. Under Detailed Report, click Export button.
Sales Reports - Sales Report - Export Detailed.png


Categories:
Modules
Sales Delivery Receipt | Sales Invoice
Financial Accounts Receivable
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=Sales_Report&oldid=6629"