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Difference between revisions of "Sales per Customer"

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<div style="text-align: center;">
 
<div style="text-align: center;">
−
[[Sales Reports|Sales Reports List]] | [[Sales per Customer]] | [[Returns per Customer]] | [[Sales per Customer Aids]] | [[Returns per Customer Aids]]
+
[[Sales Reports|Sales Reports List]] | [[Sales per Customer]] | [[Returns per Customer]]
−
</div><br />
+
</div>
−
 
 
 
==Sales per Customer==
 
==Sales per Customer==
  
 
======Sales per Customer Menu======
 
======Sales per Customer Menu======
−
[[File:Sales Per Customer Menu.png|center|thumb|1051x1051px|Sales Per Customer Menu]]
+
[[File:Sales Reports - Sales per Customer - Record List.png|border|center|1500x1500px]]
 +
 
 +
 
 
'''Sales per Customer''' refers to the list of sales Transactions per Customer in a given period.
 
'''Sales per Customer''' refers to the list of sales Transactions per Customer in a given period.
  
−
Sales Per Customer Report terms in Oojeema Prime
+
=====<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 Customer</span></span></span></span>=====
 +
 
 +
*The user should setup have the following records in order to proceed on using the <span style="box-sizing: inherit;">Sales</span> <span>per Customer</span>
 +
*#[[Customer]]
 +
*#[[Sales Invoice]]
 +
*#[[Sales Return]]
  
−
#'''Record Filter'''(Date Range, Customer) - Set of filter options for precise viewing record.
+
{| class="wikitable" style="margin: auto;"
−
#'''Customer''' - set of customer that has sales amount and returned amount.
+
|+Sales Per Customer Report terms in Oojeema Prime
−
#'''Sales Amount''' - the Sales amount accumulated by the Customer on a given period
+
!Field
−
#'''Returned Amount''' - the Returned amount of the customer from the [[Sales Return]] Transaction on a given period.
+
!Description
−
#*The user will be redirected to [[Returns per Customer]] when clicking the returned amount link.
+
|-
−
#'''Total Amount''' - overall amount coming from sales and returned amount of the customer.
+
|1. '''Record Filter'''(Date Range, Customer)
 +
|Set of filter options for precise viewing record.
 +
|-
 +
|2. '''Export'''
 +
|Allows the user to export the record into Spreadsheet
 +
|-
 +
|3. '''Customer'''
 +
|Set of customer that has sales amount and returned amount.
 +
|-
 +
|4. '''Sales Amount'''
 +
|The Sales amount accumulated by the Customer on a given period
 +
|-
 +
|5. '''Returned Amount'''
 +
|The Returned amount of the customer from the [[Sales Return]] Transaction on a given period.
  
 +
*The user will be redirected to [[Returns per Customer]] when clicking the returned amount link.
 +
|-
 +
|6. '''Total Amount'''
 +
|Overall amount coming from sales and returned amount of the customer.
 +
|}
 
Notes:
 
Notes:
  
 
*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 further instructions on how to view Detailed Report for Invoice and Returns per Customer and export all records, the user may Visit Sales Per Customer Job Aids which can be found [[Sales per Customer Aids|here]]
 
  
 
======Detailed Report per Customer(Sales Invoice)======
 
======Detailed Report per Customer(Sales Invoice)======
−
[[File:Detailed Sales Report per Customer(Invoice).png|center|thumb|1047x1047px|Detailed Sales Report per Customer(Sales Return)]]
+
'''Detailed Report per Customer''' refers to the list of detailed Invoice report per customer.
 +
{| class="wikitable" style="margin: auto;"
 +
|+Detailed Report per Customer Terms under Sales Report per Customer
 +
!Field
 +
!Description
 +
|-
 +
|1. '''Transaction Date'''
 +
|Date when the transaction created.
 +
|-
 +
|2. '''Sales Invoice No.'''
 +
|Reference No. of the [[Sales Invoice]]
 +
|-
 +
|3. '''Reference No'''
 +
|Reference No. tagged on the [[Sales Invoice]]
 +
|-
 +
|4. '''Sales Amount'''
 +
|The amount of sales accumulated of the [[Sales Invoice]]
 +
|-
 +
|5. '''Return Amount'''
 +
|The amount of sales return if any in the [[Sales Invoice]].
 +
|-
 +
|6. '''Total'''
 +
|The total amount accumulated on the Transaction coming from [[Sales Invoice]] and [[Sales Return]].
 +
|}
 +
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_Sales_per_Customer_Report" style="box-sizing: inherit;">Exporting Sales per Customer Report</span>=====
  
−
Detailed Report per Customer refers to the list of detailed Invoice report per customer.
+
#Click [[Reports]] under Main Menu
 +
#Under Reports Menu, Click '''[[Sales per Customer]]''' under Sales Reports.
 +
#Under [[Sales per Customer]], click the '''Export Button''' on the right side. Take note that you can filter the Date and Customer for precise exportation of records.
  
−
Detailed Report per Customer Terms under Sales Report per Customer
+
======Detailed Report per Customer(Sales Return)======
 +
[[File:Sales Reports - Sales per Customer - Detailed Report per Customer.png|border|center|1500x1500px]]
  
−
#'''Transaction Date''' - Date when the transaction created.
 
−
#'''Sales Invoice No.''' - Reference No. of the [[Sales Invoice]]
 
−
#'''Reference No''' - Reference No. tagged on the Sales Invoice
 
−
#'''Sales Amount''' - The amount of sales accumulated of the [[Sales Invoice]]
 
−
#'''Return Amount''' - The amount of sales return if any in the [[Sales Invoice]].
 
−
#'''Total''' - The total amount accumulated on the Transaction coming from [[Sales Invoice]] and [[Sales Return]].
 
  
 +
Detailed Report per Customer refers to the list of detailed returns report per customer.
 +
{| class="wikitable" style="margin: auto;"
 +
|+Detailed Report per Customer Terms under Sales Report per Customer
 +
!Field
 +
!Description
 +
|-
 +
|1. '''Transaction Date'''
 +
|Date when the transaction created.
 +
|-
 +
|2. '''SR No'''
 +
|Reference No. of the [[Sales Return]] Transaction
 +
|-
 +
|3. '''Item'''
 +
|List of Items returned on the [[Sales Return]] Transaction.
 +
|-
 +
|4. '''Quantity'''
 +
|Quantity of the returned Items
 +
|-
 +
|5. '''Unit of Measure(UOM)'''
 +
|Unit of Measure of the returned Items
 +
|-
 +
|6. '''Unit Price'''
 +
|The price amount returned from the list of items in the [[Sales Return]] Transaction
 +
|-
 +
|7. '''Amount'''
 +
|Total amount of returned item.
 +
|}
 
Notes:
 
Notes:
  
 
*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 further instructions on how to view Detailed Report for Invoice and Returns per Customer and export all records, the user may Visit Sales Per Customer Job Aids which can be found [[Sales per Customer Aids|here]]
 
  
−
<br />
+
=====<span class="mw-headline" id="Returning_Amount_on_Sales_per_Customer" style="box-sizing: inherit;">Viewing Detailed Report per Customer</span>=====
−
======Detailed Report per Customer(Sales Return)======
 
−
[[File:Detailed Sales Report per Customer.png|center|thumb|1050x1050px|Detailed Sales Report per Customer(Sales Return)]]
 
−
Detailed Report per Customer refers to the list of detailed returns report per customer.
 
  
−
Detailed Report per Customer Terms under Sales Report per Customer
+
#Click [[Reports]] under Main Menu
 +
#Under Reports Menu, Click '''[[Sales per Customer]]''' under Sales Reports.
 +
#Under [[Sales per Customer]], Clicking the Customer link under customer column will redirect the user to Detailed per Customer record.
 +
#Under Detailed Report per Customer, clicking the records under Document No and Reference No column will redirect the user to the details of the specific record
  
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#'''Transaction Date''' - Date when the transaction created.
+
[[File:Sales Reports - Sales per Customer - View Detailed.png|border|center|2415x2415px]]
−
#'''SR No.''' - Reference No. of the [[Sales Return]] Transaction
+
<br />
−
#'''Item''' - List of Items returned on the [[Sales Return]] Transaction.
+
=====<span class="mw-headline" id="Exporting_Return_Amount_Report_on_Sales_per_Customer" style="box-sizing: inherit;">Exporting Detailed Report on Sales per Customer</span>=====
−
#'''Quantity''' - Quantity of the returned Items
 
−
#'''Unit of Measure(UOM)''' - Unit of Measure of the returned Items
 
−
#'''Unit Price''' - The price amount returned from the list of items in the [[Sales Return]] Transaction
 
−
#'''Amount''' - Total amount of returned item.
 
  
−
Notes:
+
#Click [[Reports]] under Main Menu
 +
#Under Reports Menu, Click '''[[Sales per Customer]]''' under [[Sales Reports]].
 +
#Under [[Sales per Customer]], Clicking the Customer link under customer column will redirect the user to Detailed per Customer record.
 +
#Click Export under Detailed Sales per Customer
  
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*Customer status must be '''ACTIVE''' in order to view its records.
+
[[File:Sales Reports - Sales per Customer - Export Detailed.png|border|center|1917x1917px]]
−
**Customer status can be found in [[Customer]] Maintenance Status
+
<br />
−
*For further instructions on how to view Detailed Report for Invoice and Returns per Customer and export all records, the user may Visit Sales Per Customer Job Aids which can be found [[Sales per Customer Aids|here]]
+
{| class="wikitable" style="margin: auto;"
−
 
 
−
{| 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:
 
|+ 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]]
+
|[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
 
|-
 
|-
−
|Inventory Aids
+
|Inventory
−
|[[Sales Return Aids]]
+
|[[Sales Return]]
 
|- style="height:25px;"
 
|- style="height:25px;"
 
| style="" |Maintenance
 
| style="" |Maintenance
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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
 
−
|[[Sales Invoice Aids]]
 
−
|-
 
−
|Inventory Aids
 
−
|[[Sales Return Aids]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Maintenance Aids
 
−
| style="" |[[Customer Aids]]<nowiki> | </nowiki>[[Item Master 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 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]]
 +
[[Category:Sales Reports]]
 +
[[Category:Inventory]]
 +
[[Category:Financials]]

Latest revision as of 14:28, 7 April 2022

Sales per Customer

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


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

Requirements before using Sales per Customer
Sales Per Customer Report terms in Oojeema Prime
Field Description
1. Record Filter(Date Range, Customer) Set of filter options for precise viewing record.
2. Export Allows the user to export the record into Spreadsheet
3. Customer Set of customer that has sales amount and returned amount.
4. Sales Amount The Sales amount accumulated by the Customer on a given period
5. Returned Amount The Returned amount of the customer from the Sales Return Transaction on a given period.
6. Total Amount Overall amount coming from sales and returned amount of the customer.

Notes:

  • Customer status must be ACTIVE in order to view its records.
    • Customer status can be found in Customer Maintenance Status
Detailed Report per Customer(Sales Invoice)

Detailed Report per Customer refers to the list of detailed Invoice report per customer.

Detailed Report per Customer Terms under Sales Report per Customer
Field Description
1. Transaction Date Date when the transaction created.
2. Sales Invoice No. Reference No. of the Sales Invoice
3. Reference No Reference No. tagged on the Sales Invoice
4. Sales Amount The amount of sales accumulated of the Sales Invoice
5. Return Amount The amount of sales return if any in the Sales Invoice.
6. Total The total amount accumulated on the Transaction coming from Sales Invoice and Sales Return.

Notes:

  • Customer status must be ACTIVE in order to view its records.
    • Customer status can be found in Customer Maintenance Status
Exporting Sales per Customer Report
  1. Click Reports under Main Menu
  2. Under Reports Menu, Click Sales per Customer under Sales Reports.
  3. Under Sales per Customer, click the Export Button on the right side. Take note that you can filter the Date and Customer for precise exportation of records.
Detailed Report per Customer(Sales Return)
Sales Reports - Sales per Customer - Detailed Report per Customer.png


Detailed Report per Customer refers to the list of detailed returns report per customer.

Detailed Report per Customer Terms under Sales Report per Customer
Field Description
1. Transaction Date Date when the transaction created.
2. SR No Reference No. of the Sales Return Transaction
3. Item List of Items returned on the Sales Return Transaction.
4. Quantity Quantity of the returned Items
5. Unit of Measure(UOM) Unit of Measure of the returned Items
6. Unit Price The price amount returned from the list of items in the Sales Return Transaction
7. Amount Total amount of returned item.

Notes:

  • Customer status must be ACTIVE in order to view its records.
    • Customer status can be found in Customer Maintenance Status
Viewing Detailed Report per Customer
  1. Click Reports under Main Menu
  2. Under Reports Menu, Click Sales per Customer under Sales Reports.
  3. Under Sales per Customer, Clicking the Customer link under customer column will redirect the user to Detailed per Customer record.
  4. Under Detailed Report per Customer, clicking the records under Document No and Reference No column will redirect the user to the details of the specific record
Sales Reports - Sales per Customer - View Detailed.png


Exporting Detailed Report on Sales per Customer
  1. Click Reports under Main Menu
  2. Under Reports Menu, Click Sales per Customer under Sales Reports.
  3. Under Sales per Customer, Clicking the Customer link under customer column will redirect the user to Detailed per Customer record.
  4. Click Export under Detailed Sales per Customer
Sales Reports - Sales per Customer - Export Detailed.png


Categories:
Modules
Sales Delivery Receipt | Sales Invoice
Inventory Sales Return
Maintenance Maintenance | Customer | Item Master
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
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