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Difference between revisions of "Sales Register"

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== Sales Register ==
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<div style="text-align: center;">
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[[Sales Reports|Sales Reports List]] | [[Sales Register]]
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</div>
  
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===== Exporting Sales Register Records =====
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==Sales Register==
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'''Sales Register''' refers to the list of sales transactions in a given period
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[[File:Sales Reports - Sales Register - Record List.png|border|center|1500x1500px]]
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<br />
  
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# Under the Main Menu, Click '''Reports'''[[File:Reports.png|center|624x624px]]<br />
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=====<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 Register</span></span></span>=====
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# Under Reports Menu, Click '''Sales Register''' under Sales Reports.[[File:Sales Register(Export) - Step 2.png|center|624x624px]]<br />
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# Under Sales Register, click the '''Export Button''' on the right side. Take note that you can filter the Date, and Customer for precise exportation of records.[[File:Sales Register(Export) - Step 3.png|center|623x623px]]<br />
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*The user should setup have the following records in order to proceed on using the <span>Sales Report</span>
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*#[[Customer]]
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*#[[Sales Invoice]]
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{| class="wikitable" style="margin: auto;"
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|+List of Sales Register Module terms on Oojeema Prime.
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!Field
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!Description
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|-
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|1. '''Record Filter''' (Year, Customer)
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|Set of filter options for precise search of records.
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*Year will be set at the current year by default.
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*Customer filter dropdown will only show customers with Invoice Transactions.
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|-
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|2. Export
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|Allows the user to Export the report into Spreadsheet
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|-
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|3. Sales Invoice
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|List of Sales Invoice specify within the date range.
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|-
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|4. '''[[Customer]]'''
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|List of Customer on the [[Sales Register]] Record
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|}
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Notes:
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*Customers must be '''ACTIVE''' status in order to view its records in the report.  
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**Customer status can be seen in [[Customer]] Maintenance Module
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=====<span class="mw-headline" id="Exporting_Sales_Report" style="box-sizing: inherit;">Filtering and Exporting Sales Register</span>=====
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#Under the Main Menu, Click '''[[Reports]]'''
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#Under Reports Page, Click '''[[Sales Register]]''' under [[Sales Reports]] section.
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#Under Sales Register, click the Export Button on the right side. Take note that you can filter the Date, and the Customer for precise exportation of records.
 +
 
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[[File:Sales Reports - Sales Register - Export.png|border|center|1731x1731px]]
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<br />
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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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|-
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|Sales
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|[[Sales Invoice]]
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|- style="height:25px;"
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| style="" |Maintenance
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| style="" |[[Maintenance]]<nowiki> | </nowiki>[[Customer]]
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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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|}
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[[Category:Sales]]
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[[Category:Sales Reports]]

Latest revision as of 14:14, 6 April 2022

Sales Register

Sales Register refers to the list of sales transactions in a given period

Sales Reports - Sales Register - Record List.png


Requirements before using Sales Register
  • The user should setup have the following records in order to proceed on using the Sales Report
    1. Customer
    2. Sales Invoice
List of Sales Register 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. Sales Invoice List of Sales Invoice specify within the date range.
4. Customer List of Customer on the Sales Register Record

Notes:

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


Categories:
Modules
Sales Sales Invoice
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
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