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Difference between revisions of "Returns 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]] | [[Returns per Customer Aids]]
+
[[Sales Reports|Sales Reports List]] | [[Sales per Customer]] | [[Returns per Customer]]
 
</div>
 
</div>
  
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======Sales Return per Customer Menu======
 
======Sales Return per Customer Menu======
−
[[File:Sales Return per Customer Menu.png|center|thumb|1055x1055px|Sales Return per Customer Menu]]
+
[[File:Sales Reports - Returns per Customer - Record List.png|border|center|1496x1496px]]
 +
 
 +
 
 
'''Returns per Customer''' refers to the list of sales return transaction of the customer on a given period of time.
 
'''Returns per Customer''' refers to the list of sales return transaction of the customer on a given period of time.
  
−
Returns per Customer 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 Returns per Customer</span></span></span></span>=====
  
−
#'''Record Filter''' (Date Range, Customer) - Set of filter options for precise search of records
+
*The user should setup have the following records in order to proceed on using the <span>Returns per Customer</span>
−
#*Customer dropdown filter will only show customers with Sales Return Transactions
+
**[[Item Master]]
−
#'''[[Customer]]''' - list of customer and their corresponding [[Sales Return|sales return]] amount
+
**[[Warehouse]]
−
#'''Amount''' - the amount that accumulated by the customer in the list of returns
+
**[[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:
 
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 detailed instructions on how to Export Returns per Customer and how to view its detailed report on sales return per customer, the user may visit the Returns per customer Job Aids which can be found [[Returns per Customer Aids|here]]
 
  
 +
=====<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 />
 
<br />
−
======Detailed Report per Customer(Sales Invoice)======
+
======Detailed Sales Return Per Customer======
−
[[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.
+
[[File:Sales Reports - Returns per Customer - Detailed Record List.png|border|center|1500x1500px]]
  
−
Detailed Report per Customer Terms under Sales Report per Customer
 
−
 
−
#'''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 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:
 
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  Returns per Customer and export all records, the user may Visit Returns Per Customer Job Aids which can be found [[Returns per Customer Aids|here]]
 
  
 +
=====<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;"
 
{| 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'''
 
|-
 
|-
−
|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'''
 
−
|-
 
−
|Inventory Aids
 
−
|[[Sales Return Aids]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Maintenance Aids
 
−
| style="" |[[Customer 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 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]]

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
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