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Difference between revisions of "Sales per Item"
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| − | [[Sales Reports|Sales Reports List]] | [[Sales per Item | + | [[Sales Reports|Sales Reports List]] | [[Sales per Item]] |
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====Sales per Item Menu==== | ====Sales per Item Menu==== | ||
| − | [[File:Sales per Item | + | [[File:Sales Reports - Sales per Item - Record List.png|border|center|1500x1500px]] |
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'''Sales per Item''' refers to the sales transaction report per Item from a given period of time. | '''Sales per Item''' refers to the sales transaction report per Item from a given period of time. | ||
| − | Sales per Item | + | =====<span class="mw-headline" id="Requirements_before_using_Returns_per_Customer" style="box-sizing: inherit;"><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 Item</span></span></span></span></span>===== |
| + | |||
| + | *The user should setup have the following records in order to proceed on using the <span>Sales per Item</span> | ||
| + | **[[Customer]] | ||
| + | **[[Item Master]] | ||
| + | **[[Warehouse]] | ||
| + | **[[Sales Return]] | ||
| − | + | {| class="wikitable" | |
| − | + | |+Sales per Item Menu List Terms on Oojeema Prime | |
| − | + | !Field | |
| − | + | !Description | |
| − | + | |- | |
| − | + | |1. Record Filter | |
| − | + | |Set of Filter options for precise search of records. | |
| − | |||
| − | |||
| + | *Date Range will be set by the current month by default | ||
| + | *Customer, Item Class , Item Master, Item Type and Warehouse will be set as Filter: All by default | ||
| + | *Records will no Quantities will not be shown in the records. | ||
| + | |- | ||
| + | |2. Export | ||
| + | |Allows the user to export the record into spreadsheet | ||
| + | |- | ||
| + | |3. [[Item Master|Item Codes]] | ||
| + | |List of Item Code on the sales report record. | ||
| + | |- | ||
| + | |4. [[Item Class|Category]] | ||
| + | |Item Class/Category of the Item Code | ||
| + | |- | ||
| + | |5. [[Unit of Measure]] | ||
| + | |Unit of Measure of the Item | ||
| + | |- | ||
| + | |6. Quantity Sold | ||
| + | |Quantity of sold on a specific Item Code. | ||
| + | |- | ||
| + | |7. Quantity Returned | ||
| + | |Quantity of returned on a specific Item Code. | ||
| + | |- | ||
| + | |8. Net Quantity | ||
| + | |Overall quantity based on sold and returned items. | ||
| + | |- | ||
| + | |9. Amount | ||
| + | |Overall amount based on the Net Quantity of the Item Code. | ||
| + | |} | ||
Notes: | Notes: | ||
| − | * Brands should be on '''ACTIVE''' status in order to view its records. | + | *Brands should be on '''ACTIVE''' status in order to view its records. |
| − | ** Brands status can be seen in [[Brand]] Maintenance Module | + | **Brands status can be seen in [[Brand]] Maintenance Module |
| − | * Item Master should be on '''ACTIVE''' status in order to view its item code records. | + | *Item Master should be on '''ACTIVE''' status in order to view its item code records. |
| − | ** Items status can be seen in [[Item Master]] Maintenance Module | + | **Items status can be seen in [[Item Master]] Maintenance Module |
| − | * Categories should be on '''ACTIVE''' status in order to view its Records | + | *Categories should be on '''ACTIVE''' status in order to view its Records |
| − | ** Category status can be seen in [[Item Class]] Maintenance Module | + | **Category status can be seen in [[Item Class]] Maintenance Module |
| − | ** Disable Categories will not be reflected in the record alongside with its corresponding Item Code | + | **Disable Categories will not be reflected in the record alongside with its corresponding Item Code |
| − | * Item Type should be on '''ACTIVE''' status in order to view its records. | + | *Item Type should be on '''ACTIVE''' status in order to view its records. |
| − | ** Item Type status can be seen in [[Item Type]] Maintenance Module. | + | **Item Type status can be seen in [[Item Type]] Maintenance Module. |
| − | ** Disabled Item Types will not be reflected in the record alongside with its corresponding Item Class and Item Code | + | **Disabled Item Types will not be reflected in the record alongside with its corresponding Item Class and Item Code |
| − | * Warehouse should be on '''ACTIVE''' status in order to view its records. | + | *Warehouse should be on '''ACTIVE''' status in order to view its records. |
| − | ** Warehouse status can be seen in [[Warehouse]] Maintenance Module | + | **Warehouse status can be seen in [[Warehouse]] Maintenance Module |
| − | ** Disabled Warehouse will not be reflected in the record. Thus the amount will be computed differently. | + | **Disabled Warehouse will not be reflected in the record. Thus the amount will be computed differently. |
| − | |||
| + | =====<span class="mw-headline" id="Exporting_Sales_per_Item_Report" style="box-sizing: inherit;">Exporting Sales per Item Report</span>===== | ||
| + | |||
| + | #Click [[Reports]] under Main Menu | ||
| + | #Under Reports page, click [[Sales per Item]] under Sales Reports section | ||
| + | #Under Sales per Item report, click the Export Button on the right side. Take note that the user can filter the date, Item, Customer, Warehouse, Item Type, Item Class and its brand for precise exportation of records | ||
| + | |||
| + | [[File:Sales Reports - Sales per Item - Export.png|border|center|1534x1534px]] | ||
<br /> | <br /> | ||
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|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| style="" |Sales Reports | | style="" |Sales Reports | ||
| − | | style="" | | + | | 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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|} | |} | ||
| + | [[Category:Sales]] | ||
| + | [[Category:Sales Reports]] | ||
Latest revision as of 14:23, 6 April 2022
Contents
Sales per Item
Sales per Item Menu
Sales per Item refers to the sales transaction report per Item from a given period of time.
Requirements before using Sales per Item
- The user should setup have the following records in order to proceed on using the Sales per Item
| Field | Description |
|---|---|
| 1. Record Filter | Set of Filter options for precise search of records.
|
| 2. Export | Allows the user to export the record into spreadsheet |
| 3. Item Codes | List of Item Code on the sales report record. |
| 4. Category | Item Class/Category of the Item Code |
| 5. Unit of Measure | Unit of Measure of the Item |
| 6. Quantity Sold | Quantity of sold on a specific Item Code. |
| 7. Quantity Returned | Quantity of returned on a specific Item Code. |
| 8. Net Quantity | Overall quantity based on sold and returned items. |
| 9. Amount | Overall amount based on the Net Quantity of the Item Code. |
Notes:
- Brands should be on ACTIVE status in order to view its records.
- Brands status can be seen in Brand Maintenance Module
- Item Master should be on ACTIVE status in order to view its item code records.
- Items status can be seen in Item Master Maintenance Module
- Categories should be on ACTIVE status in order to view its Records
- Category status can be seen in Item Class Maintenance Module
- Disable Categories will not be reflected in the record alongside with its corresponding Item Code
- Item Type should be on ACTIVE status in order to view its records.
- Item Type status can be seen in Item Type Maintenance Module.
- Disabled Item Types will not be reflected in the record alongside with its corresponding Item Class and Item Code
- Warehouse should be on ACTIVE status in order to view its records.
- Warehouse status can be seen in Warehouse Maintenance Module
- Disabled Warehouse will not be reflected in the record. Thus the amount will be computed differently.
Exporting Sales per Item Report
- Click Reports under Main Menu
- Under Reports page, click Sales per Item under Sales Reports section
- Under Sales per Item report, click the Export Button on the right side. Take note that the user can filter the date, Item, Customer, Warehouse, Item Type, Item Class and its brand for precise exportation of records
| Modules | |
|---|---|
| Maintenance | Maintenance | Brand | Customer | Item Class | Item Master | Item Type | Unit of Measure | Warehouse |
| 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 |