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Difference between revisions of "Sales per Warehouse"

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<div style="text-align: center;">
 
<div style="text-align: center;">
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[[Sales Reports|Sales Reports List]] | [[Sales per Warehouse]] | [[Sales per Warehouse Aids]]
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[[Sales Reports|Sales Reports List]] | [[Sales per Warehouse]]
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</div><br />
+
</div>
−
 
 
 
==Sales per Warehouse==
 
==Sales per Warehouse==
  
 
======Sales per Warehouse Menu List======
 
======Sales per Warehouse Menu List======
−
[[File:Sales per Warehouse Menu List.png|center|thumb|1050x1050px|Sales per Warehouse Menu List]]'''Sales per Warehouse''' refers to the list of sales transaction per warehouse.
+
[[File:Sales Reports - Sales per Warehouse - Record List.png|border|center|1500x1500px]]
  
−
Sales per Warehouse terms on Oojeema System
 
  
−
# '''Record Filter'''(Date Range, Warehouse) - list of record filters for precise search of records.
+
'''Sales per Warehouse''' refers to the list of sales transaction per warehouse.
−
#* Date Range will be set on current date by default
 
−
#* Warehouse will be set to none by default.
 
−
# '''Warehouse Code''' - Reference Code for a specific [[Warehouse]]
 
−
# '''[[Warehouse]]''' - name of Warehouse corresponding to its Warehouse Code
 
−
# '''Quantity''' - total number of items sold in the warehouse.  
 
  
 +
=====<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 Warehouse</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 per Warehouse</span>
 +
*#[[Item Master]]
 +
*#[[Warehouse]]
 +
 +
{| class="wikitable" style="margin: auto;"
 +
|+Sales per Warehouse terms on Oojeema System
 +
!Field
 +
!Description
 +
|-
 +
|1. '''Export'''
 +
|Allows the user to Export the record to Spreadsheet.
 +
|-
 +
|2. '''Record Filter'''(Date Range, Warehouse)
 +
|List of record filters for precise search of records.
 +
 +
*Date Range will be set on current date by default
 +
*Warehouse will be set to none by default.
 +
|-
 +
|'''3. Warehouse Code'''
 +
|Reference Code for a specific [[Warehouse]]
 +
|-
 +
|4. '''[[Warehouse]]'''
 +
|Name of Warehouse corresponding to its Warehouse Code
 +
|-
 +
|5. '''Quantity'''
 +
|Total number of items sold in the warehouse.
 +
|}
 
Notes:
 
Notes:
  
−
* Warehouse status should be '''ACTIVE''' in order to view its records.  
+
*Warehouse status should be '''ACTIVE''' in order to view its records.  
−
** Warehouse status can be seen in [[Warehouse]] Maintenance Module
+
**Warehouse status can be seen in [[Warehouse]] Maintenance Module
−
* For detailed instructions on how to Export Warehouse Sales Records and how to check the Detailed Report per Warehouse. The user may visit the Sales per Warehouse Job Aid which can be found [[Sales per Warehouse Aids|here]]
+
 
 +
=====<span class="mw-headline ve-pasteProtect" id="Exporting_Sales_per_Warehouse" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Exporting Sales per Warehouse</span>=====
  
 +
#Click [[Reports]] under Main Menu
 +
#Under Reports page, click [[Sales per Warehouse]] under Sales Reports section
 +
#Under Sales per Warehouse report, click the '''Export Button''' on the right side. Take note that the user can filter the date and the warehouse for precise exportation of records.
 +
 +
[[File:Sales Reports - Sales per Warehouse - Export.png|border|center|1658x1658px]]
 +
<br />
 +
=====<span class="mw-headline ve-pasteProtect" id="Viewing_Detailed_Report_on_Sales_per_Warehouse" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Viewing Detailed Report on Sales per Warehouse</span>=====
 +
 +
#Under the Main Menu, Click '''[[Reports]]'''
 +
#Under Reports Menu, Click '''[[Sales per Warehouse]]''' under [[Sales Reports]]
 +
#Under Sales Report per Warehouse, Click the warehouse links corresponding to the specific warehouse code column to view its detailed report.
 +
 +
[[File:Sales Reports - Sales per Warehouse - View Detailed Report.png|border|center|1609x1609px]]
 +
<br />
 
======Detailed Report per Warehouse======
 
======Detailed Report per Warehouse======
−
[[File:Detailed Report per Warehouse.png|center|thumb|1050x1050px|Detailed Report per Warehouse]]
+
[[File:Sales Reports - Sales per Warehouse - Detailed Record List.png|border|center|1500x1500px]]
−
'''Detailed Report per Warehouse''' refers to the additional information on the Sales per Warehouse which includes the name of Items as well as the Quantity and corresponding Amount.
 
  
−
Detailed Report per Warehouse on Oojeema System
 
  
−
# Warehouse Code - Reference No. of the Warehouse
+
'''Detailed Report per Warehouse''' refers to the additional information on the [[Sales per Warehouse]] which includes the name of Items as well as the Quantity and corresponding Amount.
−
# Description - Description of the Warehouse
+
{| class="wikitable" style="margin: auto;"
−
# Item Code - List of Reference No of Items in the Warehouse
+
|+Detailed Report per Warehouse on Oojeema System
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# Item Name - Name of the Item corresponds to its Item Code
+
!Field
−
# Quantity - Number of Items sold on the specific Item Code/Name
+
!Description
−
# Unit of Measure - Unit of Measure of the Item
+
|-
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# Price Unit - Price per Unit of the specific Item
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|1. '''Warehouse Code'''
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# Amount - Total Amount based on the quantity of the item and its price per Unit.
+
|Reference No. of the Warehouse
 +
|-
 +
|2. '''Description'''
 +
|Description of the Warehouse
 +
|-
 +
|3. '''Item Code'''
 +
|List of Reference No of Items in the Warehouse
 +
|-
 +
|4. '''Item Name'''
 +
|Name of the Item corresponds to its Item Code
 +
|-
 +
|5. '''Quantity'''
 +
|Number of Items sold on the specific Item Code/Name
 +
|-
 +
|6. '''Unit of Measure'''
 +
|Unit of Measure of the Item
 +
|-
 +
|7. '''Price Unit'''
 +
|Price per Unit of the specific Item
 +
|-
 +
|8. '''Amount'''
 +
|Total Amount based on the quantity of the item and its price per Unit.
 +
|}
 +
Notes:
  
−
Notes:<br />
+
*Inactive Item Codes are still included in the Detailed Report
−
{| 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;"
+
*Changes on Prices will be shown in the Detailed Report
 +
*Detailed Warehouse Report can be seen only if the Warehouse status is '''ACTIVE'''
 +
**Warehouse status can be seen in [[Warehouse]] Maintenance Module
 +
*For detailed instructions on how to Export detailed Warehouse Sales Records and how to check the Detailed Report per Warehouse under Sales per Warehouse Menu. The user may visit the Sales per Warehouse Job Aid which can be found [[Sales per Warehouse Aids|here]]
 +
 
 +
=====<span class="mw-headline ve-pasteProtect" id="Exporting_Detailed_Report_on_Sales_per_Warehouse" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Exporting Detailed Report on Sales per Warehouse</span>=====
 +
 
 +
#Click [[Reports]] under Main Menu
 +
#Under Reports Page, Click '''[[Sales per Warehouse]]''' under [[Sales Reports]]
 +
#Under Sales Report per Warehouse, Click the warehouse links corresponding to the specific warehouse code column to view its detailed report.
 +
#Click '''Export'''
 +
 
 +
[[File:Sales Reports - Sales per Warehouse - Export Detailed Report.png|border|center|2141x2141px]]
 +
<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'''
 
|- style="height:25px;"
 
|- style="height:25px;"
 
| style="" |Maintenance
 
| style="" |Maintenance
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| style="" |[[Maintenance]]<nowiki> | </nowiki>[[Warehouse]]
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| style="" |[[Maintenance]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Warehouse]]
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module ([[Reports]])'''
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module ([[Reports]])'''
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|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Sales Reports
 
| style="" |Sales Reports
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| 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]]
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|- style="box-sizing: inherit;"
 
−
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
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|- style="box-sizing: inherit;"
 
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| style="" |Maintenance Aids
 
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| style="" |[[Warehouse Aids]]
 
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|- style="box-sizing: inherit;"
 
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Aid'''
 
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|- 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 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]]

Latest revision as of 14:15, 6 April 2022

Sales per Warehouse

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


Sales per Warehouse refers to the list of sales transaction per warehouse.

Requirements before using Sales per Warehouse
  • The user should setup have the following records in order to proceed on using the Sales per Warehouse
    1. Item Master
    2. Warehouse
Sales per Warehouse terms on Oojeema System
Field Description
1. Export Allows the user to Export the record to Spreadsheet.
2. Record Filter(Date Range, Warehouse) List of record filters for precise search of records.
  • Date Range will be set on current date by default
  • Warehouse will be set to none by default.
3. Warehouse Code Reference Code for a specific Warehouse
4. Warehouse Name of Warehouse corresponding to its Warehouse Code
5. Quantity Total number of items sold in the warehouse.

Notes:

  • Warehouse status should be ACTIVE in order to view its records.
    • Warehouse status can be seen in Warehouse Maintenance Module
Exporting Sales per Warehouse
  1. Click Reports under Main Menu
  2. Under Reports page, click Sales per Warehouse under Sales Reports section
  3. Under Sales per Warehouse report, click the Export Button on the right side. Take note that the user can filter the date and the warehouse for precise exportation of records.
Sales Reports - Sales per Warehouse - Export.png


Viewing Detailed Report on Sales per Warehouse
  1. Under the Main Menu, Click Reports
  2. Under Reports Menu, Click Sales per Warehouse under Sales Reports
  3. Under Sales Report per Warehouse, Click the warehouse links corresponding to the specific warehouse code column to view its detailed report.
Sales Reports - Sales per Warehouse - View Detailed Report.png


Detailed Report per Warehouse
Sales Reports - Sales per Warehouse - Detailed Record List.png


Detailed Report per Warehouse refers to the additional information on the Sales per Warehouse which includes the name of Items as well as the Quantity and corresponding Amount.

Detailed Report per Warehouse on Oojeema System
Field Description
1. Warehouse Code Reference No. of the Warehouse
2. Description Description of the Warehouse
3. Item Code List of Reference No of Items in the Warehouse
4. Item Name Name of the Item corresponds to its Item Code
5. Quantity Number of Items sold on the specific Item Code/Name
6. Unit of Measure Unit of Measure of the Item
7. Price Unit Price per Unit of the specific Item
8. Amount Total Amount based on the quantity of the item and its price per Unit.

Notes:

  • Inactive Item Codes are still included in the Detailed Report
  • Changes on Prices will be shown in the Detailed Report
  • Detailed Warehouse Report can be seen only if the Warehouse status is ACTIVE
    • Warehouse status can be seen in Warehouse Maintenance Module
  • For detailed instructions on how to Export detailed Warehouse Sales Records and how to check the Detailed Report per Warehouse under Sales per Warehouse Menu. The user may visit the Sales per Warehouse Job Aid which can be found here
Exporting Detailed Report on Sales per Warehouse
  1. Click Reports under Main Menu
  2. Under Reports Page, Click Sales per Warehouse under Sales Reports
  3. Under Sales Report per Warehouse, Click the warehouse links corresponding to the specific warehouse code column to view its detailed report.
  4. Click Export
Sales Reports - Sales per Warehouse - Export Detailed Report.png


Categories:
Modules
Maintenance Maintenance | Item Master | 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
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