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Difference between revisions of "Sales Top Item"

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<div style="text-align: center;">
 
<div style="text-align: center;">
−
[[Sales Reports|Sales Reports List]] | [[Sales Top Item]] | [[Sales Top Item Aids]]<br /><br /></div>
+
[[Sales Reports|Sales Reports List]] | [[Sales Top Item]]<br /></div>
  
 
==Sales - Top Item==
 
==Sales - Top Item==
  
 
======Sales Top Item Menu List======
 
======Sales Top Item Menu List======
−
[[File:Sales Top Item Menu List.png|center|thumb|1000x1000px|Sales Top Item Menu List]]
+
'''Sales Top Item''' refers the list of items sold at a Given Period, ranking the Top sales from highest to lowest.
  
 +
=====<span class="mw-headline" id="Requirements_before_using_Sales_Journal" style="box-sizing: inherit;"><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 - Top Item</span></span></span></span></span></span>=====
  
−
'''Sales Top Item''' refers the list of items sold at a Given Period, ranking the Top sales from highest to lowest.
+
*The user should setup have the following records in order to proceed on using the Sales - Top Item
 +
**[[Brand]]
 +
**[[Item Master]]
 +
**[[Sales Invoice]]
 +
**[[Sales Return]]
  
−
Sales Top Item Menu List Terms on Oojeema Prime
+
{| class="wikitable" style="margin: auto;"
−
 
+
|+Sales Top Item Menu List Terms on Oojeema Prime:
−
#'''Record Filter''' (Date Range, Brand, Item List) - set of filter records for precise searching of records.
+
!Field
−
#*Date range will be automatically set on the current month by default.
+
!Description
−
#*Brands will be automatically set on Filter: All by default.
+
|-
−
#*Items displayed option will be automatically set to 10 by default.
+
|1. '''Record Filter''' (Date Range, Brand, Item List)
−
#'''Rank''' - The rank of the items based on quantity and amount sales from highest to lowest.
+
|Set of filter records for precise searching of records.
−
#'''Item''' - The name of the item.
 
−
#'''Brand''' - The brand of the item.
 
−
#'''Category''' - The [[Item Class|Class]] or the category of the item.
 
−
#'''[[Unit of Measure]]''' - the standard unit of measure of the item.
 
−
#'''Quantity Sold''' - Number of items sold
 
−
#'''Quantity Returned''' - Number of items returned
 
−
#'''Net Quantity''' - Total number of items sold based from its quantity sold and the items returned
 
−
#'''Amount''' - The total amount of all items based on its net quantity
 
  
 +
*Date range will be automatically set on the current month by default.
 +
*Brands will be automatically set on Filter: All by default.
 +
*Items displayed option will be automatically set to 10 by default.
 +
|-
 +
|2. '''Export'''
 +
|Allows the user to Export the report into Spreadsheet.
 +
|-
 +
|3. '''Rank'''
 +
|The rank of the items based on quantity and amount sales from highest to lowest.
 +
|-
 +
|4. '''Item'''
 +
|The name of the item.
 +
|-
 +
|5. '''Brand'''
 +
|The brand of the item.
 +
|-
 +
|6. '''Category'''
 +
|The [[Item Class|Class]] or the category of the item.
 +
|-
 +
|7. '''[[Unit of Measure]]'''
 +
|The standard unit of measure of the item.
 +
|-
 +
|8. '''Quantity Sold'''
 +
|Number of items sold
 +
|-
 +
|9. '''Quantity Returned'''
 +
|Number of items returned
 +
|-
 +
|10. '''Net Quantity'''
 +
|Total number of items sold based from its quantity sold and the items returned
 +
|-
 +
|11. '''Amount'''
 +
|The total amount of all items based on its net quantity
 +
|}
 
Notes:
 
Notes:
  
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**No records will be display if all items in the Item Master has no brand indicated.
 
**No records will be display if all items in the Item Master has no brand indicated.
 
*Clicking the link on Quantity Sold and Quantity Returned will redirect the user to the detailed List of Transactions corresponding to that Item.
 
*Clicking the link on Quantity Sold and Quantity Returned will redirect the user to the detailed List of Transactions corresponding to that Item.
−
*For further instructions on how to Export and view detailed list of transaction of Items Sold and Items Returned. The user may visit the Sales Top Items Aid Job Aids which can be found [[Sales Top Item Aids|here]]<br />
 
  
 +
=====<span class="mw-headline" id="Exporting_Sales_-_Top_Item" style="box-sizing: inherit;">Exporting Sales - Top Item</span>=====
 +
 +
#Click [[Reports]] under Main Menu
 +
#Under Reports Menu, Click '''[[Sales Top Item|Sales - Top Item]]''' under [[Sales Reports]].
 +
#Under Sales-Top Item, click the Export Button on the right side. Take note that the user can filter the date and Brand for precise Exportation of Records
 +
 +
[[File:Sales Reports - Sales Top Item - Export.png|border|center|1663x1663px]]
 +
<br />
 
======List of Transactions (Quantity Sold)======
 
======List of Transactions (Quantity Sold)======
−
[[File:List of Transactions(Qty Sold).png|center|thumb|594x594px|List of Transactions(Quantity Sold)]]'''List of Transactions for Quantity Sold''' refers to a detailed report of a specific item and its list of Invoices breakdown of its sales.
+
[[File:Sales Reports - Sales Top Item - List of Transactions Quantity Sold.png|border|center|721x721px]]
  
−
List of Transactions for Quantity Sold Terms under Sales - Top Item Menu List
 
−
 
−
#'''Item Code''' - Reference Number of the Item
 
−
#'''Search Bar''' - A search text box that guides the users to find a specific record.
 
−
#'''Transaction Date''' - Date when the transaction was created.
 
−
#'''Voucher No.''' - Reference No. of the Invoice
 
−
#'''Quantity''' - Number of Items sold in Sales Invoice
 
−
#'''Amount''' - the total amount sold based from the Quantity and its unit Price
 
  
 +
'''List of Transactions for Quantity Sold''' refers to a detailed report of a specific item and its list of Invoices breakdown of its sales.
 +
{| class="wikitable" style="margin: auto;"
 +
|+List of Transactions for Quantity Sold Terms under Sales - Top Item Menu List
 +
!Field
 +
!Description
 +
|-
 +
|1. '''Item Code'''
 +
|Reference Number of the Item
 +
|-
 +
|2. '''Search Bar'''
 +
|A search text box that guides the users to find a specific record.
 +
|-
 +
|3. '''Transaction Date'''
 +
|Date when the transaction was created.
 +
|-
 +
|4. '''Voucher No.'''
 +
|Reference No. of the Invoice
 +
|-
 +
|5. '''Quantity'''
 +
|Number of Items sold in Sales Invoice
 +
|-
 +
|6. '''Amount'''
 +
|The total amount sold based from the Quantity and its unit Price
 +
|}
 
Notes:
 
Notes:
  
 
*Clicking on the Voucher Number will redirect the user to the View [[Sales Invoice]] Module.
 
*Clicking on the Voucher Number will redirect the user to the View [[Sales Invoice]] Module.
−
*For further instructions on how to view the invoice. The user may visit the Sales Top Items Aid Job Aids which can be found [[Sales Top Item Aids|here]]
 
−
 
−
======View Voucher under List of Transactions(Quantity Sold)======
 
−
[[File:List of Transaction(Qty-Sold-View).png|link=https://docs.oojeema.com/File:List%20of%20Transaction(Qty-Sold-View).png|center|thumb|1000x1000px|List of Transactions(Qty Sold - View)]]
 
  
 
======List of Transactions(Quantity Returned)======
 
======List of Transactions(Quantity Returned)======
−
[[File:List of Transactions(Qty Returned).png|center|thumb|586x586px|List of Transactions(Quantity Returned)]]'''List of Transactions for Quantity Returned''' refers to a detailed report of the returned item and its list of Sales Return breakdown.
+
[[File:Sales Reports - Sales Top Item - List of Transactions Quantity Returned.png|border|center|729x729px]]
  
−
List of Transactions for Quantity Returned Terms under Sales - Top Item Menu List
 
  
−
#'''Item Code''' - Reference Number of the Item
+
'''List of Transactions for Quantity Returned''' refers to a detailed report of the returned item and its list of Sales Return breakdown.
−
#'''Search Bar''' - A search text box that guides the users to find a specific record.
+
{| class="wikitable" style="margin: auto;"
−
#'''Transaction Date''' - Date when the transaction was created.
+
|+List of Transactions for Quantity Returned Terms under Sales - Top Item Menu List
−
#'''Voucher No.''' - Reference No. of the Sales Return
+
!Field
−
#'''Quantity''' - Number of Items Returned in the Sales Return record
+
!Description
−
#'''Amount''' - the total amount returned based from the Quantity and its unit Price
+
|-
 +
|1. '''Item Code'''
 +
|Reference Number of the Item
 +
|-
 +
|2. '''Search Bar'''
 +
|A search text box that guides the users to find a specific record.
 +
|-
 +
|3. '''Transaction Date'''
 +
|Date when the transaction was created.
 +
|-
 +
|4. '''Voucher No'''
 +
|Reference No. of the Sales Return
 +
|-
 +
|5. '''Quantity'''
 +
|Number of Items Returned in the [[Sales Return]] record
 +
|-
 +
|6. '''Amount'''
 +
|The total amount returned based from the Quantity and its unit Price
 +
|}
 +
 
  
 
Notes:
 
Notes:
  
 
*Clicking on the Voucher Number will redirect the user to the View [[Sales Return]] Module.
 
*Clicking on the Voucher Number will redirect the user to the View [[Sales Return]] Module.
−
*For further instructions on how to view the invoice. The user may visit the Sales Top Items Aid Job Aids which can be found [[Sales Top Item Aids|here]]
 
  
−
======View Voucher under List of Transactions(Quantity Returned)======
+
=====<span class="mw-headline ve-pasteProtect" id="Viewing_Quantity_Sold_on_Sales_Analysis_-_Top_Item" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Viewing Quantity Sold on Sales Analysis - Top Item</span>=====
−
[[File:List of Transaction(Qty-Return-View).png|center|thumb|1000x1000px|List of Transaction(Quantity Return - View)]]
 
  
 +
#Click [[Reports]] under Main Menu
 +
#Under [[Reports]] Menu, Click '''[[Sales Top Item|Sales - Top Item]]''' under [[Sales Reports]].
 +
#Under Sales – Top Item Report, click on the quantity link under Qty Sold Column to redirect to the Sales List of Transaction
 +
#Under Detailed List of Transaction, select a record link under Voucher No. column.
  
−
{| 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;"
+
[[File:Sales Reports - Sales Top Item - View(Quantity).png|border|center|2736x2736px]]
 +
<br />
 +
=====<span class="mw-headline ve-pasteProtect" id="Viewing_Quantity_Sold_on_Sales_Analysis_-_Top_Item" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Viewing Quantity Returned on Sales Analysis - Top Item</span>=====
 +
 
 +
#Click [[Reports]] under Main Menu
 +
#Under [[Reports]] Menu, Click '''[[Sales Top Item|Sales - Top Item]]''' under [[Sales Reports]].
 +
#Under Sales – Top Item Report, click on the quantity link under Qty Returned Column to redirect to the Returned List of Transaction
 +
#Under Detailed List of Transaction, select a record link under Voucher No. column.
 +
 
 +
[[File:Sales Reports - Sales Top Item - View(Returned).png|border|center|2788x2788px]]
 +
<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'''
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|[[Sales Invoice]]
 
|[[Sales Invoice]]
 
|-
 
|-
−
|Inventory Aids
+
|Inventory
 
|[[Sales Return]]
 
|[[Sales Return]]
 
|- style="height:25px;"
 
|- style="height:25px;"
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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
 
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|[[Sales Invoice Aids]]
 
−
|-
 
−
|Inventory Aids
 
−
|[[Sales Return Aids]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Maintenance Aids
 
−
| style="" |[[Brand]]<nowiki> | </nowiki>[[Item Class Aids]]<nowiki> | </nowiki>[[Warehouse 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 14:38, 7 April 2022

Sales - Top Item

Sales Top Item Menu List

Sales Top Item refers the list of items sold at a Given Period, ranking the Top sales from highest to lowest.

Requirements before using Sales - Top Item
Sales Top Item Menu List Terms on Oojeema Prime:
Field Description
1. Record Filter (Date Range, Brand, Item List) Set of filter records for precise searching of records.
  • Date range will be automatically set on the current month by default.
  • Brands will be automatically set on Filter: All by default.
  • Items displayed option will be automatically set to 10 by default.
2. Export Allows the user to Export the report into Spreadsheet.
3. Rank The rank of the items based on quantity and amount sales from highest to lowest.
4. Item The name of the item.
5. Brand The brand of the item.
6. Category The Class or the category of the item.
7. Unit of Measure The standard unit of measure of the item.
8. Quantity Sold Number of items sold
9. Quantity Returned Number of items returned
10. Net Quantity Total number of items sold based from its quantity sold and the items returned
11. Amount The total amount of all items based on its net quantity

Notes:

  • Brand must be on ACTIVE status in order to view its records in the report
    • Brand status can be seen in Brand Maintenance Module
    • No records will be display if all items in the Item Master has no brand indicated.
  • Clicking the link on Quantity Sold and Quantity Returned will redirect the user to the detailed List of Transactions corresponding to that Item.
Exporting Sales - Top Item
  1. Click Reports under Main Menu
  2. Under Reports Menu, Click Sales - Top Item under Sales Reports.
  3. Under Sales-Top Item, click the Export Button on the right side. Take note that the user can filter the date and Brand for precise Exportation of Records
Sales Reports - Sales Top Item - Export.png


List of Transactions (Quantity Sold)
Sales Reports - Sales Top Item - List of Transactions Quantity Sold.png


List of Transactions for Quantity Sold refers to a detailed report of a specific item and its list of Invoices breakdown of its sales.

List of Transactions for Quantity Sold Terms under Sales - Top Item Menu List
Field Description
1. Item Code Reference Number of the Item
2. Search Bar A search text box that guides the users to find a specific record.
3. Transaction Date Date when the transaction was created.
4. Voucher No. Reference No. of the Invoice
5. Quantity Number of Items sold in Sales Invoice
6. Amount The total amount sold based from the Quantity and its unit Price

Notes:

  • Clicking on the Voucher Number will redirect the user to the View Sales Invoice Module.
List of Transactions(Quantity Returned)
Sales Reports - Sales Top Item - List of Transactions Quantity Returned.png


List of Transactions for Quantity Returned refers to a detailed report of the returned item and its list of Sales Return breakdown.

List of Transactions for Quantity Returned Terms under Sales - Top Item Menu List
Field Description
1. Item Code Reference Number of the Item
2. Search Bar A search text box that guides the users to find a specific record.
3. Transaction Date Date when the transaction was created.
4. Voucher No Reference No. of the Sales Return
5. Quantity Number of Items Returned in the Sales Return record
6. Amount The total amount returned based from the Quantity and its unit Price


Notes:

  • Clicking on the Voucher Number will redirect the user to the View Sales Return Module.
Viewing Quantity Sold on Sales Analysis - Top Item
  1. Click Reports under Main Menu
  2. Under Reports Menu, Click Sales - Top Item under Sales Reports.
  3. Under Sales – Top Item Report, click on the quantity link under Qty Sold Column to redirect to the Sales List of Transaction
  4. Under Detailed List of Transaction, select a record link under Voucher No. column.
Sales Reports - Sales Top Item - View(Quantity).png


Viewing Quantity Returned on Sales Analysis - Top Item
  1. Click Reports under Main Menu
  2. Under Reports Menu, Click Sales - Top Item under Sales Reports.
  3. Under Sales – Top Item Report, click on the quantity link under Qty Returned Column to redirect to the Returned List of Transaction
  4. Under Detailed List of Transaction, select a record link under Voucher No. column.
Sales Reports - Sales Top Item - View(Returned).png


Categories:
Modules
Sales Sales Invoice
Inventory Sales Return
Maintenance Maintenance | Brand | Item Class | 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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