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Difference between revisions of "Sales Register"
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[[Sales Reports|Sales Reports List]] | [[Sales Register]] | [[Sales Reports|Sales Reports List]] | [[Sales Register]] | ||
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==Sales Register== | ==Sales Register== | ||
'''Sales Register''' refers to the list of sales transactions in a given period | '''Sales Register''' refers to the list of sales transactions in a given period | ||
| + | [[File:Sales Reports - Sales Register - Record List.png|border|center|1500x1500px]] | ||
| + | <br /> | ||
=====<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>===== | =====<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 the Main Menu, Click '''[[Reports]]''' | #Under the Main Menu, Click '''[[Reports]]''' | ||
| − | #Under Reports | + | #Under Reports Page, Click '''[[Sales Register]]''' under [[Sales Reports]] section. |
| − | #Under Sales Register, click the | + | #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. |
| + | [[File:Sales Reports - Sales Register - Export.png|border|center|1731x1731px]] | ||
| + | <br /> | ||
{| class="wikitable" style="margin: auto;" | {| 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: | ||
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| style="" |Sales Reports | | style="" |Sales Reports | ||
| 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="" |[[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 14:14, 6 April 2022
Sales Register
Sales Register refers to the list of sales transactions in a given period
Requirements before using Sales Register
- The user should setup have the following records in order to proceed on using the Sales Report
| Field | Description |
|---|---|
| 1. Record Filter (Year, Customer) | Set of filter options for precise search of records.
|
| 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
- Under the Main Menu, Click Reports
- Under Reports Page, Click Sales Register under Sales Reports section.
- 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.
| 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 |