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Difference between revisions of "Sales Register"
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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| | + | [[File:Sales Reports - Sales Register - Export.png|border|center|1731x1731px]] |
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{| class="wikitable" style="margin: auto;" | {| class="wikitable" style="margin: auto;" | ||
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| 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]] | ||
|} | |} | ||
| + | [[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 |