Sales Report

Sales Reports List | Sales Report

Sales Report

Sales Report refers to the list of sales transactions in a given month or per year basis.

Requirements before using Sales Report

• The user should setup have the following records in order to proceed on using the Sales Report
  1. Customer
  2. Sales Invoice
  3. Accounts Receivable

List of Sales Report Module terms on Oojeema Prime.

Field	Description
1. Record Filter (Year, Customer)	Set of filter options for precise search of records. Year will be set at the current year by default. Customer filter dropdown will only show customers with Invoice Transactions. Customer Sales List can be seen further in Sales Invoice and Accounts Receivable Module
2. Export	Allows the user to Export the report into Spreadsheet
3. Customer	List of Customer on the Sales Report Record
4. Month Range	List of amount on a monthly basis in a span of a year period.

Notes:

• Customers must be ACTIVE status in order to view its records in the report.
  • Customer status can be seen in Customer Maintenance Module

Detailed Sales Report Menu

Detailed Sales Report Menu refers to the detailed information per customer regarding their sales status.

Detailed Sales Report Menu:

Field	Description
1. Customer	Customer Name in the Detailed Sales Report
2. Address	The Customer's Address
3. Export	Allows the User to Export the report into Spreedsheet
4. Date	Date when the Sales Invoice is issued.
5. Sales Invoice No	The reference number of the Sales Invoice.
6. Reference	The reference transaction no. attached for the Sales Invoice It is different from Sales Invoice No. Reference
7. AR No	Reference number of the Accounts Receivable tag to the Sales Invoice
8. Amount	Total Amount of the Sales Invoice.

Notes:

• Customers must be ACTIVE status in order to view its records in the report.
  • Customer status can be seen in Customer Maintenance Module

Exporting Sales Report

1. Click Reports under Main Menu
2. Under Reports Menu, Click Sales Report under Sales Reports Section.
3. Under Sales Report, click the Export Button on the right side. Take note that the user can filter the year and the customer for precise exportation of records.

Viewing Vouchers on Sales Report

1. Click Reports under Main Menu
2. Under Reports Menu, Click Sales Report under Sales Reports.
3. Under Sales Report, Click the amount links corresponding to the specific month column to view its detailed report.
4. Under Detailed Report, click on the record links to view its details

Exporting Detailed Report on Sales Report

1. Click Reports under Main Menu
2. Under Reports Menu, Click Sales Report under Sales Reports Section.
3. Under Sales Report, Click the amount links corresponding to the specific month column to view its detailed report.
4. Under Detailed Report, click Export button.