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Difference between revisions of "Sales per Category"
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| − | == Sales per Category == | + | <div style="text-align: center;"> |
| + | [[Sales Reports|Sales Reports List]] | [[Sales per Category]] | [[Sales per Category Aids]] | ||
| + | </div><br /> | ||
| + | ==Sales per Category== | ||
| − | ====== Sales per Category Menu ====== | + | ======Sales per Category Menu====== |
[[File:Sales per Category Menu.png|center|thumb|1000x1000px|Sales per Category Menu]] | [[File:Sales per Category Menu.png|center|thumb|1000x1000px|Sales per Category Menu]] | ||
| Line 9: | Line 12: | ||
Sales per Category Menu List on Oojeema System | Sales per Category Menu List on Oojeema System | ||
| − | # Record Filter(Date Range, Item Class, Warehouse) - set of filter options for precise search of records. | + | #'''Record Filter'''(Date Range, Item Class, Warehouse) - set of filter options for precise search of records. |
| − | # Item Category - list of [[Item Class]] in the report | + | #*Date Range will be set base on the current month by default |
| − | # Sales Qty - Number of Items that has been sold in the assigned [[Warehouse|warehouses]] | + | #*Item Class by default will be set as Filter: All |
| − | # Base Qty - Number of items that the [[Warehouse|warehouses]] has. | + | #*Warehouse by default will be set as Filter: All |
| − | # Amount - The total amount sold base on the items categorized in the [[Item Class]] | + | #'''Item Category''' - list of [[Item Class]] in the report |
| + | #'''Sales Qty''' - Number of Items that has been sold in the assigned [[Warehouse|warehouses]] | ||
| + | #'''Base Qty''' - Number of items that the [[Warehouse|warehouses]] has. | ||
| + | #'''Amount''' - The total amount sold base on the items categorized in the [[Item Class]] | ||
| − | < | + | Notes: |
| + | |||
| + | * Item class status should be '''ACTIVE''' in order to check its sales report record. | ||
| + | ** Item Class status can be seen in [[Item Class]] Maintenance Module | ||
| + | ** Item Class with no Sales Confirmed on their [[Warehouse]] will not be shown in the records. | ||
| + | ** Item Class with inactive [[Warehouse]] will not be included in the computation of the total Amount. | ||
| + | * Warehouse status should be '''ACTIVE''' in order to check its sales report record. | ||
| + | ** Warehouse Status can be seen in Item Class Maintenance Module | ||
| + | ** Warehouse with no Sales Confirmed will not be shown in the records. | ||
| + | ** Warehouse with inactive [[Item Class]] will not be included in the computation of the total Amount. | ||
| + | |||
| + | * For detailed instructions on how to Export Sales per Category, the user may visit Sales per Category Aids which can be found [[Sales per Category Aids|here]] | ||
| + | |||
| + | {| 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: "Open Sans", 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;" | ||
| + | |+ 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''' | ||
| + | |- style="height:25px;" | ||
| + | | style="" |Maintenance | ||
| + | | style="" |[[Maintenance]]<nowiki> | </nowiki>[[Item Class]]<nowiki> | </nowiki>[[Warehouse]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module ([[Reports]])''' | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Reports | ||
| + | | style="" |[[Sales Reports]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | 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="box-sizing: inherit;" | ||
| + | | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Maintenance Aids | ||
| + | | style="" |[[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]] | ||
| + | |} | ||
Revision as of 14:06, 11 February 2021
Sales per Category
Sales per Category Menu
File:Sales per Category Menu.png
Sales per Category Menu
Sales per Category refers to the list of Sales Transaction per Category on a given period.
Sales per Category Menu List on Oojeema System
- Record Filter(Date Range, Item Class, Warehouse) - set of filter options for precise search of records.
- Date Range will be set base on the current month by default
- Item Class by default will be set as Filter: All
- Warehouse by default will be set as Filter: All
- Item Category - list of Item Class in the report
- Sales Qty - Number of Items that has been sold in the assigned warehouses
- Base Qty - Number of items that the warehouses has.
- Amount - The total amount sold base on the items categorized in the Item Class
Notes:
- Item class status should be ACTIVE in order to check its sales report record.
- Item Class status can be seen in Item Class Maintenance Module
- Item Class with no Sales Confirmed on their Warehouse will not be shown in the records.
- Item Class with inactive Warehouse will not be included in the computation of the total Amount.
- Warehouse status should be ACTIVE in order to check its sales report record.
- Warehouse Status can be seen in Item Class Maintenance Module
- Warehouse with no Sales Confirmed will not be shown in the records.
- Warehouse with inactive Item Class will not be included in the computation of the total Amount.
- For detailed instructions on how to Export Sales per Category, the user may visit Sales per Category Aids which can be found here
| Modules | |
|---|---|
| Maintenance | Maintenance | Item Class | Warehouse |
| Reports Module (Reports) | |
| Reports | Sales Reports |
| Sales Reports | Sales Person Report | Stock Ledger | 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 |
| Job Aid Modules | |
| Maintenance Aids | Item Class Aids | Warehouse Aids |
| Reports Aid | |
| Sales Reports | Sales Person Report Aids | Stock Ledger Aids | Sales Report Aids | Sales Register Aids | Sales per Warehouse Aids | Sales per Customer Aids | Sales per Stock Aids | Sales Transfer per Stock Aids | Sales per Item Aids | Sales per Category Aids | Sales per Category Aids | Sales Top Item Aids | Returns per Customer Aids |