Sales per Customer

Sales Reports List | Sales per Customer | Returns per Customer | Sales per Customer Aids | Returns per Customer Aids

Sales per Customer

Sales per Customer Menu

File:Sales Per Customer Menu.png

Sales Per Customer Menu

Sales per Customer refers to the list of sales Transactions per Customer in a given period.

Sales Per Customer Report terms in Oojeema Prime

1. Record Filter(Date Range, Customer) - Set of filter options for precise viewing record.
2. Customer - set of customer that has sales amount and returned amount.
3. Sales Amount - the Sales amount accumulated by the Customer on a given period
4. Returned Amount - the Returned amount of the customer from the Sales Return Transaction on a given period.
   • The user will be redirected to Returns per Customer when clicking the returned amount link.
5. Total Amount - overall amount coming from sales and returned amount of the customer.

Notes:

• Customer status must be ACTIVE in order to view its records.
  • Customer status can be found in Customer Maintenance Status
• For further instructions on how to view Detailed Report for Invoice and Returns per Customer and export all records, the user may Visit Sales Per Customer Job Aids which can be found here

Detailed Report per Customer(Sales Invoice)

File:Detailed Sales Report per Customer(Invoice).png

Detailed Sales Report per Customer(Sales Return)

Detailed Report per Customer refers to the list of detailed Invoice report per customer.

Detailed Report per Customer Terms under Sales Report per Customer

1. Transaction Date - Date when the transaction created.
2. Sales Invoice No. - Reference No. of the Sales Invoice
3. Reference No - Reference No. tagged on the Sales Invoice
4. Sales Amount - The amount of sales accumulated of the Sales Invoice
5. Return Amount - The amount of sales return if any in the Sales Invoice.
6. Total - The total amount accumulated on the Transaction coming from Sales Invoice and Sales Return.

Notes:

• Customer status must be ACTIVE in order to view its records.
  • Customer status can be found in Customer Maintenance Status
• For further instructions on how to view Detailed Report for Invoice and Returns per Customer and export all records, the user may Visit Sales Per Customer Job Aids which can be found here

Detailed Report per Customer(Sales Return)

File:Detailed Sales Report per Customer.png

Detailed Sales Report per Customer(Sales Return)

Detailed Report per Customer refers to the list of detailed returns report per customer.

Detailed Report per Customer Terms under Sales Report per Customer

1. Transaction Date - Date when the transaction created.
2. SR No. - Reference No. of the Sales Return Transaction
3. Item - List of Items returned on the Sales Return Transaction.
4. Quantity - Quantity of the returned Items
5. Unit of Measure(UOM) - Unit of Measure of the returned Items
6. Unit Price - The price amount returned from the list of items in the Sales Return Transaction
7. Amount - Total amount of returned item.

Notes:

• Customer status must be ACTIVE in order to view its records.
  • Customer status can be found in Customer Maintenance Status
• For further instructions on how to view Detailed Report for Invoice and Returns per Customer and export all records, the user may Visit Sales Per Customer Job Aids which can be found here