Discussion

Difference between revisions of "Sales Report"

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======Detailed Sales Report Menu======
 
======Detailed Sales Report Menu======
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[[File:Detailed Sales Report Menu.png|center|thumb|584x584px|Detailed Sales Report Menu]]
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[[File:Detail Sales Report Menu.png|center|thumb|584x584px|Detailed Sales Report Menu]]
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'''Detailed Sales Report''' Menu refers to the detailed information per customer regarding their sales status.
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{| class="wikitable"
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Detailed Sales Report Menu refers to the detailed information per customer regarding their sales status.
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|+Detailed Sales Report Menu:
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!Field
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#[[Customer]] - Customer Name in the Detailed Sales Report
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!Description
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#Address - the Customers Address
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|-
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#Date - Date when the [[Sales Invoice]] is issued.
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|1. [[Customer]]
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#[[Sales Invoice|Sales Invoice No.]] - The reference number of the Sales Invoice.
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|Customer Name in the Detailed Sales Report
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#Reference - The reference transaction no. attached for the Sales Invoice
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|-
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#*It is different from the Sales Invoice No. Reference
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|2. Address
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#[[Accounts Receivable|AR No]] - Reference number of the [[Accounts Receivable]] tag to the Sales Invoice
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|The Customer's Address
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#Amount - Total Amount of the Sales Invoice.<br />
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|-
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|3. Export
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|Allows the User to Export the report into Spreedsheet
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|-
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|4. Date
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|Date when the [[Sales Invoice]] is issued.
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|-
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|5. [[Sales Invoice|Sales Invoice No]]
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|The reference number of the Sales Invoice.
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|-
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|6. Reference
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|The reference transaction no. attached for the Sales Invoice
  
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*It is different from the Sales Invoice No. Reference
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|-
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|7. [[Accounts Receivable|AR No]]
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|Reference number of the [[Accounts Receivable]] tag to the Sales Invoice
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|-
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|8. Amount
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|Total Amount of the Sales Invoice.
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|}
 
Notes:
 
Notes:
  

Revision as of 10:46, 25 March 2021

Sales Report

Sales Report Menu
File:Sales Report Menu1.png
Sales Report Menu


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

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.
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
  • For detailed instructions on how to View detailed Sales Report and how to Export the Sales Report, The user may visit the Sales Report Job Aids which can be found here
Detailed Sales Report Menu
File:Detail Sales Report Menu.png
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 the 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
  • For detailed instructions on how to View detailed Sales Report and how to Export the Detailed Sales Report, The user may visit the Sales Report Job Aids which can be found here
Categories:
Modules
Sales Sales Invoice
Financial Accounts Receivable
Maintenance Maintenance | Customer
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
Sales Aids Sales Invoice Aids
Financial Aids Accounts Receivable Aids
Maintenance Aids Customer 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 Top Item Aids | Returns per Customer Aids
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