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Difference between revisions of "Sales Report"

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'''Sales Report''' refers to the list of sales transactions in a given month or per year basis.
 
'''Sales Report''' refers to the list of sales transactions in a given month or per year basis.
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===== <span class="mw-headline" id="Requirements_before_using_AR_Detailed_Report" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Accounts_Receivable_Aging" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Sales Report</span></span></span> =====
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* The user should setup have the following records in order to proceed on using the <span>Sales Report</span>
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*# [[Customer]]
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*# [[Sales Invoice]]
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*# [[Accounts Receivable]]
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{| class="wikitable" style="margin: auto;"
 
|+List of Sales Report Module terms on Oojeema Prime.
 
|+List of Sales Report Module terms on Oojeema Prime.
 
!Field
 
!Field
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*Customers must be '''ACTIVE''' status in order to view its records in the report.  
 
*Customers must be '''ACTIVE''' status in order to view its records in the report.  
 
**Customer status can be seen in [[Customer]] Maintenance Module
 
**Customer status can be seen in [[Customer]] Maintenance Module
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*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 [[Sales Report Aids|here]]
 
  
 
======Detailed Sales Report Menu======
 
======Detailed Sales Report Menu======
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[[File:Detail Sales Report Menu.png|center|thumb|584x584px|Detailed Sales Report Menu]]
 
 
'''Detailed Sales Report''' Menu refers to the detailed information per customer regarding their sales status.
 
'''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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{| class="wikitable" style="margin: auto;"
 
|+Detailed Sales Report Menu:
 
|+Detailed Sales Report Menu:
 
!Field
 
!Field
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*Customers must be '''ACTIVE''' status in order to view its records in the report.
 
*Customers must be '''ACTIVE''' status in order to view its records in the report.
 
**Customer status can be seen in [[Customer]] Maintenance Module
 
**Customer status can be seen in [[Customer]] Maintenance Module
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*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 [[Sales Report Aids|here]]
 
  
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{| 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: &quot;Open Sans&quot;, 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;"
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===== <span class="mw-headline" id="Exporting_Sales_Report" style="box-sizing: inherit;">Exporting Sales Report</span> =====
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# Under the Main Menu, Click '''[[Reports]]'''
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# Under Reports Menu, Click '''[[Sales Report]]''' under [[Sales Reports]].
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# Under [[Sales Report]], click the '''Export Button''' on the right side. Take note that you can filter the Date, and the Customer for precise exportation of records.
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===== <span class="mw-headline" id="Viewing_Vouchers_on_Sales_Report" style="box-sizing: inherit;">Viewing Vouchers on Sales Report</span> =====
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# Under the Main Menu, Click '''[[Reports]]'''
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# Under Reports Menu, Click '''[[Sales Report]]''' under [[Sales Reports]].
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# Under [[Sales Report]], Check the Check Number Column, you will see the amount list per month with links. Click on the amount to redirect you to the detailed report of that month. Click on the specific voucher to view its details.
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===== <span class="mw-headline" id="Export_Detailed_Report_on_Sales_Report" style="box-sizing: inherit;">Exporting Detailed Report on Sales Report</span> =====
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# Under the Main Menu, Click '''[[Reports]]'''
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# Under Reports Menu, Click '''[[Sales Report]]''' under [[Sales Reports]].
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# Under [[Sales Report]], Check the Check Number Column, you will see the amount list per month with links. Click on the amount to redirect you to the detailed report of that month.
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# Under Detailed Report, click '''Export.'''
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{| 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: &quot;Open Sans&quot;, 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="margin: auto;"
 
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
 
|+ 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'''
 
! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
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|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|-
 
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|Sales Aids
 
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|[[Sales Invoice Aids]]
 
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|-
 
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|Financial Aids
 
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|[[Accounts Receivable Aids]]
 
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Maintenance Aids
 
| style="" |Maintenance Aids
 
| style="" |[[Customer Aids]]
 
| style="" |[[Customer Aids]]
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|- style="box-sizing: inherit;"
 
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Aid'''
 
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|- style="box-sizing: inherit;"
 
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| style="" |Sales Reports
 
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| style="" |[[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 Top Item Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Returns per Customer Aids]]
 
 
|}
 
|}

Revision as of 14:25, 2 December 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.

Requirements before using Sales Report
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
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
Exporting Sales Report
  1. Under the Main Menu, Click Reports
  2. Under Reports Menu, Click Sales Report under Sales Reports.
  3. Under Sales Report, click the Export Button on the right side. Take note that you can filter the Date, and the Customer for precise exportation of records.
Viewing Vouchers on Sales Report
  1. Under the Main Menu, Click Reports
  2. Under Reports Menu, Click Sales Report under Sales Reports.
  3. Under Sales Report, Check the Check Number Column, you will see the amount list per month with links. Click on the amount to redirect you to the detailed report of that month. Click on the specific voucher to view its details.
Exporting Detailed Report on Sales Report
  1. Under the Main Menu, Click Reports
  2. Under Reports Menu, Click Sales Report under Sales Reports.
  3. Under Sales Report, Check the Check Number Column, you will see the amount list per month with links. Click on the amount to redirect you to the detailed report of that month.
  4. Under Detailed Report, click Export.
Categories:
Modules
Sales Sales Invoice
Financial Accounts Receivable
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
Job Aid Modules
Maintenance Aids Customer Aids
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