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Difference between revisions of "Sales per Customer"
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| − | [[Sales Reports|Sales Reports List]] | [[Sales per Customer]] | [[Returns per Customer | + | [[Sales Reports|Sales Reports List]] | [[Sales per Customer]] | [[Returns per Customer]] |
</div> | </div> | ||
==Sales per Customer== | ==Sales per Customer== | ||
======Sales per Customer Menu====== | ======Sales per Customer Menu====== | ||
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| + | '''Sales per Customer''' refers to the list of sales Transactions per Customer in a given period. | ||
| + | |||
| + | ===== <span class="mw-headline" id="Requirements_before_using_Sales_Report" style="box-sizing: inherit;"><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 per Customer</span></span></span></span> ===== | ||
| + | |||
| + | * The user should setup have the following records in order to proceed on using the <span style="box-sizing: inherit;">Sales</span> <span>per Customer</span> | ||
| + | *# [[Customer]] | ||
| + | *# [[Sales Invoice]] | ||
| + | *# [[Sales Return]] | ||
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{| class="wikitable" | {| class="wikitable" | ||
|+Sales Per Customer Report terms in Oojeema Prime | |+Sales Per Customer Report terms in Oojeema Prime | ||
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*Customer status must be '''ACTIVE''' in order to view its records. | *Customer status must be '''ACTIVE''' in order to view its records. | ||
**Customer status can be found in [[Customer]] Maintenance Status | **Customer status can be found in [[Customer]] Maintenance Status | ||
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| − | < | + | ===== <span class="mw-headline" id="Exporting_Sales_per_Customer_Report" style="box-sizing: inherit;">Exporting Sales per Customer Report</span> ===== |
| + | |||
| + | # Under the Main Menu, Click '''[[Reports]]''' | ||
| + | # Under Reports Menu, Click '''[[Sales per Customer]]''' under Sales Reports. | ||
| + | # Under [[Sales per Customer]], click the '''Export Button''' on the right side. Take note that you can filter the Date and Customer for precise exportation of records. | ||
| + | |||
======Detailed Report per Customer(Sales Return)====== | ======Detailed Report per Customer(Sales Return)====== | ||
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Detailed Report per Customer refers to the list of detailed returns report per customer. | Detailed Report per Customer refers to the list of detailed returns report per customer. | ||
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*Customer status must be '''ACTIVE''' in order to view its records. | *Customer status must be '''ACTIVE''' in order to view its records. | ||
**Customer status can be found in [[Customer]] Maintenance Status | **Customer status can be found in [[Customer]] Maintenance Status | ||
| − | + | ||
| + | ===== <span class="mw-headline" id="Returning_Amount_on_Sales_per_Customer" style="box-sizing: inherit;">Viewing Returning Amount on Sales per Customer</span> ===== | ||
| + | |||
| + | # Under the Main Menu, Click '''[[Reports]]''' | ||
| + | # Under Reports Menu, Click '''[[Sales per Customer]]''' under Sales Reports. | ||
| + | # Under [[Sales per Customer]], Check the Returned Amount Column, you will see the Returned amount list per customer with links. Click on the Returned amount to redirect you to the detailed report of amount returned. | ||
| + | |||
| + | ===== <span class="mw-headline" id="Exporting_Return_Amount_Report_on_Sales_per_Customer" style="box-sizing: inherit;">Exporting Return Amount Report on Sales per Customer</span> ===== | ||
| + | |||
| + | # Under the Main Menu, Click '''[[Reports]]''' | ||
| + | # Under Reports Menu, Click '''[[Sales per Customer]]''' under [[Sales Reports]]. | ||
| + | # Under [[Sales per Customer]], Check the Returned Amount Column, you will see the Returned amount list per customer with links. Click on the Returned amount to redirect you to the detailed report of amount returned. | ||
| + | # Click '''Export''' | ||
{| 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;" | {| 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;" | ||
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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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|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| style="" |Maintenance Aids | | style="" |Maintenance Aids | ||
| style="" |[[Customer Aids]]<nowiki> | </nowiki>[[Item Master Aids]] | | style="" |[[Customer Aids]]<nowiki> | </nowiki>[[Item Master Aids]] | ||
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Revision as of 12:59, 3 December 2021
Contents
Sales per Customer
Sales per Customer Menu
Sales per Customer refers to the list of sales Transactions per Customer in a given period.
Requirements before using Sales per Customer
- The user should setup have the following records in order to proceed on using the Sales per Customer
| Field | Description |
|---|---|
| 1. Record Filter(Date Range, Customer) | Set of filter options for precise viewing record. |
| 2. Export | Allows the user to export the record into Spreadsheet |
| 3. Customer | Set of customer that has sales amount and returned amount. |
| 4. Sales Amount | The Sales amount accumulated by the Customer on a given period |
| 5. Returned Amount | The Returned amount of the customer from the Sales Return Transaction on a given period.
|
| 6. 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
.png){kind=link}
Detailed Sales Report per Customer(Sales Return)
Detailed Report per Customer refers to the list of detailed Invoice report per customer.
| Field | Description |
|---|---|
| 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
Exporting Sales per Customer Report
- Under the Main Menu, Click Reports
- Under Reports Menu, Click Sales per Customer under Sales Reports.
- Under Sales per Customer, click the Export Button on the right side. Take note that you can filter the Date and Customer for precise exportation of records.
Detailed Report per Customer(Sales Return)
Detailed Report per Customer refers to the list of detailed returns report per customer.
| Field | Description |
|---|---|
| 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
Viewing Returning Amount on Sales per Customer
- Under the Main Menu, Click Reports
- Under Reports Menu, Click Sales per Customer under Sales Reports.
- Under Sales per Customer, Check the Returned Amount Column, you will see the Returned amount list per customer with links. Click on the Returned amount to redirect you to the detailed report of amount returned.
Exporting Return Amount Report on Sales per Customer
- Under the Main Menu, Click Reports
- Under Reports Menu, Click Sales per Customer under Sales Reports.
- Under Sales per Customer, Check the Returned Amount Column, you will see the Returned amount list per customer with links. Click on the Returned amount to redirect you to the detailed report of amount returned.
- Click Export
| Modules | |
|---|---|
| Sales | Sales Invoice |
| Inventory Aids | Sales Return Aids |
| Maintenance | Maintenance | Customer | Item Master |
| 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 | Item Master Aids |