Difference between revisions of "Pro Sales Report"

(Created page with "{{DISPLAYTITLE:Sales Report}} == Sales Report == '''Sales Report''' <span style="color: rgb(51, 51, 51)">refers to the list of sales transactions in a given month or per year...")
 
 
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{{DISPLAYTITLE:Sales Report}}
 
{{DISPLAYTITLE:Sales Report}}
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<div style="text-align: center;">[[Pro Sales Report]] | [[Pro Items|Items]] | [[Pro Customer|Customer]] | [[Pro Sales Report Job Aids|Sales Report Job Aids]]</div><br />
  
== Sales Report ==
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==Sales Report==
 
'''Sales Report''' <span style="color: rgb(51, 51, 51)">refers to the list of sales transactions in a given month or per year basis.</span>
 
'''Sales Report''' <span style="color: rgb(51, 51, 51)">refers to the list of sales transactions in a given month or per year basis.</span>
 
[[File:Pro Sales Report Main Menu.png|center|thumb|959x959px|Sales Report Main Menu]]
 
[[File:Pro Sales Report Main Menu.png|center|thumb|959x959px|Sales Report Main Menu]]
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|Set of Filter options for precise searching of records
 
|Set of Filter options for precise searching of records
  
* Date is automatically set on 30 days before until the current date
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*Date is automatically set on 30 days before until the current date
* Customer filter is set to All by default
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*Customer filter is set to All by default
* Item filter is set to All by default
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*Item filter is set to All by default
 
|-
 
|-
 
|2.Export(CSV)
 
|2.Export(CSV)
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|11.Amount
 
|11.Amount
 
|Total Amount of the item base on the Unit Price, Quantity and tax applied
 
|Total Amount of the item base on the Unit Price, Quantity and tax applied
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|}
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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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|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
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! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Reports'''
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|- style="box-sizing: inherit;"
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| style="" |Inventory Report
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| style="" |[[Pro Sales Report|Sales Report]]<nowiki> | </nowiki>[[Pro Purchase Report|Purchase Report]]<nowiki> | </nowiki>[[Pro Item Tracking|Item Tracking]]
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|- style="box-sizing: inherit;"
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! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Reports Job Aid Aids'''
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|- style="box-sizing: inherit;"
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| style="" |Inventory Report
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| style="" |[[Pro Sales Report Job Aids|Sales Report Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Report Job Aids|Purchase Report Job Aids]]<nowiki> | </nowiki>[[Pro Item Tracking Job Aids|Item Tracking Job Aids]]
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|- style="box-sizing: inherit;"
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! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
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|- style="box-sizing: inherit;"
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| style="" |Sales
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| style="" |[[Pro Sales|Sales]]<nowiki> | </nowiki>[[Pro Sales and Service Invoice|Sales and Service Invoice]]<nowiki> | </nowiki>[[Pro Receive Payments|Receive Payments]]
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|- style="box-sizing: inherit;"
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| style="" |Maintenance
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| style="" |[[Pro Customer|Customer]]<nowiki> | </nowiki>[[Pro Items|Items]]
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|- style="box-sizing: inherit;"
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|- style="box-sizing: inherit;"
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| style="" |Sales Aids
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| style="" |[[Oojeema Pro Sales Job Aids|Sales Job Aids]]
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|- style="box-sizing: inherit;"
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| style="" |Maintenance Aids
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| style="" |[[Oojeema Pro Customers Job Aids|Customers Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Items Job Aids|Items Job Aids]]
 
|}
 
|}

Latest revision as of 14:58, 12 August 2021


Sales Report

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

Sales Report Main Menu
Sales Module Field List in Oojeema Pro:
Field Description
1.Record Filter Set of Filter options for precise searching of records
  • Date is automatically set on 30 days before until the current date
  • Customer filter is set to All by default
  • Item filter is set to All by default
2.Export(CSV) Allows the user to Export the report into Spreadsheet file
3.Customer Name of the Customer and the list of items sold under its name
4.Date Date of the Transactions listed
5.Item Name of the items sold under specific date
6.Description Description of the Item
7.Reference Any reference transaction related to the item
8.Quantity(Qty) Quantity of Items Sold
9.Unit Price Price per Unit
10.Tax Tax Applied on the item
11.Amount Total Amount of the item base on the Unit Price, Quantity and tax applied
Categories:
Reports
Inventory Report Sales Report | Purchase Report | Item Tracking
Reports Job Aid Aids
Inventory Report Sales Report Job Aids | Purchase Report Job Aids | Item Tracking Job Aids
Modules
Sales Sales | Sales and Service Invoice | Receive Payments
Maintenance Customer | Items
Job Aid Modules
Sales Aids Sales Job Aids
Maintenance Aids Customers Job Aids | Items Job Aids