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Difference between revisions of "Sales per Warehouse"
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======Sales per Warehouse Menu List====== | ======Sales per Warehouse Menu List====== | ||
'''Sales per Warehouse''' refers to the list of sales transaction per warehouse. | '''Sales per Warehouse''' refers to the list of sales transaction per warehouse. | ||
| + | |||
| + | ===== <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 Warehouse</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 Report</span> | ||
| + | *# [[Customer]] | ||
| + | *# [[Sales Invoice]] | ||
| + | *# [[Accounts Receivable]] | ||
| + | |||
{| class="wikitable" | {| class="wikitable" | ||
|+Sales per Warehouse terms on Oojeema System | |+Sales per Warehouse terms on Oojeema System | ||
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*For detailed instructions on how to Export Warehouse Sales Records and how to check the Detailed Report per Warehouse. The user may visit the Sales per Warehouse Job Aid which can be found [[Sales per Warehouse Aids|here]] | *For detailed instructions on how to Export Warehouse Sales Records and how to check the Detailed Report per Warehouse. The user may visit the Sales per Warehouse Job Aid which can be found [[Sales per Warehouse Aids|here]] | ||
| − | ===== <span class="mw-headline ve-pasteProtect" id="Exporting_Sales_per_Warehouse" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Exporting Sales per Warehouse</span> ===== | + | =====<span class="mw-headline ve-pasteProtect" id="Exporting_Sales_per_Warehouse" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Exporting Sales per Warehouse</span>===== |
| − | # Under the Main Menu, Click '''[[Reports]]''' | + | #Under the Main Menu, Click '''[[Reports]]''' |
| − | # Under Reports Menu, Click '''[[Sales per Warehouse]]''' under [[Sales Reports]]. | + | #Under Reports Menu, Click '''[[Sales per Warehouse]]''' under [[Sales Reports]]. |
| − | # Under Sales per Warehouse, click the '''Export Button''' on the right side. Take note that you can filter the Date, Partner and the Bank for precise exportation of records. | + | #Under Sales per Warehouse, click the '''Export Button''' on the right side. Take note that you can filter the Date, Partner and the Bank for precise exportation of records. |
| − | ===== <span class="mw-headline ve-pasteProtect" id="Viewing_Detailed_Report_on_Sales_per_Warehouse" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Viewing Detailed Report on Sales per Warehouse</span> ===== | + | =====<span class="mw-headline ve-pasteProtect" id="Viewing_Detailed_Report_on_Sales_per_Warehouse" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Viewing Detailed Report on Sales per Warehouse</span>===== |
| − | # Under the Main Menu, Click '''[[Reports]]''' | + | #Under the Main Menu, Click '''[[Reports]]''' |
| − | # Under Reports Menu, Click '''[[Sales per Warehouse]]''' under [[Sales Reports]] | + | #Under Reports Menu, Click '''[[Sales per Warehouse]]''' under [[Sales Reports]] |
| − | # Under Sales per Warehouse, Check the Warehouse Code Column, you will see the Warehouse Code list with links. Click on the warehouse to redirect you to the View mode of the Detailed Report | + | #Under Sales per Warehouse, Check the Warehouse Code Column, you will see the Warehouse Code list with links. Click on the warehouse to redirect you to the View mode of the Detailed Report |
======Detailed Report per Warehouse====== | ======Detailed Report per Warehouse====== | ||
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*For detailed instructions on how to Export detailed Warehouse Sales Records and how to check the Detailed Report per Warehouse under Sales per Warehouse Menu. The user may visit the Sales per Warehouse Job Aid which can be found [[Sales per Warehouse Aids|here]] | *For detailed instructions on how to Export detailed Warehouse Sales Records and how to check the Detailed Report per Warehouse under Sales per Warehouse Menu. The user may visit the Sales per Warehouse Job Aid which can be found [[Sales per Warehouse Aids|here]] | ||
| − | ===== <span class="mw-headline ve-pasteProtect" id="Exporting_Detailed_Report_on_Sales_per_Warehouse" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Exporting Detailed Report on Sales per Warehouse</span> ===== | + | =====<span class="mw-headline ve-pasteProtect" id="Exporting_Detailed_Report_on_Sales_per_Warehouse" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Exporting Detailed Report on Sales per Warehouse</span>===== |
| − | # Under the Main Menu, Click '''Reports''' | + | #Under the Main Menu, Click '''Reports''' |
| − | # Under Reports Menu, Click '''[[Sales per Warehouse]]''' under [[Sales Reports]] | + | #Under Reports Menu, Click '''[[Sales per Warehouse]]''' under [[Sales Reports]] |
| − | # Under [[Sales per Warehouse]], Check the Warehouse Code Column, you will see the Warehouse Code list with links. Click on the warehouse to redirect you to the View mode of the Detailed Report. | + | #Under [[Sales per Warehouse]], Check the Warehouse Code Column, you will see the Warehouse Code list with links. Click on the warehouse to redirect you to the View mode of the Detailed Report. |
| − | # Click '''Export''' | + | #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;" | ||
Revision as of 12:36, 3 December 2021
Contents
Sales per Warehouse
Sales per Warehouse Menu List
Sales per Warehouse refers to the list of sales transaction per warehouse.
Requirements before using Sales per Warehouse
- The user should setup have the following records in order to proceed on using the Sales Report
| Field | Description |
|---|---|
| 1. Export | Allows the user to Export the record to Spreadsheet. |
| 2. Record Filter(Date Range, Warehouse) | List of record filters for precise search of records.
|
| 3. Warehouse Code | Reference Code for a specific Warehouse |
| 4. Warehouse | Name of Warehouse corresponding to its Warehouse Code |
| 5. Quantity | Total number of items sold in the warehouse. |
Notes:
- Warehouse status should be ACTIVE in order to view its records.
- Warehouse status can be seen in Warehouse Maintenance Module
- For detailed instructions on how to Export Warehouse Sales Records and how to check the Detailed Report per Warehouse. The user may visit the Sales per Warehouse Job Aid which can be found here
Exporting Sales per Warehouse
- Under the Main Menu, Click Reports
- Under Reports Menu, Click Sales per Warehouse under Sales Reports.
- Under Sales per Warehouse, click the Export Button on the right side. Take note that you can filter the Date, Partner and the Bank for precise exportation of records.
Viewing Detailed Report on Sales per Warehouse
- Under the Main Menu, Click Reports
- Under Reports Menu, Click Sales per Warehouse under Sales Reports
- Under Sales per Warehouse, Check the Warehouse Code Column, you will see the Warehouse Code list with links. Click on the warehouse to redirect you to the View mode of the Detailed Report
Detailed Report per Warehouse
Detailed Report per Warehouse refers to the additional information on the Sales per Warehouse which includes the name of Items as well as the Quantity and corresponding Amount.
| Field | Description |
|---|---|
| 1. Warehouse Code | Reference No. of the Warehouse |
| 2. Description | Description of the Warehouse |
| 3. Item Code | List of Reference No of Items in the Warehouse |
| 4. Item Name | Name of the Item corresponds to its Item Code |
| 5. Quantity | Number of Items sold on the specific Item Code/Name |
| 6. Unit of Measure | Unit of Measure of the Item |
| 7. Price Unit | Price per Unit of the specific Item |
| 8. Amount | Total Amount based on the quantity of the item and its price per Unit. |
Notes:
- Inactive Item Codes are still included in the Detailed Report
- Changes on Prices will be shown in the Detailed Report
- Detailed Warehouse Report can be seen only if the Warehouse status is ACTIVE
- Warehouse status can be seen in Warehouse Maintenance Module
- For detailed instructions on how to Export detailed Warehouse Sales Records and how to check the Detailed Report per Warehouse under Sales per Warehouse Menu. The user may visit the Sales per Warehouse Job Aid which can be found here
Exporting Detailed Report on Sales per Warehouse
- Under the Main Menu, Click Reports
- Under Reports Menu, Click Sales per Warehouse under Sales Reports
- Under Sales per Warehouse, Check the Warehouse Code Column, you will see the Warehouse Code list with links. Click on the warehouse to redirect you to the View mode of the Detailed Report.
- Click Export
| Modules | |
|---|---|
| Maintenance | Maintenance | Item Master | Warehouse |
| 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 | Item Master Aids | Warehouse Aids |
| Reports Aid | |
| Sales Reports | 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 |