Discussion

Difference between revisions of "Sales Report"

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List of Sales Report Module terms on Oojeema Prime.
 
List of Sales Report Module terms on Oojeema Prime.
  
−
# Record Filter (Year, Customer) - set of filter options for precise search of records
+
#Record Filter (Year, Customer) - set of filter options for precise search of records.
−
#* Year will be set at the current year by default.
+
#*Year will be set at the current year by default.
−
#* Customer filter
+
#*Customer filter dropdown will only show customers with Invoice Transactions.
−
# Customer - List of Customer on the Sales Report Record
+
#**Customer Sales List can be seen further in [[Sales Invoice]] and [[Accounts Receivable]] Module
−
# Month Range - List of amount on a monthly basis in a span of a year period.
+
#[[Customer]] - List of Customer on the Sales Report Record
 +
#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 [[Sales Report Aids|here]]
  
 
======Detailed Sales Report Menu======
 
======Detailed Sales Report Menu======
−
[[File:Detailed Sales Report Menu.png|center|thumb|600x600px|Detailed Sales Report Menu]]
+
[[File:Detailed Sales Report Menu.png|center|thumb|600x600px|Detailed Sales Report Menu]]Detailed Sales Report Menu refers to the detailed information per customer regarding their sales status.
−
<br />
+
 
 +
#[[Customer]] - Customer Name in the Detailed Sales Report
 +
#Address - the Customers Address
 +
#Date - Date when the [[Sales Invoice]] is issued.
 +
#[[Sales Invoice|Sales Invoice No.]] - The reference number of the Sales Invoice.
 +
#Reference - The reference transaction no. attached for the Sales Invoice
 +
#*It is different from the Sales Invoice No. Reference
 +
#[[Accounts Receivable|AR No]] - Reference number of the [[Accounts Receivable]] tag to the Sales Invoice
 +
#Amount - Total Amount of the Sales Invoice.<br />
 +
 
 +
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 [[Sales Report Aids|here]]
 +
 
 
{| 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;"
 
{| 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="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;" |'''Reports Modules'''
+
! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
 +
|-
 +
|Sales
 +
|[[Sales Invoice]]
 +
|-
 +
|Financial
 +
|[[Accounts Receivable]]
 +
|- style="height:25px;"
 +
| style="" |Maintenance
 +
| style="" |[[Maintenance]]<nowiki> | </nowiki>[[Customer]]
 +
|- style="box-sizing: inherit;"
 +
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module ([[Reports]])'''
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Reports
 
| style="" |Reports
−
| style="" |[[Financial Statement]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> Sales Reports <span style="color: rgb(34, 34, 34)"><nowiki>| Tax Reports | Parts and Services | Purchase Reports | Landed Cost Reports | Fixed Asset Reports | Budget Reports</nowiki></span>
+
| style="" |[[Sales Reports]]
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Sales Reports
 
| style="" |Sales Reports
−
| style="" |[[Sales Person Report&action=view|Sales Person Report]]<nowiki> | </nowiki>[[Stock Ledger&action=view|Stock Ledger]]<nowiki> | </nowiki>[[Sales Report]]<nowiki> | </nowiki>[[Sales Register]]<nowiki> | </nowiki>[[Sales per Warehouse]]<nowiki> | </nowiki>[[Sales per Customer]]<nowiki> | </nowiki>[[Sales per Stock]]<nowiki> | </nowiki>[[Sales Transfer per Stock]]<nowiki> | </nowiki>[[Sales per Item]]<nowiki> | </nowiki>[[Sales per Category]]<nowiki> | </nowiki>[[Sales Top Item|Sales-Top Item]]<nowiki> | </nowiki>[[Returns per Customer]]
+
| style="" |[[Sales Person Report&action=view|Sales Person Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Stock Ledger&action=view|Stock Ledger]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Register]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Warehouse]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Customer]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Stock]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Transfer per Stock]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Item]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Category]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Top Item|Sales-Top Item]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Returns per Customer]]
 +
|- style="box-sizing: inherit;"
 +
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 +
|-
 +
|Sales Aids
 +
|[[Sales Invoice Aids]]
 +
|-
 +
|Financial Aids
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|[[Accounts Receivable Aids]]
 +
|- style="box-sizing: inherit;"
 +
| style="" |Maintenance Aids
 +
| style="" |[[Customer Aids]]
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Aid'''
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Aid'''
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Sales Reports
 
| style="" |Sales Reports
−
| style="" |[[Sales Person Report Aids&action=view|Sales Person Report Aids]]<nowiki> | </nowiki>[[Stock Ledger Aids&action=view|Stock Ledger Aids]]<nowiki> | </nowiki>[[Sales Report Aids]]<nowiki> | </nowiki>[[Sales Register Aids]]<nowiki> | </nowiki>[[Sales per Warehouse Aids]]<nowiki> | </nowiki>[[Sales per Customer Aids]]<nowiki> | </nowiki>[[Sales per Stock Aids]]<nowiki> | </nowiki>[[Sales Transfer per Stock Aids]]<nowiki> | </nowiki>[[Sales per Item Aids]]<nowiki> | </nowiki>[[Sales per Category Aids]]<nowiki> | </nowiki>[[Sales per Category Aids]]<nowiki> | </nowiki>[[Sales Top Item Aids]]<nowiki> | </nowiki>[[Returns per Customer Aids]]
+
| style="" |[[Sales Person Report Aids&action=view|Sales Person Report Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Stock Ledger Aids&action=view|Stock Ledger Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[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 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 12:47, 10 February 2021

Sales Report

Sales Report Menu
File:Sales Report Menu.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.

  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. Customer - List of Customer on the Sales Report Record
  3. 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:Detailed Sales Report Menu.png
Detailed Sales Report Menu

Detailed Sales Report Menu refers to the detailed information per customer regarding their sales status.

  1. Customer - Customer Name in the Detailed Sales Report
  2. Address - the Customers Address
  3. Date - Date when the Sales Invoice is issued.
  4. Sales Invoice No. - The reference number of the Sales Invoice.
  5. Reference - The reference transaction no. attached for the Sales Invoice
    • It is different from the Sales Invoice No. Reference
  6. AR No - Reference number of the Accounts Receivable tag to the Sales Invoice
  7. 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 per Category Aids | Sales Top Item Aids | Returns per Customer Aids
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