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Difference between revisions of "Returns per Customer"
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| − | == Sales Return per Customer == | + | ==Sales Return per Customer== |
| − | ====== Sales Return per Customer Menu ====== | + | ======Sales Return per Customer Menu====== |
[[File:Sales Return per Customer Menu.png|center|thumb|1055x1055px|Sales Return per Customer Menu]] | [[File:Sales Return per Customer Menu.png|center|thumb|1055x1055px|Sales Return per Customer Menu]] | ||
'''Returns per Customer''' refers to the list of sales return transaction of the customer on a given period of time. | '''Returns per Customer''' refers to the list of sales return transaction of the customer on a given period of time. | ||
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Returns per Customer terms in Oojeema Prime | Returns per Customer terms in Oojeema Prime | ||
| − | # '''Record Filter''' (Date Range, Customer) - Set of filter options for precise search of records | + | #'''Record Filter''' (Date Range, Customer) - Set of filter options for precise search of records |
| − | #* Customer dropdown filter will only show customers with Sales Return Transactions | + | #*Customer dropdown filter will only show customers with Sales Return Transactions |
| − | # '''[[Customer]]''' - list of customer and their corresponding [[Sales Return|sales return]] amount | + | #'''[[Customer]]''' - list of customer and their corresponding [[Sales Return|sales return]] amount |
| − | # '''Amount''' - the amount that accumulated by the customer in the list of returns | + | #'''Amount''' - the amount that accumulated by the customer in the list of returns |
| + | |||
| + | Notes: | ||
| + | |||
| + | *Customer status must be '''ACTIVE''' in order to view its records. | ||
| + | **Customer status can be found in [[Customer]] Maintenance Status | ||
| + | *For detailed instructions on how to Export Returns per Customer and how to view its detailed report on sales return per customer, the user may visit the Returns per customer Job Aids which can be found [[Returns per Customer Aids|here]] | ||
<br /> | <br /> | ||
| + | ======Detailed Report per Customer(Sales Invoice)====== | ||
| + | [[File:Detailed Sales Report per Customer(Invoice).png|center|thumb|1047x1047px|Detailed Sales Report per Customer(Sales Return)]]'''Detailed Report per Customer''' refers to the list of detailed Invoice report per customer. | ||
| + | |||
| + | Detailed Report per Customer Terms under Sales Report per Customer | ||
| + | |||
| + | #'''Transaction Date''' - Date when the transaction created. | ||
| + | #'''Sales Invoice No.''' - Reference No. of the [[Sales Invoice]] | ||
| + | #'''Reference No''' - Reference No. tagged on the Sales Invoice | ||
| + | #'''Sales Amount''' - The amount of sales accumulated of the [[Sales Invoice]] | ||
| + | #'''Return Amount''' - The amount of sales return if any in the [[Sales Invoice]]. | ||
| + | #'''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 | ||
| + | *For further instructions on how to view Detailed Report Returns per Customer and export all records, the user may Visit Returns Per Customer Job Aids which can be found [[Returns per Customer 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: "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;" | ||
|+ 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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|- | |- | ||
|Inventory Aids | |Inventory Aids | ||
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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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| − | |||
| − | |||
|- | |- | ||
|Inventory Aids | |Inventory Aids | ||
Revision as of 13:15, 11 February 2021
Sales Return per Customer
Sales Return per Customer Menu
File:Sales Return per Customer Menu.png
Sales Return per Customer Menu
Returns per Customer refers to the list of sales return transaction of the customer on a given period of time.
Returns per Customer terms in Oojeema Prime
- Record Filter (Date Range, Customer) - Set of filter options for precise search of records
- Customer dropdown filter will only show customers with Sales Return Transactions
- Customer - list of customer and their corresponding sales return amount
- Amount - the amount that accumulated by the customer in the list of returns
Notes:
- Customer status must be ACTIVE in order to view its records.
- Customer status can be found in Customer Maintenance Status
- For detailed instructions on how to Export Returns per Customer and how to view its detailed report on sales return per customer, the user may visit the Returns 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.
Detailed Report per Customer Terms under Sales Report per Customer
- Transaction Date - Date when the transaction created.
- Sales Invoice No. - Reference No. of the Sales Invoice
- Reference No - Reference No. tagged on the Sales Invoice
- Sales Amount - The amount of sales accumulated of the Sales Invoice
- Return Amount - The amount of sales return if any in the Sales Invoice.
- 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
- For further instructions on how to view Detailed Report Returns per Customer and export all records, the user may Visit Returns Per Customer Job Aids which can be found here
| Modules | |
|---|---|
| Inventory Aids | Sales Return Aids |
| 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 | |
| Inventory Aids | Sales Return 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 |