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Difference between revisions of "Sales Report"
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| style="" |Sales Reports | | style="" |Sales Reports | ||
| − | | 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 | + | | 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 Top Item Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Returns per Customer Aids]] |
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Revision as of 11:32, 16 March 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.
- 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.
- Customer Sales List can be seen further in Sales Invoice and Accounts Receivable Module
- 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 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.
- Customer - Customer Name in the Detailed Sales Report
- Address - the Customers Address
- Date - Date when the Sales Invoice is issued.
- 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
- AR No - Reference number of the Accounts Receivable tag to the Sales Invoice
- 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
| 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 Top Item Aids | Returns per Customer Aids |