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Difference between revisions of "Returns per Customer"

(Tag: 2017 source edit)
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======Sales Return per Customer Menu======
 
======Sales Return per Customer Menu======
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[[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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[[File:Sales Return per Customer Menu.png|center|thumb|1054x1054px|Sales Return per Customer Menu]]
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{| class="wikitable"
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|+Returns per Customer terms in Oojeema Prime
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!Field
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!Description
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|-
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|1. '''Record Filter''' (Date Range, Customer)
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|Set of filter options for precise search of records
  
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Returns per Customer terms in Oojeema Prime
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*Customer dropdown filter will only show customers with Sales Return Transactions
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+
|-
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#'''Record Filter''' (Date Range, Customer) - Set of filter options for precise search of records
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|2. '''Export'''
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#*Customer dropdown filter will only show customers with Sales Return Transactions
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|Allows the user to Export the record into spreadsheet.
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#'''[[Customer]]''' - list of customer and their corresponding [[Sales Return|sales return]] amount
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|-
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#'''Amount''' - the amount that accumulated by the customer in the list of returns
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|3. '''[[Customer]]'''  
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|List of customer and their corresponding [[Sales Return|sales return]] amount
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|-
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|4. '''Amount'''  
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|The amount that accumulated by the customer in the list of returns
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|}
 
Notes:
 
Notes:
  
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*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]]
 
*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]]
  
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<br />
 
 
======Detailed Report per Customer(Sales Invoice)======
 
======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.
 
[[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.
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{| class="wikitable"
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Detailed Report per Customer Terms under Sales Report per Customer
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|+Detailed Report per Customer Terms under Sales Report per Customer
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!Fields
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#'''Transaction Date''' - Date when the transaction created.
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!Description
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#'''Sales Invoice No.''' - Reference No. of the [[Sales Invoice]]
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|-
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#'''Reference No''' - Reference No. tagged on the Sales Invoice
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|1. '''Transaction Date'''
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#'''Sales Amount''' - The amount of sales accumulated of the [[Sales Invoice]]
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|Date when the transaction created.
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#'''Return Amount''' - The amount of sales return if any in the [[Sales Invoice]].
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|-
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#'''Total''' - The total amount accumulated on the Transaction coming from [[Sales Invoice]] and [[Sales Return]].
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|2. '''Sales Invoice No.'''
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+
|Reference No. of the [[Sales Invoice]]
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|-
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|3. '''Reference No'''
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|Reference No. tagged on the Sales Invoice
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|-
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|4. '''Sales Amount'''
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|The amount of sales accumulated of the [[Sales Invoice]]
 +
|-
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|5. '''Return Amount'''
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|The amount of sales return if any in the [[Sales Invoice]].
 +
|-
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|6. '''Total'''
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|The total amount accumulated on the Transaction coming from [[Sales Invoice]] and [[Sales Return]].
 +
|-
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|7. '''Export'''
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|Allows the user to Export the report into Spreadsheet
 +
|}
 
Notes:
 
Notes:
  

Revision as of 11:57, 26 March 2021

Sales Return per Customer

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.

File:Sales Return per Customer Menu.png
Sales Return per Customer Menu
Returns per Customer terms in Oojeema Prime
Field Description
1. 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
2. Export Allows the user to Export the record into spreadsheet.
3. Customer List of customer and their corresponding sales return amount
4. 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
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
Fields Description
1. Transaction Date Date when the transaction created.
2. Sales Invoice No. Reference No. of the Sales Invoice
3. Reference No Reference No. tagged on the Sales Invoice
4. Sales Amount The amount of sales accumulated of the Sales Invoice
5. Return Amount The amount of sales return if any in the Sales Invoice.
6. Total The total amount accumulated on the Transaction coming from Sales Invoice and Sales Return.
7. Export Allows the user to Export the report into Spreadsheet

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
Categories:
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 Top Item Aids | Returns per Customer Aids
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