Difference between revisions of "Pro Sales Report"
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{{DISPLAYTITLE:Sales Report}} | {{DISPLAYTITLE:Sales Report}} | ||
| + | <div style="text-align: center;">[[Pro Sales Report]] | [[Pro Items|Items]] | [[Pro Customer|Customer]] | [[Pro Sales Report Job Aids|Sales Report Job Aids]]</div><br /> | ||
| − | == Sales Report == | + | ==Sales Report== |
'''Sales Report''' <span style="color: rgb(51, 51, 51)">refers to the list of sales transactions in a given month or per year basis.</span> | '''Sales Report''' <span style="color: rgb(51, 51, 51)">refers to the list of sales transactions in a given month or per year basis.</span> | ||
[[File:Pro Sales Report Main Menu.png|center|thumb|959x959px|Sales Report Main Menu]] | [[File:Pro Sales Report Main Menu.png|center|thumb|959x959px|Sales Report Main Menu]] | ||
| Line 12: | Line 13: | ||
|Set of Filter options for precise searching of records | |Set of Filter options for precise searching of records | ||
| − | * Date is automatically set on 30 days before until the current date | + | *Date is automatically set on 30 days before until the current date |
| − | * Customer filter is set to All by default | + | *Customer filter is set to All by default |
| − | * Item filter is set to All by default | + | *Item filter is set to All by default |
|- | |- | ||
|2.Export(CSV) | |2.Export(CSV) | ||
| Line 45: | Line 46: | ||
|11.Amount | |11.Amount | ||
|Total Amount of the item base on the Unit Price, Quantity and tax applied | |Total Amount of the item base on the Unit Price, Quantity and tax applied | ||
| + | |} | ||
| + | {| 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: | ||
| + | ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Reports''' | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Inventory Report | ||
| + | | style="" |[[Pro Sales Report|Sales Report]]<nowiki> | </nowiki>[[Pro Purchase Report|Purchase Report]]<nowiki> | </nowiki>[[Pro Item Tracking|Item Tracking]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Reports Job Aid Aids''' | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Inventory Report | ||
| + | | style="" |[[Pro Sales Report Job Aids|Sales Report Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Report Job Aids|Purchase Report Job Aids]]<nowiki> | </nowiki>[[Pro Item Tracking Job Aids|Item Tracking Job Aids]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules''' | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Sales | ||
| + | | style="" |[[Pro Sales|Sales]]<nowiki> | </nowiki>[[Pro Sales and Service Invoice|Sales and Service Invoice]]<nowiki> | </nowiki>[[Pro Receive Payments|Receive Payments]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Maintenance | ||
| + | | style="" |[[Pro Customer|Customer]]<nowiki> | </nowiki>[[Pro Items|Items]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Sales Aids | ||
| + | | style="" |[[Oojeema Pro Sales Job Aids|Sales Job Aids]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Maintenance Aids | ||
| + | | style="" |[[Oojeema Pro Customers Job Aids|Customers Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Items Job Aids|Items Job Aids]] | ||
|} | |} | ||
Latest revision as of 14:58, 12 August 2021
Sales Report
Sales Report refers to the list of sales transactions in a given month or per year basis.
| Field | Description |
|---|---|
| 1.Record Filter | Set of Filter options for precise searching of records
|
| 2.Export(CSV) | Allows the user to Export the report into Spreadsheet file |
| 3.Customer | Name of the Customer and the list of items sold under its name |
| 4.Date | Date of the Transactions listed |
| 5.Item | Name of the items sold under specific date |
| 6.Description | Description of the Item |
| 7.Reference | Any reference transaction related to the item |
| 8.Quantity(Qty) | Quantity of Items Sold |
| 9.Unit Price | Price per Unit |
| 10.Tax | Tax Applied on the item |
| 11.Amount | Total Amount of the item base on the Unit Price, Quantity and tax applied |
| Reports | |
|---|---|
| Inventory Report | Sales Report | Purchase Report | Item Tracking |
| Reports Job Aid Aids | |
| Inventory Report | Sales Report Job Aids | Purchase Report Job Aids | Item Tracking Job Aids |
| Modules | |
| Sales | Sales | Sales and Service Invoice | Receive Payments |
| Maintenance | Customer | Items |
| Job Aid Modules | |
| Sales Aids | Sales Job Aids |
| Maintenance Aids | Customers Job Aids | Items Job Aids |