Difference between revisions of "Sales per Warehouse"

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<div style="text-align: center;">
 
<div style="text-align: center;">
[[Sales Reports|Sales Reports List]] | [[Sales per Warehouse]] | [[Sales per Warehouse Aids]]
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[[Sales Reports|Sales Reports List]] | [[Sales per Warehouse]]
 
</div>
 
</div>
 
==Sales per Warehouse==
 
==Sales per Warehouse==
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'''Sales per Warehouse''' refers to the list of sales transaction per warehouse.
 
'''Sales per Warehouse''' refers to the list of sales transaction per warehouse.
  
===== <span class="mw-headline" id="Requirements_before_using_Sales_Report" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_AR_Detailed_Report" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Accounts_Receivable_Aging" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Sales per Warehouse</span></span></span></span> =====
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=====<span class="mw-headline" id="Requirements_before_using_Sales_Report" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_AR_Detailed_Report" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Accounts_Receivable_Aging" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Sales per Warehouse</span></span></span></span>=====
  
* The user should setup have the following records in order to proceed on using the <span style="box-sizing: inherit;">Sales Report</span>
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*The user should setup have the following records in order to proceed on using the <span style="box-sizing: inherit;">Sales Report</span>
*# [[Customer]]
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*#[[Customer]]
*# [[Sales Invoice]]
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*#[[Sales Invoice]]
*# [[Accounts Receivable]]
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*#[[Accounts Receivable]]
  
 
{| class="wikitable"
 
{| class="wikitable"
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| style="" |Maintenance Aids
 
| style="" |Maintenance Aids
 
| style="" |[[Item Master Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]
 
| style="" |[[Item Master Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]
|- style="box-sizing: inherit;"
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Aid'''
 
|- style="box-sizing: inherit;"
 
| style="" |Sales Reports
 
| style="" |[[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]]
 
 
|}
 
|}

Revision as of 12:37, 3 December 2021

Sales per Warehouse

Sales per Warehouse Menu List

Sales per Warehouse refers to the list of sales transaction per warehouse.

Requirements before using Sales per Warehouse
Sales per Warehouse terms on Oojeema System
Field Description
1. Export Allows the user to Export the record to Spreadsheet.
2. Record Filter(Date Range, Warehouse) List of record filters for precise search of records.
  • Date Range will be set on current date by default
  • Warehouse will be set to none by default.
3. Warehouse Code Reference Code for a specific Warehouse
4. Warehouse Name of Warehouse corresponding to its Warehouse Code
5. Quantity Total number of items sold in the warehouse.

Notes:

  • Warehouse status should be ACTIVE in order to view its records.
    • Warehouse status can be seen in Warehouse Maintenance Module
  • For detailed instructions on how to Export Warehouse Sales Records and how to check the Detailed Report per Warehouse. The user may visit the Sales per Warehouse Job Aid which can be found here
Exporting Sales per Warehouse
  1. Under the Main Menu, Click Reports
  2. Under Reports Menu, Click Sales per Warehouse under Sales Reports.
  3. Under Sales per Warehouse, click the Export Button on the right side. Take note that you can filter the Date, Partner and the Bank for precise exportation of records.
Viewing Detailed Report on Sales per Warehouse
  1. Under the Main Menu, Click Reports
  2. Under Reports Menu, Click Sales per Warehouse under Sales Reports
  3. Under Sales per Warehouse, Check the Warehouse Code Column, you will see the Warehouse Code list with links. Click on the warehouse to redirect you to the View mode of the Detailed Report
Detailed Report per Warehouse

Detailed Report per Warehouse refers to the additional information on the Sales per Warehouse which includes the name of Items as well as the Quantity and corresponding Amount.

Detailed Report per Warehouse on Oojeema System
Field Description
1. Warehouse Code Reference No. of the Warehouse
2. Description Description of the Warehouse
3. Item Code List of Reference No of Items in the Warehouse
4. Item Name Name of the Item corresponds to its Item Code
5. Quantity Number of Items sold on the specific Item Code/Name
6. Unit of Measure Unit of Measure of the Item
7. Price Unit Price per Unit of the specific Item
8. Amount Total Amount based on the quantity of the item and its price per Unit.

Notes:

  • Inactive Item Codes are still included in the Detailed Report
  • Changes on Prices will be shown in the Detailed Report
  • Detailed Warehouse Report can be seen only if the Warehouse status is ACTIVE
    • Warehouse status can be seen in Warehouse Maintenance Module
  • For detailed instructions on how to Export detailed Warehouse Sales Records and how to check the Detailed Report per Warehouse under Sales per Warehouse Menu. The user may visit the Sales per Warehouse Job Aid which can be found here
Exporting Detailed Report on Sales per Warehouse
  1. Under the Main Menu, Click Reports
  2. Under Reports Menu, Click Sales per Warehouse under Sales Reports
  3. Under Sales per Warehouse, Check the Warehouse Code Column, you will see the Warehouse Code list with links. Click on the warehouse to redirect you to the View mode of the Detailed Report.
  4. Click Export
Categories:
Modules
Maintenance Maintenance | Item Master | Warehouse
Reports Module (Reports)
Reports Sales Reports
Sales Reports 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
Maintenance Aids Item Master Aids | Warehouse Aids