You are viewing an old version of this page. Return to the latest version.
Difference between revisions of "Returns per Customer"
(Tag: Visual edit) |
(Tag: 2017 source edit) |
||
| Line 7: | Line 7: | ||
======Sales Return per Customer Menu====== | ======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. | ||
| − | + | ||
| − | + | ===== <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 Returns per Customer</span></span></span></span> ===== | |
| − | {| class="wikitable" | + | |
| + | * The user should setup have the following records in order to proceed on using the <span>Returns per Customer</span> | ||
| + | ** [[Item Master]] | ||
| + | ** [[Warehouse]] | ||
| + | ** [[Sales Return]] | ||
| + | |||
| + | {| class="wikitable" style="margin: auto;" | ||
|+Returns per Customer terms in Oojeema Prime | |+Returns per Customer terms in Oojeema Prime | ||
!Field | !Field | ||
| Line 32: | Line 38: | ||
*Customer status must be '''ACTIVE''' in order to view its records. | *Customer status must be '''ACTIVE''' in order to view its records. | ||
**Customer status can be found in [[Customer]] Maintenance Status | **Customer status can be found in [[Customer]] Maintenance Status | ||
| − | + | ||
| + | ===== <span class="mw-headline" id="Exporting_Returns_per_Customer_Record" style="box-sizing: inherit;">Exporting Returns per Customer Record</span> ===== | ||
| + | |||
| + | # Under Main Menu, Click '''[[Reports]]''' | ||
| + | # Under Reports Menu, Click '''[[Returns per Customer]]''' under [[Sales Reports|Sales Reports.]] | ||
| + | # Under [[Returns per Customer]] Review, You can click the '''Export Button''' on the right side. Take note to search for a customer first and check for the Date for precise exportation of records. | ||
======Detailed Sales Return Per Customer====== | ======Detailed Sales Return Per Customer====== | ||
'''Detailed Sales Return per Customer''' refers to the list of detailed Sales Return Record per customer. | '''Detailed Sales Return per Customer''' refers to the list of detailed Sales Return Record per customer. | ||
| − | + | ||
<br /> | <br /> | ||
| − | {| class="wikitable" | + | {| class="wikitable" style="margin: auto;" |
|+Detailed Sales Return per Customer | |+Detailed Sales Return per Customer | ||
!Fields | !Fields | ||
Revision as of 13:30, 3 December 2021
Contents
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.
Requirements before using Returns per Customer
- The user should setup have the following records in order to proceed on using the Returns per Customer
| Field | Description |
|---|---|
| 1. Record Filter (Date Range, Customer) | Set of filter options for precise search of records
|
| 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
Exporting Returns per Customer Record
- Under Main Menu, Click Reports
- Under Reports Menu, Click Returns per Customer under Sales Reports.
- Under Returns per Customer Review, You can click the Export Button on the right side. Take note to search for a customer first and check for the Date for precise exportation of records.
Detailed Sales Return Per Customer
Detailed Sales Return per Customer refers to the list of detailed Sales Return Record per customer.
| Fields | Description |
|---|---|
| 1. Customer Details | Basic Information of the Customer |
| 2. Transaction Date | Date of Sales Return Record |
| 3. SR. No | Sales Return Reference Number |
| 4. Item | Item/s returned in the record |
| 5. Quantity | Quantity of Items returned |
| 6. Unit of Measure(UOM) | Unit of Measure of an Item |
| 7. Unit Price | Price per unit of an item |
| 8. Amount | Total Amount to be returned based from the quantity the quantity return and unit Price |
| 9. Export | Allows the user to Export the Record 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
View Detailed Sales Return Per Customer Record
File:View Detailed Sales Return per Customer.png
View Detailed Sales Return per Customer
| Modules | |
|---|---|
| Inventory Aids | Sales Return Aids |
| Maintenance | Maintenance | Customer |
| 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 | |
| Inventory Aids | Sales Return Aids |
| Maintenance Aids | Customer Aids |
| Reports Aid | |
| Sales Reports | 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 |