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Difference between revisions of "Sales Report"
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==Sales Report== | ==Sales Report== | ||
'''Sales Report''' refers to the list of sales transactions in a given month or per year basis. | '''Sales Report''' refers to the list of sales transactions in a given month or per year basis. | ||
| − | + | [[File:Sales Reports - Sales Report - Record List.png|border|center|1500x1500px]] | |
| + | <br /> | ||
=====<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 Report</span></span></span>===== | =====<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 Report</span></span></span>===== | ||
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======Detailed Sales Report Menu====== | ======Detailed Sales Report Menu====== | ||
| + | [[File:Sales Reports - Sales Report - Detailed Record List.png|border|center|739x739px]] | ||
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'''Detailed Sales Report''' Menu refers to the detailed information per customer regarding their sales status. | '''Detailed Sales Report''' Menu refers to the detailed information per customer regarding their sales status. | ||
{| class="wikitable" style="margin: auto;" | {| class="wikitable" style="margin: auto;" | ||
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#Under [[Sales Report]], click the '''Export Button''' on the right side. Take note that you can filter the Date, and the Customer for precise exportation of records. | #Under [[Sales Report]], click the '''Export Button''' on the right side. Take note that you can filter the Date, and the Customer for precise exportation of records. | ||
| + | [[File:Sales Reports - Sales Report - Export.png|border|center|2410x2410px]] | ||
| + | <br /> | ||
=====<span class="mw-headline" id="Viewing_Vouchers_on_Sales_Report" style="box-sizing: inherit;">Viewing Vouchers on Sales Report</span>===== | =====<span class="mw-headline" id="Viewing_Vouchers_on_Sales_Report" style="box-sizing: inherit;">Viewing Vouchers on Sales Report</span>===== | ||
#Under the Main Menu, Click '''[[Reports]]''' | #Under the Main Menu, Click '''[[Reports]]''' | ||
#Under Reports Menu, Click '''[[Sales Report]]''' under [[Sales Reports]]. | #Under Reports Menu, Click '''[[Sales Report]]''' under [[Sales Reports]]. | ||
| − | #Under [[Sales Report]], | + | #Under [[Sales Report]], Click the amount links corresponding to the specific month column to view its detailed report. |
| + | #Click on the specific voucher to view its details. | ||
| + | [[File:Sales Reports - Sales Report - View.png|border|center|2695x2695px]] | ||
| + | <br /> | ||
=====<span class="mw-headline" id="Export_Detailed_Report_on_Sales_Report" style="box-sizing: inherit;">Exporting Detailed Report on Sales Report</span>===== | =====<span class="mw-headline" id="Export_Detailed_Report_on_Sales_Report" style="box-sizing: inherit;">Exporting Detailed Report on Sales Report</span>===== | ||
#Under the Main Menu, Click '''[[Reports]]''' | #Under the Main Menu, Click '''[[Reports]]''' | ||
#Under Reports Menu, Click '''[[Sales Report]]''' under [[Sales Reports]]. | #Under Reports Menu, Click '''[[Sales Report]]''' under [[Sales Reports]]. | ||
| − | #Under [[Sales Report]], | + | #Under [[Sales Report]], Click the amount links corresponding to the specific month column to view its detailed report. |
#Under Detailed Report, click '''Export.''' | #Under Detailed Report, click '''Export.''' | ||
| + | [[File:Sales Reports - Sales Report - Export Detailed.png|border|center|1962x1962px]] | ||
| + | <br /> | ||
{| class="wikitable" style="margin: auto;" | {| class="wikitable" style="margin: auto;" | ||
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories: | |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories: | ||
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|- | |- | ||
|Sales | |Sales | ||
| − | |[[Sales Invoice]] | + | |[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]] |
|- | |- | ||
|Financial | |Financial | ||
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| style="" |Sales Reports | | style="" |Sales Reports | ||
| style="" |[[Sales Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Register]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Warehouse]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Customer]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Stock]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Transfer per Stock]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Item]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Category]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Top Item|Sales-Top Item]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Returns per Customer]] | | style="" |[[Sales Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Register]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Warehouse]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Customer]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Stock]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Transfer per Stock]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Item]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Category]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Top Item|Sales-Top Item]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Returns per Customer]] | ||
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Revision as of 12:51, 8 March 2022
Contents
Sales Report
Sales Report refers to the list of sales transactions in a given month or per year basis.
Requirements before using Sales Report
- The user should setup have the following records in order to proceed on using the Sales Report
| Field | Description |
|---|---|
| 1. Record Filter (Year, Customer) | Set of filter options for precise search of records.
|
| 2. Export | Allows the user to Export the report into Spreadsheet |
| 3. Customer | List of Customer on the Sales Report Record |
| 4. 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
Detailed Sales Report Menu
Detailed Sales Report Menu refers to the detailed information per customer regarding their sales status.
| Field | Description |
|---|---|
| 1. Customer | Customer Name in the Detailed Sales Report |
| 2. Address | The Customer's Address |
| 3. Export | Allows the User to Export the report into Spreedsheet |
| 4. Date | Date when the Sales Invoice is issued. |
| 5. Sales Invoice No | The reference number of the Sales Invoice. |
| 6. Reference | The reference transaction no. attached for the Sales Invoice
|
| 7. AR No | Reference number of the Accounts Receivable tag to the Sales Invoice |
| 8. 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
Exporting Sales Report
- Under the Main Menu, Click Reports
- Under Reports Menu, Click Sales Report under Sales Reports.
- Under Sales Report, click the Export Button on the right side. Take note that you can filter the Date, and the Customer for precise exportation of records.
Viewing Vouchers on Sales Report
- Under the Main Menu, Click Reports
- Under Reports Menu, Click Sales Report under Sales Reports.
- Under Sales Report, Click the amount links corresponding to the specific month column to view its detailed report.
- Click on the specific voucher to view its details.
Exporting Detailed Report on Sales Report
- Under the Main Menu, Click Reports
- Under Reports Menu, Click Sales Report under Sales Reports.
- Under Sales Report, Click the amount links corresponding to the specific month column to view its detailed report.
- Under Detailed Report, click Export.
| Modules | |
|---|---|
| Sales | Delivery Receipt | Sales Invoice |
| Financial | Accounts Receivable |
| 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 |