Returns per Customer

Sales Reports List | Sales per Customer | Returns per Customer | Returns per Customer Aids

Sales Return per Customer

Sales Return per Customer Menu

File:Sales Return per Customer Menu.png

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 terms in Oojeema Prime

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. Customer - list of customer and their corresponding sales return amount
3. 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

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.

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