Sales per Customer

Sales Reports List | Sales per Customer | Returns per Customer

Sales per Customer

Sales per Customer Menu

Sales per Customer refers to the list of sales Transactions per Customer in a given period.

Requirements before using Sales per Customer

• The user should setup have the following records in order to proceed on using the Sales per Customer
  1. Customer
  2. Sales Invoice
  3. Sales Return

Sales Per Customer Report terms in Oojeema Prime

Field	Description
1. Record Filter(Date Range, Customer)	Set of filter options for precise viewing record.
2. Export	Allows the user to export the record into Spreadsheet
3. Customer	Set of customer that has sales amount and returned amount.
4. Sales Amount	The Sales amount accumulated by the Customer on a given period
5. Returned Amount	The Returned amount of the customer from the Sales Return Transaction on a given period. The user will be redirected to Returns per Customer when clicking the returned amount link.
6. Total Amount	Overall amount coming from sales and returned amount of the customer.

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 for Invoice and Returns per Customer and export all records, the user may Visit Sales 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

Field	Description
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

Exporting Sales per Customer Report

1. Under the Main Menu, Click Reports
2. Under Reports Menu, Click Sales per Customer under Sales Reports.
3. Under Sales per Customer, click the Export Button on the right side. Take note that you can filter the Date and Customer for precise exportation of records.

Detailed Report per Customer(Sales Return)

Detailed Report per Customer refers to the list of detailed returns report per customer.

Detailed Report per Customer Terms under Sales Report per Customer

Field	Description
1. Transaction Date	Date when the transaction created.
2. SR No	Reference No. of the Sales Return Transaction
3. Item	List of Items returned on the Sales Return Transaction.
4. Quantity	Quantity of the returned Items
5. Unit of Measure(UOM)	Unit of Measure of the returned Items
6. Unit Price	The price amount returned from the list of items in the Sales Return Transaction
7. Amount	Total amount of returned item.

Notes:

• Customer status must be ACTIVE in order to view its records.
  • Customer status can be found in Customer Maintenance Status

Viewing Returning Amount on Sales per Customer

1. Under the Main Menu, Click Reports
2. Under Reports Menu, Click Sales per Customer under Sales Reports.
3. Under Sales per Customer, Check the Returned Amount Column, you will see the Returned amount list per customer with links. Click on the Returned amount to redirect you to the detailed report of amount returned.

Exporting Return Amount Report on Sales per Customer

1. Under the Main Menu, Click Reports
2. Under Reports Menu, Click Sales per Customer under Sales Reports.
3. Under Sales per Customer, Check the Returned Amount Column, you will see the Returned amount list per customer with links. Click on the Returned amount to redirect you to the detailed report of amount returned.
4. Click Export