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

Returns per Customer refers to the list of sales return transaction of the customer on a given period of time.

File:Sales Return per Customer Menu.png

Sales Return per Customer Menu

Returns per Customer terms in Oojeema Prime

Field	Description
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. 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
• 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)

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

File:Detailed Sales Report per Customer(Invoice).png

Detailed Sales Report per Customer(Invoice)

Detailed Report per Customer Terms under Sales Report per Customer

Fields	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.
7. Export	Allows the user to Export the report 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