Sales Report(Module)

Revision as of 14:14, 6 April 2022 by Gelo (talk | contribs) (Changed categories.)

Sales Report

Sales Report refers to the list of sales transactions in a given month or per year basis.

Sales Reports - Sales Report - Record List.png


Requirements before using Sales Report
List of Sales Report Module terms on Oojeema Prime.
Field Description
1. Record Filter (Year, Customer) Set of filter options for precise search of records.
  • Year will be set at the current year by default.
  • Customer filter dropdown will only show customers with Invoice Transactions.
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
Sales Reports - Sales Report - Detailed Record List.png


Detailed Sales Report Menu refers to the detailed information per customer regarding their sales status.

Detailed Sales Report Menu:
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
  • It is different from Sales Invoice No. Reference
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
  1. Click Reports under Main Menu
  2. Under Reports Menu, Click Sales Report under Sales Reports Section.
  3. Under Sales Report, click the Export Button on the right side. Take note that the user can filter the year and the customer for precise exportation of records.
Sales Reports - Sales Report - Export.png


Viewing Vouchers on Sales Report
  1. Click Reports under Main Menu
  2. Under Reports Menu, Click Sales Report under Sales Reports.
  3. Under Sales Report, Click the amount links corresponding to the specific month column to view its detailed report.
  4. Under Detailed Report, click on the record links to view its details
Sales Reports - Sales Report - View.png


Exporting Detailed Report on Sales Report
  1. Click Reports under Main Menu
  2. Under Reports Menu, Click Sales Report under Sales Reports Section.
  3. Under Sales Report, Click the amount links corresponding to the specific month column to view its detailed report.
  4. Under Detailed Report, click Export button.
Sales Reports - Sales Report - Export Detailed.png


Categories:
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