Sales Report(Module)

Sales Reports List | Sales Report | Sales Report Aids

Sales Report

Sales Report Menu

File:Sales Report Menu1.png

Sales Report Menu

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

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. Customer Sales List can be seen further in Sales Invoice and Accounts Receivable Module
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
• For detailed instructions on how to View detailed Sales Report and how to Export the Sales Report, The user may visit the Sales Report Job Aids which can be found here

Detailed Sales Report Menu

File:Detailed Sales Report Menu.png

Detailed Sales Report Menu

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

1. Customer - Customer Name in the Detailed Sales Report
2. Address - the Customers Address
3. Date - Date when the Sales Invoice is issued.
4. Sales Invoice No. - The reference number of the Sales Invoice.
5. Reference - The reference transaction no. attached for the Sales Invoice
   • It is different from the Sales Invoice No. Reference
6. AR No - Reference number of the Accounts Receivable tag to the Sales Invoice
7. 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
• For detailed instructions on how to View detailed Sales Report and how to Export the Detailed Sales Report, The user may visit the Sales Report Job Aids which can be found here