No categories assigned

Returns per Customer

Revision as of 13:45, 3 December 2021 by Gelo (talk | contribs)

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.

Requirements before using Returns per Customer
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
Exporting Returns per Customer Record
  1. Under Main Menu, Click Reports
  2. Under Reports Menu, Click Returns per Customer under Sales Reports.
  3. Under Returns per Customer Review, You can click the Export Button on the right side. Take note to search for a customer first and check for the Date for precise exportation of records.
Detailed Sales Return Per Customer

Detailed Sales Return per Customer refers to the list of detailed Sales Return Record per customer.

Detailed Sales Return per Customer
Fields Description
1. Customer Details Basic Information of the Customer
2. Transaction Date Date of Sales Return Record
3. SR. No Sales Return Reference Number
4. Item Item/s returned in the record
5. Quantity Quantity of Items returned
6. Unit of Measure(UOM) Unit of Measure of an Item
7. Unit Price Price per unit of an item
8. Amount Total Amount to be returned based from the quantity the quantity return and unit Price
9. Export Allows the user to Export the Record into spreadsheet

Notes:

  • Customer status must be ACTIVE in order to view its records.
    • Customer status can be found in Customer Maintenance Status
Exporting Detailed Return per Customer Record
  1. Under Main Menu, Click Reports
  2. Under Reports Menu, Click Returns per Customer under Sales Reports.
  3. Under Returns per Customer Review, Search for a Customer and the date range to check the customers record on the specific date. Under customer column, click on the linked Customer to view its detailed report.
  4. Under Detailed Report Per Customer, Click Export
Viewing Detailed Return per Customer Voucher
  1. Under Main Menu, Click Reports
  2. Under Reports Menu, Click Returns per Customer under Sales Reports.
  3. Under Returns per Customer Review, Search for a Customer and the date range to check the customers record on the specific date. Under customer column, click on the linked Customer to view its detailed report.
  4. Under Detailed Report per Customer, You can click on the set of Sales Return Voucher under SR No. Column to view its details.
Categories:
Modules
Inventory Aids Sales Return Aids
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
Job Aid Modules
Maintenance Aids Customer Aids