Sales Register
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- Last edited 3 years ago by Gelo
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Sales Register
Sales Register refers to the list of sales transactions in a given period
Requirements before using Sales Register
- The user should setup have the following records in order to proceed on using the Sales Report
| Field | Description |
|---|---|
| 1. Record Filter (Year, Customer) | Set of filter options for precise search of records.
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| 2. Export | Allows the user to Export the report into Spreadsheet |
| 3. Sales Invoice | List of Sales Invoice specify within the date range. |
| 4. Customer | List of Customer on the Sales Register Record |
Notes:
- Customers must be ACTIVE status in order to view its records in the report.
- Customer status can be seen in Customer Maintenance Module
Filtering and Exporting Sales Register
- Under the Main Menu, Click Reports
- Under Reports Page, Click Sales Register under Sales Reports section.
- Under Sales Register, click the Export Button on the right side. Take note that you can filter the Date, and the Customer for precise exportation of records.
| Modules | |
|---|---|
| Sales | Sales Invoice |
| 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 |