{"id":53582,"date":"2023-05-30T13:23:21","date_gmt":"2023-05-30T18:23:21","guid":{"rendered":"https:\/\/cajaportaldeclientes.aspel.com.mx\/?p=53582"},"modified":"2024-05-24T16:27:41","modified_gmt":"2024-05-24T21:27:41","slug":"reporte-resumen-de-ventas","status":"publish","type":"post","link":"https:\/\/cajaportaldeclientes.aspel.com.mx\/reporte-resumen-de-ventas\/","title":{"rendered":"Reporte resumen de ventas"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"53582\" class=\"elementor elementor-53582\">\n\t\t\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-28ced6f elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"28ced6f\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-4eaa565\" data-id=\"4eaa565\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-eba54a8 elementor-aspect-ratio-219 elementor-widget elementor-widget-video\" data-id=\"eba54a8\" data-element_type=\"widget\" data-settings=\"{&quot;youtube_url&quot;:&quot;https:\\\/\\\/youtu.be\\\/ZfiGU63lvkM&quot;,&quot;aspect_ratio&quot;:&quot;219&quot;,&quot;video_type&quot;:&quot;youtube&quot;,&quot;controls&quot;:&quot;yes&quot;}\" data-widget_type=\"video.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-wrapper elementor-fit-aspect-ratio elementor-open-inline\">\n\t\t\t<div class=\"elementor-video\"><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ca13fd5 elementor-widget elementor-widget-text-editor\" data-id=\"ca13fd5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Este informe te proporciona un listado de las ventas del d\u00eda o de una fecha anterior, desglosando los montos correspondientes a descuentos e impuesto y muestra las ventas netas que se generaron en tu negocio de acuerdo al cajero, cliente y vendedor.<\/p><p>Para obtenerlo, te diriges por la siguiente ruta: <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-53630\" src=\"https:\/\/noiportaldeclientes.aspel.com.mx\/wp-content\/uploads\/2023\/01\/Engrane.png\" alt=\"\" width=\"26\" height=\"28\" \/>\u00a0<strong>Men\u00fa Reportes<\/strong>, despliegas el submen\u00fa de <img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-53572 alignnone\" src=\"https:\/\/cajaportaldeclientes.aspel.com.mx\/wp-content\/uploads\/2023\/05\/Del-dia.png\" alt=\"\" width=\"42\" height=\"72\" \/> y das clic en el bot\u00f3n <img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-53649 alignnone\" src=\"https:\/\/cajaportaldeclientes.aspel.com.mx\/wp-content\/uploads\/2023\/05\/Resumen-de-ventas-1.png\" alt=\"\" width=\"220\" height=\"24\" \/>.<\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"bordegif aligncenter wp-image-53745 size-full\" src=\"https:\/\/cajaportaldeclientes.aspel.com.mx\/wp-content\/uploads\/2023\/05\/Reporte-resumen-de-ventas-Ruta.gif\" alt=\"\" width=\"706\" height=\"302\" \/><\/p><p>Al ingresar encontrar\u00e1s una ventana con las siguientes opciones de filtrado, que te permitir\u00e1n definir los criterios de acuerdo con tus necesidades:<\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"bordegif aligncenter wp-image-53752 size-full\" src=\"https:\/\/cajaportaldeclientes.aspel.com.mx\/wp-content\/uploads\/2023\/05\/Reporte-resumen-de-ventas-Filtro-general.gif\" alt=\"\" width=\"374\" height=\"374\" \/><\/p><p>Presiona el \u00edcono de <img loading=\"lazy\" decoding=\"async\" class=\"bordegif alignnone wp-image-53589\" src=\"https:\/\/cajaportaldeclientes.aspel.com.mx\/wp-content\/uploads\/2023\/05\/Ayuda.png\" alt=\"\" width=\"20\" height=\"19\" \/> <strong><em>Ayuda<\/em><\/strong>\u00a0o la tecla\u00a0<strong><em>F2, <\/em><\/strong>para desplegar el cat\u00e1logo correspondiente y seleccionar los datos m\u00e1s r\u00e1pido.<\/p><p><strong>a. Pesta\u00f1a Datos de Operaci\u00f3n.<\/strong><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"bordegif aligncenter wp-image-53754 size-full\" src=\"https:\/\/cajaportaldeclientes.aspel.com.mx\/wp-content\/uploads\/2023\/05\/Reporte-resumen-de-ventas-Datos-de-operacion.gif\" alt=\"\" width=\"450\" height=\"428\" \/><\/p><ul><li><strong>Tienda: <\/strong>Eliges el nombre de la tienda de la cual emitir\u00e1s el reporte.\u00a0<\/li><li><strong>Caja: <\/strong>Indicas el nombre de la caja.<\/li><li><strong>Cliente: <\/strong>Si requieres obtener una lista de las ventas efectuadas a un cliente en particular, anota la clava correspondiente.<\/li><li><strong>Cajero: <\/strong>Este campo te servir\u00e1 visualizar las ventas realizadas por un cajero en particular.\u00a0<\/li><li><strong>Vendedor: <\/strong>Seleccionas la clave a consultar.<\/li><\/ul><p><strong>b. Pesta\u00f1a Par\u00e1metros.<\/strong><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"bordegif aligncenter wp-image-53756 size-full\" src=\"https:\/\/cajaportaldeclientes.aspel.com.mx\/wp-content\/uploads\/2023\/05\/Reporte-resumen-de-ventas-Parametros.gif\" alt=\"\" width=\"450\" height=\"428\" \/><\/p><p><strong>Nota.<\/strong><\/p><ul><li><strong>Inicial\/Final:<\/strong> Especificas el rango de folios de las notas de ventas que deseas se consideren para emitir el reporte.<\/li><\/ul><p><strong>Formas de pago.<\/strong><\/p><ul><li><strong>Inicial\/Final: <\/strong>Defines un rango espec\u00edfico de aquellas notas que se realizaron con cierta forma de pago.<\/li><\/ul><p><strong>Filtro por.<\/strong><\/p><ul><li><strong>Tipo: <\/strong>Te permite imprimir las ventas que impliquen <em>todas las notas<\/em>, <em>notas de venta<\/em>,<em> nota de devoluci\u00f3n<\/em>, <em>nota factura<\/em>, <em>pago caja<\/em>, <em>anticipo o pago\/anticipo SAE<\/em>.<\/li><li><strong>Estado: <\/strong>Imprime de acuerdo a las opciones disponibles como <em>Original. Pendiente, cancelada, Devuelta, Devuelta parcialmente, facturada o todos los estados.<\/em><\/li><\/ul><p><strong>Fecha:<\/strong><\/p><ul><li><strong>Inicial\/Final: <\/strong>Este campo solo estar\u00e1 habilitado para los usuarios, administrador y supervisor; aqu\u00ed indicas la fecha de las ventas a considerar.<\/li><\/ul><p><strong>c. Pesta\u00f1a Ordenamiento.<\/strong><\/p><p>Seleccionas el campo o la columna por la que deseas ordenar el reporte.<\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"bordegif aligncenter wp-image-53760 size-full\" src=\"https:\/\/cajaportaldeclientes.aspel.com.mx\/wp-content\/uploads\/2023\/05\/Reporte-resumen-de-ventas-Ordenamiento.gif\" alt=\"\" width=\"450\" height=\"428\" \/><\/p><ul><li><strong>Ordenar por:<\/strong>\u00a0Por omisi\u00f3n, el sistema ordena los datos de manera ascendente, pero puedes cambiar la opci\u00f3n. Al configurar o utilizar este campo, se activar\u00e1 otro valor de ordenamiento.<\/li><li><strong>Luego por:<\/strong> Seleccionas un segundo y tercer factor para ordenar el reporte.<\/li><\/ul><p>Al concluir das clic en el bot\u00f3n\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-71352 alignnone\" src=\"https:\/\/saeportaldeclientes.aspel.com.mx\/wp-content\/uploads\/2023\/02\/aceptar-5.png\" sizes=\"(max-width: 77px) 100vw, 77px\" srcset=\"https:\/\/saeportaldeclientes.aspel.com.mx\/wp-content\/uploads\/2023\/02\/aceptar-5.png 77w, https:\/\/saeportaldeclientes.aspel.com.mx\/wp-content\/uploads\/2023\/02\/aceptar-5-75x25.png 75w\" alt=\"\" width=\"77\" height=\"25\" \/>\u00a0y el sistema te mostrar\u00e1 en pantalla la presentaci\u00f3n preliminar.\u00a0<\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-53764\" src=\"https:\/\/cajaportaldeclientes.aspel.com.mx\/wp-content\/uploads\/2023\/05\/Reporte-resumen-de-ventas-Vista-previa.gif\" alt=\"\" width=\"850\" height=\"596\" \/><\/p><p>Desde esta vista podr\u00e1s enviar a impresi\u00f3n al presionar el \u00edcono\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-53917\" src=\"https:\/\/coiportaldeclientes.aspel.com.mx\/wp-content\/uploads\/2023\/01\/Imprimir.png\" alt=\"\" width=\"39\" height=\"40\" \/>\u00a0que encuentras en la barra de herramientas o bien das clic en\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-66021 alignnone\" src=\"https:\/\/saeportaldeclientes.aspel.com.mx\/wp-content\/uploads\/2023\/02\/salir.png\" alt=\"\" width=\"37\" height=\"38\" \/>\u00a0para salir de la ventana.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Este informe te proporciona un listado de las ventas del d\u00eda o de una fecha anterior, desglosando los montos correspondientes a descuentos e impuesto y muestra las ventas netas que se generaron en tu negocio de acuerdo al cajero, cliente y vendedor.<\/p>\n","protected":false},"author":648,"featured_media":53436,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"footnotes":""},"categories":[19676,19685],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.7 - 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