# Customer Summary

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**Step 1:** Click on Party > Summary

You will get the overview of everything sales, receipt, receivable, pending sales order, pending purchase order and many more.

**Step 2:** On top right side there are two option :

* It will show your customer Info
* Ledger reports of a particular party

![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-J_c8tqL7PVCrN66uD%2F-M-Jiys04V0cJAcyGrF0%2Fsummary-overveiw%20gif.gif?alt=media\&token=69504f27-ecd9-47d6-83a4-486f20318e73)

**You can also check sold summary**&#x20;

**Click on Party > Select  Party Name > Sold**&#x20;

1. In sold you can see all summary of you customer&#x20;
2. You can Filter it by Date,Name and Quantity
3. You can also check ledger report and customer information &#x20;
4. You can also share summary and ledger reports&#x20;

![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-J_c8tqL7PVCrN66uD%2F-M-K9QHuyKq1pzHOoaSc%2FSummarysoldgif.gif?alt=media\&token=05f53155-753c-4215-b8bd-5d7769342a46)

**Click on Party > Select  Party Name > Purchase**

1. In purchase you can  see all summary of your customer&#x20;
2. You can Filter it by Date,Name and Quantity
3. You can also check ledger report and customer information &#x20;
4. You can also share summary and ledger reports

![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-J_c8tqL7PVCrN66uD%2F-M-KDeIqHU-etJbHSd6A%2Fpurchase-sumarrygif.gif?alt=media\&token=493d04f9-8cc1-4151-947c-60126db334ba)

**If you want Summary of your customer in sales**&#x20;

**Click on Party > Summary > Sales**&#x20;

* You can see your customer details&#x20;
* You can custom date  according to your requirement
* You can check ledger report of your customer&#x20;
* You can share summary and ledger report of your customer&#x20;

![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-O-qKPYWmIHrFdBZMi%2F-M-O1L0gxQu_fZE0hQny%2FSummary-salesgif.gif?alt=media\&token=5544f560-2a9e-492a-8ded-54f7135fed67)

**If you want Summary of your customer in Receipt**

**Click on Party > Summary > Receipt**

* You can see your customer details&#x20;
* You can custom date according to your requirement
* You can check ledger report of your customer&#x20;
* You can share summary and ledger report of your customer&#x20;

![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-O-qKPYWmIHrFdBZMi%2F-M-O6xEjuYnSInASioHN%2Fsummaryreceiptgif.gif?alt=media\&token=13a29c0d-f36b-494c-8196-0028c22b72ed)

**If you want Summary of your customer in Receivable**&#x20;

**Click on Party > Summary > Receivable**&#x20;

* You can filter receivable reports of your customer in due days and amount&#x20;
* You can check the reports according to due date or custom the date&#x20;
* You can see you customer details&#x20;
* You can check your customer ledger reports
* You can also share Receivable reports and ledger reports&#x20;

![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-O-qKPYWmIHrFdBZMi%2F-M-OHx5IzePgfP6kHEPb%2Freceivable-summarygif.gif?alt=media\&token=6d74e82c-ef64-4fea-a6c2-dda8a8c9ca4a)

**If you want to check pending sales order or pending purchase order**&#x20;

**Click on Party > Summary > Pending sales order / Pending purchase order**

* You can also Find Data entry feature below the screen and  data entry feature explanation is given in this ( [link](https://app.gitbook.com/@bizanalyst/s/docs/manual/features/check-in-check-out/check-in-check-out-with-gps-location-for-sales-team) )&#x20;

![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-O-qKPYWmIHrFdBZMi%2F-M-OKpvKxiLHuBGTrl8Y%2Fpending-sales-purchasegif.gif?alt=media\&token=28094f31-713f-473e-8184-fdb0aeeb9f0c)