> For the complete documentation index, see [llms.txt](https://help.bizanalyst.in/biz-analyst-manual/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.bizanalyst.in/biz-analyst-manual/features/customer-summary.md).

# 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

![](/files/-M-Jiys04V0cJAcyGrF0)

**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;

![](/files/-M-K9QHuyKq1pzHOoaSc)

**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

![](/files/-M-KDeIqHU-etJbHSd6A)

**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;

![](/files/-M-O1L0gxQu_fZE0hQny)

**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;

![](/files/-M-O6xEjuYnSInASioHN)

**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;

![](/files/-M-OHx5IzePgfP6kHEPb)

**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;

![](/files/-M-OKpvKxiLHuBGTrl8Y)