Customer Summary
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
You can also check sold summary
Click on Party > Select Party Name > Sold
- 1.In sold you can see all summary of you customer
- 2.You can Filter it by Date,Name and Quantity
- 3.You can also check ledger report and customer information
- 4.You can also share summary and ledger reports
Click on Party > Select Party Name > Purchase
- 1.In purchase you can see all summary of your customer
- 2.You can Filter it by Date,Name and Quantity
- 3.You can also check ledger report and customer information
- 4.You can also share summary and ledger reports
If you want Summary of your customer in sales
Click on Party > Summary > Sales
- You can see your customer details
- You can custom date according to your requirement
- You can check ledger report of your customer
- You can share summary and ledger report of your customer
If you want Summary of your customer in Receipt
Click on Party > Summary > Receipt
- You can see your customer details
- You can custom date according to your requirement
- You can check ledger report of your customer
- You can share summary and ledger report of your customer
If you want Summary of your customer in Receivable
Click on Party > Summary > Receivable
- You can filter receivable reports of your customer in due days and amount
- You can check the reports according to due date or custom the date
- You can see you customer details
- You can check your customer ledger reports
- You can also share Receivable reports and ledger reports
If you want to check pending sales order or pending purchase order
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 )
Last modified 6mo ago