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 ) 

View reorder level for stock items

Daybook

Last modified 2yr ago

Copy link