Biz Analyst Manual
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Introduction
QuickStart Guide
Security
Features
Automatic Outstanding Reminder
Receivable Management
Sales Analysis
Detailed Invoice
Retain Customers
Data Entry
Check-In / Check-Out with GPS location for Sales Team
Follow up Reminders
Ledger Report
Inactive Items
Inventory Analysis
Customer Summary
Daybook
Top Report
Settings
My Account
Purchase
Support
Help
I am not able to login
Merchant Payment
Desktop App Troubleshooting
Internet Not Connected
Company is showing “Not synced yet”
Date and Time Zone is incorrect
How to add extra ledger in data entry
Biz Analyst desktop app getting crash
My Data is not getting sync
Biz Analyst is not connected to Tally Erp 9
Problems with Tally after installing Biz Analyst
How to connect Tally on cloud with Biz Analyst
How to add company in tally Prime.
How to Alter Masters in Tally.
How to check GST rate setup in Tally
Balance sheet Issue
Auto Startup Biz Analyst Application
No Access Allowed" Error In Tally
Data on my phone is not matching with Tally
Mobile App Troubleshooting
How to set fingerprint in biz analyst
Add Companies From Multiple Locations
How to Connect Bluetooth printer
How to connect thermal printer
Data Entry Troubleshooting
How to Join beta in Android
How to make point of sale entry
Releases
Android Releases
iOS Releases
Difference in IOS/Android
FAQs
How to change partner code
User Manual
Refer and Earn
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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
)
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View reorder level for stock items
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Daybook
Last modified
2yr ago
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