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. 1.
    In sold you can see all summary of you customer
  2. 2.
    You can Filter it by Date,Name and Quantity
  3. 3.
    You can also check ledger report and customer information
  4. 4.
    You can also share summary and ledger reports
Click on Party > Select Party Name > Purchase
  1. 1.
    In purchase you can see all summary of your customer
  2. 2.
    You can Filter it by Date,Name and Quantity
  3. 3.
    You can also check ledger report and customer information
  4. 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 1yr ago
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