Difference between revisions of "What does the Account Summary Screen Show?"

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(Created page with "{{Incomplete}} == Summary == This article explains what the Account Summary option will show you in two different areas of Platinum: {{Menu|{{ST}}|Invoicing & Customer Order...")
 
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== Summary ==
 
== Summary ==
This article explains what the Account Summary option will show you in two different areas of Platinum:  {{Menu|{{ST}}|Invoicing & Customer Orders}} and {{Menu|{{TI}}|Logistics Management|Invoice Production}}.
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This article explains what the Account Summary option will show you in two different areas of Platinum:  {{Menu|{{ST}}|Invoicing & Customer Orders}} and {{Menu|{{TI}}|{{TI}}|Invoice Production}}.
  
 
== More Information ==
 
== More Information ==
The {{Button|Account Summary}} option allows you to view a list of customers with Stock or Jobs waiting to be invoiced.
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The {{Button|Account Summary}} option allows you to view a list of customers with Stock or Jobs waiting to be invoiced.
  
{{Information|text=In {{ST|Invoicing & Customer Orders}} it is possible to produce an Advice Note or allocate stock to a customer without producing an invoice.  The items are booked out of stock and remain on the Invoicing screen until you are ready to produce the invoice. The {{Button|Account Summary}} is a useful way of finding which accounts have invoices which need completing.}}
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{{Information|text=In {{Menu|{{ST}}|Invoicing & Customer Orders}} it is possible to produce an Advice Note or allocate stock to a customer without producing an invoice.  The items are booked out of stock and remain on the Invoicing screen until you are ready to produce the invoice. The {{Button|Account Summary}} is a useful way of finding which accounts have invoices that need completing.}}
  
{{Information|text=In {{TI|Invoice Production}} the {{Button|Account Summary}} will list all accounts with jobs ready to be invoiced.}}  
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{{Information|text=In {{Menu|{{TI}}|Invoice Production}} the {{Button|Account Summary}} will list all accounts with jobs ready to be invoiced.}}
  
 
=== Stock Control ===
 
=== Stock Control ===
* Go to {{ST|Invoicing & Customer Orders}}.
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* Go to {{Menu|{{ST}}|Invoicing & Customer Orders}}.
 
* Clear the {{DataPrompt|Account Code}} field and press {{KeyPress|F4}}.
 
* Clear the {{DataPrompt|Account Code}} field and press {{KeyPress|F4}}.
 
* For each customer you will be able to see the number of items waiting to be invoiced, their Nett value and Profit details.
 
* For each customer you will be able to see the number of items waiting to be invoiced, their Nett value and Profit details.
* Select the account to invoice and press {{KeyPress|F2}}.  
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* Select the account to invoice and press {{KeyPress|F2}}.
* You can now produce your invoice as usual following the steps in [[Selling Stock in Invoicing and Customer Orders]].
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* You can now produce your invoice as usual following the steps in [[Selling stock in Invoicing and Customer Orders]].
  
 
=== Logistics ===
 
=== Logistics ===
* Go to {{Menu|{{TI}}|Logistics Management|Invoice Production}}.
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* Go to {{Menu|{{TI}}|{{TI}}|Invoice Production}}.
 
* Press {{KeyPress|F4}}.
 
* Press {{KeyPress|F4}}.
 
* For each customer you will be able to see the number of Jobs waiting to be invoiced and their Nett value.
 
* For each customer you will be able to see the number of Jobs waiting to be invoiced and their Nett value.
* Select the account to invoice and press {{KeyPress|F2}}.  
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* Select the account to invoice and press {{KeyPress|F2}}.
* You can now produce your invoice as usual by filling in any additional information and pressing {{KeyPress|F2}}.  
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* You can now produce your invoice as usual by filling in any additional information and pressing {{KeyPress|F2}}.
  
 
== See also ==
 
== See also ==
* [[Selling Stock in Invoicing and Customer Orders]].
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* [[Selling stock in Invoicing and Customer Orders]].
* [[Entering Logistics Management Jobs]]
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* [[How do I create a logistics job?]]
 
* [[Invoicing Logistics Jobs]]
 
* [[Invoicing Logistics Jobs]]
  
{{KB_Tags|logistics, invoice, point of sale, account summary, stock, allocate stock}}
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{{KB_Tags|logistics, invoice, point of sale, account summary, stock, allocate stock}}
{{KB_ST}} {{Hint}} {{Guide}} {{ZN_PartsCounter}}
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{{Guide}}{{Hint}}{{KB_ST}}{{KB_TI}}{{ZN_PartsCounter}}
{{KB_TI}} {{Hint}} {{Guide}}
 

Latest revision as of 05:31, 12 April 2019

Summary

This article explains what the Account Summary option will show you in two different areas of Platinum: " Stock Control Invoicing & Customer Orders" and " Logistics Management Logistics Management Invoice Production".

More Information

The [Account Summary] option allows you to view a list of customers with Stock or Jobs waiting to be invoiced.

In " Stock Control Invoicing & Customer Orders" it is possible to produce an Advice Note or allocate stock to a customer without producing an invoice. The items are booked out of stock and remain on the Invoicing screen until you are ready to produce the invoice. The [Account Summary] is a useful way of finding which accounts have invoices that need completing.
In " Logistics Management Invoice Production" the [Account Summary] will list all accounts with jobs ready to be invoiced.

Stock Control

  • Go to " Stock Control Invoicing & Customer Orders".
  • Clear the "Account Code" field and press <F4>.
  • For each customer you will be able to see the number of items waiting to be invoiced, their Nett value and Profit details.
  • Select the account to invoice and press <F2>.
  • You can now produce your invoice as usual following the steps in Selling stock in Invoicing and Customer Orders.

Logistics

  • Go to " Logistics Management Logistics Management Invoice Production".
  • Press <F4>.
  • For each customer you will be able to see the number of Jobs waiting to be invoiced and their Nett value.
  • Select the account to invoice and press <F2>.
  • You can now produce your invoice as usual by filling in any additional information and pressing <F2>.

See also


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Keywords AND Misspellings
logistics, invoice, point of sale, account summary, stock, allocate stock