What does the Account Summary Screen Show?

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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