Reporting
You can see the reports and the customers' debts in the Reporting section.
How to view the reports?
Select the Reporting section from the main menu.
Click the Sales by Time button.
You will see information about orders, returns, payments, and partners by the amount and quantity in the opened window.
You can filter the list in the upper right corner of the window by selecting the following settings:
- Select a distributor
- Select a group (rout է ադմինկայում)
- Choose a customer
- Select the type: orders, returns, payments
- Period
Click the Search button.
At the bottom of the window, you will see the following information:
- Order ID
- Branches
- Distributor
- Customer
- Total amount
- Status
- Type
- Create date
- Actions
How to see the debts of customers.
Select the Reporting section from the main menu.
Click the Customers Debts button.
In the opened window, you will see the list of customers and the following information:
- Name
- Debit
- Debit limit
- Difference
Data of customers that exceed the debit limit is indicated in red.
To set or change your debit limit, go to the Customers section.
You can filter the list in the upper right corner by selecting the following settings:
- Select Time
- Select a Distributor
- Debit type: debit limit, zero imitation, all.
You can also search for information on customer debt by entering the name in the Customers field and pressing the enter button on the computer.
You can download Debt information in XLS format by clicking the Export button in the upper right corner.