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Credit Enquiry

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About Credit Enquiry

The Credit Enquiry screen enables you to filter and report on your Credit lines. There are a number of filters that you can apply to your Credits. You can filter the credits by date, credit number, order number, credit status, warehouse, product, customer, product group or credit reason.

You can also;

  • Select the filter and press Run
  • Export the report into PDF for crisp reporting or Excel to review and further analyze.
  • Drill down into credit number, warehouse, customer or product details by clicking the hyper-links
  • Value of all credits for the selected period (if applicable) is recorded at the bottom of the reporting page.
The Credit Enquiry shows all credits regardless of their status i.e. even deleted credits.

 

Functional descriptions

 

 

Header field descriptions

Date From & Date To: If you want to see the transactions from or to a certain date you can enter these here. Leave blank if you would like all transactions.

Select Transaction Date: When selected, enables you to select the date of your specified transaction.

Credit Number: Field used to search for a specified credit enquiry by its unique credit number.

Order Number: Field used to search for a specified credit enquiry by its unique order number.

Credit Status: Field used to search for a specified credit enquiry by its unique order number.

Product Code: Field used to search for a specified credit enquiry by its credit status. The statuses available are; Parked, Completed or Deleted.

Product Description: Field used to search for a specified credit enquiry by Product Description.

Customer Code: Field used to search for a specified credit enquiry by customer code.

Customer Name: Field used to search for a specified credit enquiry by the customer name.

Product Group: Field used to search for a specified credit enquiry by product group.

Credit Reason: Field used to search for a specified credit enquiry by credit reason.

Warehouse: Field used to search for a specified credit enquiry by the name of the warehouse.

Salesperson: Field used to search for a specified credit enquiry by the name of the salesperson.

 

Grid column descriptions

Credit DateDisplays the credit date for the nominated line.

Receipt DateDisplays the receipt date for the nominated line.

ReturnThis check box enables you to return stock. You would use this option when a customer is giving you stock back; this enables you to adjust your in-stock level.

Credit NumberDisplays the credit number for the nominated line.

CustomerDisplays the customer name for the nominated line.

Product: Displays the product for the nominated line, i.e. Biscuit tins or Animal Shapes Box Set.

Product GroupDisplays the product group for the nominated line.

Credit Reasons: Displays the credit reason for the nominated line.

Status: Displays the status (Parked, Placed etc.) for the nominated line.

Quantity: Displays the number of credits for the nominated line.

Sub Total: Displays the sub-total for the nominated line.

 

Exporting your reports

You can easily export your report to PDF (default), CSV, XLSC or XLS for optimal reporting. To do so;

  1. Press the Export button.

  2. Select what format you want your report to be, you have the option of;

    • PDF

    • CSV

    • XLSC

    • XLS

To select the option you want, click the Export arrow on right of button to provide you the options. If you click on Export itself, it will default to the PDF setting, and a PDF is generated.

 

Using the custom grids

Depending on what sort of information you require, you can enter the relevant criteria and then click Run at the top on the banner. You can also export what you are seeing to a number of different formats such as pdf, xls and .xlsx using the Export button on the banner. Using the tool bar above the grid, you can do a number of other things to the information shown in the grid.

These are described as follows:

Group By Column(s):
To group by a desired column you simply need to drag and drop it into toolbar above the grid. As soon as you drop it the grid will group everything based on that column. You can group by as many columns as you like and expand all or collapse all the groups under the More menu.

Create Multiple Views:
To set up multiple views of this report you just need to click New on the toolbar and give it a name after making any customizations. You can create as many views as you like and also choose a default which will be displayed when you first click on the report.

Customize Columns Shown:
Using the Hidden Columns button you can choose what columns are shown on the grid and where. To add or remove a column, simply drag and drop the columns you like to and from the Hidden columns box.

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