Report Name
| Step By Step Guide
| Description / Usage / Benefits
|
General Listing
| 1. Select a Branch or 'All'
2. Select Outstanding Amount or 'All'
3. Select to filter by Created Date or Delivery Date
4. Enter Date Range
5. Select a Process - whether the order requires production or delivery
| This report list all the sales transaction that are done. It allows users to filter by Branch, Outstanding Amount of the
Sales Order, Creation Date and orders that requires Production or Delivery.
|
Credit Approval Listing
| 1. Select a Branch
2. Enter date range for Creation date (optional, tick on the check box to select)
3. Enter date range for Approval Date (optional, tick on the check box to select)
4. Select an Approval (optional, tick on the check box to select)
5. Select an Approval Status
| In this listing, users will be able to filter out a list of approved or unapproved orders. Users can approve an unapproved order from this list.
|
Deposit Listing
| 1. Select a Branch or 'All'
| This listing shows
all Deposits collected from customer. Deposit is the amount customers have partially or fully
paid of a Sales Order without creating an Invoice. The listing will display the payment amount of each customer in cash, card, cheque, PD cheque or voucher.
|
Fuzzy Search Sales Order
| 1. Enter a keyword
2. Set a Date Range
| This listing is helpful to enables the users to locate a sales order quickly. The system allows the users to search by the Account Name, Sender and Receiver.
|
Third Party Loyalty Card Points Redemption
| 1. Select a Date Range
2. Select a Card Type
3. Select an Award Status
4. Select a Payment Status
| From this listing, users will be able to get a list of sales order that are associated with a third party loyalty card. Users are able to process the the customers points redemption from this listing.
|
Payment Processing Listing
| | |
Create/Edit Debt Collection Pool
| | |
Debt Collection Pool Listing
| 1. Enter a Date Range
2. Select a status for the Invoice Allocation Summary
| This listing list all the Invoice Allocation Summary (IAS) that has been created. This list states the created date, dispatch date, dispatch person, completed date and the status of IAS.
|
Quick Order - Posting of Sales Order to Inventory
|
| |
Quick Order - Sales Listing By Payment Mode
| 1. Select a Branch or 'All'
2. Select a Date - Order Date/Delivery Date/Payment Date
3. Enter a Date Range
4. Select a Payment Mode
| Users will be able to view on the amount and the payment mode of each sales order in this listing. The sales orders are categorized according to the payment mode. It is useful for users to locate an order quickly by payment mode.
|
Quick Order - Sales Listing By Payment Remarks
| 1. Select a Branch or 'All'
2. Select a Date - Order Date/Delivery Date/Payment Date
3. Enter a Date Range
4. Select a Payment Remarks
5. Select an Account ID (only if users want to look on the listing of a specific customer)
| This listing states the customer name, payment mode, payment status, order date, delivery date and amount of each sales order. The sales orders are categorized according to the payment remarks. Users will be able to know the settlement of the payment of the sales order with this listing.
|
Quick Order - Print Order Listing
| | |
