What does the Account Summary Screen Show?

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

• Selling Stock in Invoicing and Customer Orders.
• How do I create a logistics job?
• Invoicing Logistics Jobs

Feedback

Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'

Keywords AND Misspellings

logistics, invoice, point of sale, account summary, stock, allocate stock