Difference between revisions of "What does the Account Summary Screen Show?"
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Katy Kitchen (talk | contribs) (Created page with "{{Incomplete}} == Summary == This article explains what the Account Summary option will show you in two different areas of Platinum: {{Menu|{{ST}}|Invoicing & Customer Order...") |
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== Summary == | == Summary == | ||
| − | This article explains what the Account Summary option will show you in two different areas of Platinum: {{Menu|{{ST}}|Invoicing & Customer Orders}} and {{Menu|{{TI}}| | + | This article explains what the Account Summary option will show you in two different areas of Platinum: {{Menu|{{ST}}|Invoicing & Customer Orders}} and {{Menu|{{TI}}|{{TI}}|Invoice Production}}. |
== More Information == | == More Information == | ||
| − | The {{Button|Account Summary}} option allows you to view a list of customers with Stock or Jobs | + | The {{Button|Account Summary}} option allows you to view a list of customers with Stock or Jobs waiting to be invoiced. |
| − | {{Information|text=In {{ST|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 {{Button|Account Summary}} is a useful way of finding which accounts have invoices | + | {{Information|text=In {{Menu|{{ST}}|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 {{Button|Account Summary}} is a useful way of finding which accounts have invoices that need completing.}} |
| − | {{Information|text=In {{TI|Invoice Production}} the {{Button|Account Summary}} will list all accounts with jobs ready to be invoiced.}} | + | {{Information|text=In {{Menu|{{TI}}|Invoice Production}} the {{Button|Account Summary}} will list all accounts with jobs ready to be invoiced.}} |
=== Stock Control === | === Stock Control === | ||
| − | * Go to {{ST|Invoicing & Customer Orders}}. | + | * Go to {{Menu|{{ST}}|Invoicing & Customer Orders}}. |
* Clear the {{DataPrompt|Account Code}} field and press {{KeyPress|F4}}. | * Clear the {{DataPrompt|Account Code}} field and press {{KeyPress|F4}}. | ||
* For each customer you will be able to see the number of items waiting to be invoiced, their Nett value and Profit details. | * 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 {{KeyPress|F2}}. | + | * Select the account to invoice and press {{KeyPress|F2}}. |
| − | * You can now produce your invoice as usual following the steps in [[Selling | + | * You can now produce your invoice as usual following the steps in [[Selling stock in Invoicing and Customer Orders]]. |
=== Logistics === | === Logistics === | ||
| − | * Go to {{Menu|{{TI}}| | + | * Go to {{Menu|{{TI}}|{{TI}}|Invoice Production}}. |
* Press {{KeyPress|F4}}. | * Press {{KeyPress|F4}}. | ||
* For each customer you will be able to see the number of Jobs waiting to be invoiced and their Nett value. | * 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 {{KeyPress|F2}}. | + | * Select the account to invoice and press {{KeyPress|F2}}. |
| − | * You can now produce your invoice as usual by filling in any additional information and pressing {{KeyPress|F2}}. | + | * You can now produce your invoice as usual by filling in any additional information and pressing {{KeyPress|F2}}. |
== See also == | == See also == | ||
| − | * [[Selling | + | * [[Selling stock in Invoicing and Customer Orders]]. |
| − | * [[ | + | * [[How do I create a logistics job?]] |
* [[Invoicing Logistics Jobs]] | * [[Invoicing Logistics Jobs]] | ||
| − | {{KB_Tags|logistics, invoice, point of sale, account summary, stock, allocate stock}} | + | {{KB_Tags|logistics, invoice, point of sale, account summary, stock, allocate stock}} |
| − | {{ | + | {{Guide}}{{Hint}}{{KB_ST}}{{KB_TI}}{{ZN_PartsCounter}} |
| − | {{KB_TI}} {{ | ||
Latest revision as of 05:31, 12 April 2019
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
