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 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 which need completing.

In Logistics Management the [Account Summary] will list all accounts with jobs ready to be invoiced.

Stock Control

• Go to Stock Control.
• 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.
• Entering Logistics Management Jobs
• Invoicing Logistics Jobs

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Keywords AND Misspellings

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