How to Use the Customer Dues Report in Desktop POS

The Customer Dues Report in Desktop POS is a powerful tool that helps you manage and track customer dues efficiently. This guide will walk you through the features and functionalities of the report, allowing you to maximize its use for your business needs.

How to Use the Customer Dues Report:

  1. Open your Desktop POS application.
  2. Navigate to the Reports section.
  3. Select "Customer Dues Report" from the list of available reports.

Report Columns

  • Customer Name: Displays the full name of the customer.
  • Customer Code: A unique identifier for each customer.
  • Phone: The contact number of the customer.
  • Last Visit: The date of the customer’s most recent visit.
  • Total Visits: The total number of times the customer has visited.
  • Profile Button: A button that, when clicked, provides a detailed view of the customer's profile.

Sorting Options

The report allows you to sort the data using a dropdown menu located at the top of the report. You can sort the list by:

  • Total Dues: Sorts customers by the amount they owe, from highest to lowest or vice versa.
  • Customer Name: Sorts customers alphabetically by their name.

Exporting Options

  1. After generating the report, look for the export buttons.
  2. Click on "Export as PDF" or "Export as CSV" to download the report in your desired format.

Viewing Additional Records

  1. Scroll to the bottom of the grid view.
  2. Click on the "Load More" button to view additional customer records.

Viewing Customer Profiles

  1. In the grid view, locate the customer you wish to learn more about.
  2. Click the "Profile" button next to the customer’s name to view detailed information about that customer.

By following this guide, you can effectively utilize the Customer Dues Report in Desktop POS to keep track of customer dues and manage customer information efficiently. If you have any questions or require further assistance, please contact our support team.

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