Enables the management control of analysis of customer status concerning financial and sales transactions made in a certain period. Data are displayed with details, based on Customer Register and transactions of the modules Invoicing (sales order and outflow invoice issue), Financials (pending bills, bills written off, etc.), and Call Center (Telecollection).
On the main screen, the following information is presented with values in real and dollar:
Besides, customer status is also displayed regarding bills written off and pending bills, sales orders, invoicing, references, and collection history.
Tip:
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Procedures
Querying certain customer status:
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3. On the right of the screen, the following options are available:
Pending bills | Enables you to query customer's pending bills and bills partially written off. See more details in Options. |
Bills received | Displays bills received from customers, or residual value, in case of partial write-off. See more details in Options. |
Orders | Displays sales orders issued for the customer. See more details in Options. |
Invoicing | Enables you to query customer status regarding invoicing. See more details in Options. |
References | Displays customer references, according to data entered in Customer Register. |
Collection History | Enables you to query the customer collection history. This query is useful for companies that negotiate with customers, entered through the Telecollection option in the Call Center module, enabling you to query events related to bills/customers. Note: Contact History is filled out by the Call Center module. |
4. To end the query, click Exit.
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See Also
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