Enter Customer Opening Balance

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bullet01 This form is used to enter opening balance of Retail Customer. Opening Balance means the Total Purchase made by the retail customer. This is used while giving customer bonus discount based on purchases made till date.

 

bullet01 Enter Customer Opening Balance: Main Menu > Retail Customer Database > Enter Customer Opening Balance.

 

Toggle Icon Minus 17Main Menu

 

Enter Customer Opening Balance

 

Fig 1. Main Menu

 


 

Contents

 

bullet-arrow2   Selecting Customers

 

bullet-arrow2   Entering Opening Balance

 

bullet-arrow2   Buttons

 

bullet01 A below given window will appear where user can select the customers from the Retail Customer Search form.

 

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Fig 2. Enter Customer Opening Balance

 

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Selecting Customers

 

bullet01 To select the customer check the box > Retail Customer Search dialog box > select the required customers > click OK.

 

bullet01 Click Refresh to display all the customers. It is mandatory to select the customer from the list.

 

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Fig 3. Retail Customer Search

 

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Entering Opening Balance

 

If user has selected multiple customers then after entering the details of the first retail customer, go to the Next Button to enter the opening balance detail of the another selected retail customer.

 

bullet01 Opening Balance Date: Enter the opening balance date manually, it is a mandatory column can't be left blank.

 

bullet01 Opening Balance: Enter the opening balance manually, it is a mandatory column can't be left blank.

 

bullet01 Active: If the customer account is active then checked the box for True otherwise unchecked the box for False.

 

LogicAFS-196

 

Fig 4. Enter Customer Opening Balance

 

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Buttons

 

bullet01 Save: Used to save the changes made by user. Click > Save dialog box > click Yes to save the changes.

 

bullet01 Close: Click> Confirmation dialog box > click Yes to exit.

 

bullet01 Next: Used to move to the next record in the grid.

 

bullet01 Previous: Used to move to the previous record in the grid.

 

bullet01 First: Used to move to the first record in the grid.

 

bullet01 Last: Used to move to the last record in the grid.

 

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