Account Receivable
Manual Credit Control
To Run Credit Control in SHIPMNTS. Assign Credit Status At the Customer Level. There are two ways to assign Credit status to the customer. Manually or Automatically. Let us Learn about how Manual works in this article. Manually - You can manually ...
Consolidated Sales Invoice
For example, You need to Raise the Rebate on the Ocean Freight invoice to a Customer named SKS INTERNATIONAL LOGISTICS PVT LTD against 2 shipments OFDEL/22-23/0434, OFDEL/22-23/0432 Step 1: Add Rebate on Ocean freight Charges in Estimates in Job no - ...
Understanding Credit Control Parameters.
Credit Status at a Customer Level is Auto Identified based on rules which can be configured on Following Parameters: Credit Limit Utilisation Overdue Limit Utilisation Overdue Amount Outstanding Amount Credit Limit OverDue Limit How is Credit Limit ...
Quotation
A Sales quotation is a document that tells a potential client how much your product or service will cost.
Automated Credit Control
Automatic - By Select Automatic System Will Automatically define Credit status against the Customer Whether the Customer Is at High risk / Moderate Risk / Approved (Low Risk) Credit Status Checking Condition Rule What happens if the rule holds ...
Churn Report
Access app.shipmnts.com 1. Click on Accounts Receivable 2. Click on Churning/Inactive customers 3. Set the 'Days Since Last Order' for and the type of document you want to run the report by. 4. Click on Generate or F4 5. In our example we are ...