Enter Customer Opening Balance

 

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.

 

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

 

Main Menu

 

 

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Contents

 

  Selecting Customers

 

  Entering Opening Balance

 

  Buttons

 

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

 

 

Fig 2. Enter Customer Opening Balance

 

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Selecting Customers

 

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

 

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

 

 

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.

 

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

 

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

 

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

 

 

Fig 4. Enter Customer Opening Balance

 

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Buttons

 

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

 

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

 

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

 

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

 

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

 

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

 

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