House Accounts List Report

House Accounts List Report

House Accounts List Report Overview

Regular customers who repeatedly buy products from the store but need to pay the total balance at the end of the month or at a specific time interval can be added as House Accounts in Control Center. The "House Accounts List Report" lists all house accounts, with applicable details for each.

1. Reaching the "House Accounts List Report"

To reach the "House Accounts List Report," follow the below steps:
Step 1: Log into Control Center
Step 2: Choose Point of Sale
Step 3: Choose Reports
Step 4: Choose List Reports
Step 5: Choose House Accounts List 

See Figure A. You will see many types of list reports that will be useful to your retail business. By clicking the drop-down selection, you will see the different types of list reports.

                                                                                       Figure A

You will see the "Report Data is Empty" message initially. You need to select the date range to check the House Accounts List Report. See Figure B.

                                                                                Figure B

2. Generating the "House Accounts List Report"

When you navigate to the page, you will see the options pre-selected by default. You can generate the House Accounts List Report for the selected fields. See Figure C.     


                                                                                          Figure C        
Fields:
  1. Company: This column displays the name of the company associated with the house account.
  2. Contact: Here, the contact person for the house account is mentioned.
  3. Address: This column displays the address of the person associated with the house account.
  4. Phone: Here, the phone number of the contact person associated with the house account is mentioned.
  5. Current Balance: This is the current balance of a particular house account after all sales and adjustments have been made. 

Filter By Time

This filter gives you the option to choose whether you wish to display the report for All Time or Between Dates.

                                                                                Figure D
  1. All Time: This option will display a list of all the house accounts with details until the date. See Figure C.
  2. Between Dates: If you choose the "Between Dates" option, it will show the report between the selected date range.

                                                                                       Figure E


                                                                                         Figure F

Gender Filter

This filter offers you different gender-based options to display the report accordingly. See Figure G.
  1. All: This option, when chosen, will display a report for all genders. See Figure C.
                                                                                                                                                                                          Figure G
  1. Male: If this option is chosen, it will display the house accounts for male customers. See the results in Figure H.                                                                                                                                                                                                                                           Figure H 
  1. Female: If this option is chosen, it will display the house accounts for female customers.   

Figure I

Balance Filters

This filter will let you choose the option to display the report in greater or lesser than the chosen/entered value X.

                                                                                                                           Figure J
  1. All Balances: This option will display the list of all the house accounts created in Control Center with all the balances. See Figure C.
  1. Balance Greater Than: This option will display the report in greater than the chosen/entered value X.

                                                                                              Figure K
  1. Balance Lesser Than: This option will display the report in lesser than the chosen/entered value X.

                                                                                     Figure L

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