Route Wise Party Report in Accoxi

Route Wise Party Report is available under Inventory head. It displays the details of route-wise Supplier and Customers balance in a particular FY

ROUTE WISE PARTY

The route-wise party report is a comprehensive document that breaks down information about parties or clients based on designated routes. This report is particularly useful for understanding and analyzing the distribution or visitation patterns within specific routes. It provides insights into the geographical organization of clients or parties, allowing businesses to optimize their operations, plan logistics effectively, and enhance overall route management. This detailed overview assists in making informed decisions related to sales, service, and customer engagement strategies based on the specific routes followed.

Route Wise Party

ROUTE WISE PARTY IN ACCOXI

Route Wise Party

In Accoxi, the Route-wise Party Report provides a breakdown of parties assigned to specific routes, including details such as party name, type (supplier or customer), contact information, the specified route name, and the balance amount owed by the party. Accessible under the inventory section in the report module, this report facilitates a comprehensive understanding of party allocations within designated routes, aiding in efficient route management and financial tracking for both suppliers and customers.

Report

MENU AVAILABLE IN ROUTE WISE PARTY REPORT

Field

Description

Customize

The user has the flexibility to tailor the report data by clicking on this button. The report permits data filtration based on route, name, phone number and type of party.

Export to Excel

By clicking this button, users can export the report to Excel.

Export to PDF

Clicking this button allows the user to export the report to PDF.

Print

This button enables users to print the report.

Email

To send the report via email, simply click this button. The report in PDF format will be attached to the email, and you can input the recipient's email address, CC address, subject, and any additional details for the email.

Pagination

The pagination control offers the capability to navigate from one page to another.

Exit

Clicking the 'Exit' button allows the user to exit from the report.

DATA AVAILABLE IN ROUTE WISE PARTY REPORT

Field

Description

#

The symbol '#' represents the number of lines in the given context.

Party Name

The names of customers/suppliers are displayed in this section.

Contact No

The contact numbers for customers/suppliers are presented in this section.

Email

The email addresses for customers/suppliers are presented in this section.

Route

The assigned route for the party is displayed in this section.

Type

The party type is specified here, and it can be either a supplier or customer.

Balance

The balance of the party is indicated in this section.

Frequently Asked Questions?

01What types of data should be included in the Route Wise Party Report in ACCOXI?

  • Route Wise Party report provides detailed information like party name, contact number, e-mail, contact category, balance amount paid or to be paid by customer/supplier

02How can I sort the Customer / Supplier Route Wise Report in ACCOXI?

  • Click on the report Section → under inventory head → select Route Wise Party
  • On the top of the Report, the user can see a ‘Customize’ option
  • Click on Customize then a pop-up window appears
  • Users can filter the data by Type(Whether Customer/Supplier), Route, Name, Or Phone
  • Click on Apply

03How do I Export Route Wise Party Report?

  • Click on the report Section → under inventory head → select Route Wise Party
  • At the right-hand side of the Report, user can see an export option
  • Click on the export option and the user can select the file location
  • Click on save

04How can I print Route Wise Party Report?

  • Click on the report Section → under inventory head → select Route Wise Party
  • On the right-hand side of the Report, there is a Print menu.
  • Click on the Print menu and it opens the print view form.
  • You can set the page range, page height, width and can enter the required number of copies here
  • Click on the Print menu to get the printout of the report

05How can I send an e-mail by attaching Route wise party report?

  • Click on the report Section → under inventory head → select Route Wise Party
  • Click on the e-mail menu and is open to send e-mail page
  • Here the user can type the ‘To’ and ‘CC’ e-mail address and provide ‘Subject’ if any
  • The Route Wise Party Report will automatically attach while the user selecting the e-mail option. It will be shown at the left bottom side of send e-mail page as an attachment
  • Click on send option

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