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Branch Wise Customer Report in ACCOXI

ACCOXI is the most modern accounting software that provides easy and deliberate results for accounting. It provides the module of Reports and it consists of various heads of reports like Payables, Inventory, Receivables, Accounts, Purchase, and Sales, etc. Branch-Wise Customer Report is available under HO head. Branch-Wise Customer Report in ACCOXI displays customer information at each branch separately. By default, Head Office Customers will also be the Customers of their Branch however the branch can create their own customers also.

Click on Report Section
Under HO head Select Branch-Wise Customers

Key Features:

Head office can view their own customers and also branch wise customers
Head office can customize branch wise customer reports based on date and branch
Users can easily send an e-mail of their branch-wise customer report using the E-mail option. The report will be attached automatically

Menus Available In Branch-Wise Customer Report Table

Field	Description
#	Serial Number
Customer Name	Name Of The Customer At Branch
Mobile Number	Mobile Number Of The Concerned Branch Customer
Email ID	E-Mail Address Of Particular Customer
Address	Address Of The Branch Customer If Any

Menus on Branch Wise Customer Report in Accoxi

1. Customize Option

Users can filter the Branch-Wise Customer Report by date and branch.
Then click Apply button

2. Export Option

The export menu enables the user to export the report to PDF format and can save it in the system. When the user clicks on the export menu, a new tab will appear to save the file. Then the user can select the location to save the file and can set a name and click on the save button to save the file in PDF format.

3.Print Option

If the user wants to take the printout of the report, it can be done by using the menu print on the top right side of the page. When the user clicks on the print menu, it opens to the report page and contains the details regarding the print. Users can set the page range, page height, width and can enter the required number of copies here. By clicking on the print button, the user gets the printout of the branch-wise customer report.

4. E-Mail option

Users can easily send Branch-Wise Customer Report as email using this option
The Branch-Wise Customer Report will automatically be attached with the e-mail itself

5. Pagination Control

It controls the page navigation and the page size. Page size can be set to 10, 20, 50, or 100. By giving the page number in the box and clicking on the Go button, the user can jump to the intended page.

6. Exit Option

Users can easily exit from the window without making any changes and it redirects to the previous page

Frequently Asked Questions?

01How can I sort Branch wise Customer Details for a particular period?

Click on Report Section → under HO head → select Branch-Wise Customers
On the top, left corner the user can see a ‘Customize’ option
Click on ‘customize’ and then the user can enter or select the Date From and Date To under the 'Date between’ menu
Click on Apply

02How can I Export Branch-Wise Customer Report?

Click on Report Section → under HO head → select Branch-Wise Customers
At the right-hand side of the Report, the user can see an export option
Click on the Export option and the user can select the file location
Click save

03How can I print Branch wise customer reports?

Click on Report Section → under HO head → select Branch-Wise Customers
At 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

04How can I send E-Mail by attaching Branch-Wise Customer Report?

Click on Report Section → under HO head → select Branch-Wise Customers
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

05What are the details available in Branch Wise Customer Report in ACCOXI?

Branch-Wise Customer Report in ACCOXI provides details such as customer name, mobile number, e-mail, address