Handling Customer Debts Using Saleculator Software

Adding Customer from the Customer Screen #

1. Administration Menu > Customers > Click “Customers” button
2. On the Customers screen enter a “Search Key” e.g. 1,2, etc.,
3. Enter “Name” of the Customer
4. Press the “+” icon on the top right corner (This will add the customer to the list)
5. Press the “Save” button on the top right corner
6. Repeat steps 2 to 6 for additional customers

Assigning Maximum Debt Limit for a customer (Normal Method) #

1. Administration Menu > Customers > Click “Customers” button
2. Choose the customer from the list
3. Enter “Max Debt” e.g. 1000, 5000, etc.,
4. Press the “Save” button on the top right corner

Making a Debt Sale #

1. Click the “Customer List” button from the top left corner of the Sales screen
2. Click the “Search” button or enter the search key on top and click the “Search” button
3. Choose the customer from the resulting list and click OK
4. Click and choose the products from the products catalog
5. Click the “=” button on the keypad
6. On the Payment window click on “Debt” tab and click OK

Checking the receipt #

1. Main menu > Edit Sales > Press the “Search” key
2. Enter the receipt number or choose a date range
3. Click Execute filter button and choose the receipt from the resulting list, click OK
4. Scroll down to the bottom of the receipt to check the transaction mode

Assigning Maximum Debt Limit for a customer (Quick Method) #

1. Administration Menu > Maintenance > Execute SQL
2. On the Saleculator SQL window copy paste the below script on the top field and click the Play button
   ALTER TABLE CUSTOMERS MODIFY COLUMN MAXDEBT DOUBLE DEFAULT 1000;
   (Note: You can edit the maximum limit on the above script as per your needs. We have taken 1000 as an example for this demonstration.)
3. Successful execution will show “Update count: 0” on the “Resultset 1” field below
4. Close the window. This will automatically assign your maximum debt limit to every customer created afterwards.

Making a debt sale by adding customer from the “sales” screen #

1. Click the “Customer List” button from the top left corner of the Sales screen
2. Enter the search key for the new customer
3. Enter the name of the customer
4. Click the “Save” button and click OK
5. Click and choose the products from the products catalog
6. Click the “=” button on the keypad
7. On the Payment window click on “Debt” tab and click OK

Making a debt sale by adding customer from the “payment” screen #

1. Choose products from the products catalog on the sales screen
2. Click “=” on the keypad
3. On the payment window, click the “Debt” tab
4. Click on the “Customers List” button next to the name field
5. On the “Customers List” window enter the customer details, save and click OK
6. You can see the Max debt getting added automatically (Only if SQL script is executed), Click OK

Making a Partial Debt Sale #

1. Choose/create the customer from the Sales screen (or choose/create the customer from the payment screen)
2. Choose the products from the products catalog
3. Click the “=” button and on the keypad
4. On the Payment window click on the Cash tab and enter the amount provided by the customer on the keypad and click the “+” icon on top, next to the Remaining amounts field
5. Click on the “Debt” tab and create the customer (If not created from the Sales screen)
6. Click OK
7. You can confirm the payment modes by checking the receipt

Viewing Customer and Debt reports #

1. Administration Menu > Customers > Click “Customers” button
2. Under reports, click on the “Customers” button and click on the “Execute report” button
3. This report will have details like Customer Name, Serial number, Current Debt, Date of transaction, Advance payment and date, Maximum debt limits for each customer, and points.
4. Under reports, click on the “Customers defaulting” button and click on the “Execute report” button
5. This report will show you only the current debts with the customers which are still not closed.
6. Under reports, click on the “Customers diary” button
7. Here you can view the debts reports by customers or by the date range using the filters available
8. After choosing the filtering options click on the “Execute report” button
9. This will bring you reports for a specific customer or date range. It will show the Customer name, Serial number, Date, Ticket number, Payment mode, Total amount
10. Under reports, click on the “Customers debts” button and click on the “Execute report” button (You can also use the customer and date filters)
11. This will pull the Customers debts reports of all the customers or specific customers (This is somewhat similar to the Customers diary)

Methods of Settling Customer Debts #

Complete Settlement of receipts #

1. Main Menu > Settlement > Single click the specific receipt to settle by locating the ticket number or the amount > Click on the settle button (You can also pull the receipts from the Edit Sales button under Main Menu by searching with the ticket number)
2. On the Payment window choose the payment mode (Cash/Card/Free) enter the payment amount and click the “+” icon and click OK. This will result in complete payment for this receipt
3. To check the debts settlement status go to the Customers diary and click the “Execute report” button. This will show the debt settlements and payment modes for the receipts of the customer.

Partial Settlement of receipts #

1. Main Menu > Edit sales > Search
2. On the “Bills” window enter the receipt number to search or choose the date range to pull the receipts between the dates.
3. Choose the receipts and click OK. This will bring up the copy of the receipt on the screen
4. Click the “Edit” button on the top, this will route you to the sales screen with the bill details
5. Click on “=” on the keypad to open the Payment window
6. On the Payment window choose the payment mode (Cash/Card/Free) enter the partial payment amount and click the “+” icon and click OK.
7. Now click on the “Debt” tab to transfer the balance to the Debt mode. Click OK
8. Repeat steps 1 to 3 to pull the receipt and check the current payment modes
9. To check the debts settlement status go to the Customers diary and click the “Execute report” button. This will show the debt settlements and payment modes for the receipts of the customer.

Bulk Settlement of multiple receipts #

1. Main Menu > Payments > Customer > Customers List Button
2. On the Customers, list window click the Search button, and choose the customer from the resulting list and click OK
3. This will show the total debt amount pending under this customer
4. Click on the “Pay debt” button to open the Payment window
5. On the Payment window choose the payment mode (Cash/Card/Free) enter the payment amount and click the “+” icon and click OK.
6. This will turn the current dept to zero for this customer. To check the debts settlement status go to the Customers diary and click the “Execute report” button. This will show the debt settlements and payment modes for the receipts of the customer.

Issues causing Inactive OK button on the Payment Window #

1. When the customer is not chosen/created
2. When the maximum debt amount is not assigned for the customer
3. When the total transaction amount surpasses the maximum debt limit for the customer

Taking a printout of the Customer Reports Diary #

1. Administration Menu > Customers > Customers Diary > Execute report
2. On the Customers diary screen click on the printer icon button from the top left hand side
3. Click OK and it will print the customer diary reports (You can also print individual customer reports by using the filter options after clicking the Customers diary button)