Querying - Made Easy
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The Ledger Query report in Tally.ERP 9 provides useful information pertaining to a particular party. A quick look at key information enables on-the-spot decisions, helping save the customer's time as well as letting staff provide instant solutions to the customer. Ledger Query works equally for sales or purchase transactions that are being posted, providing the information that needs to be checked, without requiring staff to exit the form being filled. All critical information about the customer and his or her previous transactions is available via the push of one button: the Ledger Query. |
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Highlights include:
• How many sales in a previous period
• Top 5 items sold to party
• Outstandings
• Age-wise information related to a Bill
• Orders pending
When dealing with suppliers, the Ledger Query report will indicate Purchase Orders pending, making a judgement of the stock situation easy and convenient. It also assists staff in planning for liquidity, thereby easing the cash flow of the business. Ledger Query reports shows outstandings to suppliers and the top 5 items bought from a particular supplier, which together with a price point reference provides a better understanding of why the business is buying from that supplier. For instance, if one supplier provides goods that are more expensive than those offered by another supplier, it might still be of business advantage to buy from them if they provide better credit terms. With visibility into larger dimensions, Ledger Query helps staff make more meaningful decisions.
Benefits:
• Grow business revenues by upselling or cross selling
• Settle bills without going into outstandings statement
• Get consolidated information in one place
• Obtain pending order information instantly
• Optimise shipping
• Make recommendations based on customer preferences
• Manage finances better
• Assess credit-worthiness of customers
• Improve customer relations
• Save time |
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