| **Search** | Search Debtors |
| **Create Reminder** | Create a reminder for a Debtor |
| **Edit button** | Click the edit button to make changes to an existing Debtor. |
| **Expand button** | To show more search filter criteria or a Contract button to show less search filter criteria |
| **Print button** | Print all the debtors listed in the system sorted alphabetically |
| **Export Debtors button** | Export debtors list to Excel spreadsheet. |
| **Export Contacts button** | Exports Contacts to an Excel spreadsheet |
In the Basic Search tab, if the debtor’s code or name is left blank, this will bring back all the debtors listed in the system sorted alphabetically. If the cursor is placed on Name at the column head, this will sort the names A-Z or Z-A as preferred. Remember to put a tick by remove paging so it sorts by all customers/ debtors or this will only look at a current page
The Custom Search tab searches according to the category selection on the drop-down arrow, and the system will bring back all that is selected in that category. # Customer Price Enquiry Menu # Customer Price Enquiry Customer price enquiry provides the ability to see previous prices for a customer, which can be useful for resolving disputes or understanding pricing trends This green Shows an overview breakdown of the price, such as base price, discounts, VAT/GST or other adjustments that apply **Debtors Module> Analysis> Customer Price Enquiry** [](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/hWZimage.png) # Debtor Analysis Menu # Debtor Analysis Search Analysis of all the posted customer/ debtor information in one place [](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/bJnzadimage.png)| **Search** | The search button will search for the items you selected for the search |
| **View** | The View button allows the user to see the details of a quote or invoice etc. |
| **Clone** | This button allows you to create a duplicate copy of a transaction |
| **Create Template** | Save transaction documents as a template to use for similar transactions later |
| **Related Transactions** | This will show the related transaction of an invoice Quote etc. |
| **Create Reminder** | A reminder can be created in this field for this debtor or yourself depending on what the purpose of the reminder is for. |
| **Export** | The export button allows the exporting of data to an Excel spreadsheet |
| **Print Grid** | The print button will open a quote print selection window and that will allow you to select what you want to have on your printout |
| **Print Doc** | |
| **Customer** | This is where you enter the details of your customer. |
| **Outstanding Balances** | This is the monies owed to you by this client. |
| **Date From and date to** | This is the date range that governs the display of transactions against this client. |
| **Order By** | This is the directive in which you want the information to be displayed. |
| **Currency** | This is the currency used for this debtor as setup in the debtor’s setup. |
| **Total, current, 30 days etc.** | This displays the total monies due and at certain periods 4 |
| **Print Statement PDF** | A PDF statement for this debtor can be printed |
| **Print Allocation Report** | From here an allocation report for this debtor can be generated. |
| **View Linked S/N** | This allows the user to view serial numbers that are linked to items |
| **Debtor/ Customer Enquiry** |
| **Transaction List Tab** | Shows a list of transactions involved |
| **View Accounts Tab** | To view the t-accounts |
| **Print Grid button** | To print the transactions |
| **Print T Account button** | To print the T accounts |
| **Transactions Tab** | Will list all the transactions for this debtor (date range inconsideration) |
| **Debtor Detail** | Will display the company information for the selected client |
| **Quotes** | will show all the quotes |
| **Jobs** | Shows all the Jobs |
| **Invoices** | Shows All the Invoices |
| **Credit Notes** | Any Available Credit Notes |
| **Debit Allocations** | Shows Debit allocations |
| **Credit Allocations** | Shows Credit allocations |
| **Cashbooks** | Shows you the available processed cashbooks |
| **Journals** | Will display all the processed Journals for this Debtor |
| **Document Type** | Select the type of document you wish to find. |
| **Document Number** | Enter a specific document number if applicable. |
| **Debtor Code** | Enter a specific debtor’s code to narrow down search results. |
| **Date From and to** | Enter the time frame in which the search should run. |
| **Short Description** | Enter the short description that would appear on the document. |
| **Order By** | Select the order in which the results should be displayed. |
| **Sales Rep** | Select the sales representative to narrow down search results. |
| **Debtors Name** | Enter the Debtors name to narrow down search results. |
| **Reference** | Enter a reference that would have appeared on the document. |
Remember to be mindful of the date range when searching for a document
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/KLAimage.png)| **Search** | The search button will search for the items you selected for search |
| **View Transaction** | |
| **Related Transactions** | This will show the related transaction of an invoice Quote etc. |
| **Show Back Order Qty** | This is the amount of stock items ordered but not yet shipped |
| **Show Outstanding Items** | These are items that have been ordered or requested but have not yet been dispatched, partially dispatched, or are pending delivery |
| **Search** | Search for a list of cashbooks in the system |
| **View Cashbook** | View the Cashbook entries. |
| **Related Transactions** | Check the Posting of the Cashbook Transactions |
| **Save As Template** | Save this Cashbook as a template to use for similar transactions. |
| **Print** | Print cashbook |