On Account Balances Loader

Here, you can save all details of On Account Balance using Loaders. 

Autozilla POS's On Account Balance feature helps businesses track customer debts and outstanding balances, while the Loader feature simplifies inputting and saving customer information, including balance amounts and payment histories.

Step 1: Upon selecting the "On Account Balances Loaders" option from the drop-down list, the subsequent page will be displayed.

Step 2: On the Loader screen, download the On Account Balances Master Loader excel format.

Step 3: Enter all required data into the excel sheet.

Step 4: After entering the data into the excel sheet, browse for the file and upload it, then select the Upload to Grid option.

           

Step 5: So, after choosing the Upload To Grid option, all data will be displayed below the loader upload box.

1. On the Loaders screen, we can modify or delete any of the uploaded items using the available options located at the top, namely "Edit" and "Delete".

            

1. To edit the group click on the Check box and then click on the Edit option.

1. After selecting the Edit option, a pop-up screen will appear on the Loader screen.

            

1. After editing the data, click on the Update Option.
   
2. In order to remove the Group from the Uploaded data, click on the check box and the Delete option.
   
3. After selecting the delete, the pop-up confirmation page will appear on the Loaders screen.

            

1. Now click the delete option to remove the selected group from the uploaded data.

Step 6: To save the uploaded data into the POS system, simply click on the "Save" option located in the upper right corner.

Step 7: The groups have been successfully created in the POS and can now be viewed within the POS settings module.

Overall, the On Account Balance feature and Loader in Autozilla POS can be powerful tools for businesses looking to manage their finances and customer relationships more effectively. By staying on top of outstanding balances and payment histories, you can improve our cash flow, reduce risk, and build stronger, more profitable relationships with your customers.

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