Outstanding balances Loader

Outstanding balances Loader

Here, you can save all your Outstanding Balances details using Loader; let’s see how.

The Loader feature in Autozilla POS allows businesses to conveniently save and manage outstanding balance details for their customers. This functionality proves to be particularly useful for businesses that offer credit options or installment payments to their customers.

To utilize the Loader feature for managing outstanding balances in Autozilla POS, you will need to create a CSV file containing the necessary information. The file should include the customer's name, contact details, outstanding balance amount, and any additional notes or comments.

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

  
Step 2: On the Loader screen, download the Outstanding balances 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.
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Overall, using the Loader to manage outstanding balances in Autozilla POS can help you to streamline our operations, improve your cash flow management, and provide better customer service.

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