SQL Account DIY Customisation


Put Your Business Ideas To Work.
Enhance SQL Business Software functionality with a selection of best-selling DIY customizations and report templates. If you have any feedback or suggestion, please help by emailing us your taughts or report any problems you experienced.

List of Customisation

DIY Customisation

Batch Payment & Credit Note Knock-off

This allow user to do an unapplied Amount for Payment or Credit Note to Knock Off in Batch
It can be either by Invoice vs Payment or Payment vs Invoice

Function Lock Agent Code to Application Report

Enable lock agent code function to the application reports. It will restrict the agent (sales person) to view his own reports by login his ID. Advantages:
1. He/she cannot access other Agent's (or Sales Person) customer sales data
2. Agent (or Sales Person) can print and view their Customer Aging, Customer Statement, Sales report by themselves.
3. Cut-down the Accounts Department workload.
4. May cut-down paper cost. Because the report can be viewed on the screen by Agent themselves. Disadvantages:
1. User ID (from Maintain User) and agent code (from Maintain Agent) must be SAME.
2. You have to tick "LOCK" in Maintain User. Lock Agent function workable to the following application reports:
1. Print Customer Document Listing
2. Print Customer Balance Report
3. Print Customer Due Report
4. Print Customer Aging Report
5. Print Customer Statement
6. Print Customer Post Dated Cheque Listing
7. Print Customer Analysis By Document
8. Print Customer Sales and Collection Analysis
9. Print Sales Document Listing
10. Print Outstanding Sales Document Listing
11. Print Sales Price History
12. Print Profit & Loss by Document
13. Print Sales Analysis by Document
14. Print Yearly Sales Analysis NOTE: Lock by Agent code to Supplier & Purchase application reports are workable too.

Calculate Customer Point

Calculate customer up to date point. Point = IV Amount + CS Amount + DN Amount - CN Qty

User can view and select certain Item Code by Stock Group

This is for some company business nature which have 2 or more different type of business nature, the salesperson can view the respective Itemcode. Those reduce the unnessary of item from the pull down.

Override with Password when Print Count more than 1

This is a special control for the user who needs to control the user only can print for 1 time, in order to reprint have to request for the permission user to override with the User Name & Password.

Recurring System

This module is suitable for Apartment Billing (eg Water, maintenance, etc) Features: Able to Set Min Amount Charge for Water Rounding Mechanism for Water Water reading can be in Decimal Point Able to cater Water Rebate Able to generate overdue interest

Report Design

Customer Statement Report Group by Company Category

This report groups same company category info together in one Customer Statement report.

Salesman Commission Report

System generated salesman commission report. This commission report will be based on different company policy and different commission scheme.

One Click Email to Multiple Customers

Specific report designed to email to multiple customers at one click.

Debtor/Customer 6 Months Aging Report

Debtor/Customer 6 months aging report specially designed to extract the following info: 1. MTD Sales 2. YTD Sales 3. MTD Pay 4. Last Pay 5. Telephone 6. Credit Limits 7. Terms 8. Contact Person 9. Area 10. Agent 11. Address Report footer ending with summary results %.

Stock Received / Issue Listing - Monthly Qty

This report generates Stock Received / Issue Monthly Qty, will group by Item Code.
This report enables to show Stock Received/Listing on column view.
Also available for the Report as below :
1. Stock Received - Monthly Stock Value
2. Stock Issue - Monthly Stock Value

Customer Daily Sales Qty

Generate the Report with Customer Daily Sales Qty, will group by customer follow by item code.