Customer Filter

YouTube: How to Filter Customer List by GST Registration Status in Sale Bill ?

How to Filter Customer List by GST Registration Status in Sale Bill?

In this tutorial, we will guide you, how to use the "Customer Filter" option to efficiently sort between registered and unregistered customers or view them all with a single click. Let’s explore the steps in detail.

Steps to Use the Customer Filter:

• Access to the "Sale Voucher Configuration"

• Select the Relevant Billing series.

• Locate the option labeled "Customer Filter".

• This filter offers several parameters to help you sort customer data.

  • None

  • Registered

  • Unregistered

As mentioned above, follow the given steps and select the appropriate option from the dropdown as per your requirement.

Exploring the Customer Filter Parameters:

• Parameter 1: "None"

  • The "None" option will display all customers, regardless of their GST registration status.

  • Usage: This option is useful when you want to view all customer accounts in the account search list without any filters applied.

• Parameter 2: "Registered"

  • The "Customer Filter as Registered" option ensures that the account search list displays only those customers who are registered under GST.

  • Usage in Action:

    • During the billing process, the account search list will show only GST-registered accounts.

    • Verification:

      • To confirm, go to the Setup New Account window by pressing the F2 key. Here, you can verify that the account is indeed registered under GST.

• Parameter 3: "Unregistered"

  • The "Account Filter as Unregistered" option filters out customers who are not registered under GST.

  • Usage in Action:

    • During the billing process, the customer search list will display only unregistered accounts.

    • Verification:

      • To verify, go to the Setup Account window. You will see that this account has been marked as unregistered.

Summary:

• You can use the Customer Filter option to quickly view customers based on their GST registration status—whether they are registered, unregistered, or if you prefer to see all customers.