Open this month, and the risk, from the same place.

The month’s summary and the risk, in one place.

• Reports

  You see the month’s sales, collections, purchases, and expenses. You also open the day’s shipments, the cash balance, what you owe suppliers, and trips by plate.

• Risk

  The customer’s debt, open orders, and cheques in the portfolio are looked at together. Dispatch stops when the limit is full, or when there is an overdue debt. An authorized person can let it continue by writing a reason.

• Reminders

  You see customers with an open balance, and cheque dates that are coming or already past. If the company’s WhatsApp account is connected, a balance reminder goes to those customers.

Open the summary, see the limit, and remind.

To go on, a reason is written.

1. 01

   Read the month

   Sales, collections, purchases, and expenses open from the same place.

2. 02

   Check the risk

   Dispatch stops when the limit is full. An authorized person can write a reason.

3. 03

   Send a reminder

   If the account is connected, a reminder goes to a customer with an open balance.