Account Summary
What is displayed within my Account Summary?
The Account Summary displays customer account information e.g. Name, Address, Contact Details, Account Number and Account Balance Information e.g. Last Statement Balance, Current Months Trading value, Total Balance Outstanding and the Overdue Balance To Date.
How do I view my Account Summary?
Your Account Summary is displayed as the opening page after you login. Your Trading Account is displayed first.
How do I view summaries of other accounts held?
Hover the mouse over your Account Number located on the top right hand side of page. This returns a list of all the accounts held by the user. Click on the desired account to view the Account Summary for that Account.
How can I see a breakdown of Current Months Trading?
Click on the current months figure, which is a link to the statements. This shows all the transactions for the current month for the particular account chosen. Click on Statement to return to Account Summary.
Can I view a printer Friendly Format?
Yes by clicking the word or excel icon located in the top left of the page. This exports the data on the screen to word or excel where a user can the print the page in a printer friendly format.
Statement
How do I view my Statement?
Click on the Statement tab. An up-to-date statement for the current month is displayed. All columns, except for Balance, may be sorted in ascending or descending order by clicking on the column headings. The statement may be downloaded to Word, Excel or PDF by clicking on the required icon on the top, left hand corner of the page.
How do I view a Statement for a previous period?
Click on the Statements tab. On the drop down field with the current month displayed, click on the down arrow and select from the list displayed a previous month.
How do I view the details of a docket on my Statement?
Click on the required Docket Number displayed under the Docket column. All columns may be sorted in ascending or descending order by clicking on the column headings. To return to Statements, click on the Docket Detail link.
How do I view statements of other accounts held?
Hover the mouse over your Account Number located on the top right hand side of page. This returns a list of all the accounts held by the user. Click on the desired account to view a Statement for that Account.
Financial
How do I view my Financials?
Click on the Financials tab. An up-to-date statement for the current month is displayed. All columns may be sorted in ascending or descending order by clicking on the column headings. The Financials may be downloaded to Word or Excel by clicking on the required icon on the top, left hand corner of the page. Financials will always return data a year from the date accessed to the current date. A graphical representation of the Financials can be viewable via a line graph or a bar chart located at the bottom of your screen.
How do I view a breakdown of cost for each month?
To view the breakdown totals for each particular month just click on a month. This will bring you to the statement screen for the chosen month showing each individual transaction.
How do I view Financials for other accounts held?
Hover the mouse over your Account Number located on the top right hand side of page. This returns a list of all the accounts held by the user. Click on the desired account to view a Statement for that Account.
Orders
How do I view my Order?
Click on the Orders tab and select the "From" and "To" dates from the Drop Down Lists for which you want to view orders and click on Go>>>. Orders can also be searched by Status by clicking on Status drop down list and clicking on Go>>>. All columns may be sorted in ascending or descending order by clicking on the column headings.
How do I view a particular order in detail?
Click on the required Order Number. The order Code, Product Description, Quantity, Value and Total are displayed. All columns may be sorted in ascending or descending order by clicking on the column headings.
How do I view Orders for other accounts held?
Hover the mouse over your Account Number located on the top right hand side of page. This returns a list of all the accounts held by the user. Click on the desired account to view orders for that Account.
Can I view a printer Friendly Format?
Yes by clicking the word or excel icon located in the top left of the page. This exports the data on the screen to word or excel where a user can the print the page in a printer friendly format.
Purchases By Month
How do I view my Order?
How do I view my monthly purchases?
Click on the Purchases tab and then click on the By Month sub tab if it is not automatically selected. The total value of sales per month is displayed in a table format. A graphical overview may also be displayed by clicking on Line or Bar format. Click on the required month to view a breakdown per department for that month. All columns may be sorted in ascending or descending order by clicking on the column headings.
Can I view a printer Friendly Format?
Yes by clicking the word or excel icon located in the top left of the page. This exports the data on the screen to word or excel where a user can the print the page in a printer friendly format.
How do I view Purchases for other accounts held?
Hover the mouse over your Account Number located on the top right hand side of page. This returns a list of all the accounts held by the user. Click on the desired account to view purchases for that Account
Purchases By Department
How do I view the purchases by department?
Click on the Purchases tab and then click on the By Department sub tab. Select a desired date range by using the monthly date range search or search from by a particular date and press the Go>>> button. Information may be displayed at Branch, Department, Product Group, Product Group Sub I, Product Group Sub II or Product Level by clicking on the right arrow to the right of each department. All columns may be sorted in ascending or descending order by clicking on the column headings.
How do I view details of each Docket?
Click on any figure in the Value column or drill down to any dockets through particular groupings by clicking on the grouping heading e.g. Group ---> Sub Group ---> SUB Group II ---> Product
Can I view a printer Friendly Format?
Yes by clicking the word or excel icon located in the top left of the page. This exports the data on the screen to word or excel where a user can the print the page in a printer friendly format.
How do I view Purchases for other accounts held?
Hover the mouse over your Account Number located on the top right hand side of page. This returns a list of all the accounts held by the user. Click on the desired account to view purchases for that Account
Nitrates Breakdown
How do I view my Nitrates Breakdown?
Click on the Nitrates Breakdown tab. Insert the From/To fields to display the Nitrates breakdown for a particular month or a range of months and press Go. All columns may be sorted in ascending or descending order by clicking on the column headings.
Forward Sales
How do I view my Forward Sales?
Click on the Status drop down list and select the status of the Forward sales you are searching for. All columns may be sorted in ascending or descending order by clicking on the column headings.
Can I view a printer Friendly Format?
Yes by clicking the word or excel icon located in the top left of the page. This exports the data on the screen to word or excel where a user can the print the page in a printer friendly format.
How do I view Forward Sales for other accounts held?
Hover the mouse over your Account Number located on the top right hand side of page. This returns a list of all the accounts held by the user. Click on the desired account to view Forward Sales for that Account.
General Queries
Is it possible to save the displayed information in a different format e.g. Word, Excel?
Yes, click on the required Word or Excel icon on the top
left corner of the page and save as normal.
How do I print?
There are three different ways to print:
- Within
the Internet browser, click on File/Print.
- Download
the form to Word by clicking on the Word icon, located at the top left
hand corner of the page and print as normal within Word.
- Download
the form to Excel by clicking on the Excel icon, located at the top left
hand corner of the page and print as normal within Excel.
Account Summary