# Customer-wise RP Deposit Balance

<p class="doc-lead">Current monetary deposit balance held against returnable packaging for each customer — how much deposit Retailer A has on 50 milk crates, or the large deposit on an ice cream deep-freezer. Filter by customer, group, or category.</p>

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<p class="doc-toc-title">On this page</p>
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<a href="#/rp/reports/customer-wise-rp-deposit-balance?id=overview">Overview</a>
<a href="#/rp/reports/customer-wise-rp-deposit-balance?id=use-cases">Use Cases</a>
<a href="#/rp/reports/customer-wise-rp-deposit-balance?id=filters">Filters</a>
<a href="#/rp/reports/customer-wise-rp-deposit-balance?id=columns">Columns</a>
<a href="#/rp/reports/customer-wise-rp-deposit-balance?id=actions">Actions</a>
<a href="#/rp/reports/customer-wise-rp-deposit-balance?id=faq">FAQ</a>
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<h2 id="overview">Overview</h2>

Go to <b>RP → Reports → Customer-wise RP deposit balance</b>.

<p><b>What it shows.</b> One row per customer with party code, name, phone, customer group, category, and current <b>RP deposit balance</b> (money held as security for returnable packaging).</p>

<p><b>When to use it.</b> Review total deposits outstanding across customers, or filter by customer group before month-end settlement.</p>

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<h2 id="use-cases">Use Cases</h2>

<ul>
<li><b>Finance</b> — Total RP deposits liability across all retailers.</li>
<li><b>Credit team</b> — Customers with large freezer deposits before approving additional credit.</li>
<li><b>Van-sales manager</b> — Deposits collected today vs outstanding by route group.</li>
</ul>

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<h2 id="filters">Filters</h2>

<b>Customer</b>, <b>Customer Group</b>, <b>Category</b> — all optional. Auto-generates on open.

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<h2 id="columns">Columns</h2>

| **Column** | **Description** |
|------------|-----------------|
| Party code | Customer party code. |
| Name | Customer name. |
| Phone | Contact phone. |
| Customer group | Customer group. |
| Category | Customer category. |
| RP deposit balance | Current deposit amount held. |

Footer row shows <b>Total</b> deposit balance.

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<h2 id="actions">Actions</h2>

<ul>
<li><b>Generate</b> — refresh the report</li>
<li><b>Export</b> — export to Excel</li>
<li><b>Print</b> — print the report</li>
</ul>

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<h2 id="faq">FAQ</h2>

<p><b>How is deposit balance different from crate quantity?</b><br>Quantity is tracked on Customer RP (how many crates held). Deposit balance is money collected via <a href="#/rp/rp-deposit">RP Deposit</a> as security — typically Rate × Quantity per RP item. For deposit value and quantity broken down by RP item against current stock, use <a href="#/rp/reports/customer-wise-rp">Customer Wise RP Stock</a>.</p>

<p><b>Where is deposit movement history?</b><br><a href="#/rp/reports/customer-rp-deposit-summary">Customer RP deposit summary</a> for one customer's deposit/refund ledger.</p>
<p><b>Deposit vs stock?</b><br>Cash deposit balance — not the same as crate count on hand.</p>
<p><b>Refund planning?</b><br>Use before bulk RP Deposit refund run.</p>
<p><b>Approved movements only?</b><br>Reports typically include approved RP transactions in the date range.</p>
<p><b>Field sale app data included?</b><br>Customer RP from Field Sale App appears when approved on web or mobile.</p>