Sales Tracking Advice

[wwwedward]

We need the best solution with macola to accomplish the following:

We have a order entry situation requireing items ordered that orginate from a certain office be very well tracked for amount sold etc.. We could have "customer a" order product from "office b" and "office c". We need to distinguish the sales that orginate from "office c". It all ships from the same place even same item number. We wanted to avoid creating duplicate customer or item numbers. We will have to pay office c a % of the sales generated thorugh their office. ?

Thanks

 

[dgillz]

Not shipped from office c but "originate" from office c? How do you define originate?

Software Sales, Training, Implementation and Support for Exact Macola, eSynergy, and Crystal Reports

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[wwwedward]

The "office c" is simply verbal. The customer must tell us they are odering from "office c".

 

[MacolaHelp]

Have you thought about using profit center accounting for this purpose? You can get reports & GL info based on using this switch in oe setup.

 

[wwwedward]

Yes we post now via the customer type and associated profit center. We would have to use seperate order headers because we could not mix items on the same header that were orginated from different offices. Maybe a field on each line item could flag the order line detail as orginating from what office?

 

[AKPolarBear]

What about using stocking locations to designate origin?
It would require some stock transfer work but depending on volume, that may not be a big issue.

Otherwise, using a UDF for each line item maybe the next best solution coupled with a crystal report to break out the information.

 

[MacolaHelp]

Do you have office c & office a items on the same order? If not, you could make office c a salesperson & that would calculate commission on % sales & provide you w/reports in AR based on invoices or cash receipts.