SALES-Invoice doesnt go to the shop that orders-

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I have a bit a problem with sales. One of our customers , let´s say a supermarket chain, has the following internal structure: It has a Central office which organizes all the different stores spread all over the country under “regions” .

We get the orders , let’s say bicycles, from those stores.

We ship the merchandise to them but we have to charge the invoice against the region these stores belong to and send this invoice to the central office, which it is where the payment will eventually come from. And in this invoice we send to the Central office it has to contain the Region , the store where we sent this merchandise to and obviously as a head line, the Central Office name and address.

How can this be achieved? How can I arrange a customer card in order to achieve that? Or even the sales order? Or invoice card?

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Nareshwar Raju Vane... 5,596 on at

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Hi,

How you tried setting up Sell to Customer and Bill to Customer?

You can create different customer cards for Central office and the stores.

You can specify the store as Sell to Customer and specify central office as Bill to Customer on the sales order.

Hope it helps.

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Alexander Ermakov 28,096 on at

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If your customer wants to be the one legal entity you work with, you anyway would need to have one Bill-to Customer in the sales order. However you can have different Ship-to customers, or even define different sales locations through Sales Address List. In the Sales Order, on the Shipping tab there is a field "Ship-to Code", which is used when you need to select different customer's locations.

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Community Member on at

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Hi,

Option 1)

This seems that, you are treating each and every outlet as separate company, as you might be requiring the Balance Sheet by Store.

Ideal way is to create separate company by outlet and then work with the Inter-company Transactions (Purchase & Sales)

Option 2)

Create each & every store as Customer in the system and Central Office as Supplier.

Further, each & every shop has to raise the purchase order to Central Office and Central Office to raise the Sales Order for the shop.

Central Office will ship the Material against SO and Outlet will receive inventory against their PO.

Further, you can settle the payment against Vendor & Customer Ledger (Outlet & Central Office)

However this is bit complicated & confusing process as you are working in the same company and managing sales & purchase transactions to meet your requirements.

Option 3)

Use normal Transfer Order to transfer the material between Central Office to Outlets and then manage the Financial transaction via General Journal or Invoice Journal separately, which would be the simplest and easiest solution to manage,

You can choose the option as per your client need.

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Community Member on at

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and if I create just a customer with different shipping adresses..Can I then group this shipping adresses to know how much I have sold to what group of adresses? I couldnt find anything like dimensions in the shipping address card

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Alexander Ermakov 28,096 on at

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You can utilize some of the existing fields in Address table, e.g. Country/Region Code or Post Code (check 222 table). You can put the same values as you wanted for dimension values

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Community Member on at

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Thanks for your fast answer Mr. Ermakov. I am aware of those fields, we are adviced to not use that Contry/ Region code as that regards to countries and it may yield some VAT implications, regarding the post code , we would like to use the real post code and not a code to organise the different shipping addresses. About your dimensions approach...could you explain it further?

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Alexander Ermakov 28,096 on at

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As far as I understood, you have a need to analyze and filter out/group the sales by certain values. In your sales document you will select the same customer always, but different shipping addresses in the Shipping tab of the sales invoice. Then here are some options:

You can utilize some of the unused fields in shipping address, post sales invoice and then query your sales data by this criteria.

Another option is that you create a separate dimension for that purpose and fill it with needed values; then you can select manually a certain value of certain dimension in the header of the sales invoice and post it. There will be no automated selection of the dimension value based on the shipping address you would select.

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Community Member on at

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sorry.I wrote that question mark because your mail showed blank in my computer before, I can see your answer now

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Community Member on at

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Use "Service Zone Code" field.

You can also build report from Sales Invoice Header as Ship To Address Code would get transferred to this table after posting.

Ideal way would be to use Sell-To Customer & Bill-To Customer as both these fields would be available in Cust. Ledger Entry and you would be able to get the standard reports easily by Sell-to & Bill-to Customer

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