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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Track sales statistics...
Small and medium business | Business Central, N...
Suggested answer

Track sales statistics per customer workplace unit

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Posted on by Marcus Halbauer 93

Dear community,

I would like to ask you for some advice regarding how to track sales statistics for a customer as a whole and per customer workplace unit, if it is possible.

To make this a bit more clear, please consider the following:

We have a very large customer with several different workplace units/shops (50 +) spread out throughout the whole country. All of these workplace units are billed to a central address.

As of now, in order for us to be able to track the sales statistics for the large customer as a whole and each workplace unit individually, we have spread out the workplace units on several different customer card within  the no.-series 500 000 to 600 000.

As you can expect, if any information regarding the customer needs to be updated, this will be a quite cumbersome task because we have to update the informaiton individually on each customer card. Another issue with this is that this customer has several different cross-references, which means that we need to insert these cross-references for each individual customer card.

What I would like to be able to achieve is the following:

Only use one customer card for the large customer and use a dimension called "Workplace unit" with the different workplace units/shops as dimension values.

When registering a sales order on the customer card, we manually choose a dimension value for the dimension "Workplace unit" dependning on which workplace unit the sales order belongs to.

So my questions are:

- Is this a good way to solve my problem, by using one customer card and a dimension with several dimension values?

- Will I be able to see the sales statistics as a whole and per workplace unit? I am unfortunately not used to working with dimensions and dimension reports.

- Any other advice/solution on how I could solve my problem?

Thank you very much for your help.

  • Suggested answer
    Marcus Halbauer Profile Picture
    Marcus Halbauer 93 on at
    RE: Track sales statistics per customer workplace unit

    Hello again Steven,

    Shop A and Shop B is the same customer. The invoice will be sent to a master customer.

    That is a good idea!

    However, Shop A and Shop B do not always order to a central warehouse. Sometimes, they put the order for direct delivery to a customer, to Shop A, or even Shop B - which makes things a bit more complicated.

    But I have been rethinking and have come up with a possible solution:

    One customer card with information containing the master data of the invoicing address etc.

    When we register an order for Shop A, we put the the address, postal code and city in the fields of "Sell-to Address", "Sell-to Postal Code" and "Sell-to City". This way, we kind of can get an aggregated and individual sales statistics tracking for the customer.

    Thank you for your help!

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Track sales statistics per customer workplace unit

    Hello,

    Is Shop A and Shop B the same Customer and the Invoice will be sent to a master customer or is Shop A and Shop B separate?  If Shop A buys the items and ships to a Central Warehouse then why not use the Ship-to Address and make sure the Shop A is noted in the Ship-to Address Name and the Central Warehouse Name 2 and the address is that of the Central Warehouse. This way you can take orders from the Shops, ship to a Central Warehouse, and all under a single Customer No.

    Try this out.

    Thanks,

    Steve

  • Marcus Halbauer Profile Picture
    Marcus Halbauer 93 on at
    RE: Track sales statistics per customer workplace unit

    Hello Steven,

    Thank you very much for your answer.

    I forgot to mention that the case with this customer is often that the shop ordering the goods is not the same shop receiving the goods.

    Instead, most of the orders done by the individual shop is ordered to a central warehouse, meaning the following:

    Shop A orders to Central Warehouse

    Shop B orders to Central Warehouse

    etc.

    It was a good idea using the Ship-to Addresses, but this will unfortunately not work due to the above circumstances.

    Do you have nay other ideas on how to solve my sales statistics tracking problem?

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Track sales statistics per customer workplace unit

    Marcus,

    Your request is not uncommon for Manufactures and Distributors selling to large retailers with tens, hundreds, or thousands of store locations. The invoicing is done using a single Customer No. and all the stores are Ship-to Addresses within. When I sell to a Store that is the Ship-to Address used and invoice go to the Customer Card Address (Bill-to). Now as for reporting, I can see the entire Customer Account when running Customer Statistics. In addition, since standard BC does not have a good report that expands the Ship-to sales behind the master Customer No., I turned to Power BI and Jet Reports. Here I can create a simple report that will show all the sales under a Customer No., by Ship-to Code/Location and summarize where necessary.

    Hope this helps.

    Thanks,

    Steve

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