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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Site Segment Substitut...
Microsoft Dynamics GP (Archived)

Site Segment Substitution to Track Sales Channel

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Posted on by Community Member

Hello, we sell the same item from different sales channels: Website, Amazon, Retail Store, etc.  I'm wondering the best way to track sales from each sales channel to see which are most profitable and which are least profitable.  And I'm wondering if I can use Site Segment Substitution to track sales channels.  And if so, how to set this up.  I don't want to change the distribution on each item we invoice.  thanks!

G

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  • Verified answer
    Steve Plitzner Profile Picture
    Steve Plitzner on at

    Gi,

    The inventory site segment substitution is probably not the best fit for your need.  I'm guessing that your items are sales inventory type (tracking quantities and costs) and maybe you only have a single physical inventory location, so you would have to transfer inventory to those 'virtual' sales channel sites first or override a quantity shortage when booking a sale against it.  If this is the case then there are better ways to approach this.

    The underlying implication with inventory site segment substitution is that you stock inventory at each of those sites so when you make a sale, the Inventory, Sales, and COGS GL default distributions from the inventory item adjust accordingly so that the accounting aligns with the correct site segment to provide for site (often representing store location) P&L financial reports.   

    You can make this a reporting exercise by carving out your sales and COGS by doing either a SSRS, Excel, or Crystal report to analyze additional pieces of SOP transaction information in relation to your period sales.  If all line items on a single invoice transaction are from the same sales channel then you can use one of the sales user defined fields (pick list seems appropriate) to capture the sales channel source on each transaction.  Then you would essentially be doing Pivot Table analysis to tally sales and COGS by sales channel but still only stocking and selling from a single inventory site.  I would caution that for reporting and process accuracy you would want this SOP user-defined entry consistently selected on every SOP invoice so you may want to consider a customization to force users into this window and put the focus on that field to force a selection on a required field.

    Another approach might be to use the SOP order/invoice type IDs.  Here you are carving out your various order and invoice transaction types (WEBORD transfers to a WEBINV, AMZORD transfers to a AMZINV, RETORD transfers to a RETINV) and again applying the reporting approach but pivoting on the SOP invoice type ID  The SOP type ID is a required field so this may be a better approach.

    There are likely other ways to approach this too that I haven't mentioned.  Good luck.  

    Steve

  • Suggested answer
    L Vail Profile Picture
    L Vail 65,271 on at

    Hi,

    I agree with Steve. I like the idea of using different SOP IDs but I see how this could result in many errors because the user would need to remember to change the ID. I had another idea where you would set up Kits that had item numbers starting with 'A' for Amazon, the kit would include only one item which is the generic item without the 'A'. You could use the same warehouse and wouldn't have to maintain numerous item numbers for the same base item. Another thing you might consider is to set up Lots that equal the different sales channels. You would have the Amazon lot, Retail Store lot, etc.

    On the invoice you would need to indicate the lot which would identify the specific sales channel. Using this method you could also have lines from multiple sales channels on the same invoice.

    Let me know what you think.

    Kind regards,

    Leslie

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