customer with multi branches

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we have customer which has many branches , we issue invoices for each branch and receive payments as per each branch , sometimes we need to issue statement of account on the branch level and other time we need to issue accumulated statement of accounts for the whole customer branches , HOW COULD WE CREATE THAT CUSTOMER AND BRANCHES

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Pranav Kumar on at

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Hi;

One of the option could be to create different branches as different customer so that you can invoice and receive cash separately. They can have different aging also in that case. In this case, you can use customer classification group for similar parent customer. You can use report like internal customer statement and run the report for customer classification group so that system will show the statements for all the child customers.

Second option is to use invoice account. The branches can have one customer account as invoice account, but financially, it restricts some visibility as all posting will go to parent account.

I hope this is for normal AR and not for project accounting. Please let us know if the situation in your case is different.

Thanks

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Community Member on at

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thank you so much

yes that is for normal AR

I will give an example of the customer Carrefour Super Market , we could have Carrefour #1 , Carrefour # 2 , Carrefour #3 and Carrefour #4

the customer sometimes request to discuss individual sub statement of account for example Carrefour #3

and other times the customer will request dated statement of account for all Carrefour

first option you suggested that we are going to create customer group called Carrefour

maybe it will be ok , that case is common as you could have many CHAIN customers so with every customer we are going to open group

in regular small Accounting applications , they have main account and sub-account

I just shared you the case in details enabling us to find smoother solution on the ground

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Fredrik Sætre 12,644 on at

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I would suggest using individual companies woth individual invoice and use the Sales demographics > Chain. Then create statements grouped by this element. You can simply use an excel export of custtrans or amend (preferably copy) the customer statement report to include chain as a grouping element.

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Shaban Ibrahim kasem 45 on at

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Dear Mr Adel

I think the right way to add customer branch as address and select Purpose .

if you create separate customer for branches you will face problem while create trade allowance.

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