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Sorry about the delay getting back to you all.
@itronics I think you are doing a fine job, with FA and the forum and especially appreciate your time on the forum. For whatever reason, this go around I was having trouble getting my exact concern across, or maybe you did understand, but I wasn't understanding your response. At any rate Tom drove this one home for me and I appreciate both of your efforts.
@Tom I think you are right that would be an excellent contribution.
@ed10 I agree I would be happy to be able to select sale type on a line by line basis, though now that I am aware of all the capabilities FA already has in this area, I see how I can get by with what it already does.
I will likely revisit this after I get some more important projects completed. For now I think I will just get by with the existing functionality.
@Tom
That makes since now.
'Under Sales->Manage Customer there is a pull down menu "Sales Type/Price List"'
This is what I was missing.
Now I have another question. If I edit the prices for every item using this system, will the custom pricing be effective for the sales type or only for that customer using that sales type?
@itronics I think we just had a disconnect
@ed10 I too do not see how you can use two price list (aka sales types) on a single sales order. I can see giving a clearance price to a customer for one item, but only by changing the price here
Under Sales->Manage Customer there is a pull down menu "Sales Type/Price List"
This would be absolutely chaotic to manage on a large scale. I definitely see your concern and hope that this has already been addressed and we simply need the right person to read your question.
Thanks ed10, now someone is seeing my point.
@itronics I checked Sales/Maintenance/Sales Types. You can add a sales type, but the mark up for the entire item list has to be the same. ed10 and I are pointing out that any company selling multiple lines can reasonably expect that they are going to want to have some items marked up higher than others. For example if I sold car stereos it might look like this.
JVC stereos +25% markup
JVC accessories +40% markup
Kenwood Stereos +18% markup
Kenwood accessories +30% markup
Cable, wire and other install materials +50% markup
This can be accomplished by entering the prices for each item, but now we need to consider wholesale and commercial customers.
With sales types you can simply make a wholesale sales type that gives a discount off retail, but it has to be the same for every item in inventory. Since you don't have the same markup for every item in inventory you don't want the same discount for every item in invetory. In this example
a Kenwood stereo that cost 100 would retail for 118 a 15% wholesale discount would make the sale price 100.30. That is not reasonable!
If a JVC accessory cost 100 it would retail for 140 a 15% wholesale discount would make the sale price 119. That is reasonable. Hopefully this example makes it clear that having a sales type that uses one percentage added or subtracted from retail is a recipe for disaster in most business types.
Having a sales type arrangement that uses a single percentage to add to the cost, will keep you from loosing money on a sale, but still prevent you from making as much money as you can.
Since we are all in business to make as much money as we can, I think I should say the only way to do that is to have price list NOT sales types. A true price list is an actual list of every single item, with an actual price or percentage of the cost associated with that item alone not the entire list. If a company intelligently groups its customers there will only be a handful of groups and a list for each group. It really isn't that hard to manage in the accounting package we currently use. FA does many things better than this other package, but this particular stumbling block is a deal breaker. I am adding this to the list of items I have to change, before FA can be feasible for our company. Hopefully this would become part of the core FA application at some point, but if I can make it happen in a module rather than changing the core files I will give it back to the community.
-Jason
Anyone else interested in authorize.net AIM module for credit card processing from FA???
Orange HRM does a fine job in the payroll and human resources management arena. It would be nice if one application did it all, but I am not aware of such an application, not open source anyway. I looked at integrating FA and Orange, but it didn't look cost effective. There isn't much in the way of overlapping features though and except in very small businesses those who use FA and Orange would likely not be the same individuals, so it didn't make much since to integrate. I am considering other integration projects as we are considering FA to replace a certain dominant proprietary application in this field.
@itronics Do I understand correctly that you came to the same conclusion that I did?
Okay I have read that sales type is another term for price list, but from what I can tell this is not true. A price is a list of all items in inventory with a special price and sales type is merely a type of sale with a percentage taken off or added on. Nowhere do I see a list. The difference being with a price list you can add 10% item 1, 12% on item 2, Subtract $3.05 from item 3, etc. . . Most companies I have worked with have multiple lines and even classes of items within the lines and do not have the same markup on all of there items nor do they apply the same discount to every item based on a price list or level as it is sometimes referred to. For example retail markup may be 40% on most items, but some 80% on others, now on the items that have 80% mark up you you have give a 60% discount for wholesale, but you cannot afford to do that for the entire wholesale sales type, because you would loose your shirt on the items that only had 40% markup in the first place.
So my question is two fold
1.) Is there a way to add actually price list instead of sales types?
2.) If not and I suspect there isn't, how do I add a sales type? I can see how it is stored in the db, but don't see how to add it from the application.
I have been looking at version 2.2.11
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