1 Reply by Jefficus

(2 replies, posted in Wish List)

I agree. I run a small publishing company. Most of my orders are in quantity to established retail outlets, so the typical B2B workflows in FA are perfect. But we also have two other types of sales: web-based (for which we currently use PayPal) and direct retail sales at events, such as author readings and at festivals.

I am currently seeking a way to handle these direct sales, but my problem with using the FA POS system for this is time: it takes too long to process a customer who is standing at the head of a line. My current solution is to use a paper form, accepting cash only, and then post all the FA data after the event, but this is tedious and redundant. The only thing I take to these sales is a cash box, a printer and a laptop.

I notice that many of the discussion threads regarding POS are confusing the issue of direct customer sales with cash-register operations. I suspect that many of us talking about POS would be happy with a more streamlined way to handle direct customer transaction data, and have no need to deal with cash drawers, weigh scales, pole lights, and all of that.

In my world, an ideal version of the POS system for FA would allow quick customer entry, it would produce an invoice, and it would either integrate with payment gateway systems directly, or at least allow me to input an external payment transaction code so I can link my FA transaction with an external payment, such as PayPal.

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2 Topic by Jefficus

(1 replies, posted in Items and Inventory)

I'm just in the process of rolling out FA for a new small business and I'm entering records into the system to match what we did on paper in the first week of business, before I had FA ready to go, but I've run into a problem.

We use three storage locations - a main warehouse and then two staging locations for handling small orders. One of those staging areas sold a handful of product last week, and yesterday I went in and recorded all the transactions. Unfortunately, I forgot to change the "ship from" location on the delivery form, so I now have a inventory mismatch, showing more items in my staging area than are really there, and too few in my main warehouse, which is the default setting for "ship from". I have already dispatched the deliveries with this erroneous info, and posted the invoices.

Is there a way that I can edit the delivery records to change where the inventory came from, or am I out of luck on the easy fix, since things have now been posted? And assuming I have to do things the hard way, which way would be best? Transfer a corresponding amount of stock from the staging area back to the main warehouse? Some kind of GL correction? I'm a complete newbie when it comes to formal accounting, so any advice would be appreciated.

J

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3 Topic by Jefficus

(1 replies, posted in Setup)

I'm new to FA, using it to run a small publishing company. For each item we have in inventory, we have a number of potential stake-holders who receive a royalty. For example, on one title, the author gets 40%, the illustrator gets 10% and the company itself retains the remaining 50%. These are percentages of the net.

Ideally, I'd like to be able to set up those allocations when I enter a new item into inventory, and have the proceeds automatically split into associated ledger accounts whenever I post a sale of that item. Is this possible in FA? Is there a way I can fake it?

Jefficus

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