• From: Colombia
  • Registered: 12/29/2014
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Topic: Recurrent invoices and sales groups

From what I can see sales groups are only used in recurrent invoices; for sending a recurrent invoice to multiple customers: To manage this or to see which customer will get a recurrent invoice, it is necessary to wade through every customer to see which if any sales group they are assigned to; or keep a separate spreadsheet with this information on: Neither option is ideal and both leave plenty of room for human error. Its difficult with 50 customers, with hundreds...???

Proposal: Modify the existing Customer Detail Listing report to include sales group in the details shown and provide a drop-down menu in the Customer Detail Listing report to show by sales group (there is already 2 available - Sales areas & Sales persons) It would then be easy to see which customer is in which sales group.

The FrontAccounting Wiki(Manual, examples, tips, setup info, links to accounting sites, etc) https://frontaccounting.com/fawiki/
  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,160

Re: Recurrent invoices and sales groups

@joe: makes sense?

What happens if a customer is in more than one sales group?

apmuthu's Website

3 Reply by poncho1234 (edited by poncho1234 10/20/2017 03:55:43 pm)

  • From: Colombia
  • Registered: 12/29/2014
  • Posts: 629

Re: Recurrent invoices and sales groups

@apmuthu, you can assign a different sales group by branch if that's what you mean? Thinking about it that may be not what you meant. But branches are listed when you print the customer detail report

@apmuthu how do you write strike-through text? Google says [s][/] but this doesn't work as you can see.

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  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,160

Re: Recurrent invoices and sales groups

Then as it is still possible to assign the same branch to more than one sales group, the uniqueness of the requested filter would will cause erroneous sums in the resultant report.

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  • From: Colombia
  • Registered: 12/29/2014
  • Posts: 629

Re: Recurrent invoices and sales groups

How can you assign a branch to more than one sales group?

The FrontAccounting Wiki(Manual, examples, tips, setup info, links to accounting sites, etc) https://frontaccounting.com/fawiki/
  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,160

Re: Recurrent invoices and sales groups

You're right. The field group_no (Sales Group) is part of the #_cust_branch table and hence there can be only one Sales Group for one branch.

This means that you will also need to have a cust_branch filter if you want to make a report Sales Group - wise.

apmuthu's Website

  • From: Colombia
  • Registered: 12/29/2014
  • Posts: 629

Re: Recurrent invoices and sales groups

The current Customer Detail Listing report lists each customer followed by all branches of that customer, so the actual output of the report is fine (with the exception of no sales group).

The FrontAccounting Wiki(Manual, examples, tips, setup info, links to accounting sites, etc) https://frontaccounting.com/fawiki/
  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,160

Re: Recurrent invoices and sales groups

If two branches of a single customer are assigned to different Sales Groups, will your listing appear fine if the new Sales Group filter is in place?

The tag for strike-through here is del (in [ ] and [/ ]).

apmuthu's Website

9 Reply by poncho1234 (edited by poncho1234 10/20/2017 04:04:28 pm)

  • From: Colombia
  • Registered: 12/29/2014
  • Posts: 629

Re: Recurrent invoices and sales groups

Yes, you are right, a cust_branch is required.

Thanks for the strike-through tip Thats needs to be edited in BBCode as it just says /[del/]/[/del/]

The FrontAccounting Wiki(Manual, examples, tips, setup info, links to accounting sites, etc) https://frontaccounting.com/fawiki/

10 Reply by poncho1234 (edited by poncho1234 07/30/2018 06:23:19 pm)

  • From: Colombia
  • Registered: 12/29/2014
  • Posts: 629

Re: Recurrent invoices and sales groups

To list the sales group for each customer/branch add the following to Line 278 of rep103.php

if ($myrow['group_no'] != 0) {
                $rep->NewLine();
                $rep->TextCol(2, 3, _('Group') . ": " . (get_sales_group_name($myrow["group_no"])));
            }

This works, however:-
For cust/bran. not assigned to a sales group nothing is written; this may be the preferred option as Sales Groups do not seem to be widely used, it can just be documented in the wiki.
Alternatively the following can be added to the above:-

            else { 
                $rep->NewLine();
                $rep->TextCol(2, 3, _('Group') . ": " . _('No assigned Sales Group'));
            }

Also I'm not entirely happy with the position, but out of the 4 columns, the 3rd seems to be the best option; an alternative would be to give the sales group as a ‘sub-title’ on its own line? Unless anyone else has any other ideas?

The FrontAccounting Wiki(Manual, examples, tips, setup info, links to accounting sites, etc) https://frontaccounting.com/fawiki/