Sales Areas and Sales Category

[Alvin Martin]

Sales Areas, I can not add a ->Sales Orders - Admin - sales_area?  I can not create a price list because (Sales Area)  Field must not be empty !!!

Sales Category,  When setting up a Sales Category, do I need a Category for each location that I sell in? 
In setup it ask for (Sales General Ledger Account) and (Cost of Goods Sold General Ledger Account)  In my case I would have two (Sales General Ledger Account)'s one for each location.

When setting up a sales pricing structure, is there anything special that should be taken into consideration, for a retail operation with two location, doing sales in two different currencies, with the ability to track sales income per location. GL income accounts have already been created for each location.


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[Nathan Gray]

On 16-May-08, at 9:21 AM, Alvin Martin wrote:

> Sales Areas, I can not add a ->Sales Orders - Admin - sales_area?

added to my list of things to fix.
>
> Sales Category,  When setting up a Sales Category, do I need a  
> Category for each location that I sell in?

pERP does not require this, but your particular situation it might be  
easiest way to go.

> When setting up a sales pricing structure, is there anything special  
> that should be taken into consideration, for a retail operation with  
> two location, doing sales in two different currencies, with the  
> ability to track sales income per location. GL income accounts have  
> already been created for each location.


I don't know.  You are the first person to attempt using pERP in a  
retail situation, and the first person to attempt to keep two  
different sales locations separate.  I can try to tell you what pERP  
requires, but only you can determine what your business needs require.

Since you are just testing at this point, try things and let us know  
what works for you.  When you've got it all figured out, I encourage  
you to document the decisions made and the reasoning behind them on  
the wiki for the benefit of others to follow.
I'm very curious to find out how you handle the time it takes to  
create a new client, create a new Sales Order, ship the order, invoice  
the order and receive payment, while your customer is standing there  
waiting.

Nathan Gray
nathan at goarctic dot com


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[Nathan Gray]

On 16-May-08, at 1:39 PM, Alvin Martin wrote:

> Ha, ha, you real funny guy, you would not believe how many times I  
> have had this discussion.  These are the magic words that are in  
> your pERP Overview statement, (perp_pos, A point of sale system.  
> Integrating another, existing open-source POS would be good.) Even  
> thou it has not been developed yet, it was one of the big things  
> that got me to take on this install. I have worked with POS a lot, I  
> had a network years ago using ms-dos, novell, and dbase, 4  
> workstations and a server.  When it comes time for pos and inventory  
> control for the retail, I will have a lot to add.  I have tried  
> every opensource pos system out there that runs on php, mysql.  pERP  
> is way more then I need, but it is the only one that I think will do  
> the multi location, multi currency, and multi accounting that I need.

You're a braver man than I.
Do you have any suggestions on how POS should work?  I haven't had  
much opportunity to think about it, but I've been expecting that it  
would have to be some kind of streamlined Order -> Ship -> Invoice ->  
Receipt, all in one page.  Or, have you discovered any good open  
source POS systems to integrate or use as examples?

> POS will be a whole new discussion, lets see what we can do to get  
> this other stuff working first, right now I can not even add a  
> selling price to a stock item.  I will be watching svn for a fix.

Should work now.  Not sure how it ever worked before.

Nathan Gray
nathan at goarctic dot com


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