Re: [GNC] Fwd: Re: Creating a customer report by location

2021-08-07 Thread Samantha Payn
I could certainly do that moving forwards, but it won't create a retrospective report as of now. On 06/08/2021 23:48 Derek Atkins wrote: Actually, couldn't you make multiple Income accounts per region? Eg Income:Region:Type.. That might work, but would mean you need to enter

Re: [GNC] Fwd: Re: Creating a customer report by location

2021-08-06 Thread Derek Atkins
Actually, couldn't you make multiple Income accounts per region? Eg Income:Region:Type.. That might work, but would mean you need to enter the right region when building the invoice instead of having it automated. -derek Sent using my mobile device. Please excuse any typos. On August 6, 2021

Re: [GNC] Fwd: Re: Creating a customer report by location

2021-08-06 Thread Samantha Payn
As there are comprehensive address fields for the customer database it would be wonderful if these could be used to compile a report. I could, working forward, categorise sales by location/product but that would mean duplicating each product for each location, and doesn’t solve the issue of a

Re: [GNC] Fwd: Re: Creating a customer report by location

2021-08-06 Thread Greg Feneis
Perhaps use of jobs could help? If jobs were named per location, or included location in the job name or description? A customer could have multiple locations indicated by job. The thing I don't know is whether reports can sort on job names or descriptions 樂 Kind regards, Greg Feneis (Pixel 3)

Re: [GNC] Fwd: Re: Creating a customer report by location

2021-08-06 Thread Derek Atkins
David, I'm not sure how you would do that. Customers are just a flat database, a list; there is no Customer Hierarchy. -derek On Fri, August 6, 2021 3:34 pm, David H wrote: > Samantha, > > Like David Carlson I'm not a business features user so I'm only guessing > here but can you setup your

Re: [GNC] Fwd: Re: Creating a customer report by location

2021-08-06 Thread David H
Samantha, Like David Carlson I'm not a business features user so I'm only guessing here but can you setup your customers or Sales in a heirarchy - i.e Customers, Customers UK, Customers Local, Customers Non UK OR Sales, Sales UK, Sales Local, Sales Non UK and report on them that way ? Cheers

[GNC] Fwd: Re: Creating a customer report by location

2021-08-06 Thread Samantha Payn
Sorry, I replied to Derek only and I meant to include the list. Here is my response to Derek's question. -- Original Message -- From: Samantha Payn To: Derek Atkins Date: 06/08/2021 16:26 Subject: Re: [GNC] Creating a customer report by location I