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 5:44:19 PM Samantha Payn
<saman...@boorertranslations.com> wrote:
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 retrospective review.
On 6 Aug 2021, at 22:10, Greg Feneis <mfen...@gmail.com> wrote:
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 🤔
Kind regards, Greg Feneis
(Pixel 3)
On Fri, Aug 6, 2021, 12:51 Derek Atkins <de...@ihtfp.com> wrote:
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 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 David H.
On Sat, 7 Aug 2021 at 03:36, Samantha Payn
<saman...@boorertranslations.com>
wrote:
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 <saman...@boorertranslations.com>
To: Derek Atkins <de...@ihtfp.com>
Date: 06/08/2021 16:26
Subject: Re: [GNC] Creating a customer report by location
I am a freelance translator in the UK with clients all over the
world. In applying for advice and grants from a local
government-run
business support agency they want to know the proportion of my
sales
to local (county) customers, to the wider UK and as “exports”.
Location by country for me would be sufficient (I don’t yet have any
clients in my actual locality).
In fact, for my purposes, a custom text field with A, B, C, D or E
would be sufficient.
I hope this helps and would love it if someone could come up with
something.
Many thanks for any pointers
Samantha
On 6 Aug 2021, at 15:25, Derek Atkins <de...@ihtfp.com> wrote:
Hi Samantha,
As far as I know, there is no report like that. Indeed, I can't even
think of a way that you could collate customers by location within
GnuCash. Are you thinking by State? By Zip Code? By some other
means?
Once you figure that out, then one could write a routine that sorted
and
collated based on that. But to my knowledge, no such thing exists.
I'm curious what your actual use-case is here?
-derek
On Fri, August 6, 2021 9:11 am, David Carlson wrote:
No, not unnoticed, but I do not use business features, so I waited
to see
if a business user would step up.
GnuCash has no geographical data feature to use for such a report.
You
would have to somehow manually add appropriate information in a
text
field,
but reports generally only have rudimentary sorting on text
fields,
so
maybe at best you could come up with a manually implemented zip
code
scheme.
Short answer, no.
On Fri, Aug 6, 2021 at 7:43 AM Samantha Payn <
saman...@boorertranslations.com> wrote:
Is this not possible, or has this request slipped through
unnoticed?
Cheers
On 05/08/2021 14:26 Samantha Payn
<[1]saman...@boorertranslations.com>
wrote:
Can anyone tell me how to set up a report on income by customer
location, please?
Many thanks
Samantha Payn
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