Area wise customer

#1

Hello Managers,

Hope you all will be fine

Today i am discuss a usefull thing and that is area wise customer saving and reporting.

In main summary add a new tab named area and when define a customer an area tab is appear in customer form.
In teports
1)Area wise customer summary
2) Area wise customer credit report
3) Area wise stock diliver report

#2

have you tried using tracking codes in Manager? please read the guide regarding the same.

#3

Please give the guide link @sharpdrivetek

#4

Here you go @meesam https://www.manager.io/guides/8956

#5

@Karimi can tracking code apply on customer as area code or something.?

I tried but it not working as area

#6

Tracking codes will not be applied when defining customers, @meesam. They are selected for line items on transactions. Read the Guide @Karimi linked. This will be a really tedious way of accomplishing what you want.

The simple answer is that there is no way to group customers in Manager that simultaneously separates transactions and lets you summarize things according to customer groups (which an area would be).

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