Well, here I put a custom field and typed the choices
But in the sales invoice, the options do not appear for me. Is there a solution to this problem?
@ahmedsamy English please.
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dn
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Drop-down list type custom fields never worked in lines.
But that isn’t of any importance at this time since Classic Custom Fields including Drop-down list type are being phased out in favor of the new Custom Fields implementation.
There’s a replacement, however. There’s a new Multiple Value Custom Fields type that can achieve the same end and it works in the lines too.
When I do it this way, it doesn’t show up in my sales reports
The custom field needs to be for Sales Invoice not Sales Invoice Line
It is assumed that a Sales Invoice is attributable to one and only one salesman
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When then, it does not appear to me in the Sales Invoice Totals by Custom Field
You are not reading the replies. The screenshot you provided with the custom fields you created are “placed” by you in the “placement” field in “Sales Invoice - Line, Purchase Invoice - Line, Receipt - Line, and Payment-line”.
However, as explained you can not generate the Sales Invoice Totals by Custom Field report because you must assign the custom field to “Sales Invoice” and not “Sales Invoice - Line” as explained by @Tut and by @Joe91.
I’ve already done what you told me to do, but it still appears in the gross sales invoices by custom field
What happens if you activate the option “Show custom fields on printed documents” in the settings for this Multiple Value Custom Field?
And did you actually make selections for the custom field on transaction forms? Empty fields are suppressed.
I did that, and it still doesn’t show up as shown in the screenshot
@ahmedsamy, post screen shots of Edit screens for sales invoices involved. You should realize by now that describing your problem produces no results. All progress made in helping you so far has come from being able to see the screen shots.
I suspect that the Custom Field selection in the Sales Invoice Totals by Custom Field report refers only to Classic Custom Fields as I cannot select the new type of Custom Fields in this report.
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Imagine with me a complete list of sales and purchases
Date - sales invoice statement (and I don’t need a purchase invoice statement because it is the same as the purchases invoice statement) - sale price - purchase price - profit (the difference between the sale price and the purchase price) - the name of the seller
This is what I need to hold my vendors accountable
I am sorry, @ahmedsamy, but your post is literally incomprehensible. With no punctuation, it is impossible to even know where your sentences begin and end.
This is complete nonsense. What does a purchase invoice statement have to do with your request to calculate commission? And why is something being the same as itself a reason not to need it?
You have also reverted to terminology that is not clear. I thought we had established that what you are calling a “seller” is actually an employee.
How does any of this hold anyone accountable? And by “vendors,” do you mean suppliers? Or is this another term for your employees?
Clearly, you are struggling with the English language. I suggest using translation software to create your posts. Write in Arabic and paste the translation into the forum post. This works very successfully for other forum members.
The sellers are the ones in the office, and the customer comes to them to book airline tickets or trips, so they implement them while they are aware of the buying and selling price, and they take a percentage of the profit of this ticket or trip. . . . . . . .
For a purchase invoice statement, it is the same as a sales invoice, where the customer’s name, flight path, aircraft number, and flight reference are recorded. The customer is credited to the employee who executed the ticket.
Example:
If the ticket was bought for $100 and sold for $120, the profit (commission) will be $20, and the employee will get a percentage of it.
With more than one employee, I want to register each ticket with the name of the employee who executed it
And solve this problem:
Each employee (the seller) must be registered on each ticket, purchase or sale, and his name must appear on it. A statement of account is made for the employee (the seller) at a specified period every month, for example, and it shows the number of tickets and flights that were sold, the selling price, the purchase price, the profit from each ticket (commission), and the final price at the end of the statement to show the total sales, purchases, and profits (commissions).
I am very sorry for the length and bad language, but this is a problem that has been difficult for me to solve.
No, it is not. First, there is no such thing in Manager as either a purchase invoice statement or sales invoice statement. In Manager, statements are certain processed reports of transactions. They are available in the Reports tab.
Second, in Manager, people who come into your agency to purchase trips are customers. Airlines (and other businesses that sell travel services, such as hotels, car rental companies, tour guides, etc.) are suppliers.
There are customer and supplier statements of two types: unpaid invoices and transactions. The two cannot be linked, because the transactions involved are with different entities. There are no variables stored in Manager to tell you how much profit you made by selling the goods or services on a specific sales invoice.
To know the margin for a particular interaction with a customer, you could use Projects. For example, a customer books a trip in April from Cairo to Jordan to visit the ruins at Petra. You could establish a project for that trip. Give it a name identifiable with the customer and the trip, such as Ramsis4-23. Your employee would designate the airfare, hotel, and tour guide expenses as costs of that project. Your employee would issue a sales invoice for those costs plus a profit margin determined by you or negotiated with the customer. The sales invoice would be coded as income for the project. The project’s View screen will show all income, direct costs, and resulting profit of the project. From that profit, you can calculate the commission payable to the employee who sold the trip.
Try this out in a test business. You will see how simple the process is.
Thank you very much