Include customer information in purchase invoice

1

Hi guys, we are in a service business that most jobs will be outsourced partly to another supplier.

for example, Customer A assigns a job to us: Job-A. meanwhile Customer B assigns another job to us: Job-B, and we outsource the two jobs to Supplier X.

The sales invoice will be like (similar for Customer B):

  • Customer A
  • Job-A
  • Price 1000

The purchase invoice will be like:

  • Supplier X
  • Customer A: Job-A
    Customer B: Job-B
  • Price 900

The points are:

  1. we need a sort of “link” between the sales and purchase invoices centred on the Customer and Job
  2. the Supplier identifies the job with reference to the name of our Customer
  3. this also helps us to know the profit from each Customer

I understand we can achieve this by adding the Customer name and Job in the description of purchase invoice, but this has to be done manually and I am hoping for a systemic method since we already have the data of Customer names in Manager. Appreciate your advice.

2

I just found it could be achieved by making each Customer a non-inventory item. I will explore further and share if it works.

3

This could be achieve using divisions. Every Sale and Purchase of service related to a particular customer could be tagged to that customer using Division. You can generate Profit and Loss for every Customer. You can also explore projects if this are temporary activities.