Good day guys,
I have six bank and cash account
AND SIX INVENTORY LOCATIONS
Each bank & cash account is assigned to a user and its location, please how can I know a user as make sales to another user’s location?
For example: A user I give the bank and cash account access of OLOJE and when he is making sales, he is supposed to use OLOJE as his location and mistakenly picked TANKE. Is there any report to filter to cross-check such an issue?
You can do so by auditing the history button of the suspect transaction located at the bottom of the transaction’s view screen.
Are you using Receipts Tab for Sales?
No, but if you are making sales using the Receipt Tab, as @shahabb asked, you can easily fix this using a batch Update.
We are using both RECEIPT & SALES INVOICE TAB
HOW? Can you explain please
Please i still need an answer to this if there is any update or idea to avoid the issue of picking wrong inventory location for users or how to easily know that location as been pick wrongly
You create Sales invoice and then create receipt for that invoice separately?
No. Presently i want to be using sales invoice to make sales, and i have like 6 locations, how possible i can restrict each users to be seeing his location only? and if that is not possible, how can i quickly check if location was pick wrongly? That is my questions
Currently not possible using Advance Query.
However, check this custom report it may solve your issue.
Thanks this is great, but can i have something like this for sales invoice as well?
because it is sales invoice that will be well use for the business am setting up
Explain your workflow. Because Bank and cash accounts are not connected to Sales invoices. So i am not sure what are you looking for?
I have a client who want to be using sales invoice for his sales and receipts to pay to his customers account. They have four business location and all of them will be using sales invoice to make sales due to the fact that they sell mostly on credit.
How can we trace if a location mistakenly pick another location. For example: Abuja location mistakenly pick Lagos location.
If you are using receipts for Customer account (accounts receivable) then you cannot select Inventory Location on receipt so there are no chances of error. Only you have to select Inventory Location on Sales Invoice.
On Receipt you can restrict your user to only see the bank and cash which they are given access to. So give each user only access to only one bank account. But for Inventory Location you cannot do such thing.
