Customer with more then one location

emmeline
emmeline Member Posts: 2

Hello,

We have customers that have more then one location so we've set them up separately in Reckon Hosted - how can I link them together so we can have an accurate sales reports etc?


Thanks

Comments

  • Bruce
    Bruce Member Posts: 439 Professional Partner Professional Partner

    Create a single customer - called "xyz p/l".

    Then make each location a job under this customer e.g. xyz p/l:melbourne, xyz p/l sydney etc

    The jobs (locations) can have separate addresses to each other and to Head Office

  • Bruce
    Bruce Member Posts: 439 Professional Partner Professional Partner
    edited June 2021

    In my experience Jobs are better suited to work for customers or suppliers because they can be tailored for each specific supplier/customer whereas Classes apply across the whole data file.

    Consequently I use Classes to distinguish how things operate within my business typically to identify operating divisions. These could be geographical eg Vic, NSW or product eg for a construction company residential or commercial

  • emmeline
    emmeline Member Posts: 2

    Thanks Bruce & Zappy, thats helpful