Customer with more then one location

emmeline

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

Bruce

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

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Bruce

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

Thanks Bruce & Zappy, thats helpful

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