Hi guys, I have been on the forum and noticed my idea was first presnted in 2013 by another user and repeated nearly 20 times.
I struggle to understand why you cannot add/modify the fields in the S...
Hi there, I am reposting this idea again as I cannot believe that the rest of the community would not find this of immense value and cannot believe it would be difficult to implement.
The All Sales - Sales Register Infomation window should be customisable to allow users to add/modify the fields displayed, for example include a column showing say Journal memo, Referral Source etc.
This would make the window so powerful in information that the user would not have to drill down into the sale to get information whilst you have customers holding on the phone.
Please consider this idea as it is a simple idea with powerful outcomes.
Hi Zoranf
Yes these days it is very useful to be able to look at your sales not just by Invoice and customer but by other factors like Referal source, or the Type of Customer etc. using the Customer Some of this will be available by running Sales reports in MYOB ( rather than on screen using the Sales Register as you are asking).
If you are wanting to do some more advanced reporting then can I suggest that you also look at some of the MYOB Add-on solutions that can provide Advanced Sales analysis righ now.
As an example using our Business Intelligence software BI4Cloud you can do dynamic sales analysis where you can Filter, Sort or group your sales by many different dimensions including Customer & Customer Groups, Product & Product groups, Salesperson, Referal Source, Sales by day by week by quarter by month, comparisons to any prior period and including Sales, Qty, Margins etc.
Below are a couple of simple examples:
Sales register including Invoice Memo and margins - From here you could filter or subtotal Invoices by the many dimensions I mentioned above.
Or run a High level report Analysing by Referal Source - this summarises all invoice by each Referal source type, you can see how much each Referal Source is contributing to your Sales and Gross margin over any time frame. Simply drill down on each Row to see the Customers /Items/Invoices that came from each Source.
If this is of interest please do try the 14 Day Free trial of BI4Cloud at www.BI4cloud.com
Jennifer Kelly CA
BI4Cloud.com
02 8011 1511