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Record receipts on account even if payment is tendered.

One major complaint I have with RMS. Let's say you have a customer that usually uses an in store account. He wants to pay in cash/check/credit card for a particular purchase this time. You can set the customer account and tender the transaction with Cash for example, but the receipt is not recorded on the account. When charging to the accounts, receipts are recorded on the account properties. When tendering with a physical payment type no such receipt is recorded on the customer account. This makes it difficult to go back and look up a detail on that transaction. You are forced to use the Journal and find it by tender type and date. I'd like to have a record on the account of all transactions run through the account, even if they are paid at the time of purchase.

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Reply to
Poppa
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As long as you have set the customer for the transaction, it should appear in the customer's Purchase History no matter what tender is used. Are you sure you haven't just overlooked the transaction or forgotten to set customer?

Glenn Adams Tiber Creek C> One major complaint I have with RMS. Let's say you have a customer that

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Reply to
Glenn Adams [MVP - Retail Mgmt

It appears in Purchase History, but not under Account Information where I can view the actual receipt complete with job notes. This is the easiest way to look something up when you deal with floor covering installation.

"Glenn Adams [MVP - Retail Mgmt]" wrote in message news:% snipped-for-privacy@TK2MSFTNGP04.phx.gbl...

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Reply to
Morris Paint

No, it unfortunately only stores information on sale that are put on account

- if after assigning a customer and ringing up the sale, the customer then decides to pay cash, that transaction does not appear in the customers transaction history ( at least under the customer properties-acount information or customer properties-purchase history screens - ). It may be searchable in some other way, however -

Tad

"Glenn Adams [MVP - Retail Mgmt]" wrote:

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Reply to
Tad L

Tad L, you are mistaken. All transactions (at least the ones with a customer associated with them) are listed on the Purchase History tab of that customers' properties form.

Poppa is correct, however, in that transactions not tendered 'On Account' do not appear on the Account Information tab.

I can understand what Poppa is looking for, and even why he wants it--but I don't agree that RMS should treat all cash transactions as A/R (even A/R with immediate payment). The resulting increase in database size and server workload would be problematic for some users.

IMO, Purchase History and A/R are separate things. I don't need my A/R to track cash sales and I definitely don't need to know how every purchase was tendered when I just want to see who bought what.

Tom

Reply to
Terrible Tom

My bad - I checked some sales I had made recently, which are normally charge but were paid cash - maybe the customer was removed from the sales before they were completed.

I also have had customers ask about their account detail, since their statement does not show purchases made by some of their employees on credit card or by cash, and they had hoped to have this detail included in their monthly statement since we include job reference and employee info. Mostly it involves returns of one or two items that are credited back to their account rather than back to the credit card.

Maybe it would be useful to have an option when genertaing statements to include all account activity ( a check box to include all tender types? ) for customers who want that -

Tad

"Terrible Tom" wrote:

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Reply to
Tad L

Now *that* is a suggestion I would vote for.

An option to "Include all transactions" when printing statements or something like that.

A more realistic solution is a report that shows all customer activity for a given period: work/back orders & deposits, cash sales, A/R sales, account payments, everything associated with a particular customer.

Tom

Reply to
Terrible Tom

The problem I run into is that years later we sometimes have to go back and look up old jobs and the register has always been the easiest way. Since we started using RMS it hasn't been nearly as flexible. I'm sure not everyone needs this option, but I don't mind the hit on database size in exchange for this.

It would be nice if it there were an option whether to record these sales in the account info or not.

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Reply to
Morris Paint

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