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Posted by S. Pike on July 21, 2008, 7:58 pm
Please log in for more thread options Hi, Jeff,
Yes, this situation is not the norm. I may go with just setting them up as
a Customer and "selling" to them what they need, and adjusting their account
manually. This seems to involve less paperwork and time.
Thanks again for all of your help and input.
"Jeff @ Check Point Software" wrote:
> S. Pike,
>
> I still wouldn't recommend it because of sales taxes. When your state sales
tax representative comes in to look at your books, and because of your
non-profit status they will, you will have a nightmare trying to explain this.
>
>
> What you should do is to, like you thought of, set them up as customers. To
sell to them, set the discount to; Set discount method for transaction on the
left and then Markup from cost on the right by using the Shift + F3 Discount key
>
> OR
>
> Change the Customer's Price Level to 3 in the properties | Customer Options
tab of the customer and copy the item costs into the Level 3 pricing with a SQL
command (which would have to run daily). Be sure to insert their tax info and
tax status on the same page.
>
> If you need to monthly create a payment or write-off, so be it, but at least
you have a proper sales and tax record of it.
>
>
> If you really decide not to do this and want to continue to use transfers, you
manually type in the name to where its going on the header page in the Ship To
box.
>
> To print the transfer with updated totals, you must "Issue" it with the button
and then print it with the Print button and then finally Commit it to remove
from inventory. If you commit it before printing it, you will have all zeros as
you are probably seeing now.
>
> --
>
> Jeff
> Check Point Software
>
> Search this newsgroup -- http://tinyurl.com/2lmk4w (Stolen from DRS)
> =====================================================
>
> You must be using Outlook Express/Windows Mail or some other type of newsgroup
reader to
> see and download the file attachment(s). If you are not using a reader, follow
> the link below to setup Outlook Express. Click on "Open with newsreader"
> under the MS Retail Management System on the right.
>
> http://tinyurl.com/75bgz
> =====================================================
>
>
> Hi, Jeff,
> Our situation is unique here. We are not a typical retail store, but a
> non-profit organization that includes a retail store plus other program
> areas.
> We've got other program areas within Tucson Audubon that on occasion need to
> take inventory from the store. We also have another store location, but
this
> other store does not use RMS, so we cannot transfer within the system to
that
> store. In these cases, we've been using the transfer reports to track
> merchandise being moved out of our store, but not necessarily going to a
> "Customer".
>
> So, I'd like to be able to supply the other Program areas, and the other
> shop (which I mistakingly referred to as "customer" in my original email), a
> listing of the Merchandise they took and the cost to them, along with the
> Transfer information at the top of the Issued Report.
> The other way I considered getting around this is to set up each Program
> area and the other store as "Customers", and when they need to take
> merchandise from my store, I would ring them up as a regular sale (but at
> cost only, as that is what they are charged) and then go into RMS on the
back
> end and manually adjust their Customer Account Balance - as they are not
> paying my store back as a normal Customer would.
>
> I figured I'd ask first about the possibility of showing the Transfer From
> and Ship To information at the top of an Issued Report before I instituted a
> different method of tracking internal merchandise transfers.
>
> Currently, there is no software out there that I can find that can handle
> the needs of a non-profit (integrating all the various programs and data we
> keep - Retail, Memberships, Accounting, etc.) So, RMS was the best I could
> do to at least keep the retail portion of our organization in line.
>
> We are using PeachTree, but are having trouble even integrating that with
> RMS and I cannot seem to find good support for that, either. It's been a
> very frustrating ride.
>
> So, you can imagine how much I appreciate support from people like you who
> can answer questions about this stuff.
>
> THANK YOU.
>
> S. Pike
>
> "Jeff @ Check Point Software" wrote:
>
> > S.,
> >
> > Why are you using a Transfer process for customers? Customers should be
getting a Sales Receipt, Work Order, Back Order or a Layaway receipt.
> >
> > Transfers are designed to be used for Inter-store transfers and
Vendors/Suppliers
> >
> > --
> >
> > Jeff
> > Check Point Software
> >
> > Search this newsgroup -- http://tinyurl.com/2lmk4w (Stolen from DRS)
> > =====================================================
> >
> > You must be using Outlook Express/Windows Mail or some other type of
newsgroup reader to
> > see and download the file attachment(s). If you are not using a reader,
follow
> > the link below to setup Outlook Express. Click on "Open with newsreader"
> > under the MS Retail Management System on the right.
> >
> > http://tinyurl.com/75bgz
> > =====================================================
> >
> >
> > I'm using RMS 2.0
> >
> > I've transferred inventory out, but when I print the Inventory Transfer
> > Order, it does not show the Extended dollar amount, or the total dollar
> > amount.
> >
> > After I issued this Transfer, I printed the Inventory Issued Report, and
> > this does show Extended to Date dollars, but not Extended Issued dollars.
> > Also, this report does not show the Transfer From and Ship To
information at
> > the top.
> >
> > Is there any way to get an Inventory Issued Report that shows the
Transfer
> > From and the Ship To details at the top?
> >
> > Otherwise, I have to print two sheets of paper to show all of the
> > information needed on one transfer.
> >
> > What I need to do is supply the customers a complete report, showing
that
> > they received the inventory from us, and for how much. Right now, I
have to
> > give them two pieces of paper to show this.
> >
> > Thoughts? Or, is there a different way I should be printing the
Inventory
> > Issued Report to show all the information I need it to show?
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