Tracking sales source in RMS

Posted by Kerri on January 26, 2006, 5:09 pm

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We need to be able to assign each sale to the source - a particular cruise
ship or hotel. Ideally we would like to have a drop down box that the cashier
can select from during the sale. We can have up to 10 cruise ships and
around 20 hotels. The cruise ship list changes daily. We thought about using
the reference / comments box to type a 3 digit code in but there is no way to
ensure that the correct code is typed. Once we have the information we need
to track the total by source per day in order to pay commissions.

Any ideas?

Posted by Glenn Adams [MVP - Retail Mgmt on January 26, 2006, 5:16 pm

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Use Headquarters:
Each Ship and each hotel is a separate store and you can see their
individual or combined sales from HQ.

Or am I missing the intent - are you at a single location and the customers
are either passengers on a ship or guests at a hotel?

--
--
Glenn Adams
Tiber Creek Consulting
http://www.tibercreek.com
glenn@tibercreek.com
----------------------------------------------
Please DO NOT respond to me directly but post all responses here in the
newsgroup so that all can share the information

> We need to be able to assign each sale to the source - a particular cruise

> ship or hotel. Ideally we would like to have a drop down box that the

> cashier

> can select from during the sale. We can have up to 10 cruise ships and

> around 20 hotels. The cruise ship list changes daily. We thought about

> using

> the reference / comments box to type a 3 digit code in but there is no way

> to

> ensure that the correct code is typed. Once we have the information we

> need

> to track the total by source per day in order to pay commissions.

> Any ideas?

Posted by Jeff on January 26, 2006, 5:39 pm

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Kerri,

How about creating a Sales Rep for each ship and/or hotel? Then you can
assign a sales rep per sale or per line of per sale.

--
*
We need to be able to assign each sale to the source - a particular cruise
ship or hotel. Ideally we would like to have a drop down box that the
cashier
can select from during the sale. We can have up to 10 cruise ships and
around 20 hotels. The cruise ship list changes daily. We thought about
using
the reference / comments box to type a 3 digit code in but there is no way
to
ensure that the correct code is typed. Once we have the information we need
to track the total by source per day in order to pay commissions.

Any ideas?

Posted by Kerri on January 27, 2006, 8:48 am

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Thanks Jeff, Glenn,

We have 30 stores and the customers are cruise ship passengers, hotel guests
and locals (in the Cayman Islands!). We need to use the sales rep field for
the store sales reps so that we can total each individual's sales for
commissions, we need to use the customer name for local repeat and special
order / layaway customers, and we need to use the store set-up for each
store. Is there a way to add a custom drop down box that could contain the
list of the cruise ships for that day and the hotel names that could prompt
the cashier to select the source? Or a field that could be designated for
this? We need this to be a compulsory step in the POS process.

"Jeff" wrote:

> Kerri,

> How about creating a Sales Rep for each ship and/or hotel? Then you can

> assign a sales rep per sale or per line of per sale.

> --

> *

> We need to be able to assign each sale to the source - a particular cruise

> ship or hotel. Ideally we would like to have a drop down box that the

> cashier

> can select from during the sale. We can have up to 10 cruise ships and

> around 20 hotels. The cruise ship list changes daily. We thought about

> using

> the reference / comments box to type a 3 digit code in but there is no way

> to

> ensure that the correct code is typed. Once we have the information we need

> to track the total by source per day in order to pay commissions.

> Any ideas?

Posted by Rob on January 27, 2006, 9:33 am

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You could develop a custom dll addon, that uses the AddItem Hook, test to
determine if the item that is being added needs to track the cruise ship or
hotel then display the drop down list. The cashier makes there selection and
the custom dll adds the selection to the items comment automatically. You can
then run a report based on the Item Comment field to determine sales source.
This could be a very simply addon. Probably take a few hours to develop
based on your needs.
If you don't have a programmer and your RMS Partner can't provide this for
you, my company or one of the other Certified RMS Partners could do this for
you.

Rob
rob@retail-pos.com

"Kerri" wrote:

> Thanks Jeff, Glenn,

> We have 30 stores and the customers are cruise ship passengers, hotel guests

> and locals (in the Cayman Islands!). We need to use the sales rep field for

> the store sales reps so that we can total each individual's sales for

> commissions, we need to use the customer name for local repeat and special

> order / layaway customers, and we need to use the store set-up for each

> store. Is there a way to add a custom drop down box that could contain the

> list of the cruise ships for that day and the hotel names that could prompt

> the cashier to select the source? Or a field that could be designated for

> this? We need this to be a compulsory step in the POS process.

> "Jeff" wrote:

> > Kerri,

> >

> > How about creating a Sales Rep for each ship and/or hotel? Then you can

> > assign a sales rep per sale or per line of per sale.

> >

> > --

> > *

> > We need to be able to assign each sale to the source - a particular cruise

> > ship or hotel. Ideally we would like to have a drop down box that the

> > cashier

> > can select from during the sale. We can have up to 10 cruise ships and

> > around 20 hotels. The cruise ship list changes daily. We thought about

> > using

> > the reference / comments box to type a 3 digit code in but there is no way

> > to

> > ensure that the correct code is typed. Once we have the information we need

> > to track the total by source per day in order to pay commissions.

> >

> > Any ideas?

> >