Tracking the source of the sale
Posted: 12 Apr 2019, 09:38
Hi everyone.
Our company sells packaging, we have an online shop, a walk-in showroom, and a delivery round locally.
I want to be able to track the source of every single sale.
Currently, our website talks with Sage using Zynk, a third party sales order import plugin. Everything else is added onto the system manually as a sales order.
What I need to do is to be able to run a report and see how well the sales from the delivery round our doing, or how many sales we made in the last 3 months from people walking into the showroom and purchasing.
I have about 10 purchase methods in total, and I want to know how to set it up so that when we create a new sales order we physically log the method to that sale too, everything but online sales needs to be tracked.
At the moment, all I know is that £xxx is from online sales, therefore £xxx subtracted from our total sales mean we made £yyy from offline sales - but that is the most I can break it down.
How woud I create these "methods" in Sage that we are then able to log the sales onto?
One thought after speaing to Sage is to create global nominal codes and then in the sales order we'd click on Footer > Global NC and assign the code / method.
Our bookkeeper says that this will mess with stock levels, somehow, are they right? If so, what's the best way to do this?
Our company sells packaging, we have an online shop, a walk-in showroom, and a delivery round locally.
I want to be able to track the source of every single sale.
Currently, our website talks with Sage using Zynk, a third party sales order import plugin. Everything else is added onto the system manually as a sales order.
What I need to do is to be able to run a report and see how well the sales from the delivery round our doing, or how many sales we made in the last 3 months from people walking into the showroom and purchasing.
I have about 10 purchase methods in total, and I want to know how to set it up so that when we create a new sales order we physically log the method to that sale too, everything but online sales needs to be tracked.
At the moment, all I know is that £xxx is from online sales, therefore £xxx subtracted from our total sales mean we made £yyy from offline sales - but that is the most I can break it down.
How woud I create these "methods" in Sage that we are then able to log the sales onto?
One thought after speaing to Sage is to create global nominal codes and then in the sales order we'd click on Footer > Global NC and assign the code / method.
Our bookkeeper says that this will mess with stock levels, somehow, are they right? If so, what's the best way to do this?