Is it possible to record a sales analysis code or category per line item in a sales transaction?
My Reasoning:
The line item on my sales invoice may be "Labour Jim" this reports to my GL Code Labour. But I also want to break it down so I can see what kinds of job it was e.g. Labour Jim (Inventory) and Hot Water Unit Replacement (Category) or Blocked Drain (Category).
The Categories and Sales Person features that currently exist only allow me to record one per transaction so when I run a report on categories I see the whole sale and not just the one line item that may be applicable e.g. I don't want my 'Callout' inventory item linked to my 'Hot Water Replacement' category.
Does that make senses...
So, if on each line item I could record a cetegory I would be able to use the category report to further break down my Profit and Loss report and see what categories are making money.
P.s. I don't want to have to setup a new inventory item for every fieldworker (Jim) and every category
P.p.s. I already use jobs for tracking jobs so this won't work either.
Hi Jennifer,
Unfortunately none of the above suggestions will work for us. The tracking of Categories only needs to occur (at this stage) on our sales transactions. Going through and entering activities and timesheet and timebilling as suggested above would be overkill for our needs.
Is it not possible at all that MYOB would consider adding another grouping method similar to jobs on sales invoicing? It doesn't have to be Categories you could call it Analysis Code and it will simply allow a user to analays (report) their sales & profit on another level without affecting their inventory and job costing anaylsis.
If I have to setup an inventory item for every employee and every category I will end up with a stupidly massive inventory.
Thanks,
Sarah
