Re: [WebERP-developers] Do we need a new feature for confirm delivery?

[Rafael C. <raf...@gm...>]

Hi Exson,

Sorry by the delay, I was translating...

For the Freight "N/A" ('gift'), I do not have to a service item; and I
direct-purchase the freight (without purchase order). I enter the income in
the invoice. I enter the expense in Suppliers > Enter a Suppliers Invoice >
General Ledger.

Except for the "small carriers" (Payment Terms = cash), I controlled the
payments to suppliers with Suppliers > Supplier Account Inquiry. Now I use
dashboard.php (to control suppliers, customers, etc.)

My operation (feel free to ask):

* In Main Menu > Setup > Receivables/Payables Setup > Shippers I have
(shipper manners instead of real shippers, but the result is the same):

Shipper ID    Shipper Name
1     N/A ("Do not apply": free shipping or customer pick-ups the goods)
2     Express local
3     Transporte local (local transport like trucks, etc.)
4     Correo básico (surface mail --local and international--)
5     EMS courier (express mail: DHL, Fedex, etc. --only international--)

* In Suppliers, I have some carriers: DHL, mail postal-office, local truck
carriers (like "taxi carga" = men with a truck-to-hire), taxi-drivers,
moto-drivers, ...

* I do the calculus in a manual way. This is because, for the same
destination, depending on the shipping option selected by the customer, the
price is different: from surface-mail 1to2 weeks (cheep freight), to
"Express" (0,75to4 hours --as a "pizza-delivery"-- the most expensive
freight). Comment: my country is very small.

* In accounting, I have  two accounts for freight in Sales Revenues and
Expenses section: "income by sales freight" (receivables from customers)
and "expenses by sales freight" (payables to suppliers).

My goals:
+ By difference between accounts "income by sales freight" and "expenses by
sales freight" in Sales Revenues and Expenses section, I know if the
freight operation is sustainable. Comment: Freight is not my main business,
so I am happy if income equals expenses (usually there is a very little
net-profit).
+ By selecting fields with gltrans.narrative like debtorsmaster.debtorno .
" -" . "%" (I use the VAT number without hyphens as the customer number
--field debtorsmaster.debtorno--), I get a "like Income statement" for a
customer. Sort-descending all "like Income statement" by its "like net
profit", I get a customer priority list beginning with the "star customers"
--the "whale curve"--. Comment: Probably it is better to define a tag
("cost-centre") by customer, or to create an "activity" field in gltrans,
but php with a select can do this job.

Personal comment: I am looking for
(1) Each customer has a "positive" "like net profit".
(2) Freight income from "not-star" customers pays freight expenses. Here,
my experience is that "not-star" customers (people who are in the bottom of
the priority list) are annoying asking for free freight (it is better to do
not waste time discussing with them), so I look the "like net profit" for
this specific customer.

Best regards, Rafael.


2014-12-08 3:37 GMT-06:00 ExsonQu <hex...@gm...>:

> *Hi, Rafael,*
>
>           For the Freight 'gift', do you have to set up a service item and
> purchasing it?
>
>           And when it's become a routine operation, how do you control the
> payments for the suppliers?
>
>          Does this operation really make sense?
>
>          Best regards!
>
>          Exson
>
>
>
> --
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>
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