x Want to participate? Join the group to interact
New

Service and non-stock records - track activity

Current Situation:

On 'stock' items track activity.

Non-stock items and Service items have no activity

Problem

We are a repair company who provide services and subcontract out some services.

Without tracking, we cannot easily see e.g. how many repairs we did of a particular machine, because there is no history.

We also cannot easily check the prices/suppliers to whom we have subcontracted a particular service out to (which all have different 'product' codes given they contain precise individual information per type and size of machine)

As there is no activity logging, reports cannot be generated to gather information.

Currently the only solution is to create a report in the Sales / Invoice and Purchase module to pull information from the order records which is not convenient and may not be possible for some users.

Solution / Suggestion

Add functionality to track the activity of service product codes.

Other points

Some users may findactivity for non-stock items equally useful.

If you forsee this being a problem for some users, then maybe a toggle in Settings?

These items (non-stock and service) do not need to add quantities to stock, but the visual representation of quantity ordered in the activity would be useful.

.

Karina Wakefield
Parents

  • Did anyone get anywhere with this? I am having the same dilemma, I don't want to make our services a 'stock' item but we do want to track how many we are doing over a given period?

  • in reply to Amy Chadwick

    Hi Amy, it is frustrating.
    The only work around I've done so far is to modify a report on the Sales Orders section of Sage.
    It's not ideal and it's not as flexible.
    I can't remember which report I based this on; however, the following might be a good staring point (if you are comfortable with using Report Designer)
    In the Sales order details folder of reports:
    Sales Orders by Product (file name SO_PROD)
    It will pull non-stock items and service items that have been sold and will group them per 'product code'.
    If you have used 'service codes' (such as S1) it will also work, but you will need to modify the report to show a description per order (which is recommended anyway)

    I don't know if this is helpful for the time being.
    It is a work around I've been using for years, but it's still very frustrating

Comment
  • in reply to Amy Chadwick

    Hi Amy, it is frustrating.
    The only work around I've done so far is to modify a report on the Sales Orders section of Sage.
    It's not ideal and it's not as flexible.
    I can't remember which report I based this on; however, the following might be a good staring point (if you are comfortable with using Report Designer)
    In the Sales order details folder of reports:
    Sales Orders by Product (file name SO_PROD)
    It will pull non-stock items and service items that have been sold and will group them per 'product code'.
    If you have used 'service codes' (such as S1) it will also work, but you will need to modify the report to show a description per order (which is recommended anyway)

    I don't know if this is helpful for the time being.
    It is a work around I've been using for years, but it's still very frustrating

Children

*Community Hub is the new name for Sage City