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Thread: Multiple reps in Quickbooks

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    Platinum Member sterne.law@gmail.com's Avatar
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    Multiple reps in Quickbooks

    A manufacturing company needs to track 2 specific things.
    The sales rep and
    the technician that worked on a job.
    They want to pull a repost saying that technician X did R2000 worth of work.

    Other than timesheets and class tracking, any ideas how to go about this?
    Anthony Sterne

    www.acumenholdings.co.za
    DISCLAIMER The above is merely a comment in discussion form and an open public arena. It does not constitute a legal opinion or professional advice in any manner or form.

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    The rep part is simple; Reports->Sales->Sales By Rep Detail or Sales By Rep Summary.
    Alternatively, any revenue report can be selected and at the top bar there is a selection for "columns" and you can use the dropdown to selct rep.

    As regards the technicians, it depends on what method was used to differentiate the various technicians. I would assume on item code. If that is the case, then in either of the reports above you can select "Item" to reflect in the report. Then mess about with the "Sort By" option to improve the display and totalling.

    Alternatively again, you can use any revenue report and select the Filter tab and simply apply rep and technician filters to the output.

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    Diamond Member HR Solutions's Avatar
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    You can also use the "class"
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    Platinum Member sterne.law@gmail.com's Avatar
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    I class is an option.
    What I have done is add a custom field on invoice, which I then use as a filter.
    Assigning a rep is clear.
    Cant assign technician to an item because it will differ from time to time.
    Custom field is spot on except no dropdown list
    Anthony Sterne

    www.acumenholdings.co.za
    DISCLAIMER The above is merely a comment in discussion form and an open public arena. It does not constitute a legal opinion or professional advice in any manner or form.

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    Site Caretaker Dave A's Avatar
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    Quote Originally Posted by sterne.law@gmail.com View Post
    Custom field is spot on except no dropdown list
    Drop downs are available for custom fields in QuickBooks Enterprise (max. 100 preset per custom field).

    However, I recommend you stick to using Class (and perhaps subclass) listings to track technicians / teams. This way you can track income and expenditure down to the individual technician level rather painlessly.

    Quote Originally Posted by sterne.law@gmail.com View Post
    Cant assign technician to an item because it will differ from time to time.
    You can assign a class to individual line items
    Just make sure the template has the Class column displayed.

    If the challenge is separating a class in a report (e.g. Sales by Item Summary), click Customise Report, select the filters tab, select Class and change the setting from All to the class you want to examine.
    The trouble with opportunity is it normally comes dressed up as work.

  6. #6
    Platinum Member sterne.law@gmail.com's Avatar
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    Thanks guys.
    I am inclined to use class tracking, it's a powerful filtering tool.
    Anthony Sterne

    www.acumenholdings.co.za
    DISCLAIMER The above is merely a comment in discussion form and an open public arena. It does not constitute a legal opinion or professional advice in any manner or form.

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