Results 1 to 4 of 4

Thread: Customer Age Analysis

  1. #1
    New Member
    Join Date
    Oct 2013
    Location
    Cape town
    Posts
    4
    Thanks
    0
    Thanked 0 Times in 0 Posts

    Customer Age Analysis

    Hi

    We have recently developed a suite of products (sold at different commission rate) to sell alongside our core product. We have a single pastel system with our customers created under this one account. Now we can set up different sales analysis entries for the reps who sell the stuff to track the sales for the different products but when the salary manager get his figures and he looks at the age analysis to see what have been paid and then pays the commission on monies received.


    we cant tell looking at the age analysis what item has been paid and what has not - it just gives an outstanding amount nor is there a breakdown of products listed per customer

    I.ve been told that we cannot split this up as there is only one customer profile on our pastel which all payments are allocated,

    not i've explained myself with any clarity but if you know what i mean and can help I would appreciate it

    thanks SAm

  2. #2
    Site Caretaker Dave A's Avatar
    Join Date
    May 2006
    Location
    Durban, South Africa
    Posts
    20,979
    Thanks
    3,055
    Thanked 2,462 Times in 2,067 Posts
    Blog Entries
    12
    Does Pastel not have a Sales by Rep Detail report?
    In Quickbooks this produces a per rep report that details per line item for the designated period of the report.

    It can also indicate whether the (associated) invoice is paid or not as of the date the report is generated, but I must point out there is an inherent weakness in wanting to only pay rep comms on paid invoices wher there's any volume - how do you easily identify stuff in this same period that is only paid later?

    From a process point of view, the easier way to do this is to pay comms on the sales, and then use a claw-back clause to recover any unpaids after a certain period.

    If the paid portion is initially low, or unpaids tend to be high and you're reluctant to pay full comms straight away, then pay it in two tranches.
    The trouble with opportunity is it normally comes dressed up as work.

  3. #3
    New Member
    Join Date
    Oct 2013
    Location
    Cape town
    Posts
    4
    Thanks
    0
    Thanked 0 Times in 0 Posts
    thanks Dave A - i will check this out when i get back in the office tomorrow

  4. #4
    Platinum Member Neville Bailey's Avatar
    Join Date
    Nov 2010
    Location
    Morningside, Durban
    Posts
    2,377
    Thanks
    35
    Thanked 393 Times in 340 Posts
    Quote Originally Posted by Dave A View Post
    Does Pastel not have a Sales by Rep Detail report?
    Yes, it does have such a report - go to View...Customers...Analyse Sales, and then select the appropriate sequence report.
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    View Neville Bailey Photography

    *** 20% DISCOUNT ON PASTEL XPRESS / PARTNER SOFTWARE UNTIL 15 DECEMBER 2017 ***

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

  5. Thanks given for this post:

    Dave A (03-May-16)

Similar Threads

  1. Replies: 6
    Last Post: 04-Feb-16, 09:42 AM
  2. Age Analysis vs Detailed Ledger
    By Valkiri in forum Accounting Forum
    Replies: 2
    Last Post: 26-Nov-15, 01:44 PM
  3. Replies: 1
    Last Post: 20-Jul-15, 01:56 PM

Did you like this article? Share it with your favourite social network.

Did you like this article? Share it with your favourite social network.

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •