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Post Info TOPIC: VT Transaction - product summary


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VT Transaction - product summary
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Is it possible, on VT Transaction +, to pull off a list summary of the products sold on the sales invoices?

E.g. a sales invoice shows 3 x Tyres sold and 1 x exhaust sold.

Can you obtain a summary of the individual items that can be exported to a spreadsheet for manual stock control?

Thanks



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Gill



Master Book-keeper

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Hi Gill
Can you add your first name so that it appears under the signature line on your posts please? Saves us looking it up each time. (Via edit profile--> signatures)

I would've thought that you could pull a sales activity report showing all sales entries to a specific sales account, although I am no means a VT expert, which then you can drill down via a dump into excel, plus playing with lookups etc.

If that is possible, my only thoughts then are is this going to give you the info you need? That does of course depend on the nature of the garage in question, which we don't have much info about. But for the average back street type, non chain, garage, then stocks of products are kept very low due to cashflow pressures and because generally they can work on a JIT ordering system, literally getting parts and tyres in within an hour or so of ordering them.

Plus eg tyres come in a million different sizes, types and makes, all with their own unique category coding, and if the specifics are not put on the sales invoice then is it not a bit pointless?

Again with parts, some come as a whole, other such as exhausts, in parts. Some exhaust parts cost pennies, large chunks a bit more, but it's only the whole that goes on a sales invoice, or the vague 'centre box' type of description.

Of course you may well be talking about a parts supplier.

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 Joanne 

Winner of Bookkeeper of the Year 2015, 2016 & 2017 

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

You should check out answers with reference to the legal position



Master Book-keeper

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Hi Gill

Although I don't use the invoice function myself, I've just done a test and you can produce a transaction report and just select sales invoices.  I set up 3 product codes  and it shows the descriptions in the report (but not the code itself), which you could then dump to excel and manipulate, but VT is not intended for stock control so that's the only suggestion I can think of, unless Shaun knows a better solution.



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John 

 

 

 Any advice given is for general guidance and professional advice should be sought applicable to your circumstances.

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