RE: Excluding customers from Sales Analysis/Forecasting

Thanks for all of your replies.

I liked this kit idea too, but practically we don't want to mess about 
with the system too much in terms of having duplicate item codes etc or 
new stockrooms where we'll have to move stock about. Basically, I was 
under the same impression as you Jeff, that how can a few samples affect 
the forecast, but I was assured (!) that it's also to do with how many we 
"sell" over such a short period of time, as it looks like we've had a bit 
of a run on items when so many are issued in the same week. Also, since we 
supply jewellery, we generally only have about 10 of some items in stock, 
and the reps can have 5 or 6 of those out on the road, so we need to keep 
our stocks just right as we don't want to hold too much inventory.

Its a tricky one, but I think we'll just have to report the sample account 
separately and somehow adjust for them during the ordering process.

Best regards

Angus







"Jeff Klipa" <jklipa@xxxxxxxxxxx>
Sent by: system21-bounces@xxxxxxxxxxxx
13/01/2004 16:33
Please respond to System 21 Users

 
        To:     system21@xxxxxxxxxxxx
        cc: 
        Subject:        RE: [SYSTEM21] Excluding customers from Sales 
Analysis/Forecasting


Good answer...  Nice creative thinking outside the box...

You could also ship out the Sample Parts under a different part number and 

flag that "S" part to not update Sales Analysis...

However, you would be required to manually move the inventory from 
production part to "S" part...

It's difficult to imagine giving away that many samples as to have that 
big 
an impact on the forecast...  Either they're giving away the store or 
they're not selling very much or profit margins are really tight or some 
combination of all three...

Correction to my original post, I said "less painless" and I meant to say 
"less painful"...

----Original Message Follows----
From: Steve Dodkins <Steve.Dodkins@xxxxxxxxxxxxxxx>
Reply-To: System 21 Users <system21@xxxxxxxxxxxx>
To: "'System 21 Users'" <system21@xxxxxxxxxxxx>
Subject: RE: [SYSTEM21] Excluding customers from Sales 
Analysis/Forecasting
Date: Tue, 13 Jan 2004 15:02:37 -0000

Maybe you could use a kit part parent which has the child part you 
require,
at zero invoice value but with the sales analysis flag set not to update
sales analysis?

Steve

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