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Customer Creation and Location Advice Needed

  • 1.  Customer Creation and Location Advice Needed

    Posted 19 days ago
    Hi All,

    We're newer to BC and still going through testing and acceptance.  When we started I asked our partner how we should store customers in our system.  We have large customers with plants all over the world but usually a single billing address so I envisioned two options.

    1. Create each plant as a separate customer with the billing address to the Corporate Office
    2. Create as one customer with multiple shipping locations.

    Our partner suggested option 1 but as I test it and get more familiar with it I'm thinking we should use option 2.  If I use option 2 I can see what the sales to the company were all in one place but keeping track of many small shipments to multiple locations may get more difficult.

    Any advice?

    Thank you!

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    David Duffy
    Absecon NJ
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  • 2.  RE: Customer Creation and Location Advice Needed

    GOLD CONTRIBUTOR
    Posted 17 days ago
    Hi,
    Option 2 can only be used if the posting settings for all countries are the same.
    A Sales order uses the posting settings (sheet finance) as default for sales order and sales invoices.
    As long as this is the same for all shipping locations you can use option 2.
    However, there always can be a risk, that a location is added where a different VAT posting group should be used.
    If so, you are in trouble. It's to complicated for sales employees to change all these setting per sales order.

    So option 1, is the most save depending on your business and your posting settings.

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    Annette van der Muur
    Application Manager
    Hal Leonard Corporation
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  • 3.  RE: Customer Creation and Location Advice Needed

    TOP CONTRIBUTOR
    Posted 17 days ago
    First, I agree with Ms. Van der Muur.  Second, if you want to see sales at the company level for multiple children of the parent organization then create a dimension and set it as a default for each of the children.  This will give you sales dollars and items by parent.  This assumes that the international posting is not affected.

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    Jason Nicolaou
    Engagement Manager
    Sikich, LLP
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  • 4.  RE: Customer Creation and Location Advice Needed

    GOLD CONTRIBUTOR
    Posted 17 days ago
    Hello David,

    We have (for a few customers outside of the US) created each location as a customer, but have the "Bill-to Customer" on the customer cards set to the central or billing office.   For most others (domestic US), we have entered in the numerous ship-to addresses and the sales people just have to select the correct location on the dropdown on the sales order.   We use this with Walmart (who has 42 domestic distribution centers) as well as Target, Walgreens, and all of the other big box stores.   Works great.

    Don't give up, you are moving into a great product that will help you conduct business for many years to come.

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    Steven Hoag
    I.T. Manager
    Fashion Angels Enterprises, LLC
    Milwaukee WI
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  • 5.  RE: Customer Creation and Location Advice Needed

    SILVER CONTRIBUTOR
    Posted 16 days ago
    We have customers set up both ways.  For those with set up as Option 1 with the Bill-to address, we use a dimension to group all the Sell-to customers together.  We then run sales reports based on that dimension.  The dimension is a setting on the customer card that is defaulted so that no add'l data entry is required for entering orders.

    I prefer the ease of visibility in NAV to see all the locations through the customer list.  You can filter based on Bill-To Customer.

    For our customers set up like Option 2 (1 customer, multiple ship to locations), the data in NAV is another level deeper as you need to go into the customer card to see the ship to locations.  It's also a bit more effort to pull sales by state for tax reporting.

    Hope this helps in your decision making.



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    Kari Strandberg
    Director of Finance
    Bernatello's Foods
    Maple Lake, MN
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  • 6.  RE: Customer Creation and Location Advice Needed

    SILVER CONTRIBUTOR
    Posted 15 days ago
    I've read the recommendations to use a dimension to group the Sell-To customers on sales reports for a parent Bill-to customer.  Could you not also filter the sales reports by Bill-to customer, rather than using a Dimension?

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    Alan Hyde
    Controller
    National Azon
    Troy MI
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  • 7.  RE: Customer Creation and Location Advice Needed

    Posted 15 days ago
    Thank you to all for the great advice!  I think I'll stick with Option 1 for now creating them all as different companies and use dimensions to group them together accordingly for reporting purposes.

    Happy New Year!

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    David Duffy
    Absecon NJ
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