Credit notes not considered in total sales?

[luke]

Thanks Bob.

@bob-cary

If it’s not possible to build a custom report, can you make a pre-built report that does this?
I need to know what sales we’ve made to different customer types and this seems like it would be pretty fundamental to everyone’s busnesses.

This does sound like a great suggestion and I’m sure you’re right that others would find this useful.

There is a similar request at Total Sales by Product by Customer Type (with just one vote so far).

Or if you’re looking for something slightly different, please request it. It’s important that feature requests follow the right process to ensure they get actioned appropriately by us.

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@bob-cary

If the system has been set up in a way that sales reports don’t account for credit notes, then I would suggest that the system needs to be set up in a better way. It seems that the accounting and invoicing side of Breww has been set up in quite a simplified way, and that is causing problems when it comes to producing pretty simple reports and giving accurate figures.
I appreciate that fixing this may require quite fundamental changes in the back office, but these are structural issues that need to be addressed.

We appreciate your suggestions, but I want to be completely upfront with you - please don’t expect this soon. Restructuring this isn’t on our radar at the moment (and likely never will be). The work would be huge, the benefits questionable, and there are undoubtedly much bigger fish to fry.

There’s far more to how Breww is architected than you see on the surface as a user of the platform, so suggestions of what you want to see or be able to do, are more useful & actionable than blind suggestions about how you think the structure behind the scenes should change. We can address your requests with reporting improvements instead, and this would be a better end result than a restructuring of the underlying data.

Cheers