Accounting for locations

In the standard system, the head office specifies all settings for the locations. You can use your own settings in locations, with the exception of invoice number settings. If you specify the settings in the location, these must be entered there completely and thus possibly again.

 

If a customer is billed both in the head office (or another location) and in the location (with its own settings), two invoices are generated. The location with its own settings thus generates its own invoice (but the invoice number is uniquely assigned by the central system):

The selection of the locations for the settings can be carried out from the central via the title bar.

Matching customer payments

• The booking data from payments to the customer account are transferred to the head office and can be processed there.
• The Front Office OP Compensation is also transmitted to the head office. Likewise, the OP clearing from the head office (MOBILE PEOPLE Invoice) is transferred back to the branch. Here, too, the branch has priority within a comparison cycle if changes are made at the same time.
• Changes in transactions with MOBILE PEOPLE Invoice, such as adding or deleting items, cannot be transferred back to the store. MOBILE PEOPLE Invoice should therefore be used with these functions either in the head office or in the branch.

Back to the parent page: Location functions of the programs