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Creating "Trade bac...
 
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Questions Creating "Trade backs" on a Sales Order

 
Everything Else
Last Post by Tim Rodman 5 years ago
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Posts: 6
 MattD
Topic starter
December 8, 2020 10:25 am
(@mattd)
Active Member
Joined: 5 years ago

Hello,

I asked this question a couple months ago but wanted to pose it a different way and maybe get a better response. My company is newer to Acumatica (since April 2020) and our old software (Everest) used to be able to handle transactions in this way very easily, here is a hypothetical scenario:

We are a car dealer and a customer is making a purchase of a new vehicle. The vehicle is in my inventory as a whole unit. The customer wants to upgrade the wheels on the vehicle, so we need to swap them out. We take 4 wheels out of our stock and install them on the vehicle then restock into inventory the 4 wheels that originally came on the vehicle. Then we sell the car. We can later sell the 4 original wheels to another customer.

In Everest you can simply use a negative quantity (-4 wheels) on the sales order which in this case would bring 4 of the original wheels back into our inventory stock. Then put positive 4 of the new style wheels on the same sales order, effectively "swapping out" or "trading back" the wheels.

This type of transaction happens ALL THE TIME, multiple times daily here at my company and I have not found a good way to do it within Acumatica. As far as I can see, this is one area that old Everest seems to have the edge.

Thank you,
Matt Devine

Power Eagle USA


1 Reply
Tim Rodman
Posts: 3193
 Tim Rodman
Admin
February 26, 2021 12:25 am
(@timrodman)
Famed Member
Joined: 10 years ago

Hi @mattd,

 

I recommend posting this in the new official Acumatica Community Forums:
https://community.acumatica.com

 

For the foreseeable future, the Forums here will focus on the Reporting Tools in Acumatica (Dashboards, Generic Inquiries, Report Designer, ARM Financial Report Writer, Velixo, Excel, Power BI, etc.) and also discussions that are too “transparent” to be allowed in the new official Acumatica Community Forums. For more info about how AUGForums.com compares to the new official Acumatica Community Forums, checkout this post:
https://www.augforums.com/augforums-com-vs-the-official-acumatica-community


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