How can I change the Account for a Product

Lee Grisham

July 16, 2018 00:00

On our GL, we separate food products that are used for employee meals and tastings from the food we use in sales. I want to be able to show this in Adaco without changing the Account under the Product as they can be used multiple ways. The best way that I have found to do this is to create a new Outlet with only one Account, the one I where I want to transfer the Product.

For example, we serve a fillet at the tasting that will also be served at the banquet. Three portions of the fillet will be Requisitioned to the Tasting outlet that will change their Account to be "Tasting" based on the Guide at that Outlet. Everywhere else, they will still be under the "Food" account. By keeping the GL Account the same for that Outlet, it just appears to be moving the costs to that Account when we run a report.

Is this the most efficient way to do this or is there another way? We would have to make this change at all our Properties and for multiple Accounts.

Thanks,

Lee

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David Fournier July 16, 2018 00:00

Good afternoon @Hudley Grisham,

Thank you for your query.

The approach you have proposed regarding additional Outlets is pretty standard across our customer base; the scenarios above are similar to employee cafeterias & wastage tracking that others encounter in their businesses.

While changing Accounts per transaction is possible, it does allow much more room for error as well as unlock access rights that we would not normally recommend to ensure standard transactions are coded appropriately.

Please let us know if you have any follow-up questions around this topic.

Best

David

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