QB Issue Resolution:
Create an estimate for each rep listing the items they take with them, I assume they are taking inventory items (requires QBO Plus).
when they come back having sold/used some, create the invoice or sales receipt for the customer.
If the rep replenishes his stock before going back out, there is no reason to adjust the estimate
if you have QBO Plus you can set up a class or location per rep and tag the transaction with it.
class allows you to tag each item line in a transaction
location allows you to tag the entire transaction
(I thought QBO had rep but I can’t find it)
Resolution for Issue 'Good Morning, I am not new to QB but am new to this type of business. Our sales team attend surgical cases that use our products. When they’re finished we get a delivery ticket with all of our equipment used. The sheet has several barcodes and numbers for each item used. We’d like to keep track of each Delivery Ticket for each rep, but I have no idea how to enter this. We want to create a type of checks & balances system so that we know which cases the reps were paid on etc. Any and all help is greatly appreciated!' available: Yes (Solved).
Source: Intuit Community forum.
Good Morning, I am not new to QB but am new to this type of business. Our sales team attend surgical cases that use our products. When they’re finished we get a delivery ticket with all of our equipment used. The sheet has several barcodes and numbers for each item used. We’d like to keep track of each Delivery Ticket for each rep, but I have no idea how to enter this. We want to create a type of checks & balances system so that we know which cases the reps were paid on etc. Any and all help is greatly appreciated!: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.
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Error Recovery for Entering Medical Device SalesDelivery Tickets [Canada]
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