Hi Everyone, apologies if this has been asked before but can’t seem to find an answer and I’m sure I’m missing something obvious!
I would like to create two customer accounts that record free food given either to staff or the boss. When items are entered here I need it to automatically gift them so that it does not show as an addition to the day’s takings the way customer accounts do. But I would still like to be able to track the retail value of these items over time.
You can do that without accounts.
Gift is shown on work period by default.
Gift is just a status of The Gstatus state. I’m pretty sure you could just tweeks the automation.
Changing to prompt for type of company rather than just gift.
There is a few dependent rules on the gift flow so best option might be to add a value to the gift state for type leaving gift as a collective term for all and adding extra part or separate report to show breakdown of gift state values.
Then being a report you just set the date range for what you need.
Using accounts will count towards sales without additional actions to credit off the balance. If you put gift item to account accounts will work using value so there will be no value on account.