In this tutorial I’ll demonstrate how to create a separate “Sales Account” transactions for a specific product group. In our case we sell Tobacco and we want to see Tobacco Sales separately under accounting. This is a great example for using multiple transaction types in a single ticket.
First of all I’ll create few products for Tobacco group. From Settings > Products > Product List > Batch Create Product list a new popup appears for product list entry. First line starting with # character is the name of the product group and I typed product name and price on each line.
On screenshots I highlighted parts we’re discussing in yellow color.
I need an action to change an order’s transaction type. I configured Account Transaction Type as [:Account Transaction Type Name] variable so I can change it in a rule.
I’ll need a rule to change an order’s transaction type for tobacco orders. When an order added to ticket from Tobacco group the account transaction type becomes Tobacco Sales Transaction.
After 5.1.61 update you can limit payment types by menu item group. In this sample we’ll use limit payment processor to prevent credit card payments used for paying tobacco.
Navigate to Settings > Tickets > Payment Types, edit Credit Card payment type, switch to Payment Processors screen and insert Add Limit payment processor.
{TICKET ORDER EXACT TOTAL EXP:MenuItem.GroupCode != "Tobacco"}
TICKET ORDER EXACT TOTAL is a new ticket expression tag for 5.1.61. It returns total of orders and also reflects calculations like discounts, services, etc.
Min amount configured as $1 so amounts less than $1 can be paid with credit card. You can configure it as a smaller non zero value.
I also enabled “Include Past Payments” setting so partial payments will taken into account.
Man I didn’t know that you could literally create batch items with group code and price straight from batch create! I think that itself can be considered a separate tutorial :P. More like a tip than a tutorial but it’s really neat. I don’t know If I’m the only one who didn’t notice that short cut but now that I started using it, I’m loving it! Best thing ever! In accordance to extra kudos for this tutorial. I found myself using this a lot more than I thought.
Hello guys, So how about if one needs to separate all account for a certain group of products into a different accounts screen as well as the reporting. This is a business that has two companies in one place and they sell all items as if it was a single business. One group of products they are a partnership business and the rest the belong to one guy.
With the above method of transaction types changes at order level works fine, and i am able to see the move of value from sales account into receivable accounts in both account screens appropriately as below,
My Vagies Sale Transaction rule Change for Vagies Category
Back to my order screen i have first 2 products from the breakfast category and the bottom 2 from the Vagies Category
Before payment is made if we just submit this order i have the desired result in accounts
Here is my General account Screen
The above is as expected, problem comes in going further when payment is made, i am not sure which event i am supposed to counter, So i tried passing this account type
to the Update Order Action in Payment Processed event
When i go back and pay the ticket, this is how my accounts screens end
How can i move Vagies Receivables into Vagies Cash without affecting the General Accounts, I know my rule above in payment processed may be totally wrong, but just to communicate the idea. Any help in the right direction will be appreciated. Thanks.
On screenshots I highlighted parts we’re discussing in yellow color.
