Back date a sale or entry
gathering votes
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Tracy Masilotti
It seems unreasonable that we cannot enter a sale date and have the system move it to that month. For example a sale that happens on February 3 we may want to move into January but I have no ability to do that.
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Jacob Coleman
gathering votes
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Jacob Coleman
Hi Tracy, thanks for the feedback! We'll continue to gather votes on this, and you'll receive any updates automatically.
Shelby Parker
Hello Tracy Masilotti! I have a few more questions for you:
- What specific scenarios or business needs require backdating a sale?
- How frequently do you anticipate needing to backdate sales?
- Are there any specific reporting or accounting implications we should consider when implementing this feature?
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Tracy Masilotti
Shelby tththis does happen quite often but one of the main reasons would be if a customer walks in the door February 2 wants to take advantage of a quote or a program that was available January 30 we would sell the gentleman a car and “backdate“ to sale since this sale has never existed in a previous month there was never loaded into the system in the previous month there is no way to tell the system that this sale should be counted in January notFebruary’s Soldi