The warehouse application can also be used for very advanced purposes.
Customer / project management
To find out to which customers a product has been sold or given, you can proceed as follows:
- Add a column in the Transactions table, where you enter the name of the customer / project.
- Add a table where you list the customers and assign a code.
- Add a column in the Transactions table that is linked to the customer.
You can add as many columns / tables as you wish to keep track of projects, suppliers or other.
To filter the transactions carried out by a customer, go to the Transactions table and in the column Customers or Projects, use one of the following commands: Extract and sort rows; right-click on the customer cell and choose Extract rows; use the filter function.
If you operate an online shop, you can use the Locations table to define virtual warehouses, where you can indicate the goods to be shipped, incoming, reserved, etc.
Here some cases:
- Online purchase of goods by a customer.
- As soon as the order is received, you record a movement between the physical warehouse and the virtual warehouse called "Dispatch".
- When the goods are then physically dispatched, you record the outward movement from the warehouse called "Dispatch".
- Ordering goods from a supplier.
- When you order goods, you record an incoming movement to the virtual warehouse called "Arrivals".
- When the goods arrive, record the movement from Arrivals to the main warehouse.
By creating other virtual locations, you can also manage more complex workflows.
With the import command you can take data from other programmes, in any of the following ways:
- Open the file in Excel and arrange the columns as you have them in Banana and then use copy and paste.
You can also create a view, setting the columns in which to report movements.
- Prepare extensions that import and convert data from existing formats.