Which branch gets the sale?


Which Branch Gets Credit for Sales?	revised Nov15/99 by Larrie minor revision Mar/08 by Geoff

It matters which branch you invoice engines, parts and labour from.

Here are the criteria:

Deere, Kubota: Our invoice shows the branch that handles the territory. The question to ask is "would we get this sale if we didn't have the Calgary dealership?" So, for example, we can sell to Brandt Tractor and Central Pump because of Calgary's presence, even if the engines were shipped from Delta.
parts: Invoice from the shipping branch. In cases where you sending an Deere engine and parts in the same shipment to an Edmonton customer from Delta, the engine goes on one invoice, shown as "shipped from Edmonton", parts get billed from Delta.
service work: whichever branch does the work.

Territory Sales
The reasoning behind this is each branch should get credit for engine sales in its territory, so we have a clear idea of the contribution we get from the branch being there. There had been friction building up between the branches--one branch was seeing the other branch's salesmen as "poachers"! This is an unhealthy attitude. We're all supposed to be on the same team.

Parts & Service
We need to know where parts come from so forecasts, etc. are correct.

Do not use Branch to Branch Transfers unless we are actually shipping the part from one branch to another. If Delta ships a part directly to an Alberta customer, invoice the part as being sold from Delta. Do NOT do a BBT and then an invoice from Edmonton.

Service work, the same logic applies. Whoever does the actual work gets the credit.

On the first page of the INVOICE program, there is a field for the branch. It doesn't matter where an invoice is entered into the system--what matters is what goes in this field.

If this doesn't make sense, please ask, so we are all clear on the concepts.

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