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The "Patronage Worksheet" window is used to view and create patronage allocations for a specified period of time. Patronage points can be allocated based on a customers purchases, purchases from a vendor and decreases in the customers receivable account balances.
The description for your patronage worksheet.
The starting date for the patronage points calculation.
The ending date for the patronage points calculation.
Enter the amount of patronage that will be allocated as equit.
Enter the ledger account that will be credited when the equity is allocated to the patronage groups.
Enter the memo that will appear on all card adjustments created by Quasar when equity is allocated to the patronage groups.
Enter the amount of patronage that will be allocated as credit.
Enter the ledger account that will be credited when the credit is allocated to the patronage groups.
Enter the memo that will appear on all card adjustments created by Quasar
when credit is allocated to the patronage groups.
The totals folder displays the total points calculated for each patronage group. Points are calculated by clicking on the "Reload" button.
The sales folder displays the total points calculated for each patronage group for sales to customers who belong to the patronage group. You can turn the customer detail and/or the department details on by clicking on the appropriate flag.
The purchases folder displays the total points calculated for each patronage group for purchases from vendors who belong to the patronage group. You can turn the vendor detail on by clicking on the vendor detail flag. The number of points assigned to each dollar of purchases can be set by enter the multiplication factor in the "Purchase Points" attribute. For example entering "1" will assign 1 point for each dollar of purchases.
The balance change folder displays the total points calculated for each patronage group for reduction of accounts receivable balance. You can turn the customer detail on by clicking on the customer detail flag. The number of points assigned to each dollar of balance reduction can be set by enter the multiplication factor in the "Purchase Points" attribute. For example entering "1" will assign 1 point for each dollar of accounts receivable reduction.
The adjustment folder is used to make manual adjustments to patronage points.
A new adjustment can be added by clicking on "New". An adjustment can be edited by highlighting a patronage group and clicking on "Edit" and you can remove a manual adjustment by highlighting the patronage group and clicking on "Remove".
Click on the reload button to recalculate the allocations based on the entered parameters.
Click on the print button to print a hard copy of the points allocation.
Click on the post button to post the equity and credits to the appropriate equity and credit customer accounts. A customer adjustment will be created for each equity allocation and each credit allocation.
Table of Contents | Quasar Commands | Up: Setup System | Up: Setup Card | Previous: Patronage Worksheet List |