Track Your Orders: Supply Order and New Product Order Information on CC

[akrebecca]

So, either I can't see what is in front of my face or it is not there. In March I ordered the new product by going to the CC and ordering there. Tonight I was doing some expense entries in P3, when I realized that the order was not listed on the income & expense. I also looked for the Fall New Product Order I placed & it was not listed either! And I had just finished the taxes on Sunday! Good thing I have not mailed them yet. Long Question short, how do I get that info off CC? I have looked. But it is midnight and I just don't see it. Help!

 

[chefann]

You don't. If you order through CC, there's no report that you can run later as a receipt - you need to print it when you submit. That's why I always order samples through CC, so that the expense is on the income/expense report.

 

[akrebecca]

And I thought it would be quick & convenient! GRRR. I guess it is good I figured out now instead of years down the road. So what I need to do (so I have reports run accurately) is enter the expense and note that was ordered on such & such & what it was. Sigh.

 

[cathyskitchen]

Yes, you need to add your orders to P3 if you order through CC. If you order through P3, then they are automatically added to the P3 Income & Expense report (if you have your settings set that way). At the end of the year, I always go through all of my receipts (business supply stores, grocery stores, etc) and add these to my expense report in P3. I also have to add my commissions, too, to show my income, because that's not synched, either. I wish they would synch these (income and expenses ordered through CC) - it would make things a lot easier!

 

[akrebecca]

Life would be easier if they would sync the two. I am planning to send that suggestion to the tech guys. You all should do the same.