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Level 2

Different types of customers

We are a wholesaler and currently sell product to retailers and restaurants within our state.  We are looking to expand to other states as well and will be selling our product to other wholesalers, not directly to retailers.  I know how to set up different types of customers, we currently have 3 different types within our state business.  And I know how to set up different price levels too.  My question is if I should set up a separate company in Quickbooks for our Out-of-state business in order to keep it separate.  I would prefer to do this, but how do I keep track of inventory, outside of doing a virtual transfer?  Trying not to over-complicate things but feel like I should keep the two separate so I have a better picture of volume and margins.  Any suggestions would be greatly appreciated! 

 

Thanks! Dee  

2 Comments
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Level 1

Different types of customers

Use classes. For each state, you do business in assign a class. You can then run a Profit & Loss by Class report, which shows the revenue and expenses for each class (state).

Highlighted
Level 1

Different types of customers

 

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