Why is my Pipeline Profit Report showing different branches stock?

Modified on Wed, 28 Aug at 11:07 AM

In Navigator, you can retain stock in one branch while selling it through another.

When you do this, the deal will appear as sold in the specified branch on the Pipeline Profit Report, but the stock will remain listed in the original branch.

To accomplish this:

  1. Go to the deal and navigate to the Sales Status tab.
  2. Set the "Sold In" branch to the desired location before raising the sales order.

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