Re: The basics

[Roy Nicholl <..hidden..>]

Greg,
I have been using  SQL-Ledger (transitioning to LedgerSMB) to look  
after the books of a local running club + it's two major races (set  
up as separate departments), over the past several years.

Similar to your  programme of ski lessons, we offer an annual slate  
of running clinics.  We also have three classes of general membership  
(plus we allow folks to purchase multi-year memberships).   For our  
family memberships, we only register one customer - the parent who  
purchased the membership.   If any of the family members signup for a  
clinic (or purchase club gear), then they will become a customer at  
that time.

We have setup out memberships and clinics as "services" - though this  
year our marathon clinic has been set-up as an assembly which  
includes a club membership (service) and a technical running  
'T' {itself an assembly of the shirt + the vendor service of  
screening a logo upon it}.

Likewise, Race entry fees have been "services" in the past, but this  
year I am planning on using an "assembly" which will include the race  
schwag (a shirt) and the pre-race pasta dinner.

If I can be of more help, let me know ... I would also be interested  
in assisting with your 'case-study' so that the documentation would  
contain a non-profit example.

Roy


On 17-Mar-2007, at 16:31, Geoff Wright wrote:
> A typical transaction for the club:
>
> 	There is a family of four (Mom, Dad, Son, Daughter).  The family
> purchases a "Family" membership ($100).  The family also purchases
> "Bunnyrabbit" classes for Son ($30) and "Jackrabbit" classes for
> Daughter ($40).  Mom joins the "Masters" program ($50).
>
> What is the correct way of setting this transaction up?
>
> 	1. Add customer - should I add each member of the family separately
> or should I enter it as one single family unit? We tend to think
> about a family as one unit because the parents often pay for their
> children. There can also be multiple transactions over the course of
> the year as a child could be involved in other activities from time
> to time.
>
> 	3. What are our products?  The memberships and classes are our
> "products".  Should I set these up as "Services" in ledgerSMB?
>
>
> Thanks in advance.  Would there be interest if I wrote this up as a
> "Case Study" to be included in the documentation?  Perhaps as a
> complement to the example, "Retail with Light Manufacturing".
>
> (I realize that this request is going above and beyond the call and
> would be interested in hiring a consultant to help us set up our
> accounts and processes correctly ... if the price is not too high = ~
> $200. Please contact me if you have the time to help us out.)
>
> Cheers. And I just want to say that you have all done an amazing job
> on this program (as have the folks over at sql-ledger prior to the
> port)! I trully respect the job that you have done so far!
>
> Geoff
>
>
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