Applies to: RollMaster (RM) Core
Use this article as a reference for the Vendor Sales module, including generating and exporting vendor sales data, filtering options, export settings, and reporting for vendor rebates and property management requirements such as Greystar.
Does Not Cover: Vendor setup, purchasing, invoice exports, inventory transactions, or other sales and financial reports.
Menu Path: Special Functions > Vendor Sales
For other Inventory Control programs, refer to the Special Functions module documentation.
This module is essentially an Excel report to allow for tracking sales by Vendor, and also works for exporting needed data to Greystar. The exported data includes a column for Invoice Paid Date. In addition to tracking of unpaid items that qualify for rebates, this module also benefits multi-family dealers who need to report quarterly sales to the management companies they do business with and also for multi-family dealers to report to Greystar. RollMaster keeps track of required updates for Greystar so our dealers remain compliant and benefit from the reporting option. When you enter this module, the screen will prompt a Vendor Sales screen as follows:
Because Greystar doesn’t require data on Labor and Special Charge lines, a checkbox appears at the bottom of this screen as follows: Exclude Labor/Special. Additionally, the report data can be customized by Customer, Property Manager, and Vendor, as well as for a range of Invoice dates. The data that exports to Excel can be further customized to what you need to provide to each company. Additionally, an alternate Excel export report is available by checking the Alternate Output checkbox prior to exporting. While this was added for a specific customer, it can be used by all RollMaster clients.