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Customer Required in Sell Menu
Customer Required in Sell Menu

How to make Sell menu requires Customer Input

Christian Wijaya avatar
Written by Christian Wijaya
Updated over a week ago

Presuming you need to record all your transaction with every single detail, including your customer data, and you want to make the sell menu requires Customer Information, you can set it to default, so the transaction can not be made without customer information. You can try this following method.

Table of Content :


I. Set the Default Setting

Step 1. Go to Setup, Click More Menu, then Choose Module

Customer Required in Sell Menu - Setup

Step 2. Go to Sell Tab, Set Customer Required to Yes, then Click Save

Customer Required in Sell Menu - Enable Customer Required Config

II. Make a Transaction without Customer

Customer Required in Sell Menu - Config Applied

Notes :

After the save was made, you are not longer allowed to use Sell menu without inputting the Customer Information.


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