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Customer Required in the Sell Menu
Customer Required in the 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 sales transactions with every single detail, including your customer data, and you want to make the sell menu require Customer Information, you can set it to default, so the transaction cannot be made without customer information. To make the sell menu requires customer input, you can follow the steps below:

I. Configuration

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

Setup More menu

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

Customer required yes

II. Try to Make a Transaction without a Customer

Go to the sell menu, and try to make a new sales transaction without inputting any customer in the customer input form

Please Input Customer

As you can see after the configuration was saved, you can no longer make a transaction in the Sell menu without inputting the Customer Information.

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