Do you have a sales person when selling products? If so, the configuration discussed in this article may be very helpful to you in preventing the cashier from forgetting to input the Sales Person in each transaction. If this configuration is active, when the cashier doesn't enter the Sales Person in a sales transaction, the transaction cannot be processed. Details related to this configuration you can see the explanation below:
Table of Content :
I. Enable Config "Sales Person Required"
Step 1. Select Setup, then Click More Menu
Step 2. Go to Tab Configuration, then Click Module
Step 3. Go to Tab Sell, Enable "Sales Person Required", then Click Save
Step 4. Config has Been Updated Successfully
II. Make a Transaction
Notes :
User are no longer allowed to make a transaction without inputting the Sales Person.
Sales Person Required in Sell Menu Tutorial Video
You might also like to read this article :
You can enable the following configuration (Customer Required in Sell Menu) to secure that the cashier doesn't forget to enter the customer's name.
You can customize the Invoice number template, see the detailed steps here : Adding Prefix for Transaction Number
If you want to restrict users from creating new customer contacts on the Sell menu, you can restrict the access : Disable Add New Customer Button in Sell
