Product documentation
Accounts receivable > Setup > Accounts receivable parameters > tab Sales order optimizer
| Field | Description |
| Anonymous customer | THis customer is used when the function create anonymously customer is used |
| Manual selection of loyalty card |
If enabled, when a customer has only one loyalty card, the loyalty card is not inherited to the sales order header automatically when a sales order is created. It needs to be selected manually. THis parameter is not only influencing the behavior whe a sales order is created from the customer service form, but also when the sales order is created from the customer form, sales list page or from a sales quotation.
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| Show country on grid | Show the country on the sales order grid. Enabeling this parameter might have a negative infuence on the performance. |
When creating a new customer sales order or quotation it is possible to register the sales taker. This is useful for operational questions and sales reporting. With the parameter “Prompt for sales taker” the system enforces the entry of a sales taker, when creating a new sales order or sales quotation.
Note
Accounts receivable > Setup > Accounts receivable parameters
| Field | Description |
| Prompt for sales taker |
When there is no worker attached to the active user and a sales order or sales quotation is created, user will get a dialog to select the sales taker. The sales taker field can not be empty. |
With this function it is possible to create a new sales quotation without having to leave the sales order form.
When you click on the menu-tab Sales Order > New > Sales quotation the system will open the sales quotation form and creates a new sales quotation for the order account of the current sales order.