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. |