Product documentation
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    Prompt for sales taker
    In This Topic

    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

    This function is only relevant for sales orders that are not related to counter sales orders. In case of counter sales orders the worker is enforced via the store user or a worker has to identify himself during the logon procedure when he is logging in on the register.
       

    Setup

    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.