Agent Selection Mandatory
Last updated
Last updated
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Welcome to Logic ERP's tutorial on making agent selection mandatory during billing. This feature enhances transaction tracking and reporting by ensuring every transaction is linked to the correct agent.
Access Configuration: Navigate to the Sale Voucher configuration.
Select Billing Series: Choose the relevant billing series.
Enable Mandatory Selection: Tick the option for "Agent Selection Mandatory."
Upon billing, you'll see an option to select an agent.
A dropdown menu will list all configured agents.
Selecting an agent is required; leaving it blank will trigger an error.
By following these steps, you ensure accurate sales records and smoother operations.
