Agent Selection Mandatory

YouTube Link: How to Enable Mandatory Selection of Agent / Salesman in Sale Bill ?

How to Enable Mandatory Selection of Agent / Salesman in Sale Bill ?

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.

Steps to Configuration

• 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."

Demonstrating the Feature

• 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.

Skipping salesman selection in billing, Software triggered a mandatory selection error.

By following these steps, you ensure accurate sales records and smoother operations.