Author Topic: Compulsory for all staff to add a customer to every sale  (Read 4455 times)

Offline jeffis

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Compulsory for all staff to add a customer to every sale
« on: March 01, 2011, 03:18:52 PM »
i was just wondering is there a way of making it compulsory for staff to add customer details to every sale..

if not can i pay to get this done?


i also need to get some extra work done on the customer details page and invoice layout

we have been using manual sales forms up until now and there is a list that all staff must complete for every sale

how did you find us
delivery address
date required etc

if i provide you with a list can these be added to the customer details pages or the invoice layout pages?


cheers
jeff
« Last Edit: March 16, 2011, 05:15:04 AM by ronaldrwl »

Offline ronaldrwl

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Re: Compulsory for all staff to add a customer to every sale
« Reply #1 on: March 02, 2011, 07:47:41 AM »
You can already do these by:

1 - Setting "Requires Customer" in the Settings / Payment Methods window.
2 - Open the Customer / Customer Control window and use the Tools / Define Fields.
« Last Edit: March 16, 2011, 05:15:40 AM by ronaldrwl »

Offline jeffis

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Re: Compulsory for all staff to add a customer to every sale
« Reply #2 on: March 02, 2011, 10:07:58 PM »
is there any way for more of the Define Fields that i have changed to show up on the invoice?

eg
added how did you hear about us? but doesnt show on invoice
also the email doesnt show on the invoice?

is possible to see these?

cheers again

your service is fantastic

Offline ronaldrwl

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Re: Compulsory for all staff to add a customer to every sale
« Reply #3 on: March 03, 2011, 07:43:45 AM »
Sorry, there is no option to add fields to the invoice.

Offline ellegado

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Re: Compulsory for all staff to add a customer to every sale
« Reply #4 on: March 06, 2011, 02:46:21 PM »
Ronald


Is there a way that the program make the cashier or waiter need to put in the customer when doing a tab before they can continue to the next sale becuase of the volume of sales the employee may forget from time to time who order what or custmer might leave without paying.

thanks

El Legado Golf Resort

Offline ronaldrwl

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Re: Compulsory for all staff to add a customer to every sale
« Reply #5 on: March 06, 2011, 03:23:48 PM »
Umm, read the post above this?