Topic: Creating Invoice for your debtors
Please there is a situation with my FA. I have assigned all my debtors to their respective location that is manned by the salesreps. The issue I now how is:
1. when I want to issue an invoice to a customer (debtors) one I click the customer all the parameters to that customer is supposed to appear like payment = delayed, Deliver from location= location the customer is tied to. But this is not the case. I do i do this cos it will enhance speedy entry.
2. I also need to add additional fields (2 fields) for customers. how do I go about this.
3. I also want only customers assigned to a branch be made available to the salesrep when he logs in to FA. i.e he should be restricted to his customers alone.
4. How do I tie a salesrep to a location.