Require Vendor for Prebooks

Require Vendor for Prebooks

Overview

 

To create a Prebook, the default required fields are Customer, Truck Date and Products. The system allows to make the vendor required for a given user while adding or editing a product in a Prebook. 

 

Instructions

 

  1. Go to Setup >> Users

  2.  Click on the Search button to find the user you are going to set up the setting for.

  3. Under the Actions column click on "Edit".

  4. The Add/Edit User window will pop-up, click on the Options tab.

  5. Check the option  Require vendor for Prebooks.

  6.  Click on Save to finish.

How Does this Option Work?

When this setting has been enabled, the system will require the vendor to add a product line.

Related Articles

Information

For further information on how to delete items from an order, read How to Delete Products from an Order?