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Re: How to disable default entry of old/previous customer on POS screen?



On Sun, Jun 8, 2008 at 1:47 PM,  <..hidden..> wrote:
> "Chris Travers" <..hidden..>
> Sent by: ..hidden..
> 06/08/2008 04:04 PM
> Please respond to
> ..hidden..
>
>
> To
> ..hidden..
> cc
>
> Subject
> Re: [Ledger-smb-users] How to disable default entry of old/previous
> customer on POS screen?
>
>
>
>
>
>
> On Sun, Jun 8, 2008 at 12:11 PM,  <..hidden..> wrote:
>> Looking for some help.  We just began using the POS, but running into a
>> lot of users errors especially when it comes to the Customer field.  The
>> default behavior is for the Customer field to default to the old
> customer
>> (or the Customer from the previous sale). Our users though forget to
>> change this field when the next sale is entered for a different
> customer,
>> therefore, the sale gets posted under the previous customer's name which
>> is incorrect.  How can I change this so the Customer field does not
>> default to the previous customer and instead begins with no customer
>> selection?  This would then force the salesperson to enter a customer in
>> the Customer field.  Ideally, when the salesperson first select
> POS>Sale,
>> the pos screen would open with no entry in the Customer field, but the
>> cursor placed in that field waiting for entry from the salesperson.
>>
> Add an end-date to the customer record.
>
> I tried that and it didn't work. If the customer is the previous customer,
> even though they have an end date in the past, they still show-up in the
> customer field.  Furthermore, that makes the customer inactive when it
> comes to customer searches which I don't believe is an ideal solution.  I
> still want to be able to enter these customers in the customer field, I
> just want it to default to an empty value.

Ok, the first part is a bug (disabled customers should not be current
customers).  We should be able to fix this.

As for customer searches, which customer searches are you talking
about?  There are times you want to be able to search for old
customers and times you don't.

Best Wishes,
Chris Travers

>
> Best Regards,
> Steven Marshall
>
> Taty Lee Boutique
> 11705 Jones Bridge Rd., B206
> Alpharetta, GA 30005
> 770-410-6964
>
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