- How can I limit the customers for whom a salesperson enters orders??
- Each customer has a default salesperson assigned in Customer > Master: Setup, General.
When your salesperson logs in and starts a sales order, you can limit the customers available to those to whom s/he is assigned:
Go to Company>User Master. Then in the Salesman column, click the arrow and select check boxes beside those salespeople whose customers you want to allow this user to enter orders for. This will restrict the user to only view customers, orders, quotes and invoices assigned to the selected salespeople.
To override this setting and allow salespeople to access information for all customers, go to the Company Master, and set Allow linked User/Salesman to enter orders for all Customers to Yes.
