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  1. CFA MX
  2. CFAMX-22877

Outside Sales : Updated to Reports and Hidden Customer Name

    Details

    • Type: Feature Request
    • Status: Open (View Workflow)
    • Priority: Major
    • Resolution: Unresolved
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: None
    • Labels:
      None

      Description

      CFA would like to make the following changes to the Outside Sales Report:

      Display the ‘Systematic Cust - Outside Sls’ records at the bottom of the report after all other Outside Sales

      Add a note at the bottom of the report, below all Outside Sales records, that explains what the ‘Systematic Cust - Outside Sls’ customer account means

      Verbiage: ' “Systematic Cust - Outside Sls” : Restaurants are no longer required to assign a Customer Account to an Outside Sale that is not tendered as “To be Collected”. To ensure all Outside Sales process correctly without user interaction, the “Systematic Cust - Outside Sls” customer is automatically assigned to an Outside Sale when both of the following conditions are true:

      The Outside Sale was not tendered as “To be Collected”

      A Customer Account was not selected and assigned to the sale on the POS '

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              • Assignee:
                jason.powell Jason Powell
                Reporter:
                jason.powell Jason Powell
              • Watchers:
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                Dates

                • Created:
                  Updated:

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