Sales Rep field on PO's

• ADMIN RESPONSE

  Feb 15, 2019

  Unfortunately due to the backend design of the application, sales reps cannot be linked to purchase activities. However a similar outcome can be achieved by using custom fields. 

  In the supplier record, add a custom field called Sales Rep and tick the checkbox to use this for Suppliers.

   
  
  You can then select this custom field on a Purchase Order template. 

  

  In the template, then select that you wish to see this field on the SCREEN and PRINT.

  

  When you create a Purchase Order the sales rep is now included with that PO. 

  

  

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