Authorized buyers

Authorized buyers

To configure an Authorized Buyer for a customer account;

  1. click Edit on Customer
  2. select Finance tab
  3. check Requires Contact for Sale
  4. click save

The customer will need to have contacts set up to use this functionality. 

When tendering the POS Order, a contact must be selected to complete order.



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      Under the customer record, navigate to the Finance tab and select the Requires PO# checkbox: Note: The requires contact for sale will require you to select a contact as an authorized buyer. The user will need to save the Customer PO # on Work orders ...