Friday, June 1, 2018

LS NAV - Change Salesperson on POS Transaction

http://help.lsnav.lsretail.com/Content/How%20To/How%20to%20Link%20Sales%20Person%20to.htm

http://help.lsnav.lsretail.com/Content/LS%20Retail/POS/Functionality/Commands.htm

SALESP Command can be added to POS button to prompt user to change salesperson id on the transaction.

Salesperson ID can only be another Staff that is configured as a salesperson. The Staff can be linked to an existing NAV Salesperson


  • Create Staff SR's
  • Create Real SR's in Salespeople menu, Assign to Staff SR's
  • Sync Table 13, and all staff tables


On the functionality profile,

  • Sales Person Mode - Manual: allows you to manually enter a salesperson
  • Sales Person Mode - Automatic: forces you to enter a salesperson every time you start a transaction

If you accidentally add salespersons, they cannot be removed. You must void and redo the transaction.

Added Salespersons appear in the Trans_Sales Entry.Staff ID (only the last SR entered) per line

When statements are posted, the salesperson information does NOT go to the Customer Ledger entries, but lives on the Trans_ Sales Entry as the Staff ID
To modify this behaviour, and put the SR Code into the Customer Ledger Entry, check
http://cowmasterscorner.blogspot.com/2018/06/ls-nav-modify-statement-post-routine-to.html

To add a button to bring up a list of salespersons





  • Create a "OPEN SR" button that displays all SR's assigned to the store

    • Create Staff and assign them as Sales Persons with the appropriate SR id's attached
    • Create button with command: LOOKUP
    • Create Parameter for SR in the POS Lookup Card screen 
      • MenuID: #LOOKUP-FI to get filters in the lookup
      • Input Control ID: #LOOKUPINPUT 
    • Create Data Table ID SR in the POS Data Table screen
      • Table 99001461
      • Selectionmode: SelectOne
      • Set columns to
        • ID
        • First Name
        • Last Name
        • Employment Type
        • Sales Person
        • Store No.
      • Default search command: filter
      • Set Indexes on columns to make them filterable and sortable
      • Set filters as
        • Employment Type - Fixed filter "Sales Person|Both" (no quotes)
        • Store no. - Fixed Filter [STORE] (to use the current store)

    No comments:

    Post a Comment