How to bypass household lookup in Global Sales
RecTrac 3.1.10.21.00
Table of Contents
Problem
How can we automatically bypass the household lookup when going to Global Sales in RecTrac?
Solution
From your Daily Processing profile, set the Global Sales Lookup Option setting to No Household.
Steps For Solution
- In RecTrac, go to Profile Assignments.
- Locate and highlight the Daily Processing Profile linked to the user/user group you wish to enable this feature.
- Set the Global Sales Lookup Option to No Household.
- Click Save.
Next time users linked to that Daily Processing Profile access Global Sales, they will bypass the household lookup screen.