supplier/customer in order entry

[hans_bakker]

Currently in the backend order entry the customer and supplier are
optional fields on the first screen.

Do we want that? Isn't it better to make that mandatory?

any opinions on that?

--
Antwebsystems.com: Quality OFBiz services for competitive rates

[David E Jones-3]

We could perhaps make the supplier mandatory for purchase orders, but  
even that could be cumbersome.

For sales orders we definitely want to support starting and order  
without knowing who the customer is. Consider the typical order via  
phone where the customer asks about products, requests various, and  
then the CSR gets their information. If the CSR always had to get the  
customer info up front it could be rather awkward and reduce sales  
conversion.

-David


On Feb 20, 2009, at 1:30 AM, Hans Bakker wrote:

> Currently in the backend order entry the customer and supplier are
> optional fields on the first screen.
>
> Do we want that? Isn't it better to make that mandatory?
>
> any opinions on that?
>
> --
> Antwebsystems.com: Quality OFBiz services for competitive rates
>

[Pranay Pandey-2]

Hello Hans,

I would say we should have supplier as a required filed for purchase  
orders.

Thanks & Regards
--
Pranay Pandey

On Feb 20, 2009, at 2:00 PM, Hans Bakker wrote:

> Currently in the backend order entry the customer and supplier are
> optional fields on the first screen.
>
> Do we want that? Isn't it better to make that mandatory?
>
> any opinions on that?
>
> --
> Antwebsystems.com: Quality OFBiz services for competitive rates
>

[Bilgin Ibryam]

On Feb 20, 2009, at 10:41 AM, David E Jones wrote:

> For sales orders we definitely want to support starting and order  
> without knowing who the customer is. Consider the typical order via  
> phone where the customer asks about products, requests various, and  
> then the CSR gets their information. If the CSR always had to get  
> the customer info up front it could be rather awkward and reduce  
> sales conversion.

For sales orders, when customer is unknown, we use an anonymous user  
assigned to the store with Default Customer Role.
HTH

Bilgin

[Jacques Le Roux]

From: "Bilgin Ibryam" <[hidden email]>

> On Feb 20, 2009, at 10:41 AM, David E Jones wrote:
>
>> For sales orders we definitely want to support starting and order  
>> without knowing who the customer is. Consider the typical order via  
>> phone where the customer asks about products, requests various, and  
>> then the CSR gets their information. If the CSR always had to get  
>> the customer info up front it could be rather awkward and reduce  
>> sales conversion.
>
> For sales orders, when customer is unknown, we use an anonymous user  
> assigned to the store with Default Customer Role.
> HTH
>
> Bilgin

Another obvious option would be to ask for customer at process end if empty

Jacques