Sales invoice - Auto fill sales person
Option to Auto Fill Account, Tax Rate, Sales person for all rows. It gets quite time consuming to manually add for each line (even if it is a button at the top of the fields allowing auto fill of all, that would greatly help)
Nielson Plug
shared this idea
Hi, Neilson, as noted in my last update, it sounds like Tracking is the most appropriate feature for auto filling your sales person in an invoice. You can add defaults for contacts that'll automatically populate the tracking column as you enter lines within an invoice for that contact.
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Yee Hou Tan
commented
I like the idea of this.
There may be situations where the same customer might be served by multiple sales people.
Having a default tracking category might work but it eliminates multiple scenarios which we may require different sales people tracking.