What is the Difference Between Sold By and Entered By

When entering transactions, Invoices, Quote and Jobs there are two options, Sold By or Entered By.

Entered By

This field is designed to record the user that is entering the transaction.  This generally will default to the name of the signed in user.

To identify the user, it is displayed in the top left hand corner of the Screen along with the Company Name, System and Version.

To force users to use their Staff identifier for Invoices and Quotes, see Entered By on Customer Invoices

Sold By

If a Customer is set up with the Sales Rep completed, all Sales, Quotes and Jobs will be attributed to this individual. The Sales Rep is designed to the person who looks after the account on a day to day basis.

Or if the Sales Rep is not automatically filled in, it is recommended that the person that made the sale is used.

Requiring the Staff ID

To force the use of either (or both) of these fields, go to Admin / Defaults / Manage System Defaults and tick the required preference.

Transactions will not be able to be processed without entering the required information.