To click the Transfer button without choosing a customer

Created by QNE Software Sdn bhd, Modified on Mon, 18 Sep, 2023 at 5:35 PM by QNE Software Sdn bhd


Scenario: 


In the Sales module, if a user doesn't choose a customer, they won't be able to use the "Transfer" and "Partial Transfer" functions 


After select customer, the transfer function will be available.

Is there a setting which allow to use the transfer button without select the customer first?  




Solution 

    

Maintenance > System Options > Sales > Compulsory select customer to transfer document (Advisable to enable to have a better performance)


By default, this option is ticked. Thus, you need to select the customer first then only able to select “Transfer Button”


To click the Transfer button without choosing a customer, you can uncheck this setting.



Note: If you have a lot of transactions to transfer, the system might slow down.


Kindly refer to attachment for the PDF file

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