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  3. Clerk vs. Sold By
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  2. Setup
  3. Clerk vs. Sold By

Clerk vs. Sold By

During a sales entry transaction, the program lets you differentiate between a Clerk and Sold By salesperson. This might come in handy, if a business owner likes to keep track of who assisted a customer on the sales floor versus who entered the transaction. They both can often be the same person though.

  • Easily make this distinction by selecting the New Sale icon in the program’s toolbar
  • Select the drop-down arrow next to the Clerk field and select the person who is actually ringing the sale
  • Select the drop-down arrow next to the Sold By field and select the person who assisted the customer on the sales floor
Updated on August 4, 2017

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