1. Home
  2. Sales Entry
  3. Clerk vs. Sold By
  1. Home
  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

Was this article helpful?

Related Articles

Add A Comment