Re: supplier/customer in order entry

[Bilgin Ibryam <bi...@iguanait.com>]

On Feb 20, 2009, at 10:41 AM, David E Jones wrote:

> For sales orders we definitely want to support starting and order  
> without knowing who the customer is. Consider the typical order via  
> phone where the customer asks about products, requests various, and  
> then the CSR gets their information. If the CSR always had to get  
> the customer info up front it could be rather awkward and reduce  
> sales conversion.

For sales orders, when customer is unknown, we use an anonymous user  
assigned to the store with Default Customer Role.
HTH

Bilgin

Re: supplier/customer in order entry

[Jacques Le Roux <ja...@les7arts.com>]

From: "Bilgin Ibryam" <bi...@iguanait.com>
> On Feb 20, 2009, at 10:41 AM, David E Jones wrote:
> 
>> For sales orders we definitely want to support starting and order  
>> without knowing who the customer is. Consider the typical order via  
>> phone where the customer asks about products, requests various, and  
>> then the CSR gets their information. If the CSR always had to get  
>> the customer info up front it could be rather awkward and reduce  
>> sales conversion.
> 
> For sales orders, when customer is unknown, we use an anonymous user  
> assigned to the store with Default Customer Role.
> HTH
> 
> Bilgin

Another obvious option would be to ask for customer at process end if empty

Jacques