Where Do I Find Default Counter Sales Customer Code

[bcinteractive]

Looking to set up a counter sales user. How to setup?

Also where to setup valid customer code and a valid branch code

Thanks,
Ben

[timschofield]

If you want a user to only have access to Counter sales and Counter returns, then under "Security Tokens" create a new token for Counter Sales. Then under "Page Security Settings" allocate this token to CounterSales.php and CounterReturns.php. Now create a role under "Access Permissions Maintenance" called something like "Counter Returns Users" and add the security token you created earlier to this role. Finally go to "Users Maintenance" and create a new user with only this role.
Don't forget to add this new token to any other role you want to have access to counter sales.

Tim

[bcinteractive]

Hello Tim,

I was able to create a user with 'AR Clerk' Security Role that is able to access Counter Sales. However, this is the message displayed when access Counter Sales:

[timschofield]

Hi Ben,

As the error message says, you have to assign a default customer/branch for cash sales on each location you want to make cash sales from. Go to Setup->Inventory Locations Maintenance and on the location you are using fill in the "Default Counter Sales Customer Code" and "Counter Sales Branch Code" fields. You can override this setting at any time by going to Receivables->Select Customer and selecting the customer you want to use, and then selecting the option "Create a Counter Sale for this Customer" from the Select Customer menu options.

Thanks
Tim