How to do attach the location to each customer? I have location tracking enabled and there is location field on the sales invoice template but it has to be filled manually for each invoice. Each customer belongs to a single location, how to I set a default location to each customer?
How to do attach the location to each customer? I have location tracking enabled and there is location field on the sales invoice template but it has to be filled manually for each invoice. Each customer belongs to a single location, how to I set a default location to each customer?
How to do attach the location to each customer? I have location tracking enabled and there is location field on the sales invoice template but it has to be filled manually for each invoice. Each customer belongs to a single location, how to I set a default location to each customer?
Hey Sarah M,
At the moment it is not possible to assign a location to a customer, the location is selected at transaction level. If you enable 'prefill forms with previously entered content' in the Advanced settings > Automation this will prefill the location field when selecting the customer and then you can then amend the date/product and service as required.
How to do attach the location to each customer? I have location tracking enabled and there is location field on the sales invoice template but it has to be filled manually for each invoice. Each customer belongs to a single location, how to I set a default location to each customer?
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