Purchase Agents

The Purchase Agents tab of the Inquiry lists the same information as the corresponding tab in Account Maintenance except that changes are not allowed. Please refer to the Account Maintenance documentation (below) for descriptions of the various settings.

A Purchase Agent (or "Authorized Buyer") is a person the customer authorizes to make purchases using their company's charge account or Card on File. The Account folder can show one or more Purchase Agent's name and image to help identify them to the Sales staff. Purchase Agents are assigned in the Account Maintenance record for the account only, but can be added to individual jobs associated with the account as needed. The master account's Purchase Agent does not automatically filter down to the jobs, as the jobs can be completely separate from the account's payment process.

For some transactions (Sales, Orders, etc.), if a Purchase Agent is assigned to the account or job, the Process form requires the selection of the Purchase Agent to complete the transaction. In these cases, an error message displays if no Purchase Agent is selected on the Process form.

Requiring Name Entry

Point of Sale transactions can also allow and require the entry of a purchaser's name. This is always allowed in cases where purchase agents have not been required; however, the ability to require name entry is also available.