Purchase Agents (Job)

A purchase agent (or "authorized buyer") is a person who is authorized to make purchases on their company's account or job. This folder tab (ALT-P) allows the entry of a purchase agent's name and allows attachment of a photograph to help identify the person to sales staff.

For some transactions (sales, orders, etc.), purchase agent selection is required whenever any authorized buyers have been set up for the account or job. In these cases, an error message will be generated during processing if no purchase agent was selected on the process form.

Photos associated with purchase agents may be viewed from the Process (F12) form for most Point of Sale transactions.

Most Point of Sale transactions include the selected purchaser (agent) name in the "notes" (body text) of any Emails that are transmitted (unless the notes are manually changed prior to processing).

Requiring Name Entry at POS

Point of Sale transactions can also allow 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. To do this, simply add a purchase agent of "Enter Name" to the account or job.

If done, this will require that the Point of Sale user enter something in the authorized buyer field when processing a transaction and the name will print and be saved with the resulting document. Names entered manually at Point of Sale are not automatically saved as new purchase agents for the account/job; however, manually entered names are retained and printed along with the document that is created.