This section of the Item form contains a grid for recording the user or group of users that are capable of producing this sale or servicing/manufacturing this Item.
The selection grid contains the card code and name of all user card files so that you can choose which users (other than the default user) are able to sell, service or manufacture this Item.
You can specify who an Item can be assigned to based on individual users and/or users within specific User Groups as per below:
Choose the users/groups that you want to be available (or nominated) against this Item by ticking the box next to their card code.
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You may want to choose only users who have been specially trained, or who are otherwise competent to sell, service or manufacture this Item. |
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Only ticked user names in an Item will appear in the drop-down options in the Name field in jobs and quotes. |
Further information: