Assign responsible staff to invoices/documents
Questions:
- Assign responsible staff to invoices/documents
Description:
Personalised order data makes you more tangible for the customer and your company more personal. This is why it has long been possible in TYRIOS to assign a clerk to an order. This clerk was not only stored as the sender in the order communication, but the clerk of the order was also used for documents such as invoices or delivery notes.
We have now extended the personalisation of documents so that you can now store your own clerk in the document editor independently of the order. The same clerks are used that you can already store in the order. If the document is based on an order, the clerk is taken from the order, but can be changed at any time.
Solution:
Tips and Tricks:
If you want the person responsible to not only be used in the e-mail communication, but also explicitly displayed in the document, then you must define this in the document type.