Setting Up a Batch
If you don’t have any active batches, you must set one up. After you define one or more batches, you can select the one you want to use.
To set up a new batch:
1 In the Sales module, choose Order Entry Tasks > Set Up a New Batch from the left navigation pane.
Click thumbnail for larger view of image.
2 Enter an identity that helps you recognize this batch when you select it later.
3 Select the sales entry layout from the drop-down list that you want to use with this batch.
4 Select the default salesperson for this batch from the drop-down list. If you select a customer when you enter an order, the system uses the salesperson attached to the selected customer instead of the one you select here. In either case, these are defaults that you can change at the time of the sale.
5 Select Save to create the batch.
Published date: 11/22/2021