This guide explains how to use the "Show Branch Specific Salesman Only" feature. By default, your Point of Sale (POS) system might display the names of all salespeople across every branch in your organization. Enabling this feature streamlines your order creation process by filtering the salesman dropdown menu to only display the staff members assigned to your current, specific branch.
To activate this filter, follow these quick steps in your system settings:
Step 1: Navigate to your main system settings and open the POS Local Settings tab at the top of the screen.
Step 2: Scroll through the options until you locate the toggle switch labeled Show Branch Specific Salesman Only.
*[Image: POS Local Settings menu highlighting the "Show Branch Specific Salesman Only" toggle switch]*
Step 3: Click the toggle switch to enable it. The switch will visually indicate that it is active (usually by turning green).
Step 4: To apply this change, locate and click the Save Settings button at the bottom right corner of the screen.
Once the setting is saved, the change will take effect immediately on your main order screen.
Step 1: Return to your main POS dashboard where you enter customer orders.
Step 2: Look at the top right section of the interface and click on the Sales Man dropdown menu.
*[Image: The main POS screen showing the Sales Man dropdown menu expanded with a filtered list of names]*
Step 3: You will now see that the list is much shorter and highly relevant, allowing you to quickly select the correct salesperson for the transaction.
