Useful Tips - Sales: Difference between revisions
Jump to navigation
Jump to search
(Created page with "# There are 2 modes to select a customer using "zoom in" or by "keywords".") |
No edit summary |
||
| (6 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
# | __FORCETOC__ | ||
== Session Issues == | |||
In systems that use Sessions to manage user activity, performing transaction edits or record entries across multiple browser tabs or windows can lead to session conflicts. These conflicts may cause data integrity issues such as overwriting, incomplete transactions, or unexpected logouts. | |||
To maintain data accuracy and avoid transaction errors, please follow these best practices: | |||
# '''Avoid using multiple browser tabs or windows''' for creating, editing, or submitting transaction records, especially those involving Products, GL accounts, Stock Movements, or other session-sensitive modules. | |||
# '''Use only one active tab''' for performing transactional operations. Other tabs should be used strictly for inquiry or view-only purposes. | |||
# '''Complete and save each transaction''' before switching to another module or record entry to prevent session timeout or unintended session overwrites. | |||
# '''Avoid using the browser back or forward buttons''' during transactions, as this may disrupt the session flow and cause inconsistencies. | |||
# '''Log out properly''' after completing your tasks to ensure your session is cleanly terminated. | |||
# '''Do not use incognito/private mode in parallel''' with a standard tab for editing or entering records, as this can result in conflicting session states. | |||
# If you suspect a session issue (e.g., being logged out suddenly or encountering unexpected data), '''log out and log in again''' before continuing. | |||
Following these guidelines will help ensure smoother operations and protect the integrity of your data. | |||
== Modes to select a customer using "zoom in" or by "keywords" == | |||
== Delivery Note and Other Sales Document Signature Pad == | |||
Latest revision as of 18:02, 6 May 2025
Session Issues
In systems that use Sessions to manage user activity, performing transaction edits or record entries across multiple browser tabs or windows can lead to session conflicts. These conflicts may cause data integrity issues such as overwriting, incomplete transactions, or unexpected logouts.
To maintain data accuracy and avoid transaction errors, please follow these best practices:
- Avoid using multiple browser tabs or windows for creating, editing, or submitting transaction records, especially those involving Products, GL accounts, Stock Movements, or other session-sensitive modules.
- Use only one active tab for performing transactional operations. Other tabs should be used strictly for inquiry or view-only purposes.
- Complete and save each transaction before switching to another module or record entry to prevent session timeout or unintended session overwrites.
- Avoid using the browser back or forward buttons during transactions, as this may disrupt the session flow and cause inconsistencies.
- Log out properly after completing your tasks to ensure your session is cleanly terminated.
- Do not use incognito/private mode in parallel with a standard tab for editing or entering records, as this can result in conflicting session states.
- If you suspect a session issue (e.g., being logged out suddenly or encountering unexpected data), log out and log in again before continuing.
Following these guidelines will help ensure smoother operations and protect the integrity of your data.