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Customer by location in sales order

edited Jul 8, 2025 6:58PM in Ask A Guru 4 comments

Hello all,

We have multiple locations and each customer is tagged to a location. We have assigned location to employees and given restriction on the role for location. When a particular location order entry person opens the sales order form, we want to show only customers belonging to that location. Is there any solution to achieve the same?

Regards, Raghu

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