How to Set Mandatory Fields in Navigator

Navigator allows you to enable mandatory fields to ensure essential data is captured, improving the quality and accuracy of your database. This feature can be configured to enforce staff compliance when creating sales orders.

Steps to Configure Mandatory Fields

1. Access the Setup Module

1. Navigate to Setup > Branch Setup.
2. Select Sales Setup > Sales Order Settings.

2. Enable Mandatory Fields

1. In the Sales Order Settings window, you will see a list of options.
2. Tick the boxes for the fields you want to set as mandatory.

3. Impact of Mandatory Fields

• Once enabled, the selected fields must be completed in the customer record before a sales order can be raised.
• Staff will be prompted to fill in the required information if any of these fields are missing.

Benefits of Mandatory Fields

• Data Quality: Ensures accurate and complete customer information.
• Compliance: Enforces uniformity in data collection across teams.
• Improved Workflow: Reduces errors and the need for follow-up corrections.