Add the Account Owner to the Buyers List by Default
When there are buyers specified on a customer's account (i.e. the operator will be forced to select a buyer at settlement), the account owner (name on the account) should be added to the list by default so the owner is ALWAYS an option to select.
Date Submitted
Nov 7, 2025
MerchantAg Modules
Accounts Receivable
Product
MerchantAg
Who will benefit from this idea? (Department and/or Job Title)
People who manage customer accounts AND customers
What problem does this Idea solve?
If the owner of the account wants to have buyers specified on their account that have to be selected at point of sale, this ensures that the owner of the account is also always included in that list to be selected at time of settlement.
Admin
Leisha Yost
Nov 10, 2025
@Guest You may be aware that this can be done on Customer detail - but just wanted to point out that you can add the customer as a buyer. I realize you are asking it to be automatic or as a default at settlement time but at this time we are unable to commit to this change.
@Guest You may be aware that this can be done on Customer detail - but just wanted to point out that you can add the customer as a buyer. I realize you are asking it to be automatic or as a default at settlement time but at this time we are unable to commit to this change.