Problem
We have several users who look after sales and purchasing who are in different offices.
Often, one user will input e.g. a sale; however, other users cannot see this sale immediately which can result in the sale being input again by another user.
A bit more detail
I am unaware of what triggers this: it may be that User B has the sales orders records open when User A inputs the sale. I am not sure.
Sometimes User B may be aware that User A has input a sales record, but cannot see it.
Sometimes the record will appear if the records are sorted in a different way then resorted (e.g. by Name, then back to No.). Sometimes this doesn't work.
Sometimes User B will have to open up a different record list (such as Purchase Orders), then go back to e.g. the Sales List (this works even less often).
In some cases, User B may resort to closing Sage and re-opening in order to see the record.
Resulting Issues
- Sales can be input twice
- Purchase orders can be input twice (which is more of a problem as it requires cancelling an order with a supplier)
- Customers can be given 'incorrect' or conflicting sales order references
- Communications and paperwork would have 2 different sales order references; which are difficult to tie together effectively once discovered.
- Manual invoices and could be input twice
Question
Does anyone know of any way to stop this from happening?
Closing down the program and reopening everytime you want to input a new job is not convenient
Double checking verbally with all other users before entering a job is not always possible and is also inefficient.