Some review about POS

Dear Communities:
I have some review about using POS
First , I set the field
“territory” as not mandatory field
and when I use different account to add customer in POS
then I can see that territory of customer in report builder is the territory I have set in POS profile not the one I have set in customer

Second,I set the field
“customer group” as not mandatory field
in the same situation,I can see the customer I create in other account

However,there 's question I want to know
everytime I use report builder I should add the column again
this is not convenient , any solution to adjust it ?

when I use different account to add customer in POS then I can see that territory of customer in report builder is the territory I have set in POS profile not the one I have set in customer.

Territory defined in the POS Profile will get highest priority.

“customer group” as not mandatory field
in the same situation,I can see the customer I create in other account

Even though not mandatory, but it might be fetching default Territory and Customer Group value from Selling Settings.

I understand more about the system , thanks.

After adding the columns you need, you can save your report from the Menu.

thank u :slight_smile:

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