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Version: 7.0

Sales settings

Where to find​

Open “Sales” → “Configuration” → “Settings”.

Sales settings

What is typically configured​

Order types​

For each order type you can set:

  • numerator — number format and counter;
  • default currency and the “price includes taxes” flag;
  • price type — the price type used to fill in prices in order lines;
  • shipment type (if the Inventory module is enabled) — which shipment document is created when the order is confirmed;
  • manufacturing order type — enables creating manufacturing orders from the sales order;
  • “Automatically create a production order” (shown when the manufacturing order type is set) — automatically creates a manufacturing order when the sales order is confirmed;
  • invoice type and invoicing policy — the invoice type used by the “Create Invoice” action and whether invoice lines are taken from ordered or shipped quantities;
  • mail template — default template, topic, body, and copy-to address for the “Send” action (see the Sent status);
  • Forbid to lock orders with active shipments, Forbid to lock orders that are not fully shipped, and Forbid to lock orders that are not fully paid — restrictions on the transition to the “Locked” status.

Global module settings​

The module settings form has top-level toggles:

  • “Do not automatically calculate discounts in order” — disables automatic discount recalculation on line changes (useful when you manage discounts manually);
  • “Do not automatically calculate discounts in invoice” — same for invoices.

See also: Discounts.

Sales accounts​

The Sales accounts tab of the Settings form contains the list of custom sales accounts. They are used by the Sales by account tab of the Sales report.

Pricelists​

  • Pricelist types — categories used to organize pricelists (for example, “Standard”, “Promo”);
  • Price types — used in pricelist and order lines to determine prices; they are maintained in a separate form: “Sales” → “Configuration” → “Price types”;
  • Print templates — for printing pricelists.

Other​

  • print parameters (templates for orders and accompanying documents);
  • availability of specific actions depending on statuses.

Recommendation: configure order types and numbering first, then price types and pricelists, and discounts last (they rely on price types and categories).