Sales Settings
Company-wide Sales options.
Overview
Sales Settings holds the defaults for quotations, orders and invoicing, including the fulfilment paperwork (Delivery Note, Picking Slip, Packing Slip) created when an order is confirmed. Changes apply to the company and are saved with Save changes.
When to use sales settings
- You set up Sales for the first time.
Step by step
In the Sales module open Configuration in the green navigation bar, then choose Sales Settings under Sales Settings.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- Actions on the screen: Save changes.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- sales.settings.manage