Configuration
This guide walks through each screen in the Configuration menu of the Sales module: Sales Settings, Discount Approval, Commission Rules, Portal Settings.
Sales Settings
Where to find itSales → Configuration → Sales Settings → Sales Settings
How to use Sales Settings
- 1Open Sales Settings
In the Sales module, open Configuration in the green navigation bar, then choose Sales Settings under Sales Settings.
- 2Use the available actions
Buttons available on this screen: Save changes.
Discount Approval
Where to find itSales → Configuration → Sales Settings → Discount Approval
How to use Discount Approval
- 1Open Discount Approval
In the Sales module, open Configuration in the green navigation bar, then choose Discount Approval under Sales Settings.
- 2Use the available actions
Buttons available on this screen: Save changes.
Commission Rules
Where to find itSales → Configuration → Sales Settings → Commission Rules
How to use Commission Rules
- 1Open Commission Rules
In the Sales module, open Configuration in the green navigation bar, then choose Commission Rules under Sales Settings.
- 2Review the list
The list shows these columns: RULE, APPLIES TO, EARNED ON, RATE, EFFECTIVE, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: New Rule.
Portal Settings
Where to find itSales → Configuration → Sales Settings → Portal Settings
How to use Portal Settings
- 1Open Portal Settings
In the Sales module, open Configuration in the green navigation bar, then choose Portal Settings under Sales Settings.
- 2Use the available actions
Buttons available on this screen: Save changes.