To open the Settings: Sales form, go to: Administration > Settings > Sales.
Use the settings on this form to configure the Sales module.
Note. Any changes made on this form are applied immediately.
The Settings: Sales form
The Customer Orders section
The options in this section are enabled only if the Order Management option is selected on the General Settings form. In this section, you can choose whether to use custom sales order statuses and define the default statuses.
Setting | Description |
|---|---|
Custom Statuses for Customer Orders | Select this option to enable custom statuses of sales orders. To edit the statuses list, click the Edit the List of Custom Statuses for Customer Orders link. By default, there are only three options in the statuses list. You can add new statuses by using the Create button on toolbar. Also, you can specify a default status for new orders, by selecting the status in the list and clicking the Set As a Default Status of New Customer Orders on the toolbar - after that, this status will be automatically assigned to each new customer order. |
Status "In Process" | This field appears only if the Custom Statuses for Customer Orders check box is not selected. You can select another status that would indicate a completed order. Also, you can redefine the default status by selecting another font and background color. |
Status "Completed" | This field appears only if the Custom Statuses for Customer Orders check box is not selected. You can select another status that would indicate a completed order. Also, you can redefine the default status by selecting another font and background color. |
The Discounts and Markups section
In this section, you can select options for managing the discounts and markups. For more information, refer to Overview of Trade Discounts.
Setting | Description |
|---|---|
Enable Discounts and Markups in Sales Documents | Select this option to enable the fields for discounts or markups in sales documents. If the option is selected, you also need to choose the discount application method from the following two options:
Then, the users will be able to manually specify the discounts either as percentages or amounts. |
Enable Automatic Discounts and Markups | Select this option to be able to set up automatic discounts for sales. With this option selected, you can specify the conditions for automatic application of the discounts and the discount percentages or amounts. |
Recalculate Automatic Discounts When Line is Changing | (This option is available only if the Enable Automatic Discounts and Markups option is selected.) Select this option to perform recalculating of automatic discounts on any changes occurred in the line. |
The Consignment Sales section
If any of your entities is involved in consignment sales as a consignee or a consignor, select the appropriate options in this section. For more information, refer to Overview of Consignment Sales.
Setting | Description |
|---|---|
Issue Goods for Consignment Sales | Selecting this option enables your company (as a consignor) to register sales made via another company, which is a consignee. Also it makes the Consignee Report available in the Sales module and adds the following transaction types:
|
Enable Discounts and Markups in Consignment Sales | Select this option to enable discount application to consignment-related transactions. This option can be selected only if the Enable Discounts and Markups in Sales Documents option is selected. |
Note. If you have the accounting data in the application, you cannot turn off any of these options.
The Other section
In this section, you can select the options related to prices and costs.
Setting | Description |
|---|---|
Calculate Cost of Goods Sold in Credit Notes | Select this option if you want the system to automatically calculate the cost of goods sold for items returned from customers. If this option is not selected, calculation of the COGS for returned items is performed during the nearest month-end closing. |
Show Costs in Sales Documents | With this option selected, the users will be able to view costs and prices on sales documents. |
Enable Items of Work Type in Sales Documents | If selected, this option enables usage of items of Work type. For Work items, the program can allocate material, labor, depreciation, and other costs. |
Use Work-Related Wages for Work Cost Calculation | With this option selected, you can include work-related wages as cost components of Work items to Invoices before payroll is calculated. On payroll calculation, these accrued amounts of wages will be deducted from payroll expenses. |
Use Sets for Sales | This option enables the sales of sets. Items can be defined as Sets on the Items form. For each set, you can create a specification which is a list of components (other items) with specific quantities defined. When a set is sold, all its components are issued from warehouse. |
Default Sales Payment Terms | This option is available if the Enable Payment Terms option is selected on the Administration > Settings > General Settings form. The selected payment terms will be used as the default payment terms for documents in the Sales module. As the default terms, you can select the payment terms that are used more often or for most customers. |
Use Additional Sales Price Factor | In this field, you can select an additional price factor that affects the prices of items and services from the following options:
Once the price factor is selected, you will be able to create different price lists for different values of the selected factor. In sales documents, a column for the price factor will become available. |
Show Supplier Prices in Quotations and Customer Orders | (This option is enabled only if the Order Management option is selected on the General Settings form.) This option allows you to view the costs from purchasing documents and estimate gross profit in quotations. |
Enable Sales Forecasting | With this option selected, you can plan sales and compare to actual data. |
The Retail Management section
If your company operations include retail sales, select the Enable POS Interface option and select or create the default retail customer. All the retail sales will be performed on behalf of this default customer.
Once the option is selected, the following reports and service tools will become available in the Sales module:
- Retail Reports
- Exchange with Front Office
- Exchange Plan: Exchange Front