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.

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:

• Apply Discounts to Amounts: To apply discounts to line amounts.
• Apply Discounts to Prices: To apply discounts to item prices.

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.

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:

• Return from Consignee to Invoice Received
• Issue for Consignment to Invoice

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.

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.

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:

• Sales Payment Terms: To be able to create price types associated with payment terms. The prices for items will be automatically selected based on the payment terms specified in the document.
• Delivery Terms: To be able to create price types associated with delivery terms. The prices for items will be automatically selected based on the delivery terms specified in the document.

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.