Sales settings guide
Sales settings centralize company-level policies for documents, inventory, accounting, collection, and commissions.
What you configure
Configure the stock deduction point, approval mode, payment and quotation terms, and default tax, warehouse, and cost center.
- Choose deduction at invoicing or delivery.
- Use no approval, simple approval, or multi-level approval.
Features and automation
Settings control delivery notes, automatic delivery creation, commissions and their default rate, and selling below minimum price.
- Commissions do not operate unless enabled.
- Approval thresholds apply only to multi-level approval.
Accounting setup
Select valid revenue, cost of sales, receivables, tax, and discount accounts so posting can operate.
- Settings are scoped to each company.
- Invoice posting requires receivables and revenue accounts.
