How to Set Sales Preferences (New Vers.)

Set default options for your sales process, such as invoice layout, discount settings, markup visibility, and more, to streamline and personalize how your sales documents are handled.

1. Click on Settings

2. Click on Sales

3. Click on Preference

4. Auto create product: If the product in the invoice has not already created, the item will automatically saved into product catalogue.

5. Disable enter product manually: Users are not allowed to manually type in or create new products when adding items in a sales invoice

6. Enable Receipt layout: Always issue invoice with receipt format

(To learn more about the invoice print layout, please refer to How to Set Default Invoice Print Layout)

7. Enable quotation feature: Allows you to create quotations

(To learn more about quotations, please refer to How to create a new Quotation ?)

8. Enable sales order feature: Allows you to create a document that acts as a formal confirmation of the sale

(To learn more about sales order, please refer to How to Create Sales Order ?)

9. Enable cash sales feature: Cash sales allow businesses to record and process transactions where payment is received immediately

(To learn more about cash sales, please refer to How to Create Cash Sales)

10. Enable markup feature: allows you to add a markup to the cost price of a product

11. Show print window automatically: Upon selecting the print option for an invoice, the browser's print dialog box will pop up immediately without requiring any additional steps.

12. Rounding Adjustment: To ensure accurate calculations and maintain consistency in financial records.