Sales settings

Configure invoice numbering, pricing columns, sales areas and routes in Sales Settings.

Step by step

1. 1Open Settings → Sales Settings with the required workspace permissions.
2. 2Choose whether invoice numbers can be entered manually.
3. 3Configure the available MRP and sales-discount column switches, then save.
4. 4Review a new invoice and its print preview. Saved invoices retain their historical presentation settings.
5. 5Workspace owners and admins can use the Areas & Routes section on the same Sales Settings page. The Settings → Areas & Routes menu link opens this section directly.
6. 6Enable sales distribution, create sales areas, then create routes with their area and branch. A branch can serve more than one route.
7. 7Use each route's assignment action to manage customers and sales representatives. Turning distribution off retains the saved areas, routes and assignments.