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Sales Configuration

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Sales Configuration holds the settings shared by invoices, quotes, job cards and other sales documents.

  1. Click Settings in the sidebar, open Sales & Operations and click Sales Configuration.
    Sales Configuration General Settings: Number Formatting, Item And Pricing Behaviour, Mobile Item Table And Amount In Words
  2. Under General Settings, Number Formatting:
    • Decimal Separator: the character before the pence, . or ,.
    • Thousand Separator: the character between thousands, for example , in 1,000.
    • Document Number Padding: how many digits invoice, quote and job card numbers have, filled with leading zeros. Example shows the result, for example 6 gives INV-000001.
  3. Item & Pricing Behaviour:
    • Remove Decimals: hide the decimal places when an amount is a whole number, so 20.00 shows as 20.
    • Auto-expand Long Descriptions: show long item descriptions at full width on item tables and documents. Saved items keep their layout until their description is edited.
  4. Item Table Display (Mobile): how item lines look on phones and narrow screens.
    • Full Table: keep the normal table and scroll sideways.
    • Stacked (recommended): show each item as a card, one under another.
  5. Total Amount in Words: Enable adds the total written in words to supported documents; Number words into lowercase writes it in lowercase. See Display Total Amount in Words.
  6. Under Item Catalogue (how stock affects the item search on sales documents):
    • Allow out-of-stock items to be added to documents: let staff pick stock-tracked items with zero or negative stock.
    • Hide out-of-stock items from the catalogue: leave stock-tracked items with zero or negative stock out of the search results.

    Sales Configuration: Item Catalogue, Invoice Item Tables And Vat / Tax Settings

  7. Under Invoice Item Tables, click Configure next to Invoice Item Table or Quote Item Table to choose the columns shown.
    • Tick or untick each column (#, Item Name, Part Number, Qty, Price, Discount, Tax, Amount, Total) for Admin Preview (what staff see) and Customer Preview and PDF. Required columns are locked.
    • Documents with tax or discount values always show those columns. Part Number only shows when at least one item has a part number.
    • Admin Preview Tax Options: Show Tax name next to the percentage value, Show Tax Total in Totals and Remove 0 Tax from the Totals.
    • The Customer Preview and PDF columns are shared with the Items Table settings in the PDF Template Designer.

    Click Save Changes, or Reset to Defaults to undo your choices.
    Invoice Item Table Columns Window With Admin Preview And Customer Preview And Pdf Columns

  8. Under VAT / Tax Settings:
    • Enable VAT/Tax: turn tax calculations on or off throughout sales documents.
    • Require Tax Selection: every item line must have a tax rate.
    • Default pre-selected VAT/TAX rate: the rate filled in when you add a new item line.
    • Allow Multiple Taxes: apply more than one tax rate to an item line.

    See Set Default Tax and Add New TAX/VAT Rate.

  9. Click Save Settings at the bottom right.

Tip: currency symbols and their number format are set per currency. See Add New Currency.

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