Sales settings are the workspace defaults for price lists, shipping, payment terms, and invoicing.
Reference
| |
|---|
| Name | Settings |
| Path | sales/settings |
| Screen | Sales → Sales Configuration |
| What it is | Workspace sales defaults governing price list selection, shipping calculation, payment NET terms, and invoicing policy. |
Statuses
| Name | Value | Meaning |
|---|
| Active | active | |
Links
- Pricing uses the price-list rule: cheapest price, best margin, highest price, or a quantity break.
- Shipping is either one selected price or a list of prices to choose from.
- NET terms run from 7 days through 60 days, plus COD.
- Invoicing follows ordered quantities or shipped quantities.
Check
You can name the price-list rule and the NET term this workspace uses.
If this fails
| What you see | Why | What to do |
|---|
| Settings is missing from the Sales menu | Sales has no Settings item | Open this page from Sales |