Sales Settings
Decides the sales steps: a direct invoice, or the full cycle from quotation to delivery and invoice.
Overview
Where to find itSettingsBusiness ModulesSales
- Sales Cycle - Simple: you create the sales invoice directly.
- Sales Cycle - Advanced: quotation → confirm as a sales order → delivery from stock → invoice.
- Invoice Policy - On Ordered Quantities: invoice straight after the sales order.
- Invoice Policy - On Delivered Quantities: no invoice until the warehouse confirms the delivery, and only for the delivered quantity.