Knowledge Base SalesIn SalesIn Web Portal Administration Sale Types

            Sale Types

            To change and configure your Sale Types, go to the Administration menu, and under Sales, click on Sale Types.

            What is this area for?

            Every Sale you create belongs to a certain Sale Type, and this area helps you create and manage those.
            By default, SalesIn has a number of Sale Types preconfigured, such as Invoice, Order, Credit Note and Quote. 
            You may want to add new Sale Types to suit the workflow of your business, or change these ones.

            To change and configure your Sale Types, go to the Administration menu, and under Sales, click on Sale Types.

            Creating or Editing a Sale Type

            Sale Types can be modified to show/hide screens/areas within a sale on the iPad or iPhone, change behaviour with stock, as well as make tweaks to the content of the sale’s PDF document.

            Below is an example of an “Invoice” Sale Type and all the available configuration options:

            • Sale Type Name – The name you wish to call this sale type – eg. Invoice. This name will appear when you create a new Sale, on either the web portal or your iPad or iPhone.
            • Emails to receive notifications – If you enter an email address in here, SalesIn will send that person a notification that the sale has been created or converted between sale types, along with a copy of the PDF as an attachment. This is useful if you want your office to know when a sale has been created by reps on the road.
            • Short text to put on report header – This is the main heading of your PDF. For example if your sale type is an invoice, you may want the words “Tax Invoice” as your header when you generate a PDF from a sale.
            • Short text to put on report footer – If you want any text to go on the footer (bottom) of your sale PDF, enter it here.
            • Conditions of Sale – This is the text you want to be available on your iPad or iPhone when getting a customer to fill in their Signature.
            • Email to Customer Subject / Body – These will be used as the default subject and body when you send a copy of the PDF to a customer from the iOS app.
            • Default Sale Status to – When a new sale is created, this will be the default Sale Status
            • How should stock be adjusted – Choose whether to decrease, increase or have no changes applied to stock upon saving this type of sale. For example, you may want an invoice to decrease stock, but a quote would have no change to stock. A credit or even a purchase sale type might be used to increase stock.
            • Sale type conversion – Controls whether this sale type can be converted to and from other sale types. Note, that when a conversion occurs, any stock changes are reversed. For example if you had a Quote sale type which didn’t change stock, and converted a sale to an Invoice sale type which decreases stock, then the decrease of stock will automatically occur when the conversion from Quote -> Invoice happens. Likewise in this example if an Invoice was converted to a Quote, the stock taken by the Invoice sale type would be reversed – ie. it would be increased to put the stock back.

            Updated: 05 Dec 2018 11:12 AM
            Help us to make this article better
            0 0