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Tue, 24/08/2021

To make changes to data lists, rules and other components within SalesIn, use the Administration area in the SalesIn web portal.



Accounts and Billing

  • User Accounts – Add/Edit/Remove user accounts from SalesIn
  • Plans & Billing – Use this area to update the billing details for invoices we send to you.
  • Your Invoices – Review past invoices that we have sent to you.


  • Company Details – Use this area to define the company details that appear on invoices you send to your customers
  • Custom Fields – Define additional fields for Customers, Items, Sales and Sale Items.
  • Import Data – Import data into SalesIn from Excel spreadsheets.
  • Integration settings – Depending on your subscription, you can jump into your cloud accounting system settings here.

User Groups and Permissions

  • Territories – Create groups for your SalesIn users here.
  • User Permissions – Control the access levels for your users.
  • User Locations – See where your users are using Google Maps.

Customers and CRM

  • Customer Allocation – Allocate specific customers to specific users
  • Customer Sharing – Control whether users can see all customers, or customers allocated to other users.
  • SalesIn B2B Settings - Customise B2B website settings, manage customer, workflow preferences and more.
  • Activity List – Activities are used for Activity Notes. Manage them here.
  • Activity Notes – Create and manage Activity Notes here.
  • Survey Design – Create and manage surveys, made up of questions and answer types.
  • Survey Results – Carry out surveys and view surveys created by others.


  • Item Categories – Add/Edit/Remove item categories.
  • Item Locations – Add/Edit/Remove item locations.
  • Tax Codes – Add/Edit/Remove tax codes and their percentages.
  • Item Sort Order - Sort item to change the order within the selected Item Category


  • Sale Types – Manage your sale types and their behaviour
  • Sales Sharing – Control whether users can see all sales, or sales allocated to other users.
  • Sales Status – Manage the various sale statuses and their behaviours here
  • Sale Templates – Set up templates of items and quantities to be used for quick ordering and invoicing.
  • Discounts & Price Lists – Define rules to lead to specific pricing and discounts
  • Payment Methods – Add/Edit/Remove payment methods, used when creating a payment transaction
  • Payment Terms – Add/Edit/Remove payment terms, used with sales to determine the due date.