Sales
Last update:
07/21/2026
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In this topic
Sales Overview
- Introduction to Sales
- Managing Products - Full Field Reference
- Creating & Managing Customers in Sales
- Creating Quotations - Complete Walkthrough
- Sales Order Lifecycle & Management
- Creating & Managing Price Lists
- Setting Up Sales Teams
- Recurring Contracts & Subscriptions
- Sales Analysis Report
- Sales Navigation & Menu Structure
- Product Variants & Attributes
- Sending & Confirming Quotations
- Delivery & Shipping Management
- Discounts & Coupon Programs
- Targets, Commissions & Performance
- Margins & Profitability
- Sales Settings Deep Dive
- Quotation Templates
- Invoicing from Sales Orders
Products
Customers
Quotations
Sales Orders & Delivery
Price Lists & Discounts
Sales Teams & Targets
Contracts & Subscriptions
Sales Reporting & Analysis
Sales Settings Deep Dive
Sales Settings - Every Field Explained
Navigate to Sales > Configuration > Settings. These settings control how quotations, orders, pricing, delivery, and invoicing behave.
Quotations & Orders
| Setting | Default | Model Field | Description |
|---|---|---|---|
| Default Validity Period | 30 days | sale.order.validity_date | Days a quotation remains valid. Expired quotations auto-marked. |
| Order Confirmation | Manual | res.config.settings.auto_done_after_workflow | Manual (you click Confirm) or Automatic (customer signs online). |
| Lock Confirmed Orders | False | sale.order.locked | Prevent editing confirmed orders. Managers can override. |
| Online Quotation Confirmation | True | sale.order.portal_confirmation | Allow customers to accept quotations online via portal. |
| Customer Signature | False | sale.order.signature | Require digital signature on online acceptance. |
| Customer Portrait | False | sale.order.portrait | Require a selfie photo on online acceptance. |
Pricing
| Setting | Default | Description |
|---|---|---|
| Multiple Price Lists | False | Enable to use different prices per customer segment, currency, or country. |
| Discounts | False | Enable discount lines on orders. Adds Discount% field per line. |
| Discount Limit | - | Max discount % per user group. Users exceeding limit need manager approval. |
Delivery
| Setting | Default | Description |
|---|---|---|
| Shipping Methods | - | Configure carriers and rates. Supports free shipping, flat rate, weight-based, or API rates. |
| Delivery Block | Not blocked | Block delivery until invoice paid, or manual blocking per order. |
| Set Delivery Address | True | Allow separate delivery address per order. |
Invoicing
| Setting | Default | Description |
|---|---|---|
| Invoicing Policy | On Delivery Order | On Order Confirmed / Before Delivery / On Delivery Order. |
| Down Payments | True | Enable deposit requests. Configurable as fixed amount or percentage. |
| Invoice Automatically | False | Auto-create and post invoices without user intervention. |
| Invoice from Delivery | True | Create invoices based on delivered (not ordered) quantities. |
New Features
- Quote Template Preview - See live preview of quotation template.
- Expired Quotation Auto-Cleanup - Scheduled action auto-archives expired quotations.
- Settings Search - Use search bar in General Settings to find any sales setting.
Post-Configuration Checklist
- Set default validity period (30 days standard, 7 days promotional).
- Decide manual vs automatic confirmation based on business model.
- Enable discounts only if team needs per-line discounting.
- Configure at least one shipping method.
- Set invoicing policy matching cash flow requirements.
- Test with a sample quotation for an internal test customer.
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This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.