• View
• Edit
• History
• Print

Sales Setup

Sales Setup

Setup defines the commercial and master data that sales transactions reuse. This includes customers, branches, pricing defaults, sales organization data, and credit controls.

Setup areas

• Customer and branch masters.
• Sales types, price lists, and item sales prices.
• Sales persons, sales areas, and commercial ownership fields.
• Payment terms, credit status, and receivables defaults.
• Discount, commission, and agreement controls where those features are enabled.

Key pages

• Customers
• Customer Branches
• Inventory Item Sales Prices
• Sales Types
• Sales Persons
• Sales Areas

Recommended setup order

1. Create Customers and at least one Branch for each active customer.
2. Define sales types and item prices so quotations and orders price correctly.
3. Assign salespeople, areas, and default accounts where responsibility tracking matters.
4. Review customer payment terms, credit limits, and credit status before going live.

Setup advice

• Branch-level defaults are important because delivery location, tax treatment, and commercial ownership often sit there.
• Keep customer setup disciplined; poor master data causes downstream issues in quotations, deliveries, invoicing, and collections.