Sales Settings

In Invoicing Engine, the sales cycle depends on issuing the sales and shipping documents. This way, you must create the document types necessary to sale items and/or services and ensure the compliance with legal and fiscal requirements.

You must also validate the sales settings, price lists and channels applicable to your business, as well as create customer groups to group the entities with similar characteristics.

Setting up documents

The sales cycle implies issuing several invoice, memos and delivery types. Before issuing any legal document, you must ensure that these are correctly created and set up.

To set up documents, follow these steps:

Validating sales settings

It is important to validate the company sales settings, since it is from these settings that the system automatically fills in several fields, namely, the invoice and memo types, the sales channel and the set price list.

To validate the sales settings, follow these steps:

1. Access Setup | Documents | Sales Settings;
2. Select the desired company and click Edit;
3. Validate the fields filled in automatically;
4. Specify the price list that must be used by default;
5. Insert the budget expiration in order to create a time limit for the customer to accept the budget;
6. Finally, click Save.

Setting up retail selling prices

It is possible to set up the retail selling prices (PVPs), making it easier to associate to specific items or customers. During the sales process, this feature allows the software to automatically suggest the default values. Once set up, you can associate this price list to customers.

To set up retail selling prices, follow these steps:

1. Access Setup | System | Price Lists;
2. Select one of the existent PVPs;
3. Click Edit;
4. Fill in the fieldsDescription and Currency;
5. Select the checkbox Taxes Included if you wish to specify that the taxes must be included on the sales prices;
6. Finally, click Save.

Set up sales channels

Managing your business in an omnichannel logic is an important task to take advantage of all the opportunities the digital world has to offer. In this sense, you must correctly manage the price lists for different customers, items and sales channels.

To set up a sales channel, follow these steps:

1. Access Setup | Documents | Sales Channels;
2. Click on the channel you wish to set up (by default, store or online) or in Create to add a new channel type;
3. Fill in the title for the new sales channel and the corresponding description, if a new channel has been created;
4. Associate the desired Current Price List;
5. If you wish to automatically associate the sales channel to all items with the selected price list, activate the option Associate to all items;
   Note: These items are presented on the associated catalog to this sales channel;
6. If you wish, you can add a Comparative Price List (for example, before the promotional discount);
   Tip:  Using Comparative Price Lists is particularly useful for eCommerce websites (Dott, Shopify, etc.) as a comparison, for example, between the current price and the previous item price, also known as the strikethrough price.
7. Finally, clickSave.

Once configured, you can associate this sales channel to the items created.

Creating customer groups

It is possible to segment the customers that share the same purchase conditions using the feature Customer Groups.

To create customer groups, follow these steps:

1. Access Setup | Documents | Customer Groups;
2. Click Create;
3. Fill in the fields Customer Groups and Description;
4. Select the checkbox Is Default for New Customers, if you wish to automatically count the new clients in this group;
5. Fill in the fields from the area Default Values;
6. Finally, click Save and New.