Sales
24 articles
- Configuring National ID and Tax Registration ID Settings for CustomersThe default length of a national ID or tax registration number varies from one country to another (whether for local or…
- Preventing Modifying/Exceeding Proposed Discounts in Sales OrdersAllowing unrestricted modification of the proposed item discount can lead to errors in sales recording, such as…
- Controlling Data Updates on the Sales Approvals PageImagine a scenario where a sales manager needs to review multiple approvals without interruptions caused by frequent…
- Excluding Service Items from Relative Discounts"Edara" excludes service items—such as shipping services for online sales or delivery services—from percentage-based…
- Displaying the Last Sale Price for a Specific Customer or All Customers"Edara" offers flexibility in managing the "Last Sale Price" setting by allowing you to choose whether to display the…
- Enabling Automatic Creation of Sales Orders and ReturnsDisabling approval steps significantly speeds up order processing times, resulting in faster delivery and improved…
- Granting/Revoking Permission to Modify Dates in DocumentsSometimes, incorrect dates are entered when creating documents, hindering accurate review and proper analysis.
- Setting the Default Payment Method in Sales OrdersSome users prefer a specific payment method as their default option, such as frequently using cash payments. To…
- Preventing Selling Under CostIn some business sectors, sales representatives can adjust item prices based on each customer’s situation. However, in…
- Preventing Sales Orders Over the Credit LimitWhen you want to keep sales staff within the credit you approved for your credit customers, you can block saving a sales order if saving it would take the customer over their credit limit, so the order stops at saving instead of the overrun being found after it's created.
- Creating a Sales Order at Zero PriceSome industries offer seasonal discounts to customers by providing free items on total invoices or offering free…
- Enabling and Adding a Line Discount in a Sales OrderA salesperson may sometimes need to apply a discount to a specific stock item within the invoice, rather than to the…
- Preventing change in sales pricesTo prevent changes to the sales price and ensure that set prices are followed, especially in companies with multiple…
- Enabling the sales order cancellation featureTo be able to cancel a specific sales order, you must first enable the sales order cancellation setting. You can also…
- Enabling SMS for Sales OrdersSMS messages are an effective way to quickly communicate with customers and keep them informed about their sales…
- Preventing duplication of Ref. Doc. in Sales OrdersEach sales order is assigned a unique number to facilitate its identification and tracking throughout the sales…
- Preventing the Issued Quantity from Exceeding the Reserved BalanceCreating Sales Order documents results in reserving quantities from available stock until they are issued. Therefore…
- Preventing return quantity over the reserved balanceWhen creating returns linked to a sales order, the return may be made repeatedly by mistake, resulting in returns being…
- Enabling and Adding Order Discount on SalesWhen adding discounts to sales, you can specify the targeted stock items — all stock items or a specific type — and…
- Creating a Separate Account for Each CustomerWhen adding a new customer, the system may create a shared AR account. You can change this setting to create a separate…
- Controlling Enforce Serial Number Entry in Sales DocumentsEnforcing serial number entry prevents duplicate item sales in branches, but may block orders coming from the online…
- Controlling Enforce salesperson entry in Sales DocumentsAssigning a salesperson in sales documents helps organize in-branch operations and links each transaction to its…
- Allowing Sales Orders with Zero QuantitiesYou can enable creating sales orders for stock items with zero stock in the warehouse, allowing sales orders to be…
- Enforcing Cost Center Entry in Sales DocumentsEnforcing cost center entry in sales documents helps link each transaction to the correct cost center, especially when…