Selling Settings
Expert
By Jad Ashi on 28 مارس 2023
Selling Settings is where you can define properties and validations which will be applied to the masters and transactions involved in the sales cycle.
Home > Selling > Settings > Selling Settings
1- Customer Naming By
When a customer is saved, a unique ID is generated for that Customer.
By default, Customer ID is generated based on Customer Name. If you wish to save Customer using a naming series, in the field Customer Naming Series, set value as "Naming Series". Example of Customer ID's saved in Naming Series - "CUST00001, CUST00002, CUST00003..." and so on.
You can set Naming Series for Customers from:
Setup > Data > Naming Series
2. Default Customer Group
Select a default Customer Group which will be auto-updated when creating a new Customer.
Quotations can be created for the Customers as well as for the Leads. When converting a Quotation into a Sales Order, which is created for a Lead, the system attempts to convert that Lead into a Customer. While creating Customer in the backend, the value for Customer Group is picked from Selling Settings. If no default values are found for Customer Group, then you will receive a validation message asking for the Customer Group. You can also manually convert a Lead into a Customer.
3. Default Territory
Select a default Territory which will be auto-updated when creating a new Customer.
Quotations can be created for the Customers as well as for the Leads. When converting a Quotation into a Sales Order, which is created for a Lead, the system attempts to convert that Lead into a Customer. While creating Customer in the backend, the value for Territory is picked from Selling Settings. If no default values are found for Territory, then you will receive a validation message asking for the Territory. You can also manually convert a Lead into a Customer.
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