What are Sales Types?

Sales Types allow you to define the different types of sales transactions used in your system. For example, you can define how a sales order is processed, the stages it passes through, and the document formats it uses.

Uwaga: You must define sales types for your business unit before you can enter sales transactions.

Examples of different sales types are:

A company selling high value items such as large engineering components may need a sales type which includes all of the stages.
A company selling lower value items with a quick turnover, such as books, may only need the order and invoice stages.
A business producing specialist items to order may need to create the order and the invoice first, followed by the dispatch note.