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.
Note: 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.
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A company selling lower value items with a quick turnover, such as books, may only need the order and invoice stages.
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A business producing specialist items to order may need to create the order and the invoice first, followed by the dispatch note.