Welcome to this guide on the Selling Settings feature in Empress. This feature is designed to streamline your sales process by allowing you to customize various sales-related settings. From customer naming to sales order requirements, this easy-to-use feature enables you to personalize your sales operations to suit your specific business needs.
Introduction to Selling Settings
The Selling Settings feature allows you to control and customize several aspects of your sales process. You can determine how customers are named in the system, whether specific documents are required before creating a sales invoice, and what the default price list should be. This feature is designed to make your sales operations more efficient and tailored to your business needs.
How to Use Selling Settings
Here’s a step-by-step guide on how to use this feature:
Customer Naming
- In the Customer Naming By field, you can choose how your customers are named in the system. By default, the customer’s full name is used. However, you can switch to a ‘Naming Series’ option, which allows you to create a unique naming series for your customers.
Sales Order Requirements
- The next two settings allow you to enforce the creation of a Sales Order or Delivery Note before a Sales Invoice can be created:
- To require a Sales Order before creating a Sales Invoice or Delivery Note, select ‘Yes’ in the ‘Is Sales Order Required for Sales Invoice & Delivery Note Creation?’ field.
- To require a Delivery Note before creating a Sales Invoice, select ‘Yes’ in the ‘Is Delivery Note Required for Sales Invoice Creation?’ field.
These requirements can be overridden for individual customers via their customer master profile.
Default Price List
- The ‘Default Selling Price List’ field allows you to set a default price list for new sales transactions. When you create a new sales transaction, item prices will be fetched from this price list.
Benefits of Selling Settings
The Selling Settings feature enhances your sales process by providing customization options tailored for your business needs. It allows you to maintain a more organized customer database, ensure necessary steps are taken before sales invoicing, and streamline your sales transactions by setting a default price list.
For further assistance, please refer to the Empress User Manual or contact Empress Support.