Sales settings

Numbering, pipelines and stages, SST and payment details.

For: Admins

Steps

Go to Settings → Sales.
Set the prefix, year and digits for lead, deal, quotation, order and invoice numbers; the example shows the result.
Enter your SST registration number, payment terms and bank details for documents.
Edit pipelines and stages. Each pipeline needs exactly one Won and one Lost stage; stages in use can't be removed.
Adjust SST categories and their rates.
Set quotation approval rules: any line discount above a percentage, a total above an amount, or specific products; choose the level and the approving role or person.
Choose whether new leads are assigned automatically and scored by AI.

Create separate pipelines for different sales processes, such as New business and Renewals.

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