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Sales settings

Use Sales settings to standardize how orders and quotes behave. Access requires sales.settings.manage.

Document numbers

Document numbers​

  • Configure order and quote number formats with tokens like {yyyy}, {mm}, {dd}, {seq:5}, {kind}.
  • Control the next sequence per type; sequences are scoped per organization.
  • Tokens can combine for readable IDs (e.g., ORDER-{yyyy}/{seq:5}).

Editing guards​

Order editing guards

  • Decide when customers and addresses can change (any status vs only draft).
  • Changing customer clears addresses to prevent data mix-ups.

Payment methods and statuses​

Payment methods

  • Payment methods list providers (e.g., Cash on Delivery, Bank Transfer, Card) and active flag.
  • Payment statuses define lifecycle (authorized, captured, pending, received, refunded, failed, canceled).
  • Both power the Payments tab and keep reports consistent.

Payment statuses

Shipping methods and shipment statuses​

Shipping methods

  • Shipping methods capture provider, base rate, and active flag; used when creating shipments and shipping adjustments.
  • Shipment statuses cover fulfillment states (pending, packed, shipped, in_transit, delivered, returned, canceled).

Shipment statuses

Order statuses and line statuses​

Order statuses

  • Order statuses control the main document lifecycle (draft, confirmed, in_fulfillment, fulfilled, on_hold, canceled).
  • Order line statuses refine per-line fulfillment (pending, picking, packed, shipped, delivered, returned, backordered, allocated).

Order line statuses

Adjustment kinds​

Adjustment kinds

  • Curate reusable kinds (Discount, Shipping, Tax, Surcharge, Custom). Kinds drive the adjustment dialog and reporting.

Tax rates​

Tax rates

  • Maintain VAT/tax classes with code, rate, and default flag. Applied to items and adjustments for consistent totals.

Tips​

  • Keep naming consistent across methods, statuses, and kinds so operators pick confidently.
  • Review guards before go-live to prevent mid-fulfillment edits that could break compliance.
  • Align tax classes with catalog pricing and finance reporting.