Sales settings

The Sales settings hold the rules a subsidiary sells by: what an order must carry, how far a discount may go, what happens when a customer is over their credit limit, and the terms a new customer starts on. Each subsidiary has its own. This page covers the settings that change how Sales works today.

Set the rules orders follow

1. Go to Settings ‣ Configuration ‣ System settings, then open the Sales tab.
2. Open the Orders tab and set the fields below.
3. Click Save changes.

Field	What it sets
Max lines per order	Maximum number of line items per order. A longer order is refused.
Min order amount	Minimum total before an order can be placed. 0 means no minimum.
Max discount %	The highest discount on a whole document. Only roles allowed to change prices may go above it.
Quote expiry days	Days until a quote expires, used when a quotation leaves Expiry (days) empty.
Require warehouse	Orders must have a warehouse assigned before they are saved.
Require delivery date	Orders must have a delivery date specified.

The rules apply to every order, whoever raises it: on this screen, in the rep app or from the online store. Max discount % also applies to quotations and invoices.

Note

With Require warehouse off, a draft order can be saved without a warehouse, but it still needs one, and a sales rep, before it can be confirmed.

To stop line discounts altogether, open the Commissions tab and switch off Line-level discounts. Discounts can then be given only on the whole document, except by roles allowed to change prices.

Decide what happens over the credit limit

When an order would take a customer past their credit limit, Axon Suite either refuses it or puts it on Credit hold for someone to release.

1. Go to Settings ‣ Configuration ‣ System settings, then open the Sales tab.
2. To refuse such orders, switch on Credit limit check on the Features tab and Block orders on credit hold on the Credit tab.
3. To hold them instead, switch off Block orders on credit hold.
4. Click Save changes.

Orders saved from then on follow the new rule; orders already on hold stay there until released. See Hold an order for credit. The credit limit itself is set on each customer; see Credit limits.

Example

A building supplies merchant would rather not turn a regular customer away at the counter. It switches off Block orders on credit hold, so an order over the limit is saved and waits on Credit hold until the credit controller has spoken to the customer and released it.

Give new customers their defaults

1. Go to Settings ‣ Configuration ‣ System settings, then open the Sales tab.
2. Open the Defaults tab and pick the values below.
3. Click Save changes.

Field	What it sets
Default customer type	Type assigned to new customers (Business or Individual).
Default currency	Currency assigned to new customers.
Default credit limit	Credit limit assigned to new customers.
Default payment term	Payment term assigned to new customers.
Default price list	Price list assigned to new customers.
Default customer category	Category assigned to new customers.
Default posting profile code	The posting profile new customers post through.

Every customer created from then on, on screen or by import, starts with these values, which you can change on the customer. Customers that already exist keep theirs.