Overview
Configure how Quotes and Sales Orders behave, including display preferences, sorting, and product handling.
👥 Access Permissions
Only users with access to Settings can configure or access integrations.. Review user roles before commencing.
📍Location in the app
Settings > Sales
Order Settings
Default columns to display on orders
Select which fields are displayed by default when creating Quotes or Sales Orders:
Job
Cost
Markup
Discount
Automatically sort lengths on orders
Set how length-based items are sorted:
Smallest to largest
Largest to smallest
Display individual Product Kit items on
Control how items within product kits are displayed. Settings applied here will be used as the default for newly created kits.
📝Note
This can also be configured per kit in Product > Product Catalogue, with this setting acting as the default for new kits.
Display Product Kit sub-kits on
Control whether sub-kits within product kits are displayed.
📝Note
This can also be configured per kit in Product > Product Catalogue, with this setting acting as the default for new kits.
Order Options
Group products on order by their product category
Automatically groups products on an order by category for improved visibility.
Display kits as minimised by defaults
Product kits are collapsed by default on orders. Select the + icon to expand and view included items.
Duplicate length and square metre line items when kit quantities are increased
Lineal metre and square metre items are duplicated. Quantities are scaled based on the kit quantity
Default Required Date to blank for new orders
When enabled, new quotes and sales orders have no Required Date set by default. A Required Date can still be added manually when needed.
Product Options
Minimum length charged(Lineal metre products
Set a minimum chargeable length for lineal metre products.
Flashings (if enabled)
Minimum length charged(Flashings)
Sets the minimum billable length for flashing products. Any quantity below this minimum will be charged at the defined minimum length.
Crush and Fold bend number(Flashings)
Defines the number of crush and fold bends applied to flashing products for pricing and production calculations.