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Settings are only available to users with the Administrator role.

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You can set default preferences for your sales orders to help speed up order creation and keep things consistent across your team.

These settings apply automatically when creating new sales orders, but you can still change them manually per order if needed.

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How to Set Default Sales Order Options

  1. Go to Settings

    From the Menu, click Settings.

  2. Open Sales Order Settings

    Under Sales Settings, select Sales Order Settings.

  3. Toggle the Settings You Want to Enable

    Each setting below can be turned ON or OFF, depending on your workflow.

  4. Your settings are applied automatically.

🧾 Default VAT Inclusive

Apply VAT-inclusive pricing automatically.

When enabled, sales orders will calculate totals as VAT-inclusive by default.

Steps:

  1. Go to the Sales Order page.
  2. Click Create.