<aside> ⚠️

Settings are only available to users with the Administrator role. Ang Settings ay available lamang sa mga user na may Administrator role.

</aside>

You can set default preferences for your sales orders to help speed up order creation and keep things consistent across your team. Pwede mag-set ng default settings para sa Sales Order para mas mabilis gumawa ng order at pare-pareho ang proseso ng buong team.

These settings apply automatically when creating new sales orders, but you can still change them manually per order if needed. Kapag naka-set na ang mga ito, awtomatikong magagamit ang settings kapag gumawa ng bagong Sales Order. Pero pwede mo pa rin baguhin nang manu-mano sa bawat order kung kinakailangan.

image.png

How to Set Default Sales Order Options

  1. Go to Settings Pumunta sa Settings.

    From the Menu, click Settings. Sa Menu, i-click ang Settings.

  2. Open Sales Order Settings. Buksan ang Sales Order Settings

    Under Sales Settings, select Sales Order tab. Sa Sales Settings, piliin ang Sales Order tab.

  3. Toggle the Settings You Want to Enable. I-toggle ang Mga Setting na Gusto Mong I-enable

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

      *Ang bawat setting sa ibaba ay maaaring i-ON o i-OFF depende sa workflow.*

  4. Your settings are applied automatically. Awtomatikong maa-apply ang iyong settings.

Sales Order Settings: General

🧾 Default VAT Inclusive

Apply VAT-inclusive pricing automatically. Awtomatikong gamitin ang VAT-inclusive pricing.

When enabled, all sales orders will automatically calculate totals as VAT-inclusive by default. Kapag naka-enable ito, lahat ng Sales Orders ay awtomatikong VAT Inclusive ang computation.

Steps:

  1. Go to the Sales Order page. Pumunta sa Sales Order page.
  2. Click Create. I-click ang Create.
  3. On the new Sales Order form, the VAT Inclusive option will already be toggled ON by default. Sa bagong Sales Order form, naka-ON na agad ang VAT Inclusive option bilang default.
  4. You can proceed with creating the order — VAT will be automatically included in price calculations. Maaari ka nang magpatuloy sa paggawa ng order — awtomatikong isasama ang VAT sa price calculations.

image.png

🧾 VAT first before discounts

Apply VAT-inclusive pricing automatically. Awtomatikong kalkulahin ang VAT bago ilapat ang discounts.

When enabled, VAT is calculated on the full amount before any discounts are applied. Kapag naka-enable ito, ang VAT ay kinukuwenta muna sa buong halaga bago ibawas ang discounts.

Steps:

  1. Go to the Sales Order page. Pumunta sa Sales Order page.
  2. Click Create. I-click ang Create.
  3. Add products and apply a discount and VAT. Magdagdag ng produkto at maglagay ng discount at VAT.
  4. The system will calculate VAT first before applying the discount. Uunahin ng system ang pagkalkula ng VAT bago ilapat ang discount.

Enabled

Enabled

Disabled

Disabled

📷 Barcode Scanner

Enable barcode scanning in the order form. I-enable ang barcode scanning sa order form.

Perfect for fast-paced environments—scan products to add them instantly to the sales order. Maganda ito para sa mga mabilis na transaksyon — i-scan lamang ang produkto upang agad itong maidagdag sa sales order.

Steps:

  1. Go to the Sales Order page. Pumunta sa Sales Order page.
  2. Click Create. I-click ang Create.
  3. On the new Sales Order form, you’ll see the active Barcode Scanner field. Sa bagong Sales Order form, makikita ang Barcode Scanner field.
  4. If you have a barcode scanner connected, scan a product — it will be added automatically to the order. Kung may nakakabit na barcode scanner, i-scan ang produkto — awtomatiko itong maidadagdag sa order.

image.png