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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.

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.

Sales Order Settings: General

🧾 Default VAT Inclusive

Apply VAT-inclusive pricing automatically.

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

Steps:

1. Go to the Sales Order page.
2. Click Create.
3. On the new Sales Order form, the VAT Inclusive option will already be toggled ON by default.
4. You can proceed with creating the order — VAT will be automatically included in price calculations.

📷 Barcode Scanner

Enable barcode scanning in the order form.

Perfect for fast-paced environments—scan products to add them instantly to the sales order.

Steps:

1. Go to the Sales Order page.
2. Click Create.
3. On the new Sales Order form, you’ll see the active Barcode Scanner field.
4. If you have a barcode scanner connected, scan a product — it will be added automatically to the order.

👤 Default Customer

Auto-fill a default customer in new orders.

Useful for walk-in sales or repeat customers to save manual entry every time.

Steps:

1. Go to the Sales Order page.

2. Click Create.

3. On the new Sales Order form, the Customer field will already be filled in with the default customer.

4. You can still manually change the customer before submitting.|