Settings
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    Settings

    • PDF

    Article Summary

    Available in Classic and VPC

    In the Settings menu, you can set whether to use store management, whether to allow negative inventory, whether an alert is shown when negative inventory is allowed, and unit price.

    The Sales Settings page is laid out as follows.

    workplace-pc-sales1_settings_ko

    AreaDescription
    ① Use Store ManagementIf the Use Store Management is set to Use, then you can manage the Store Information menu in Sales Standard Information
  • If there is a directly managed store in operation, then select Use
  • ② Whether Negative Inventory Is AllowedIf you set Whether Negative Inventory Is Allowed to Use, when a real product exists while there is no inventory in the electronic system in Manage Sales, then negative inventory is allowed so that sales can be handled
    ③ Whether an Alert Is Shown When Negative Inventory Is AllowedIf you set Whether an Alert Is Shown When Negative Inventory Is Allowed to Use, then a warning message is displayed when the inventory becomes negative
    ④ Set Unit PriceSelect Use Unit Price per Item if the same unit price is applied for all customers
  • When selecting Use Unit Price per Item, the Current Item Unit Price and Manage Item Unit Price menus are displayed in the Sales Service > Sales Standard Information menu
    Select Set Unit Price if different unit prices are to be applied for different customers
  • When selecting Use Item Unit Price by Vendor, the Current Item Unit Price by Vendor and Manage Item Unit Price by Vendor menus are displayed in the Sales Service > Sales Standard Information menu
  • ⑤ Quotation Validity PeriodIf a quotation validity period is entered, then the quotation created can only be used within this validity period from the date of creation
    The validity period is displayed in the composing and viewing quotation details pages, and also when sending a quotation email
    ⑥ Set Approval
    • If Whether to Get the Approval for Quotation is set to Use, then the quotation approval procedures are processed through the Approval service
      - If it's set to Not use, then the quotation needs to be approved using the approval feature in the Sales service
    • If Whether to Get the Approval for Order is set to Use, then the order form approval procedures are processed through the Approval service
      - If it's set to Not use, then the order form needs to be approved using the approval feature in the Sales service
      ⑦ CancelDelete the setting, and refresh and open the previous page before making changes
      ⑧ SaveIt saves the settings

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