Setup
Master data used by the Sales module: clients, locations and warehouses, and products.
The Setup group of the Sales sidebar gives direct access to the master data every sales document relies on. These are the same records as in Data Management — the Sales views add the tools sellers use daily: CSV import and export with ready-made templates, statistics, document numbering and stock drawers.
Setup
Clients
Customer records and categories, CSV import/export, statistics and client numbering.
Setup
Locations and Warehouses
Where stock is taken from on delivery notes and invoices; stock per location.
Setup
Products
Catalogue, prices and taxes, CSV import/export, stock, transactions and distribution.