V9 - Sales transaction setting descriptions

The Sales transaction settings in SOS Inventory consist of settings for sales orders, estimates, invoices, sales receipts, RMAs, and returns.

Sales order setting descriptions

Go to Tools & settings > Configuration > Sales > Sales orders to establish your Sales order settings.

Default cc for sales orders. If an email address is entered, the recipient will be copied automatically on all emailed sales orders.

Expand kits on sales orders. Expands kits automatically upon saving a sales order.

Lock sales orders when editing. Check this box to prevent users from editing a sales order that someone else already has open. Eliminates the chance of two users editing the same transaction, with the last one to save overwriting the other user’s changes. If the sales order is already open by another user, the system will display a message letting the user know that someone else is currently editing the order.

Sales order footer. Text to be displayed at the bottom of every sales order.

Sales order message. The body of the email message to be sent with your sales orders. Do not use HTML.

Sales order numbering. Allows you to enter a prefix that will be automatically attached before all system-generated sales order reference numbers, as well as to set or reset the number used on the next sales order. Both fields are optional. You can always enter the transaction number manually when creating or editing a transaction.

Sales order Reply-To. The email address where you will receive replies to your sales order emails.

Sales order title. Change this value if you want a different title when printing or emailing sales orders. For example, some people use Sales Acknowledgement instead. The maximum title length is 50 characters.

Estimate setting descriptions

Go to Tools & settings > Configuration > Sales > Estimates to establish your Estimate settings.

Default cc for estimates. If an email address is entered, it will be copied automatically on all emailed estimates.

Estimate footer. Text to be displayed at the bottom of every estimate.

Estimate message. The body of the email message to be sent with your estimates. Do not use HTML.

Estimate numbering. Allows you to enter a prefix that will be automatically attached before all system-generated estimate reference numbers, as well as to set or reset the number used on the next estimate. Both fields are optional. You can always enter the transaction number manually when creating or editing a transaction.

Estimate Reply-to. The email address where you will receive replies to your estimate emails.

Estimate title. Change this value if you want a different title when printing or emailing estimates. For example, some people use Quote instead. The maximum title length is 50 characters.

Invoice setting descriptions

Go to Tools & settings > Configuration > Sales > Invoices to establish your Invoice settings.

Default cc for invoices. If an email address is entered, it will be copied automatically on all emailed invoices.

Invoice footer. Text to be displayed at the bottom of every invoice.

Invoice message. The body of the email message to be sent with your invoices. Do not use HTML.

Invoice numbering. Allows you to enter a prefix that will be automatically attached before all system-generated invoice reference numbers, as well as to set or reset the number used on the next invoice. Both fields are optional. You can always enter the transaction number manually when creating or editing a transaction.

Invoice Reply-To. The email address where you will receive replies to your invoice emails.

Use QuickBooks invoice numbers. If this setting is enabled, SOS Inventory will leave the invoice number blank when sending an invoice to QuickBooks, and QuickBooks will generate an invoice number.

Use shipping cost from shipment. By default, SOS will use the shipping cost specified on the sales order when invoicing. Enable this setting to use the shipping cost from the associated shipment instead.

Sales receipt setting descriptions

Go to Tools & settings > Configuration > Sales > Sales receipts to establish your Sales receipt settings.

Default cc for sales receipts. If an email address is entered, it will be copied automatically on all emailed sales receipts.

Include sales receipts in available. Includes sales receipts in available-for-sale calculations. If disabled, only sales orders are included. If you change the option, it may take a little time for all available-for-sale values to be updated.

Sales receipt footer. Text to be displayed at the bottom of every sales receipt.

Sales receipt message. The body of the email message to be sent with your sales receipts. Do not use HTML.

Sales receipt numbering. Allows you to enter a prefix that will be automatically attached before all system-generated sales receipt reference numbers, as well as to set or reset the number used on the next sales receipt. Both fields are optional. You can always enter the transaction number manually when creating or editing a transaction.

Sales receipt Reply-To. The email address where you will receive replies to your sales receipt emails.

Return merchandise authorization (RMA) setting descriptions

Go to Tools & settings > Configuration > Sales > RMAs to establish your RMA settings.

RMA footer. The text to be displayed at the bottom of every return merchandise authorization.

RMA message. The body of the email message to be sent with your RMAs. Do not use HTML.

RMA numbering. Allows you to enter a prefix that will be automatically attached before all system-generated RMA reference numbers, as well as to set or reset the number used on the next RMA. Both fields are optional. You can always enter the transaction number manually when creating or editing a transaction.

RMA Reply-To. The email address where you will receive replies to your RMA emails.

Return setting descriptions

Go to Tools & settings > Configuration > Sales > Returns to establish your Return settings.

Return numbering. Allows you to enter a prefix that will be automatically attached before all system-generated return reference numbers, as well as to set or reset the number used on the next return. Both fields are optional. You can always enter the transaction number manually when creating or editing a transaction.