The Sale Settings area holds master data and configuration for customers, pricing, taxes, document types, targets, and module-wide sale behaviour. Use this page as a hub to jump to each settings screen.
| **Page** | **Description** |
|----------|-----------------|
| Sale Settings | Optional fields, discounts, bill layout, price behaviour, data-entry rules, export fields, and POS options. |
Pricing
| **Page** | **Description** |
|----------|-----------------|
| Basic Pricing | Set default sale prices, minimum sale prices, and MRP by item and unit. Last step in the sale price resolution chain. |
| Date Wise Pricing | Set item selling prices effective from a specific date. Supports customer group prices and price dependency formulas. |
| Pricing Rule | Date-range pricing rules by customer, group, or category with price or discount schemes and quantity slabs. |
| Price Dependency | Define formulas that derive one item's price from another item's price (used on the Date Wise Pricing screen). |
| Estimated Cost Margin | Set estimated cost margin % or value per item for profit reporting. |
Master data
| **Page** | **Description** |
|----------|-----------------|
| Customer Groups | Group customers for pricing rules, credit limits, and mandatory-field rules. |
| Customer Category | Higher-level customer classification above customer groups. |
| Sale Types | Form types with supply type, document headers, transaction ID formats, footer notes, and tax rules. |
| Sale Tax Config | Default sale taxes by sale type, item group, or item. |
| Credit Limit Setting | Credit limits by customer, group, or category — checked on approve. |
| Sale Return Reason | Reasons recorded on sale return orders. |
| Opening Balance | Customer opening balances and reference bills at go-live. |
Customers
| **Page** | **Description** |
|----------|-----------------|
| Customers | Customer master records used on all sale transactions, collections, and customer reports. |
| Woocommerce Orders | Import and convert WooCommerce orders to sale invoices. |
Which screen should I use for customer-specific prices?
Use Pricing Rule for customer, group, or category discounts and slabs. Use Date Wise Pricing for effective-date list prices. Basic Pricing is the fallback when no other rule matches.
Do settings here affect already approved invoices?
No. Pricing, tax, and sale settings apply to new entry and open drafts. Approved bill amounts and posted journals are not recalculated when you change a setting.
Where is credit control configured? Credit Limit Setting defines limits by customer, group, or category. Limits are checked on Approve of sale invoice, sale order, or quotation — not on save.
What is the difference between Sale Type and Sale Tax Config? Sale Types define document layout, numbering, supply type, and required fields. Sale Tax Config assigns default taxes by sale type, item group, or item.
How do targets connect to reports? Sale Target feeds the Sale Target Commission report. Payment Collection Target feeds the Collection Commission report. Customer Rebate feeds Customer Rebate Summary.