# Sale Types
Sale Types define form types for sale transactions — supply type, document headers, bill numbering, required fields, tax behaviour, footer notes, and item filtering for the sale app.
Overview & List View
Go to Sales → Settings → Sale Types from the left menu.
Every sale quotation, order, invoice, and related document uses a sale type (Form Type) that controls numbering, tax rules, print headers, and validation.
List columns
| **Column** | **Description** |
|------------|-----------------|
| Id | Form type record ID. |
| Name | Form type name shown on sale documents. |
| Supply Type | Regular, Export, Deemed Export, SEZ, GCC Export, etc. |
| Bill Heading | Additional heading on printed bills. |
| Bill Sub Heading | Additional subheading on printed bills. |
| Branch | Branch limit when multi-branch is enabled. |
| Status | Active or Suspended. |
Quick filter tabs
| **Tab** | **Shows** |
|---------|-----------|
| Active | Active sale types (default). |
| Suspended | Suspended types. |
Advanced filters
| **Filter** | **Description** |
|------------|-----------------|
| Name | Filter by form type name. |
| Branch | Filter by branch. |
| Brand | Filter by brand when brand tracking is enabled. |
| Status | Active or Suspended. |
| Created Date | Date the type was created. |
List row actions
| **Action** | **Description** |
|------------|-----------------|
| View | Opens read-only type details. |
| Edit | Opens the edit form. |
| Delete | Removes the type when not referenced. |
| Suspend / Activate | Disables or re-enables the type. |
Sale Types
New Sale Type
Fields
Basic Information
| **Field** | **Description** |
|-----------|-----------------|
| Name * | Sale type name. Must be unique. Shown as Form Type on sale documents. |
| Supply Type | Regular, Export, Deemed Export, SEZ with Tax, SEZ without Tax (India), GCC Export (Bahrain). Affects tax and compliance behaviour. |
| Description | Optional notes. |
Document Headers
| **Field** | **Description** |
|-----------|-----------------|
| Document header for sale invoice | Printed title for sale invoices using this type. |
| Document header for credit note | Printed title for credit notes. |
| Additional Heading for bills | Extra heading on printed bills. |
| Additional SubHeading for bills | Extra subheading on printed bills. |
Tax & Field Settings
| **Field** | **Description** |
|-----------|-----------------|
| Require tax for every item | Blocks save when any line has no tax. |
| Exclude in tax reports | Excludes transactions of this type from tax summary reports. |
| Select Required Fields | Employee, Brand, Route (in Sale invoice), LPO Number — must be filled before approve. When LPO Number is selected, LPO / FPO Id is shown and required on documents using this sale type. |
| Select Disable Fields | Tax — hides tax fields on bills using this type. |
| Item Groups | Limits items selectable on the sale app to these groups. |
| Branch | Default branch when multi-branch is enabled. |
| Brand | Default brand when brand tracking is enabled. |
Transaction ID Format
Per transaction (Sale Quotation, Sale Order, Sale Invoice, etc.):
| **Column** | **Description** |
|------------|-----------------|
| Transaction | Document type (read-only). |
| Auto generate id | Yes/No — system assigns the next number on save. |
| Prefix | Bill number prefix. |
| Starting No | Starting sequence when auto-generate is on. |
| Suffix | Bill number suffix. |
Footer Notes
WYSIWYG footer text per document type: Sale Invoice, Sale Order, Sale Quotation, Credit Note, Pro Forma Invoice, Commercial Invoice, Sale Return Order.
How It Works
- Form Type selection — When a user picks a sale type on a quotation, order, or invoice, numbering rules, headers, footers, and field requirements from that type apply immediately.
- Customer default — Customers can have a default sale type that auto-fills Form Type on new transactions.
- Tax resolution — Sale type is the first key in Sale Tax Config. Item group and item rows override defaults for the same sale type.
- Numbering — Auto-generated bill numbers use the prefix/suffix and sequence configured per transaction on this sale type.
- Sale app filtering — Item Groups on the sale type restrict which items field sales users can select in the mobile sale app.
Connected reports: Filter by sale type on Sale Report, Sale Report Advanced, Month Wise Einvoice Summary, and tax-related reports.
Actions
List header: New
| **Action** | **Description** |
|------------|-----------------|
| Edit | Opens the sale type form |
| Delete | Removes the type when not referenced |
| Suspend / Activate | Disables or re-enables the type |
Form buttons: Save / Update, Reset, Cancel
FAQ
Can two sale types share the same bill prefix?
Prefixes should be unique per auto-generate configuration to avoid duplicate bill numbers when Prevent Duplicate invoice number is enabled in Sale Settings.
How do footer notes appear?
Footer notes configured here print on the corresponding document type when that sale type is selected.
What are required fields on a sale type?
Required fields (Employee, Brand, Route on sale invoice, or LPO Number) must be filled before approve. Missing LPO Number blocks approval with LPO number is missing...
Can a sale type require tax on every line?
Yes. When enabled, approve fails if any item line has no tax. Pair with Sale Tax Config for defaults.
How does supply type affect the bill?
Supply type drives tax and statutory fields on quotations, orders, and invoices. Use separate sale types when domestic and export flows differ.
Why was my approve blocked for duplicate bill number?
If Prevent duplicate invoice number is on in Sale Settings, each sale type's auto-number prefix must stay unique.