Sales Order Settings
The defaults and rules you set once for sales orders — and every new order starts from them. This is where you decide how orders are numbered, what payment terms and order type they default to, whether a proforma invoice is offered, and how orders are signed and worded.
Where to find it
Open the Bizconnekt admin console and go to Settings → Entity → Sales Order. You need Tenant Administrator access.
What can you set for sales orders?
| Setting | What it does |
|---|---|
| Automatic numbering | Turn on auto-numbering so each order gets a number automatically, with your chosen prefix and starting number. |
| Required documents | Choose which files an order must carry, such as the customer's purchase order or item specifications. |
| Default payment terms | Set the payment terms that fill in on a new order, which the seller can still change. |
| Order types | Offer order types such as standard, drop-ship, blanket and contract, and choose the default. |
| Proforma invoice | Turn on offering a proforma invoice from a sales order. |
| Signature | Add a signature to the printed order. |
| Standard terms and conditions | Write the wording that appears on every order by default. |
How to configure sales order defaults
- Go to Settings → Entity → Sales Order.
- Turn on automatic numbering and set the prefix and starting number.
- Set your default payment terms and default order type.
- Turn on the proforma invoice if your business uses it.
- Add a signature and your standard terms and conditions.
- Click Save.
What it affects
These defaults apply to every new sales order — typed in, bulk imported, or drafted for you — and carry through to the deliveries and invoices raised against it. Changes apply to new orders; existing ones are unchanged.
Related guides
Need help? Contact support at support@bizconnekt.com