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Sales

Where: Settings › Generic Settings › Sales and Other Income › Sales

Warn if inventory reaches minimum?​

Choices: Yes / No

  • Yes: when you save, CIRMS subtracts each product's quantity from its stock in the transaction's location. If the result is at or below the product's minimum for that location, a warning lists those products ("already reaches minimum") and you choose whether to continue. Rows also show a warning icon when the product's inventory or available inventory is negative.
  • No: no minimum check and no warning icons.

The warning never blocks saving. Minimums are set per location in the product's details.

Affects: Sales

Hide the "Price Based On" label in transaction header​

Choices: Yes / No

  • Yes: the Price Based on label (which shows the customer's pricing, for example Customer Settings) is hidden from the transaction header, so it doesn't show on screen.
  • No: the label is shown.

Affects: Sales

Auto-print after Save?​

Choices: Yes / No

  • Yes: right after you save or approve a transaction in this module, CIRMS opens the print preview with the template chosen in the next setting. If Enable Printing of Transactions Only When Approved is on, it only prints when the transaction is approved.
  • No: nothing prints automatically; use the print button when you need it.
  • Approve and Print always prints (for users allowed to approve and print), whatever this setting says.

Auto-print only works for users with the module's print permission, and each auto-print counts toward the print preview limit set in Transaction Preferences.

Affects: Sales

Set the default printout template for this transaction module​

Choices: Choose from a list

The printout template used by auto-print and by Approve and Print in this module. The list shows the templates made in Printout Template for this module.

Affects: Sales

Display popup "Edit Product Detail" after selecting/scanning products? (Mobile View Mode Only)​

Choices: Yes / No

Mobile view only.

  • Yes: after you pick or scan a product, the "Edit Product Detail" window opens so you can set the quantity, unit and price.
  • No: the product is added straight to the list.

Affects: Sales

Enable Viewing of Customer Credit Limit​

Choices: Yes / No

  • Yes: for regular customers, the sales screen shows the customer's credit limit and how much of it is used.
  • No: credit information is not shown in sales. (Checking and restricting happen in sales outbound: see Enable Customer Credit Limit Control.)

Affects: Sales

Auto select product batch during transaction saving if none is selected — When set to No, batch product transactions cannot be processed using the express Create Sales Outbound feature from the Sales Order list.​

Choices: No / First in first out / Last in first out

Applies to products managed by batch, when a row has no batch selected:

  • No: you must choose the batches yourself before saving.
  • First in first out: CIRMS fills in the batches for you, oldest batches with stock first.
  • Last in first out: CIRMS fills in the batches for you, newest batches first.

Affects: Sales Outbound, Sales