Sales Settings
Sales Settings in Supply'd help you configure how sales are managed, making it easier to tailor orders, pricing, payments, and other sales processes to suit your business.
Sales Settings let you configure how sales are managed in Supply'd. You can customise settings for orders, payments, invoicing, and other sales processes to match the way your business operates. This helps reduce manual work, prevent errors, and save time, while ensuring that every order follows the rules and preferences you’ve set - resulting in a smoother, more efficient ordering process tailored to your specific needs.
In Sales Settings you can set defaults for:
As an Additional Option, you can also adjust the numbering sequence used for different document types, such as sales orders, purchase orders, invoices, and more:
Applying & Editing Your Sales Settings
Sales Order Settings
Choose your settings for your sales orders.
Default Warehouse
Select the warehouse that Supply’d orders are mapped to by default for pick and pack from your list of Locations.
Show Paid Icon
Choose whether or not to show a paid icon next to paid orders on the sales orders screen.
Show Overdue
Choose whether or not to show a overdue flag next to paid orders on the sales orders screen.
Show Total Item Count
Choose whether or not to show a total item count on the order screen.
Order Date Display
Select which date - either Order Date or Delivery Date - you would like to display on the sales orders screen.
Autofill Delivery Date
Choose whether or not to automatically fill the next available delivery date when creating or modifying an order. This will autofill the next delivery date according to the configured delivery schedule for the selected rule/zone. It will only be updated if a delivery date has not already been supplied.
Recalculate Due Date From Delivery Date
Choose whether or not to automatically recalculate the due date based on the delivery date.
If set to "Yes", the due date of an order will be recalculated from the delivery date when a delivery date is added or updated.
Imported Orders Display Name
Select which name to display on the sales order screen when orders are imported.
If "Company Name" is selected and no company name is provided, the relative first and last names will be displayed.
Email Customer Invoices For
Choose whether or not to send invoices upon shipment for custom customers.
Send Change Confirmation Emails
Choose whether to send yourself an email confirmation when a Sales Order is modified. This email is sent to you, not the customer.
Default Export Fields
Select the default fields you would like when exporting orders.
Invoice Settings
Set the default settings for invoices created by Supply'd, including how invoices are configured and managed.
Default Payment Term
Enter the default payment terms to apply to customer invoices. This will apply from the date of order creation and can be overridden at a customer level if on an applicable plan.
Enter the number of days and select one of the following:
Days: Payment is due the specified number of days after the invoice date.
Days EOM (End of Month): Payment is due the specified number of days after the end of the invoice month.
Days EOW (End of Week): Payment is due the specified number of days after the end of the invoice week.
Pre-Paid: Payment is required before the order is processed or supplied.
Show Free Shipping
Choose whether to display the Shipping line on invoices when no shipping charge applies.
When To Generate Invoices
Select when you would like invoices to be generated for this store's sales orders.
Manually: You choose when to generate invoices for these orders.
When Shipped: An invoice is generated for each Sales Order when it is shipped.
Daily: A single consolidated invoice is generated at the end of each day for the customer's shipped orders.
Weekly: A single consolidated invoice is generated at the end of each week for the customer's shipped orders.
Monthly: A single consolidated invoice is generated at the end of each month for the customer's shipped orders.
When To Send Weekly Invoices
Select the day of the week when invoices should be sent to customers.
Allow Online Invoice Payments
Select whether or not customers can pay their invoices online via credit card through Supply'd.
If enabled, when a customer pays via Online Payment, the charge is captured immediately, effectively locking the order. No further changes can be made, and the order cannot be marked as "Unpaid" after payment.
Once the customer has paid, the payment option on the order will switch from Invoice to Credit Card, and a green dot will appear next to the order to indicate that it has been paid - 
.
Pre-Paid Handled Automatically
Select whether orders on pre-paid terms are automatically switched to/from 
status.
Payment Bank Details
Enter the payment details you would like to show on invoices. For example, Bank deposit details, if applicable.
Default Invoice Message
The default message to be sent with the invoice.
Standing Orders
Configure how Standing Orders are created, managed, and processed in Supply'd.
Create Orders With Status
Select the status - either Draft or Order Placed - that you would like standing orders to be created as.
Draft: If you wish to review each order before placing.
Order Placed: Have the order automatically approved ready to go.
Standing Order Mode
Select the mode you would like to use for managing standing orders:
Individual Standing Orders: Each standing order is displayed individually in a table, similar to Sales Orders and Purchase Orders.
Weekly View: For each customer, manage standing orders by entering the products and selecting the day(s) of the week they are required.
Time Of Day
Select the time of day when standing orders are processed, based on your local timezone.
Lead Time (Days)
Enter how many days in advance standing orders should be processed. This is usually set to zero unless you are using Weekly View mode.
Quotes
Configure your settings for quotes.
Terms & Conditions
Add your company’s standard terms, such as payment or delivery details. These will automatically appear on all quotes sent through Supply’d.
Default Quote Message
Add a Default Quote Message to set a standard message that will automatically appear on all quotes sent to suppliers. You can customise this message to suit your business needs, saving time by automatically applying it to every new quote.
Additional Options
Edit Order Numbers
Clicking on the 3 dots in the top right of the Order Settings form gives you the option to edit your order numbers.
Selecting Edit Order Numbers will open the Order Numbers form.
Here you can change the next number that will be allocated within different sections of the system, such as Sales Orders, Invoices, or Purchase Orders.
Click 
to apply your changes.
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