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How To Set Up Your Sales?
How To Set Up Your Sales?

Information about the initial settings for working with Sales in Orderry

Xenia avatar
Written by Xenia
Updated over 8 months ago

On the Settings > General > Sales page, you can configure the mandatory fields in the sales form.

Check the Make the Client field required checkbox to prevent employees from creating a sale without entering client information.

Check the Make the Ad Campaign field required checkbox so that employees cannot create a sale without specifying the Ad campaign.

Reminder: you can set mandatory fields in the work order, lead, client, product, or asset forms in the Forms Editor.

Be sure to click Save to apply the selected settings.

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