Skip to main content
All CollectionsSettings - General
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 7 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.

Did this answer your question?