Choosing sales settings

NAVIGATION  Left navigation menu > Settings > Sales

SECURITY  Standard, Sales, and Purchasing roles cannot have the settings check box selected - only admin users can access settings.

Control the processes that occur when an organization attempts to create an account in your Online Store, receives a quote, or places an order. Plus, share your Terms of Service, privacy policy, and refund policy with your organizations.

This article explains how to configure your sales settings based on your preferences and business needs. Adjust your settings at any time.

NOTE  The options in this article are listed consecutively, in accordance with how they appear on the Sales settings page. Remember to confirm any settings that you change by clicking Save in the upper-right corner of the page.