--- title: "Sales order settings" description: "A walkthrough of all settings under Setup → Settings → Financial → Sales Order in Financial. Controls the invoicing flow, stock locations, operator selection, automation, digital signature and much more." url: https://support.sapera.io/en/articles/84-sales-order-settings collection: "Financial" updated: 2026-10-05 language: en alternates: [da] --- # Sales order settings A walkthrough of all settings under Setup → Settings → Financial → Sales Order in Financial. Controls the invoicing flow, stock locations, operator selection, automation, digital signature and much more. This article walks through the sales order settings. The settings control the behavior of the sales order screen — including the invoicing flow, stock handling, automation, field visibility and digital signature. If you cannot see the menu item, you most likely do not have permission to access it. Contact support. ## How to find the settings Open **Financial** via the hamburger menu in the top left. Go to **Setup** → **Settings** → **Financial** → **Sales Order**. ## Invoicing and order flow ### Simple Invoice Flow Determines how a sales order is completed and invoiced, and thereby changes which actions (buttons) are available on the order. This setting requires that **Support invoicing** is enabled. **No (default) — full flow:** The sales order goes through separate steps. The items can be delivered (delivery note/delivery, which draws on stock) and invoiced as separate actions, and partial invoicing is possible (invoicing parts of the order at a time). Suitable for companies that separate picking and delivery from invoicing, or that send multiple partial deliveries or partial invoices on the same order. The delivery step requires that stock management and delivery are enabled. **Yes — simplified flow:** The sales order is completed and invoiced in a single step with one "Complete" action. There is no separate delivery or delivery-note button, and the order is invoiced as a whole. Faster for simple sales where delivery and invoicing effectively happen at the same time. Note: If a customer is set up for collective invoicing, invoicing is done via the collective invoicing run, and direct invoicing from the order is not available — regardless of the choice here. ### Support invoicing Specifies whether invoicing can be done directly from sales orders. **Yes (default):** Invoicing from a sales order is possible. **No:** Invoicing from a sales order is disabled. Buttons and actions related to invoicing are removed from the order. ### Auto fill invoice date Specifies whether Sapera automatically fills in the invoice date when invoicing. **Yes (default):** The invoice date is automatically set to today's date when invoicing. **No:** The invoice date must be filled in manually. ### Support purchase back flow Determines whether sales orders support purchase back — e.g. for returns. **Yes (default):** The purchase back function is available on the order. **No:** The purchase back function is hidden. ## Order status and actions ### Automatically make in progress on save Determines whether a sales order automatically changes status to "In progress" when it is saved. **Yes:** The order is set to in progress on every save. **No (default):** The status does not change automatically on save. ### Allow modifying sales order in progress state Determines whether order lines can be changed while the order is in the "In progress" state. **Yes:** Lines can be edited even when the order is in progress. **No:** Lines cannot be edited in the in progress state. ### Support 'abort' action Specifies whether the "Abort" action is available on sales orders. **Yes (default):** The Abort function is shown and can be used. **No:** The Abort function is hidden. ### Support 'mark completed' action Specifies whether the sales order can be marked as completed via a dedicated action. **Yes (default):** The "Mark completed" action is available. **No:** The action is hidden. ## Stock locations ### Use previous item stock location mode Determines whether Sapera should suggest the same stock location as the one used at the most recent registration of the item. **Never:** The previous location is never reused. **Always:** The previous location is always suggested. **When conditions met (default):** The location is only reused when the system's conditions are met. ### Use stock location behaviour if out of stock Determines how Sapera handles stock location selection if the item is not in stock at the selected location. **Always current OU (default):** Always use the location in the current department, regardless of stock status. **Ask:** Show a dialog if the item is available at another location. **Auto-select available department location:** Automatically select a location where the item is in stock. **Auto-select by priority:** Automatically select the location with the item that has the highest priority. **Recalculation on reservation:** Every time the sales order reserves stock (for example when it is saved), Sapera checks the location on the lines where you have not chosen the location yourself. If the line has no location, it is filled in. If nothing is available at the line's location while the item is available at another location, Sapera picks a new location according to this setting: **Auto-select by priority** picks the location with the item that has the highest priority; **Ask** and **Auto-select available department location** pick the first location where the item is available — without asking (the dialog is only shown when you add the line). With **Always current OU** (default), a filled-in location is never changed. The location is not recalculated if you chose it yourself with **Change location**, if part of the line has already been delivered, or if the order reserves stock in a collect department. If the setting **Force use default location** is turned on, the default location is always used. ### Reserve stock in collect OU (if selected) Specifies whether stock is reserved in the collection department if a collection department is selected on the order. **Yes (default):** Stock is reserved in the collection department. **No:** Stock is not reserved in the collection department. ## Visibility and display ### Show state column in items grid Specifies whether the state column is shown in the item overview on the sales order. **Yes:** The state column is shown. **No:** The state column is not shown. ### Show action codes Specifies whether action codes are shown on the order lines. **Yes:** Action codes are shown on the lines. **No:** Action codes are not shown. ### Show Account Specifies whether the account field is shown on each order line. **Yes:** The account field is shown on the lines. **No:** The account field is not shown. ### Support description field Specifies whether the description field is shown on the sales order. **Yes:** The description field is visible. **No:** The description field is hidden. ### Show organizational unit selection Shows or hides the option to select an organizational unit (department) on the sales order. **Yes (default):** The department selection is shown. **No:** The department selection is not shown. ### Show parent sales order selection Shows or hides the option to link the sales order to a parent sales order. **Yes (default):** The field for selecting a parent sales order is shown. **No:** The field is not shown. ### Include Serial-number item related reports on export Specifies whether reports related to serial-number items are included when the sales order is exported or printed. **Yes (default):** Instance related reports are included on export. **No:** They are not included. ## Operator selection ### Show operator selection at creation Determines whether a dialog for selecting an operator is shown when a sales order is created. **Yes:** An operator selection dialog is shown at creation. **No (default):** The operator can be selected manually on the order afterwards. ### Force operator selection at creation (if shown) If operator selection is shown at creation (see the setting above), this setting determines whether the selection is mandatory — that is, the dialog cannot be closed without an operator being selected. **Yes:** An operator must be selected — the dialog cannot be dismissed. **No (default):** The operator selection is optional and can be skipped. ### Ask about operator at invoicing Specifies whether Sapera should ask about an operator when the sales order is invoiced. **Yes:** An operator selection dialog is shown when invoicing. **No:** No operator is asked for when invoicing. ## Worklog and tasks ### Worklog Product Id Specifies the product ID for the product used when worklog hours are added as a line on the sales order. If the field is left empty, adding work hours to the order will fail with a message that the worklog product is not defined. ### Round logged time to nearest XX minutes at adding to sales order Specifies how many minutes logged time is rounded to when worklogs are added to the sales order. For example, enter **15** for quarter-hour rounding. Set to **0** to turn rounding off. ### Default Task Type Id The default task type ID for tasks created directly from the sales order. If the field is left empty, no default task type is used. ## Date deadlines ### Complete days before Promised completion date The number of days before the promised completion date by which the order is expected to be ready. Used to show a warning on the order before the deadline is exceeded. Default: **5**. ### Deadline days before Promised completion date The number of days before the promised completion date that is marked as the hard deadline. Default: **1**. ## Digital signature ### Support signature feature Enables or disables the option to send sales orders for digital signature. Note: This setting can only be changed by Cloud Retail Systems' support (administrator) and requires a separate agreement. **Yes:** The signature feature is active, and a "Send for signature" action is shown on the order. **No (default):** The signature feature is turned off. If the signature feature is active, texts and expiry time can be configured in the subcategory **Signature Invitation** directly under the Sales Order settings. ## Signature Invitation The subcategory **Signature Invitation** contains texts and configuration for signature invitations sent to the customer when a sales order needs to be signed digitally. The settings below are only relevant if **Support signature feature** is enabled. The following placeholders can be used in the SMS and email templates (inserted with curly braces): **{Url}** — link to the signature page, **{CustomerFullName}** — the customer's full name, **{SalesOrderIdentifier}** — the sales order number. ### Signature invitation SMS text The text of the SMS sent to the customer with the signature link. Default: "Please sign the document at: {Url}". ### Signature invitation email subject The subject line of the email inviting the customer to sign. Default: "Signature invitation for {SalesOrderIdentifier}". ### Signature invitation email body The body of the invitation email with the signature link and information about expiry. The default text addresses the customer by name and link, along with a note that the link expires in 2 days. ### Signature link expiration (days) The number of days the signature link is valid from when it is sent. Default: **2**. ### Auto-approve on expiry Determines whether the signature request is automatically approved if the customer does not sign before the link expires. **Yes:** The request is automatically approved when the link expires. **No (default):** The request is not automatically approved — the order requires manual handling. ### Confirmation email subject The subject line of the email sent to the customer after they have signed. Default: "Signature confirmation for {SalesOrderIdentifier}". ### Confirmation email body The body of the confirmation email to the customer after signing. ### Receipt of signature email subject The subject line of the receipt email sent with the signed document attached. Default: "Receipt of signature for {SalesOrderIdentifier}". ### Receipt of signature email body The body of the receipt email, in which the signed document is attached. \--- If you have any questions, you are welcome to contact support. ### Auto complete sales order Controls whether a sales order is automatically completed on invoicing. **Yes:** The order is completed automatically on invoicing. **No (default):** The order is not completed automatically. ### Auto save when customer is set Controls whether the sales order is saved automatically as soon as the customer field is filled in. **Yes:** The order is saved automatically when the customer is selected. **No (default):** The order is only saved when you save it yourself. ### Rounding of time on the sales order **Round logged time to nearest XX minutes at adding to sales order** – rounds logged time when it is added to the sales order. **Round worklog start time to nearest XX minutes** – rounds the start time of a time registration. **Omit start/end time on worklog (only log minutes spent)** – logs only time spent, without start and end time. * * * **Want to know more?** Read more in these related articles: [ Sales orders A complete guide to sales orders in Financial: list view, creation, all header fields, lines, the tabs at the bottom, actions and the state machine from draft to invoicing. ](https://support.sapera.io/en/articles/81.md)[ Creating sales orders This article walks through how to create a sales order. ](https://support.sapera.io/en/articles/361.md)[ Sales order types Learn how to create and configure sales order types in Sapera. A sales order type controls fields, discount rules, default values, completion messages and layout for sales orders and quotes. ](https://support.sapera.io/en/articles/233.md)