We redesigned and regrouped all options for the Sales app on the Web Interface.
There is now a single Options menu item under More button in all screens of the Web Sales app. It groups the following options:
- Deal Stages : you can customize here the Deal Stages pipeline: add, reorder & rename the stages
- Deal Options
- Invoices: you can customize the default number of days before an invoice is due
- PDF Export: contains the various options to customize the Quote & invoice PDF export, including Logos, default Payment terms, rounding,….
- Accounts: edit the accounts associated with invoices
- Product Units : manage the product catalog units
- Product Categories: manage the product catalog categories