Commercial settings and document numbers
How your company appears on quotes, the defaults every quote starts from, and the next quote and order numbers.
Who can do thisCRM Administrator
ManagementCommercial settings says how your company appears on quotes and orders, and sets the defaults every new quote starts from. It starts empty: "Nothing saved yet. Quotes cannot be created until you save these."
The settings
| Field | Rule |
|---|---|
| Legal name | Required. |
| Address, Address second line, Postal code, City | Printed on quotes. |
| Country (two letters) | For example DK. |
| CVR, VAT number, Email, Phone, Website | Printed on quotes. |
| Currency (three letters) | Required. Used on quotes for a customer with no currency of its own. |
| VAT rate, percent | 0 to 100, at most two decimals. |
| Payment terms, days | 0 to 365. |
| A quote is valid for, days | 1 to 365. Sets a new quote's Valid until. |
| Bank details | Printed on quotes. |
| Terms printed on new quotes | Copied into each new quote's Terms. |
Click Save settings; you see Saved. The VAT rate and payment terms are frozen onto each quote when it is created, so a later change only affects new quotes.
Document numbers
Quotes and orders are numbered from 1 by default. To continue an earlier series:
- Type the number in Next quote number or Next order number. The current one is shown under it.
- Click Set, then Yes, set it.
Numbers only move forward, up to 999,999,999: a number printed on a document a customer holds must never be printed again. A number that has been used or passed is refused.