--- title: "Sales Settings" slug: "1611681256" updated: 2026-07-01T09:30:47Z published: 2026-07-01T09:30:47Z canonical: "help.ila.cegid.com/1611681256" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.ila.cegid.com/llms.txt > Use this file to discover all available pages before exploring further. # Sales Settings In Invoicing Engine, the sales cycle depends on issuing the sales and shipping documents. This way, you must create the document types necessary to sale items and/or services and ensure the compliance with legal and fiscal requirements. You must also validate the sales settings, price lists and channels applicable to your business, as well as create customer groups to group the entities with similar characteristics. --- ## Setting up documents The sales cycle implies issuing several invoice, memos and delivery types. Before issuing any legal document, you must ensure that these are correctly created and set up. To set up documents, follow these steps: **Setting up invoice types** 1. Access **Setup | Documents | Invoice Types**; 2. Click **Create** or select a document previously created for the desired invoice type; 3. Specify the type of invoice on the field **Type**; 4. Insert the **Fiscal Document Type** on the corresponding field; **Note**: This field is mandatory for the document to be identified by the Tax Authority; 5. Select the option **Cash Invoice** if the invoice is automatically settled; 6. In the area **Series**, associate a series to the document type and specify the **no. of copies** and the way the invoice will be communicated to the AT; **Note**: Depending on the document type, there are 4 ways to communicate: Web Service, SAF-T (PT), Manual or No Communication. Please note that from the moment a series is started, it is mandatory to communicate all documents with the same communication type. 7. Fill in the remaining fields; 8. Finally, click **Save**. To view the invoices issued, on the menu click **Invoices**. On the presented list, you can apply the desired filters, as well as other selection criteria, such as intervals between dates or companies. **Setting up memo types** 1. Access **Setup | Documents | Memo Types;** 2. Click **Create** or select a document previously created for the desired invoice type; 3. Specify the type of invoice on the field **Type**; 4. Insert the **Fiscal Document Type** on the corresponding field; **Note**: This field is mandatory so that the document is identified by the Tax Authority; 5. Select the document type being represented: **Credit** or **Debit**; 6. Select checkbox **Automatically Settled** if you wish to automatically settle the document; 7. In the area **Series,** associate a series to the document type and specify the **no. of copies** and the way the invoice will be submitted to the AT; **Note**: Depending on the document type, there are 4 ways to communicate: Web Service, SAF-T (PT), Manual or No Communication. Please note that from the moment a series is started, it is mandatory to communicate all documents with the same communication: 8. Fill in the remaining fields; 9. Finally, click **Save**. **Note**: The credit and debit notes are issued on the same editor and are only distinguished by the nature defined on the document type. **Configuring delivery types** 1. Access **Setup | Documents | Delivery Types;** 2. Click **Create** or select an already created document for the desired document type; 3. Specify the document type on the field **Type**; 4. Insert the **Tax Document Type** on the corresponding field for the document to be identified by the Tax Authority; 5. Select the checkbox **Exclude From Billing** to not associate this delivery type to billing; 6. Activate the checkbox **Print Without AT Code** if you wish to make mandatory to insert the code sent by the AT before issuing the document; 7. In the area **Series,** associate a series to the document type and specify the **no. of copies** and the way the invoice is submitted to the Tax Authority; **Note**: Depending on the document type, there are 4 ways to communicate: Web Service, SAF-T (PT), Manual or No Communication. Please note that from the moment a series is started, it is mandatory to communicate all documents with the same communication: 8. Fill in the remaining fields; 9. Finally, click **Saveand New.** --- ## Validating sales settings It is important to **validate the company sales settings**, since it is from these settings that the system **automatically fills in several fields**, namely, the invoice and memo types, the sales channel and the set price list. To validate the sales settings, follow these steps: 1. Access **Setup | Documents | Sales Settings**; 2. Select the desired company and click **Edit**; 3. Validate the fields filled in automatically; 4. Specify the price list that must be used by default; 5. Insert the budget expiration in order to create a time limit for the customer to accept the budget; 6. Finally, click **Save**. --- ## Setting up retail selling prices It is possible to set up the retail selling prices (PVPs), making it easier to associate to specific items or customers. During the sales process, this feature allows the software to automatically suggest the default values. Once set up, you can associate this price list to customers. To set up retail selling prices, follow these steps: 1. Access **Setup | System | Price Lists**; 2. Select one of the existent PVPs; 3. Click **Edit**; 4. Fill in the fields**Description** and **Currency**; 5. Select the checkbox **Taxes Included** if you wish to specify that the taxes must be included on the sales prices; 6. Finally, click **Save**. --- ## Set up sales channels Managing your business in an omnichannel logic is an important task to **take advantage of all the opportunities** the digital world has to offer. In this sense, you must correctly manage the price lists for different customers, items and sales channels. To set up a sales channel, follow these steps: 1. Access **Setup | Documents | Sales Channels**; 2. Click on the channel you wish to set up (by default, store or online) or in **Create** to add a new channel type; 3. Fill in the title for the new sales channel and the corresponding description, if a new channel has been created; 4. Associate the desired **Current Price List**; 5. If you wish to automatically associate the sales channel to all items with the selected price list, activate the option **Associate to all items**; **Note**: These items are presented on the associated catalog to this sales channel; 6. If you wish, you can add a **Comparative Price List** (for example, before the promotional discount); **Tip**: Using Comparative Price Lists is particularly useful for eCommerce websites (Dott, Shopify, etc.) as a comparison, for example, between the current price and the previous item price, also known as the strikethrough price. 7. Finally, click**Save**. Once configured, you can associate this sales channel to the items created. --- ## Creating customer groups It is possible to segment the customers that share the same purchase conditions using the feature **Customer Groups**. To create customer groups, follow these steps: 1. Access **Setup | Documents | Customer Groups**; 2. Click **Create;** 3. Fill in the fields **Customer Groups** and **Description**; 4. Select the checkbox **Is Default for New Customers,** if you wish to automatically count the new clients in this group; 5. Fill in the fields from the area **Default Values**; 6. Finally, click **Save and New**.