Sales settings
Configuring Sales Settings in Naologic
Sales settings in Naologic allow you to manage app-level configurations for individual apps in your workspace, optimizing your sales flow, price list logic, and shipping preferences. In this article, we'll guide you through the process of accessing and configuring sales settings in Naologic to ensure your sales operations run smoothly and efficiently.
Accessing Sales Settings
To access the sales settings for your workspace, follow these steps:
- Locate the top navigation on your Naologic workspace.
- On the right side of the top navigation, click on "Workspace Settings."
- You'll now see the Workspace Settings menu, which includes a section called "Individual App Settings." This section allows you to manage app-level configuration settings for each app in your workspace.
- Locate and click on "Sales Settings" within the Individual App Settings section.
- You should now be inside the Sales Settings, where you can manage technical sales settings for your sales flow.
Configuring Sales Settings
Inside the Sales Settings, you can adjust various options to optimize your sales flow, such as:
- Price List Logic: You can specify whether the price list logic should prioritize the best price for the customer or the best profit margin for your business by default. Adjust this setting based on your business goals and strategies.
- Shipping Preference: You can choose whether your shipping preference is to obtain the shipping price or to optimize the shipping cost for the customer. This setting can help you manage shipping costs and provide the most cost-effective shipping options for your customers.
To make changes to your sales settings, simply adjust the options as needed, and be sure to save your changes once complete.
Effectively configuring sales settings in Naologic is crucial for optimizing your sales flow and ensuring a smooth sales process. By accessing and adjusting your sales settings, you can tailor your sales operations to better align with your business goals and improve overall sales performance. Use this guide to configure your sales settings in Naologic and enhance your sales strategy.