Sales Plan Templates

Written By Admin FAQ (Super Administrator)

Updated at September 9th, 2024

The Sales Plan Templates menu allows you to create different sales plans (which are then configured in the Template Configuration or Companies menu) and to manage the list of “Not orderable” reasons.

Non-orderable management

When editing a sales plan in the front office, users can indicate whether the product is not orderable, and why it is not orderable via a choice list:

The list of choices is managed by clicking on the button located at the top right of the screen.
Click on it to add, edit or remove choices.

Sales Plan Template

We advise you to contact the support service (with an example of the sales plan you want) in order to edit the sales plans.

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