Sales Configuration defines the shared settings used when creating quotes and bookings in Central-Ops.
These settings control how pricing is calculated, how options are presented, and how customers are handled during quoting. While configuration can be updated over time, having a clear structure in place helps ensure quoting is consistent and easy to manage.
Sales Configuration is typically managed by Admins or senior Sales users.
Sales Configuration consists of shared reference data used across all quotes and bookings, including:
These items define the options and rules available during quoting rather than representing individual quotes themselves.
Some configuration items depend on others. For the smoothest setup experience, it is recommended to configure items in the following order: