Permissions & settings
| Setting | What it changes | Where |
|---|---|---|
sales.require_so_approval | Orders need approval before confirming | Settings → ERP features |
sales.delivery_order_required | Blocks invoicing product lines until delivered | Settings → ERP features |
sales.partial_delivery / backorder_so | Whether an order can ship in parts and back-order the rest | Settings → ERP features |
sales.price_lock_on_confirm | Freezes prices at confirmation | Settings → ERP features |
sales.customer_return_rma / credit_note_from_return | Enables returns and the credit note they produce | Settings → ERP features |
sales.commission_tracking / commission_approval_required | Turns commission on; requires approval before payout | Settings → ERP features |
sales.quotation_expiry / require_quotation | Quote expiry; whether an order must come from a quote | Settings → ERP features |
finance.advanced_revenue_recognition | Unlocks on_order, on_shipment, completion, milestone | Settings → ERP features |
finance.tax_inclusive_pricing | Whether entered unit prices already include VAT | Settings → ERP features |
| Pipeline stages | The sales pipeline itself | /sales/settings/pipeline |