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Oro Documentation: Find everything you need to use and develop your OroCommerce, OroCRM, and OroPlatform application
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    • Back to Oro Inc
    • Users
      • Concept GuidesGet contextual references to detailed feature descriptions based on your business use case.
      • Back-OfficeExplore the key features and learn to automate workflows, create reporting and much more.
      • Commerce StorefrontIntroduction to OroCommerce default storefront navigation, interaction, and browsing.
      • GlossaryNavigate OroCommerce terms easily with our comprehensive glossary guide.
      • IntegrationsExplore OroCommerce's pre-built and custom integration options.
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    • Developers
      • Backend Developer GuideComprehensive documentation on installing, customizing, and maintaining Oro applications efficiently.
      • Frontend Developer GuideLearn to efficiently customize Oro apps appearance both on the Storefront and in the Back-office.
      • Oro Bundles & ComponentsExplore Oro Config Component and core bundle implementation for non-standard customizations.
      • Web Services API GuideIntegrate Oro functionality into third-party systems with REST API guide.
      • Community GuideLearn about the best ways to contribute to Oro applications, and engage with the Oro community.
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    • Cloud Administrators
      • ArchitectureUncover OroCloud's architecture with illustrative diagrams for deeper understanding.
      • Environment TypesUnderstand OroCommerce environment types for tailored deployment options and configurations.
      • SecurityDiscover OroCloud network diagram and Oro's comprehensive security protocols.
      • MonitoringEnsure service continuity and proactive resource management with OroCloud monitoring tools.
      • OnboardingStreamline your Oro application deployment with our comprehensive onboarding process guide.
      • VPN ConnectionLearn how to connect OroCloud VPN across different operating systems.
      • MaintenanceExplore the tools to manage maintenance tasks within your OroCloud environment.
      • SupportDiscover Oro's support process for Oro authorized partners and Enterprise customers.
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    • OroCommerce
    • OroHive
    • Documentation >
    • Users >
    • Back-Office >
    • Manage System Settings in the Back-Office >
    • Configure Users, User Groups, Organization, and Business Units in the Back-Office >
    • Configure Organizations in the Back-Office >
    • Configure Organization System Settings >
    • Commerce Configuration Settings per Organization >
    • Sales Configuration Settings per Organization
    • User Documentation
      • Concept Guides
        • Business Models
          • Marketplace
          • B2C Website
          • Multiple Websites
        • Catalog and Promotions
          • Master Catalog Management
          • Inventory and Warehouse Management
          • Product Management
            • Product Kits
          • Price Management
          • Promotion Management
          • Search Functions
        • Content Management
          • Web Catalog
          • Landing Page
          • Content Blocks
          • Content Widgets
          • WYSIWYG Editor
        • Customers and Sales
          • Customer Management
          • RFQ and Quote Management
          • Order Management
        • Administration
          • Localization and Translation
            • Translate Content
            • Translate Product Attribute Options
            • Translate Labels, Options, and Messages
          • Customer Permissions
          • Guest Functions
          • Payment Configuration
          • Shipping Configuration
          • Tax Management
          • Storefront and Back-Office Menu Management
          • Checkout Configuration
          • Consent Management
            • Add a Consent Landing Page to a Web Catalog
            • Localize Consents
            • Reports with Accepted Consents
          • Data Import
      • Back-Office
        • Getting Started
          • Community vs Enterprise Edition
          • Application Authentication
            • Log In/Out
            • Restore Password
            • Troubleshoot Login Issues
          • User Menu
            • My User
              • Add OAuth Applications
            • My Configuration
            • My Emails
            • My Calendar
          • Navigation
            • Navigation Basics
            • Record Tables (Grids)
            • Shortcuts
            • Company Structure and Organization Selector
            • Pinbar
            • User Menu
            • Extended Menu
            • Sidebar Panel
            • Flash Notifications
            • Dialog Windows
          • Information Management
            • Create a Record
            • Manage Records
              • View Records
              • Edit Records
              • Delete Records
            • Import Records
            • Export Records
            • Add Notes
            • How to Create and View Comments
            • Add Attachments
          • E-Commerce Accessibility
        • Dashboard
          • Dashboards
          • Widgets
            • Leads Statistics
            • Opportunity Statistics
            • Average Lifetime Sales
            • Campaign Leads
            • Campaigns by Close Revenue
            • Forecast
            • Leads List
            • Opportunities by Lead Source
            • Opportunities by Status
            • Opportunities List
            • Opportunity Generating Campaigns
            • Purchase Funnel
            • Quick Launchpad
            • Recent Calls
            • Recent Emails
            • Recently Accessed Account
            • Recently Accessed Contacts
            • Today’s Calendar
            • Sales Orders Volume
            • Sales Orders Number
        • Customers
          • Accounts
            • Create an Account
            • Manage Accounts
            • Merge Accounts
            • Import Accounts
            • Export Accounts
          • Contacts
            • Export Contacts
            • Import Contacts
          • Customers
            • Create a Customer
            • Create an Address
            • Export Customers
            • Import Customers
            • Configure Price List per Customer
            • Add All Products Page to Storefront Menus per Customer
            • Customize Storefront Menus per Customer
            • Configure Settings per Customer
              • Configure Product Data Export per Customer
              • Configure Search History Settings per Customer
              • Configure Routing Settings per Customer
          • Customer Groups
            • Configure Price List per Customer Group
            • Add All Products Page to Storefront Menus per Customer Group
            • Customize Storefront Menus per Customer Group
            • Configure Settings per Customer Group
              • Configure Product Data Export per Customer Group
              • Configure Search History Settings per Customer Group
              • Configure Routing Settings per Customer Group
          • Customer Users
            • Export Customer User Details
            • Import Customer User Details
          • Customer User Roles
          • Business Customers
            • Export Business Customers
            • Import Business Customers
          • Customer User Login Attempts
          • Customer User OAuth Applications
        • Sales
          • Leads
            • Create a Lead
            • Manage Leads
            • Qualify a Lead
            • Import Leads
            • Export Leads
          • Opportunities
            • Create an Opportunity
            • Manage Opportunities
            • Import an Opportunity
            • Export an Opportunity
            • Manage Opportunity Workflow
            • Multi-Currency Opportunities
          • Shopping Lists
          • Request for Quote (RFQ)
            • View a Request for Quote Details
            • View Requests for Quote Summary
            • Manage RFQs
            • Use RFQ Workflows
          • Quotes
            • Create a Quote
              • Create a Quote From Scratch
              • Create a Quote on the Customer Request
            • Manage Quotes
            • Send a Guest Quote
            • Use Quotes Workflows
              • Simple Quote Management: Steps and Transitions
              • Quote Management with Approvals: Steps and Transitions
              • Basic Quote Lifecycle Management (When Workflows Are Disabled)
            • Assign a Shipping Method to a Quote
          • Orders
            • Create an Order
            • View Order Details
            • Manage Orders
            • Move an Order Through Its Lifecycle
            • Add a Shipping Tracking Number to the Order
            • View Order Internal Statuses
          • Price Lists
            • Create a Price List
            • Duplicate a Price List
            • Export Prices from the Price List
            • Import Prices Into the Price List
            • Add a Product Price Manually
            • Generate a Product Price Automatically
            • Use Autocomplete
            • Schedule Price Adjustments
            • Manage Prices in Multiple Currencies
          • Payment Terms
          • Sales Territories
          • Seller Registration Requests
          • Price Calculation Details
        • Products
          • Master Catalog
            • Import Master Catalog Categories Information
            • Export Master Catalog Categories Information
          • Products
            • Create a Simple Product
            • Create a Configurable Product
            • Create a Product Kit
            • Manage Product Visibility
            • Manage Product Grids
              • View Product Details
              • Edit a Product
              • Manage Product Pricing
              • Manage Inventory
            • Manage Product Units
            • Import Product Information
            • Export Product Information
          • Product Families
            • Create a New Product Family
            • Manage Product Attributes in Product Families
          • Product Attributes
            • Import Product Attributes
          • Product Brands
          • Price Attributes
        • Marketing
          • Marketing Lists
          • Email Campaigns
            • Send an Email Campaign via Mailchimp
            • Send Email Campaign via Dotdigital
            • Manage Dotdigital Data Fields and Mappings
          • Marketing Campaigns
          • Promotions
            • Promotions
              • Create Promotions
              • Add Conditions to Promotions
              • Add Expressions to Promotions
              • Manage Discounts in Orders
              • Calculate Order Total in Promotions
              • Review the FAQs
            • Coupons
              • Manage Coupons in Orders
              • Create a Sample Coupon
              • Export Coupons
              • Import Coupons
          • Tracking Websites
          • Web Catalogs
            • Create a Web Catalog
            • Edit a Web Catalog Content Tree
              • Set Up the Homepage, First Level Menu, and Sub Menus
              • Configure Content Variants for the Content Node
              • Customize Web Catalog Contents for Localization, Customer, Customer Group, or Website
              • Preview Web Catalog
            • Build a Custom Web Catalog From Scratch (Example)
            • Use Web Catalog Nodes as Root Nodes (Example)
          • Landing Pages
          • Content Templates
          • Content Blocks
          • Customer Login Pages
          • Content Widgets
          • Digital Assets
          • Search
        • Taxes
          • Product Tax Codes
            • Create a Product Tax Code
            • View Product Tax Code Details
            • Link a Tax Code to a Product
          • Customer Tax Codes
            • Create a Customer Tax Code
            • View Customer Tax Code Details
            • Link a Tax Code to a Customer or Customer Group
          • Taxes (Tax Rates)
            • Create a Tax Rate
            • View and Filter Tax Rates
            • Export Tax Rates
            • Import Taxes Rates
          • Tax Rules
            • Create a Tax Rule
            • View and Filter Tax Rules
            • Export Tax Rules
            • Import Tax Rules
          • Tax Jurisdictions
            • Create a Tax Jurisdiction
            • View and Filter Tax Jurisdictions
        • Inventory
          • Warehouses
          • Manage Inventory Levels
          • Export Inventory Levels and Statuses
          • Import Inventory Levels and Statuses
        • Activities
          • Conversations
          • Emails
            • OroConnector Add-on for Google Workspace
            • OroConnector Add-in for Microsoft 365
          • Tasks
            • Create a Task
            • Manage Tasks
          • Calls
          • Contact Requests
          • Cases
          • Calendar Events
            • Add a Calendar Event
            • Manage Calendar Events
        • Reports and Segments
          • Reports
            • Use System Reports
              • Accounts Reports
              • Leads Reports
              • Opportunities Reports
              • Best Selling Products Report
              • Search (Terms) Report
            • Use Custom Reports
            • Reports in Use
          • Segments
          • Filters
        • System
          • Configuration
            • System Configuration
              • General Setup
              • Integrations
              • Websites
            • CRM Configuration
              • Sales Pipeline
            • Commerce Configuration
              • Customer
              • Guests
              • Catalog
              • Design
              • Product
              • Inventory
              • Sales
              • Taxation
              • Payment
              • Search
              • Orders
              • Shipping
              • Marketplace
            • Marketing Configuration
              • General Setup
            • Configuration Quick Search
          • User Management
            • Users
              • Create a User
              • Manage Users
              • Configure User System Settings
            • Roles and Permissions
              • Entity and System Capabilities
              • Configure User Roles
              • Field Level Permissions
              • Configure End-to-End Access in Context
            • User Groups
            • Business Units
            • Organizations
              • Create an Organization
              • Manage Organizations
              • Add All Products Page to Storefront Menus per Organization
              • Customize Menus per Organization
              • Configure Organization System Settings
              • Organization Types
            • Login Attempts
            • OAuth Applications
          • Theme Configuration
          • Contact Reasons
          • Contact Groups
          • Emails
            • Templates
            • Notification Rules
          • Integrations
            • Manage Integrations: Payment Method Integration
              • Check/Money Order Service
              • Payment Terms
              • PayPal Payment Services
              • Apruve Payment Service
              • Authorize.Net Payments Services
              • InfinitePay Payment Service
              • Ingenico Payment Service
              • Stripe
              • Payments at Checkout
            • Manage Integrations: Shipping Method Integration
              • Flat Rate Shipping Integration
              • Fixed Product Shipping Cost Integration
              • UPS Shipping Integration
              • FedEx Shipping Integration
              • DPD Shipping Integration
            • Google Tag Manager Integration
            • Dotdigital Integration
              • Configure Dotdigital Integration
              • Configure Single Sign-on
            • Mailchimp Integration
            • Zendesk Integration
            • LDAP Integration
            • Embedded Forms
            • OpenAPI Specifications
            • AI Integrations
          • Channels
          • Jobs
          • Data Audit
          • Scheduled Tasks
          • Entities
            • Create Entities
            • Manage Entities
            • Create Entity Fields
              • Basic Entity Field Properties
              • Advanced Entity Field Properties
              • Type-Related Entity Field Properties
              • Examples of Creating Custom Entity Fields
            • Manage Entity Fields
          • Tags Management
            • Tags
            • Taxonomies
          • Menus
          • Storefront Menus
            • Change a Storefront Menu
            • Add All Products Page to Storefront Menus Globally
          • System Calendars
          • Shipping Rules
            • Expression Language for Shipping and Payment Rules
          • Payment Rules
          • Workflows
            • System Workflows
              • Checkout Workflow
              • Alternative Checkout Workflow
              • Single Page Checkout Workflow
              • Quote Workflows
              • RFQ Management Flow Workflow
              • RFQ Submission Flow Workflow
              • Task Flow
              • Unqualified Sales Lead Workflow
              • Contact Request Workflow
              • Seller Registration Request Workflow
              • Seller Product Approval Workflow
              • Conversations Workflow
            • Custom Workflows
            • Workflow Steps, Transitions, and Attributes
          • Processes
          • System Information
          • Consent Management
          • Websites
            • Configure Website System Settings
              • System Configuration
              • Commerce Configuration
            • Create a Website
            • Manage a Website
            • Configure Price Lists per Website
            • Add All Products Page to Storefront Menus per Website
            • Customize Storefront Menus per Website
          • Localization
            • Languages
            • Translations
            • Localizations
          • Alerts
      • Commerce Storefront
        • Navigation and UI
          • General Layout
          • Common Controls
        • Register and Log In
          • Create Account
          • Log In
          • Forgot Password
        • My Account
          • My Profile
          • Address Book
          • Users
          • Roles
          • Shopping Lists
            • Shopping Lists for Registered Users
            • Shopping Lists for Guest Users
          • Requests for Quote
            • Create an RFQ
            • Create a Guest RFQ
          • Order History
          • Previously Purchased Products
          • Quotes
          • Saved Search
          • Manage Payment Profiles (Authorize.Net Customer Profiles)
        • Conversations
        • Orders
          • Create an Order
          • Order via Matrix Form
          • Order a Kit
          • Re-Order Products
        • Quotes
          • Accept a Quote
          • Send Guest Quotes
        • Quick Order Form
        • Checkout
          • Multi Page Checkout
          • Single Page Checkout
          • Guest Checkout
          • Promotions at Checkout
        • Cookie Consent Banner
      • Integrations
        • Pre-Built
          • Payment Integrations
            • Stripe
            • Paypal
            • Authorize
            • Apruve
            • CyberSource
            • InfinitePay
            • Ingenico
          • Shipping Integrations
            • DPD
            • UPS
            • Fedex
          • ERP
            • SAP (B1 and ECC)
            • Epicor Prophet
            • Oracle JD Edwards
            • Eclipse
            • MDS
            • Sage X3
          • Marketing
            • HubSpot
            • Mailchimp
            • Dotdigital
            • Google Analytics
          • PIM
            • Akeneo
          • CRM & Marketplace
            • OroCRM
            • OroMarketplace
            • Salesforce
          • Customer Support
            • Twilio
            • Zendesk
          • AI
            • Google Retail
            • AI Content Generation
          • E-Procurement
            • Greenwig Punchout
          • Reporting and Business Intelligence
            • Integration with Google Looker Studio
            • Integration with Microsoft Power BI Dashboard
            • Tableau Integration
          • More
            • GS1
            • Avatax
            • Hawksearch
            • Marello
        • Custom
          • Oro API
          • Import and Export
          • OroIntegrationBundle
      • Glossary
    Version:
    6.0 (latest)
    • 5.0
    • 5.1
    • 6.0 (latest)
    • 6.1 (dev)

    Sales Configuration Settings per Organization 

    • Quick Order Form
    • Shopping List
    • Contacts
    • Checkout
    • Request for Quote
    • Orders History
    • Multi Shipping Options
    • Quotes
    • Promotions

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