> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sale type

> Add sale type

This task is done in Settings and maintenance and you must be an administrator.

The **Sale type** field in the Sale screen categorizes sales and defines their workflows. These types are predefined in the **Sale - Type, Stages, Quote** list, which you can manage in **Settings and maintenance** under **Lists**.

Each sale must have a type, and these types can be linked to specific [stages][1] and, optionally, to [sales guides][4]. Sales guides streamline the process by guiding sales staff through predefined stages, follow-ups, and documents.

## Add a sale type

1. Select <i class="ph ph-list-bullets" aria-hidden="true" /> **Lists** in the Navigator.

2. Select **Sale - Type, Stages, Quote** from the dropdown menu. The **Items** tab displays all existing sale types.

3. Click **Add** to open the **Edit list item** dialog.

   ![Edit list item dialog showing fields for sale type configuration -screenshot][img1]

4. Enter a name for the sale type in the **Name** field. *(Mandatory)*

   This name will appear in the **Sale type** field on the Sale card.

5. Select the required category for the sale type from the **Sale type category** list.

   <Tip>
     You can create new options in the **Sale - Category (for sale type)** list.
   </Tip>

6. Specify the typical sales duration in the **Estimated time for this sale process** field (number of weeks, days or months).

   This determines the default end date when creating a sale.

7. In the **Stages** tab, select the required stages in the **Stages used for this sale type** list.

   <Note>
     To link the sale type to a sales guide, select at least two stages.
   </Note>

8. (Optional) Check **This sale type is linked to a guide** to link the sale type to a [sales guide][4].

9. (Optional) Check **Suggest moving the sale into next stage automatically** to prompt users to move to the next stage when all activities for the current stage are completed.

10. (Optional) Check **This sale type has stakeholders** to allow linking of [stakeholders][5] to sales of this type. *(requires a **Sales Premium** license or the **Growth** plan)*

11. Add a description of the sale type in the **Description** field, if needed.

12. For quote management, configure the fields in the **Quote attachments**, **Quote defaults**, and **Quote approval** tabs as described in [Quote fields explained](#quote-fields) below. *(requires a **Sales Premium** license or the **Growth** plan)*. These settings allow you to tailor quotes to match your organization's specific needs and processes.

13. Click **Save** to apply your changes or **Cancel** to discard them.

14. In the **Stages used for this sale type** list, check off the stages you want to include for the sale type. This step is optional, but to link the sale type to a sales guide, you should check at least two stages.

<h2 id="quote-fields">
  Quote fields explained
</h2>

A quote belongs to a sale, and all sales have a sale type. In each sale type, you can define many of the properties of a quote, such as attachments, settings for approval, use of alternatives and templates.

<Tabs>
  <Tab title="Quote attachment tab">
    In the **Quote attachments** tab, you can add documents to be sent to the customer along with a quote, such as product specifications or brochures.

    <Note>
      The documents must first be added as document templates in SuperOffice.
    </Note>

    ### Add quote attachments

    1. Click **Add**.
    2. In the **Find** dialog, [search for the documents you want to add][7].
    3. Select one or more documents and click **OK**. The documents are displayed in the **Quote attachments** tab.
    4. Select the documents you want to include in the **Include** column.

    When creating a quote with this sale type, the selected documents are attached to the quote. However, they will not appear in the **Activities** section tab for the sale.
  </Tab>

  <Tab title="Quote defaults tab">
    In the **Quote defaults** tab, configure the following:

    * **Allow alternatives to be added to quote:** Check to allow multiple alternatives in a single quote.
    * **Default days a quote is valid:** Set the number of days a quote remains valid. This value can be adjusted when the quote is sent.
    * **Quote format template:** Select the template to use for the quote.
    * **Order confirmation template:** Select the template to use for order confirmations.
  </Tab>

  <Tab title="Quote approval tab">
    In the **Quote approval** tab, specify if approval is required for quotes under certain conditions:

    * **No approval required:** No limits. The quote does not require approval.
    * **Total discount is over limit:** Enter a percentage threshold for discounts requiring approval.
    * **Total earnings are below limit:** Enter a percentage threshold for earnings requiring approval.
  </Tab>
</Tabs>

## Edit or delete a sale type

1. Follow steps 1-2 in **Add a sale type** to access the **Sale - Type, Stages, Quote** list.

2. To edit:
   * Double-click the required sale type to open the **Edit list item** dialog.
   * Update the fields as needed and click **Save**.

3. To delete:

   * Select the sale type in the list and click **Delete**.

   <Warning>
     Deleting a sale type also removes its link to stages and sales guides. Ensure it is not in active use before proceeding.
   </Warning>

<h2 id="restore">
  Restore a deleted sale type
</h2>

If a sale type has been deleted, you can restore it from the **Sale - Type, Stages, Quote** list. However, restoring does not automatically reestablish any links between the restored item and related sale stages or guides. You must recreate these connections manually if needed.

1. Go to the **Sale - Type, Stages, Quote** list.

2. Check **Show deleted items and headings** in the footer. Deleted items appear strike-through in the **Items** tab.

3. Double-click the deleted item you want to restore. The **Edit list item** dialog opens.

4. Click **Restore**.

5. Update any necessary fields and click **Save**. The item is now active and will appear in the **Items** tab.

[1]: ./sale-stage

[4]: ../learn/sales-guides

[5]: ../learn/stakeholders/index

[7]: ../../search-options/learn/search-criteria

[img1]: /media/loc/en/sale/edit-sale-type.png


## Related topics

- [Add a sale stage](/en/sale/admin/sale-stage.md)
- [Create a sales guide](/en/sale/admin/create-sales-guide.md)
- [Edit a sales guide](/en/sale/admin/edit-sales-guide.md)
- [Quote templates](/en/document/templates/learn/quote-templates.md)