# Module settings

The Sales, Purchases and Items screens, the tab each document type owns, and the one of them already written up in full.

Three of the four screens under **Modules** configure the documents Inventory buys and sells with, one tab per document type. The fourth, **Inventory**, is stock behaviour and has a page of its own.

Go to **Settings** and look under **Modules**: **Sales**, **Purchases**, **Items** and **Inventory**.

## What a module tab holds

Most tabs carry two things, and some carry only the second.

- **General**: Switches and defaults for that document type, such as the contact type a new customer starts as.
- **Field Customisation**: Custom fields added to that document's form. Several tabs are field customisation and nothing else.

![The Customers tab of Sales settings in Inventory Settings, headed Customer Settings above the line Configure behavior and custom fields for customers. Tabs above read Customers, Sales Orders, Invoices, Customer Payments, Credit Notes and Returns. A General and Field Customisation switcher sits below with General selected. A GENERAL section holds Default customer type with Business selected and Individual beside it, and a switch reading Allow duplicate customer/vendor names.](https://www.sorviai.com/help/inventory/settings/module-settings-customers.png)

*Every module tab takes this shape: a General half of switches and defaults, and a Field Customisation half.*

## Sales

Six tabs: **Customers**, **Sales Orders**, **Invoices**, **Customer Payments**, **Credit Notes** and **Returns**. Quotes are not among them: quoting belongs to the finance side of the workspace, and Inventory does not mount it.

The Customers tab carries the two settings worth knowing about.

*The General half of the Customers tab*

## Purchases

**Vendors**, **Expenses**, **Purchase Orders**, **Purchase Receives**, **Bills**, **Vendor Payments** and **Vendor Credits**. Purchase Orders is the tab with real settings on it; the rest are custom fields.

> **Note:**
>
> **Purchase Receives is where the stock decision shows up**
>
> Whether receiving goods moves stock at all is the Stock Update Trigger, on the Inventory screen, not a setting on this tab.
## Items

Two tabs, and they are not the same kind of thing.

- [Item Preferences](https://www.sorviai.com/inventory/help-docs/items/item-preferences): The Items tab in full: what a new item starts out as, the units everything is measured in, and the barcode field.

**Units of Measure** is the second tab, and it is a list rather than a form: the units a quantity can be counted in, each with a name and an abbreviation.

![The Units of Measure tab of Items settings in Inventory Settings, listing the units a quantity can be counted in, each with its name and short abbreviation, alongside a button for adding another unit.](https://www.sorviai.com/help/inventory/settings/items-units.png)

*A unit added here becomes selectable on every item; the default unit for new items is set on the Items tab.*

> **Tip:**
>
> **Add the unit before the item that needs it**
>
> A unit is picked on the item, so one you have not created cannot be chosen. Adding them in a single pass at setup saves interrupting yourself later.

## Inventory

Eight tabs, and the only screen on this rail that decides how stock itself behaves: the axes a variant can vary by, your warehouses, and the trigger that says when a purchase becomes stock. It is long enough to have a page of its own.

- [Inventory settings](https://www.sorviai.com/inventory/help-docs/settings/inventory): Variant options, warehouses, the stock-update trigger, and the five custom-field tabs.