---
title: "Manage document types and work flows"
description: "Visma Net provides predefined order types, such as quote, sales order, credit note, invoice order, and return for credit, for common order processing operations."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/sales/manage-document-types-and-work-flows/index.md
lastmod: 2026-02-19
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/sales/manage-document-types-and-work-flows/llms.txt


# Manage document types and work flows

Last modified February 19, 2026

> Visma Net provides predefined order types, such as quote, sales order, credit note, invoice order, and return for credit, for common order processing operations.


To modify workflows for sales orders, you can use the [Sales orders preferences (SO101000)](https://docs.vismasoftware.no/visma-net-erp/help/sales/sales-windows/sales-order-preferences-so101000/index.md) window. You can create more order types by modifying order type settings or templates if the **Custom order types** functionality is enabled in the [Enable/disable functionalities (CS100000)](https://docs.vismasoftware.no/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/index.md) window.

These topics provide descriptions of all applicable options.


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[View this page](https://docs.vismasoftware.no/visma-net-erp/help/sales/manage-document-types-and-work-flows/)


## In this section


- [About predefined types of sales orders](https://docs.vismasoftware.no/visma-net-erp/help/sales/manage-document-types-and-work-flows/about-predefined-types-of-sales-orders/index.md): A sales order is an internal document that you use to record a customer’s purchase order.

- [About custom order types](https://docs.vismasoftware.no/visma-net-erp/help/sales/manage-document-types-and-work-flows/about-custom-order-types/index.md): Visma Net provides predefined order types, such as quote, sales order, credit note, invoice order, and return for credit, for common order processing…

- [About credit checks in the Sales workspace](https://docs.vismasoftware.no/visma-net-erp/help/sales/manage-document-types-and-work-flows/about-credit-checks-in-the-sales-workspace/index.md): This topic describes the credit check settings for sales orders and invoices in the Inventory workspace.

- [About invoices in the sales workspace](https://docs.vismasoftware.no/visma-net-erp/help/sales/manage-document-types-and-work-flows/about-invoices-in-the-sales-workspace/index.md): Invoices of different types that you can view and edit by using the Customer invoices (SO303000) window are actually customer ledger documents that originate in…

- [About payment reservation for sales orders](https://docs.vismasoftware.no/visma-net-erp/help/sales/manage-document-types-and-work-flows/about-payment-reservation-for-sales-orders/index.md): Many businesses perform sales on credit: A customer order is paid after the order has been shipped and an invoice for the shipped goods and services has been…

- [Display profit and margin totals](https://docs.vismasoftware.no/visma-net-erp/help/sales/manage-document-types-and-work-flows/display-profit-and-margin-totals/index.md): You can display or hide the unit cost and profit and margin totals in the Sales orders (SO301000) and Sales orders (SO30100S) windows.

- [Change customer location on customer invoice](https://docs.vismasoftware.no/visma-net-erp/help/sales/manage-document-types-and-work-flows/change-customer-location-on-customer-invoice/index.md): In Visma Net, you can change the customer location on a customer invoice, even when it already has lines.