Sales orders

Sales at /sales is the customer stock fulfillment area. The dashboard summarizes open orders, draft orders, pending deliveries, customer returns, and recent sales orders. Use /sales/sales-orders for the complete order list.

#Access and permissions

Sales uses the Inventory entitlement. Users with read access can inspect permitted records. Creating, editing, confirming, cancelling, creating deliveries, and generating invoices require SUPER_ADMIN or MANAGER.

#Create a sales order

1. Open /sales/sales-orders/new.
2. Choose the customer and source warehouse.
3. Enter the order date, expected delivery date, currency, and notes.
4. Add product variant lines with quantity, price, and tax.
5. Choose a delivery method where applicable.
6. Save the Draft.

A customer and warehouse must already exist. An inventory product needs a sellable variant before it can be added.

#Confirm the order

Open /sales/sales-orders/[id] and select Confirm. Confirmation reserves available stock for the order. The order lifecycle is Draft, Confirmed, Partially Delivered, Delivered, and Cancelled.

If stock is insufficient and overselling is disabled, confirmation is rejected. Receive, transfer, or adjust the required stock, then try again.

Cancelling an open order releases its outstanding reservations. A delivered order retains its fulfillment history.

#Deliver and invoice

Create a delivery from the order. Confirming the delivery posts outbound stock and updates delivered quantities. Generate an invoice from the order only for delivered quantity not already invoiced. The server tracks invoiced quantity so the same delivered units cannot be billed twice.

The order detail tabs show Overview, Deliveries, Customer Returns, Invoice, and Payments where the related modules are enabled.

#Duplicate

Duplicate creates a new Draft using the source order data. It does not reuse the original order number, delivery state, reservations, or invoices. Review current price, tax, availability, and expected date before confirming the duplicate.

#Common problems