Docs/Sales/Sales

Sales

Product version: 1.0.0+1 Last updated: 2026-08-03 Audience: Tenant users with sales:sale:read (create/update for mutations)

A. What is a Sale?

A sale is a document that sells inventory stock items from one stock pool (inventory). It starts as a draft, then you confirm it to issue stock and create a sales invoice.

Numbers look like SALE-202608-0001.

This is not a quote, purchase order, or separate “sales order” document type — the app calls these sales.

B. Viewing sales

  1. Open Sales > Sales (hub tile or /sales/list).
  2. Browse the list (status pills: draft / confirmed / cancelled).
  3. Open a row for detail.

C. Creating a draft sale

Required permission: sales:sale:create

  1. Tap New sale.
  2. Choose the inventory (stock pool) you sell from.
  3. Optionally select a customer.
  4. Set currency and notes if needed.
  5. Add lines using the inventory item picker: - Quantity (must be positive) - Unit price - Discount % (optional) - Tax % (optional)
  6. Save. The sale remains draft until confirmed.

Line totals are computed as: quantity × price, minus discount %, then plus tax %.

D. Editing a draft

Required permission: sales:sale:update

Only draft sales can be edited. Open detail → Edit, change header or lines, save.

E. Confirming a sale

Required permission: sales:sale:update

  1. Open a draft with at least one line.
  2. Tap Confirm.
  3. The system checks available stock for each line, posts inventory issues, marks the sale confirmed, and creates a sales invoice (issued).
  4. When an invoice id is returned, the app navigates to invoice detail.

If stock is insufficient or confirm fails mid-way, the sale should stay draft (stock may be rolled back; rare incomplete rollbacks need inventory help).

F. Cancelling a sale

Required permission: sales:sale:update

Current state Cancel allowed?
Draft Yes → cancelled
Confirmed, invoice issued or paid No — void the invoice first (paid cannot be voided)
Confirmed, invoice void or no invoice Yes if stock reverse succeeds → cancelled
Already cancelled No

G. Status reference

Status Meaning
draft Editable; not yet stocked out
confirmed Stock issued; invoice created
cancelled Terminal

Previous: Customers Next: Invoices

Related: Overview · Stock Items