Sales — Overview¶
The Sales module manages the entire commercial cycle, from creating a quote to invoicing and returns.
Complete Workflow¶
graph LR
A[Quote] -->|Convert| B[Sales Order]
B -->|Validate| C[Delivery Note]
C -->|Picking| D[Prepared DN]
D -->|Invoice| E[Invoice]
C -->|Return| F[Return Note]
F -->|Convert| G[Credit Note]| Step | Document | Code | Description |
|---|---|---|---|
| 1 | Quote | cmd_quot |
Commercial proposal |
| 2 | Sales Order (SO) | cmd_bc |
Confirmed order, reserves stock |
| 3 | Delivery Note (DN) | cmd_bl |
Preparation and shipping |
| 4 | Invoice | cmd_inv |
Billing document |
| 5 | Return Note | cmd_br |
Customer return handling |
| 6 | Credit Note | cmd_av |
Credit memo |
Statuses¶
| Status | Meaning | Possible Actions |
|---|---|---|
| 0 - Draft | Being created | Edit, delete, validate |
| 1 - Validated | Confirmed | Convert to next document |
| 2 - Converted | Transformed | View only |
| 3 - Cancelled | Deleted | View only |
Key Concepts¶
Discounts¶
- Global discount (
promo): applies to entire document - Per-line discount (
det_promo): applies to specific product
Backorder¶
When ordered quantity exceeds available stock, excess creates a second DN in waiting status.
Document Splitting¶
DNs can be auto-split by: Temperature (ambient/cold), Customs type, Controlled substances.