SALES LIFECYCLE
7 configurable workflow paths — from quotation to cash
Standard path: Quotation → Sales Order → Delivery Note → Invoice. But your business may need shortcuts — direct invoice, quote-to-invoice, SO-to-invoice, or cash sale. All seven paths are built in, governed by TransCategoryMetadata.
Core sales documents
Quotation Price offer to customer. No stock impact. Can convert to SO, DN, or invoice. Professional print templates.
Sales Order Confirmed order. Reserves stock via allocation. Supports backorder, back-to-back PO, and dropship. Links to DN or invoice.
Delivery Note Goods shipped. Stock OUT. Creates GDNII journal entry (Dr GDNII, Cr Inventory). Consumes allocation from SO.
Invoice Revenue recognition. Dr AR, Cr Sales, Dr COGS, Cr GDNII. Can be created from DN, SO, quotation, or directly.
Delivery Return Return BEFORE invoice. Stock IN. Reverses GDNII. Created from delivery note.
Sales Return Return AFTER invoice. Stock IN. Reverses revenue and COGS. Dropship returns skip inventory.
All seven workflow paths
Each path is enforced by TransCategoryMetadata.CanLinkTo — no manual overrides needed:
-
Full path — Quotation → Sales Order → Delivery Note → Invoice
-
No quote — Sales Order → Delivery Note → Invoice
-
Quick sale — Quotation → Delivery Note → Invoice
-
Cash sale — Delivery Note → Invoice (direct delivery)
-
Direct invoice — Invoice only (stock + revenue in one step)
-
Quote to invoice — Quotation → Invoice (skip SO and DN)
-
SO to invoice — Sales Order → Invoice (skip DN, direct billing)
CROSS-MODULE
Back-to-back, dropship, and backorder management
Cross-module procurement integration: sales demand triggers purchase orders, vendor ships directly to customer, and partial fulfillment tracks automatically.
Back-to-back PO Sales order automatically triggers a linked purchase order for fulfillment. GRN can auto-allocate back to the SO.
Dropship Vendor ships directly to customer. No company inventory movement. Transit store. COGS on purchase invoice.
Backorder management Auto-created when SO lines exceed allocation. Statuses: Pending → Linked (PO) → Fulfilled (GRN) → Cancelled.
Stock allocation SO reserves stock; DN consumes. Partial vs full modes. Prevents overselling across POS, e-commerce, and ERP.
Credit/debit notes, payments, and apply
Customer Credit Note Reduces AR. Account-based GL lines. Auto-apply on posting. QR code for e-invoicing.
Customer Debit Note Increases AR. Same GL-line structure. Post triggers journal and auto-apply.
Receipts Customer payment collection. GL posting. Links to invoices via apply.
Apply transactions Auto-apply on posting + manual apply screen. Links payments and credits to specific invoices.
Safe ID generation (UPDLOCK)
Pessimistic locking on conversions
Save-time quantity validation
Atomic status transitions
Source RowVersion enforcement
Edit-mode quantity enforcement
SALES REPORTS
Sales analytics and AR reporting
KPI dashboards, net sales, pipeline, profitability, customer lifetime value, aging, applied/unapplied — plus discount and promotion ROI analytics.
Sales KPI Dashboard
Net Sales Report
Sales Pipeline
Item Profitability
Customer Lifetime Value
Sales Comparison
Sales Details
Customer Balance
Customer Statement
Customer Aging
Applied / Unapplied
Discount Dashboard
Promotion ROI
Print templates and Model C accounting
Professional print templates Configurable layouts per document type — quotations, invoices, delivery notes, returns. HTML/CSS with placeholder system.
Model C (GDNII bridge) Delivery: Dr GDNII, Cr Inventory. Invoice: Dr AR, Cr Sales, Dr COGS, Cr GDNII. Clean separation of stock movement from revenue.
End-to-end: From the moment a customer asks for a price to the final payment receipt — every step is tracked, every journal auto-generated, every stock movement audited, and every conversion protected against concurrency conflicts.