Sales

Access

• Route: /sales
• Permission: sale.view (create/update/delete/force for actions)
• Offline: list, view, create, and edit supported (pending sync)
• Phone: create/edit redirect to the list (except offline/tablet pending flows as implemented)

You can

• List sales (ID, sync/draft, customer, amounts, status)
• Create sale with sale.create
• Create credit online via /sales/credit; apply credit on unpaid/paid sales with create+update
• Duplicate with sale.create
• Edit when status is created/unpaid/unapproved and delivery is still hold/open — otherwise needs sale.force after delivery has progressed
• Approve, download invoice/delivery note, send invoice/delivery note with sale.update
• Delete with sale.delete
• Offline: queue pending sales (“Draft – not synced”) that sync when back online
• Credit notes can return stock to inventory and respect customer credit limits

You cannot

• Edit credit document types, or sales outside editable statuses (e.g. paid/cancelled), regardless of permission
• Edit after delivery leaves hold/open without sale.force
• Create credits offline (credit option hidden offline)
• Use most send/download/delete actions offline on already-synced sales
• Record payments via a dedicated in-app payment UI (sale.payment is not wired in the UI today)
• Exceed a customer credit limit when creating a credit note

How to

Find a sale

1. Open Sales in the sidebar.
2. Click a row (or row menu → View) to open it.

Create a sale

1. Click Create sale.
2. Pick a Customer — their shipping/billing address, balance, and overdue count appear once selected.
3. Set Invoice date, Delivery date, PO number, and Assigned to; add a customer-facing Message or internal Notes.
4. If a matching quote exists for the customer, pick it under Quotes (auto-applies if the quote is marked auto-apply).
5. Search and add products, then adjust each line's quantity, unit type (unit/box), discount (click the %/$ toggle to switch types), and price.
6. Click Create.

Create a credit

1. From Sales, open the Create sale split button and choose Create credit (hidden while offline).
2. Pick the Customer, then add only the products being returned/refunded and adjust their quantities down to what's kept.
3. Toggle Return back to inventory? if the returned stock should go back into inventory.
4. Click Create.

Apply a credit to an existing sale

1. Open a sale with status Unpaid or Paid that isn't already credited, and click Apply credit (needs sale.create; not shown offline or for credit documents).
2. In the product list, keep the lines to credit, lower their quantity to the amount being returned, and remove any lines the customer is keeping — the credit total is calculated only from what's left in the list.
3. Toggle Return back to inventory? if needed, then click Apply.

Duplicate a sale

1. From the sale's row menu, choose Duplicate (needs sale.create).
2. Everything is pre-filled from the original — change the customer, dates, or products as needed.
3. Click Duplicate to save it as a new sale.

Edit a sale (including after delivery has started)

1. Open the sale and click Edit, or use the row menu → Edit (needs sale.update).
2. Editing is offered while status is Created, Unpaid, or Unapproved, the document isn't a credit, and delivery is still Hold/Open. Once delivery has moved past Hold/Open, editing is only available to users with the sale.force permission.
3. Update the fields/products and click Update. If the sale is no longer in Created status, confirm the change in the warning dialog before it saves.

Approve a sale

1. Open a sale with status Unapproved and click Approve (needs sale.update; unavailable offline).

Download invoice / delivery note

1. From the sale view, click Download to get the invoice PDF (or Download credit if a credit note exists for it).
2. From the Sales list, use a row's menu, or select rows and use the bulk actions bar, to Download invoice or Download delivery note.

Send invoice / delivery note

1. From the sale view, click Send to customer to email the invoice (needs sale.update).
2. From the Sales list, use a row's menu, or select rows and use the bulk actions bar, to Send invoice or Send delivery note — pick recipients/CC in the dialog that opens.

Delete a sale

1. From the sale view, or the list's row menu/bulk actions bar, click Delete (needs sale.delete) and confirm.

Export

1. Click Export on the list to download the current rows as sales.xls.

Offline pending sales

1. While offline, creating or editing a sale saves it to the device instead of the server; it shows in the list tagged Draft - not synced.
2. Pending drafts only offer View/Edit from the row menu — send, download, and delete stay unavailable until the draft syncs.
3. Once you're back online, drafts sync automatically in the background; the list refreshes and the draft tag clears once syncing completes.

Credit limits

1. If credit limits are enabled for a customer, the credit screen shows a Used / Draft / New / Left / Limit bar that updates as you add products.
2. Going over the customer's remaining limit blocks creation until the credit note total is reduced.