Sales: customers, quotes and sales orders
Routes: /sales/customers, /sales/orders [sales.read, write sales.write]
- Customers: name, e-mail, phone, billing and shipping address, notes, status; Referenced in shows custom records pointing at the customer; module reports and the [F]/[R] buttons.
- Quotes & orders: a document starts as a quote (
QT-…) in draft; send it; confirm turns it into a sales order (SO-…) and reserves stock per line; fulfil when delivered; cancel at any time before fulfilment (reservations released). Lines (item, quantity, unit price, notes) are editable while draft or sent. - Reservations (
GET /sales-orders/reservations): what confirmed orders hold per item. - Confirmed lines are demand for procurement.
| Status | Next |
|---|---|
| draft | sent, confirmed, cancelled |
| sent | confirmed, cancelled |
| confirmed | fulfilled, cancelled |
| fulfilled / cancelled | — |
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