Sales

Requires the Sales module. If you do not see Sales in the navigation, the module is switched off for your company.

A sales order sells sellable items from stock. Rentable units cannot go on a sales order — those are booked through Rentals instead.

Creating a sales order

Pick a customer, then add line items. Each line is a quantity × unit price, so selling twelve cutting discs is one line, not twelve. The order total is the sum of its lines.

Order statuses

Two quick actions cover the normal path: confirm a draft, and mark a confirmed order as fulfilled.

How stock moves

This is the part worth understanding properly, because it is where the numbers on the Inventory screen come from.

Stock is decremented when an order moves into Confirmed or Fulfilled — not when the draft is created. A draft order therefore has no effect on your stock on hand, which means you can build a quote without disturbing anyone else's availability.

If a confirmed or fulfilled order is later cancelled, the stock is restored.

The practical consequence: leave an order as a draft while it is still a conversation, and confirm it once the customer has committed. Confirming early makes your stock figures pessimistic; confirming late makes them optimistic, and someone else may sell the same items out from under you.

Reordering

The Purchase Report lists every sellable item that has fallen below its minimum stock level, with a suggested reorder quantity. It only works for items that actually have a minimum set — see Inventory and Categories.

Payments

A sales order can have payments attached like any other record. They live in the same ledger as rentals and repairs — see Payments. If you take cash and have the cash register open, the payment is counted against the current session automatically.