Sale and Sale Payment Workflow
Combined sales and payments workflow with full operational and system behavior details.
For: Sales users, cashiers, and store supervisors.
Documentation Portal
ERP Workflow Documentation
This portal explains what happens when users create sales, collect payments, post purchases, and update inventory. Each page maps to the current implementation hooks.
Sales Workflow (Previous Style)
Previous detailed sales-only workflow, focused on lifecycle events and system side effects.
For: Sales team, store supervisors, and finance operators.
Sale Payments Workflow
How payment entries update sale status and customer balance, including reversals.
For: Cashiers, accountants, and reconciliation staff.
Purchases Workflow
How purchases move from draft to delivered, how supplier balances change, and when stock updates happen.
For: Procurement, warehouse, and finance teams.
Inventory Movement Rules
Single reference for when stock increases, decreases, or does not change.
For: Warehouse managers and users troubleshooting quantity mismatch.
Customer Ledger and Balance
How invoices and payments impact customer balance and ledger events.
For: Accounts receivable and customer service teams.
Supplier Ledger and Payables
How supplier opening balances, purchases, and supplier payments affect payables and ledger history.
For: Accounts payable and procurement controllers.