Sales Workflow (Previous Style)

Related Collections

Execution Steps

1. Step 1

   Sale is saved

   When the user creates or edits a sale in admin, the system initializes context flags to identify create or update operation.

2. Step 2

   Sale number is generated

   On create, the system auto-generates a unique sale number in SALE-XXXX format (unique per tenant).

3. Step 3

   Stock is updated immediately after save

   Create: each sold variant stock is reduced by quantity. Update: stock uses delta logic between old and new line items. Result is clamped to zero to avoid negative stock.

4. Step 4

   Customer balance ledger is posted

   Create: invoice event is posted in customerBalance and customer.currentBalance increases by total sale amount.

5. Step 5

   Adjustments are handled on edits

   If sale total changes on update, an invoice_update entry is posted by the difference and customer.currentBalance is adjusted by the same delta.

When Quantity Updates

• Quantity affects stock right after sale save (afterChange hook).
• Stock deduction uses variant-level quantity from saleItems.
• On update, only the net quantity delta is applied.

Important Behavior

• Stock and balance effects happen automatically without manual confirmation.
• Delivery status does not gate stock deduction for sales.
• Editing historical sales can change inventory and customer balances.