ProductSales
Orders
User guide for Orders in the Numezis company portal.
Overview
Sales orders confirm delivery before invoicing; stock moves integrate when inventory is enabled.
Where in the app
- Sales → Orders —
/c/companies/:companyId/sales/orders
Step-by-step
- Open Sales → Orders. (Expected: order list with status filters.) (UAT-C-SALES-ORD-001)
- Create an order from a quote or directly. (Expected: lines copied from quote when applicable.) (UAT-C-SALES-ORD-001)
- Confirm delivery or partial delivery. (Expected: delivered qty updated; stock move when inventory enabled.) (UAT-C-SALES-ORD-001)
- Generate invoice from the order when ready. (Expected: invoice draft linked to order.) (UAT-C-SALES-ORD-001)
- If validation fails, fix blocking fields shown inline before retrying. (UAT-C-SALES-ORD-001)
Permissions and modules
Sales module (sales.orders); create/confirm permissions via company groups.
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
sales.orders | Sales Orders Management | orders | optional | Sales Orders Management | medium | UAT-C-SALES-ORD-001 |