ProductSales
Sales — overview
How Numezis handles the full sales cycle from quote to paid invoice.
Overview
Sales covers quotes, orders, invoices, credit notes, and country-specific payment artifacts for receivables.
Where in the app
- Sales (sidebar) —
/c/companies/:companyId/sales/invoices
Step-by-step
- Enable Sales at tenant then company level. (Expected: sidebar shows Quotes, Orders, Invoices.) (UAT-C-SALES-CFG-001)
- Configure tax, sequences, and payment settings. (Expected:
sales.configurationsaves without validation errors.) (UAT-C-SALES-CFG-001) - Run a quote→order→invoice path for a test customer. (Expected: lines propagate; statuses follow lifecycle.) (UAT-C-SALES-INV-001)
- Open Sales → Reporting for pipeline and invoice KPIs. (Expected: figures match posted documents.) (UAT-C-SALES-RPT-001)
- Verify the order-to-cash path with quote, order, invoice, and payment evidence. (Expected: each document keeps its source link.) (UAT-C-SALES-O2C-001)
- If a module is disabled at tenant level, company toggle stays off. (UAT-C-SALES-RPT-001)
Permissions and modules
Sales module family; sales.configuration, sales.reporting permissions.
Country and compliance
Tax and invoice payment fields use the active country pack.