Sales#

The Sales module covers everything from setting up a customer to shipping goods and handling returns. The flow follows a familiar pattern: a customer sends you a PO, you book a sales order, you manufacture or procure, you deliver, and occasionally you take a return.

What's in this module#

• Customers — customer master records with GSTINs, addresses, and contacts
• Sales Orders — the commercial document against the customer's PO
• Sales Delivery Notes — dispatch of goods (SDN / challan)
• Sales Returns — material returning from the customer
• Sales Dashboard — module landing and quick filters

Typical flow#

Customer (master)
   │
   ▼
Sales Order  →  Sales Delivery Note(s)  →  Sales Return(s)
      (approval)        (dispatch)                (if needed)

1. Create or pick the Customer (once — reused across all orders)
2. Create a Sales Order against their PO
3. Submit and approve the SO
4. As material ships, create Sales Delivery Notes that reference the SO
5. If the customer returns anything, create a Sales Return against the SO line

Who uses what#

Permissions for each action live under the SALES.* permission codes — see Approval workflow for the full matrix.

Related concepts#

Before you dive in, a quick scan of these will save confusion:

• Lifecycle vs fulfillment status — every SO has two statuses (approval + delivery) that are independent
• Approval workflow — how Draft → Pending → Approved flows on customers and SOs
• Document numbering — where SO/2026-27/00042 style codes come from
• Tax determination — how GST is computed per line on a SO

Also see#

• Master data — Customers (available as Customers in this module — also reachable from the top-level sidebar)
• Purchase module — the mirror flow for procurement