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Sales Module

Order-to-Cash — From Sales Order to Posted Invoice

Confirm orders with stock reservation, post sale invoices with GL and COGS, and collect multi-mode payments — connected to Inventory, Accounting, POS, and CRM.

Sales Orders Stock Reserved Posted Invoices
SO #SO-2026-0887 ● Confirmed
Order
Sales order confirmed — 12 lines
Customer: Acme Trading · Warehouse: Main
Reserve
Stock reserved per line
48 units reserved · 12 available for fulfillment
Invoice
Sale invoice posted on save
Revenue · AR · COGS · Inventory journals
Payment
Cash + bank split payment
Customer advance applied: $500
48 units reserved on confirm

What Is Sales Software in ERP?

Sales software manages order-to-cash — creating sales orders, reserving stock when orders confirm, generating posted sale invoices with revenue and COGS, collecting payments, and processing returns. Biznsbook Sales keeps warehouse operations and finance aligned so you never sell what you cannot fulfill or fail to recognize revenue.

  • ✓Order → confirm → invoice — Reserve stock on confirm, then create draft invoices for remaining quantities.
  • ✓Posted on save — Revenue, AR/cash, COGS, and inventory journals when the invoice is saved.
  • ✓Document flow — Sales order → Invoice → Payment timeline on sale invoice details.

Everything You Need for Order-to-Cash

Sales orders, invoices, payments, returns, pricing, and cross-module integration — verified against the Biznsbook application.

Sales Orders & Stock Reservation

Draft orders with customer, warehouse, and lines. Confirm to reserve stock per line with fulfillment tracking.

  • ✓ Confirm on save option
  • ✓ Ordered / reserved / fulfilled qty
  • ✓ Live available stock API
  • ✓ Create invoice from SO

Posted Sale Invoices with GL/COGS

Sale bills post on save — immediate revenue, AR, COGS, and inventory impact through accounting posting.

  • ✓ Draft, posted, cancelled
  • ✓ OEM / cross-ref line search
  • ✓ Invoice-level discount
  • ✓ Multi-currency support

Multi-Payment & Customer Advances

Cash, cheque, and bank payment rows on one invoice. Apply open customer advance receipts to reduce balance.

  • ✓ Split payment modes
  • ✓ Credit sale balance
  • ✓ Advance application
  • ✓ Party ledger impact

Sale Returns & Delivery Notes

Partial returns against posted invoices with stock restoration and COGS reversal. Delivery notes with tax point date.

  • ✓ Max returnable validation
  • ✓ Output tax reversal
  • ✓ Refund account selection
  • ✓ Print / PDF returns

Price Lists & Promotions API

Customer groups, price lists, and promotions drive resolved unit prices on invoice lines via live pricing API.

  • ✓ /api/pricing/resolve
  • ✓ Customer group pricing
  • ✓ Promotion rules
  • ✓ Price list comparison report

POS & CRM Integration

POS retail sales share the SaleBill model for unified reporting. Customers from party master. Email invoice via Communication Center.

  • ✓ Shared POS sale data
  • ✓ CRM party master
  • ✓ Print, PDF, email
  • ✓ Product sale ledger

How Does Biznsbook Sales Work?

Four steps from customer order to collected payment — with stock and ledger updated at each stage.

1

Create Sales Order

Draft an order with customer, warehouse, promised delivery, and line items. Live stock availability guides entry.

2

Confirm & Reserve Stock

Confirm the order to reserve inventory per line. Track ordered, reserved, and fulfilled quantities on SO details.

3

Invoice & Post to GL

Create sale invoice from the order. On save, revenue, AR, COGS, and stock journals post automatically.

4

Collect Payment or Return

Record multi-mode payments or apply customer advances. Process returns with stock and financial reversal when needed.

Sales Is Part of Your Biznsbook ERP Subscription

Order-to-cash with Inventory, Accounting, POS, and CRM — one platform, one data model.

Sales Software — Frequently Asked Questions

Quick answers about sales orders, stock reservation, invoicing, payments, and returns.

Sales software manages order-to-cash — sales orders, stock reservation, posted invoices with revenue and COGS, payments, and returns. Biznsbook keeps warehouse operations and finance aligned in one flow.

Confirming a sales order reserves stock per line. Reserved quantities are tracked alongside ordered and fulfilled amounts, keeping available stock accurate until goods ship and invoice.

Yes — sale invoices post on save. Revenue, AR or cash, COGS, and inventory journals are created immediately. No separate post step is required on create.

Yes. Multi-payment rows support cash, cheque, and bank on one invoice. Customer advances from open receipts can be applied. Credit sales leave a balance on the party ledger.

Returns are against posted invoices only, with partial line support and max-returnable validation. Stock is restored, COGS and output tax are reversed, and refund account selection is supported.

Yes. POS uses the same SaleBill model for unified reporting. Customers come from the party master shared with CRM. Price lists and promotions resolve via the live pricing API. View pricing →

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