P Palmyra ERP Docs

Sales module

Quotations, sales orders, deliveries, invoicing, returns. Integrates with Inventory (reservation, fulfillment) and Finance (receivables).

Capabilities

  • Customers — Master data with payment terms, credit limit, tax group
  • Quotations — Create, send, convert to order
  • Sales orders — Workflow: Order → Approval → Reservation → Picking → Delivery → Invoicing
  • Deliveries — Create from order, confirm (post stock movement)
  • Invoicing — Create from order/delivery; post to Finance
  • Returns — Return request → Approval → Receipt → Credit note
  • Pricing engine — Price lists (standard, customer, volume, promotional); calculate price
  • Credit management — Credit status, limit; block/warn on breach

Sales order workflow

  1. Order created (from quote or direct)
  2. Approval (manager/credit; configurable)
  3. Stock reserved
  4. Picking
  5. Delivery
  6. Invoice created and sent

Example API

GET  /api/sales/customers
GET  /api/sales/orders
POST /api/sales/orders
POST /api/sales/orders/{id}/advance
POST /api/sales/quotations/{id}/convert-to-order
POST /api/sales/invoices
POST /api/sales/price/calculate