Sales · connected fictional workspace

Sales

Estimates, orders, delivery, invoices, returns, credit, payment, and correction.

Coverage environment · Sales is enabled by a server-shaped access snapshot (permission version 6, assurance AAL2). The production API independently rejects missing, cross-domain, and out-of-scope access; this fictional preview creates no credential.

Detailed sales · preserved lifecycle

Build, fulfil, invoice and correct without rewriting history

Source authority

QUO-00218 · Orchid Workspace

10 Atlas lamps · contract price v7 · GST profile v4 · salesperson Arjun Rao

Partial conversion4 / 10 units6 units remain on the immutable source lineage

Estimate / quote: no ledger postingOrder: reservation evidence onlyChallan: fulfilment movementInvoice: revenue, tax, COGS, payment and loyalty intents

Active workspace: quotation. Configuration snapshots, approvals, converted quantity and source links travel forward; final evidence never becomes an editable draft again.

Document lifecycle

Sales that say exactly what they posted

DocumentCustomerTypeValueState

INV-00412Walk-in customerInvoice₹6,000Preview ready

SO-00941Orchid WorkspaceSales order₹48,920Part reserved

EST-00218Meera ShahEstimate₹12,480No posting

CRN-00048Nila StoresCredit note₹2,140Approved

Conversion

Estimate → order → challan → invoice

The product configuration and source history carry forward. An estimate does not claim revenue, tax, COGS, or stock consumption.

Reservation optional

Correction

Final means preserved

INV-00412 can be reprinted, returned, credited, or corrected through an authorised source-linked workflow. Delete is unavailable.

No correction started

Payments

Manual V1 collection

CashCard referenceUPI referenceBank / chequeCreditAdvanceSplit / part

Online customer payment gateway excluded from V1.

Return & exchange

Classify before stock moves

Returned stock destination

2 of 5 sold units · original net + frozen tax · refund ₹2,400

Good → sellable

Credit decision

Exposure is one number

Approved limit: ₹50,000
Outstanding + pending: ₹27,000
Offline pending: ₹5,000
Available now: ₹18,000

Policy v7 · within branch scope

Print evidence

Payload stays preserved

Template v3 · payload hash B7…91 · customer copy

1 print event(s); no stock, tax, payment or accounting repost.