Sales Permissions and Troubleshooting
If a menu is missing or an action is blocked, it's almost always one of two things: the module isn't enabled, or the user's role doesn't have the right permission. Your administrator manages both under Settings → Users & roles.
Permissions, in plain language
| Permission | What it unlocks |
|---|---|
| View sales | Lists, details, print, PDF |
| Create sales | New invoice, sale return, sales order; create invoice from order; link delivery notes and invoices on an order |
| Edit sales | Edit invoice; confirm/submit sales order; email order; upload or delete order attachments |
| Delete/cancel sales | Cancel invoice; cancel sales order |
| View sales reports | Product sale ledger |
| Approve sales orders | Approve submitted orders, single- or multi-stage |
| Manage goods receipt | Delivery notes and Fast Dispatch (an Inventory permission) |
Reports
With View sales reports:
| Report | Shows |
|---|---|
| Product sale ledger | Sales by product and date range |
| Purchase vs. sale analysis | Yearly/monthly trend, when Purchase is also licensed |
Accounting margin and COGS reports also draw on sale data once Sales and Inventory are active.
Frequently asked questions
Confirm failed — insufficient stock. Check the warehouse on each line and available quantity — existing reservations reduce what's shown as available — and confirm Inventory is licensed.
Confirm failed — planning blocked. Review the line planning hints and the header credit alert. Stock, credit limit, or price floor may be configured as hard blocks under Workflow → Planning rules.
Submit or Approve button is missing. Either no approval workflow is configured (use Confirm instead), the order isn't in the right status, or you lack Approve sales orders access for the current stage.
Match score is low on the order. Delivered or invoiced quantities don't match the order yet — post delivery notes for each shipment, then create the invoice for the delivered quantity.
How do I undo a posted delivery note? Open it and use Cancel with a reason. Stock reverses if it was issued; this isn't allowed once a posted invoice is linked to it.
Stock didn't decrease. Check that Inventory is licensed, that a warehouse is set on the line, whether a delivery note already issued the stock, and that the item is actually stock-tracked.
Serial selection is required. The item is marked to track serial numbers — pick specific serials on the order or invoice line, matching the quantity.
What does "Credit note" mean on a return? It creates a customer advance you can apply to a future invoice — not a separate document type.
Where is retail checkout? That's POS Terminal, under the POS module — not Sale invoices here.