First week as clerk

Goal

Complete one happy-path commerce loop in your first week.

Who it is for

New clerks with create/post permissions (custom role or Admin keys — see Clerk hub).

Preconditions

• Tenant has demo or real customers, items, warehouse, tax, and an open period.
• Modules sales, purchasing, inventory enabled as needed.

Ordered steps

1. Sign in and pick the correct tenant membership.
2. Navigate BlueMatrix.
3. Sales invoices list — find drafts/posted.
4. Create a sales invoice then post it.
5. Record a receipt against the open invoice.
6. Create a purchase bill and post when ready.
7. Receive stock for stockable purchases if not received on bill.

Result

You can enter and post the core AR/AP/stock documents without escalating every step.

Related

• Clerk hub
• Sales posting troubleshoot