Clerk hub

Goal

Enter day-to-day commerce documents and keep stock and cash moving.

Who it is for

Sales / purchasing / inventory clerks. Default Member and Manager roles are mostly view-only on commerce docs — posting and create usually need a custom role or Admin with sales.manage / sales.post, purchasing.manage / purchasing.post, receipts.manage, payments.manage, and inventory.manage.

Preconditions

• Modules you use are enabled (sales, purchasing, inventory, treasury as needed).
• Open accounting period for document dates.
• Master data: customers/suppliers, items, warehouses, tax, cash/bank accounts.

Start here

1. Navigate BlueMatrix
2. Create a sales invoice → post / credit
3. Record a receipt (posts on create)
4. Create a purchase bill → post
5. Receive stock
6. Record a payment

Result

Drafts become posted documents with AR/AP, stock, and GL effects; receipts and payments allocate open balances.

Hard stops

Missing permission (SPA redirects to dashboard); module disabled (422); period_closed / no_open_period; insufficient stock when out-of-stock policy is block; customer credit hold/limit on sales post.

Related

• First-week clerk path
• Sales cycle
• Purchasing cycle
• Sales posting troubleshoot