Sales order setup

Goal

Configure tenant settings that affect sales orders, delivery, and invoicing from orders.

Who it is for

Tenant admin / sales admin (sales.admin).

Preconditions

• Access to Trade → Sales setup.
• Sales module enabled.

Steps

1. Enable the sales module.
2. Open Sales setup. Set workflow policies for create/convert on orders.
3. Configure partial fulfillment and partial invoicing flags — when off, Deliver/Invoice cannot leave remaining qty.
4. Set required fields (party, warehouse, notes, billing address) for order save.
5. Confirm numbering for key sales_order (numbered on create).
6. Assign sales.view / sales.manage; ensure warehouses and sellable items exist for stock lines.
7. If commerce approvals apply before deliver, configure approval workflows.

Result

Orders follow the correct create → deliver/invoice/convert path with tenant policies enforced.

Related

• Enable modules
• Order lifecycle