Your first lap

One lap through the system, end to end. Each step links to the page that covers it properly.

A workspace that already holds partners, products and prices can skip to the order.

Set the workspace up

Nothing can be sold until the workspace knows who is selling.

1. Create a business partner carrying your address, registration number and VAT id. This is the company you sell as — see Your company and profile.

2. Open Configuration → Profiles → Default and set its Company to that partner.

3. Check the two seeded number series and set their prefixes and next values before any document is issued — see Document numbering.

Add something to sell to somebody

1. Master Data → Business Partners → Create. Name, address — the country decides the tax — and Payment Terms under Defaults. See Business partners.

2. Master Data → Products → Create. Name, SKU, Base Unit, Physical Product, and a Tax Classification, which is required. See Products.

3. Master Data → Sales Prices → Create. The product, a currency, an amount and the unit it is per. See Sales prices.

Raise an order

1. Sales → Sales Orders → Create. Pick the customer; the profile fills in.

2. Add a line: the product, a quantity. The price fills in from the record you just made.

3. Save. The order is a draft. Net, Tax and Total appear at the bottom, and no tax rate was typed anywhere — see How tax is decided.

4. Choose Release. The order takes its number and becomes visible in the list.

Creating a sales order covers the rest.

Bill it

1. On the released order, open the ⋮ menu and choose Create Invoice.

2. Confirm the lines with Create Invoice. The invoice is created and released in one step — its own number, the same parties, amounts and tax — and opens straight away. It can no longer be edited.

3. To add a Service Date first, choose Save as draft instead, fill it in, and then choose Release.

4. Open the ⋮ menu again and choose PDF. The printed invoice carries the EN 16931 e-invoice inside it — see Send a document.

What that showed

The address, the terms, the price and the tax each arrived from somewhere else and were never typed twice. The order and the invoice are numbered from separate series. The released invoice is now immutable, and correcting it means a cancellation, not an edit.

From here: move stock in Warehouse, or read How OnERP decides for the rules behind the numbers.