Sell from stock

Create a sales order (pre-invoice) that cannot oversell, and handle returns.

In Warehouse a sale is recorded as a sales order, shown in the menu as "Create Pre Invoice". It takes the goods out of stock at the moment you save it, and the stock is checked on the server, so two users cannot sell the same last units at the same time.

Steps

1. Sales → Create Pre Invoice.
2. Select the customer, then add products with quantity and unit price, and enter the tax and discount.
3. If a quantity is larger than the live balance, the screen warns you ("Current balance does not allow") and the server refuses the order with the available quantity. Reduce it or receive stock first.
4. Save. Stock decreases automatically. For a customer return use Sales → Orders Return.

Good to know

• Total = subtotal + tax − discount. The tax is pre-filled from your settings, and the discount cannot exceed the subtotal plus tax.
• Deleting a sales order returns its quantities to stock. Editing an order checks the change against the current balance.
• A customer return increases stock. It is not linked to a specific order, so check what the customer bought before you save it.

Common questions

Is a sales order a tax invoice?

No. The sales order records the sale and moves the stock. If your company is registered for ETA e-invoicing, the company owner can submit the order to the Tax Authority from the E-Invoicing (ETA) menu.

Does "Allow negative balance sales" let me sell more than I have?

No. That setting only changes the warning on the screen. The server always refuses a sale above the available stock.

Last updated: 2026-10-26

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