Kramvia ERP’s supported sales workflows combine batch context, commercial controls and transaction-linked accounting. The pilot scope should include representative sales, returns and settlement cases, not just the creation of a simple invoice.
FOLLOW THE WORKFLOW
See how the work fits together.
01Select product, batch & quantity
02Apply the commercial terms
03Record the sale
04Review the linked accounting effect
FICTIONAL WORKFLOW EXAMPLE
A sale, a return and a balance that must still agree
A fictional customer is billed for two batches and later returns one. The return is recorded as its own document rather than an edit of the original invoice, so the stock movement, the financial effect and the outstanding balance each remain explainable.
The useful connection is document → stock movement → accounting effect → settlement. Broader statements and statutory outputs are separate work and are not established by this workflow.
Select the right stock
Product, batch and available quantity belong together when reviewing a sale. Confirm how pack units, free quantities and return cases appear in the business workflow.
Review batch and lifecycle restrictions.
Check commercial terms and tax context.
Confirm the supported document types for the pilot.
Review the financial effect
Supported postings connect to the ERP accounting core. Receipts and settlement allocations help explain party balances alongside the operational document.
Retain the source transaction reference.
Inspect outstanding and settled amounts.
Use supported correction workflows rather than silently overwriting posted history.
Scope the working-day exceptions
A useful evaluation includes an ordinary sale and the cases where the team must stop and review. Broader statutory outputs and integrations require separate completion.
Describe a return, discount and disputed receipt.
Agree permission and approval responsibilities.
Check representative results against reference records.
Questions about sales and billing
Can we edit a posted invoice?
Supported correction workflows record a correction instead of silently overwriting posted history. Which documents and corrections are in scope is agreed during pilot scoping.
Does billing include GST returns?
No. Transactions carry tax components, but GST return generation and filing integrations remain unfinished and need their own release evidence.
