Sales

Sales runs the whole order-to-cash story: turn a confirmed order into goods dispatched, a GST invoice raised, and payment received — with stock, GST and the accounting ledger kept in step automatically. You enter each document once; the next department inherits it, and Finance posts the vouchers itself.

The worked example we follow

Every page in this module threads the same order so you can watch one deal move end to end:

Order SO-1043 — customer Sunrise Polymers (a dealer in Maharashtra; our warehouse is in Gujarat, so this is an inter-state supply → IGST).

#	Product	HSN	Qty	Rate (₹/MT)	Taxable (₹)
1	HDPE Granules	3901	12 MT	27,000	3,24,000
2	LDPE Film	3920	4 MT	39,500	1,58,000
				Sub-total	4,82,000
				IGST @18%	86,760
				Total	5,68,760

That order is confirmed, shipped with an IRN + QR + e-Way Bill invoice, paid by NEFT, and then partially returned with a credit note — each on its own page.

The order lifecycle

Every order moves through the same statuses. Stock is allocated when you confirm and only deducted when goods ship, so you never oversell and never lose the trail.

Draft → Pending → In Progress → Shipped → Completed → Invoiced → Paid
   └────────────── Cancelled (any point before Completed) ──────────────┘

Status	What it means	Stock effect
Draft	Being prepared. Fully editable.	None
Pending	Confirmed by sales.	Stock allocated (held, not removed)
In Progress	Operations is fulfilling — picking, making or packing.	Allocation held
Shipped	Goods dispatched to the customer.	Stock deducted
Completed	Customer has received the goods.	Deducted; vouchers post
Cancelled	Abandoned before completion.	Allocations released

A Completed order flows on to Invoiced → Paid as you raise the invoice and record receipts. It can be Cancelled at any point before it completes.

Where each document posts to Finance

The power of the module is that the paperwork posts its own accounting. For SO-1043, four balanced vouchers land automatically — no journal typed by hand:

Trigger	Voucher	Posting (₹)
Order Completed / invoiced	Sales	Dr Sunrise Polymers (AR) 5,68,760 → Cr Sales 4,82,000 + Cr Output IGST 86,760
Order Completed (FIFO cost)	COGS	Dr Cost of Goods Sold 4,28,000 → Cr Inventory 4,28,000
NEFT receipt recorded	Receipt	Dr Bank 5,68,760 → Cr Sunrise Polymers (AR) 5,68,760
Credit note (1 MT LDPE back)	Credit Note	Dr Sales 39,500 + Dr Output IGST 7,110 → Cr Sunrise Polymers (AR) 46,610

The Sales and COGS vouchers together book a gross margin of ₹54,000 (Sales ₹4,82,000 − FIFO cost ₹4,28,000) — computed for you when the order completes.

:::tip Stock is reserved on confirm The moment you confirm an order it allocates stock, so two salespeople can't sell the same 12 MT of HDPE twice. See Inventory for how allocation and FIFO costing work. :::

Tax modes at a glance

Set the tax mode on the order header. For Indian customers Raya reads the two GSTINs and picks the split automatically:

Mode	When to use	SO-1043 result
Item-level tax (default)	Mixed GST rates across lines	Each line carries 18%
Invoice-level tax	One rate for the whole order	Single 18% block
Intra-state (same state)	Buyer's state = your state	CGST 9% + SGST 9%
Inter-state (different state)	Buyer's state ≠ your state	IGST 18% = ₹86,760

Sunrise Polymers is in a different state, so Raya applies IGST — a single ₹86,760 line rather than a CGST + SGST split.

Sub-pages

Sub-tab	What it's for
Overview	Sales KPIs and quick links
Sales Orders	Create, edit, submit, recall and cancel orders
Invoices & e-Invoice	Tax invoices, IRN/QR, e-Way Bill and sharing
Sales Returns & Credit Notes	Returns, restocking and refunds
Export Sales	Zero-rated sales to foreign customers
Targets & Leaderboard	Revenue targets and team ranking
Sales Reports	Sales register, pending and cancelled orders

Related

• Lead-to-Cash workflow — where Sales sits end to end.
• Vouchers — the Sales, COGS, Receipt and Credit Note entries.
• GST, e-Invoice & e-Way Bill — IRN, QR and returns.
• Inventory — the stock that orders draw down.