Order to Invoice Workflow

Coming Soon

This guide documents the workflow from sales order creation to invoice generation and payment processing. Documentation is currently being developed.

Overview

The Order to Invoice workflow covers:

1. Order Processing (Sales Module)

   • Sales order creation and validation
   • Order confirmation
   • Inventory reservation

2. Order Fulfillment (Operations Module)

   • Pick list generation
   • Packing and shipping
   • Delivery tracking

3. Invoice Generation (Sales Module)

   • Automatic invoice creation upon shipment
   • Invoice line items and calculations
   • Tax and discount application

4. Payment Processing (Finance Module)

   • Payment recording and reconciliation
   • Multiple payment methods
   • Partial payments support

5. Financial Recording (Finance Module)

   • Journal entry creation
   • Accounts receivable updates
   • Revenue recognition

Integration Points

• Sales orders trigger inventory reservations in Operations
• Shipment completion triggers invoice generation
• Invoice payments update Finance accounting records
• Domain events coordinate cross-module workflows

Coming Soon

Detailed API endpoints and workflow examples will be added as the Sales and Finance modules are finalized.

For now, please refer to:

• Operations Module Documentation
• Inventory Management