Sales Management

Transactions · Sales

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Guide Entry Fields Save Flow Troubleshooting

Module

Transactions

Platforms

Android + Windows

Direct shortcut

Ctrl+F1

Guide status

Implementation-backed

Sales Management overview

Sales Management is VauPrime's transaction screen for creating, reviewing and maintaining customer sales vouchers. The current Dart implementation combines voucher numbering and series, customer account, voucher date, GST nature, material centre, product lines, bill sundry, optional billing and shipping, transport and broker details, scanner entry, e-Way/e-Invoice data, totals and saved-voucher actions.

Add Sales

Entry

Create a new sales voucher or load an existing voucher into edit mode. Invoice details, product rows, configured sections, totals and save validation live here.

Review entry fields

Sales List

Manage

Review saved vouchers in the active financial year and use the supported view, edit, share, delete and transaction-specific actions.

View list actions

Access requirement: open the correct organization and use a user/role that has access to this transaction screen.

How to open Sales Management

Use the Invoice Center, Global Sidebar, Windows Sidebar, direct keyboard shortcut, or app-wide Global Search.

Android

Invoice Center

DashboardInvoicesInvoice CenterSales Invoice

Android

More / Global Sidebar

DashboardMoreGlobal SidebarTransactionsSales Management

Windows

Left Sidebar

DashboardSidebarTransactionsSales Management

Keyboard

Direct shortcut

Ctrl+F1Sales Management

Open with Global Search

Press Ctrl+F, type Sales Management or a related term, then open the result under Transactions. Search terms currently include Sales Management / sales voucher / invoice.

Shortcut note: current VauPrime source uses Ctrl+F1 for Sales Management and Ctrl+F3 for Purchase Management. Ctrl+1 and Ctrl+3 are not currently bound.

Screen workspace

The same transaction workflow adapts between compact mobile layouts and the larger Windows workspace.

Android / compact

Responsive transaction view

Uses Global Header and the transaction content without a permanently visible Windows sidebar. Entry fields and product rows collapse into a compact arrangement.

Windows / desktop

Sidebar + wider content

Uses the Window Global Sidebar with Global Header and a wider transaction canvas. Wide layouts can place major entry sections side-by-side.

Add Sales

Invoice details, product entry, additional sections, totals and Save flow.

Sales List

Saved vouchers with review and maintenance actions for the active financial-year context.

Invoice details fields

Fields surfaced by the current Add Sales implementation and how they behave.

Field / message	Requirement / cause	Behavior / action
Series	Conditional	Shown when voucher-series selection is available. The selected series can control voucher-number formatting and automatic numbering.
Voucher No.	Required	The sales voucher number. Automatic series can make this field read-only; manual flows allow entry and validation.
Voucher Date	Required	The transaction date. The save flow keeps the voucher within the active financial-year range.
Account	Required	Customer or party ledger selected from VauPrime account masters.
GST Nature	Selection	Controls GST treatment and related tax calculation for the voucher.
Material Centre	Required for save	Inventory location/material centre used for the stock movement created by the sale.
Billing Type	Conditional	Appears when Billing & Shipping is enabled in Sales Voucher Configuration and opens the billing/shipping controller.
Notes	Optional	Additional narration or internal voucher notes.

Series

Conditional

Shown when voucher-series selection is available. The selected series can control voucher-number formatting and automatic numbering.

Voucher No.

Required

The sales voucher number. Automatic series can make this field read-only; manual flows allow entry and validation.

Voucher Date

Required

The transaction date. The save flow keeps the voucher within the active financial-year range.

Account

Required

Customer or party ledger selected from VauPrime account masters.

GST Nature

Selection

Controls GST treatment and related tax calculation for the voucher.

Material Centre

Required for save

Inventory location/material centre used for the stock movement created by the sale.

Billing Type

Conditional

Appears when Billing & Shipping is enabled in Sales Voucher Configuration and opens the billing/shipping controller.

Notes

Optional

Additional narration or internal voucher notes.

Sales products and item rows

Product-entry fields, quantity handling and scanner behavior used by the voucher.

Field / message	Requirement / cause	Behavior / action
Product	Selection	Select an existing product. Product selection can also carry batch information.
Qty	Numeric	Supports decimal quantity and the optional quantity-controller workflow.
Unit	Product-linked	Loaded from the selected product and used with quantity handling.
Price	Numeric	Initially populated from the selected product's sales price and used for line calculation.
Amount	Calculated flow	Kept aligned with quantity and price as the item changes.
Quantity expression	Optional	The sales model supports quantity expression, terms and description when enabled.
Barcode / scanner	Optional	Scan Product Mode and rapid hardware-keyboard barcode input can append matching products to the current voucher.

Product

Selection

Select an existing product. Product selection can also carry batch information.

Qty

Numeric

Supports decimal quantity and the optional quantity-controller workflow.

Unit

Product-linked

Loaded from the selected product and used with quantity handling.

Price

Numeric

Initially populated from the selected product's sales price and used for line calculation.

Amount

Calculated flow

Kept aligned with quantity and price as the item changes.

Quantity expression

Optional

The sales model supports quantity expression, terms and description when enabled.

Barcode / scanner

Optional

Scan Product Mode and rapid hardware-keyboard barcode input can append matching products to the current voucher.

Advanced and configurable sections

These sections are transaction-specific or depend on the active voucher configuration.

Bill Sundry

Add configured charges, discounts or taxes. Rows can carry percentage/amount, positive or negative behavior, posting account and maintain-accounting behavior.

Billing & Shipping

When enabled, the screen can use billing type, shipping party and related party-state information.

Transport & Broker

The sales model includes transporter, vehicle, LR number/date, dispatch from/to, transport ID, station/place, transporter GSTIN, broker, commission, driver, PIN code and distance details.

e-Way Bill & e-Invoice

Dedicated fields store e-Way Bill number/date/expiry and e-Invoice number, IRN, date and QR details where the feature is available.

Voucher Configuration

Sales Voucher Configuration controls sections such as billing/shipping, broker, transport, product scan mode, GST section, terms and bank details.

Sales save and validation flow

What VauPrime checks before a voucher is created or updated and what happens after validation succeeds.

Plan creation check

For new vouchers, the current screen-level rule allows 25 Sales vouchers on Lite and 100 on Elite before showing Upgrade Required. Other plans are not capped by this particular rule.

Expected result

Creation continues only when the applicable screen-level plan check allows it.

Voucher number validation

A blank Voucher No. is blocked and the voucher/series flow validates numbering before final save.

Expected result

Missing or invalid voucher numbering stops the save.

Account validation

A customer/party Account must be selected.

Expected result

The UI shows “Please select Account” if it is missing.

Item validation

At least one valid product line must contain usable quantity, price and amount values.

Expected result

Empty or incomplete vouchers are rejected before confirmation.

Material-centre validation

The centralized Sales save flow requires a Material Centre.

Expected result

A voucher without a Material Centre is not written.

Financial-year validation

Voucher Date is checked against the active financial year.

Expected result

An out-of-range date must be corrected or the financial year changed.

Confirm and save

The UI presents a save-confirmation flow, then creates or updates the voucher with its item, bill-sundry, transport and e-document information.

Expected result

The latest voucher state is stored.

Refresh linked data

Linked accounting/stock data and recent activity are synchronized, then Sales List can show the latest voucher.

Expected result

The saved voucher is available to list, invoice and related accounting flows.

Sales List: existing vouchers

Review and maintain vouchers after they have been saved.

Financial-year list

Sales List loads the active financial-year context. Its empty state offers Refresh Again, Change Financial Year and Support Team.

Voucher information

The desktop table includes Date, Voucher No. with series/cancelled-state handling, Account and additional sale values/actions.

View & edit

Open invoice details or load an existing voucher back into the Sales form for editing.

A Share action is available for saved Sales vouchers.

e-Way/e-Invoice

A dedicated list action opens e-Way/e-Invoice details for the selected Sales voucher.

Bill reference

Sales actions include bill-reference update/adjustment where supported.

Delete & bulk delete

Single and multi-selection deletion use confirmation and refresh the list after completion.

Cancel voucher

Cancellation is handled separately from ordinary deletion and cancelled state is reflected in the Sales list.

Troubleshooting and validation messages

Common messages and conditions surfaced by the current transaction screen and save logic.

Field / message	Requirement / cause	Behavior / action
Please enter Voucher Number	Voucher No. is blank.	Enter/select a voucher number or use an automatic voucher series.
Please select Account	No customer/party account is selected.	Select the correct account before saving.
Please add at least one item with quantity, price, and amount	No valid Sales item is available.	Select a product and complete its quantity, price and amount.
Please select a material centre before saving.	Material Centre is empty.	Choose the inventory location used by the sale.
Upgrade Required	Lite reached 25 or Elite reached 100 Sales vouchers under the current screen-level rule.	Review upgrade options before creating additional vouchers.
Sign in required for Scan Product Mode	Scanner mode was enabled without a valid signed-in user context.	Sign in and retry scanner mode.
Voucher/date validation	The voucher number is unavailable/invalid or Voucher Date is outside the active financial year.	Correct the series/number/date or switch financial year.

Please enter Voucher Number

Voucher No. is blank.

Enter/select a voucher number or use an automatic voucher series.

Please select Account

No customer/party account is selected.

Select the correct account before saving.

Please add at least one item with quantity, price, and amount

No valid Sales item is available.

Select a product and complete its quantity, price and amount.

Please select a material centre before saving.

Material Centre is empty.

Choose the inventory location used by the sale.

Upgrade Required

Lite reached 25 or Elite reached 100 Sales vouchers under the current screen-level rule.

Review upgrade options before creating additional vouchers.

Sign in required for Scan Product Mode

Scanner mode was enabled without a valid signed-in user context.

Voucher/date validation

The voucher number is unavailable/invalid or Voucher Date is outside the active financial year.

Correct the series/number/date or switch financial year.

Guide notes and related documentation

Important implementation-backed behavior plus the most relevant next guides.

Sales Management is wrapped in the organization screen-access gate with can_read access for the Sales Management screen.

Compact layouts use Global Header without the permanent Windows sidebar; larger desktop layouts include Window Global Sidebar unless opened in role-based mode.

The two primary tabs are Add Sales and Sales List.

Product Scan Mode supports app-driven scan records and rapid hardware-keyboard barcode input.

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