Sales-edit transaction

Overview

The sales edit screen is where staff set customer, line items, remarks, and prepared-by before confirming the sale.

Capture a complete sales order with correct products, quantities, and customer additional info for printing and invoicing.

Details: Sales Code, date, status, Confirm Sale, invoice code placeholder.
Customer Details: customer, address, Customer Additional Info text.
Other Details: remarks, internal remarks, Prepared By.
Sales Items grid: code, title, unit, bulk qty, qty, unit price, line total.
Add Products with multi-variant selection (checkboxes, sticky headers, sticky checked rows, keyboard shortcuts)—see Variant product selection.
F2 confirms the sale (same as Confirm Sale).
Actions: Delete, Save & Return, Print Mini, Print Large.

Invoice code is generated only after confirmation. Line totals roll up to the order total shown on printouts.

Steps

From the sales list, open a transaction (for example S-604931).
Choose Customer and Address; enter Customer Additional Info if needed (for example Anwer - Matale).
Set Prepared By and remarks.
Click Add Products; for variant products, select multiple sizes or colours (see Variant product selection). New lines default to the first bill unit (Mtr / Nos); press Enter on Unit to move to qty without changing it.
Click Save or Save & Return while status is New.
When ready, use Confirm Sale (see Payment at sale confirmation).
Print mini or large after confirmation if required.

Rule	Detail
Customer	Required before confirm
Lines	At least one line with qty and price for a non-zero total
Invoice code	Empty until status is confirmed
Prepared By	Should reflect the responsible staff member
Confirm	Cannot confirm with zero lines unless policy allows

Sales edit form with customer additional info and sales items grid

Edit sale S-604931 with customer additional info and one line item.

The edit screen is where order accuracy is decided. Confirm only after customer, lines, and remarks match the physical order.