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sales documents

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jason
2026-03-15 11:44:14 -05:00
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INSTRUCTIONS.md
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@@ -16,6 +16,7 @@ This repository implements the platform foundation milestone:
- CRM foundation through reseller hierarchy, contacts, attachments, and lifecycle metadata
- inventory master data, BOM, warehouse, stock-location, transactions, and item attachments
- sales quotes and sales orders with quick actions and quote conversion
- sales approvals, approval stamps, and automatic revision history on quotes and sales orders
- purchase orders with quick actions and searchable vendor/SKU entry
- purchase orders restricted to inventory items flagged as purchasable
- purchase receiving foundation with inventory posting and receipt history
@@ -59,7 +60,6 @@ This repository implements the platform foundation milestone:
## Next roadmap candidates
- sales approvals and document revision history
- planning and gantt scheduling with live project/manufacturing data
- inventory transfers, reservations, and deeper stock controls
- broader audit and operations maturity