README

ERP selling — customers, quotations and sales orders for the Laravel ERP ecosystem.

This package is the selling / sales module of an ERPNext-native rebuild. It owns the customer master and the pre-sales documents (quotations and sales orders) and converts them into the downstream stock and accounting documents. It depends on jeffersongoncalves/laravel-erp-core, jeffersongoncalves/laravel-erp-accounting and jeffersongoncalves/laravel-erp-stock.

Features

• Customer masters — Customers (with customer group, territory, type, default currency, default price list, credit limit and tax id), a tree of customer groups, sales partners and product bundles. Customers reuse the core address/contact morphs.
• Quotations — A submittable pre-sales document with line items and its own workflow status (Draft → Open → Ordered → Lost → Expired → Cancelled).
• Sales Orders — A submittable commitment with line items, delivery/billing progress (per_delivered / per_billed) and an ERPNext-style status (To Deliver and Bill, To Deliver, To Bill, Completed, Closed).
• Conversion services — QuotationService turns an accepted quotation into a sales order; SalesOrderService turns a sales order into a stock delivery note or an accounting sales invoice, wiring the selling module into the stock and general-ledger engines.
• Commitment documents — Quotations and sales orders are commitments: submitting one posts nothing to the ledger. Stock and ledger impact happens only on conversion.
• Customizable Models — Override any model via config (ModelResolver pattern); Customer and CustomerGroup ship swappable contracts.
• Translations — English and Brazilian Portuguese.

Compatibility

Installation

composer require jeffersongoncalves/laravel-erp-selling

Publish and run the migrations (the core, accounting and stock package migrations must be published too):

php artisan vendor:publish --tag="erp-core-migrations"
php artisan vendor:publish --tag="erp-accounting-migrations"
php artisan vendor:publish --tag="erp-stock-migrations"
php artisan vendor:publish --tag="erp-selling-migrations"
php artisan migrate

Publish the config (optional):

php artisan vendor:publish --tag="erp-selling-config"

Conversion

SalesOrderService and QuotationService are registered as singletons.

use JeffersonGoncalves\Erp\Selling\Services\QuotationService;
use JeffersonGoncalves\Erp\Selling\Services\SalesOrderService;

// Quotation -> Sales Order (the quotation is marked Ordered)
$salesOrder = app(QuotationService::class)->createSalesOrder($quotation);

// Sales Order -> Delivery Note (draft; set the COGS account and submit to post SLE + GL)
$deliveryNote = app(SalesOrderService::class)->createDeliveryNote($salesOrder);
$deliveryNote->counterAccountId = $cogsAccount->id;
$deliveryNote->submit();

// Sales Order -> Sales Invoice (draft; caller supplies the Receivable + income accounts)
$invoice = app(SalesOrderService::class)->createSalesInvoice($salesOrder, $receivable->id, $income->id);
$invoice->submit();

• createDeliveryNote copies the party/company onto a stock DeliveryNote, then for each order line still to deliver resolves the stock Item by item_code and adds a delivery line (item_id, remaining qty, rate, warehouse). Saved as a draft; submitting it posts the stock ledger entries and the COGS general-ledger pair.
• createSalesInvoice copies the party/company onto an accounting SalesInvoice, then for each order line still to bill adds an invoice line (item_code, remaining qty, rate, income account). Saved as a draft; submitting it posts the balanced receivable/income general-ledger entries.

Database Tables

All tables use the configured prefix shared across the ERP ecosystem (default: erp_): customer_groups, customers, sales_partners, product_bundles, product_bundle_items, quotations, quotation_items, sales_orders, sales_order_items.

Testing

composer test

License

The MIT License (MIT). Please see License File for more information.