The sales pipeline

Selling a car on Export119 walks through three sales documents — Quotation, Proforma, Invoice — even if you don’t issue all three. Each builds on the previous, and only the Invoice posts to the GL.

The three documents

Document	What it is	Posts GL?
Quotation	A non-binding price offer. Multiple cars per quote, multiple proposals possible.	No
Proforma	A binding price proposal — the buyer’s signal to pay or finance. Locks the price + terms.	No
Invoice	The final sale document. Triggers revenue, COGS, AR, deposit clearing, status flip.	Yes

You can issue an invoice directly without a quotation or proforma. The chain is for when the buyer needs multiple back-and-forths or financing approval.

Document lines

All three carry car lines + service lines:

• Car lines — each line references a specific car. The line’s price is the sale price; tax accrues per the destination rate.
• Service lines — non-car charges (inspection fee, document fee, courier, brokerage). Don’t trigger COGS or status flips.

When the invoice issues

Issuing transforms the sale into accounting state. See Issuing an invoice for the full GL shape. Briefly:

• Revenue posted per line.
• Tax accrued to 2100 Tax Payable.
• COGS posted for each car line (5000 Purchase Cost + 5020 Landed Cost).
• Inventory derecognized (1100 → COGS).
• AR opened on the buyer’s counterparty.
• Customer deposits (if any) cleared against AR.
• Car status flipped to sold_locally or sold_import.

When the invoice is paid

Open the invoice, click Record payment, pick a vault. AR clears. Cross-currency receipts realize FX gain/loss into 4900/5900.

نصيحة

You don’t need to mark a car as “sold” manually. Issuing an invoice IS the sale. Status flips and GL posts happen in the same database transaction.

Related

• Customer deposits — pre-sale advances and their clearing
• Issuing an invoice
• Voiding an invoice
• Cross-tenant invoices