Sales · Reference

Field reference

Every field on every Sales form: label in English and Arabic, type, whether it is required, its limits, a valid example and what the system refuses.

On this page (32)

Quotation / order > header Quotation / order > Commercial tab Quotation / order > Order lines Quotation tab Quotation tab > Optional products Public acceptance page Prices & margin tab Price approvals Changes tab > Request change Changes tab > Cancel open balance Changes tab Returns tab Down payments & milestones Down payments & milestones > Billing steps Down payments & milestones > Mark reached Availability tab Raise a delivery order dialog Create invoice dialog (Bill SO-...)New customer (quick create)Reverse dialog (posted invoice / note)Register receipt dialog Customer invoice Credit note Sales settings Quotation templates Return and cancellation reasons Blanket agreement Blanket agreement > Committed products Commission plans Sales reports Applications > Sales > Features Applications > Sales > Fields

Quotation / order > header

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Customer	العميل	Search select	Yes	Active contacts of kind Customer or Both; 'Create new customer' opens the quick customer dialog. Choosing one loads ship-to/bill-to/contact choices and the sidebar credit figures		An active test customer	(API) a supplier-only contact -> 'Choose an active customer or supplier for this document.'; a blocked customer at Confirm -> '<name> is blocked: <reason>.'
Quotation date / Order date	تاريخ العرض / تاريخ الأمر	Date	Yes	YYYY-MM-DD	Today	Today	(API) '2026-13-01' -> 'Use a valid YYYY-MM-DD date.'
Payment due	تاريخ الاستحقاق	Date	No	Empty = from the customer's payment term (last instalment) or payment days. Not before the document date	Empty (customer terms)	Today + 30	Yesterday -> 'Due date cannot precede document date.'
Currency	العملة	Read-only	-	Always shows 'AED · UAE Dirham'; the screen never sends another currency	AED	AED
Price list	قائمة الأسعار	Search select	No	Active price lists only (code · name); placeholder shows the customer's own list. Max 200 characters stored		Customer's price list	Note: choosing a list does NOT re-price the lines
Payment terms	شروط الدفع	Search select	No	Payment-term master; help shows 'Contact default: N days'		NET30
Salesperson	مندوب المبيعات	Read-only	-	Shows the signed-in user; it is NOT saved on the order	You
Branch	الفرع	Search select	Per field setting	Branch dimension values. Optional (default): offered from the top-bar branch. Required: shown with * and refused at Confirm. Hidden: not shown; a value sent is refused	Top-bar branch	A test branch	Required + empty, Confirm -> 'Choose a branch: this company requires one on every sales order.'; Hidden + value via API -> 'Branch is turned off for sales documents in this company.'
Delivery date	تاريخ التسليم	Date	Per field setting	Field setting sales.order.delivery_date: Hidden / Optional / Required (required = checked at Confirm). Same value appears on Commercial and Delivery tabs		Today + 7	Required + empty, Confirm -> 'Delivery date is required by this company before this step.'
Ship from	الشحن من	Search select	No	Warehouses of the company (code · name · default). Shown only when the company has warehouses	Company default warehouse	Main warehouse
Ship to	الشحن إلى	Select or text	No	List of the customer's addresses when it has any, else free text. Max 200 characters	Customer address	Delivery · Al Quoz · Dubai	(API) 201 characters -> 'Invalid header value.'
Customer PO	أمر شراء العميل	Text	Per setting	Max 200. Required when Sales settings say 'Required to confirm' or the field mode is Required. Repeated PO for the same customer: Allow / Warn / Block (settings)		PO-TEST-001	Settings 'Required to confirm' + empty, Confirm -> 'This company needs the customer's PO number before an order is confirmed.'; Block + same PO on another order -> 'Customer PO PO-TEST-001 is already on SO...'
Fulfilment	طريقة التنفيذ	Select	No	By each product's route / From our stock / Drop-ship from a supplier	By each product's route	From our stock
Drop-ship supplier	مورد الشحن المباشر	Select	No	Shown only when Fulfilment = Drop-ship; supplier contacts; blank = each product's route		A test supplier

Quotation / order > Commercial tab

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Valid until	صالح حتى	Date	No	Set on first save to max(quotation date, today) + Sales settings validity days (30) or the template's days. Past date blocks Send and Confirm	Today + 30 days	Today + 30	Yesterday then Confirm -> 'This quotation expired on <date>. Extend its validity to confirm it.'; Send -> 'This quotation expired on <date>. Extend its validity before sending it.'
Customer PO No.	رقم أمر العميل	Text	Per setting	Same stored value as the header 'Customer PO' (shown in three places)		PO-TEST-001
Customer PO date	تاريخ أمر العميل	Date	No	Free date		Today
Invoicing policy	سياسة الفوترة	Select	No	Company setting / Ordered quantities / Delivered quantities / Milestones. Frozen per line at Confirm. Services always bill on ordered	Company setting	Ordered quantities	(API) 'weekly' -> 'Choose ordered or delivered quantities.'
Cash rounding	التقريب النقدي	Select	No	None / 0.05 / 0.10 / 0.25 / 0.50 / 1.00. Kept on the order; the invoice gets an untaxed 'Cash rounding' line	None	0.25	(API) '0.20' -> 'Round cash to 0.05, 0.10, 0.25, 0.50 or 1.00.'
Bill to	الفوترة إلى	Select or text	No	Customer addresses or free text; max 200	Not set
Contact	جهة الاتصال	Select or text	No	Customer's people (name · phone) or free text; max 200	Not set
Sales team	فريق المبيعات	Text	Per field setting	Free text, max 200; field setting sales.order.sales_team Hidden / Optional / Required		Retail	Required + empty, Confirm -> 'Sales team is required by this company before this step.'
Incoterm	شرط التسليم	Select	No	Not set, EXW, FCA, CPT, CIP, DAP, DPU, DDP, FOB, CIF. A chosen Incoterm needs its place. Export customer (other country) needs Incoterm + place	Not set	EXW	EXW with no place, Confirm -> 'EXW needs its named place.'; export customer with none -> 'An export order to <country> needs its Incoterm and named place.'
Incoterm place	مكان شرط التسليم	Text	When Incoterm set	Max 200; field setting sales.order.incoterm_place		Jebel Ali
Priority	الأولوية	Select	No	Low / Normal / High / Urgent	Normal	High

Quotation / order > Order lines

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Scan barcode or search product	امسح الباركود أو ابحث عن منتج	Search select	No	Active products (code · name · on hand · unit). F3 jumps here; Enter or Add puts it on the first empty line		A stocked test product
Quick quantity	الكمية السريعة	Number	No	F4 jumps here; anything not a number, or below 1, becomes 1	1	5
Import (CSV)	استيراد	File (.csv)	No	Columns product_code (or SKU / barcode), quantity, price, discount; header row optional; unknown codes skipped		TEST-P1,2,100,0	File with only unknown codes -> 'No matching products were found. Use product_code, quantity, price, discount.'
Product	المنتج	Search select	Yes (per line)	Active, sale-enabled products. Choosing fills description, unit price (product's sales price) and VAT rate. Max 100 lines per document		A test product	(API) archived product -> 'Archived products cannot be added.'; purchase-only product -> 'This product is disabled for this document type.'; 101 lines -> 'Enter up to 100 document lines.'
Description	الوصف	Text (multi-line)	No	Max 2000; empty = product's sales description, else its name. Shift+Enter for a new line	Product sales description		2001 characters -> 'A line description is at most 2000 characters.'
Quantity	الكمية	Decimal	Yes	Greater than 0; up to 4 decimals	1	2.5	0 -> 'Enter a positive value.'; 1.23456 -> 'Use at most 4 decimal places.'; 'abc' -> 'Enter a finite decimal amount within the supported range.'
UoM	الوحدة	Read-only	-	The product's unit; cannot be changed on a sale	Product unit
Available	المتاح	Read-only	-	Product on-hand quantity; green above 0, red at 0
Unit price	سعر الوحدة	Decimal (2 places)	Yes	0 or more, 2 decimals. F5 jumps to the first line's price. Pre-filled from the product's sales price (not the price list)	Product sales price	100.00	-5 -> 'Negative values are not allowed.'; 10.555 -> 'Use at most 2 decimal places.'
Disc. %	الخصم %	Decimal	No	0-100; F6 jumps to the first line's discount. Over the settings limit needs price approval	0.00	5	101 -> 'Discount cannot exceed 100 percent.'
Warehouse (line)	المستودع	Select	No	Blank = order default; naming one splits deliveries per warehouse. Not for services			(API) warehouse on a service line -> '<CODE> is not stocked, so it ships from no warehouse.'
Tax	الضريبة	Read-only chip	-	'VAT n%' from the product's tax rate (UAE standard 5%); tax determination rules may replace it	Product VAT rate	VAT 5%	(API) tax_rate 150 -> 'Tax rate cannot exceed 100.'
Cost / Margin columns	التكلفة / الهامش	Read-only (Columns button)	-	Shown by 'Columns'; cost = product cost; margin = line net - cost x qty
Document total	الإجمالي	Computed	-	Subtotal - discount + VAT; must be above zero once there are lines. Sidebar can show Tax inclusive / exclusive			All lines at price 0 -> 'Document total must be positive.'
Customer note	ملاحظة العميل	Text (multi-line)	No	Max 2000 (same value as the Notes tab)		Deliver after 10 am	2001 characters -> 'Enter valid text (maximum 2000 characters).'
Analysis dimensions (Branch, Cost centre, Department, Project...)	أبعاد التحليل	Search select + Split %		Active dimension values; '*' when the company requires the dimension; Split % shares a dimension by percentage. Changeable after Confirm until the document posts			After posting -> 'This document has posted. Reverse it to change its analysis.'

Quotation tab

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Accepted by	قبله	Text	Yes (to record)	Max 120; shown when the latest version is Sent		Test Buyer	Empty -> 'Say who accepted it.'
Evidence (signed copy, email)	الإثبات (نسخة موقعة، بريد)	Text	Yes (to record)	Max 500		Signed PDF received by email	Empty -> 'Say what the acceptance was - a signed copy, an email.'
Quotation template	قالب العرض	Select	To apply	Active templates only (shown when one exists, draft only)		A test template	(API) archived template -> 'Choose an active quotation template.'

Quotation tab > Optional products

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Product	المنتج	Select	Yes	Active, sold products; up to 50 options; not in the total until taken			(API) archived -> 'Choose an active product that is sold.'; 51 rows -> 'Offer up to 50 optional products.'
Quantity	الكمية	Decimal	Yes	> 0, 4 decimals	1		0 -> 'Enter a positive value.'
Unit price (blank: price list)	سعر الوحدة (فارغ: قائمة الأسعار)	Decimal	No	Blank = price-list price		(blank)

Public acceptance page

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Your name	(English only page)	Text	Yes	Max 120; only for the latest, unexpired, unchanged version		Test Buyer	Empty -> 'Say who accepted it.'; old link -> 'This version has been replaced by a newer offer. Please use the latest link.'

Prices & margin tab

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Why this price? (optional)	لماذا هذا السعر؟ (اختياري)	Text	No	Max 500; sent with Request approval		Competitor match

Price approvals

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Note (needed to reject)	ملاحظة (مطلوبة للرفض)	Text	To reject	Max 500			Reject with empty note -> 'Say why it is rejected.'

Changes tab > Request change

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Quantity (now N)	الكمية (حالياً N)	Decimal	No	Not below what is delivered / invoiced + cancelled		Lower by 1	Below delivered -> '<line>: <n> is already delivered, invoiced or cancelled; the order cannot go below it. Return or credit it instead.'
Unit price (now X)	سعر الوحدة (حالياً X)	Decimal	No	Any price change, increase or added line needs approval by another person with document.confirm
Customer's reference	مرجع العميل	Text	No	Max 120		Email 02-10

Changes tab > Cancel open balance

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Reason	السبب	Select	Yes	Active cancellation reasons (Customer cancelled, Price not accepted, Cannot supply, Other)			(API) unknown code -> 'Choose an active cancel reason.'
Note	ملاحظة	Text	When the reason needs one	'Other' needs a note			Other + empty -> 'This reason needs a note.'

Changes tab

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Why is it rejected?	لماذا يُرفض؟	Text	To reject				Empty -> 'Say why it is rejected.'

Returns tab

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Coming back (of N)	المرتجع (من N)	Decimal	At least one line	Stocked lines with delivered - returned > 0; not more than delivered less returned/pending		1	More than delivered -> 'Only <n> can come back - delivered less ...'; service line -> '<line>: a service does not come back to stock; credit it instead.'
Reason	السبب	Select	Yes	Active return reasons (Defective, Damaged in transit, Wrong item sent, No longer needed, Warranty claim, Arrived too late, Other)	Other
Customer's claim	مطالبة العميل	Text	When reason needs a note				Reason marked 'Needs a note' + empty -> 'This reason needs a note.'

Down payments & milestones

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Down payment: Percentage of the untaxed total / Fixed amount (untaxed)	نسبة من الإجمالي قبل الضريبة / مبلغ ثابت (قبل الضريبة)	Choice + decimal	Yes	Percent 0-100 (above 0) or amount > 0; all down payments together not above the order's untaxed total. Confirmed / delivered orders only		20 %	0 % -> 'Enter a percentage between 0 and 100.'; amount 0 -> 'Enter an amount greater than nothing.'; total over -> 'Down payments would come to more than the order's untaxed <net>.'

Down payments & milestones > Billing steps

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Step	المرحلة	Text	Yes	Up to 50 steps		Design sign-off	Empty -> 'Name each step.'; 51 steps -> 'Up to 50 billing steps.'
Percent	النسبة	Decimal	Yes	0-100 each; all steps together not above 100%		30	120 -> 'Each step is a percentage between 0 and 100.'; 60+60 -> 'The steps come to 120% of the order; they cannot pass 100%.'
Reached by	يتحقق	Select	Yes	Approval / Date	Approval		(API) other -> 'A step is reached by approval or by date.'
Date	التاريخ	Date	When Reached by = Date				Date trigger without date -> 'A scheduled step needs its date.'

Down payments & milestones > Mark reached

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
What proves it (sign-off)	ما يثبت ذلك (الاعتماد)	Text	Yes	Max 500; order must be confirmed			Empty -> 'Say what proves the step was reached - an acceptance note, a signed sheet.'

Availability tab

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Promised (per line)	الموعود	Date	No	Draft or confirmed order; not earlier than the order date; refused if availability changed since loaded			Before order date -> 'A promise cannot be earlier than the order.'; stale -> 'Availability has changed since these dates were worked out. Check it again, then promise.'

Raise a delivery order dialog

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Ship from	الشحن من	Select	Yes	Offered only when a confirmed order has no delivery order	Company default warehouse		(API) none -> 'Choose the warehouse to ship from.'; warehouse with nothing to pick -> 'Nothing on this order can be picked from that warehouse: ...'

Create invoice dialog (Bill SO-...)

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Invoice date	تاريخ الفاتورة	Date	Yes		Today (browser UTC date	Today
Invoice now (per line)	الفاتورة الآن	Decimal	At least one line > 0	Seeded with what is left (ordered or delivered basis). Columns Ordered, Delivered, Already invoiced, Left		Half of the line	All 0 -> 'Nothing selected. Put a quantity against at least one line.'; more than left -> '<line>: only <n> of <m> is left to invoice.'; delivered basis -> '<line>: only <n> can be invoiced now - <d> of <m> delivered, <i> already invoiced.'

New customer (quick create)

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Code	الرمز	Text	Yes	2-30 letters, digits, _ or -; stored upper-case; cannot change later		CTEST01	'A' -> 'Use 2–30 letters, digits, underscores or hyphens.'
Customer name	اسم العميل	Text	Yes	Max 160		Test Trading LLC	Empty -> 'Enter valid text (maximum 160 characters).'
Arabic name	الاسم بالعربية	Text	No	Max 160		شركة اختبار
Market	السوق	Select	Yes	Business (B2B) / Consumer (B2C)	Business (B2B)
Email	البريد الإلكتروني	Email	No	Where invoices and quotations are sent		buyer@example.com
Phone	الهاتف	Text	No			+971500000002
Tax registration number	الرقم الضريبي	Text	No	Max 40; printed on the tax invoice (UAE TRN is 15 digits - not checked		100000000000003	41 characters -> 'Enter valid text (maximum 40 characters).'
Payment terms (days)	شروط السداد (أيام)	Number	No	0-365	30		400 -> 'Payment terms must be 0–365 days.'
Address	العنوان	Text	No			Office 1, Business Bay, Dubai

Reverse dialog (posted invoice / note)

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Transaction date	تاريخ المعاملة	Date	Yes	Reverse payments first; not before a payment reversal	Today		With an open receipt -> 'Reverse document payments first.'; before the payment reversal -> 'Document reversal cannot precede a payment reversal.'

Register receipt dialog

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Amount received	المبلغ المستلم	Decimal	Yes	Up to the outstanding; 'Full' or 'Per cent of balance' entry; balance after shown	Outstanding	Half of the invoice	More than outstanding -> '<amount> exceeds the <outstanding> outstanding.'
Payment date	تاريخ الدفع	Date	Yes		Today		Before the invoice date -> 'Payment date cannot precede invoice date.'
Method	الطريقة	Select	Yes	Company payment methods for receipts; choosing one fills Deposit to			(API) unknown -> 'Unknown payment method.'
Deposit to	الإيداع في	Search select	Yes	Bank or cash accounts only			(API) a control account -> '<code> <name> is a control account.'
Cheque number / Transaction reference	رقم الشيك / مرجع المعاملة	Text	For cheque / bank methods	Max 80			Cheque with empty reference -> 'Enter the cheque or transaction reference.'
Written off / Write off to / Reason	المشطوب / الشطب إلى / السبب	Decimal + account	No	Closes a small difference to a write-off account; amount + write-off not above outstanding			-1 -> 'A write-off cannot be negative.'

Customer invoice

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Invoice date	تاريخ الفاتورة	Date	Yes		Today		'2026/10/02' (API) -> 'Use a valid YYYY-MM-DD date.'
Payment due	تاريخ السداد	Date	No	Empty = customer terms; not before invoice date			Before invoice date -> 'Due date cannot precede document date.'
Invoice lines	بنود الفاتورة	Line grid	Yes	Same line rules as the order; lines raised from an order keep their order line

Credit note

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Against invoice	مقابل فاتورة	Search select	No	Posted invoices of the same customer; limits the note to what was billed less earlier notes			(API) draft invoice -> 'Only a posted customer invoice can be credited. This one is draft.'; a sales order -> 'A credit note is raised against a customer invoice, not a sales order.'; other customer -> 'The note must be for the same partner as the document it credits.'
Note date	تاريخ الإشعار	Date	Yes		Today		Before the invoice date -> 'A note cannot be dated before INV-...'
Line quantity	الكمية	Decimal	Yes	Not more than invoiced less earlier notes, product must be on the invoice			Too much -> 'INV-... has only <n> of <CODE> left to credit.'; other product -> '<CODE> is not on INV-....'

Sales settings

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Invoicing policy	سياسة الفوترة	Select	Yes	Invoice what is delivered / Invoice what is ordered; for stocked products unless product or order says otherwise	Invoice what is delivered
Quotation validity (days)	صلاحية العرض (أيام)	Number	Yes	0-3650; 0 = no end date	30		4000 (API) -> 'Enter between 0 and 3650 days.'
Customer PO number	رقم أمر العميل	Select	Yes	Optional / Required to confirm	Optional
Repeated customer PO	تكرار أمر العميل	Select	Yes	Allow / Warn / Block	Warn
Shipping policy	سياسة الشحن	Select	Yes	As soon as possible (partial deliveries) / When all products are ready	As soon as possible
Under-delivery tolerance %	سماحية النقص %	Decimal	Yes	0-100	0.00		150 -> 'Enter a percentage between 0 and 100.'
Over-delivery tolerance %	سماحية الزيادة %	Decimal	Yes	0-100	0.00		-1 -> 'Enter a percentage between 0 and 100.'
Reserve stock	حجز المخزون	Select	Yes	When the order is confirmed / Only when asked	When the order is confirmed
A drop shipment needs the supplier's shipment reference	يتطلب الشحن المباشر مرجع شحنة المورد	Checkbox	No		Off
Margin control	التحكم بالهامش	Select	Yes	Off / Warn below the minimum / Hold for approval below the minimum	Off
Minimum margin %	الحد الأدنى للهامش %	Decimal	Yes	0-100; a product's own minimum overrides	0.00
Largest discount without approval %	أكبر خصم دون اعتماد %	Decimal	Yes	0-100; below 100 any bigger discount always needs approval	100.00		'abc' -> 'Enter a percentage.'
Check credit again before dispatch	إعادة فحص الائتمان قبل الشحن	Checkbox	No		Off (credit is always checked at Confirm)
Check credit again before invoicing	إعادة فحص الائتمان قبل الفوترة	Checkbox	No		Off

Quotation templates

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Code	الرمز	Text	Yes	Max 24, stored upper-case, unique		QT-STD	Existing code -> 'Another template has that code.'; 25 characters -> 'Enter valid text (maximum 24 characters).'
Name	الاسم	Text	Yes	Max 120		Standard office fit-out	Empty -> 'Enter valid text (maximum 120 characters).'
Arabic name	الاسم بالعربية	Text	No	Max 120
Valid for (days)	صالح لمدة (أيام)	Number	No	0-3650	30		5000 -> 'Enter between 0 and 3650 days.'
Terms	الشروط	Text	No	Max 4000; copied into the quotation's notes when they are empty
Lines / Optional products (Product, Quantity)	البنود / المنتجات الاختيارية	Rows	No	Up to 100 rows each; quantity > 0			Quantity 0 -> 'Enter a positive value.'
Status	الحالة	Select	Yes	Draft / Active / Archived; only Active can be applied	Active

Return and cancellation reasons

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
For	لـ	Select	Yes	Return / Cancellation; fixed after creation			(API) other -> 'A reason is for a return or a cancellation.'
Code	الرمز	Text	Yes	Max 24, stored lower-case, unique per kind		late_install	Existing code -> 'Another reason has that code.'
Name / Arabic name	الاسم / الاسم بالعربية	Text	Name: Yes	Max 120 each
Filed in Inventory as	يُسجل في المخزون كـ	Select	Return: Yes	defective, damaged, wrong item, not needed, warranty, late, other			(API) 'lost' -> 'Choose how Inventory files the return.'
Suggested disposition	التصرف المقترح	Select	No	None, restock, refurbish, repair, vendor return, scrap, replacement, hold			(API) 'burn' -> 'Choose a disposition.'
Needs a note	يتطلب ملاحظة	Checkbox	No		Off ('Other' cancel reason: On)
Active	نشط	Checkbox	No		On

Blanket agreement

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Customer	العميل	Select	Yes	Customer or Both contacts			Supplier -> 'Choose a customer.'
From / To	من / إلى	Date	Yes	To not before From			To before From -> 'The agreement ends before it starts.'
Note	ملاحظة	Text	No	Max 500

Blanket agreement > Committed products

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Product	المنتج	Select	Yes	1-100 products, each once			Same product twice -> 'Each product once, and products of this company.'; none -> 'An agreement commits at least one product.'
Quantity / Agreed price	الكمية / السعر المتفق	Decimal	Yes	Quantity > 0 (4 decimals); price 0 or more (2 decimals)			Quantity 0 -> 'Enter a positive value.'

Commission plans

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Code	الرمز	Text	Yes	Max 24, upper-case, unique		COM-STD	Existing -> 'Another plan has that code.'
Name	الاسم	Text	Yes	Max 120
Salesperson (blank: everyone)	مندوب المبيعات (فارغ: الجميع)	Text	No	Username, max 120; matched to the order's salesperson
Rate %	النسبة %	Decimal	Yes	Above 0, up to 100		2.5	0 -> 'Enter a rate between 0 and 100 percent.'
From / To	من / إلى	Date	No	Plan applies to revenue dated inside			(API) bad date -> 'Use a valid YYYY-MM-DD date.'

Sales reports

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
From / To	من / إلى	Date	No		1 Jan this year - today		(API) 'yesterday' -> 'Send the date as YYYY-MM-DD.'

Applications > Sales > Features

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Branch on sales documents	الفرع على مستندات المبيعات	Switch	-	Depends on Sales orders; default On. Other capabilities are listed with status (Commission accrual = planned) but are not switches	On

Applications > Sales > Fields

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Branch (mode + derivation)	الفرع	Hidden / Optional / Required	-	Hidden needs a derivation: 'No branch' or 'The company's only active branch'. Impact check blocks Hidden when branches number their own documents, posting rules need a branch, or branch access rules exist	Optional		Hidden + own-numbering branches -> 'This configuration would break something the company relies on.' with '<n> active branch(es) number their own documents...'
Customer PO number / Delivery date / Sales team / Incoterm place	رقم أمر العميل / تاريخ التسليم / فريق المبيعات / مكان شرط التسليم	Hidden / Optional / Required	-	Hidden: not shown on new orders and a value sent is refused. Required: an order is not confirmed without it	Optional		Hidden + value via API -> '<label> is turned off for this company.'

Updated 3 October 2026