| Has a corresponding purchase document? | Changes inventory | Creates accounting journals | Actual document type in API | Comment | Can be a base document for the following | Notes |
| Sales contract | x | | | DOCUMENT_SALES_CONTRACT | | All | This concerns sales contracts. You can track expected and actual quantities and in this way handle partial contracts, see the profitability of contracts etc. |
| Transport request | x | | | DOCUMENT_TRANSPORT_REQUEST | | All | Transport documents show what is being transported |
| Transport document | x | | | DOCUMENT_TRANSPORT | | All | Makes it possible to request for transport |
| Price offer | | | | DOCUMENT_BID | | Sales orders, all invoices | |
| Sales order | x | | | DOCUMENT_SALES_ORDER | | All | Usually used with ecommerce integrations to record orders made on the website. Can also be used for any kind of customer “wishes”. An order is a customer’s “wish” and this “wish” can be approved when the customer makes the payment – meaning orders can be paid and there is a separate automated order prepayment process available |
| Waybill | x | x | x | DOCUMENT_WAYBILL | Delivered, not invoiced | All non-accounting documents and confirmation invoices | Waybills are an optional method if you need to handle customers who “bring you goods 10 times a month but ask for one invoice only at the end of the month”. Meaning: you can have N waybills and create 1 joint document for all of them |
| Cash invoice | x | x | x | DOCUMENT_POS_SELL | Delivered and invoiced | Usually shouldn’t have any base documents. Via API possible to link with all non-accounting documents | Is handled with POS. No manual entry option in ERPLY Books |
| Invoice waybill | x | x | x | DOCUMENT_SELL | Delivered and invoiced | All non-accounting documents and credit invoices | Most common sales invoices |
| Confirmation invoice | x | | x | DOCUMENT_SELL | Invoiced, not delivered | All non-accounting documents, waybills and credit invoices | There must be a base document for a waybill. Cannot be handled any other way. This document type is also used when handling waste purchases where the supplier needs to pay for the waste |
| Credit invoice | x | x | x | DOCUMENT_SELL | Delivered and invoiced | All accounting documents | There must be a base document for an existing sales invoice. It is also possible to create a negative invoice from scratch. You get a credit invoice when you click on the “credit invoice” button on any sales documents you already have |
