Documents — overview of types

A document is the system's central unit: a recorded fact about what happened
to goods or money (who, when, how much, from where, to where). The general
mechanics — draft/processed, lot accounting, rollback — aren't repeated
here, they're covered in depth in Concept and
Subsystems. This page is a catalog: which
document types exist and what each one means.

Where types come from

A document's type is defined by the operations reference — not a hardcoded
list, but a configurable one: every operation has a direction (receiving,
expenditure, cash, order) and its own name. Receiving alone can have several
kinds — "Receiving from supplier," "Receiving return," "Receiving free of
charge" — the system tells them apart by operation name, but processes them
all with the same direction logic.

A return isn't a separate document type. A return from a customer is
entered as an ordinary receiving document with the operation "Return"; a
return to a supplier is an ordinary expenditure document with the operation
"Return to supplier." There's no separate "Return" form — the document's
meaning is entirely defined by the operation chosen in its header, not by
which form created it.

Catalog of directions

• Receiving — goods arrived into stock: from a supplier, a customer return, or free of charge. More: Receiving
• Expenditure / Transfer — goods left stock with no sale involved: a transfer between warehouses, a shipment with no revenue, a return to a supplier. More: Expenditure and transfer
• Selling — goods left stock to a customer, with revenue recorded. More: Selling
• Cash / Bank — money movement, not goods. More: Cash and bank
• Manufacture — a product assembled from components by recipe, component expenditure and product receiving in one document. More: Manufacture
• Order (intention) — a customer ordered from us / we're ordering from a supplier, moves neither goods nor money, just a checkpoint. More: Customer orders, Supplier orders

Discount and stock correction are also separate operations in the same
reference, but aren't covered by a dedicated page here (discount is a price
change with no goods movement; correction is a direct "was/became" edit of a
warehouse lot, used rarely, to bring the database in line with reality after
a stocktake).

Common to every type

• A document's date can't fall inside a closed accounting period — if
  the period is closed, processing is rejected regardless of document type.
• Before processing, a document is a draft, lines are freely editable;
  after processing — only through a rollback.
• The header comment is only editable in the source document. For
  documents that reference another one (e.g. a payment on an expenditure
  document referencing a receiving document), the comment is shown
  read-only.