New sales order

will post as YGMSB-260707 · series from customer (YGMSB-26{MMDD}, admin-settings numbering)

1 · Order header

Customer * picking the customer sets the order series · manage customers Order # user-editable, next in series Customer ref # printed on confirmation & packing slip Created date by Kevin Wong Delivery deadline * Location Currency Bill to Ship to stored NULL = same as billing

From quote Q-2026-029 — accepted 2026-07-04 @ 10k tier CRM deal: AlphaMax V+ repeat run 2026-05 · Won · Kevin

2 · Lines

price auto-fills from what this customer last paid

Product Qty (pcs) Unit price (MYR) Disc % Tax

Line total 99,000.00 MYR

from Q-2026-029 10k tier · last paid 10.20 · band 9.80–11.00 · floor 9.50 · ✓ above floor

FG in stock 0 pcs — a Make… MO action will appear on the SO card; ingredients In stock at CYTO-11

Product Qty (pcs) Unit price (MYR) Disc % Tax

Line total 9,600.00 MYR 🔒 locked — not in total

Below floor 5.00 — line locked, approval request sent to owner (Leo)

list 8.00 · raise to ≥ 5.00 to unlock or wait for owner approval — same hard lock as Retail, no OEM backdoor

Product Qty (pcs) Unit price (MYR) Disc % Tax

Line total 9,600.00 MYR

Owner-approved at 4.80 (floor 5.00) — Leo, one-time exception · floor stays 5.00

3 · Totals

Subtotal (confirmable) MYR

incl. Manufacturing / tolling fee service 8,500.00 — revenue, zero COGS, no stock movement

Shipping fee

Tax 0.00 MYR

Total MYR

+ 9,600.00 🔒 excluded until owner approves

+ 9,600.00 ✓ included — owner-approved

= Σ(qty × price × (1 − disc)) + shipping + tax

4 · Notes

Save draft Cancel

On create: joins the Open list at rank 16 · availability chips compute per location · lines without FG stock get Make… actions creating MOs numbered {SO#} / {line} · price memory updates at fulfillment, not create.

Project Gaia — static mockup in Filament v3 idiom. No backend. OEM sales-order create form (SalesOrderResource CreateRecord); shared customers + variant_prices tables with Retail underneath, screens separated.

Field	Filament component	Type	Source	FK target
Page	SalesOrderResource CreateRecord	form	creates: sales_orders + so_lines; number from customer series (YGMSB-26{MMDD})	—
Order #	TextInput, default from series	string, user-editable	stored: sales_orders.number — series set by customer entity (admin-settings numbering)	—
Customer	Select::searchable() + createOptionForm	FK	stored: sales_orders.customer_id — channel ∈ {oem, both}; picking sets the order series	customers.id
Customer ref #	TextInput	string, nullable	stored: sales_orders.customer_reference — printed on confirmation & packing slip	—
Bill to / Ship to	Textarea ×2	FK / FK nullable	stored: sales_orders.billing_address_id + shipping_address_id (nullable, NULL = same as billing)	addresses.id
Created	Placeholder (read-only)	datetime + FK	stored: sales_orders.created_at + created_by (Kevin Wong)	users.id
Delivery deadline	DatePicker required	date	stored: sales_orders.delivery_deadline — drives the red at-risk render on the Open list	—
Location	Select	FK	stored: sales_orders.location_id — availability chips compute against this warehouse	locations.id
Currency	Select	enum MYR/USD/SGD/CNY	stored: sales_orders.currency — FX snapshot at create; floor compare always in base MYR	—
Notes	Textarea	text, nullable	stored: sales_orders.notes	—
Shipping fee	TextInput group (description / amount / tax)	string / money / FK	stored: sales_orders.shipping_fee_description + shipping_fee_amount + shipping_fee_tax_rate_id — carried from the quote on acceptance	tax_rates.id
Line: Product / service	Repeater → Select::searchable() (Products / Services optgroups)	FK — one of two	stored: so_lines.variant_id (product line — stock movement + COGS) OR so_lines.service_item_id (service line — no movement, no COGS, revenue only); exactly one set per line	variants.id / service_items.id
Line: Service	Select "Services" optgroup (Manufacturing / tolling fee · R&D / formulation development)	FK, mutually exclusive with variant_id	so_lines.service_item_id — a service line has NO lot / FEFO / availability chip and never writes to the stock ledger; qty × unit price books to revenue with ZERO COGS. No Make… / MO action (nothing to produce)	service_items.id
Line: Qty	TextInput::numeric()	decimal pcs	stored: so_lines.quantity	—
Line: Unit price	TextInput::numeric(), afterStateUpdated floor check	money MYR	stored: so_lines.unit_price — rule: net price after disc ≥ variant_prices.floor_price else line locks + approval_requests row to owner	variant_prices / approval_requests
Line: Disc %	TextInput::numeric()	percent, default 0	stored: so_lines.discount_percent — net price after discount is what the floor compares	—
Line: Tax	Select per line	FK	stored: so_lines.tax_rate_id — SST 0% default this tenant, same tax_rates table as quotes	tax_rates.id

Field

Filament component

Type

Source

FK target

Page

SalesOrderResource CreateRecord

form

creates: sales_orders + so_lines; number from customer series (YGMSB-26{MMDD})

—

Order #

TextInput, default from series

string, user-editable

stored: sales_orders.number — series set by customer entity (admin-settings numbering)

—

Customer

Select::searchable() + createOptionForm

stored: sales_orders.customer_id — channel ∈ {oem, both}; picking sets the order series

customers.id

Customer ref #

TextInput

string, nullable

stored: sales_orders.customer_reference — printed on confirmation & packing slip

—

Bill to / Ship to

Textarea ×2

FK / FK nullable

stored: sales_orders.billing_address_id + shipping_address_id (nullable, NULL = same as billing)

addresses.id

Created

Placeholder (read-only)

datetime + FK

stored: sales_orders.created_at + created_by (Kevin Wong)

users.id

Delivery deadline

DatePicker required

date

stored: sales_orders.delivery_deadline — drives the red at-risk render on the Open list

—

Location

Select

stored: sales_orders.location_id — availability chips compute against this warehouse

locations.id

Currency

Select

enum MYR/USD/SGD/CNY

stored: sales_orders.currency — FX snapshot at create; floor compare always in base MYR

—

Notes

Textarea

text, nullable

stored: sales_orders.notes

—

Shipping fee

TextInput group (description / amount / tax)

string / money / FK

stored: sales_orders.shipping_fee_description + shipping_fee_amount + shipping_fee_tax_rate_id — carried from the quote on acceptance

tax_rates.id

Line: Product / service

Repeater → Select::searchable() (Products / Services optgroups)

FK — one of two

stored: so_lines.variant_id (product line — stock movement + COGS) OR so_lines.service_item_id (service line — no movement, no COGS, revenue only); exactly one set per line

variants.id / service_items.id

Line: Service

Select "Services" optgroup (Manufacturing / tolling fee · R&D / formulation development)

FK, mutually exclusive with variant_id

so_lines.service_item_id — a service line has NO lot / FEFO / availability chip and never writes to the stock ledger; qty × unit price books to revenue with ZERO COGS. No Make… / MO action (nothing to produce)

service_items.id

Line: Qty

TextInput::numeric()

decimal pcs

stored: so_lines.quantity

—

Line: Unit price

TextInput::numeric(), afterStateUpdated floor check

money MYR

stored: so_lines.unit_price — rule: net price after disc ≥ variant_prices.floor_price else line locks + approval_requests row to owner

variant_prices / approval_requests

Line: Disc %

TextInput::numeric()

percent, default 0

stored: so_lines.discount_percent — net price after discount is what the floor compares

—

Line: Tax

Select per line

stored: so_lines.tax_rate_id — SST 0% default this tenant, same tax_rates table as quotes

tax_rates.id

New sales order

New sales order — field manifest

Engine notes