Prepare and Accept a Sale

Step by step

1. Confirm the customer and product Commerce Operator

   Commerce Operator selects an active eligible customer in the correct organization. Catalog Manager maintains the product identity, base unit and standard USD price used in preparation.

   • Eligible customer and product context are established
   • Updates Customers, Products, Organizations

2. Prepare the sales lines Commerce Operator

   Commerce Operator enters the intended SKU, quantity, unit price, discount and tax amounts against the Draft order. Check the owner, order date and channel alongside the resulting net amount.

   • Draft order contains the intended quantities and pricing
   • Updates Sales orders, Sales lines, Team members

3. Accept the current sale Commerce Operator

   Commerce Operator runs the guarded acceptance action against the expected current version. The action checks actor and organization scope, line quantities and discount eligibility before the order becomes Accepted.

   • Validated sale becomes Accepted at the current version
   • Updates Sales orders, Sales lines, Organizations

4. Follow the provider request Commerce Operator

   The payment request retains a stable action identity. Commerce Operator checks the provider evidence, distinguishing authorization from a verified capture before treating payment as collected.

   • Verified provider evidence establishes the captured outcome
   • Updates Payment evidence, Operation receipts, Sales orders

5. Reconcile uncertainty Commerce Reviewer

   Commerce Reviewer investigates an unclear result using the existing receipt and provider references. Establish the outcome before another payment action is considered.

   • Existing result is checked before further action
   • Updates Operation receipts, Payment evidence

Commerce Operator

, Catalog Manager, Commerce Reviewer, Admin