How to Create a Sales Order in OfficeGest

Evidence Summary

Create route: /vendas/enc/create
List route: /vendas/enc
Final view: /vendas/enc/view/OTk5OTAwMTEw
Workflow run: sales-order-enc-20260520T002909Z
Created order: 999900110 / ENC 9999/110
Evidence file: raw/playwright/workflows/latest-sales-order-enc.json

Verified sales order workflow

When to Use This

Use Internal Doc [ENC] when registering a customer order before invoicing or fulfillment. The verified path creates an open order, does not require a payment line, and does not reduce physical stock. Instead, OfficeGest increases the customer-order quantity for the article.

Step-by-Step

Open Sales / Internal Doc [ENC], then click Create Order, or navigate directly to /vendas/enc/create.
Confirm the page title is OG - Internal Doc [ENC] and the main actions are Save Draft, Save and Print, and Save and Finish.
Select the customer. The verified run used customer 910, 100 Ouvidos Lda, VAT 509031862.
Review billing address, employee, commercial, payment term, currency, tax zone, and series. The verified run used employee Demo, commercial Comercial 1, payment term PP, currency EUR, and series 9999.
Optionally enter a reference. The verified run used AI-ENC-20260520T002909Z.
Optionally fill the expected delivery date. The ENC page includes Estimated Date at line level and data_entrega_prevista at document level.
Add the order line. The verified line used article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit price 1.60, VAT 23%, and total 1.97.
Click Save and Finish.
Confirm the Are you sure? dialog with OK.
OfficeGest posts saveDocument, redirects to the ENC view, and keeps the order in Open state. The verified save response was 999900110%&=&OKDOC&=&.
Search the ENC list for 999900110 or reference AI-ENC-20260520T002909Z. The verified row showed status ABR / Open, total 1.97, paid value 0.00, and pending value 1.97.

Verified Order Values

Field	Value
Internal number	`999900110`
Visible document number	`ENC 9999/110`
Reference	`AI-ENC-20260520T002909Z`
Customer	`[910] 100 Ouvidos Lda`, VAT `509031862`
Status	`ABR`, visible as Open
Total	`1.97`
Payment	No payment modal; `ValorPago=0` and pending value `1.97`.
Stock/order effect	Warehouse `1` stock stayed `-41`; customer-order quantity `qtd_enc_cliente` increased to `6` in the verified creation run.

Backend Calls Observed

Action or endpoint	Purpose
`NameEntidades`	Loads customer master data for customer `910`.
`findDocsPendentes`	Checks pending customer documents and warning context.
`loadArtigoReducido&compras=F&actualizastocks=F&tipoop=ENC`	Loads sales article metadata for a non-stock-moving order line.
`insertLinhaTabDoc`	Inserts the order line into temporary table `45716`.
`listaTabDocumento`	Loads line data before save and on the final order view.
`create_document&option=calcular_totais`	Calculates net, VAT, and total for the ENC order.
`saveDocument`	Creates the finished/open ENC order. The verified response was `{"return":"999900110%&=&OKDOC&=&","print_documents":[]}`.
`DT_List_Documentos`	Verifies the order in the ENC list using table `Enc`, `typesaft=WNE`, and `tipoop=ENC`.
`dt_list_recalc_stock_articles_lojas`	Verifies physical stock stayed unchanged and customer-order quantity increased.

Raw evidence: raw/playwright/workflows/sales-order-enc-20260520T002909Z.json. Screenshots: assets/screenshots/sales-order-enc-20260520T002909Z-01-create-page.png through assets/screenshots/sales-order-enc-20260520T002909Z-04-enc-list.png.

Validation Notes

Open order: ENC saves as ABR / Open, suitable for later conversion or fulfillment.
No physical stock decrease: the order did not consume stock, because the article was loaded with actualizastocks=F.
Reservation signal: the stock endpoint reflected customer demand by increasing qtd_enc_cliente.
No payment step: the verified save did not open a payment modal and did not create payment rows.
Cancellation follow-up: the same verified order was later cancelled in Cancel a Sales Order, where qtd_enc_cliente decreased from 6 to 5 while physical stock stayed -41.