Workflow

How to Search and Add an Article Line to a Sales Invoice

Verified up to the save boundary. Demo run sales-invoice-article-search-line-20260520T023231Z searched an article in the FT document tab, selected it, verified the temporary line grid, and confirmed no final save, draft save, payment, or print request was submitted.

Evidence Summary

Create route
/vendas/ft/create
Search field
#buscaArtigo
Verified search term
AI-DEMO-20260519-021105
Inserted line
Quantity 1, VAT 23, total with VAT 1.96677
Evidence file
raw/playwright/workflows/latest-sales-invoice-article-search-line.json

When to Use This

Use this when the user needs to find a product or service inside an invoice and add it to the document lines. It covers the document-tab article search and line insertion step, before any invoice save action.

Step-by-Step

  1. Open Sales / Invoice [FT], then click New document, or navigate to /vendas/ft/create.
  2. Select the billing customer and complete mandatory header fields.
  3. Open the Document tab and find the article search field below the document-line grid.
  4. Type the article code, barcode, or description in Search Articles / #buscaArtigo.
  5. Choose the desired result from the autocomplete list.
  6. Confirm the line appears in the document grid with article code, description, quantity, unit price, VAT, warehouse, and total.
  7. Adjust quantity, price, VAT, warehouse, discount, or other line fields if needed before saving.

Verified Behavior

CheckObserved result
Search fieldThe FT document tab exposed #buscaArtigo.
Search requestTyping AI-DEMO-20260519-021105 triggered article-search traffic including loadTabDocumentoArtigos.
Line insertionSelecting the result inserted article AI-DEMO-20260519-021105 with description AI Demo Article 20260519T021105Z, quantity 1, VAT 23, and total with VAT 1.96677.
Save boundaryNo saveDocument, saveRascunho, print, payment, or delete request was submitted.

Backend Calls Observed

Action or endpointPurpose
loadTabDocumentoArtigosSearches available article rows for the document-line selector.
SearchProduct / loadArtigoReducidoLoads selected article metadata such as price, VAT, stock, warehouse, cost, and article flags.
insertLinhaTabDocCreates the temporary invoice line in the document grid.
listaTabDocumentoReloads the document-line grid after insertion.
create_document&option=calcular_totaisRecalculates VAT and totals after the line is added.

Raw evidence: raw/playwright/workflows/sales-invoice-article-search-line-20260520T023231Z.json. Screenshots: assets/screenshots/sales-invoice-article-search-line-20260520T023231Z-01-create-page.png through assets/screenshots/sales-invoice-article-search-line-20260520T023231Z-04-article-line-added.png.