Aurelia Hub Documentation

Sales Management

Last updated: 22. February 2026

View, filter, and manage all sales transactions processed through Aurelia Hub.

Accessing Sales

Navigate to Sales > Sales to view all sale records.

Sale Record Fields

Each sale contains:

Field Description
sale_number Unique identifier (format: SALE-YYYYMMDD-XXXX)
customer_id Linked customer (optional)
user_id Staff member who processed the sale
subtotal Sum of all item prices
tax_amount Calculated tax
discount_amount Total discount applied
gift_card_amount Total gift card redemptions
account_payment_amount Total account credits used
total_amount Final amount (subtotal + tax - discounts)
payment_method Cash, Card, etc.
status Pending, Completed, Cancelled, Held (reservations)
completed_at Completion timestamp
metadata Additional data (sale type, reservation details)

Sale Items

Each sale has one or more SaleItem records:

  • Product — Linked product (optional for custom items)
  • Quantity — Number of units
  • Unit Price — Price per unit
  • Total Price — quantity × unit price
  • Tax Rate — Individual item tax rate
  • Is Net Price — Whether the price excludes tax
  • Discount — Per-item discount amount
  • Notes — Item-specific notes

Filtering Sales

Use the table filters to find specific sales:

  • Status — Completed, Pending, Cancelled, Held
  • Payment Method — Cash, Card
  • Date Range — Filter by sale date
  • Customer — Search by customer name
  • Salesperson — Filter by staff member

Sale Scopes

  • Completed — Only fully processed sales
  • Today — Sales from the current day
  • By Payment Method — Filter by specific payment method

Reservations

Reservations are a special sale type:

  • Status is set to "Held"
  • Metadata contains sale_type: "reservation" and reservation_expiry_date
  • Stock is reserved (reduced) but the sale is not completed
  • Expired reservations can be identified via isExpiredReservation()
  • Reservation expiry date is accessible via getReservationExpiryDate()

Activity Logging

Sales log the following changes:

  • Total amount changes
  • Status updates
  • Payment method changes
  • Customer assignment changes

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