The decision concerns process control, not only whether an order exists

The process owner must define allowed document starts, reference data, calculations, approval, organization scope, external effects, exceptions, identifiers, reconciliation, retention, and support.

Bounded answer

A substantial sales-document foundation, not a finished quote-to-cash operation

Current Open Mercato source provides quotes, orders, lines, calculations, adjustments, public quote acceptance, shipments, payments, returns, invoices, credit memos, APIs, events, history, custom fields, access vocabulary, and concurrency controls. A complete commercial, payment, fulfillment, fiscal, accounting, reconciliation, and operating model remains project work.

Reviewed
2026-07-14
Revision
01911d00e28f44cf484d0b1d04860dcfef5370bf
Latest public tag
v0.6.5
Current source
v0.6.5-1202-g01911d00e

Independent editorial guide. Not the product owner, payment processor, carrier, warehouse, accountant, tax adviser, or implementation supplier.

Released milestones and current source

  1. Public release

    v0.4.8

    Order-returns workflow announced.

  2. Public release

    v0.4.9

    Separate Checkout package and Pay Links introduced.

  3. Public release

    v0.5.0

    Invoice and credit-memo CRUD commands, APIs, events, line fields, and hardening.

  4. Public release

    v0.6.4

    Atomic sales writes, optimistic locking, and atomic quote acceptance and conversion.

  5. Latest reviewed public tag

    v0.6.5

    Public baseline for this guide.

  6. Current source

    current

    Return edit/delete and further hardening appear after the tag; the local 0.6.6 changelog section is not a public release.

Quote-to-cash capability and control map

Configurable operating design

Catalog and offer context

Define sellable items and commercial context.

Current record or mechanism
Catalog products, variants, offers, price kinds, tax classes, and sales channels feed document lines.
Operator UI
Current catalog and channel operator surfaces.
API, command, or event
Current catalog and sales APIs and hooks.
Configuration
Availability, channel, units, price source, overrides, tax mode, currency, rounding.
External dependency
Catalog and dictionaries modules; external product master where chosen.
System of record
Named catalog or product master.
Business owner
Commercial and catalog owner.
Acceptance evidence
Golden products and price/tax cases reconcile to approved expected totals.
Exception and recovery
Unknown offer, unit, price, tax class, or currency stops document approval.
Release status
Released mechanisms plus current source.
Limitation
Not a universal CPQ, margin-control, or jurisdiction engine.
Confidence and date
high · 2026-07-14

Configurable operating design

Channel, customer, and contact

Bind the commercial party and route.

Current record or mechanism
Documents can reference customer, contact, channel, currency, and address snapshots.
Operator UI
Quote/order create and edit surfaces.
API, command, or event
Scoped document APIs and events.
Configuration
Identity, duplicate, address, consent, channel, organization, and ownership policy.
External dependency
Customers, catalog, dictionaries.
System of record
Named customer and channel masters.
Business owner
Sales operations and data owner.
Acceptance evidence
Wrong-organization, stale-address, duplicate, and missing-channel cases are bounded.
Exception and recovery
Direct creation contracts currently allow optional channel; project policy decides whether to require it.
Release status
Current released and source-backed paths.
Limitation
A customer reference does not prove party authority or data quality.
Confidence and date
high · 2026-07-14

Available mechanism

Direct quote creation

Prepare a commercial proposal.

Current record or mechanism
Quote record, lines, adjustments, addresses, notes, tags, statuses, numbers, currency, snapshots, and custom fields.
Operator UI
Dedicated quote list/detail and shared create flow.
API, command, or event
Authenticated quote CRUD, commands, events, history, and tests.
Configuration
Numbering, required fields, editable states, validity, approvals, and terms.
External dependency
Customer and catalog context.
System of record
Sales document system of record.
Business owner
Sales operations.
Acceptance evidence
Create, duplicate, invalid, scope, optimistic-lock, history, and export cases pass.
Exception and recovery
Current contracts do not universally require a prior deal, channel, or line.
Release status
Released.
Limitation
A quote record is not approved commercial policy or a legal contract.
Confidence and date
high · 2026-07-14

Configurable operating design

Quote send, review, and public acceptance

Present and accept one tokenized proposal.

Current record or mechanism
Email send state, hashed token, public page, origin guard, optional IP rate limiting, expiry/status checks, atomic acceptance and conversion, optional admin notification.
Operator UI
Authenticated send action and tokenized public quote page.
API, command, or event
Send, public read, accept, and convert routes with current tests.
Configuration
Recipient authority, identity assurance, expiry, terms, consent, email delivery, rejection, duplicate handling, retention, notification.
External dependency
Configured email infrastructure and rate limiter where used.
System of record
Quote record plus approved communication evidence.
Business owner
Commercial owner and legal reviewer.
Acceptance evidence
Expired, wrong-origin, invalid, reused, concurrent, email-failure, and notification cases have expected evidence.
Exception and recovery
Failed delivery or ambiguous authority stops contract reliance.
Release status
Atomic acceptance and conversion released in v0.6.4; current source reviewed.
Limitation
Mechanics do not guarantee legally effective acceptance.
Confidence and date
high · 2026-07-14

Available mechanism

Quote conversion or direct order

Create the controlled sales order.

Current record or mechanism
Atomic quote conversion and direct order creation are both supported.
Operator UI
Dedicated order list/detail and shared create flow.
API, command, or event
Order CRUD, quote conversion command/API, events, history, undo, and concurrency tests.
Configuration
Choose allowed starts, copied snapshots, duplicate policy, number policy, and conversion idempotency.
External dependency
Quote only when the chosen path requires it.
System of record
Order record.
Business owner
Order operations.
Acceptance evidence
Direct order, quote conversion, duplicate conversion, rollback, and wrong-organization cases pass.
Exception and recovery
Do not publish the contributor quote-first diagram as mandatory runtime behavior.
Release status
Direct paths current; atomic conversion released in v0.6.4.
Limitation
An order status does not reserve stock or approve credit.
Confidence and date
high · 2026-07-14

Configurable operating design

Lines, totals, taxes, and adjustments

Calculate an auditable document amount.

Current record or mechanism
Line and document calculators handle net, gross, tax, discount, surcharge, shipping, adjustments, returns, and hooks.
Operator UI
Order/quote editing and totals surfaces.
API, command, or event
Calculation services, commands, events, and integration coverage.
Configuration
Unit snapshots, quantity precision, tax-inclusive/exclusive mode, adjustment order, currency, rates, rounding, override and approval.
External dependency
Catalog pricing and approved finance/tax rules.
System of record
Approved commercial calculation policy.
Business owner
Finance/tax authority and commercial owner.
Acceptance evidence
Golden net/gross, tax, discount, surcharge, shipping, return, currency, and rounding scenarios reconcile exactly.
Exception and recovery
Any unexplained difference blocks release.
Release status
Released mechanisms plus current hardening.
Limitation
Calculation code does not prove tax correctness, legal invoicing, or margin policy.
Confidence and date
high · 2026-07-14

Configurable operating design

Status, approval, and editing guards

Control who may move a document and what changes are allowed.

Current record or mechanism
Status dictionaries, permission features, editing guards, optimistic locking, history, undo, and events.
Operator UI
Order and quote status/edit controls.
API, command, or event
Scoped commands and APIs with access and concurrency tests.
Configuration
Allowed transitions, approver, segregation, backwards moves, terminal states, side effects, overrides, audit, rollback.
External dependency
Organization roles and operating policy.
System of record
Approved state machine and authority matrix.
Business owner
Commercial control owner.
Acceptance evidence
Unauthorized, wrong-scope, stale-version, backwards, override, and terminal-state cases are denied or bounded.
Exception and recovery
Permission names are vocabulary, not a complete approval workflow.
Release status
Atomic and locking hardening released in v0.6.4.
Limitation
No universal multi-level approval or fraud-control suite is established.
Confidence and date
high · 2026-07-14

Integration required

Shipment record and carrier handoff

Record fulfillment quantities and coordinate delivery.

Current record or mechanism
Shipment and item records hold method, address, status, quantities, tracking, and adjustments.
Operator UI
Shipment operations inside sales document surfaces.
API, command, or event
Shipment API, commands, events, and quantity tests.
Configuration
Availability source, allocation, pick/pack, partial shipment, over-shipment, delivery states, cancellation, return.
External dependency
Warehouse or inventory process plus configured shipping-carrier adapter for booking, labels, tracking, and webhooks.
System of record
Named fulfillment and carrier systems.
Business owner
Fulfillment and logistics owner.
Acceptance evidence
Partial, excess, timeout, replay, stale tracking, cancellation, delivery, and reconciliation cases pass.
Exception and recovery
A shipment row does not pick, pack, book, label, move stock, or deliver goods.
Release status
Sales shipment record released; carrier execution depends on provider.
Limitation
No first-party WMS or inventory module is established in reviewed core.
Confidence and date
high · 2026-07-14

Integration required

Payment record, gateway, and Checkout

Record and reconcile commercial payment state.

Current record or mechanism
Sales payment and allocation records hold amount, currency, status, captured/refunded amounts, references, timestamps, method, and order/invoice allocation.
Operator UI
Payment operations in sales documents; Pay Links are a separate Checkout journey.
API, command, or event
Sales payment APIs plus separate gateway adapter, transaction, status, and webhook hub.
Configuration
Provider, credential, idempotency, webhook, duplicate, settlement, capture, refund, chargeback, failure, timeout, reconciliation.
External dependency
Payment provider package and Checkout when public payment is required.
System of record
Provider ledger for money movement; sales record for application state.
Business owner
Payments and finance owner.
Acceptance evidence
Authorize/capture/refund, timeout, webhook replay, duplicate, partial, chargeback, settlement, and mismatch cases reconcile.
Exception and recovery
A manually recorded payment does not prove funds moved.
Release status
Checkout/Pay Links released in v0.4.9; sales and provider paths reviewed separately.
Limitation
Provider availability, settlement, disputes, and accounting remain external responsibilities.
Confidence and date
high · 2026-07-14

Configurable operating design

Return and downstream effects

Record returned quantities and negative adjustments.

Current record or mechanism
Return and line records, remaining/shipped quantity guards, adjustments, commands, events, and tests.
Operator UI
Return operations are part of current sales surfaces; exact edit/delete operator coverage must be checked.
API, command, or event
Create/list released; edit/delete present in current source after the latest tag.
Configuration
Eligibility, reason, quantity, physical receipt, inspection, restock, refund, credit, tax, disposition, reconciliation.
External dependency
Fulfillment, payment, accounting, and carrier return processes where applicable.
System of record
Named return authority and external handoff systems.
Business owner
Returns and finance owner.
Acceptance evidence
Partial, duplicate, excessive, concurrent, physical mismatch, refund, credit, and reconciliation cases pass.
Exception and recovery
A return row does not receive goods, restock, refund, issue credit, correct tax, or post accounting.
Release status
Returns released in v0.4.8; edit/delete remain current-source evidence.
Limitation
End-to-end reverse logistics is project-specific.
Confidence and date
high · 2026-07-14

Available mechanism

Invoice and credit memo records

Represent billing and correction documents.

Current record or mechanism
Entities, lines, commands, authenticated CRUD APIs, events, custom fields, and integration tests.
Operator UI
No dedicated first-party invoice or credit-memo list/detail pages were found in the reviewed backend tree.
API, command, or event
Current invoice and credit-memo CRUD APIs and events.
Configuration
Country rules, numbering, mandatory fields, PDF, delivery, correction chain, archive, access, retention, audit.
External dependency
External fiscal/e-invoicing and accounting systems where required.
System of record
Named fiscal and accounting system; Open Mercato record role documented.
Business owner
Finance, tax, and accounting owner.
Acceptance evidence
CRUD, wrong-scope, mandatory-field, numbering, correction, delivery, archive, export, and reconciliation cases pass.
Exception and recovery
API and entity availability do not establish a complete operator journey or legally compliant invoice.
Release status
Invoice and credit-memo mechanisms released in v0.5.0; current source reviewed.
Limitation
KSeF, fiscal submission, general ledger, tax filing, revenue recognition, and complete accounting are not established.
Confidence and date
high · 2026-07-14

Integration required

Accounting and tax handoff

Move approved commercial facts into authoritative finance processes.

Current record or mechanism
APIs, events, exports, and integration infrastructure can form a handoff.
Operator UI
No complete first-party general-ledger or tax-filing operator journey established.
API, command, or event
Project-specific connector contract.
Configuration
Posting policy, account mapping, fiscal ids, tax dates, corrections, currency, evidence, retries, cut-off.
External dependency
Accounting, tax, fiscal, or KSeF provider.
System of record
Named finance system of record.
Business owner
Finance and tax authority.
Acceptance evidence
Golden postings, period cut-off, duplicate, retry, correction, rejected submission, and reconciliation pass.
Exception and recovery
No provider or legal path means stop, not a manual assumption.
Release status
Integration project; not a core release claim.
Limitation
External legal and accounting correctness remains outside the sales record.
Confidence and date
high · 2026-07-14

Custom project work

Reconciliation and exception control

Prove that records and external effects agree.

Current record or mechanism
Identifiers, allocations, events, history, exports, and integration patterns provide building blocks.
Operator UI
Project-specific operational views and reports.
API, command, or event
Project-specific comparison, retry, and repair commands.
Configuration
Authoritative side, cadence, tolerances, ownership, duplicate policy, repair authority, evidence retention.
External dependency
Every money, goods, fiscal, and external-system boundary.
System of record
Named reconciliation ledger or evidence store.
Business owner
Operations control owner.
Acceptance evidence
Partial, duplicate, missing, delayed, conflicting, replayed, and manually repaired records remain visible and auditable.
Exception and recovery
Any unexplained mismatch stops close or go-live.
Release status
Project method, not a shipped end-to-end suite.
Limitation
Tests and events do not replace operating reconciliation.
Confidence and date
high · 2026-07-14

Configurable operating design

Retention, support, and day-two operation

Keep the process supportable, auditable, and removable.

Current record or mechanism
Document history, soft deletion, events, exports, roles, and operational infrastructure provide inputs.
Operator UI
Existing operational document surfaces; project-specific support tooling.
API, command, or event
Current APIs plus project runbooks and evidence stores.
Configuration
Retention, deletion, archive, access review, monitoring, alerts, recovery, support, upgrade, decommission.
External dependency
Hosting, security, team, recovery, and supplier contracts.
System of record
Named evidence, archive, and support systems.
Business owner
Service owner and records owner.
Acceptance evidence
Recovery, export, retention, deletion, access review, alert, support, upgrade, and exit exercises pass.
Exception and recovery
No operating steward or recovery evidence stops go-live.
Release status
Deployment-specific.
Limitation
Repository mechanisms do not guarantee production operation or support.
Confidence and date
high · 2026-07-14

Not established in the reviewed evidence

This is a separate evidence conclusion, not a fifth capability state and not a claim that custom, optional, provider, or future code can never supply the function.

  • stock reservation
  • warehouse execution
  • production planning
  • procurement
  • general ledger and complete accounting
  • country-specific fiscal invoicing
  • KSeF submission
  • revenue recognition
  • tax filing
  • chargeback operations
  • universal CPQ and approval suite

A record is not the external action

What the application can record versus what still needs external proof
Recorded mechanismDoes not prove
Payment statusFunds moved through provider-side authorization, capture, settlement, refund, or chargeback
Shipment statusAllocation, pick, pack, carrier booking, label, stock movement, or delivery
Return recordPhysical receipt, inspection, restock, refund, credit, or tax correction
Invoice recordLegally compliant PDF/e-invoice, fiscal submission, delivery, posting, or archive
Tax totalJurisdiction determination, tax advice, filing, or correctness
Order statusCredit approval, stock reservation, fulfillment, or revenue recognition
Event emittedSubscriber completion or external side effect
API availableA complete operator journey, provider integration, or accepted business process

Seven manager decisions

  1. 1

    Commercial outcome

    Define the customer promise, document purpose, success evidence, and explicit exclusions.

  2. 2

    Document path

    Choose direct quote, direct order, quote conversion, allowed transitions, ownership, and duplicate policy.

  3. 3

    Pricing and tax policy

    Name catalog, price, unit, currency, tax, adjustment, rounding, override, and golden-case authority.

  4. 4

    Approval and access

    Define actor, approver, organization scope, segregation, terminal states, audit, override, and rollback.

  5. 5

    Payment and fulfillment boundaries

    Separate records from provider, carrier, warehouse, inventory, money, and goods effects.

  6. 6

    Exceptions and reconciliation

    Define identifiers, idempotency, retry, partial results, mismatch tolerance, repair authority, and evidence.

  7. 7

    Operations and retention

    Assign service targets, monitoring, support, archive, recovery, upgrades, decommission, and day-two owners.

Two hypothetical operating scenarios

Synthetic only

B2B quote with partial fulfillment

The worksheet example exposes configuration, provider or custom dependency, exception, reconciliation, measurable evidence, and a stop when the external boundary is unowned. It contains no real parties, products, prices, rates, document numbers, or provider promises.

Synthetic only

Direct service order with milestone payment

The worksheet example exposes configuration, provider or custom dependency, exception, reconciliation, measurable evidence, and a stop when the external boundary is unowned. It contains no real parties, products, prices, rates, document numbers, or provider promises.

Local planning tool

Transaction-control worksheet

Map one repeatable sales-process unit. Completeness means required planning fields are filled, not that the process, product, tax, payment, fulfillment, or deployment is approved.

Do not enter real data: Do not enter real customer, company, contact, product, price, discount, tax rate, order, invoice, payment, address, email, credential, secret, production identifier, or confidential term data.

Privacy: this page does not submit worksheet content, place it in the URL, or store it in cookies.

Required-field progress: Not started (0/23). This is not a fit score or readiness decision.
Planning row 1

Acceptance pack

1. direct quote creation

Required evidence: synthetic setup, authorized or denied actor, attempted action, expected result, prohibited side effects, scoped trace, reconciliation observation, cleanup, and named owner.

2. direct order creation

Required evidence: synthetic setup, authorized or denied actor, attempted action, expected result, prohibited side effects, scoped trace, reconciliation observation, cleanup, and named owner.

3. quote send and email failure

Required evidence: synthetic setup, authorized or denied actor, attempted action, expected result, prohibited side effects, scoped trace, reconciliation observation, cleanup, and named owner.

4. quote expiry and invalid token

Required evidence: synthetic setup, authorized or denied actor, attempted action, expected result, prohibited side effects, scoped trace, reconciliation observation, cleanup, and named owner.

5. quote acceptance and conversion

Required evidence: synthetic setup, authorized or denied actor, attempted action, expected result, prohibited side effects, scoped trace, reconciliation observation, cleanup, and named owner.

6. duplicate or concurrent acceptance

Required evidence: synthetic setup, authorized or denied actor, attempted action, expected result, prohibited side effects, scoped trace, reconciliation observation, cleanup, and named owner.

7. pricing and tax golden cases

Required evidence: synthetic setup, authorized or denied actor, attempted action, expected result, prohibited side effects, scoped trace, reconciliation observation, cleanup, and named owner.

8. invalid quantity, currency, or adjustment

Required evidence: synthetic setup, authorized or denied actor, attempted action, expected result, prohibited side effects, scoped trace, reconciliation observation, cleanup, and named owner.

9. unauthorized status or approval

Required evidence: synthetic setup, authorized or denied actor, attempted action, expected result, prohibited side effects, scoped trace, reconciliation observation, cleanup, and named owner.

10. wrong-organization access

Required evidence: synthetic setup, authorized or denied actor, attempted action, expected result, prohibited side effects, scoped trace, reconciliation observation, cleanup, and named owner.

11. partial payment and allocation

Required evidence: synthetic setup, authorized or denied actor, attempted action, expected result, prohibited side effects, scoped trace, reconciliation observation, cleanup, and named owner.

12. partial shipment and excess quantity

Required evidence: synthetic setup, authorized or denied actor, attempted action, expected result, prohibited side effects, scoped trace, reconciliation observation, cleanup, and named owner.

13. partial return and remaining quantity

Required evidence: synthetic setup, authorized or denied actor, attempted action, expected result, prohibited side effects, scoped trace, reconciliation observation, cleanup, and named owner.

14. concurrent update and optimistic lock

Required evidence: synthetic setup, authorized or denied actor, attempted action, expected result, prohibited side effects, scoped trace, reconciliation observation, cleanup, and named owner.

15. provider timeout and webhook replay

Required evidence: synthetic setup, authorized or denied actor, attempted action, expected result, prohibited side effects, scoped trace, reconciliation observation, cleanup, and named owner.

16. settlement or carrier reconciliation mismatch

Required evidence: synthetic setup, authorized or denied actor, attempted action, expected result, prohibited side effects, scoped trace, reconciliation observation, cleanup, and named owner.

17. invoice and credit-memo API scope

Required evidence: synthetic setup, authorized or denied actor, attempted action, expected result, prohibited side effects, scoped trace, reconciliation observation, cleanup, and named owner.

18. undo and document history

Required evidence: synthetic setup, authorized or denied actor, attempted action, expected result, prohibited side effects, scoped trace, reconciliation observation, cleanup, and named owner.

19. export completeness and formula safety

Required evidence: synthetic setup, authorized or denied actor, attempted action, expected result, prohibited side effects, scoped trace, reconciliation observation, cleanup, and named owner.

20. recovery and rollback

Required evidence: synthetic setup, authorized or denied actor, attempted action, expected result, prohibited side effects, scoped trace, reconciliation observation, cleanup, and named owner.

21. audit and retention evidence

Required evidence: synthetic setup, authorized or denied actor, attempted action, expected result, prohibited side effects, scoped trace, reconciliation observation, cleanup, and named owner.

Stop or choose a different starting point

  • Stop when a turnkey accounting, warehouse, or manufacturing suite is required.
  • Stop when there is no capable implementation team.
  • Stop when catalog or customer data has no owner.
  • Stop when the document path is undefined.
  • Stop when finance or tax authority is missing.
  • Stop when a legal invoice or KSeF path is unsupported.
  • Stop when payment or fulfillment provider evidence is absent.
  • Stop when reconciliation has no owner.
  • Stop when user acceptance testing has no owner.
  • Stop when day-two operation has no steward.

Limitations and evidence method

The module metadata reports quoting, ordering, fulfillment, and billing capabilities, but the reviewed first-party backend tree has dedicated order and quote pages and no dedicated invoice or credit-memo list/detail pages. Current invoice and credit-memo entities, commands, APIs, events, custom fields, and tests are described at that exact boundary.

Current validators and user-facing paths allow direct quote, direct order, and quote conversion; channel and nested lines are not universally required in create contracts. Contributor guidance is therefore not presented as mandatory runtime behavior.

This guide is not production approval, tax or legal advice, accounting assurance, inventory proof, provider availability, settlement or delivery guarantee, outcome promise, quote, timeline, support contract, or roadmap commitment.

Method, assumptions and limitations

Reviewed 14 July 2026. Product facts were checked against both the public code at the cited repository revision and official documentation. Where documentation and code differ, this guide describes behavior supported by code. Interpretations and recommendations concern implementation work, not product guarantees.

This material is not a quote, audit, certification, or legal, tax, or accounting advice. Edition, enabled modules, configuration, custom code, infrastructure, data, third-party providers, and operating practices affect the outcome.

Primary source collections: code repository, documentation, public releases.