Lead-to-cash

The automatic path from CRM lead to posted journal entries, plus honest gaps.

The path

Each step can advance automatically when status changes, instead of re-keying figures into the next screen:

1. Lead: CRM pipeline
2. Won: stage marked won
3. Quotation: draft sales order
4. Sales order: confirmed
5. Invoice: draft, then posted
6. Journal entries: balanced double-entry

Purchasing mirrors the idea: confirm a purchase order and a vendor bill is drafted against it.

What is automatic

Conversion between stages is event-driven inside the installed addons (crm, sale_crm, sale, account). Exact triggers depend on which apps are installed.

What is genuinely missing

• Taxes: no tax engine on any document.
• Payments: invoices carry a payment status, but nothing registers a payment or reconciles a bank statement.
• Order totals: sales order amounts are stored, not yet computed from their lines.
• Inventory: no stock, warehouses or manufacturing.
• Reports: operational CSV/PDF export on enabled views (CRM leads by default). Financial statement PDFs are not shipped yet.
• Tests: the business addons have no automated test suite.

Next step

Continue with Contacts & CRM or Sales & invoicing.

What not to do

• Do not assume posted invoices imply payments or bank reconciliation.
• Do not skip reading the gaps list before a demo to stakeholders.

Sumeru is pre-alpha (no tagged release, no upgrades). Part of Project Meru.