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Read-only referentials

The Sales module shows products, categories, taxes, payment modes and measure units — but it does not own them. It reads them. This page says who holds what, and what really is decided inside Sales.

What Sales only reads

Referential Where it is managed Where it is read in Sales
Products Products module Products
Product categories Products module Products › Categories
Taxes Minlessika platform Settings › Taxes
Payment modes Minlessika platform Settings › Payment modes
Measure units Minlessika platform Settings › Measure units

These screens offer no creation, no edition, no deletion. A payment mode reads there with its Name, its Type and its Active state; a tax with its Type, its Name, its Short name and its Rate; a unit with its Type, its Short name and its Full name.

The identity of a product — name, category, nature, internal reference, bar code, packaging, description — reads the same way: the product record shows it, it does not write it.

A missing value is corrected at the source

A payment mode absent from the settlements, a tax nowhere to be found on a product, a product that does not come up in the search: the fix is made in the module or the platform that owns the referential, never in Sales.

What stays managed in Sales

Everything that belongs to trade rather than to identity belongs to the module and is written here:

Object Where it is managed What it decides
Pricing of a product Product record Fixed price or price per interval, untaxed or tax included
Taxes borne by a product Product record The taxes the product carries at sale
Reductions of a product Product record As an amount or a percentage, possibly over a period
Reductions of a category Category record The same ones, for every product of the category
Special prices per customer Product record or customer record The price granted to one given customer
Prices per point of sale Product record The price charged at one given counter
Reductions of a customer Customer record Global, on products, on categories
Exempted taxes of a customer Customer record The taxes that customer does not pay

See Price a product for sale and Create a customer and grant discounts.

The SALES.PRODUCT.WRITE right is wider than what the screens offer

The catalog of the permissions describes that right as the management of the products, of their categories and of their sale prices. In the current screens it only opens, in fact, the pricing, the taxes, the reductions and the prices of a product: the products and the categories themselves stay read-only, wherever you look at them.

What next?

Changelog

  • 1.0 (August 27, 2026): document created.