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The trading plugin

The lino_xl.lib.trading plugin adds functionality for managing the sale, purchase or other kind of trading operations with products, services or other named things.

This plugin requires the products contacts and the accounting plugin. It is required by more specialized plugins like invoicing and storage.

Table of contents:

Concepts

trade voucher

A numbered voucher that has a partner as recipient and one or several lines (“items”), each of which can refer to a product.

For example, product invoices and service reports are trade vouchers.

product invoice

An legal document that describes that something (a series of invoice items) has been sold to a given customer or purchased from a given provider. The business partner can be either a private person or an organization.

trading operation

A business operation where a number of named things are being exchanged between two business partners.

customer

The business partner of a sales trading operation.

provider

The business partner of a purchase trading operation.