SalesPack Extension: Remaining Quantity Tracking

[vps]

Hello EspoCRM Team,

we would like to suggest a feature request regarding Sales Orders and Invoices in the Sales Pack.

Use case:
A Sales Order is created with a fixed service contingent (e.g. 200 person days). Over time, multiple invoices are created, each billing part of this contingent.

What is currently missing is a built-in way to:

• Automatically track how much of the ordered quantity has already been invoiced
• Display the remaining quantity/contingent directly on the Sales Order
• Optionally warn or block invoicing if the contingent is exceeded

This functionality is essential for companies selling services, retainers, or project-based contingents and would be useful for many EspoCRM users, not only for physical products.

Suggested behavior:

• Sales Order shows: Ordered Quantity, Invoiced Quantity, Remaining Quantity
• Values are calculated automatically based on related Invoices / Invoice Items

At the moment this can only be achieved via custom logic or workarounds (e.g. Inventory Management), which is not ideal for this type of use case.

We believe this would be a very valuable addition to the Sales Pack.

Best regards ,
Lukas

[yuri]

Hi,

I don't think I fully understand. The Sales Order tracks quantity using the Inventory Management functionality, which is an industry standard approach, not a workaround. The Invoice feature is not tied to the Inventory Management which is a common and logical approach.

Maybe the feature you need is better to be described as a Quota feature?

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Tracking sales can be achieved with reporting. Sales reports are planned for the future release. Maybe if we could pull the report data using formula functions, it would give more possibilities for implementation.