What Happens If a Sale Tries to Move to the Next Phase with an Empty Line-Items Field?

In Jestor's sales template, if the team tries to move a sale to the next phase without any product added as a line item, the system blocks the action and shows the error "sale with empty sale items."

Why this validation exists

A sale with no items attached has nothing to be charged or delivered. Letting that kind of record move forward in the pipeline would generate incomplete proposals and invoices, with no defined product or amount.

How this rule works in practice

The sale's items field is validated before changing phase
If it's empty, the card doesn't move and the error message shows up
Just add at least one item to unblock the move
The rule applies to any phase transition that requires filled-in items

How to fix a sale with no items in Jestor

Open the card for the sale that showed the error
Go to the sale's items and products section
Add at least one product or service
Try moving the phase again — the card proceeds normally

Process automation with automatic validations

This kind of automatic validation prevents fill-in errors from reaching the proposal's PDF generation or the invoicing step, reducing manual review rework across the sales funnel in Jestor.

Table Summary

Situation	What Jestor does
Sale with no items at all	Blocks the phase move and shows an error
Sale with at least one item	Allows the move normally
Error fixed	Card moves along the pipeline with no issues

Video Tutorial: Step by Step

Video: Sales Force System — video tutorial showing this feature in practice, right inside the Jestor interface.

Frequently Asked Questions

Can I save a sale with no items, as long as I don't move the phase? Yes, you can save it as a draft, but the phase move is blocked until there are items.

Can this validation be turned off? The template's default rule blocks the move, ensuring pipeline consistency.

At what exact moment does the error show up? It shows up when trying to change the sale's phase on jestor.com, not just when saving the record.

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