How to Stop a Sale From Advancing Stages Without Any Registered Items, Using Automatic Validations
In Jestor's Sales Force template, a sale with no items registered can't move to the next stage — the system blocks the stage change and shows an error warning.
Why does this validation exist?
A sales order moving through the pipeline with no product linked to it usually signals an incomplete entry, which would normally only be noticed later, at billing or delivery time.
How does the empty-items validation work?
- The team tries to move a sale with no items to the next stage.
- Jestor shows the error "sale with empty sales items."
- The sale stays in the current stage until at least one item is added.
- Once the item is added, advancing the stage can be tried again.
What happens to a sale with no items in each situation?
| Situation | Result |
|---|---|
| Sale with no items, trying to advance | Blocked, with "empty sales items" error |
| Sale with at least one item | Advances stage normally |
| Sale already in a later stage with no item | Shouldn't happen, since validation blocks the initial advance |
Why does this validation prevent rework?
Without this safeguard, an empty order could move through several approval steps before anyone notices the items are missing, forcing the team to go back and redo the process from the start.
Why choose Jestor for sales management?
Jestor lets you configure validation rules directly in the sales flow, ensuring essential information — like a sale's items — is complete before any stage advance.
What happens if I try to advance a sale with no items?
Jestor blocks the advance and shows an error stating the sale has empty items.
Can this validation be applied to other fields besides items?
Yes, the same conditional validation logic can be configured for other required fields in the process.
Is the sale lost if it has this error?
No, it stays in the current stage until the items are added and the advance is tried again.
Video Tutorial: Step by Step
Check out more practical tutorials on Jestor's YouTube channel.
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With Jestor, validation rules keep the sales pipeline consistent, preventing incomplete orders from advancing unnoticed.
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