ERPNext Selling & Orders
Managing customer quotations, sales orders, delivery notes, and sales invoicing.
Sales Lifecycle
The Selling module streamlines the complete order-to-cash workflow:
- Quotation: Send pricing and terms to prospective customers.
- Sales Order: Confirm customer orders, reserve stock, and set delivery deadlines.
- Delivery Note: Dispatch items from the warehouse and update stock ledgers.
- Sales Invoice: Bill the customer, record revenue, and calculate applicable sales taxes.
- Payment Receipt: Record customer settlements and adjust account balances.
Advanced Selling Tools
- Multi-currency pricing and customer price lists.
- Promotional schemes, volume discounts, and pricing rules.
- Sales partner commissions and sales team targets.