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Selling with
ERPNext Software
Automate business anytime, anywhere
Manage Order-To-Cash selling cycle
Powerful ERPNext open source
100% Customizable modules
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Sell smarter and faster with ERPNext’s fully integrated selling tools.
Full Sales Cycle Automation
Manage quotations, sales orders, and invoices in one flow.
Set flexible price lists, campaigns, and customer-specific offers.
Sales Analytics
Monitor sales performance, trends, and revenue in real time.
Customer & Supplier Management
Track parties involved in sales and procurement.
Enter customer name, select customer group, type, territory
Default ID is generated for the customer
Customer naming series can be changed from selling settings
Customer address and contact
Set default currency, price list & receivable account
Chart of accounts is the pool of ledger accounts.
It is the foundation for company's record-keeping system.
Generic account includes records of expense, equity, liability, revenue, assets.
The structural group contains sub-ledger and general ledger account.
Turn your financial report standards easier with Tridots Tech module.
Product & Pricing Management
Create flexible item bundles and pricing structures.
Create stock bundle by selecting parent item (Ex: Sofa Set)
In item table, select the bundle of items (Ex: Sofa, Hall cushion table)
Update the product bundle description & save
Product bundles are applied in sales transactions (delivery note)
Create new pricing rule & set a priority level
Define pricing rule criteria (item, customer, supplier, quantity, applies on or validity)
Select buying or selling criteria
Manage margin field (margin type, margin rate, price or discount) & save
Discounts applied in sales & purchase transactions (price list)
Enter the percentage of discount on the item
Discount of Net total & Grand total
Discount rate is mentioned in the print sales invoice
Sales Process Automation
Manage the end-to-end flow from quote to order and delivery.
Create new sales order & pull customer details from quotation
Apply quotation ID, expected delivery date
Select the warehouse to ship the order & save
Preview of printable sale order
A delivery note can be created from sales order
Create new Tax and charges template
Add title, company & tax type details
Create Tax account for each tax via Chart Of accounts
Track status of customer order
Check invoices status (partial paid, paid, pending)
Manage shipping status (delivered, cancelled, returned)
Feature
Sales Workflow
End-to-end: Lead > Quotation > Sales Order > Invoice > Delivery
Basic or external CRM integrations
Sales Analytics
Access & Flexibility
Role-based selling permissions
Driving sales efficiency with expert-built ERPNext solutions.
Customized Sales Workflow
Tailored from lead capture to invoice as per your sales process.
Real-Time Integration
Seamlessly connected with CRM, Inventory, and Accounting.
Pricing & Discount Setup
Smart configuration of pricing rules, discounts, and tax handling.
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Let Tridots Tech streamline your accounting with ERPNext’s most powerful features.
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Get the clarity you need with these commonly asked questions.
What is ERPNext Selling Module used for?
It manages the complete sales cycle — from quotation to delivery — with automation and real-time tracking.
Can ERPNext handle customer data and relationships?
Yes, it lets you manage customer details, pricing, addresses, and integrates with CRM for follow-ups.
Does ERPNext support product bundling and pricing rules?
Absolutely, you can create product bundles, set custom pricing, discounts, and apply dynamic rules.
How does ERPNext automate the sales process?
It automates quotation creation, sales order generation, delivery notes, and invoicing — all in one flow
Is the selling module linked with other business functions?
Yes, it seamlessly connects with inventory, accounts, CRM, and project modules for full visibility.
Can I apply taxes and shipping charges in sales transactions?
Yes, ERPNext lets you set tax templates, shipping costs, and apply them automatically to each sale.
Sales and shipment reports are available in real-time with custom filters, charts, and export options.
Yes, ERPNext is flexible enough to support both business-to-business and direct-to-consumer sales models.
Can ERPNext handle multiple warehouses and territories?
Yes, you can manage sales across different locations, territories, and assign default warehouses per order.
No, ERPNext follows a no-lock-in, zero hidden cost model with unlimited users and full access.
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