Selling

Selling is the communication that happens with the customer prior to and during the sale. You might be managing all the communication yourself or you may have a small team of sales people to handle this. ERPNext helps you track the communication leading up to the sale by keeping all your documents in an organized and searchable manner.

1. Topics

1.1 Sales

  1. Quotation
  2. Sales Order
  3. Blanket Order
  4. Sales Analytics
  5. Sales Partner

1.2 Setup

  1. Selling Settings
  2. Item Price
  3. Shipping Rule
  4. Product Bundle
  5. Sales Person Target Allocation
  6. Sales Taxes and Charges Template

2. Articles

2.1 Sales

  1. Sales Persons in the Sales Transactions
  2. Request for Raw Materials from Sales Order
  3. Applying Discount
  4. Close Sales Order

2.2 Advanced

  1. Selling in Different UOM
  2. Adding Margin
  3. Amending Sales Order After Submit
  4. Drop Shipping
  5. Calculate Incentive For Sales Team

2.3 Other

  1. ERPNext For Services Organization
  2. Shipping Rule

3. Videos

3.1 Sales

  1. Customer
  2. Product Bundle
  3. Sales Cycle

3.2 Advanced

  1. Drop Ship
  2. Pricing Rule

3.3 Other

  1. Discounts
  2. Taxes