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Sales, Simplified — From First Quote to Final Invoice

Our Sales Management module is designed to empower you with robust tools that cover every stage of the sales process, from quotation to final delivery. This is achieved through:

Sell smarter, faster

Standardize your sales process from quote to cash and stay on top of targets.

Create and Send Quotations

Quickly generate professional quotations using customizable templates, and link them directly to leads or opportunities.

Sales Order Processing

Convert approved quotations into sales orders with one click to accelerate workflows and reduce manual effort.

Quotation Comparison  

Compare multiple quotations side by side for more accurate and informed sales decisions.

Price Lists and Discounts Management

Create tailored pricing for each customer or product, and activate automatic discounts or promotional offers.

Customer Profiles and History

Keep detailed records of contact information, purchase history, and preferences for every customer.

Interaction Log

Track all communications—calls, meetings, emails—to ensure consistent follow-up and relationship building.

Customer Relations and Pipeline

Customer Profiles and History

Keep detailed records of contact information, purchase history, and preferences for every customer.

Interaction Log

Track all communications—calls, meetings, emails—to ensure consistent follow-up and relationship building.

Lead and Opportunity Tracking

Capture leads, follow opportunities, and convert them into customers directly from the sales module.

Sales Pipeline Management

Visualize your sales funnel, customize stages to match your process, and generate performance reports on closed deals.

Operations and Integrations

Order Fulfillment and Delivery

Create delivery notes, packing slips, and invoices easily, with full support for partial or split shipments.

Automation and Approvals

Set up approval workflows for quotations and sales orders, and activate automatic follow-up reminders.

Integration with Inventory, Accounting, and Manufacturing

Real-time updates to stock levels, accounting entries, and production requirements.

Tax and Currency Management

Flexible tax configurations, multi-currency support, and multilingual document generation based on customer profile.

Connected Modules.
Undefined Growth

Each module work seamlessly with the rest - giving you one connected platform to manage your entire business

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Everything You Should Know About Sales Managment:

Can I issue professional quotations from the system? +

Yes. Create, customize, and send polished PDF quotes directly to clients—speeding up your sales cycle with no hassle.

Can quotations be converted into sales orders easily? +

Absolutely. Convert quotes into sales orders with a single click—no data re-entry needed, saving time and reducing errors.

Is order and sales tracking available? +

Yes. Track every order by status—from new to completed or canceled—including delivery and payment progress for full transparency.

Does ERPNext include a Point of Sale (POS) system? +

Yes. The POS works offline, supports printers and payment terminals, making it ideal for retail environments.

Can it integrate with online payment gateways? +

Yes. Supports popular gateways like PayPal, Stripe, and local options including Hyper Pay and STC Pay—making payments seamless.

Is multi-tier pricing supported? +

Yes. Customize price lists based on client type, region, currency, or season to maximize sales and margins.

Can I track sales representative performance? +

Yes. Detailed reports cover orders, total sales, conversion rates, and commissions—helping you manage and motivate your sales team.

Are promotions and discounts supported? +

Yes. Set discounts at product or invoice level with configurable start and end dates to run targeted promotions.

Is sales integrated with inventory and accounting? +

Yes. Confirmed orders update inventory levels and automatically post invoices to accounting, ensuring smooth end-to-end processing.

Is a full customer history maintained? +

Yes. Access complete records of quotes, orders, invoices, payments, and communications for a 360° view of customer relationships.