Introduction to the Selling Module
The ERPNext Sales Module streamlines the sales process and maximizes customer relationship management so that firms can close transactions quicker and service clients better.
Quotations: Create and send professional quotes to customers and convert them directly into sales orders.
Sales Orders: Follow orders from confirmation through delivery to simplify order fulfillment.
Invoices: Create and handle sales invoices, collect payments, and track accounts receivable.
Customer Management: Maintain entire customer details, including contact details, transaction history, and credit levels.
Reports & Analytics: Gain actionable insights on sales performance, revenue trends, and customer behavior to make smart decisions.
By automating and streamlining the selling process, the Selling Module enhances efficiency, customer satisfaction, and revenue expansion.