Selling Essentials

In ERPNext's sales module, master doctypes are the fundamental structure for controlling and governing all sales-related data and processes.

Through effective use of master doctypes, organizations are able to automate sales cycles, keep customer records in sync, monitor every transaction, bill and reconcile payments in a timely manner - all to enhance client satisfaction and business growth.

  1. Customer

  2. Customer Group

  3. Sales Person

  4. Sales Partner

  5. Territory

  6. Promotional Scheme

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