Guide to the Selling Module in ERPNext

The Selling module in ERPNext helps manage all sales-related activities. This guide provides step-by-step instructions on using key Document Types (DocTypes) within the Selling module, catering to both novice and expert users.

Table of Contents

1. Customer Management
2. Sales Order Processing
3. Sales Invoices
4. Quotation Management
5. Sales Analytics
6. Delivery Note Handling

1. Customer Management

Managing details of your customers.

• Access Customer List: In the Selling module, select 'Customers'.
• Create New Customer:
• Click on 'New'.
• Input details like Customer Name, Address, and Contact Information.
• Save and submit the customer record.
• Updating Customer Information:
• Select a customer to edit their details.
• Save any changes made.

2. Sales Order Processing

Creating orders for products or services sold to customers.

• Open Sales Orders: Located under the Selling module.
• Creating a Sales Order:
• Click 'New'.
• Choose a customer and add items, quantities, and prices.
• Review, save, and submit the Sales Order.

3. Sales Invoices

Generating bills for sales transactions.

• Navigate to Sales Invoices: In the Selling module.
• Create an Invoice:
• Select 'New'.
• Link the Sales Order.
• Enter invoice details like products, quantities, and rates.
• Save and submit the invoice.

4. Quotation Management

Preparing and sending price quotes to potential customers.

• Access Quotations: Found in the Selling module.
• Creating a Quotation:
• Click 'New'.
• Add customer details and proposed products or services with rates.
• Save and send the quotation to the customer.

5. Sales Analytics

Understanding sales trends and customer behavior.

• Explore Sales Analytics: Within the Selling module.
• Analyze Sales Data:
• Utilize built-in reports and dashboards.
• Extract insights on sales performance, customer buying patterns, and product popularity.

6. Delivery Note Handling

Documenting the delivery of goods to customers.

• Go to Delivery Notes: In the Selling module.
• Create a Delivery Note:
• Choose 'New'.
• Select the associated Sales Order.
• Confirm items and quantities being delivered.
• Save and submit the note.