ERPNext v16 · Selling
ERPNext Selling, from quote to cash
Quotes, orders, pricing and credit control configured so your team sells faster and finance sees every order the moment it is booked.
The ERPNext Selling flow
The standard v16 document flow we configure, test and train your team on.
- Step 1Lead
- Step 2Opportunity
- Step 3Quotation
- Step 4Sales Order
- Step 5Delivery Note
- Step 6Sales Invoice
- Step 7Payment Entry
New in ERPNext v16
- Point of Sale improvements
What we configure
Your scope decides which of these apply. Nothing is configured that you did not sign off.
- Customer and customer group master
- Quotation to Sales Order to Invoice flow
- Print formats for sales documents
- Quotation workflow with validity and terms
- Sales Order, Delivery Note and billing from delivery
- POS profiles and direct sales invoices
- Price lists by customer group, currency or channel
- Pricing rules and promotional schemes
- Approval workflow with role and amount limits
- Credit limits with block or warn behaviour
AI workers for Selling
AI Sales Desk
- Turns emails and chats into quotations
- Follows up open quotes
- Answers price and stock queries
ERPNext Selling FAQ
Can we have different prices per customer group?
Yes. Price lists can be set per customer group, currency or channel, and pricing rules handle discounts and promotions.
Can sales orders need approval?
Yes. We configure approval workflows by role and amount, such as manager sign-off above a discount threshold.
Does ERPNext support POS?
Yes. POS profiles per outlet support direct sales invoicing in retail.