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Simplify

Selling

with ERPNext Software

  • Automate business anytime, anywhere
  • Manage Order-To-Cash selling cycle
  • Powerful ERPNext open source
  • 100% Customizable modules
Get Started

Customer & Supplier

Create and manage your customer (an individual who purchased your offerings) and supplier group with our Synergy Technology Solutions W.L.L selling module easily.

  • Enter customer name, select customer group, type, territory
  • Default ID is generated for the customer
  • Customer naming series can be changed from selling settings
  • Customer address and contact
  • Set default currency, price list & receivable account

Product Bundle

With our Selling product bundle tool, you can encourage customers by grouping several items or products and sell them at a single unit price.

  • Create stock bundle by selecting parent item (Ex: Sofa Set)
  • In item table, select the bundle of items (Ex: Sofa, Hall cushion table)
  • Update the product bundle description & save
  • Product bundles are applied in sales transactions (delivery note)

Pricing Rule

To apply any discount for items, some pricing rules or conditions are applied to enhance customer ordering preferences.

  • Create new pricing rule & set a priority level
  • Define pricing rule criteria (item, customer, supplier, quantity, applies on or validity)
  • Select buying or selling criteria
  • Manage margin field (margin type, margin rate, price or discount) & save

Sales Order

With ERPNext selling sales module, manage sales order processing flow on every customer order receiving and confirmation.

  • Create new sales order & pull customer details from quotation
  • Apply quotation ID, expected delivery date
  • Select the warehouse to ship the order & save
  • Preview of printable sale order
  • A delivery note can be created from sales order

Sales Taxes & Charges

To run a government-approved business, Taxes are applied for sales items that are contributed to the state revenue government. With ERPNext selling module, create tax and charge templates to apply faster.

  • Create new Tax and charges template
  • Add title, company & tax type details
  • Create Tax account for each tax via Chart Of accounts

Discount

With the Selling ERPNext module, you can configure product discounts over sales based on pricing rules easily.

  • Discounts applied in sales & purchase transactions (price list)
  • Enter the percentage of discount on the item
  • Discount of Net total & Grand total
  • Discount rate is mentioned in the print sales invoice

Order & Shipment Report

The selling module supports the sales order delivery to customer flow smoothly by tracking invoices and shipping status via a real-time reporting tool.

  • Track status of customer order
  • Check invoices status (partial paid, paid, pending)
  • Manage shipping status (delivered, cancelled, returned)

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With more than 250+ satisfied customers across globe, Tridots Tech, your #1 ERPNext solution provider in India, offers an all-in-one business management platform.

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