📈 Sales Module
From quotation to payment — streamlined sales operations
What Does the Sales Module Do?
The Sales module covers the entire order-to-cash cycle. Create professional quotations, convert them to sales orders, manage deliveries, generate GST-compliant invoices, and track payments — all linked so your accounts team always knows what's outstanding without manual follow-up.
Everything the Sales module can do for your business
Quotation & Proforma
Create branded quotations with item-level pricing, discounts, taxes, and validity periods. Convert to SO with one click.
Sales Order Management
Manage order backlog, partial deliveries, amendments, and customer-specific pricing automatically.
Delivery & Dispatch
Delivery notes linked to SOs, packing slips, and e-Way Bill generation for smooth logistics.
GST Invoicing
Tax Invoice, e-Invoice (IRP registered), Credit and Debit Notes — all GST-compliant with GSTR-1 auto-population.
Payment Collection
Payment entries, advance receipts, TDS deduction, and outstanding age analysis — collections managed in one view.
Pricing Rules
Tiered pricing, volume discounts, customer-group pricing, and promotional pricing applied automatically.
Sales Analytics
Item-wise, customer-wise, territory-wise, and rep-wise sales reports with trend analysis.
Customer Portal
Give customers self-service access to order status, invoices, and payment history.
Sales Module
See the Sales module in action inside your actual ERPNext environment.
Shorten order-to-cash cycle
Automated flow from SO to invoice to payment entry.
Reduce revenue leakage
Pricing rules prevent unauthorised discounts.
Real-time sales visibility
Live dashboards show pipeline, orders, and collections.
Better customer experience
Portal access and automated status updates reduce inbound queries.
This module works natively with:
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Ready to Implement the
Sales Module?
Book a free 30-minute demo. See it live in an ERPNext environment built for your industry.
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