Order Management

Sales & Purchase

End-to-end order management from quotation to delivery. Manage your entire sales cycle and procurement process with integrated inventory, pricing, and supplier management.

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Key Features

  • Quotation management
  • Sales order processing
  • Purchase orders
  • Inventory integration
  • Pricing rules
  • Supplier management

Complete Order Management

Quotations

Create professional quotations with templates, validity dates, and auto-conversion to orders.

Sales Orders

Process sales orders with inventory checks, delivery scheduling, and partial fulfillment.

Purchase Orders

Streamlined procurement with supplier quotations, approval workflows, and order tracking.

Inventory Management

Real-time stock levels, multiple warehouses, batch/serial tracking, and reorder alerts.

Pricing Rules

Flexible pricing with discounts, customer-specific rates, and promotional pricing.

Delivery Notes

Track shipments, packing slips, and delivery confirmation with customer signatures.

Purchase Receipt

Goods receipt with quality inspection, quantity verification, and automatic stock update.

Returns Management

Handle sales returns and purchase returns with stock and financial adjustments.

Integrated Business Flow

ERPNext connects your sales and purchase processes with inventory, accounting, and manufacturing for a seamless business flow. Every transaction updates stock levels and creates appropriate financial entries automatically.

  • Quote to cash automation
  • Procure to pay workflow
  • Real-time inventory updates
  • Automatic cost calculation
  • Integrated financial entries
  • Complete audit trail

Order Cycle

Complete sales cycle:

  • Lead/Opportunity
  • Quotation
  • Sales Order
  • Delivery Note
  • Sales Invoice
  • Payment Entry

Streamline Your Sales & Purchase

Contact us to learn how ERPNext Sales & Purchase can help your business.

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