ERPNext Sales
The sales side of an ERP: quotes and pricing, order processing, customer and account management, post-sale service, and sales reporting on shared master data.
ERPNext provides solid sales functionality covering most mid-market requirements. It is not a core differentiator, but it handles standard workflows effectively.
The sales scope ERPNext ships, grouped as the product itself organises it.
Customer Management5
The customer master record and credit-limit controls that consolidate a party's sales history under one reference.
- CustomerThe master record for a buyer, holding billing details, payment terms, credit limits and linked contacts/addresses.
- Customer Credit LimitA per-company/currency cap on how much outstanding credit a customer may carry.
- Industry TypeA reference list of industries used to classify customers and leads.
- Party Specific ItemRestricts which items are visible/sellable to a specific customer or customer group.
Will ERPNext meet your customer management needs? Build your requirements and perform a full analysis.
Build my requirements →Leads & Opportunities7
Capturing inbound leads and qualifying them into sales opportunities with a value and probability.
- LeadAn unqualified contact or organization that has shown interest, tracked before becoming an opportunity/customer.
- OpportunityA qualified sales prospect with an estimated value, items of interest and a sales stage/probability.
- Sales StageA named step (e.g. Qualification, Proposal) in the pipeline used to track opportunity progress.
- CompetitorA tracked competing vendor, recorded against opportunities that are contested.
- Opportunity TypeA category (e.g. New Business, Renewal) used to classify opportunities.
- LeadAn unqualified contact or organization that has shown interest, tracked before becoming an opportunity/customer.
- OpportunityA qualified sales prospect with an estimated value, items of interest and a sales stage/probability.
- Sales StageA named step (e.g. Qualification, Proposal) in the pipeline used to track opportunity progress.
- CompetitorA tracked competing vendor, recorded against opportunities that are contested.
- Opportunity TypeA category (e.g. New Business, Renewal) used to classify opportunities.
- CRM SettingsGlobal configuration options for ERPNext's built-in CRM behaviour.
Will ERPNext meet your leads & opportunities needs? Build your requirements and perform a full analysis.
Build my requirements →Quotations & Orders4
The pre-sale-to-order document chain: quotations, proforma invoices and confirmed sales orders.
- QuotationA price offer sent to a prospect or customer prior to a confirmed order.
- Sales OrderA confirmed customer order that drives delivery, invoicing and, where needed, production planning.
- Proforma InvoiceA preliminary invoice-style document sent before goods/services are delivered, often for advance payment or customs.
Will ERPNext meet your quotations & orders needs? Build your requirements and perform a full analysis.
Build my requirements →Campaigns & Prospecting6
Marketing campaigns, email campaign schedules and prospect/company-level tracking distinct from individual leads.
- CampaignA marketing or outreach initiative that leads and opportunities can be attributed to.
- Email CampaignA scheduled sequence of emails sent to leads/contacts as part of a campaign.
- ProspectA company-level record grouping multiple leads/contacts and linked opportunities at that organization.
- Market SegmentA named segment used to classify prospects or leads for targeting.
- CRM NoteA free-text note attached to a lead, opportunity or other CRM record.
Will ERPNext meet your campaigns & prospecting needs? Build your requirements and perform a full analysis.
Build my requirements →Product Bundles2
Kits that group several items to be sold and delivered together under one sales line.
- Product BundleDefines a set of individual items sold together as one bundled sales item.
Will ERPNext meet your product bundles needs? Build your requirements and perform a full analysis.
Build my requirements →Appointments & Contracts5
Customer-facing appointment booking with configurable slots, and contracts with fulfilment checklists.
- AppointmentA scheduled meeting booked with a lead or contact, optionally via a public booking page.
- Appointment Booking SettingsConfigures the public appointment-booking page's available time slots and rules.
- ContractA legal agreement with a party, tracked with a fulfilment checklist of its terms.
- Contract TemplateA reusable contract wording and fulfilment-terms template.
Will ERPNext meet your appointments & contracts needs? Build your requirements and perform a full analysis.
Build my requirements →Installation & Delivery Scheduling3
Tracking on-site installation of sold goods and scheduled delivery dates.
- Installation NoteA record confirming on-site installation of delivered goods at the customer's premises.
- Delivery Schedule ItemA line item specifying an agreed delivery date/quantity within a sales document.
Will ERPNext meet your installation & delivery scheduling needs? Build your requirements and perform a full analysis.
Build my requirements →Sales Teams & Partners4
Sales-person/partner assignment and commission-share tracking on sales documents.
- Sales TeamThe list of sales people and their percentage contribution/commission on a sales document.
- Sales Partner TypeA category (e.g. dealer, distributor) used to classify external sales partners.
- SMS CenterA tool for sending bulk SMS messages to customers, leads or contacts from within ERPNext.
Will ERPNext meet your sales teams & partners needs? Build your requirements and perform a full analysis.
Build my requirements →Blanket Orders & Sales Forecasting3
Long-term customer commitments (blanket orders) and sales forecasts that feed the production plan.
- Blanket OrderA long-term agreement with a customer or supplier for a total quantity, released via individual orders over time.
- Sales ForecastA projected future sales quantity per item used as an input to production planning.
Will ERPNext meet your blanket orders & sales forecasting needs? Build your requirements and perform a full analysis.
Build my requirements →Pricing & UOM5
Price lists and unit-of-measure conversion rules used across stock and sales/purchase transactions.
- Price ListA named list of item prices (e.g. Standard Selling) that can vary by currency or customer group.
- Item PriceA specific price for an item on a given price list, optionally scoped by UOM or party.
- UOM CategoryGroups units of measure that can be converted to one another (e.g. weight units).
- Price List CountryRestricts a price list to be usable only for buyers in specific countries.
Will ERPNext meet your pricing & uom needs? Build your requirements and perform a full analysis.
Build my requirements →Point of Sale9
Retail point-of-sale profiles, shifts and opening/closing cash entries built on top of the invoicing engine.
- POS ProfilePer-terminal/store defaults (warehouse, price list, payment methods) for point-of-sale invoicing.
- POS Opening EntryRecords the opening cash balance when a POS shift begins.
- POS Closing EntryReconciles cash and card takings against POS invoices at the end of a shift.
- POS SettingsGlobal configuration for point-of-sale behaviour.
- Cashier ClosingA per-cashier cash-up record summarizing payments taken during a shift.
- POS ProfilePer-terminal/store defaults (warehouse, price list, payment methods) for point-of-sale invoicing.
- POS Opening EntryRecords the opening cash balance when a POS shift begins.
- POS Closing EntryReconciles cash and card takings against POS invoices at the end of a shift.
- POS SettingsGlobal configuration for point-of-sale behaviour.
- Cashier ClosingA per-cashier cash-up record summarizing payments taken during a shift.
- POS ShiftDefines the working shift a cashier is operating under for a POS session.
- POS Customer GroupRestricts a POS profile to a specific customer group by default.
- POS ReservationsReserves stock against a POS order before final invoicing, e.g. for restaurant/retail holds.
Will ERPNext meet your point of sale needs? Build your requirements and perform a full analysis.
Build my requirements →Loyalty & Pricing Rules5
Customer loyalty point programs, discount coupon codes and conditional pricing rules.
- Loyalty ProgramDefines point-earning rules and redemption rates for a customer loyalty scheme.
- Loyalty Point EntryA ledger entry recording loyalty points earned or redeemed on a transaction.
- Pricing RuleConditional discount or pricing logic applied automatically to matching sales/purchase transactions.
- Coupon CodeA redeemable code that applies a linked pricing rule at checkout.
Will ERPNext meet your loyalty & pricing rules needs? Build your requirements and perform a full analysis.
Build my requirements →ERPNext Sales screens
What sales actually looks like in ERPNext.
The ERPNext Evaluation Kit
An independent assessment of ERPNext — strengths, gaps and real pricing — plus a requirements template you can score its sales against alongside every other system on your shortlist.
ERPNext Evaluation Kit
2026 Edition · PDF guide + XLSX template
ERP Research
- Buyer's guide (PDF): ERPNext independently assessed — where it is strong, where it is not, and what it actually costs
- Requirements template (XLSX): weight your requirements and score vendors side by side
- Structured by module, so sales sits alongside the rest of your scope
- The questions to put to the vendor and to implementation partners
ERPNext Evaluation Kit
ERPNext add-ons & integrations
Extend ERPNext with best-of-breed software that integrates with it:
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Sales — strength by vendor
| Vendor | Strength | Best for | Starting price | Implementation | Actions |
|---|---|---|---|---|---|
 | ★★★ strong | Fast-growing mid-market companies wanting unified cloud ERP | $99/user/mo | 4–9 months | |
 | ★★★ strong | Mid-to-large companies in the Microsoft ecosystem | $50/user/mo | 6–14 months | |
 | ★★★ strong | Midsize companies wanting unlimited users and flexible cloud ERP | Custom | 4–8 months | |
 | ★★★ strong | Process manufacturers (food, chemicals, pharma) needing batch/formula control | Custom | 8–15 months | |
 | ★★★ strong | Small businesses and startups wanting affordable, modular ERP | $24.90/user/mo | 1–4 months | |
 | ★★★ strong | Professional services firms already on Salesforce | $100/user/mo | 3–7 months | |
 | ★★★ strong | Manufacturers and distributors already on Salesforce wanting native ERP | $150/user/mo | 4–8 months | |
 | ★★ moderate | Mid-market and standardised enterprises wanting fast time-to-value | $180/user/mo | 3–6 months |
Evaluating sales on ERPNext
What to put in front of the vendor before you commit.
- 1Order processing depth: allocation, backorders, partial shipments, returns
- 2Pricing sophistication — contract, volume and margin-based discount approval
- 3Quote-to-order workflow automation and real-time stock visibility
- 4How much customer management the module really has, versus needing Salesforce or HubSpot alongside it
- 5Customer self-service portal capabilities
ERPNext starts at $0 (self-hosted) with a typical total cost of $0–$30K and a 1–3 months implementation.
Full ERPNext pricing breakdown →Need help evaluating ERPNext sales?
Tell us what you need it to do and we'll help you work out whether ERPNext is the right fit — and which partners have done it before.
ERPNext Sales FAQ
Does ERPNext include a built-in CRM?
Yes. ERPNext ships pre-sales pipeline tracking — leads, opportunities, campaigns, and prospects — built into the same system as accounting and inventory, rather than requiring a separate CRM product or integration.
Can ERPNext track sales leads and opportunities?
Yes. ERPNext captures inbound leads and lets you qualify them into sales opportunities with an estimated value and probability, feeding directly into quotations and sales orders once a deal is won.
Does ERPNext support marketing campaigns?
Yes. ERPNext lets you schedule marketing campaigns and email campaigns, and track prospects and companies at a level distinct from individual leads, as part of its CRM area.
Can ERPNext apply loyalty points or discount coupons?
Yes. ERPNext supports customer loyalty point programs, discount coupon codes, and conditional pricing rules that can be applied automatically at the point of sale or on a sales order.
Does ERPNext manage customer appointments and service contracts?
Yes. ERPNext supports customer-facing appointment booking with configurable time slots, along with contracts that carry fulfilment checklists, alongside its core quotation-to-cash workflow.
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