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ERPNext   Selling/CRM


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About Selling and CRM Category

Welcome to the ERPNext CRM and Selling forum. The CRM and Selling Modules in ERPNext have features like leads, quotations, campaigns, sales orders, blanket orders and more. To see a highlight of the features, visit this …

2 December 23, 2019
Two level authorizations on Sales Order? Depends on applied discount, against Pricing Rule and Item Price Max Discount 1 August 12, 2020
Additional cost not coming in print of sales quote 1 August 12, 2020
Automatically populate sales person "mapped" to the user creating Sales Order for a customer 1 August 11, 2020
How to custom doctype in Link Cards of core Modules 15 August 11, 2020
How Sales Update Frequency of selling settings works? 3 August 5, 2020
403 FORBIDDEN when submitting a sales order 1 August 4, 2020
How to sales partner create sales order 3 August 3, 2020
What is the "doctype" i should update after submitting a Sales Order? 4 August 1, 2020
SMS Center cannot sent text to all phones in Receiver List because an error in a phone number 2 July 31, 2020
Problem on Depend ON condition syntax 4 July 30, 2020
Cannot find sales_team or print its persons 1 July 29, 2020
Error on Creating New Customer on Fresh Installation of ERPNext 4 July 28, 2020
Sales charges in sales order 7 July 27, 2020
Email Campaign for Leads 5 July 25, 2020
Bug in Sales Person 8 July 23, 2020
Item categories list show on POS screen 4 July 22, 2020
Change Delivery Date when moving Sales Order around Calendar 1 July 21, 2020
Instagram, Facebook & WhatsApp API 3 July 19, 2020
[Proposal] Issues with automatic contact creation for incoming e-mails 8 July 17, 2020
Alternative item in delivery note 1 July 15, 2020
Price calculation by table 1 July 15, 2020
Free items after certain qty of purchase 6 July 4, 2020
Customer Acquisition and Loyalty unable to fetch customer name 1 July 4, 2020
Email trigger issue 9 July 4, 2020
Sales Orders list Linked Material Requests, but Material Request Don't List Linked Sales Orders 1 June 30, 2020
V12 POS Closing Voucher 2 June 26, 2020
POS Closing voucher stuck as DRAFT 4 June 26, 2020
Insert lead id and lead name in email template subject line 3 June 25, 2020
Multiple shipping addresses in one sales order 2 June 24, 2020