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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
Is there a way to calculate price difference(margin) ofeach newly added item? 2 June 3, 2020
POS Closing voucher stuck as DRAFT 3 June 2, 2020
Standard Json format for sales order through rest api 14 June 1, 2020
How to set appropriate CRM user role permission for lead details report? 12 June 1, 2020
Non-linear item price for fixed shipping units doesn't work 24 June 1, 2020
Sales Partner's Commission calculation 1 May 31, 2020
Exotel Integration: Unable to add Exophone in ERPNext & Get Customer popup when someone called me on my Exophone 1 May 29, 2020
Online intermediary store with stock balance updating 1 May 28, 2020
Newsletter "Test" button sets schedule and then sets status to "sent" 1 May 27, 2020
Customer Queue in POS screen 1 May 26, 2020
Email templates 2 May 26, 2020
Sales Order - Could not find Production Plan Cross Reference 1 May 25, 2020
Stock quantity on hand 10 May 24, 2020
No line wise discount available 5 May 21, 2020
Item rate in sales invoice return takes the latest item price not the reference sales invoice item rate 1 May 20, 2020
Free item not set in the pricing rule 1 May 20, 2020
Webform integration 8 May 19, 2020
Colour coded dots.....and can't initiate a quote or sales order 4 May 17, 2020
Contacts with multiple customers 3 May 15, 2020
Batchwise pricing of items 5 May 14, 2020
Create chart in Report 1 May 14, 2020
Add Create Date on Lead Detail 3 May 14, 2020
Email Campaign for Leads 2 May 13, 2020
Lead Permission In CRM 3 May 8, 2020
How to setup free goods functionality in ERPNext 4 May 7, 2020
Filter by Item Group 11 May 31, 2017
Cost of item on Quotation 22 May 4, 2020
Import multiple price level to use for discount 1 May 4, 2020
Email sending needs to press send now button from email Que 3 May 2, 2020