I’m just wondering if you find that ERPNext makes your job easier.
I am finding that as far as the sales and order-creation process is concerned, it makes life more complicated for me.
I started using it mainly from a sales perspective when I was looking for a CRM. I liked the fact that I could also manage inventory movement automatically when sales are made. But honestly, I find that I have to go through so many screens to make a sale, that sometimes I postpone using ERPNext because I dread it. To make one sale:
- Make Lead
- Lead contact details creation
- Make customer from lead
- Make sales order
- Make invoice
- Make payment
- Make delivery note
- Make installation note
Takes me anywhere from 10 to 30 minutes!! Here’s how I wish it worked:
- Make sales order.
(Without leaving the same screen, I can enter new customer details, payment info, delivery and installation date.)
Done.
Even to make a quotation, I have to do this:
- Make Lead
- Lead contact details creation
- Make quotation
Here’s how I would like to make a quotation:
- Make quotation
(Without leaving the same screen, I can enter the new lead details and it’s also saved as an opportunity.)