Skip to main content

​
Overview

The Selling module handles the complete sales cycle from quotation to delivery. It helps you manage customers, create sales orders, track deliveries, and analyze sales performance.

​
Key Features

​
Customer Management

Build and maintain strong customer relationships:

Customer Database

  • Contact information
  • Credit limits
  • Payment terms
  • Customer groups

Customer Portal

Customers can view orders, invoices, and make payments online

​
Core Doctypes

The backbone of the sales process - customer orders for goods or services.
# From sales_order.py
class SalesOrder(SellingController):
    status: Literal[
        "Draft",
        "To Deliver and Bill",
        "To Bill",
        "To Deliver",
        "Completed",
        "Cancelled",
        "Closed",
        "On Hold"
    ]
    billing_status: Literal[
        "Not Billed",
        "Fully Billed",
        "Partly Billed",
        "Closed"
    ]
Key Features:
  • Multi-item ordering
  • Partial delivery and billing
  • Delivery date tracking
  • Reservation of stock
  • Credit limit checking
  • Production planning integration
  • Drop shipping support
Sales orders automatically check stock availability and can trigger production or purchase based on settings.
Send professional quotes to customers and prospects.Features:
  • Multiple items and pricing tiers
  • Valid until date
  • Terms and conditions
  • Print designer templates
  • Email directly to customer
  • Convert to Sales Order
  • Track quotation status (Sent, Ordered, Lost)
Lost Quotation Analysis:
  • Track lost reasons
  • Competitor information
  • Lost quotation reports
Record goods shipped to customers.Capabilities:
  • Batch and serial number tracking
  • Barcode scanning
  • Print packing slips
  • E-way bill generation
  • Installation note creation
  • Return handling
Impact:
  • Reduces stock levels
  • Updates sales order status
  • Creates accounting entries (if perpetual inventory)
  • Triggers invoicing workflow
Bill customers and record revenue.Features:
  • POS mode for retail
  • Multiple payment modes
  • Advance payment allocation
  • Payment request generation
  • E-invoicing
  • Credit note/debit note
  • Installment invoicing
  • Deferred revenue booking

​
Quotation to Sales Order Flow

1

Create Quotation

Generate quote with items, pricing, and terms
2

Send to Customer

Email quotation or share via customer portal
3

Follow Up

Track quotation status and follow up
4

Convert to Sales Order

One-click conversion when customer accepts

​
Pricing and Discounts

​
Pricing Rules

Create flexible pricing rules for different scenarios:

Customer-Based

  • Customer-wise pricing
  • Customer group discounts
  • Territory-based pricing

Product-Based

  • Item-wise pricing
  • Item group discounts
  • Brand-based pricing

Quantity-Based

  • Volume discounts
  • Tiered pricing
  • Bundle pricing

Promotional

  • Time-bound offers
  • Campaign pricing
  • Seasonal discounts

​
Price Lists

Manage multiple price lists:
  • Standard Selling: Default customer prices
  • Retail: POS and walk-in customers
  • Wholesale: Bulk buyers
  • Export: International customers
  • Campaign-specific: Promotional pricing
Pricing rules can be combined, and the system automatically applies the best price for the customer.

​
Product Bundle

Sell multiple items as a single product: Use Cases:
  • Gift sets
  • Combo offers
  • Starter kits
  • Subscription boxes
Features:
  • Define bundle components
  • Single price for bundle
  • Automatic stock handling
  • BOM integration
When a product bundle is sold, the system automatically reserves or reduces stock of component items.

​
Sales Team and Commission

Track sales performance and manage commissions:

​
Sales Team Setup

  • Assign sales persons to transactions
  • Define contribution percentage
  • Track individual performance
  • Calculate commissions automatically

​
Commission Structure

# Commission calculation
- Percentage of sales value
- Tiered commission rates
- Target-based incentives
- Product category-wise rates

​
Territory Management

Organize sales operations geographically:
  • Hierarchical structure: Country → State → City
  • Territory-wise targets: Set sales goals
  • Territory managers: Assign ownership
  • Performance tracking: Compare actual vs target

​
Sales Analytics

Gain insights into sales performance:
Visual dashboard showing:
  • Monthly/quarterly trends
  • Top customers
  • Top items
  • Territory-wise breakdown
  • Sales person performance
Detailed analysis of sales orders:
  • Pending orders
  • Delivery delays
  • Value by customer/item
  • Order aging
Track customer behavior:
  • New vs repeat customers
  • Customer lifetime value
  • Purchase frequency
  • Churn analysis

​
Sales Partner Management

Manage channel partners and distributors: Features:
  • Partner database
  • Commission tracking
  • Target allocation
  • Performance reports
  • Portal access
Partner Types:
  • Distributors
  • Retailers
  • Affiliate partners
  • Sales agents

​
Point of Sale (POS)

Retail sales interface for quick billing:

Quick Billing

  • Fast item selection
  • Barcode scanning
  • Quick payment
  • Receipt printing

POS Features

  • Multiple payment modes
  • Cash management
  • Offline mode
  • Customer lookup

​
POS Invoice Workflow

  1. Select items: Scan barcode or search
  2. Apply discounts: Automatic pricing rules
  3. Collect payment: Cash, card, or multiple modes
  4. Print receipt: Instant receipt generation
  5. Submit: Auto-submit and update stock
POS mode can work offline and sync transactions when connectivity is restored.

​
Installation Note

Track product installation at customer sites:
  • Link to delivery note
  • Installation date and time
  • Customer acceptance
  • Serial numbers installed
  • Installation team details

​
Item-wise Sales History

View complete sales history for any item:
  • Past sales transactions
  • Price trends
  • Customer list
  • Quantity patterns
  • Seasonal trends

​
Selling Settings

Customize module behavior:
SettingDescription
Customer NamingAuto or manual naming
Campaign RequiredMake campaign mandatory
SO RequiredRequire sales order for delivery
DN RequiredRequire delivery note for invoice
Default Customer GroupAuto-assign group
Close OpportunityAuto-close on quotation
Default Valid UntilQuotation validity days

​
Credit Management

Control customer credit exposure:

​
Credit Limit Setup

  • Customer-wise limits
  • Customer group limits
  • Credit days/period
  • Grace period

​
Credit Control

System prevents order submission if credit limit is exceeded, with option to override based on permissions.
Actions:
  • Warning on exceeding limit
  • Stop transactions
  • Bypass based on role

​
Blanket Orders

Manage rate contracts with customers:
  • Annual agreements
  • Fixed pricing for period
  • Maximum quantity limits
  • Order against contract

​
Payment Terms

Define flexible payment schedules:
  • Payment terms template: Reusable terms
  • Milestone-based: Payment on milestones
  • Installments: Split into multiple payments
  • Advance + balance: Partial advance payment

​
Key Workflows

​
Standard Sales Flow

​
Make-to-Order Flow

The selling module integrates with CRM for lead-to-order conversion and with manufacturing for make-to-order scenarios.

Build docs developers (and LLMs) love

Get started for freeTalk to us