ERPNext CRM & Sales
What is Sales Order?
- Sales Order
- A Sales Order in ERPNext is the confirmed customer purchase order that triggers procurement, production, and delivery workflows in ERPNext.
Sales Order in the Order-to-Cash Cycle
Go to Selling → Sales Order → New. Add items, quantities, rates, delivery date, and warehouse. On submission, ERPNext reserves stock (if "Reserve Warehouse" is enabled) and creates backlog quantities for production planning and procurement.
Fulfilment Tracking
From the Sales Order, create a Pick List, Delivery Note, and Sales Invoice in sequence. ERPNext tracks the % Delivered and % Billed on the Sales Order, showing Fully Delivered, Partially Delivered, or To Deliver and Bill status.
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Related Terms
Quotation
A Quotation in ERPNext is a formal price offer sent to a Lead or Customer, listi…
Delivery Note
A Delivery Note in ERPNext records the dispatch of goods to a customer, reducing…
Sales Invoice
A Sales Invoice in ERPNext is the document sent to customers requesting payment,…
Production Plan
The Production Plan in ERPNext analyses open Sales Orders or Material Requests a…
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