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ERPNext Sales Module

Stop Losing Deals to Slow Processes. Let ERPNext Close Them Faster.

Data Value Solutions implements ERPNext Sales for companies across Egypt and MENA — from quotation to invoice and collection, in one fully integrated system.
  • Complete sales cycle management — no Excel sheets
  • Professional quotations with one click
  • Auto-linked to inventory, accounting, and CRM
  • Egyptian ETA e-invoicing and VAT ready
MODULE INTRODUCTION

ERPNext Sales Module

A complete guide to ERPNext Sales — covering customer management, quotations, sales orders, delivery notes, sales invoices, ETA e-invoicing, and payment collection. Everything your sales team needs to close faster and your finance team needs to collect on time.

MODULE INTRODUCTION

ERPNext Sales Management for a Faster, Leaner Sales Team

Automate the entire sales cycle — from the first customer inquiry to the final invoice and payment. Eliminate data re-entry, give your sales team real-time visibility, and track every opportunity through to closure.

Comprehensive Customer Record

A single profile per customer — contact details, credit limit, payment terms, and complete transaction history.

  • Store customer data: quotations, orders, invoices, and payments
  • Link each customer to a specific price list and payment terms
  • Set a credit limit with automatic alerts when the limit is approached
  • Complete communication and transaction history in one place
CUSTOMER MANAGEMENT
Customer Record

Customer Groups

Organise customers into hierarchical groups to manage price lists and payment policies consistently across categories.

  • Create customer groups with a parent-child hierarchy
  • Assign a default price list to each group
  • View sales reports segmented by customer group
  • Deal status at the top: Won / Open / Negotiation with owner assigned
CUSTOMER MANAGEMENT
Customer Group

Customer Credit & Tax Details

Configure full customer records with credit controls, currency settings, and tax details for Egyptian VAT compliance.

  • Set default currency per customer for multi-currency transactions
  • Configure the correct tax template (VAT) for each customer
  • Link the customer to the responsible sales representative
  • Add tax details: tax registration number and billing address
CUSTOMER MANAGEMENT
Sales Register replace tax tab

Professional Quotation

Create professional quotations in seconds and send them directly to customers — convertible to a sales order with one click.

  • Create a quotation from a template or from scratch with full customisation
  • Add items with quantities, rates, discounts, and taxes
  • Send the quotation by email directly from the system using a professional template
  • Convert an accepted quotation to a sales order in one click — no re-entry
  • Track quotation status: Open / Accepted / Rejected / Expired
SALES CYCLE
Quotation

Sales Order

Record and track sales orders through to delivery with inventory controls and multi-level approval workflows.

  • Create a sales order from a quotation in one click — no data re-entry
  • Automatic stock availability check before confirming the order
  • Approval controls by order value, territory, and sales representative
  • Track delivery status: Complete / Partial / Pending
  • Auto-linked to sales invoice and payment entry
SALES CYCLE
Sales Order

Delivery Note

Record customer deliveries and update stock automatically — with accounting entries posted immediately.

  • Create a delivery note directly from the sales order
  • Record actual delivered quantities and the shipment tracking number
  • Stock levels update automatically when the delivery is saved
  • Support partial deliveries against a single sales order
  • Print delivery challan in a customisable format
SALES CYCLE
Delivery Note

Sales Invoice & Egyptian ETA E-Invoicing

Create professional invoices automatically submitted to the Egyptian ETA e-invoicing portal — no duplicate data entry.

  • Create an invoice from sales order or delivery note in one click
  • Automatic submission to the Egyptian ETA e-invoicing system
  • 14% VAT and correct tax codes applied automatically
  • Professional print templates in Arabic, English, or bilingual format
  • Accounting entry posted to Accounts Receivable immediately on save
INVOICING, PRICING & SETTINGS
ERPNext sales invoice and ETA integration

Price Lists & Tiered Discounts

Create multiple price lists and automatic quantity-based discounts that apply intelligently by customer category.

  • Different price lists per customer category, territory, or season
  • Automatic tier discounts: 5% at quantity 10+, 10% at 50+
  • Special pricing for a specific customer or item category
  • Auto-applied when selecting the customer on a transaction
  • Minimum price controls to prevent selling below cost
INVOICING, PRICING & SETTINGS
Price List

Selling Settings

Configure system behaviour for sales transactions — from default groups to stock validation rules.

  • Set default customer group and selling price list
  • Require a sales order and delivery note before allowing an invoice
  • Manage selling rates against purchase/valuation rates
  • Enable or disable selling below available stock quantity
INVOICING, PRICING & SETTINGS
Selling Settings

Payment Collection & Receivables Tracking

Track outstanding payments and record receipts automatically — linked directly to the invoice and customer.

  • Create a payment entry from the invoice directly — auto-linked to the bank account
  • Accounts receivable ageing: overdue customers by 30/60/90 days
  • Automatic payment reminder emails sent to overdue customers
  • Support partial payments with automatic balance reconciliation
  • Real-time receivables report in multiple currencies
COLLECTIONS & REPORTING
Accounts Receivable

Sales Analytics & Performance Reports

Get instant insights into sales performance — by representative, territory, item, customer, and time period.

  • Sales summary report: total sales by period, customer, and item
  • Sales representative report: performance comparison and commissions
  • Customer analysis: highest-spending customers and trends
  • Profit margin report: selling price vs. cost price by item
  • Export all reports to Excel or PDF in one click
COLLECTIONS & REPORTING
Sales Analytics

Real-Time Sales Dashboard

A live performance screen for all sales KPIs — visible to the sales team and management simultaneously.

  • Daily summary: open quotations, new orders, and today's sales
  • KPIs: quotation conversion rate and monthly target progress
  • Alerts for pending orders and delayed deliveries
  • Mobile access for field sales representatives
COLLECTIONS & REPORTING
Selling Dashboard
WHY ERPNEXT

Why Choose ERPNext for Sales Management?

Fully Digital Sales Cycle

From quotation to collection — no paper, no double entry.

ETA E-Invoicing Built-In

Invoices are submitted automatically to the Egyptian ETA system.

Real-Time Performance Visibility

Instant sales reports for your team and management on any device.

Inventory & Accounting Integration

Every invoice updates stock and posts an accounting entry automatically.

Customer Portal

Customers track their own orders and invoices independently.

Open Source — No Lock-In

Your data, your system, forever

COMPARISON TABLE

ERPNext vs. Traditional Sales Software

Feature ERPNext — Data Value Traditional Software
Sales Cycle
Quotation → Order → Delivery → Invoice — fully connected
Disconnected or partially manual
ETA & VAT
Egyptian e-invoicing built-in and automatic
Manual setup or add-on
Customer Management
Full customer card with complete transaction history
Manual entry, no context
Inventory Integration
Real-time stock check when creating orders
Manual update or no link
Discounts & Pricing
Multiple price lists and automatic tier discounts
Manual entry per deal
Reporting
Real-time sales reports on mobile
Delayed manual exports
Open Source
Yes — no per-user fees
Costly monthly subscriptions

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