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Sales Module

The Sales module turns demand into quotations, orders, deliveries, invoices, collections, and after-sales follow-up. This guide mirrors the high-level structure of ERPNext's Selling documentation while staying aligned to the actual NotrinosERP sales feature set.

Section structure

Introduction - what the sales module controls and how it connects to inventory, CRM, and finance.
Setup - customers, branches, pricing, salespeople, and commercial control data.
Features - quotations, orders, deliveries, invoices, returns, agreements, dashboards, and related workflows.
Reports - KPI dashboards, performance analysis, margin review, and transaction monitoring.

Typical workflow

Complete setup so customer, branch, pricing, and credit data are ready.
Create a quotation or move directly to sales order entry, depending on your commercial process.
Deliver and invoice through the appropriate fulfillment path.
Record customer payment, allocation, return, or credit correction as needed.
Use reports and dashboards to review conversion, revenue, overdue exposure, margin, and performance.

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Connected modules

Sales depends on CRM for demand handoff, Inventory for availability and delivery, and General Ledger for receivables and revenue posting.
Pricing, discount, agreement, and commission features help control commercial policy.
Returns, credit notes, and delivery-linked warehouse activity complete the order-to-cash flow.

First-look advice

Learn the difference between quotation, order, delivery, invoice, credit note, and payment before processing live transactions.
Check customer credit status, payment terms, and location availability early so order release stays predictable.