Sales & Purchase Module in ERPNext
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Optimise your business operations by tracking inventory levels, replenishing stock, and efficiently managing sales orders, customers, suppliers, shipments, deliverables, and order fulfillment all within one comprehensive open-source sales & purchase ERP solution.
Real-Time Sales & Purchases Insights
Experience the power of ERPNext, where all your critical sales and purchase data is consolidated into a single platform. Our intuitive dashboards provide a comprehensive view of key performance indicators relevant to your business processes, offering valuable insights at a glance.
With the flexibility of configurable accounting dimensions and customizable dashboards, you can now analyze every aspect of your business conveniently in one centralized location.
Product Management with Item Variants
Managing thousands of product permutations in various colors, finishes, shapes, and sizes can be a challenge for businesses.
In ERPNext, we’ve made it easy by storing the primary item as an item template and each variation as an item variant. With this organized approach, you can efficiently handle your product variants and streamline your product management process.
Product Traceability with Serial Numbers
With ERPNext’s Serialized Inventory feature, you can easily track product availability and stock across different locations in real-time.
Utilize serial numbers to monitor the entire lifecycle of an item, from procurement or manufacturing to sale and delivery. Our platform also supports barcode scanning through your device’s camera, ensuring fast search and quicker results.
Streamline Batch Management
Efficiently handle batched items with ERPNext’s integrated inventory system. Maintain crucial information such as manufacturing dates and expiration dates, allowing you to analyze item expirations and ensure quality control.
With the option to set up automatic batch naming, you can simplify your team’s workflow, focusing on procurements and sales instead of managing batch IDs
Multi-Channel Sales Integration
Connect seamlessly with popular platforms like Shopify, WooCommerce, or Amazon MWS by integrating ERPNext’s items, customers, and sales orders with third-party sales apps.
With just a simple 4-click configuration, you can streamline your sales process, making it smoother and more efficient.
Create Stunning Documents with Elegant Print Formats
Make a lasting impression with beautifully designed quotations and flawlessly formatted documents using custom print format templates in HTML or Jinja templating.
With a one-time configuration, you can ensure consistency in all your documents, showcasing your brand identity and professionalism. At Fileian’s ERPNext platform, we understand that first impressions matter, and our elegant print formats will elevate the presentation of your business documents, leaving a positive impact on your clients and partners.
Marketing with ERPNext Open-Source CRM
With Fileian’s ERPNext platform, managing your banking activities becomes a breeze. Create unlimited bank and cash accounts, and effortlessly track their opening and current balances.
Stay organized by maintaining separate bank accounts for your suppliers and customers, enabling smooth financial transactions.
Journals and Payments Management
Keep your financial records precise and error-free with our clean and crisp ledger system. Avoid mismatches when closing accounts and effectively track income and expenses, whether deferred or accrued.
Set up notifications for period closing to stay on top of your financial processes. With Fileian’s ERPNext platform, take control of your cash flow and streamline advance payments recording and reconciliation in just one go. Experience seamless journals and payments management, ensuring accuracy and efficiency in your financial operations
Efficiently Manage Accounts Receivable
Stay on top of your customer payments with our accounts receivable feature. Track the outstanding balances that customers owe for the sales invoices you’ve already sent to them.
For a smooth transition, you can easily import your existing accounts receivable details using the Opening Invoice Creation tool. With Fileian’s ERPNext platform, you can streamline your accounts receivable process and ensure timely payments, improving your cash flow and financial stability.
Enhance Customer Engagement with Customer Access
Experience seamless collaboration with your clients using Fileian’s ERPNext platform. Empower your clients to access project status, raise support issues, view invoices, and more—all in one centralized system.
With ERPNext, you can provide your customers with a full-fledged, flawless experience as they await the delivery of your services. Utilize our platform for announcements and communication, ensuring transparency and efficient client interactions. Strengthen your client relationships and elevate their experience with Fileian’s ERPNext, making your business stand out in the market.
Effortless Document Storage
Simplify project documentation with ERPNext’s seamless document storage feature. Ensure easy accessibility for everyone in your team with built-in uploading and sharing capabilities for multimedia files, including images, videos, and documents.
Whether you choose to upload files directly or use web links, our platform makes it convenient to store and access important project documents. With Fileian’s ERPNext, streamline your project management and collaboration, ensuring smooth workflows and efficient document handling for your team.
Efficient Stock Replenishment
Prevent stockouts and maintain optimal inventory levels with ERPNext’s stock replenishment feature. Track each item’s reorder level, and when the stock falls below this threshold, our platform will automatically generate a material request.
This proactive approach ensures that you replenish inventory at precisely the right time, reducing the risk of stock exhaustion and ensuring a smooth supply chain process. With Fileian’s ERPNext platform, streamline your stock management and optimize inventory control, ensuring uninterrupted operations and customer satisfaction.
Maximise Sales with Promotional Schemes
Simplify project documentation with Drive growth and profitability with promotional schemes in Fileian’s ERPNext platform. Ideal for large-scale retailers and distributors, managing discounts or margins based on rates or amounts has never been easier.
With promotional schemes, you can efficiently handle item discounts for different parties or specific conditions. These schemes automatically adjust applicable pricing rules, ensuring smooth and accurate pricing for your products. Experience the power of promotional schemes and enhance your sales strategy, attracting more customers and boosting your business success.
Streamline Vendor Management with ERPNext
Efficiently manage your vendor relationships with Fileian’s ERPNext platform. Our software offers options to warn about Requests for Quotations (RFQs) and Purchase Orders (POs) or prevent them, ensuring better control over your procurement process.
Additionally, if your supplier’s currency differs from your company currency, our software handles all exchange rates and conversions seamlessly. With ERPNext, simplify your vendor management, optimize procurement, and ensure smooth transactions with suppliers, enhancing your overall business efficiency.
Enhance Collaboration with the Supplier Portal
Optimize supplier management with Fileian’s ERPNext platform’s supplier portal. Empower your suppliers to manage themselves efficiently. Suppliers can easily submit requests for quotations and access automatic supplier quotations.
They can also view ongoing purchase orders and receipts, streamlining communication and reducing manual efforts. Suppliers can raise purchase invoices for fulfilled orders, allowing you to verify and approve them for final processing. Experience seamless collaboration with your suppliers through the supplier portal, improving transparency and efficiency in your procurement process.
Efficiently Manage Accounts Payable
Stay on top of your financial commitments with Fileian’s ERPNext platform’s accounts payable feature. Easily track how much you owe to your suppliers and monitor due dates or payment aging with the Accounts Payable report. When you make a payment, simply post a payment entry to update the records.
For a seamless transition, you can import all your existing invoices using the Opening Invoice Creation Tool. With ERPNext, streamline your accounts payable process, ensure timely payments, and maintain healthy supplier relationships, all while maintaining financial transparency and accuracy.
Seamless Multi-Currency Sales
Expand your global reach with ease using Fileian’s ERPNext platform’s multi-currency sales feature. Our online sales software simplifies managing transactions in different currencies. Send invoices and record expenses in any currency, and our system will automatically convert them to your base currency.
With ERPNext, you can effortlessly handle financial transactions and generate reports in multiple currencies, ensuring accurate and transparent financial tracking for your international operations. Embrace the power of multi-currency sales and take your business to new heights, all within a unified and user-friendly platform.
Empower Your Customisation Journey
With Fileian’s ERPNext platform’s on-the-fly customizations, the possibilities are endless. Create your own open-source sales & purchase software tailored to your unique business needs.
Effortlessly map your most important data by adding custom fields in forms, providing a personalized and efficient data structure. Customize form behavior by auto-fetching values and hiding fields based on user roles, streamlining data entry and enhancing user experience.
Accelerate Your ERP Implementation
Experience a seamless and efficient onboarding process with Fileian’s ERPNext platform. As the world’s first smart, DIY ERP, our solution empowers your organization with all the tools needed to achieve business excellence.
With comprehensive documentation and user-friendly video tutorials, ERP implementation becomes a breeze, enabling a zero-touch, super-fast setup. Transform your organization with ease, harnessing the power of our intuitive platform to streamline workflows and optimize business processes. Embrace the future of ERP implementation with Fileian’s ERPNext, unlocking new levels of efficiency and productivity for your organization.
Effortless Invoicing with Automation
Save time and effort with Fileian’s ERPNext platform’s automated invoicing feature. Say goodbye to manual renewal invoices every month. With the Subscriptions feature, invoices for subscription orders are automatically generated, streamlining your billing process.
Experience the convenience of automated invoicing, freeing up valuable time for other critical tasks. Improve efficiency and accuracy in your billing system with ERPNext, ensuring a hassle-free invoicing experience for both your team and customers.
Unified, Tracked Emails
Avoid stranding important emails by syncing your email accounts in ERPNext.
With a unified trail of all correspondence and auto-replies for incoming emails, you can count on smooth communication with all stakeholders (be it the internal project team members or external clients).
Third Party Integrations
Plug & Play Integration available with below Products
Clients & Customer Case Studies
Lets read the case studies of companies who implemented ERPNext
Top Companies Using ERPNext
Companies like Jio Financial Services, Zerodha, BlinkIt, Elastic-run are using the ERPNext for Varies Industry Operations like Manufacturing, Distribution, Retail or Services.
Check on YouTube to know more about the Case Studies
