Selling Overview
The Selling module in YousrERP handles all sales activities — from customer management to quotations, sales orders, invoicing, and after-sales service. It's integrated with CRM, inventory, and accounting for a seamless sales process.
Key Selling Features
- Customer Management: Maintain a complete customer database
- Quotations: Create and send professional price quotes
- Sales Orders: Process customer orders with inventory checks
- Sales Invoices: Generate invoices with proper VAT treatment
- Price Lists: Manage multiple pricing levels
- Discounts & Promotions: Apply discounts with pricing rules
- Sales Teams: Manage sales persons and track performance
- CRM Integration: Track leads and opportunities
Sales Process Flow
Related Sections
| Section | Description |
|---|---|
| Customer | Create and manage customer records |
| Quotation | Send price quotes to customers |
| Sales Order | Process confirmed customer orders |
| Sales Invoice | Generate and track invoices |
| CRM | Manage leads and opportunities |
Start with Customer to set up your customer database.