Sales & CRM
Quote, sell and deliver without losing track
Run the full sales cycle from first enquiry to payment, with every order connected to stock and accounts.
From first enquiry to final payment
Everything your sales team needs to follow up leads, quote, confirm and fulfil orders without leaving ERPNext.
Leads and opportunities
Capture enquiries from calls, email and your website and follow each one through a pipeline.
Quotations
Send professional quotations that convert into sales orders in one click.
Sales orders
Confirm orders, reserve stock and track what is pending for delivery.
Price lists and pricing rules
Set price lists per customer group, and discount rules by quantity, item or period.
Delivery notes and returns
Deliver in full or in parts, record returns and keep stock accurate.
Customer ledger and credit limits
See each customer's balance, due dates and payment terms, and stop orders when a credit limit is crossed.
Sales partners and commission
Track agents and commission on sales.
Sales reports
See what is selling by customer, item, territory or salesperson.
How Sales & CRM connects to the rest of ERPNext
Every sale updates stock and the ledger the moment it is submitted. No overnight sync, no reconciling two systems.
You work here: Sales & CRM
Inventory & Warehouse
Stock is reserved on order and reduced on delivery
Accounting & Finance
Invoices post to receivables and tax
Reports & Analytics
Sales dashboards update as orders close
What iREX sets up for you
- Price lists and discount rules matched to how you really price
- Credit limits and approval workflows for discounts
- Branded quotation, challan and invoice print formats
- Sales team training on the lead-to-cash flow
Common questions
Can we use ERPNext only for invoicing at first?
Yes. Many clients start with sales, stock and accounts and switch on other modules later.
We set it up with you
An iREX consultant configures this module around your company, your items and your accounts, then trains your team to run it.
- Import items, parties and opening balances from Excel
- Setup that follows your branches, roles and approval rules
- A named consultant to call when you need help
Trusted by 10+ businesses
10+ businesses across Pakistan run their daily operations on ERPNext set up by iREX.
Book a free consultation
Let's see if ERPNext fits your business
A 30-minute call to understand how your business runs today and what ERPNext should do for it. You leave with a clear scope, a rough timeline and a quote range.
10+ businesses run on ERPNext with iREX. Remote support Monday to Saturday, 10 AM to 7 PM (PKT).