737 B
737 B
ERPNext covers most of what you need to start selling. 🔔
Few terms to get familiar with:
- Potential customers are Leads
- Deals in pipeline are Opportunities
- Proposals sent to customers are Quotations
- Confirmed orders are Sales Orders
- Fulfilment (shipment or completion of services) is Delivery Note
The first thing you should probably do is add 5 leads (contact information about prospects who can give you new business). Hint: just type "Lead" in the search bar on the top 🔎
Find out if they have any need you can help with and make a few "Opportunities"
Then send them proposals with "Quotation". Did you know, you can email them directly from ERPNext! 😎
See your sales go up up up! 📈