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ERPNext covers most of what you need to start selling. 🔔

Few terms to get familiar with:

  1. Potential customers are Leads
  2. Deals in pipeline are Opportunities
  3. Proposals sent to customers are Quotations
  4. Confirmed orders are Sales Orders
  5. 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! 📈