Stock and operations · ERPNext live demo
Automations do the chasing: a live ERPNext demo
The Lead, on the real ERPNext screen of a demo company, with a guide on each step.
- No sign-up
- No card
- No account
Lead
- Company
- Mith Demo Traders
- Step
- 1 of 1
A possible customer, with an owner and the source it came from, so whoever follows up knows the history.
You end with a new lead captured1 screen · about 3 minFor Stores, warehouseFits Real estate
What changes when it runs here
Routine follow‑ups depend on someone remembering: who takes a new lead, who sends the next message, who notices that stock is running low.
- Without it
New leads wait for someone to noticeWith itAn assignment rule gives each an owner - Without it
Follow-ups depend on memoryWith itFollow-ups sent by rule - Without it
Low stock found when a customer asksWith itAn alert when stock drops - Without it
The owner asks for numbers each morningWith itA digest on a schedule
Who gets what
- Sales team. Gets new leads without asking.
- Operations. Hears about low stock early.
- Owner. Gets the day's digest without asking.
One real screen, a guide on it
What the screen is, and what you end with.
A possible customer, with an owner and the source it came from, so whoever follows up knows the history.
- Before it
- Where the flow starts
- After it
- a new lead captured
FlowMentor, our guide app, points at the field to fill and the button to press on each screen. It runs on the real ERPNext screens, not a video.
The demo is the plain flow. Yours is set up.
In the demo you run it in a made-up company. In a project we set it up for how you work.
In the demo
Mith Demo Traders, a made-up company that makes and sells kettles and toasters. It isn't GST-registered, so its documents carry no tax.
An assignment rule gives the new lead an owner when it's saved. The WhatsApp follow‑ups, the stock alerts and the digests are in MithUniverse only.
You're signed in as a demo visitor. Nothing is emailed, and what you make is removed 15 minutes after you finish.
In your project
- Assignment rules by region, product or turn
- Follow-up messages by email or WhatsApp
- Notifications on any document change
- Auto email reports and digests
- Low-stock alerts per item
Flows that run beside it
The same department first, then the industries it shares.
You end with a shipment booked2 screens · about 3 min · for stores, warehouse
You end with stock counted2 screens · about 3 min · for stores, warehouse
You end with stock on the books2 screens · about 3 min · for stores, warehouse
The whole journey: Read it step by step · Ride it in MithUniverse
Questions about this flow
The one most people ask is answered first. Type to find the rest.