An online order, start to finish
You end witha payment recorded
5 screens · about 8 min
For sales team, accounts
Sales and orders · ERPNext live demo
A dealer orders on their own: a live ERPNext demo
From Sales Order to Payment Entry, on the real ERPNext screens of a demo company, with a guide on each step.
- No sign-up
- No card
- No account
Sales Order
- Company
- Mith Demo Traders
- Step
- 1 of 5
The customer's confirmed order: who it's for, the items at price-list rates and when it's due. The next documents are made from it.
You end with a payment recorded5 screens · about 8 minFor Sales team, accountsFits Manufacturing, Automotive, Retail
What this flow is
Dealers and distributors buy at their own prices, often by phone or WhatsApp, and then ask when it will ship and what they owe.
Here the dealer's order is a sales order that takes its rates from the dealer price list. It's picked, delivered, billed and paid like any other order, and each step is a record your team and the dealer's statement can see.
Before and after
| Without it | With it |
|---|---|
| Dealer prices looked up in a sheet | Rates come from the dealer price list |
| Orders taken on calls and typed in later | One sales order carries it through to payment |
| Dealers call to ask about dispatch | The delivery note records what left and when |
| Dues worked out by hand | Each payment set against the dealer's invoice |
Screen by screen
Each step is a real ERPNext screen in the demo company. FlowMentor points at what to fill in.
Sales Order
The customer's confirmed order: who it's for, the items at price-list rates and when it's due. The next documents are made from it.
Pick List
The warehouse's list of what to pick for the order and from which warehouse, made from the sales order.
Delivery Note
What leaves the warehouse for the customer. Submitting it takes the goods out of stock.
Sales Invoice
The bill: what the customer owes for the sale, posted to the books as income when it's submitted.
Payment Entry
Money received or paid out, set against the invoice it settles, so the balance shows what's still owed.
Inside the demo company
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.
The order is from Nashik Dealers, in the Dealer customer group, at Dealer price-list rates; you take it to payment by bank transfer. The dealer portal, the scanner and the WhatsApp messages 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.
Who uses it
And what each of them gets from it.
Sales team
Takes dealer orders at the right price without checking a sheet.
Warehouse
Picks and dispatches from the order.
Accounts
Sees what each dealer owes at any time.
A guide on every screen
FlowMentor is our guide app for ERPNext. On each screen it points at the field to fill and the button to press, one step at a time, so you can finish the flow without training. It runs on the real screens, not a video.
- One screen at a time
- Points at the field and the button
- On the real ERPNext screens
Set up for your business
The demo shows the plain flow. In a real project we set it up to how you work.
- Price lists per dealer group or region
- A dealer portal for orders and statements
- Dispatch and due-date messages on WhatsApp
- Credit limits and payment terms per dealer
- Schemes and volume discounts
See the whole journey
Flows that go with it
Questions about this flow
Yes. ERPNext's customer portal shows a dealer their orders and invoices, and online ordering at their own price list is set up in a real project. The demo starts from the sales order.
Yes. Prices come from a price list on the customer or the customer group, and pricing rules add schemes and volume discounts.
In a real project, yes: dispatch and payment reminders go out on WhatsApp through an integration we set up. The demo shows the documents, not the messages.
Yes. A credit limit on the customer stops new orders past it, unless someone with the right role overrides it.