A dealer orders on their own
You end witha payment recorded
5 screens · about 8 min
For sales team, accounts
Sales and orders · ERPNext live demo
An online order, start to finish: 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 Retail, Manufacturing, Distribution and logistics
What this flow is
An order comes in: from your website, a phone call or a dealer. In many businesses it is typed again into the accounts, the warehouse gets a printout and someone chases the payment.
Here the order is entered once and everything else is made from it: the warehouse picks from it, the delivery takes the stock out, the invoice is raised from the delivery, and the payment closes it. Stock, sales and the customer's balance update as each screen is submitted.
Before and after
| Without it | With it |
|---|---|
| Order typed again into the accounts | Entered once; the rest is made from it |
| Warehouse works from a printout | A pick list made from the order |
| Invoice made by hand | Invoice raised from the delivery |
| Payment matched later from the bank statement | Payment recorded against the invoice; the balance is always current |
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 from Sharma Kitchenware, for two kettles and a toaster, is filled in for you; you take it to payment by bank transfer. The online store, the scanner, the courier and the payment gateway 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
Sees every order's status without calling the warehouse.
Warehouse
Picks from a list, not a printout, and the stock figure stays right.
Accounts
Invoices and payments post as they're made; month-end has no catch-up.
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.
- Part deliveries and back orders
- Advance payments and credit limits
- More than one warehouse
- GST, e-invoices and e-way bills on your GSTIN
- Your price lists, discounts and letterhead
See the whole journey
Flows that go with it
Questions about this flow
Yes. Each delivery note takes out what left that day; the order shows what's still to go, and you can bill each part or all of it at the end.
In a real project, yes: tax templates on your GSTIN work out CGST and SGST or IGST, and India Compliance makes the e-invoice. The demo company isn't GST-registered, so its invoice shows no tax.
Yes. In a real project your store's orders arrive as sales orders, so nobody types them again. The demo starts from the sales order.
Record the payment first and set it against the invoice when it's raised; the customer's balance stays right either way.