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
A quotation becomes an order: a live ERPNext demo
From Lead to Sales Order, on the real ERPNext screens 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 4
A possible customer, with an owner and the source it came from, so whoever follows up knows the history.
You end with a confirmed order4 screens · about 6 minFor Sales team, accountsFits Manufacturing, Automotive, Financial services
What this flow is
An enquiry comes in by phone, chat or email. Someone has to own it, find out what the customer wants, price it and send a quote, and when the customer agrees, turn it into an order.
Here the enquiry is a lead with an owner. It becomes an opportunity listing what they want, the quotation is made from that at price-list rates, and when they say yes the sales order is made from the quotation, so nothing is typed twice.
Before and after
| Without it | With it |
|---|---|
| Enquiries sit in someone's inbox | Each enquiry is a lead with an owner |
| Prices looked up and typed into a quote | The quote is made from the opportunity at price-list rates |
| Discounts given without anyone checking | The discount sits on the quote; bigger ones can need approval |
| The order retyped from the accepted quote | The order is made from the quote |
Screen by screen
Each step is a real ERPNext screen in the demo company. FlowMentor points at what to fill in.
Lead
A possible customer, with an owner and the source it came from, so whoever follows up knows the history.
Opportunity
A qualified enquiry: what the customer is interested in, ready to be priced.
Quotation
Your offer, made from the opportunity with items at price-list rates, ready to become an order when they say yes.
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.
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 enquiry is already a lead with an owner, and the quotation carries a discount on the whole quote. A manager's approval is explained on screen; you submit the quotation yourself. Email is switched off, so no quote is sent, and the WhatsApp chat is 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
Every enquiry has an owner and a next step.
Sales manager
Sees open quotes and what each is worth.
Warehouse and accounts
Get an order that matches the agreed quote.
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.
- Lead sources and assignment rules
- Your price lists and discount limits
- Approval for discounts above a limit
- The quotation on your letterhead, emailed as a PDF
- Quote validity and follow‑up reminders
See the whole journey
Flows that go with it
Questions about this flow
Yes. In a real setup the quotation goes out as a PDF on your letterhead from the same screen. Email is switched off on the demo, so nothing is sent.
Yes, with an approval workflow on the quotation. The demo explains the approval on screen; there you submit the quotation yourself.
Amend the quotation before it becomes an order, or change the sales order before you submit it; the history stays on both.
No. A quotation can go to a lead; when the order is made, the lead becomes a customer.