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
An order taken in the customer's shop: a live ERPNext demo
From Sales Order to Pick List, 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 2
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 the order picked2 screens · about 3 minFor Sales team, accountsFits Retail, Manufacturing
What this flow is
A sales rep visits shops on a beat, takes orders on the spot, and phones them in or brings them back on paper.
Here the rep's order is a sales order at the standard price list, so the price is right without a call to the office, and the warehouse gets a pick list from it straight away.
Before and after
| Without it | With it |
|---|---|
| Orders written on paper and typed in later | The order is entered once, at the shop |
| The rep quotes a price from memory | Rates come from the price list |
| The warehouse waits for the rep to return | A pick list is made from the order at once |
| The office can't see what was ordered today | Every order is in the system as soon as it's submitted |
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.
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 rep's order is a sales order at the Standard Selling price list; you submit it and make the pick list. The field app's check-in, the team map and the scanner 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.
Field sales rep
Books an order at the right price, in the shop.
Warehouse
Starts picking as soon as the order is in.
Sales manager
Sees each rep's orders as they're taken.
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.
- Check-in at the shop from a phone app
- Beat plans and routes per rep
- Price lists per region or channel
- Targets per rep and territory
- Stock shown to the rep before ordering
See the whole journey
Flows that go with it
Questions about this flow
Yes. ERPNext runs in the phone's browser, and in a real project a field app can add check-ins and beat plans. The demo shows the order as it lands.
Yes. The rate comes from the price list on the order, so a rep can't quote an old price by mistake.
Yes. As soon as the order is submitted, a pick list can be made from it.
Yes. Sales persons carry targets by item group and period, and ERPNext reports their orders against them.