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Journey · Sales and orders

An online order,start to finish

A shop order is picked, shipped, billed and paid, and nobody types it twice.

5 steps

Step by step

  1. Step 1

    The order lands in Sales

    An order placed in your Online Store arrives in Sales as an ordinary sales order, billed and picked like any other. Nobody re-types it.

    Sales order · Online Store → Sales

  2. Step 2

    The warehouse gets its pick list

    The sales order tells the warehouse what to pick. The pick list reaches the scanner, and the stock figure moves as each item is picked.

    Pick list · Sales → Stock → Warehouse Scanner

  3. Step 3

    Packed and handed to the courier

    The picked items leave with their delivery note, and the shipment goes to the courier. The label and tracking link go back to the customer on their own.

    Delivery note · Warehouse Scanner → Logistics + Shipment · Logistics → Courier & 3PL

  4. Step 4

    Billed, with its e-invoice

    The invoice is made from the same order, already filled in, and posts to the books as it is saved. Its GST e-invoice number is generated on its own.

    Invoice · Sales → Accounting + e-Invoice · Accounting → GST & e-Invoicing

  5. Step 5

    The payment finds its invoice

    The customer's UPI or card payment is settled by the gateway and lands against the right invoice on its own, so your bank balance is right at once.

    Payment · Payment Gateways → Accounting

Live on ERPNext

Run it on the real screens

The demo opens on a demo company in a new tab. You make, in order: Sales Order → Pick List → Delivery Note → Sales Invoice → Payment Entry.

See it live (opens in a new tab)

All 43 journeys

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