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Selling

The Selling module handles your end-to-end sales process in Blank ERP. Create and manage customer records, generate quotations, convert them into sales orders, and issue invoices to record revenue.

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Key Concepts

  • Document lifecycle: Sales documents follow a Draft → Submitted → Cancelled flow. Submitting a document makes it official and enables the next step in the sales cycle.
  • Sales cycle: A typical sales cycle moves from Quotation → Sales Order → Sales Invoice → Payment.

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Guides

Creating a Customer

Learn how to create a new customer record in the Selling module

Creating and Submitting a Quotation

Learn how to create, save, and submit a sales quotation

Creating and Submitting a Quotation (Alternative)

Learn how to create a new quotation and submit it to a customer

Creating and Submitting a Sales Order

Learn how to create, save, and submit a sales order

Creating and Submitting a Sales Order (Alternative)

Learn how to create a new sales order and submit it for fulfillment

Running a Full Sales Cycle

Create and submit a sales invoice, then record a customer payment