Sales and Purchase Order Management in ERPNext
Run order-to-cash and procure-to-pay in one system. Stock, prices, credit and accounts are checked and updated at every step, from the first quotation or material request to the last payment.
SellingQuotation → Sales Order → Delivery Note → Sales Invoice
BuyingMaterial Request → Request for Quotation → Purchase Order → Purchase Receipt → Purchase Invoice
Works withStock · Accounting · CRM · Manufacturing
Inside Sales and Purchase Order Management in ERPNext
Quotations and sales orders
Orders with delivery dates, taxes and terms, checked against stock and credit limits.
Deliveries
Delivery notes, including partial deliveries, with stock reduced as goods leave.
Pricing
Price lists, pricing rules, discounts and promotional schemes, applied automatically.
Credit control
Credit limits and payment terms per customer, checked when orders and invoices are made.
Purchase requests
Material requests from any department, or raised automatically from reorder levels.
Supplier quotations
Requests for quotation to several suppliers, and their quotations compared side by side.
Purchase orders and receipts
Orders, receipts with quality inspection, and landed costs added to stock value.
Portals
Customer and supplier portals for orders, invoices and quotations.
How the documents flow
Each step is a document in ERPNext, linked to the one before it, so you can follow any transaction from start to finish.
Quotation or Material Request
The start of a sale or a purchase.Sales Order or Purchase Order
The commitment, with items, prices, dates and terms.Delivery Note or Purchase Receipt
Stock leaves or arrives, and the stock ledger updates.Invoice and payment
The invoice posts to accounts, and the payment clears it.
Common problems it solves
Delays in issuing quotes and orders
Quotations and orders are built from items, price lists and templates, not typed from scratch.
Mistakes in prices, taxes and terms
Pricing rules and tax templates apply the right values automatically.
No view of orders in progress
Every order shows what has been delivered, invoiced and paid, and what is still pending.
Purchasing is decentralised
Material requests and purchase orders in one place show what is being bought, from whom and at what price.
Configure, customize, integrate, automate
Standard ERPNext first; custom work only where it earns its place.
Configure
Price lists, pricing rules, payment terms, credit limits and approval limits.
Customize
Order approval workflows, quotation and order print formats, and fields for customer-specific terms.
Integrate
Online stores and marketplaces, supplier or procurement systems, and logistics providers.
Automate
Order and delivery notifications, material requests from reorder levels, and reminders on overdue deliveries.
Orders and purchases in different places?
Tell us how orders and purchases flow today. We’ll show how ERPNext connects them.