Module 6 of 8 · Configured globally
Quotes that win, invoices that bill.
From quotation to delivery to invoice to receipt. The sales cycle, end-to-end, with the paperwork handled.
Configured to your business
Quotation → Invoice
Industry defaults
Multi-price list
Tunability
Auto-reminders
What the selling module looks like in your hands.
↗
Selling
ERPNext
⌕
Search◐
Notification⌂
Home▤
Dashboard◆
Customer▦
Quotation▤
Sales Order▢
Delivery Note▦
Sales Invoice⛭
Setup Item
Price List
Terms and Conditions
▤
ReportsYL
Yen Liew
yen.liew23@gmail.c…
⌂
Selling
/
Quotation
≡ List View ⇅
Saved Filters ⇅
↻
⋯
+ Add Quotation
ID ~ QUO-2026-####
Customer ~ Any
Status ⇅ Open
⊟ Filter 1
×
⇅ Created On
Open Quotations
31
B$ 248K total
To Fulfill
18
due this week
To Invoice
12
-B$ 96K WIP
MTD Revenue
B$ 412K
+8% vs LM
Quotations · 5 of 31
typical · illustrative
| ID | Customer | Date | Valid Until | Amount | Status | |
|---|---|---|---|---|---|---|
| QUO-2026-0934 | Customer A Holdings | 2026-09-09 | 2026-10-09 | 5,869.50 | Open | |
| QUO-2026-0932 | Customer B Hardware | 2026-09-08 | 2026-09-22 | 2,420.00 | Ordered | |
| QUO-2026-0928 | Customer C Workshop | 2026-09-06 | 2026-09-20 | 8,140.00 | To Fulfill | |
| QUO-2026-0921 | Customer D Cafe | 2026-09-04 | 2026-09-18 | 1,860.00 | Expired | |
| QUO-2026-0918 | Customer E Procurement | 2026-09-02 | 2026-09-30 | 42,300.00 | Open |
What we configure for you
Quotation with print/email/PDF
Sales Order → Delivery Note → Invoice
Multi price-list (BND, USD, project)
Auto email reminders for overdue
Customer credit limit & hold
Return / credit note workflow