Sales Essentials
Quote, sell, deliver and invoice correctly from start to finish.
Part of ERPNext Sales Professional, ERPNext Functional Consultant learning paths
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This course builds on other courses. You can still start now.
Coming soon
We are recording the lessons for this course now. Leave your email and we will tell you the day it opens.
What You'll Learn
- ✓Explain each step of the sales cycle, from quotation to payment
- ✓Set up customers with groups, territories, payment terms and credit limits
- ✓Maintain selling prices with price lists and item prices
- ✓Prepare quotations and confirm Sales Orders
- ✓Deliver in full or in parts with Delivery Notes, and bill with Sales Invoices
- ✓Handle sales returns and credit notes correctly
- ✓Print and email sales documents with print formats and letterheads
- ✓Use the sales register, pending orders and customer balance reports
Course Content
10 lessons when complete · 0 live now
- 1Coming
The Sales Cycle in ERPNext
From quotation to payment in one view.
- 2Coming
Customers and Customer Groups
Customer setup, territories, payment terms and credit limits.
- 3Coming
Price Lists and Item Prices
Selling prices by customer group and currency.
- 4Coming
Quotations
Prepare and send professional quotations.
- 5Coming
Sales Orders
Confirm orders and track delivery and billing.
- 6Coming
Delivery Notes
Deliver in full or in parts.
- 7Coming
Sales Invoices
Bill from orders or deliveries, or invoice and deliver in one step.
- 8Coming
Sales Returns and Credit Notes
Take goods back and credit the customer correctly.
- 9Coming
Printing and Emailing Sales Documents
Print formats, letterheads and emailing customers.
- 10Coming
Everyday Sales Reports
Sales register, pending orders and customer balances.
About This Course
Every sale in ERPNext touches stock, receivables and income. This course shows you how to quote, sell, deliver and invoice correctly from start to finish.
You'll set up customers with territories, payment terms and credit limits, keep selling prices in price lists, and prepare quotations. You'll confirm Sales Orders, deliver in full or in parts, invoice from orders or deliveries, and handle returns with credit notes. You'll also print and email professional sales documents.
You finish with the everyday sales reports: the sales register, pending orders and customer balances.
Prerequisites
- •Getting Started with ERPNext
- •Customers, Suppliers & Items
Who This Course Is For
- →Sales staff and sales administrators
- →Customer service teams who take orders
- →Billing clerks who raise invoices
- →Business owners who want sales recorded correctly
10 more lessons are being recorded. You get every new lesson as it is added.
It opens with an early-bird price: 50% off. The price goes up a little with every new lesson and reaches the full price when the course is complete, so the sooner you join, the less you pay.
This course includes
- ⏱About 4h 10m of video when complete
- 🎬10 lessons, 0 live now
- ♾️Full lifetime access
- 📱Access on all devices
- 🏆Certificate of completion
Your Instructor
Karani Geoffrey
ERPNext Architect & Implementation Consultant · 17+ Years in ERP
Karani Geoffrey is the founder of UPEO Academy and a leading authority on ERPNext implementation in East Africa. With over 17 years of hands-on experience deploying ERP systems across manufacturing, healthcare, retail, and financial services, Karani has guided hundreds of organisations through complex digital transformation journeys.
He is a certified Frappe/ERPNext developer and has built custom Frappe applications for multinational clients. His practical, no-nonsense teaching style bridges the gap between business strategy and technical execution - helping learners not just understand ERPNext, but master it.