ERPNext – Sales Management Course
The ERPNext Sales Management course equips participants with the skills needed to efficiently manage sales processes using ERPNext. By the end of the course, participants will be able to handle lead and opportunity management, quotations, sales orders, customer relationships, and generate meaningful sales reports, thereby contributing to the effective management of their organization’s sales activities.
Key Learnings:
- Proficient use of ERPNext for sales management
- Ability to manage leads, opportunities, and customer relationships efficiently
- Skills to create and manage quotations, sales orders, and invoices
- Knowledge of integrating sales with inventory and delivery management
- Capability to generate insightful sales reports and analytics
Course Content:
Module1 Introduction to ERPNext and Sales Management
- Overview of ERPNext
- Importance of Sales Management
- Key features of the ERPNext Sales module
Module2. Getting Started with ERPNext Sales Management
- Installation and setup of ERPNext
- Navigating the ERPNext interface
- Configuring user roles and permissions for sales management
Module3. Lead and Opportunity Management
- Creating and managing leads
- Qualifying leads and converting them to opportunities
- Managing sales pipelines
- Tracking sales activities and follow-ups
Module4: Quotation Management
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- Creating and sending quotations
- Managing quotation templates
- Tracking quotation status
- Approving and rejecting quotations
Module5:Product and Pricing Management
- Creating and managing product catalogs
- Setting up price lists and pricing rules
- Managing product variants and attributes
- Handling discounts and promotions
Module6:Invoicing and Payment Management
- Creating and managing sales invoices
- Setting up payment terms and schedules
- Processing customer payments
- Managing overdue invoices and collections
Target Audience
- Production Managers
- Manufacturing Engineers
- Production Planners
- Shop Floor Supervisors
International Student Fees: USD300$
Job Interview Preparation (Soft Skills Questions & Answers)
- Tough Open-Ended Job Interview Questions
- What to Wear for Best Job Interview Attire
- Job Interview Question- What are You Passionate About?
- How to Prepare for a Job Promotion Interview
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Flexible Class Options
- Week End Classes For Professionals SAT | SUN
- Corporate Group Trainings Available
- Online Classes – Live Virtual Class (L.V.C), Online Training
Related Course
ERPNext Human Resource Management Course
ERPNext – Procurement Management Course
ERPNext – Introduction Course for Beginners
ERPNext – Manufacturing Course
ERPNext Human Resource Management Course
ERPNext – Essentials Basic to Advance Course
