Deals close too slowly
A price request takes days to answer, and a competitor gets there first.
Sales order management
ERPNext sales module
Use the ERPNext sales module to run quotations, sales orders and invoices, with your price lists and warehouse stock in view.
Every deal tracked, from first call to payment
Sales, management and finance read the same order and invoice figures.
Quick quotations Stock-checked orders Pricing rules Live sales reports
Sales in ERPNext, set up for Saudi companies
From opportunity to order in ERPNext
A customer calls for a price. The rep writes it on a notepad, the quote goes out late, and the follow-up never happens. In ERPNext that call becomes an Opportunity, then a Quotation, a Sales Order and a Sales Invoice, with items and prices carried through each one. Every rep sees where each customer stands.
- Log every Opportunity and see its status
- Turn an Opportunity into a Quotation, then a Sales Order
- Link each order to its Delivery Note, Sales Invoice and Payment Entry
- Set prices and discounts by customer, item or quantity
- Reports on open opportunities and pending orders
ERPNext: sales cycle
In progress
SO-2026-0318 Sales order, May 15, 2026
Quotation Sent
Sales order Confirmed
Invoice Paid
Opportunity-to-order conversion rate 68% Linked to inventory, invoicing and collections
The quote becomes the order
Orders tied to stock and invoices
Price lists and pricing rules
Live sales reports
ERP sales software
The ERPNext Sales module covers quotes, orders, invoicing and collections, and posts every step to inventory and accounts.
Pain points
Where does your sales cycle break down?
Late quotes, lost follow-ups, prices that change from one rep to the next. These are the problems we see most often, and the ones the Sales module fixes.
No view of order status
Confirmed? Delivered? Invoiced? If finding out means calling the warehouse, follow-up stalls.
Inconsistent pricing
Two reps quote the same customer two prices. Margins shrink, and so does trust.
Incomplete customer follow-up
Notes on a rep’s phone, history in email, the customer file in Excel. When that rep is away, the deal goes quiet.
Core feature
Sales reports in ERPNext
ERPNext sales reports draw on posted orders, invoices and payments. Follow customers, collections and each rep’s results without waiting for someone to compile them.
- Sales performance reports
Revenue by period, customer, territory or item.
- Customer and opportunity reports
The Sales Funnel follows leads through opportunities, quotations and orders.
- Sales order reports
Sales Order Analysis shows pending, delivered and late orders.
- Invoice and collection reports
Accounts Receivable shows what each customer owes and for how long.
- Best-selling item reports
Which products sell most, by quantity and value.
- Pricing and discount reports
See discounts per customer and order, and what each sale earned in Gross Profit.
- Sales team reports
Orders and invoices by sales rep.
- Sales cycle reports
Trace any deal from opportunity to payment.
ERPNext
Operations dashboard Live view
Sales performance reports 92% ▲ +18%
Customer and opportunity reports 48 ▲ +12%
Sales order reports 3.5x ▲ +9%
Invoice and collection reports 24/7 ▲ +7%
Performance indicator
JanFebMarAprMayJun
Key items
1 Sales performance reports 92%
2 Customer and opportunity reports 48
3 Sales order reports 3.5x
4 Invoice and collection reports 24/7
Status breakdown
- Sales performance reports
- Customer and opportunity reports
- Sales order reports
- Invoice and collection reports
Sales operations benefits
Sales orders: quotation to invoice
Each sales document is created from the one before: quotation, sales order, delivery, invoice, payment. Orders are linked to stock and accounts, so less falls between departments.
Tighter control of the sales cycle
Quote, order and invoice status side by side, so reps know who to call first.
Discounts within agreed limits
Pricing rules apply the agreed discount, so reps start from the right price instead of improvising one.
Faster fulfillment, linked to inventory
The sales order shows stock by warehouse, so you promise dates you can keep.
Sales reports management can act on
Figures come straight from submitted orders and invoices.
A complete sales cycle for Saudi companies
1
Quote Build the quotation from your price list.
2
Order Convert it to a sales order and track its status.
3
Price Pricing rules apply customer and quantity discounts.
4
Stock Deliver from stock, invoice and record payment.
Faster conversion from approved quotation to sales order
Live order status to deliver, to bill or completed
Tighter control over prices, discounts and permissions
Fully connected sales, stock and accounts
Implementation partner
Why IBAN for sales?
We start with your price lists and discount rules, because that is where most disagreements come up. Then we map how reps follow up with customers and turn quotations into orders.
Talk to an ERPNext expertSet up for how you sell
Distribution, services or direct sales: price lists and discount rules follow your commercial terms.
Your sales routine, mapped
We map quotations, orders and follow-up in ERPNext to how your team already works.
Local support after go-live
When a rep gets stuck on a quotation or a discount, they can ask us.
Every department connected
The warehouse and finance work from the same sales order the rep created.
Your implementation plan with IBAN
How we get started
Your team keeps selling while we set things up.
Sales process review
We walk through how you handle customers, quotes and orders today.
Price lists and documents
Customers, price lists, pricing rules, and the print formats for your quotations and invoices.
Linking stock and accounts
The Sales module goes live connected to inventory and accounting.
Training and go-live
We train your team until they are comfortable using it every day.
FAQ
ERPNext sales module FAQs
Is the ERPNext sales module a good fit for Saudi companies?
Yes. It runs from quotation to invoice and payment, and we set it up around the way your team sells.
Does it handle quotations and sales order management?
Quotations convert into sales orders, and each order is tracked until it is delivered and billed.
Can sales be linked to inventory and invoicing?
Yes. Delivery Notes reduce stock and Sales Invoices post to accounts, so sales, warehouse and finance see the same figures.
Can prices and discounts be set by customer or item?
Yes. Price lists and pricing rules set prices and discounts by customer, item or quantity.
Does it suit small and medium-sized companies?
Yes. It cuts manual work and shows at any time which orders are open and who still owes money.
Contact us
Tell us about your project.
Pick the service you need, leave your details, and we will get back to you shortly.
From quotation to sales invoice
Walk us through a typical order, from the first price request to payment, and we’ll show you how it would run in ERPNext.
The complete ERPNext platform
Explore other ERPNext modules
CRM handles leads before the first quotation. Inventory and Accounting take over after the order. All of them use the same customers and items.