The CRM & Sales module manages the entire customer lifecycle from lead generation to payment collection.
It helps organizations:
Capture and track leads
Monitor sales pipeline
Generate quotations
Confirm customer orders
Track deliveries
Generate invoices
Monitor outstanding payments
This module integrates with:
Inventory (for stock availability)
Accounting (for revenue and receivables)
Manufacturing (for production planning)
Projects (for service billing)
Lead
→ Opportunity
→ Quotation
→ Sales Order
→ Delivery
→ Sales Invoice
→ Payment Entry
Navigate to:
Sales → CRM → Lead → New
Enter:
Lead Name
Organization
Contact Details
Lead Source
Territory
Save.
Purpose:
Capture potential customer details for follow-up.
Update:
Status (Open / Replied / Interested / Lost)
Notes
Follow-up Date
Track communication history inside the Lead document.
When discussion progresses:
Open Lead → Click “Create Opportunity”
Opportunity captures:
Potential deal value
Expected closing date
Probability
Items interested
Update opportunity stages such as:
Qualification
Proposal Sent
Negotiation
Won
Lost
Lead Status Report
Opportunity Pipeline
Conversion Rate Report
Sales Funnel Analysis
Before creating transactions, define Customer.
Navigate to:
Sales → Customer → New
Enter:
Customer Name
Customer Group
Address (Billing, Shipping, etc)
Territory
Credit Limit
Payment Terms
Tax Details
Save.
Credit Limit restriction
Default price list
Default payment terms
Customer-specific tax rules
Quotation is a formal price proposal sent to the customer.
Navigate to:
Sales → Quotation → New
Enter:
Customer
Items
Quantity
Rate
Taxes
Validity Date
Save and Submit.
System can apply:
Price Lists
Pricing Rules
Discounts
Margin controls
Draft
Submitted
Ordered
Expired
Cancelled
Sales Order confirms customer commitment.
It triggers:
Stock reservation
Production planning
Delivery scheduling
From Quotation → Create Sales Order
OR
Sales → Sales Order → New
Enter:
Customer
Items
Delivery Date
Warehouse
Submit.
Stock availability check
Credit limit validation
Tax calculation
Workflow approval (if configured)
Draft
Submitted
To Deliver
To Bill
Completed
Cancelled
Delivery Note records physical dispatch of goods.
From Sales Order → Create → Delivery
Select:
Warehouse
Quantity delivered
Submit to:
Reduce stock
Record dispatch
System allows:
Partial delivery
Multiple deliveries against one order
Delivery Summary
Pending Delivery Report
Sales Invoice records revenue and creates receivable.
From Delivery → Create → Invoice
OR
From Sales Order (if allowed)
Submit to:
Post revenue
Update customer outstanding
Post tax liability
On submission:
Debit: Customer
Credit: Sales Revenue
Credit: Tax Payable
Draft
Submitted
Paid
Overdue
Cancelled
From Sales Invoice → Create → Payment
Enter:
Payment Mode
Amount
Reference number
Submit to reduce outstanding.
System allows:
Advance receipt before invoice
Adjustment against future invoice
For returned goods:
Create Sales Return.
System:
Increases stock
Reduces revenue
Adjusts receivable
Customer master can define:
Maximum credit allowed
System blocks transaction if exceeded.
Accounts team should monitor:
0–30 days
31–60 days
60+ days
System can notify:
Sales executive
Finance team
Sales Order Summary
Pending Delivery Report
Invoice Summary
Accounts Receivable
Customer Ledger
Aging Report
Item-wise Sales
Territory-wise Sales
Salesperson Performance
Monthly Sales Trend
Always convert Lead to Opportunity before quotation
Avoid direct invoice without order (if control required)
Monitor credit limits regularly
Review pipeline weekly
Track lost opportunities
Not checking stock before committing delivery
Ignoring credit limit warnings
Creating invoice without delivery confirmation
Not updating opportunity status
Forgetting to close completed sales orders