This is post 1 of 6 in the series “Procurement” Supplier Master Data Management Material Requests Supplier Quotations Purchase Orders Supplier Scorecards Reports Buying is an essential part of any business. Whether as an organisation you’re buying production materials, equipment or utilities that your organisation needs, Buying almost always needs to be streamlined and set […]
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This is post 6 of 6 in the series “Sales Management” Sales Order Management Sales Territory and Sales Settings Sales Team and Sales Partners Loyalty Program Management Drop Shipping Reports Sales reports are an essential step while reviewing and improving an organisation’s sales process. Having access to sales transactions clocked over a long period of
This is post 5 of 6 in the series “Sales Management” Sales Order Management Sales Territory and Sales Settings Sales Team and Sales Partners Loyalty Program Management Drop Shipping Reports Drop Shipping is a supply chain management technique wherein a retailer does not keep goods in stock. Instead, they transfer customer order details and shipment
This is post 4 of 6 in the series “Sales Management” Sales Order Management Sales Territory and Sales Settings Sales Team and Sales Partners Loyalty Program Management Drop Shipping Reports There are many a times when customers need to purchase a product or a service from your organisation repeatedly over a long period of time,
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This is post 3 of 6 in the series “Sales Management” Sales Order Management Sales Territory and Sales Settings Sales Team and Sales Partners Loyalty Program Management Drop Shipping Reports Equipping the sales team of your organisation with relevant details about customers, sales orders etc and communicating their goals, targets and expectations to them can
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This is post 2 of 6 in the series “Sales Management” Sales Order Management Sales Territory and Sales Settings Sales Team and Sales Partners Loyalty Program Management Drop Shipping Reports The geographical area based sales territory maps salespersons or sales teams to a country, state, city or a specific geographic area. A customer group based
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This is post 1 of 6 in the series “Sales Management” Sales Order Management Sales Territory and Sales Settings Sales Team and Sales Partners Loyalty Program Management Drop Shipping Reports A sales order is a document that records the confirmation of an order from a customer. Once you’ve sent the customer a quotation, they will
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This is post 5 of 5 in the series “Project Management” Projects Task Management Timesheet Management Project Accounting Customer Portal and Reports Clients are important stakeholders in any project and sharing data with them is essential to make sure they’re updated on the status of a project. ERPNext automates this to save time. An inclusive
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This is post 4 of 5 in the series “Project Management” Projects Task Management Timesheet Management Project Accounting Customer Portal and Reports Project Accounting is an integral part of Project Management. It focuses on the financial transactions that take place while creating and fulfilling a project. It involves various processes like tracking, reporting, and analysing
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This is post 3 of 5 in the series “Project Management” Projects Task Management Timesheet Management Project Accounting Customer Portal and Reports Many service centered organizations work on a project basis and raise invoices to their clients based on the time worked on the project. In such cases, it is important to keep accurate records
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