Selling/CRM

Topic	Replies	Views	Activity
About Selling and CRM Category Welcome to the ERPNext CRM and Selling forum. The CRM and Selling Modules in ERPNext have features like leads, quotations, campaigns, sales orders, blanket orders and more. To see a highlight of the features, visit this …	1	1069	December 23, 2019
Request for clarification about the "Deliver secondary Items" Selling Settings option documentation	2	39	July 22, 2026
Make a delivery Note that can be signed on a tablet erpnext , signature	7	139	July 15, 2026
Opening invoice tool	1	69	July 7, 2026
ERPNext: Shipping Address validation and pickup locations erpnext , error , address	0	37	July 1, 2026
UOM Not Updating When Item is Changed in Sales Order bug , erpnext , frappe	1	213	June 22, 2026
Newsletter has its own Repo	1	62	June 20, 2026
Critical: System-wide validation error Cannot sell item from Warehouse blocking all Sales Invoices/O erpnext	3	62	June 17, 2026
How to Manage Customer Inquiries Received via Email? erpnext , crm	1	71	June 7, 2026
Stock item for specific customer group	4	80	May 17, 2026
Payment Request "To Email" not pulling correctly	13	1137	May 16, 2026
Sales order workflow	3	209	April 22, 2026
I want the child table in Opportunity, like the child table in any doctype made filter based field customization	0	18	April 16, 2026
How to get CRM icon on ERPnext desktop page?	7	370	April 11, 2026
Preventing Reserved Units selection starting from CRM Opportunity (No-Code approach) erpnext	2	46	April 9, 2026
Want to Fetch Customer Account Balance on Pos Invoice customization , pos	6	498	April 9, 2026
Building a Secondary Claim / Ship-and-Debit / Chargeback Workflow in ERPNext erpnext , pricelist , itemprice	0	22	March 17, 2026
Item Tax Template Issue: Taxes from Multiple Templates Applied to All Items in Sales/POS Invoice bug , pos_point_of_sale , salesinvoice , sales-invoice	4	86	March 16, 2026
Only assigned Leads visible - CRM enabled only for sales representative crm	5	143	March 12, 2026
GST TAX Adding problem	1	248	March 11, 2026
Data Import not working with the ERPNEXT docker container erpnext , docker	3	544	March 8, 2026
Bug creating sales Order using python with foreign currency	1	21	March 6, 2026
Implementing Primary and Secondary Sales	3	732	February 24, 2026
IMAP Sync marking as Read email	13	1621	February 22, 2026
How To Calaculate tax from Sales Taxes and Charges Template when doing bulk import bug , erpnext	1	30	February 10, 2026
Show Leads to Leads Owner Only	10	1293	February 9, 2026
Sales Invoice: Capturing tax breakup for Loading Charges without affecting total quantity	7	72	February 7, 2026
Configuration of Hierarchical Data Filtering for FCRM Modules customization , custom_script	0	28	February 6, 2026
Use of sluggable URL in Contacts, Projects, CRM erpnext	0	25	February 1, 2026
Sales Partners Commission calculation improvement bug , erpnext	0	30	January 28, 2026

About Selling and CRM Category

Welcome to the ERPNext CRM and Selling forum. The CRM and Selling Modules in ERPNext have features like leads, quotations, campaigns, sales orders, blanket orders and more. To see a highlight of the features, visit this …