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	1048	December 23, 2019
How to get CRM icon on ERPnext desktop page?	7	165	April 11, 2026
Preventing Reserved Units selection starting from CRM Opportunity (No-Code approach) erpnext	2	35	April 9, 2026
Want to Fetch Customer Account Balance on Pos Invoice customization , pos	6	460	April 9, 2026
Building a Secondary Claim / Ship-and-Debit / Chargeback Workflow in ERPNext erpnext , pricelist , itemprice	0	14	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	49	March 16, 2026
Only assigned Leads visible - CRM enabled only for sales representative crm	5	91	March 12, 2026
GST TAX Adding problem	1	242	March 11, 2026
Data Import not working with the ERPNEXT docker container erpnext , docker	3	530	March 8, 2026
Bug creating sales Order using python with foreign currency	1	11	March 6, 2026
Implementing Primary and Secondary Sales	3	697	February 24, 2026
IMAP Sync marking as Read email	13	1565	February 22, 2026
Newsletter has its own Repo	0	22	February 20, 2026
How To Calaculate tax from Sales Taxes and Charges Template when doing bulk import bug , erpnext	1	22	February 10, 2026
Show Leads to Leads Owner Only	10	1275	February 9, 2026
Sales Invoice: Capturing tax breakup for Loading Charges without affecting total quantity	7	54	February 7, 2026
Configuration of Hierarchical Data Filtering for FCRM Modules customization , custom_script	0	17	February 6, 2026
Use of sluggable URL in Contacts, Projects, CRM erpnext	0	17	February 1, 2026
Sales Partners Commission calculation improvement bug , erpnext	0	25	January 28, 2026
Ho to add webhook in frappe crm	0	22	January 27, 2026
Construction Management for ERPNext – BOQ, Site Reports & Subcontractor Workflow erpnext	1	152	January 27, 2026
Problème d’ouverture du POS ERPNext cloud	0	16	January 20, 2026
In ERPNext v15, I want to manually enter the exchange rate in Sales Invoice and avoid Auto-fetch. erpnext , salesinvoice	7	45	January 20, 2026
Error in saving Customer Address erpnext , address , customer	4	64	January 15, 2026
Amended Sales Order Cannot Generate Pick List bug	5	88	January 13, 2026
How to customize child table to render in html customization , erpnext	3	65	January 8, 2026
Send POS Receipt to customers via Whatsapp	9	2677	December 15, 2025
How to use CRM without multiple email accounts	4	106	December 9, 2025
Items return or exchange customization , erpnext	10	2015	December 5, 2025
Issues Customizing Task Form in CRM Portal – File Attachments, Field Visibility & Custom UI Logic customization , erpnext	0	38	December 3, 2025

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 …