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	1016	December 23, 2019
Add Create Date on Lead Detail customization	4	1146	July 11, 2025
Sales invoice GST - ready design customization , selling , custom_script , erpnext	1	147	June 27, 2025
Stock Availability "color coding" not working on Sales Order sales-order	1	116	June 26, 2025
Shopify Integration Issues - Syncing of Orders to ERPNext	2	296	June 22, 2025
SEPA Direct Debit with payments app (ERPNext) erpnext	1	117	June 18, 2025
Bulk Delivery Return Option returns , delivery-note	0	73	June 12, 2025
ListView Not Rendering Data (Scoped Slot Empty) - Replicating CRM "Deals" in Custom App	0	94	June 7, 2025
In the CRM module: erpnext	1	192	May 17, 2025
Delivery Note Items Table Upload via csv/excel does not auto-fetch Item Name and other fields	0	133	May 14, 2025
Payment Request URL with Stripe Not Working and Improperly Displayed in PDF customization , erpnext , integration , erpnextpaymentterm , user-interface	4	569	April 30, 2025
In Sale Invoice display the **Customer's Purchase Order (PO) customization , erpnext	2	150	April 21, 2025
Retail POS and manufacture	5	594	April 15, 2025
How to update the lead creation date	0	126	April 9, 2025
Price Filter for product	1	409	April 6, 2025
Delivery trip stays in scheduled status	2	767	March 29, 2025
Payment Request "To Email" not pulling correctly	11	1052	March 28, 2025
Streamlining the adding of customers?	9	274	March 18, 2025
Nees help in integrating Pine Labs POS handheld devices customization , erpnext , frappe	4	686	March 12, 2025
Notification on New Leads generated on Product Page erpnext , crm	4	257	February 18, 2025
Reseller business model customization , erpnext	0	197	February 13, 2025
Return invoice in pos-awesome pos-awesome	0	170	February 12, 2025
AttributeError on Adding Batch Item in POS Page	0	147	February 12, 2025
Can I turn off automatic Contact Creation? bug	4	678	February 12, 2025
Customer's Purchase Order field too short for multiple Sales Order based invoices bug , erpnext	0	160	February 3, 2025
Portal user for supplier selling	0	160	January 31, 2025
Sms gateway setting for smsgateway.me sms	1	1246	January 29, 2025
Prospects Engaged but Not Converted	4	338	January 23, 2025
Cannot submit a saved quotation selling , erpnext , crm , quotation	0	166	January 16, 2025
Item Delivery Date on Sales Order is not transferred to Material Request Item Required By date materialrequest , selling , erpnext	4	227	January 12, 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 …