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	1076	December 23, 2019
Opportunity Management Headers	0	28	September 1, 2026
How to get CRM icon on ERPnext desktop page?	8	475	August 29, 2026
UOM Not Updating When Item is Changed in Sales Order bug , erpnext , frappe	3	256	August 11, 2026
Drop Shipping - Incorrect Status bug	2	46	August 3, 2026
Request for clarification about the "Deliver secondary Items" Selling Settings option documentation	2	45	July 22, 2026
Make a delivery Note that can be signed on a tablet erpnext , signature	7	153	July 15, 2026
Opening invoice tool	1	74	July 7, 2026
ERPNext: Shipping Address validation and pickup locations erpnext , error , address	0	40	July 1, 2026
Newsletter has its own Repo	1	69	June 20, 2026
Critical: System-wide validation error Cannot sell item from Warehouse blocking all Sales Invoices/O erpnext	3	69	June 17, 2026
How to Manage Customer Inquiries Received via Email? erpnext , crm	1	81	June 7, 2026
Stock item for specific customer group	4	89	May 17, 2026
Payment Request "To Email" not pulling correctly	13	1158	May 16, 2026
Sales order workflow	3	232	April 22, 2026
I want the child table in Opportunity, like the child table in any doctype made filter based field customization	0	21	April 16, 2026
Preventing Reserved Units selection starting from CRM Opportunity (No-Code approach) erpnext	2	53	April 9, 2026
Want to Fetch Customer Account Balance on Pos Invoice customization , pos	6	502	April 9, 2026
Building a Secondary Claim / Ship-and-Debit / Chargeback Workflow in ERPNext erpnext , pricelist , itemprice	0	32	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	93	March 16, 2026
Only assigned Leads visible - CRM enabled only for sales representative crm	5	160	March 12, 2026
GST TAX Adding problem	1	253	March 11, 2026
Data Import not working with the ERPNEXT docker container erpnext , docker	3	551	March 8, 2026
Bug creating sales Order using python with foreign currency	1	26	March 6, 2026
Implementing Primary and Secondary Sales	3	744	February 24, 2026
IMAP Sync marking as Read email	13	1639	February 22, 2026
How To Calaculate tax from Sales Taxes and Charges Template when doing bulk import bug , erpnext	1	34	February 10, 2026
Show Leads to Leads Owner Only	10	1311	February 9, 2026
Sales Invoice: Capturing tax breakup for Loading Charges without affecting total quantity	7	88	February 7, 2026
Configuration of Hierarchical Data Filtering for FCRM Modules customization , custom_script	0	36	February 6, 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 …