i have successfully started using erpnext but there are some hurdles which i need to figure out .
My business .
A trader buying material from other vendors and supplying the same .
My cycle of business
Lead >> Opportunity >> Quotation >> Pro Forma Invoice >> Invoice
Need to know these
I want to know how to create pro forma invoice . Its the step where the final quantity of material that is ready for dispatch before payment . Here i want to know how to add packing & Forwarding Charges that add to the final total.
invoice reminder to client every week regarding payment , once the payment has come then stop sending messages
Weekly reminder to customer regarding the quotations given to them . if the order is lost , then they can click link in email which leads to a form where they can specify why the order has been lost or given to other person. (this would surely help us understand where we lack and need to improve.)
All couriers that are sent to customers , if we can link to our customer , it would surely help . As many times lot of time is wasted in finding the docket no. and courier company name if they courier has not been delivered . this would reduce stress of going through lots of courier receipts .