How to create Opportunity in ERPNext ?

An Opportunity – is a contact which has been qualified. This person has entered into your buying cycle and is committed to working with you. You have already contacted, called or met him and know their needs or requirements. The old sales rule says: “The opportunity is a deal that you have the possibility to close!”

When you know your Lead is looking for some products or services to buy,you can track that as an Opportunity.

Follow these steps to create Opportunity in ERPNext

1)

Goto

CRM->Documents->Opportunity->New

or

You can create Opportunity from Lead

In the above diagram you can see you can create Opportunity from Lead.

2)In the Opportunity form you can select opportunity from Lead/Customer and you can select Lead/Customer for which you are going to create opportunity. Here you can also mention/select Status of the opportunity like Open,Lost,Replied and you can also select Opportunity Type like Sales and Maintenance

3)In the Opportunity you can also enter Item and Qty for which the Lead/Customer is looking

In the above figure you can see,

To add items in opportunity form then Check With Items. In Item Row add items with qty.

4)In More Info add Opportunity Date,Next Contact By,Next Contact Date and Source details

5)After entering all data Save the Opportunity form

In the above diagram you can see,From Opportunity you can create quotation by clicking button Create Quotation and you can also close the Opportunity.

How to create Supplier in ERPNext ?

Supplier-A party that supplies goods or services. A supplier may be distinguished from a contractor or subcontractor or company or individual, who commonly adds specialized input to deliverables. Also called vendor. Follow below steps to create Supplier in ERPNext

1)You can create New Supplier in ERPNext vai

Buying->Documents->Supplier->New

or

Accounts->Documents->Supplier->New

2)In the Supplier form you need add Supplier Name,Supplier Type,Supplier Details

Supplier Name-Enter the name of the supplier

Supplier Type-Select the supplier type like Distributor,Electrical,Services,Local etc.

If you want you can also create New Supplier Type by clicking Create a new Supplier Type in Supplier Type

when you click on Create a new Supplier Type,you will get new window as shown below

As shown in above figure in New Supplier Type add new supplier type and credit days and save it.

You can also create New Supplier Type via

Buying->Setup->Supplier Type->New

3)Enter Supplier details in Supplier form and save it. After saving it looks like

4)When you create new supplier,ERPNext will create Accounting Ledger automatically for supplier under Account Payable in the Company set in the supplier record.

5)You can also create Supplier while entering new Purchase Order/Purchase Receipt/Purchase Invoice

In the above figure you can see while creating new Purchase Order we can create a new Supplier by clicking create a new Supplier in Supplier field.

How to Install ERPNext?

Fallow this link https://github.com/frappe/bench

What is ERPNext?

ERPNext is a opensource cloud based ERP Software - that helps you to take full control of your business. ERPNext is simple and easy to use. ERPNext helps you to manage Accounts,Inventory,Purchase,Selling,Manufacturing,CRM(Customer Relationship Management),HRM(Human Resource Management),Project Management,Task Management and much-more. ERPNext wide range of options cover all features you need to run a small to medium business. You can also customise ERPNext based on your business process. Click here to know more about ERPNext

What is ERP?

ERP is an acronym for Enterprise Resource Planning. ERP is business process management software that allows an organisation to use a system of integrated applications to manage the business and automate many back office functions related to technology, services and human resources.