ERPNext (Open Source): Quick Demo-Procure to Pay & Lead to Cash-Part 08-Create Lead in ERPNext CRM

Simple demo on How to Create Material Request/RFQ/Supplier Quotation/Purchase Order/Purchase receipt/Supplier invoice(GST)/Supplier Payment/Lead/Opportunity/Sales Quotation/Sales Order/Material Delivery/Sales Invoice(GST)/Sales Receipt in ERPNext

What is ERPNext?

Free and Open Source Enterprise Resource Planning (ERP). ERPNext includes the following areas for managing businesses:

Accounting
Warehouse Management
CRM
Sales
Purchase
HRMS
Project Management
Support
Asset Management
Quality Management
Manufacturing
Website Management
Customise ERPNext

ERPNext is built on the Frappe Framework, a full-stack web app framework built with Python & JavaScript.

Where is Repository?

Here is the link for Repository

https://github.com/frappe/erpnext

Where is the Official Website?

https://frappe.io/erpnext

How can I quickly Install and Run on MacOS/Ubuntu/Windows

Here are Step by Step Instructions to Quickly run ERPNext with Docker Compose on Ubuntu, For Windows there will be separate article. For MacOS refer below article.

“https://medium.com/free-or-open-source-software/erpnext-open-source-erp-install-and-run-with-docker-compose-on-macos-1c5d234d034a

Part 01 of the Article.

ERPNext(Open Source): Quick Demo-Procure to Pay & Quote to Cash-Part 01-Create Material Request in ERPNext Purchasing

Part 02 of the Article.

ERPNext(Open Source): Quick Demo-Procure to Pay & Quote to Cash-Part 02-Create Request for Quotation in ERPNext Purchasing

Part 03 of the Article

ERPNext(Open Source): Quick Demo-Procure to Pay & Quote to Cash-Part 03-Create Supplier Quotation in ERPNext Purchasing

Part 04 of the Article

ERPNext(Open Source): Quick Demo-Procure to Pay & Quote to Cash-Part 04-Create Purchase Order from Supplier Quotation in ERPNext Purchasing

Part 05 of the Article.

ERPNext(Open Source): Quick Demo-Procure to Pay & Quote to Cash-Part 05-Create Purchase Receipt in ERPNext Purchasing

Part 06 of the Article.

ERPNext(Open Source): Quick Demo-Procure to Pay & Quote to Cash-Part 06-Create Purchase Invoice from Purchase Order in ERPNext Purchasing

Part 07 of the Article.

ERPNext(Open Source): Quick Demo-Procure to Pay & Quote to Cash-Part 07-Create Supplier Payment in ERPNext Purchasing

Let’s start step by step business process.

Kindly note that this Article does not include Configuration & Master data creation, It will only give you Quick Overview of how Business Process Works in ERPNext from End User side. There are various options to process data in ERPNext and I will try to Include various step by step tutorials in upcoming articles.

Step 01: Click on CRM.