Apps / ERPNext / Selling
Selling
Quotes to cash, in one pipeline
Quotes, sales orders, delivery notes, and invoices in a single flow — no re-keying data between systems as a deal moves forward.
No credit card required
[01] What it does
Everything Selling handles
Quotes & sales orders
Convert a quote to an order to an invoice without re-entry.
Pricing rules & discounts
Customer- and volume-based pricing applied automatically.
Delivery & invoicing
Partial deliveries and invoices tracked against the original order.
Sales commission tracking
Attribute deals to reps and calculate commission automatically.
Blanket & recurring orders
Set up standing orders for repeat customers without re-creating them each cycle.
Territory & sales team management
Assign accounts and track performance by rep, region, or team.
Return & credit note handling
Process returns against the original order, with stock and accounting updated together.
Multi-currency selling
Quote and invoice international customers in their own currency.
Sales analytics
Win rate, average deal size, and rep performance from the same live data.
[02] Who it's for
What changes when you switch
Stop re-entering the same order three times
Sales teams stop re-typing a quote into an order, then again into an invoice.
Tiered pricing applied automatically
Negotiated or volume-based customer pricing applies itself — no lookup table required.
[03] Compare
See how Selling stacks up
Toggle between tools to compare feature by feature.
OneBook
RecommendedQuote-to-invoice flow
One record, no re-entry
Pricing rules
Applied automatically by customer/volume
Order status visibility
Live, from quote to delivery
Spreadsheets
Quote-to-invoice flow
Re-typed at every stage
Pricing rules
Manual lookup, error-prone
Order status visibility
Whatever the last update in the sheet says
[04] Integrations
ERPNext works with tools you use
Connect to the tools your team already relies on: CRMs, payment providers, analytics platforms, data warehouses & more. We keep everything in sync — automated, accurate, and always up to date.
[05] Implementation
GO LIVE ON SELLING IN 8–12 WEEKS
Most implementations fail on scope creep and bad data. We use process mining to catch failures before they happen.
Week
1–2
Process mining reveals reality
We mine your current systems: Tally, spreadsheets, emails to see how work actually flows. You get data on where things break, where people create workarounds, and where time disappears.
Deliverable: Process map showing your actual workflows
Week
2–3
Lock the scope in writing
Week
4–8
Configure, test, and train in parallel
Week
9–12
Go Live with continuous monitoring
[10] FAQ
QUESTIONS?
WE'VE GOT ANSWERS.
Everything You Need To Know About OneBook As A Business
For Partners
01.
I'm currently on Tally/Zoho. Will switching disrupt my finance team?
No. We support Embedded Accounting. Your operations team gets a unified ERP for inventory, production, and CRM, while your accountant can continue using the Tally format they love via our optional Tally Format data export. You get operational control; they get compliance comfort.
02.
Is my data secure on an Open Source platform?
Yes. OneBook runs on managed Azure Kubernetes with SOC 2, ISO 27001, GDPR, and HIPAA compliance. Your data is encrypted at rest and in transit, with role-based access controls and regular security audits.
03.
How long does it take to go live?
Most companies go live in 8–12 weeks. We scope the project upfront, migrate your data cleanly, train your team properly, and run process mining after launch to catch issues early.
04.
Why don't you charge per user like Zoho or SAP?
Per-user pricing is a tax on growth. When your warehouse team needs access, you shouldn't have to calculate ROI per login. OneBook charges by tier, not by headcount — so your whole team can use it.
05.
Can I keep using Tally for accounting?
Absolutely. Our native 2-Way Tally Sync lets your accountant stay on Tally while your operations team runs on OneBook. No double data entry, no disruption.
06.
What if it doesn't work for us?
We offer a 30-day free trial and a lifetime warranty. If OneBook doesn't fit your business after implementation, we'll help you migrate back — no lock-in, no penalties.