What is Selling in ERP Software?

Selling is a transnational activity that indicates the profit or loss when a product reaches to a customer. In Techbeeo ERP, you will find a “Selling” module that will help you track the selling condition. You will able to identify the selling position and what is the next step to complete the product selling. We can divide the selling system into two different types.

  • Direct sell from stock & measure the profit loss before hitting the accounting department
  • Complex selling process

We will discuss both processes below:

  1. Easy Selling Process: If you go to the “Selling” module from global search or using “Explorer” option, you will find a page like below image.

To add a new entry, go to “Selling > Sales Order” and click on “New” button from the right top corner. You will find below options on the newly appeared page like below image.

  • Customer: If you have previously created a customer, you can use it easily. Otherwise, you can create a customer using the “Create New Customer” option.
  • Oder Type: You have to select sales, maintenance or shopping cart depending on sales type.
  • Date: You have to select selling date from this option.
  • Delivery Date: You have to select a convenient delivery date from this option.
  • Customer’s Purchase Order: You have to enter purchase order-related information in this section.
  • Address and Contact: You can add contact address and contact number in this section. We will learn about “Territory” later.
  • Currency and Price List: Using this we can mention, what will be the default currency for the transaction? We are using Bangladeshi Taka as our currency; you can use any currency you want.
  • Taxes and Charges: Percentage of Tax can be set in this section.
  • Additional Discount: If there has any extra discount, you can add here.
  • Payment Terms: To sell any product, you can set a few terms using this option.
  • Terms & Conditions: To set the terms and condition for individual products, you can use this option.
  • More Information: You can add additional information here.
  • Printing Details: Using this option, you can add a printing head and letterhead.
  • Billing and Delivery Status: You have to set this option.
  • Commission: If you want to set any commission on the sale, you have to set in this option.
  • Sales Team: Company who sales product using a sales team, they need this option.

After adding all the information you have to save and submit and you will find it on the sales order list. Its status will be “To deliver & bill”.

Inside the option you will find “Make” button, you have to click payment option and you will find below page. You can select the mode of payment. Then you have to save and submit the form. Now the status will be changed to “To Deliver”.

If you enter in this option, you can select a delivery option. Then you will find the delivery form. Now save and submit the form. Now the status will be completed and you will get notification “Sales Order Complete”.

  1. Complex Process of Selling System: In TechBeeo ERP, all organizations are large, if there has multiple divisions and work for multiple employees. In this term, if you apply a complex selling process, work efficiency will increase.

Quotation: When a customer sends an inquiry to the supplier to about product price, this is considered as a quotation. A customer can submit quotation like below image.

You will find below fields in this form.

  • Quotation To: To whom the quotation is generated you have to select the name. It can be for lead owner or customer as well.
  • Customer: Customer name should be mentioned here.
  • Date and Valid Till: Quotation date and how many dates it will stay valid, you have to select a date.
  • Order Type: You have to select order type from sales, maintenance, and shopping card.
  • Address and Contact: You can input customer details and contact information here.
  • Currency and Price List: Default currency for a transaction you have to set here.
  • Taxes and Charges: You have to set tax percentage as per government rules and regulations.
  • Additional Discount: If you want to allow an extra discount, you have to set here.
  • Payment Terms: If there have any terms and condition of selling, you can set it here.
  • Print Settings: You have to set print setting here.
  • More Information: If there has any other information, you have to set it here.

After filling all the necessary information, you have to save and submit the form.

In a similar way, open a new sales order and fill all necessary fields. After save and submit, you will find the Make button. After filling all the necessary steps, your sales order will be completed. You need to go through a process like an invoice, payment, and delivery. In every step, you have to save and submit.

How to Create New Supplier in ERP Software?

The supplier in ERP

ERP supplier is a module that allows us adding Supplier in our ERP software. After login in Techbeoo ERP homepage, you will notice “Explorer” option. Inside the Explorer, you will find all modules arranged on the left side. If you click on the Buying module, you will find Supplier inside the buying module.


If you click on “New” button in the top right corner, you will find a page like below image.

Note: You have to click on “Edit in full page” in the box appeared.

supplier page edit

You have to fill in some necessary information listed below.

Supplier Name: You have to provide supplier name here.

Supplier Type: Supplier type basically represents the category of suppliers. You have to create suppliers before you use. Once created, you have to select the supplier type from the list.

Country: You can select supplier’s country name from the drop-down list.

Print Language: If necessary, you can choose the printing language. Your document will be translated & printed in that language.

Tax ID: If you have any Tax information, you can include that in this section.

Currency & Price List: What currency will be used for a transaction between supplier and buyer, you can set it here.

Credit Limit: Credit limit refers to the transaction limit. You can set the Credit Limit for every supplier.

Default Payable Accounts: What accounting head will be used as the default transaction account to perform any transaction with the supplier, you can set it from here.

More Information: If you have any extra information to add, you can add here.

Address & Contacts: You can add supplier contact details here.

After adding all necessary information, if you click on the Save button, New Supplier will be added to your supplier list. You can use the supplier for your next use when you place a purchase order. In case you don’t know, how to create a purchase order? You can read the below article.

What is Buying in ERP Software?

What is Buying in ERP Software?

What is buying?

In Techbeoo ERP, Buying is a module that is known by various names in different organizations. Few call it “Purchase Department” and others call “Procurement Department” to understand. But whatever the name is, its duty is buying necessary goods for self-use or business profit.

From your Techbeeo ERP module, go to “Explorer>Buying”. You will find a page like below image.

ERP Buying Option


You will find a few different options inside the buying module. Among them “Setup” is an option that we will learn first for the ease of use. In setup option there have three different sub-options like below:

  1. Buying Settings
  2. Terms & Conditions Template
  3. Purchase Taxes & Charges Template
  • Buying Settings: To identify the supplier, you have to input “supplier naming”. You will find two different options like Supplier Name or Naming Series. Select a convenient one from this two options.buying settings in ERP Software

You can add Default Supplier Type like Electrical, Consumer, Pharmaceutical or any other you want. You will find another field “Default Buying Price List” that allows you to set transaction currency.

If you want to sell products in local currency like BDT (Bangladeshi Taka), INR (Indian Rupee), you can do this.

  • Terms & Conditions Template: You can write the deal between supplier and company here.
  • Purchase Taxes & Charges Template: According to country rules how much Tax you have to pay, you can write here.

Purchasing :

After the setup option, you have to work on the “Purchasing” option. There have few different options available in this option as sub-option.

Purchasing option in ERP

  1. Material Request
  2. Request for Quotation
  3. Supplier Quotation
  4. Purchase Order

Material Request: Our first sub-option under the buying module is “Material Request”. In the top right corner, you will find the “New” button.

If you click on “New” button, you will find a page like below page.

material request

You will find below-mentioned properties in this form.

  1. Series
  2. Type
  3. Required Date
  4. Item Code
  5. Quantity
  6. For Warehouse
  7. More Information
  8. Printing Details
  9. Terms & Conditions

Series: Using this function, the software automatically generates a serial number.

Type: You can select a material type from Purchase, Material Transfer, Material Issue, and Manufacturer.

Item Code: From the table, click on “Add Row” and you will able to add Item Code, Quantity, For Warehouse and Required Date. You have to add Item Code, Quantity and Warehouse name. The required date is a date when you need the product.

More Information: You can mention who requested the product in more information option.

Printing Details: If you want to print the order, you have to add Letter Head and Printing Heading.

Terms and Conditions: If there have any terms and condition of purchase, you can add this as template or description. Then you have to save and submit the information for future reference.

If you fill all the above fields, you will find a pending item in “Material Request” list. If you go to pending item list, you will find a page like below image.

In the top right corner, you will find the “Make” button. Beneath you will find the dashboard. You will find few options in dashboard section like Request for Quotation, Supplier Quotation, and Purchase Order. Depending on company requirement, you can use those options or not. You can complete “Purchase Order” directly.

In this step, we will learn how we can complete “Purchase Order” directly.

In the previous step, we already learned how to create Material Request. If you save & submit the “Material Request” you will find a page like below image. In the top right corner, if you click on “Make” button, you will find few common options like Request for Quotation, Supplier Quotation, and Purchase Order.

This list is changeable depending on company size. The list will give you direction, what should you do? In small companies, the person who created “Material Request”, also place the “Purchase Order” as well. You just click on “Purchase Order” button to place the purchase order.

If you click on the purchase order, you will find below page on your computer screen.

erp software purchase order

In this page, you will find “Add Items from” button. If you click on this button, you will find “Request Quotation” option. You will find all recently added “Request Quotation” here. You have to select anyone you need.

After that, you have to set Currency and Price. After selecting the supplier name from the drop-down list, you have to save and submit the form. This is the process to complete the “Purchase Order”.

If you go to the “Purchase Order” list, you will find recently added item with its status. If the status is “To receive & bill” that means the item is received already and need to pay the bill.

How to Create Complex Purchase Order?

This process is applicable for comparatively large organizations. Because Every single department has multiple employees who have fixed different works. Completing the procurement process verifying every step is complex work. Steps of creating complex purchase order are given below.

  1. Material Request: We already discussed how to create Material Request. In the same way, you can receive Material Request from multiple departments.
  2. Request for Quotation: After receiving a Material Request, Procurement department will ask for a quotation from different suppliers. Go to “Request for Quotation” and then click on “New” button at the top right corner.
    On the newly arrived page, you will notice “Get Items from” in the top right corner. Click on this button and select “Material Request” from the drop-down box.
    If you select an item name, this will automatically fill some information and you need to fill in some information You will notice a page like below image.
  3. Supplier Quotation: If the supplier sends any quotation via email or using any other media, you have to save that quotation on his personal database (Person or Company Name) like below image.
  1. Purchase Order: We already discussed how to complete Purchase Order. You have to follow the same process after getting the quotation from suppliers.

Following the above-mentioned steps, you can buy products for your company. Before you purchase any goods for your company, you have to create an item with ERP Software. If you don’t know how to create an ERP Item, you can read below article.

How To Create an Item in ERP Software?

How to Create Item in ERP Software?

What is an Item?

In Techbeeo, Item is the list of products or services of a company. A raw material or produced goods, all are included under the company item.

For example, if you are an owner of the retail shop, then you have some products in your shop like soap, oil, salt, sugar, rice and many. All of them are considered an item in term of Techbeeo ERP.

How to Create Techbeoo ERP Software Item template?

To create a new item in your ERP software, first of all, you have to create an Item Template. You can create Item Template using two different methods.

If you write “New Item” in the search box you will find a field as a drop-down. Use this option to create a new item in your ERP software.

create erp new item

You can use the “Explorer” option of your ERP software to create a new item as well. Follow the path “Explorer>Stock>Item”. If you click on “Item” module, you will find below page.

Continue reading “How to Create Item in ERP Software?”