Skip to content

Dino ERP is built, sold and supported by TechDino

Buy Dino ERP
Dino ERP
Sales

From quote to cash without re-typing a thing

Quotations become orders, orders become deliveries and invoices — every step linked, every number consistent.

Request a demo Pricing & licence

What is Sales in Dino ERP?

Sales in Dino ERP runs the whole order-to-cash flow: quotations with revisions, orders with credit checks, deliveries, returns, back-orders and recurring orders, plus commissions and customer statements. Deliveries relieve stock and post cost of sales, and invoices post to the ledger, all inside one self-hosted system.

Last updated · TechDino

Sales

Quotes with guard rails

Revisions, customer price lists and discounts that go for approval above your limits.

  • Revisions
  • Approval-gated discounts
  • Customer price lists

Sales

Orders that check credit

Credit limits and holds are checked before an order is confirmed, not after it ships.

  • Credit checks
  • Stock reservation
  • Recurring orders

Sales

Deliveries that do the accounting

Shipping relieves stock and posts cost of sales; returns and credit notes reverse it cleanly.

  • Partial deliveries
  • Returns
  • Commissions

What's included

Everything in Sales

  • Quotations with revisions
  • Sales orders
  • Credit limits and holds
  • Below-margin approval guard
  • Deliveries, returns and back-orders
  • Recurring orders
  • Sales commissions
  • Customer 360 view
  • Approvals on discounts

Works across every branch of your company, with role-based access, approvals, attachments, comments and a full audit trail on every record.

In detail

How Sales works

How does Dino ERP handle a sale from quotation to delivery?

A quotation becomes a sales order, the order is delivered in full or in parts, and the delivery leads to an invoice. Each document links back to the one before it, so quantities delivered and invoiced roll up on the order line without re-typing.

  • Quotations with revisions
  • Sales orders with stock reservation
  • Deliveries, partial deliveries and back-orders
  • Returns with credit notes

Can Dino ERP stop discounts and sales below margin?

Yes. A below-margin guard flags quotations priced under your margin, and discounts above the limits you set go through an approval workflow before they can be confirmed. Approvals route by amount, branch and department, and the approver can act from the inbox or from a one-time e-mail link.

Does Dino ERP check customer credit before confirming an order?

Yes. Credit limits and credit holds are checked when an order is confirmed, not after it ships. Customer statements and credit control give finance a view of overdue balances.

What accounting happens when I deliver or return goods?

A delivery relieves stock and posts cost of sales (debit COGS, credit inventory). An invoice debits accounts receivable and credits sales revenue plus tax payable. A sales return puts stock back and a credit note reverses the revenue, so inventory and the ledger stay in step.

Does Dino ERP support recurring orders and sales commissions?

Yes. Recurring orders repeat on a schedule you define, and commission plans calculate commission that is issued as commission statements. Both read from the same posted sales data.

How are sales records protected across branches and teams?

Every list and detail query is filtered by the user’s permission scope, so a salesperson sees their own records, a manager their team or branch, and head office everything. Changes are audit-logged with old and new values, and cost and margin fields are hidden from users without the view-cost or view-margin permission.

FAQ

Sales: questions buyers ask

Can I raise a quotation from a CRM opportunity?

Yes. CRM and sales share the same customers and opportunities, so a quotation can be created from the deal without re-entering customer details.

Does it support partial deliveries?

Yes. Orders can be delivered in parts, and undelivered quantities remain as back-orders until fulfilled.

Can customers accept quotations online?

Yes, through the customer portal, where customers can accept or decline a quotation, view orders and invoices, and pay online through a configured gateway.

Are GST and other taxes applied automatically?

Taxes are applied from your tax setup. For India, CGST and SGST or IGST are chosen by place of supply, with HSN or SAC codes on the lines.

Do I need to run sales on a separate system from stock and accounts?

No. Sales, inventory and finance share one database, so deliveries and invoices update stock and the ledger directly.

Works great with

Connected out of the box

CRMLeads, pipeline and campaignsLearn more Inventory & WMSStock, warehouses, picking, deliveryLearn more FinanceLedger, invoices, bills, bankingLearn more
Explore all features

See Sales in a live demo

See Dino ERP in a live demo, then get a one-time quotation for your scope. Hosted on your server, under your brand.

Request a demo Pricing & licence
Or chat on WhatsApp: +91 70936 08698