Modules
Industries
simplify
Selling with
ERPNext Software
Automate business anytime, anywhere
Manage Order-To-Cash selling cycle
Powerful ERPNext open source
100% Customizable modules
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Why Choose ERPNext Selling?
Unlike basic accounting tools, ERPNext unifies invoicing, banking, compliance, and reporting into one platform
End-to-end integration
with inventory, CRM, HR, and projects.
Zero hidden costs
No per-user fees or module lock-ins.
Audit-ready out of the box
Prebuilt GAAP/IFRS templates.
Customer & Supplier
Enter customer name, select customer group, type, territory
Default ID is generated for the customer
Customer naming series can be changed from selling settings
Customer address and contact
Set default currency, price list & receivable account
Product Bundle
Create a New request for quotation
In item table, select the bundle of items (Ex: Sofa, Hall cushion table)
Update the product bundle description & save
Product bundles are applied in sales transactions (delivery note)
Pricing Rule
Create new pricing rule & set a priority level
Define pricing rule criteria (item, customer, supplier, quantity, applies on or validity)
Select buying or selling criteria
Manage margin field (margin type, margin rate, price or discount) & save
Sales Order
Create new sales order & pull customer details from quotation
Apply quotation ID, expected delivery date
Select the warehouse to ship the order & save
Preview of printable sale order
A delivery note can be created from sales order
Sales Taxes & Charges
Create new Tax and charges template
Add title, company & tax type details
Create Tax account for each tax via Chart Of accounts
Discount
Discounts applied in sales & purchase transactions (price list)
Enter the percentage of discount on the item
Discount of Net total & Grand total
Discount rate is mentioned in the print sales invoice
Order & Shipment Report
Track status of customer order
Check invoices status (partial paid, paid, pending)
Manage shipping status (delivered, cancelled, returned)
Supplier Scoreboard
Create Supplier data, currency, credit limit, default payable accounts
Supplier scorecard list period basis (weekly, monthly, yearly)
Scoring setup, supplier standing, criteria setup
Use of supplier scorecard variables & evaluable formulas
Customer & Supplier
Product Bundle
Pricing Rule
Sales Order
Sales Taxes & Charges
Discount
Order & Shipment Report
Supplier Scoreboard
Accounting Entries
Chart of Accounts
Journal & Payable Entry
Sales & Purchase Invoices
Multi-Currency Accounting
Subscription & Invoice Discounting
Bank & Payment Reconciliation
Accounting Entries
Engineered online accounting entry software with custom dashboard.
Emphasize your sales, expenses, performance with real-time indicators.
Monitor your entire operational accounting workflow in one spot.
Integrate your current system with our industry-leading ERPNext solution
Chart of Accounts
Chart of accounts is the pool of ledger accounts.
It is the foundation for company's record-keeping system
Generic account includes records of expense, equity, liability, revenue, assets.
The structural group contains sub-ledger and general ledger account.
Turn your financial report standards easier with Tridots Tech module.
Journal & Payable Entry
Designed to track and accomplish all payable transactions.
Save money by monitoring income, cash flow, overhead expenses.
User-defined invoice flagging for payment with manual override capability
Empowering accounts payable functions with our task-driven, accounting-centric solution.
Sales & Purchase Invoices
User-friendly invoice for your customers or vendors/suppliers.
Trigger payable bills as notification via email or SMS reminders.
In-depth detailing of product summary with discounts mentioned in sub-total.
Default or custom printable templates are configured for owners.
Multi-Currency Accounting
Manage global transactions with our multi-currency system.
Customize currency value in invoice templates easily.
Quick and secure implementation of budget scenario creation.
Real-time reporting of multi-company, multi-division cash flow.
Subscription & Invoice Discounting
Handle memberships/subscriptions with an auto-invoicing system.
Avoiding time wastage on preparing monthly reminder bills.
Retain the business growth with our auto-generating invoice system.
Bank & Payment Reconciliation
Create and maintain unlimited bank accounts for your customers and suppliers/vendors.
Sync your financial transactions with multiple banks or payment integrations.
Download bank statements anytime for current or term liabilities.
Centralized Control, Distributed Operations
Effortless General Ledger & Chart of Accounts
From payments and receipts to credit/debit notes, log all kinds of entries with just a few clicks.
Prebuilt templates
Start with GAAP/IFRS-compliant structures.
Multi-level accounts
Track departments, projects, or branches separately.
Auto-posting
Sync entries from sales, purchases, and payroll.
Automated, Error-Free Matching
Bank Reconciliation & Payments
Sync with 5,000+ global banks and reconcile in minutes
Bank API integration
Direct feeds from PayPal, Razorpay, Stripe, etc.
Smart suggestions
Auto-match invoices/payments to transactions.
Reconciliation reports
Audit trails with timestamps and user logs.
Handle 120+ Currencies with Ease
Multi-Currency & Global Compliance
Automate forex calculations, tax filings, and cross-border invoicing.
Real-time exchange rates
Auto-updated from ECB/Google Finance.
Tax Templates
ST, VAT, Sales Tax, and 1099 reporting.
Multi-company support
Consolidate financials across subsidiaries.
Insights at Your Fingertips
Advanced Financial Reporting
Generate 50+ prebuilt reports or create custom ones in seconds.
GAAP/IFRS statements
P&L, Balance Sheet, Cash Flow, Trial Balance.
Drag-and-drop builder
Customize dashboards with KPIs.
Drill-down analytics
Track expenses to individual transactions.
ERPNext CRM
Traditional CRMs
Capability
ERPNext
Traditional CRMs
Cost Structure
No per-user fees, unlimited contacts
Tiered pricing, pay for features
Customization
Modify fields, workflows, and UI freely
Limited to vendor templates
Data Ownership
Self-hosted, full data control
Cloud-only, vendor-managed
Scalability
Grow from startups to enterprises
Often requires platform upgrades
Integration
Native links to accounting, inventory, HR
Requires third-party connectors
Why Partner with Tridots Tech?
As a Frappe Silver Partner, we bridge the gap between ERPNext’s capabilities and your business needs:
Tailored Implementation
Configure workflows for your industry (retail, manufacturing, SaaS).
Post-Launch Support
Dedicated helpdesk, quarterly audits, and upgrade assistance.
Training Programs
Hands-on sessions for finance teams to master advanced features.
Get Started Today
Free Consultation ➔ Custom Demo
Let Tridots Tech streamline your accounting with ERPNext’s most powerful features.
Book a Demo
Faq's
Common Questions & Answers
Here’s everything you need to know about Payble, from features to getting started.
How do you ensure business continuity during the modernization process?
We use an incremental approach, modernizing your system in phases while keeping the existing system operational. This minimizes disruption and allows your team to continue working throughout the process. We also conduct thorough testing at each phase to ensure compatibility and functionality.
How do you ensure business continuity during the modernization process?
How do you ensure business continuity during the modernization process?
How do you ensure business continuity during the modernization process?
How do you ensure business continuity during the modernization process?
Contact informmation
Help Desk
info@tridotstech.com
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+91 99401 81721
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