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Exercise On ERPnext

The document describes an exercise to practice using the CRM module of an ERP system. It instructs the user to create a database of leads, create a customer and opportunity from selected leads, generate standard CRM reports, create a newsletter to promote a new product or service, and populate and send the newsletter to subscribers imported from the lead database. The objective is to provide hands-on experience with key CRM functions like managing leads, customers, opportunities, and communications.

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Vikas Kumar
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
2K views

Exercise On ERPnext

The document describes an exercise to practice using the CRM module of an ERP system. It instructs the user to create a database of leads, create a customer and opportunity from selected leads, generate standard CRM reports, create a newsletter to promote a new product or service, and populate and send the newsletter to subscribers imported from the lead database. The objective is to provide hands-on experience with key CRM functions like managing leads, customers, opportunities, and communications.

Uploaded by

Vikas Kumar
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Exercise 3 (ERP Systems)

The main objective of the exercise to have a Hands On with the CRM module of ERP. It is
assumed that you have already set-up your organisation in Exercise 1 and journal ledger and
accounts in Exercise 2. Since the exercise is on CRM, it is assumed that you have good
familiarity with the terms:

Lead
Customer
Opportunity
Quotation

In case of any help in working with the ERP you can refer the manual (which is available
online on the ERP interface. While working in the exercise below, keep in mind that All the
work done by you should be maintained in the Lab Note Book. Feel free to do experiment,
read the manual and discuss.

Create a database of the leads using the following information. You are free to use your own
wisdom to chose the missing fields (Use CRM /Lead/Make a New Lead)

S.No. Person
Name

Source

1
2
3

Rahul
Rakesh
Kavita

4
5
6
7
8
9
10

Email ID

Lead
Type

Advertisement [email protected]
Blog Post
[email protected]
Campaign
[email protected]

Next
Contact
Date
26-12-2015
25-12-2015
27-12-2015

Anne

Call

[email protected]

27-12-2015

Consultant Enquiry

Aiswarya
Bipasha
Sunny
Papiya
Ritik
Salman

Customer
Customer
Supplier
Call
Call
Advertisement

[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]

26-12-2015
30-12-2015
27-12-2015
26-12-2015
25-12-2015
31-12-2015

Consultant
Client
Consultant
Client
Client
Client

Client
Client
Channel
Partner

Enquiry
Enquiry
Suggestion

Suggestion
Information
Enquiry
Suggestion
Information
Enquiry

2. Create a Customer from the lead (Rahul ) and assign a credit limit of Rs. 50000 to him.
Assign the account of the customers to the Debtors account of the company. Assign other
parameters as per your own choice. Save
3. Create an opportunity from the lead Bipasha for Sales. Mention that the discounts can

a bargained over phone in the range of 5 - 15 %. Keep a one week window for the
next contact. Save

Exercise 3 (ERP Systems)


The main objective of the exercise to have a Hands On with the CRM module of ERP. It is
assumed that you have already set-up your organisation in Exercise 1 and journal ledger and
accounts in Exercise 2. Since the exercise is on CRM, it is assumed that you have good
familiarity with the terms:

Lead
Customer
Opportunity
Quotation

In case of any help in working with the ERP you can refer the manual (which is available
online on the ERP interface. While working in the exercise below, keep in mind that All the
work done by you should be maintained in the Lab Note Book. Feel free to do experiment,
read the manual and discuss.

1. Create a database of the leads using the following information. You are free to use your own
wisdom to chose the missing fields (Use CRM /Lead/Make a New Lead)
S.No. Person
Name

Source

1
2
3

Rahul
Rakesh
Kavita

Anne

5
6
7
8
9
10

Lead
Type

Advertisement [email protected]
Blog Post
[email protected]
Campaign
[email protected]

Next
Contact
Date
26-12-2015
25-12-2015
27-12-2015

Call

[email protected]

27-12-2015

Consultant Enquiry

Aiswarya Customer
Bipasha
Customer

[email protected]
[email protected]

26-12-2015
30-12-2015

Consultant Suggestion
Client
Information

Sunny
Papiya
Ritik
Salman

[email protected]
[email protected]
[email protected]
[email protected]

27-12-2015
26-12-2015
25-12-2015
31-12-2015

Consultant
Client
Client
Client

Supplier
Call
Call
Advertisement

Email ID

Client
Client
Channel
Partner

Enquiry
Enquiry
Suggestion

Enquiry
Suggestion
Information
Enquiry

2. Create a Customer from the lead (Rahul ) and assign a credit limit of Rs. 50000 to him.
Assign the account of the customers to the Debtors account of the company. Assign other
parameters as per your own choice. Save
3. Create an opportunity from the lead Bipasha for Sales. Mention that the discounts can

a bargained over phone in the range of 5 - 15 %. Keep a one week window for the
next contact. Save

Create a Quotation for the customer Salman. Feel free to add prices, taxes and other
figures as per your own choice. In order to add items and prices ( Use Selling /
Documents / Items) Save and Print
5. Create Standard CRM reports: (Use CRM / Standard Reports )
(a) Lead Details
(b) Customer Addresses and Contacts
4.

6. Create a Newsletter Post for a product / service being launched by your company

write a one paragraph description of the product / service highlighting the main
features of the product / service . (Use CRM / Newsletter )
a. Newsletter List (Create a new list , give some name)
b. Subject (Give some catchy tagline to the subject)
c. Message ( Write all the good things about your product /service)
d. Test (write one email ID from the Lead list)
e. Send the email
7. Populate the Newsletter list, by adding subscribers using import subscribers from the
Lead Database. ( Use CRM / Newsletter List). Save the list
8. Send your newsletter to the complete list.

4. Create a Quotation for the customer Salman. Feel free to add prices, taxes and other

figures as per your own choice. In order to add items and prices ( Use Selling /
Documents / Items) Save and Print
5. Create Standard CRM reports: (Use CRM / Standard Reports )
(c) Lead Details
(d) Customer Addresses and Contacts
6. Create a Newsletter Post for a product / service being launched by your company

write a one paragraph description of the product / service highlighting the main
features of the product / service . (Use CRM / Newsletter )
f. Newsletter List (Create a new list , give some name)
g. Subject (Give some catchy tagline to the subject)
h. Message ( Write all the good things about your product /service)
i. Test (write one email ID from the Lead list)
j. Send the email
7. Populate the Newsletter list, by adding subscribers using import subscribers from the
Lead Database. ( Use CRM / Newsletter List). Save the list
8. Send your newsletter to the complete list.

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