Sales & CRM
Sales in Easedesk — overview and key features
Learn what the Sales module in Easedesk ERP does, who it's for, and how to create invoices + orders for your Indian business.
Quick answer
The Sales module in Easedesk lets you create invoices + orders. Quick + detailed invoice, recurring + proforma, and multi-currency — all in one place, designed for Indian SMEs.
What is the Sales module?
The Sales module in Easedesk ERP is built for Indian businesses that need to create invoices + orders without juggling spreadsheets or stitching together multiple tools. It is part of Easedesk's 50+ module unified platform.
It is included in every Easedesk subscription (subject to plan availability) and works out-of-the-box with sensible Indian defaults — INR currency, April–March fiscal year, GST-aware pricing, and Indian compliance.
Key features
Sales ships with the following capabilities:
- •Quick + detailed invoice
- •Recurring + proforma
- •Multi-currency
- •Auto-numbering
Who should use it?
Teams that invoices + orders regularly will get the most value. Common users include sales reps, account managers and sales leadership.
Why teams choose Easedesk for this
Compared to standalone tools, Easedesk's Sales module gives you:
- •Faster billing
- •No GST math
- •Auto accounting hook
Permissions required
Access to Sales is controlled by the Easedesk RBAC system. By default, the predefined roles that include access are typically Admin, Sales Manager and the Viewer role (read-only). Owners can edit role permissions in Settings → Users & Roles.
Frequently asked questions
What does the Sales module do in Easedesk?
Is Sales included in my Easedesk plan?
Who can access Sales?
Can Sales be disabled if my team doesn't need it?
Where does Sales data come from?
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Still have questions?
Use the AI Assistant inside Easedesk (it has access to your data), or reach our team.
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