Address
Address In ERPNext, an Address is employed to hold the mailing or physical location details for an entity like a Lead, Customer, Supplier, Shareholder, Sales Partner, or Warehouse. Addresses are saved as independent records so they can be reused and easily managed across various entities. For instance, the same address can be associated […]
Delete Company Transactions
Delete Company Transactions ERPNext continues to offer the ability to all Delete Company Transactions transactional records (Sales Orders, Invoices, Stock Entries, Payment Entries, etc.) for a given company, but retain master records such as Items, Customers, BOMs, Accounts, Employees, etc. 1. Transaction Deletion Record Tool Go to Transaction Deletion Record. Add a new document: […]
Personal Data Deletion
Personal Data Deletion As a GDPR compliance feature, ERPNext v15 features Personal Data Deletion. The personal data deletion feature allows one to delete the account and anonymize all personally identifiable data created using ERPNext. Personally identifiable information shall be randomized to maintain privacy. This encompasses information from your user account, like: username, full […]
Personal Data Download
Personal Data Download As one of the features of GDPR compliance, ERPNext possesses the Personal Data Download feature. The personal data download utility allows you to automatically download all the personal data you have created using ERPNext. This includes personally identifiable information from your user account, like: username, full name, birth date, phone […]
Bulk Update
Bulk Update The Bulk Update feature allows you to update a particular field in many records of a given DocType at once—saving effort and time. Go to: Home > Settings > Bulk Update Example Scenario: You have 20 Quotation records with All Territories, but now you need to update them […]
Bulk Renaming of Records
Bulk Renaming of Records Bulk Renaming of Records allows you to rename many records simultaneously. 1. Renaming One Document If renaming is enabled for the Document type, open the document → Menu → Rename. 1.1 Renaming Multiple Records Apply the Rename Tool: Home > Settings > Rename Tool Steps: […]
Downloading Backups
Downloading Backups Downloading Backups: A Database backup manually from ERPNext. To obtain the latest database backup: Home > Tools > Download Backups A Backup is created every 8 hours. Click on the link to download the desired time’s backup. To determine how many backups are downloadable at one time, click Set Number […]
Data Export
Data Export ERPNext’s Data Export feature enables you to pull out data of any DocType into a downloadable file in CSV or Excel format. Go to: Home > Tools > Data Export How to Use Data Export Open Data Export Go to Data Export from the search bar or menu. Select DocType […]
Data Import
Data Import You can update or import records in bulk from a CSV or Excel file using ERPNext’s Data Import Tool. This is useful for bulk updating of existing records or for importing Master Data (e.g., customers, suppliers, items). Where to Access From the sidebar: Go to: Home > Tools > Data Import […]
Payment Entry
Payment Entry In ERPNext, a payment entry is an accounting record that attests to the receipt of funds from a client or payment to a supplier. It indicates whether the outstanding balance has been paid in full or in part by linking directly to sales or purchase invoices. In order to maintain accurate […]
