Request for Quotation
Request for Quotation A Request for Quotation (RFQ) is a formal purchasing document that an organization uses to invite prices and other terms from a single or more one potential suppliers of particular goods or services. It lists the goods needed, their quantities, preferred delivery, and other purchase terms to allow the submission of competitive quotations […]
Asset Shift Allocation
Asset Shift Allocation The Asset Shift Allocation functionality in ERPNext enables organizations to adjust the shift allocation of an asset—especially those with shift-based depreciation enabled—for a certain duration. During mid-life change of shifts, the system redistributes the existing depreciation entries automatically so that the data remains accurate and the number of depreciation entries is preserved. Let’s […]
Asset Category
Asset Category An Asset Category in ERPNext is a classification system used to group different types of assets held by a company. It is significant in standardizing the way assets are accounted for, monitored, and depreciated within the organization. Asset Categories facilitate efficient asset management by grouping similar assets under a single set of accounting […]
Purchase Invoice
Purchase Invoice A Purchase Invoice is the invoice you pay your supplier in return for goods or services they have rendered. This invoice is the foundation for how you’ll pay your supplier and is a vital aspect of maintaining accounts payable and expenses tracking for your business. In ERPNext, the Purchase Invoice is the reverse of […]
Raw Printing
Raw Printing Raw Printing is when you send a string of commands to a printer in its own language, without using printer drivers. This method is often used for thermal printers that need raw command inputs to do things like: Printing barcodes Printing receipts Printing labels Cutting paper Opening the cash drawer […]
Custom Translations
Custom Translations With Custom Translations, users can print documents for customers and suppliers in their own languages. For instance, if you have customers from Germany and France who want Quotes in German and French, you can use the Custom Translations feature to give them what they want. 1. Set the Language Choose the customer’s preferred […]
Terms and Conditions
Terms and Conditions Terms and Conditions are the rules that a buyer and seller agree to follow when they buy or sell a product or service. It would be best if every Quote or Sales Order came with a set of Terms and Conditions that clearly state what your business is responsible for. These […]
Printing and Branding
Printing and Branding The Printing and Branding feature in ERPNext makes it easy to create business-related documents directly from the system. This feature lets users quickly make professional and organised printouts of records, which makes communication and documentation better in the workflow. Users can easily make and change templates for important forms used […]
Adding Users In ERPNext
Adding Users In ERPNext By allocating roles and permissions, ERPNext enables companies to safely control Adding Users In ERPNext. Users are guaranteed to only access the features and information pertinent to their jobs thanks to these permissions. This enhances workflow effectiveness while safeguarding confidential company data. Types of Users In ERPNext, there are two main […]
Email Digest
Email Digest Email Summary Email Digests in ERPNext are automated summary reports that send you short, regular updates on important business metrics right to your inbox. These digests keep decision-makers up to date on how the company is doing without having to log in every day. By setting up Email Digests, managers and […]
