Introduction to Selling Transactions
Introduction to Selling Transactions ERPNext selling transactions involve a chain of activities encompassed in the process of selling, ranging from accepting and processing orders to fulfilling orders with the delivery of goods or services and receipt of payment. In all these transactions, ERPNext promotes efficient Communication with customers, records sales activity, monitors inventory […]
Chart of Accounts Importer
Chart of Accounts Importer When you start a new business in ERPNext, the system automatically produces a default Chart of Accounts (COA). This default COA is a common template that is based on the country or region you chose. It is useful for basic setups, but it may not always meet the specific accounting […]
Address Template
Address Template Address Templates enable you to set and maintain region-based address formats for your documents (e.g., Quotations, Purchase Invoices, Delivery Notes). This guarantees the correct Presentation of the address depending on the country or region, following local standards. 1. Main Features of Address Templates Region-Based Formats: Make address templates specific to the address format […]
Payment Terms
Payment Terms Payment Terms facilitate the creation of a well-defined payment schedule. A Payment Term lays down a specific payment split. For example, you can arrange to pay 50% on shipping and 50% on delivery. You can keep your company’s payment terms in ERPNext and add them to all documents along the sales/purchase […]
Delivery Note
Delivery Note A Delivery Note is created when a shipment is dispatched from the company’s warehouse to the customer. A copy of the delivery note is normally dispatched with the transporter. The delivery note has the list of items being dispatched in the shipment and refreshes the inventory. The delivery note is an […]
Quotation
Quotation Quotation is the approximate price of goods or services you plan to provide to a potential or existing customer. In the negotiation of sales, customers usually ask for a detailed description of your suggested goods or services, prices, deliverables, and terms of engagement. This document—a proposal, estimate, pro forma invoice, or quotation—is […]
Importance of Payment in ERPNext
Importance of Payment in ERPNext Payments are a critical part of the accounting process in ERPNext. They ensure that financial transactions are recorded accurately, enabling businesses to maintain proper cash flow management, track outstanding invoices, and reconcile accounts. ERPNext provides a Robust system to manage payments, including creating payment entries, journal entries, and setting […]
Salary Slip from Timesheet
Salary Slip from Timesheet Employee salary can be computed for the hours worked against particular tasks or projects, recorded through Timesheets. ERPNext v15 enables you to generate a Salary Slip directly from a Timesheet to ensure correct and time-based payroll processing. This functionality is especially beneficial in industries where services are provided, freelancing […]
System Settings
System Settings System Settings hold system-wide setting configurations in ERPNext. System settings enable you to localize the system, set up security, control user permissions, and set email and file upload behavior. To go to System Settings, follow these steps: Home > System > Settings > System Settings 1. System Settings Sections 1.1 […]
Company Setup
Company Setup A Company Setup is a legal entity created by individuals to operate a business or industrial venture. In ERPNext, the initial company is created during the installation of your ERPNext account. You can select the business type—such as manufacturing, retail, or services—according to what your company is involved in. If […]
