Field Level Permission Management
Field Level Permission Management Field restriction based on Roles can be simply controlled with the help of Field Level Permission Management. This is a very Popular feature in companies due to the fact that it enables the administrator to decide precisely which users have permission to view or edit particular fields of a document. […]
Lead
Lead A Lead in ERPNext is a prospective customer who has expressed interest in your products or services but has not yet qualified as an opportunity. To get the customer in the door, you might be doing all or some of the following: Putting your product or service on business listings. Having a current, […]
Serial and Batch
Serial and Batch The serial and batch tracking functions of ERPNext are vital in handling inventory items that need individual identification. serial tracking enables companies to track the complete history of an item, right from purchase through to sale, by assigning every unit a unique serial number. During returns, defects, or recalls, this facilitates precise traceability, […]
Tax Withholding Category
Tax Withholding Category Tax Withholding Category, or TDS (Tax Deducted at Source), is a feature of ERPNext that helps your firm obey tax laws by deducting a certain percentage of tax out of payments to suppliers, contractors, or even customers in some cases. This feature is quite useful in nations where the tax authorities […]
Asset Reports
Asset Reports Asset Depreciation Ledger The Asset Reports, such as the Depreciation Ledger report provided by ERPNext, give a very detailed snapshot of the organization’s asset financials as of a range of dates chosen. It makes known such important details as: the original Purchase Amount, individual Depreciated Amounts, accumulated total depreciation, and the net current value of each […]
Implementation Lead
Implementation Lead Implementation Lead ERPNext in your company is more than installing software—more like introducing actual change. This requires meticulous planning, collaboration, and clarity of purpose for what you’re fixing. Because so many things are occurring simultaneously—such as establishing processes, migrating data, training teams, and managing change—it becomes extremely helpful to have a single […]
Shift Request
Shift Request Using ERPNext’s Shift Request functionality, employees can ask for a certain kind of shift for a certain period of time. This makes sure that schedules work with the needs of the business and lets them ask for a time window when they are free. This makes it easier to assign shifts, makes […]
Asset Movement
Asset Movement The Asset Movement module in ERPNext is an important function to monitor real-time relocation or reassignment of assets within your organization. From moving an asset from one place to another, issuing it to staff, to recording the return of the asset, the functionality provides clear audit trails, accountability, and Accurate asset records. Asset Movement has the following […]
Push Notification
Push Notification All Frappe Cloud sites hosted in ERPNext v15 and above can enable Push Notifications for the Frappe HR mobile app. This allows users to receive updates and notifications immediately on their phones without the need to log in or refresh each time they wish to perform something. This aspect makes it more […]
Point of Sale Profile
Point of Sale Profile In ERPNext, you can use a specific Point of Sale Profile to have access to the POS feature–this is known as the POS profile. As with any other POS system, it has additional capabilities such as inventory tracking, customer relationship management (CRM), sales, warehouse management, etc. All of these […]
