Service Level Agreement
Service Level Agreement A Service Level Agreement (SLA) in ERPNext is an official agreement between a service provider (internal or external) and the customer or end user, specifying the expected response and resolution times for support-related incidents. This creates a standard support experience, increases accountability, and helps organizations to meet customer expectations in an efficient and standardized way. […]
Leaves
Leaves You will have a clearer sense of how Frappe HR supports your company to plan, monitor, and maintain leaves calendars for all your employees in such a manner that is compliant with company and legal requirements. It also explicitly describes how employees can utilize the system for submitting leave applications, viewing the status of their […]
Video
Video The Video DocType in ERPNext facilitates effortless integration of video content—specifically from channels such as YouTube and Vimeo—into your ERP system. This functionality is particularly helpful for organizations and educational institutions that need to manage internal training materials, publish marketing content, or monitor analytics of published videos. Store each video metadata, manage thumbnail along with engagement metrics directly in ERPNext-increasing […]
Managing Batch wise Inventory
Managing Batch wise Inventory Items with the same properties (e.g., manufacturing date, expiry date, packaging) can be grouped into Managing Batch wise Inventory. For example, pharmaceutical products are typically managed using batches so that their expiry, traceability, and stock tracking remain accurate. 1. Enable tracking in a batch of items. To input an item in […]
Users
Users User administration in ERPNext enables administrators to add and maintain user accounts, define roles, and assign roles to users according to their job functions. Every role specifies what Users can see and do within the system. Administrators can set fine-grained permissions for each role—for instance, whether a user is allowed to view, create, […]
Project Essentials
Project Essentials Project Essentials management within ERPNext v15 includes a robust set of features necessary for scheduling, carrying out, and tracking projects effectively. They include project creation with the necessary information, like timelines, stakeholders, etc. ERPNext now enables you to define multiple project managers and departments, so there is clearer accountability and cross-functional working. […]
Calendar
Calendar The Calendar is a feature that assists you in creating, sharing, and managing events on your ERPNext account. It provides an easy-to-use interface for booking personal and organizational tasks so that there can be improved time management and collaboration among the users. You can have a Day, Week, or Month view within the calendar. The views grant […]
Item Tax Template
Item Tax Template Item Tax Template comes in handy for taxation on an item-by-item basis and allows flexibility when certain items are to be treated under a different tax than the normal rate Prescribed in the Sales/Purchase Taxes and Charges Template. Suppose you have some of your Items with tax rates other than […]
Asset
Asset In the recent new version of ERPNext, an Asset is a valuable resource that is owned by an organization, and it can be both tangible items, such as machinery, office equipment and furniture, buildings, and vehicles, and intangible items, such as software licenses, trademarks, patents, etc. They belong to the essence of day-to-day […]
Stock Settings
Stock Settings The Stock Settings page allows you to configure all of your default settings for stock-related transactions. This covers default warehouses, pricing practices, stock valuation, and item names. During stock operations, these settings guarantee consistency and save time. Defaults Item Defaults This page enables you to set system-wide defaults while making new Items […]
