Tags
Tags ERPNext Tags provide an easy, concise, yet effective way to classify and sort through the types of documents into easily identifiable parts. They are similar to tags, enabling you to Cluster related records together across numerous DocTypes without changing the underlying data structure. Similar to Comments and Assignments, tags are added directly from within any […]
Warranty
Warranty In the new release of ERPNext, in the module Support, the warranty management is a significant feature that allows companies to manage the product warranties efficiently, and this, in turn, is designed to provide them with the means of managing the serial number, warranties, and claims. With the inbuilt warranty tracking feature, […]
Opening and Closing
Opening and Closing ERPNext makes it easy to handle the Opening and Closing of an accounting period with three valuable tools: Opening Invoice Creator, Chart of Accounts Importer, and Period Closing Voucher. 1. Opening Invoice Creator When you start a new fiscal year or switch from one system to ERPNext, you presumably have bills […]
Sales Order
Sales Order A Sales Order is a confirmation of an order from your customer. Quotation to Sales Order Conversion A Quotation is a legally enforceable Sales Agreement with your Customer. With Customer Approval (signature/email confirmation), the system enables one-click conversion of the Quotation to a Sales Order. To access Sales […]
Leave Ledger Report
Leave Ledger Report ERPNext is a great tool that lets you see all of your leave transactions in one location, along with their full Ledger effect. It is a full, chronological record of all modifications to leave, its use, or cashing out. This is the best approach for HR teams, managers, and auditors to […]
Customer
Customer A Customer (also known as client/buyer/purchaser) is an individual or a company that receives goods, services, a product, or an idea, and makes a payment of some kind to a seller. The customer is central to the CRM and Selling modules in ERPNext, so you can manage sales, billing, customer history, and interaction in […]
Sales Stage
Sales Stage Sales Stage refers to the current phase of an opportunity within a sales cycle. It provides insight into how far along with a possible sale an opportunity has progressed and helps with follow-up prioritization for sales teams. In the majority of cases, high-value deals follow multiple stages before closure, such as Prospecting, Qualification, Proposal Sent, Negotiation, […]
Contact
Contact In ERPNext, a Contact is a single person and a central location for storing their information and governing communication. A contact may be linked to one or more entities, like a Lead, Customer, Supplier, Shareholder, Sales Partner, or User. This Relationship enables a single, current record for the person, along with tracking their association with various parts of […]
Managing Campaigns
Managing Campaigns Managing Campaigns in ERPNext CRM assumes a goal-based and systematic marketing campaign conducted to achieve some business objectives: i.e., to create quality leads, to strengthen contact with the audience, to increase the number of sales, and so on. The Campaign tool offers functionality to plan, manage, and track marketing efforts within ERPNext […]
Territory
Territory A Territory in ERPNext is a geographic area or business segment your organization covers. Territories assist in the categorization of Customers, addressing grouping, accounting report organization, and sales target allocation better. In the current version of ERPNext, Territories are not geographically-based—they can represent market segments, business units, or Distribution zones as well, providing companies with greater flexibility […]
