Email Group
Email Group An Email Group in ERPNext would consist of a set of e-mail addresses of subscribers, which can be used to send them newsletters any announcements, or any kind of specific communication. Email Groups will help the company to handle and group its subscribers based on some criterion, such as the type of […]
Purchase Transactions
Purchase Transactions Purchase transactions in ERPNext involve a set of interrelated activities that enable the procurement of products and services from third-party suppliers. The transactions play a key role in an organization’s operation to ensure purchasing is done systematically, effectively, and with complete integration into other business modules such as inventory and accounting. […]
Supplier Scorecard
Supplier Scorecard Supplier Scorecard is a structured evaluation instrument that is employed by an organization to assess, track and review the performance of the suppliers. It is an important part of supply chain management because it gives formatted information to the performance of a supplier in a specified time. The scorecard usually tracks multiple […]
Sales Person
Sales Person A Sales Person is someone who sells your goods or services and handles customer relationships. In ERPNext, Sales Persons may also be a sales team member, business development executive, or account manager. Sales Persons are defined in a hierarchical way in ERPNext, meaning you can define a top-level Sales Person (or Sales Manager) and then […]
Price List
Price List A list of item prices for purchase, sale, or both is called a price list. ERPNext enables you to use Price Lists to maintain multiple Selling and Buying prices. These come in Handy when you have varying costs for: Geographical region (e.g., according to shipping costs) Currency Specific customers or […]
Opportunity Type
Opportunity Type Opportunity Type is the broad category or type of an opportunity, e.g., Sales, Support, Maintenance, Partnership, Consulting, etc., or any other business engagement type relevant to your company. Determining the right type of opportunity helps in lead routing simplification to the right sales or Service individual, reducing response time, and making sure that […]
Project Template
Project Template A Project Template is a predefined organization that consists of a series of tasks laid out in a predetermined schedule. Templates are useful for duplicating typical projects for teams or clients and are most beneficial in project planning, where tasks often follow the same patterns. When you’re creating a new project with […]
Sales Pipeline
Sales Pipeline In the latest version of ERPNext CRM, Sales Pipeline is a visual, data-driven, and organized process that enables companies to manage and track every stage of the Sales Cycle. It begins with lead generation, proceeds through qualification, proposal, and negotiation process, and closes with a won or a lost deal. Every […]
Appointment
Appointment An Appointment in ERPNext is a planned interaction between a Lead, Customer, or Opportunity and one of your employees. It organizes, monitors, and handles customer interactions so that no significant meeting or follow-up is forgotten. The Appointment DocType is combined with ERPNext’s CRM and Calendar Modules so that you can associate appointments with leads, opportunities, or […]
Purchase Receipt
Purchase Receipt A Purchase Receipt is generated when you receive goods from your supplier, typically against a Purchase Order. It updates the stock ledger and tracks the accepted and rejected quantities and warehouse locations. You can also generate a Purchase Receipt directly without a Purchase Order if Purchase Order Required is “No” in Buying […]
