Maintaining Suppliers Item Code In the Item master
Maintaining Suppliers Item Code In the Item master Frequently, your company’s internal item code could be different from the item code your supplier has issued. ERPNext enables you to store and maintain Supplier’s Item Codes in the Item Master. This prevents errors in supplier communication and helps them identify items more easily in purchase documents. 1. […]
Supplier Quotation
Supplier Quotation A supplier quotation is a genuine document issued by a potential supplier, stating the recommended terms and prices, as well as the availability of specific goods or services that the supplier can deliver within a certain period. It also acts as a formal offer of the supplier to the buyer and makes the buyer […]
Difference between Lead Contact and Customer
Difference between Lead, Contact, and Customer In the CRM module, ERPNext separates the entities of Lead, Contact, and Customer really well, which enables the companies to track the prospect, manage relationships, and process transactions adequately. Efficient structuring of the sales pipeline is enabled through knowing these roles. Lead A Lead is a prospective customer—an individual or […]
Customer Group
Customer Group A Customer Group in ERPNext is a group of customers who have commonalities in their attributes and for whom it becomes convenient to segment, organize, and manage them efficiently. Customer Groups are normally market segments, business domains, or customer types. Customer Groups in ERPNext (latest version) are hierarchically structured so that you can have […]
Purchase Order
Purchase Order A Purchase Order (PO) in ERPNext is a formal, legally enforceable document that the purchasing organization issues to a vendor. It is the official declaration of the company’s intention to buy certain goods or services from a selected vendor in well-defined terms and conditions. The terms and conditions often involve item quantities, price, delivery […]
Delivery Trip
Delivery Trip A Delivery Trip keeps track of deliveries done in one vehicle to more than one customer or stop. It helps logistics teams plan, track, and improve deliveries based on Delivery Notes that are already there. Each stop on a Delivery journey is connected to a Customer and a Delivery Note, which […]
Track Semi Finished Goods
Track Semi Finished Goods Note: This feature will be available in the ERPNext version 16 Semi-finished goods are materials that result from the Completion of one operation and are used as raw materials to make final products or other semi-finished goods. In ERPNext, if you want to track semi-finished goods, you need to […]
Material Request
Material Request An official document known as a material request is used to state that a company needs certain goods or services for a specified purpose. Depending on the operational need, material requests can be used for several reasons: Purchase: When products must be purchased from outside vendors. Material Transfer: When inventory needs to […]
Purchase Return
Purchase Return A Purchase Return is the return of goods that have already been bought from a supplier. It is usually the case when products are defective, damaged, not up to standard, or no longer needed by the buyer. ERPNext enables you to handle Purchase Returns from the Purchase Receipts or Purchase Invoices, so both […]
Perpetual Inventory
Perpetual Inventory With the perpetual inventory system, an automatic accounting entry is made for all stock transactions immediately. This implies that whenever stock is received or issued, the financial accounts are updated immediately to account for the change. However, if perpetual inventory is disabled, accounting entries for stock are made only periodically, for example, on […]
