Tasks
Tasks In project management, a Task is an actionable, defined piece of work that needs to be accomplished to meet a project goal or milestone. Tasks enable decomposition of a project into smaller chunks so that work can be assigned, followed up, and completed efficiently. Accessing Tasks To view Tasks in […]
Timesheets
Timesheets Timesheets are the total number of times an employee has logged in to work on completing each task. The Timesheet can also be utilized to determine the billable amount for an employee, to determine their salaries, or to monitor an employee’s contribution towards a Project or a Task. In ERPNext, a […]
Activity Type
Activity Type An Activity Type in ERPNext is a type of work or service research, execution, or communication against which employees can record time in timesheets. Defining activity types assists with standardizing how tasks are Categorized and how the costs and billing are managed among different projects. To see Activity Types in ERPNext v15: […]
Sales Invoice from Timesheet
Sales Invoice from Timesheet A customer can be charged by the total hours that an employee has worked for a particular customer. The total number of billable hours worked can be monitored through a Timesheet. A Sales Invoice can be created directly from every submitted Timesheet so businesses can automate customer billing, particularly in […]
Project Costing
Project Costing Tracking the Project Costing is important in ERPNext, particularly for industries based on services where labor costs are an important component. It is achieved by tagging Tasks to a Project and capturing time spent via Timesheets. Automatic costing is tallied based on timesheets entered for each activity under the project. 1. Activity Type Activity Type is a […]
Project Type
Project Type A Project Type in ERPNext is utilized to categorize and group projects according to their nature or objective so that organizations can pool similar types of projects together. The categorization helps in improving reporting when viewing several projects. Some examples are: Internal Projects (such as infrastructure work, R&D) External Projects (client […]
Serial Number Naming
Serial Number Naming Each item’s Serial Number Naming is a unique value that is assigned to each unit. The item’s warranty, AMC, and expiration details can be tracked with the use of the serial number. Machines, computers, and expensive equipment are examples of high-value items that are typically Serialized. Go to the Item […]
Limited User
Limited User In ERPNext, not all users do not need full system access. Some users may need access to Limited User documents for their routine work, i.e., marking attendance or requesting leave. To handle such situations effectively, ERPNext offers the concept of Limited Users. Limited Users have access to only certain documents in […]
Pricing
Pricing ERPNext’s Stock module offers improved item pricing features that enable businesses to efficiently manage and monitor both purchase costs and selling prices. Price lists and item price records can be used to precisely maintain each item’s rates, guaranteeing uniformity throughout sales and purchase transactions. Multiple pricing structures are supported by ERPNext, depending […]
Production and Material Planning
Production and Material Planning Production and material planning in ERPNext is a complete production, inventory, and resource planning process. It also ensures that it is producing as per the demand projections, and it uses the available resources efficiently. It starts with the generation of Production Plans, which can be generated on the basis of Sales […]
