Close Sales Order
Close Sales Order In ERPNext v16, you can Close Sales Order completely or partially by clicking the “Stop” button. This is useful when you don’t expect any more fulfillment or billing. When Close Sales Order, users can’t make Delivery Notes or Sales Invoices against it anymore, but it keeps track of what was actually […]
Custom Field
Custom Field Every form in ERPNext has a standard Custom Field that comes with it. But not all businesses have the same needs, so you may need to look for more information that isn’t given by default. Custom Fields let you add to standard and custom DocTypes without changing the core code in these […]
Automate Lead Creation
Automate Lead Creation You can Automate Lead Creation from a variety of various locations, such as emails, websites, online stores, and even data that isn’t online. It’s crucial to automatically and precisely record every lead so that you can keep track of sales, follow up on time, and get more People to buy. […]
Document Follow
Document Follow Added in version 12 Document Follow is a notification tool that sends users emails when changes are made to certain documents. Document Follow in ERPNext v16 works closely with Document Versioning, Sharing, Assignments, and the Timeline. This makes it a great tool for working together and keeping track of audits. […]
Email Inbox
Email Inbox You can utilize the Email Inbox once you’ve added an email account. You have to send and receive emails regarding transactions all the time with customers, suppliers, partners, and your own staff when you run a business. You may link your company emails straight to your ERPNext system with the […]
Document Versioning
Document Versioning Document Versioning is a feature in ERPNext that lets you keep track of and check all the changes made to a document over time. Document Versioning is very important for compliance, governance, and operational transparency in the most recent versions of ERPNext (v14 and v15). It keeps track of all changes, […]
Auto Repeat
Auto Repeat The Auto Repeat feature lets you make documents automatically at set times. In the most current versions of ERPNext (v14 and v15), Auto Repeat is often used for accounting entries, invoices, payroll-related entries, subscriptions, and other transactions that happen on a regular basis. This cuts down on manual work and […]
Assignment Rule
Assignment Rule Version 12 added it (later versions made it better). You can automatically assign documents to Users based on certain conditions and strategies with an Assignment Rule. Assignment Rules are still a key way to fairly and consistently share work like support tickets, leads, tasks, or issues among team members in […]
Organization Chart
Organization Chart An Organization Chart shows how a firm works by showing the names, titles, and profile images of its employees and how they interact with each other. This shows people how the workforce is arranged and how teams are linked. In big companies where it’s hard to remember names and reporting lines, ERPNext’s […]
Setting up Human Resources
Setting up Human Resources You make the masters for all the main operations in the HR module’s setup procedure. Setting Up the Organization You need to make the following things before you can set up your Employee master: Type of job (permanent, temporary, contractor, intern, etc.). Branch (if there is more than one office). […]
