Customer Provided Items
Customer Provided Items In ERPNext v16, Customer Provided Items are mostly used in contract manufacturing and subcontracting situations where the customer gives the manufacturer some or all of the raw materials they need to make something. In these situations, the manufacturer (your company) only does the Processing or Assembly work and doesn’t buy the […]
Material Transfer from Delivery Note and Purchase Receipt
Material Transfer from Delivery Note and Purchase Receipt Using a Stock Entry with the purpose set to Material Transfer is the most typical approach to move things across warehouses in ERPNext v16. In some business and regulatory scenarios, nevertheless, material transfers must be demonstrated via commercial papers like Delivery Notes or Purchase Receipts instead […]
Installation Note
Installation Note An Installation Note in ERPNext v16 keeps track of the installation or setup of a product or item at the customer’s location after it has been delivered. This paper is highly useful for companies that sell goods that need to be installed, commissioned, or set up on-site, such as machinery, appliances, IT […]
Amending Sales Order after Submit
Amending Sales Order after Submit Amending Sales Order after Submit in ERPNext v16 without having to cancel or create a new document. Just use the Update Items feature. This feature lets users with permission change the Rate and Quantity (Qty) of items even after the Sales Order has been sent, while still keeping the […]
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, […]
