Operation
Operation An Operation in ERPNext is any particular step of manufacturing or mechanical process used on raw materials to convert them into finished or semi-finished goods, like drilling, mixing, coating, cutting, fitting, assembling, painting, or polishing. Every Operation is a single, discrete activity in the production process and is a crucial part of the Bill […]
Workstation
Workstation A Workstation in ERPNext is a designated location, machine, or workshop where the manufacturing process is performed. It is a master record in the manufacturing module that enables businesses to specify the operating conditions—and the associated cost, availability, and planning. Every Operation in a production process is done at a Workstation. For instance, an operation such […]
Managing Multi level BOM
Managing Multi level BOM Suppose you have a manufacturing process that includes making sub-assembly products prior to the final product. In this situation, how would you handle the BOM? First, you must have BOMs for the sub-assemblies, then these must be referenced to the BOM of the finished product. In ERPNext, every sub-assembly […]
Stock Reservation for Production Plan
Stock Reservation for Production Plan Stock Reservation for Production Plan within a manufacturing plan is significant due to the fact that it sees to it that the needed raw materials and sub-assemblies are available to begin the manufacturing process. It also sees to it that the bought raw materials against the manufacturing plan are utilized […]
Stock Inspection
Stock Inspection ERPNext’s stock inspection process involves examining and confirming the quality of products in both inbound and outbound stock transactions. Products may undergo quality checks upon arrival at the warehouse based on pre-established criteria, including physical condition, specifications, or standard compliance. Goods may be rated as Accepted, Rejected, or On Hold based […]
CRM Settings
CRM Settings Released in ERPNext Version 14 CRM Settings in ERPNext allows you to configure and customize the way settings of your leads, opportunities, quotations, and related communications will be managed regarding your business rules to run your company. The settings enable standardization of processes, data accuracy, and automation of mundane tasks, and […]
Serial and Batch Bundle
Serial and Batch Bundle NOTE: Every stock transaction requires a unique Serial and Batch Bundle to be created by the user. They are unable to use the same batch bundle and serial number for several stock transactions. IMPORTANT: Allow Negative Stock for Serial/Batch Items has been eliminated in ERPNext. Negative stock transactions are prohibited […]
Multi Currency Accounting
Multi Currency Accounting The Chart of Accounts (COA) is the foundation of your entire accounting system in ERPNext. It establishes the classification and reporting guidelines for financial data. Assigning the appropriate currency to each account in your Chart of Accounts that will handle international transactions is the first step in enabling multi-currency accounting. […]
BOM Comparison Tool
BOM Comparison Tool With the BOM Comparison Tool, it is possible to simply compare two different versions of a Bill of Materials (BOM) and see the differences between the two. The tool comes in handy in environments where products change so often, and several different iterations of a BOM are generated for design or cost […]
Currency Exchange
Currency Exchange In ERPNext, Users can define and save manual exchange rates between currencies by using the Currency Exchange form. ERPNext automatically pulls current exchange rates from the web, but companies have the option to use their own fixed rates for certain transactions. This is particularly helpful in areas where official or agreed rates deviate from […]
