Key Concepts and Terminologies
Key Concepts and Terminologies Before exploring ERPNext implementation, it is important to understand its Key Concepts and Terminologies: Core Entities: Company: The legal entity for which ERPNext is configured. Several companies can be handled in the same setup with shared customer, supplier, and item records, but with Independent accounting. Setup > Company Customer: A […]
BOM Explorer
BOM Explorer The BOM Explorer report gives a hierarchical overview of a Bill of Materials (BOM), showing all items such as raw materials, sub-assemblies, and scrap items in an organized tree structure. This view is particularly handy when viewing and understanding the entire Depth of an assembly structure of a product. You have to choose the […]
BOM Stock Report
BOM Stock Report You can access the BOM Stock Report from: Home > Manufacturing > Reports > BOM Stock Repor The BOM Stock Report gives in-depth visibility into the readiness of raw materials needed to produce a particular item as outlined in its Bill of Materials. This report contrasts […]
BOM Costing in Alternate Currency
BOM Costing in Alternate Currency In ERPNext, BOM Costing in Alternate Currency can modify the Currency of a Bill of Materials (BOM) before Submission. This feature helps users determine manufacturing expenses in a desired currency corresponding to their purchasing or sales requirements. The material cost is calculated according to the chosen Price List currency or any […]
Asset Maintenance Logs
Asset Maintenance Logs ERPNext’s Asset Maintenance Logs is a comprehensive tracking tool for all the maintenance activities performed as part of an Asset Maintenance schedule. It is a time-stamped historical record that captures each episode of preventive or calibration-based maintenance conducted on an asset. For each maintenance work planned in the Asset Maintenance record, ERPNext creates […]
Asset Repair
Asset Repair Asset Repair is any remedial work undertaken to get a faulty or impaired asset back to operating at optimal capacity. The repairs can take place outside scheduled maintenance and are usually unforeseen, brought about by Machinery breakdown, wear and tear, or inadvertent damage. ERPNext enables logging of detailed repair history for […]
Asset Maintenance
Asset Maintenance Asset Maintenance refers to all work carried out to render an asset operational, safe, and running in the optimum condition throughout its useful life. Such jobs include regular preventive maintenance, scheduled calibration, inspection, and even ad-hoc repairs as and when required. ERPNext also has a very robust Asset Maintenance module through […]
POS Opening Entry
POS Opening Entry At the start of a cashier’s shift, the POS Opening Entry records the initial balance of cash and other payment methods. Accountability and accurate balance reconciliation at shift closure are facilitated by this. Before starting any POS transactions, it is necessary. 1. How to Access Go to: ERPNext > Point of Sale […]
POS Invoice
POS Invoice A specific form of sales invoice, POS invoices are utilized solely for point-of-sale transactions in places such as retail counters, restaurants, and shops. By merging item picking, stock deduction, and payment taking into one step, it accelerates billing. The POS Invoice, which is often tied to a POS Profile that establishes defaults such as […]
Loyalty Program
Loyalty Program A loyalty program enables customers to accumulate points as a function of their expenditure and redeem points on subsequent purchases. A customer loyalty program is an organized, long-term marketing effort aimed at rewarding and keeping repeat customers. Successful programmers are intended to motivate customers in a business’s target market to return […]
