Maintenance Visit
Maintenance Visit A Maintenance Visit in ERPNext is defined as a visit by a service technician or engineer to a customer’s site to conduct maintenance work—either planned or unplanned—on a product, machine, or asset. It is also really important that these visits ensure uptime, extend equipment life, and provide proactive services to customers. The latest ERPNext version […]
Maintenance of Assets
Maintenance of Assets Maintenance of Assets in ERPNext refers to a formal and automated process to manage the complete life cycle of business assets. From acquiring to disposing, ERPNext allows for precise tracking and maintenance of Tangible and intangible assets. Representation of assets will have given assets entries involving essential entries such as […]
Maintenance Schedule
Maintenance Schedule The Maintenance Schedule in ERPNext gives an overall view of all the future Maintenance Visits and ensures that planned service activities are scheduled and performed in a timely way. The latest versions of ERPNext see the module interlinked more with other parts, such as Sales Orders, Calendar Events, and Support Tickets, providing enhanced traceability and automation. Machines […]
CRM Masters
CRM Masters CRM Masters are the essential data entities in ERPNext, which are required to manage customer relationships and sales processes. The master records constitute the crux of the CRM module and are the reference records for all transactions, activities, and reports. In the newer version of ERPNext, CRM masters are more Versatile, simple […]
Issue Priority
Issue Priority Issue Priority in ERPNext controls the urgency and importance of closing an issue. Prioritization of issues will ensure that issues with great impact or time-related issues get fixed ahead of lower-priority issues. You can create your own custom priority levels like Low, Medium, High, Urgent, or Critical, based on your internal SLA (Service Level Agreement) policies and customer obligations. […]
Social Media Settings
Social Media Settings Note (ERPNext v16): ERPNext v16 does not include built-in Social Media Settings, Social Media Post, LinkedIn Settings or Twitter Settings. These features were removed from ERPNext after version 14. The overview below describes what a social media integration can offer; in v16 it needs a separate app or integration. In more […]
Point of Sale
Point of Sale The ERPNext Point of Sale (POS) module provides a complete integrated solution for handling retail sales. Allowing the merging of inventories once a sale is registered helps update stock to prevent errors with the system discrepancy. Widely accepted payment methods and transaction types with ERPNext POS facilitate easy Management of […]
Disassembly Order
Disassembly Order The Disassembly Order in ERPNext is utilized to demobilize completed goods and return usable parts back into inventory. This is a useful process if an item can no longer be utilized as a completed product but its components may be salvaged and reused. The system also offers the facility to manually reverse the valuation rate of parts being returned […]
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. Accounting > Accounts Setup > […]
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 and sub-assemblies 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 in […]
