Stock Transactions
Stock Transactions ERPNext’s stock transactions encompass a wide range of activities that regulate an organization’s inventory flow. These transactions ensure inventory traceability, accuracy, and Transparency throughout the entire process, from purchase to delivery. These include stock transfers, adjustments, production-related movements, and physical stock reconciliations. All stock transactions have a direct effect on warehouse […]
Module Settings
Module Settings ‘Module Settings’ in ERPNext refer to the configuration options related to each module in the ERP system. This settings allow administrators and permitted users to customize and Refine system behavior, features, and workflows within each module according to the organization’s requirements. By leveraging these settings effectively, organizations can use ERPNext to […]
Manufacturing Reports
Manufacturing Reports ERPNext v15 in the Manufacturing module provides a host of Manufacturing Reports to know about the production progress, efficiency analysis, BOM tracking of usage, and information about the operating process. The reports are dispensed as tabular data and visually in the form of configurable charts by use of visual dashboards. Access Path: […]
Website Settings
Website Settings You can manage all of your website’s settings from this section, including setting up your homepage, adding branding elements, creating themes, and enabling marketing integrations. You can use these settings to create and keep up your company’s official website right from ERPNext, without needing any outside web development tools. To get […]
Stock Reservation
Stock Reservation Stock Reservation is the process of setting aside a specific quantity of goods in your warehouse for a specific purpose, like a project, a client, or a sales order, sometimes referred to as inventory reservation. 1. Prerequisites Before using Stock Reservation, you need to enable it. Go to: Stock > Settings […]
Mode of Payment
Mode of Payment Mode of Payment means how the money is paid or received. It indicates the payment method used for the transaction — such as cash, bank transfer, cheque, or credit card. In Zikpro (or any system), using the proper mode allows you to trace where the money was received from or went. It […]
Asset Value Adjustment
Asset Value Adjustment The Asset Value Adjustment functionality in ERPNext provides organizations with the facility to post sudden or unexpected value changes of an asset. It comes in handy in cases where an asset suffers physical damage, market devaluation, or impairment, and its book value must be recalculated at once to reflect its fair or recoverable […]
POS Closing Entry
POS Closing Entry A cashier can access the POS Closing Entry at the end of their shift. It publishes the counted closing balance in relation to the system’s predicted balance. This ensures that the process is accurate and that inconsistencies are discovered. 1. How to Access Go to: ERPNext > Point of Sale > Closing Entry > New […]
Loyalty points redemption in POS
Loyalty points redemption in POS Automated generation of invoices occurs in the ERPNext POS module. To fully implement POS support for redeeming loyalty points, you can proceed as follows: Create a Loyalty Program: Navigate to the Loyalty Program doctype to create your reward system. You can establish either a single-tier or multi-tier program […]
Asset Depreciation
Asset Depreciation ERPNext calculates and schedules asset depreciation automatically based on the chosen Depreciation Method, the Total Number of Depreciations, and other vital parameters like the Available for Use Date in the Asset record. These calculations ensure that your asset’s book value is reduced methodically in line with accounting rules and usage of assets. While creating an […]