Buying Settings
Buying Settings ERPNext provides you with options to set up Buying Settings and configurations that facilitate automation and streamlining of the buying process. Naming Series and Price Defaults 1. Supplier Naming By When a Supplier is saved, system automatically creates a unique identity or name for the Supplier which can be utilized […]
Pick List
Pick List An inventory pick list is a document that tells your warehouse employees what inventory products to choose to fulfil a specific order, like a sales order, labour order, or material request. It is especially advantageous for businesses that possess: Large inventories High order volumes Multiple SKUs per orderERPNext uses First-In-First-Out […]
Opening Stock
Opening Stock The amount and value of inventory on hand at the beginning of a financial or accounting period is referred to as opening stock. Usually, it is carried over from the previous period’s Closing Stock. 1. Prerequisites Make sure the following configuration is finished before recording opening stock: Establish and set up […]
Auto Creation of Material Request
Auto Creation of Material Request Automatic generation of material requests ERPNext also allows Auto Creation of Material Request depending on the Reorder Level and Reorder Quantity of an item to prevent stockouts and keep optimal levels of inventory. How It Works In the case that the expected amount of an item is […]
Stock Reconciliation
Stock Reconciliation Stock Reconciliation means checking and updating the quantity and value of items in your warehouse, usually at year-end. This is done to: To match the physical stock with the system stock To update stock values for accounting purposes The Stock Reconciliation feature in ERPNext is used for: Entering […]
Putaway Rule
Putaway Rule The method by which incoming stock is automatically assigned to the proper warehouse or storage location is defined by a putaway rule. Every rule is specifically tailored for a particular item, warehouse, and company, and it considers: Warehouse Capacity – how much stock the location can hold Priority – preferred order of […]
Downtime Entry
Downtime Entry To enter the Downtime Entry, go to: Home > Manufacturing > Production > Downtime Entry Production Forecasting The Downtime Entry document in ERPNext is utilized for manually entering the time (in minutes) when a machine or workstation is not working. It is important to track the stoppages in production and diagnose […]
Asset Maintenance Team
Asset Maintenance Team Asset Maintenance Team is a special unit of individuals charged with the responsibility of carrying out maintenance jobs aimed at ensuring that the organizational assets remain in the right shape throughout the lifecycle of their operations. Maintenance may be comprised of cleaning, lubrication, calibration and polishing, servicing, repairs, or other routine and […]
Stock Entry
Stock Entry The movement of inventory items between warehouses or during different internal processes like manufacturing, repackaging, or subcontracting is documented using a stock entry. To access the Stock Entry list, go to: Home > Stock > Stock Transactions > Stock Entry Stock Entry Purpose Types: There must be a purpose […]
Work Order
Work order A Work Order is a document ordered by the shop floor of manufacturing from the Production Planner to make a certain amount of a specific Item. The Work Order also helps prepare the needed material requirements (via Stock Entry) for the to-be-produced Item, according to its corresponding Bill of Materials. […]
