Managing Perm Level in Permission Manager
Managing Perm Level in Permission Manager Perm Level in ERPNext is a means of managing the level of information that is editable or visible in a given DocType for specific user groups. While document-level permissions specify general access (Read, Write, Create, Submit, etc.) to a complete DocType, Perm Level allows more fine-grained control by imposing constraints at the level […]
Desktop
Desktop Upon logging into ERPNext, a user is presented with a Desktop Home Screen in which all accessible Modules and Domains are presented as interactive cards. These cards show a neat, tidy view and are quick access points to functionalities. This card-based UI replaced the previous module icon interface used in ERPNext versions below Version 12. Not only does the new system […]
Introduction
Introduction What is ERPNext? ERPNext is a Business management software to keep your company on top of its operations it tracking inventories, managing finances, handling projects, or keeping customers happy. Think of it as the central nervous system for your business, bringing everything together in one place. Most ERP systems are clunky, expensive, […]
Open Source
Open Source What It Means for You Open source software means that the original code is public. Anyone can view, edit, improve, and share it freely. This is very different from proprietary systems, where code is hidden and controlled by one company. ERPNext is a free and open source ERP, published under the Go […]
ToDo
ToDo ToDo in ERPNext is a powerful yet easy-to-use task management application that’s meant to assist users in following up on activities that must be done by someone or a group of people. A personal reminder or delegated task, ToDos assist in workflow enhancement, responsibility, and productivity throughout the system. Every ToDo is […]
Notes
Notes Notes in ERPNext are a basic yet useful utility meant for team or individual documentation. Whether saving personal reminders, reference content, terms of conditions, commonly used templates, or even confidential information such as internal procedures or credentials (with proper access control), Notes assist in maintaining an organized knowledge area in the system. To view […]
Support Settings
Support Settings The Support Settings tab in ERPNext enables administrators to define global behavior and preferences for running customer support activities, so service level policies and ticket workflows are applied across the board. To view Support Settings, go to: Home > Support > Settings > Support Settings 1. Service Level Agreements […]
Selling Essentials
Selling Essentials In ERPNext’s sales module Selling Essentials, master doctypes are the fundamental structure for Controlling and governing all sales-related data and processes. Through effective use of master doctypes, organizations can automate sales cycles, keep customer records in sync, monitor every transaction, bill, and reconcile payments on time – all to enhance client […]
Email Setting
Email Setting Email Settings: There is a way to set up email in ERPNext that can make communication and workflow much better in the system. You can easily send and receive emails directly from ERPNext by changing your email settings. This makes it easy to keep in touch with clients, suppliers, and team members […]
Connecting Emails to Documents
Connecting Emails to Documents Connecting Emails to Documents in ERPNext. This helps keep a full record of all communication about Transactions and customers in the system. There are two ways to do this: • Grouping emails from contacts, customers, and suppliers. • Linking emails automatically. 1. Email Aggregation for Customers and Suppliers […]
