Notification
Notification ERPNext lets you set up different kinds of notifications that will automatically let users know about important tasks and events. Notifications keep teams up to date and make sure that actions are taken on time. They are good for reminders, such as the due date for a task. • The date the […]
Email Summary
Email Summary Email Summary in ERPNext is are automated summary reports that send you short, regular updates on important business metrics right to your inbox. These digests keep decision-makers up to date on how the company is doing without having to log in every day. By setting up Email Summary Digests, managers and […]
Email Domain
Email Domain The Email Domain is the name that will show up for an email network or service account that you are creating for your email services in ERPNext and other Frappe apps. If you use one of the services listed here (like Gmail, Yahoo, Outlook, etc.), you can skip to Email Account […]
Newsletter
Newsletter A Newsletter in ERPNext is a way for businesses to send information or ads to a set list of subscribers regularly. As a strategic tool in CRM (Customer Relationship Management), it helps keep customers and potential customers interested. A newsletter is usually a type of CRM that – Informational: Sharing news, updates, […]
Auto Email Report
Auto Email Report Email Reports Automatically The Auto Email Reports feature lets you send reports of certain documents to certain people by email regularly. This is very helpful for keeping team members, managers, or stakeholders up to date without having to send reports by hand every time. You can set Auto Email Reports […]
Sending Email from documents
Sending Email from documents Sending Email from documents within ERPNext, including sales invoices, purchase orders, leave applications, and more. The document will automatically be attached as a PDF to this email. You can also add other attachments if you need to. To send an email, open the document you want to send, click […]
Implementation Strategy
Implementation Strategy Implementation Strategy ERPNext for your business is a huge step—it can make your business better, save you time, and get you growing. But to have a smooth ride, you need a clear plan. ERPNext is simple to use, but having a certified partner to show you the way can really help, particularly […]
Supplier Essentials
Supplier Essentials Supplier Essentials doctypes in ERPNext are the set of necessary documents and records that allow managing suppliers in an appropriate way. All these doctypes are inclusive of any type of relationship with the suppliers, including registration and compliance, as well as transaction and payment. Having the right and up-to-date suppliers’ records enables […]
Stock Masters
Stock Masters Stock masters in ERPNext are very important DocTypes that essentially create and manage the base data structures that underlie all activities related to the warehouse and inventory. These masters provide generic templates for Reporting and structuring data on products, warehouses, batches, serial numbers, and stock units, ensuring uniformity in all stock […]
Product Bundle
Product Bundle In ERPNext, a product bundle is a virtual product that combines multiple stock items into one package and sells it as a single item. The system ensures that all of the individual items (child items) are shipped and that stock is appropriately adjusted after the bundle is sold. For example, when a […]
