Workflow Transition Tasks
Workflow Transition Tasks Workflow Transition Tasks are automated activities that execute when a document transitions from one Workflow State to another. In previous versions, workflows only managed approvals (Approve/Reject/Move Forward). In Version 16, they have been extended so that when a transition occurs, the system can also execute automated actions such as: Running backend […]
Workflows
Workflows Using Workflows, you can define how a specific process is approved and governed in ERPNext. Workflows in the latest releases offer much greater flexibility, automation, and control by the users. You can now specify: Multiple approval levels for various documents. Conditional routing (e.g., amount-based, departmental approvals). Automated reminders and notifications. Direct action […]
Manufacturing Dashboard
Manufacturing Dashboard ERPNext v15’s Manufacturing Dashboard offers an integrated dashboard to track key production statistics so that manufacturing managers and planners can take data-driven, real-time decisions. The dashboard uses ERP Next’s robust reporting and visualization features to monitor work orders, job cards, inspections, and efficiency of operations with ease. Navigation Path: Home > Customization […]
Feedback
Feedback Quality Feedback is feedback that a Customer or User offers on their satisfaction or dissatisfaction with the services or products provided by the organization. It is a formal Mechanism for capturing insights that are able to directly impact product development, service delivery, and customer experience. Quality Feedback records contain several fields to […]
Workflow State
Workflow State A ‘Workflow State’ is a known state that a document (for instance, a Sales Order, Purchase Order, Leave Application, or any custom document) might be in during its life cycle. In the newer workflow-enabled systems, Workflow States allow you to: Specify clear approval stages for business documents. Track the status of […]
Quality Goal
Quality Goal Made available in Version 12 A Quality Goal is a set of Quantifiable Parameters that help define and track an organization’s quality objectives. It is a fundamental quality management process where precise objectives are established to ensure regular quality performance of products, services, or processes. You may have a Quality Goal […]
Workflow Actions
Workflow Actions Workflow Actions is a centralized location where you can view and control all the outstanding approvals or decisions you have to make across various Workflows. Rather than looking at each document individually, Workflow Actions consolidates everything so you never overlook a significant approval. Workflow Actions also facilitate communication. If you have […]
Quality Feedback Template
Quality Feedback Template The initial step in making Quality Feedback is to outline the parameters by making a Quality Feedback Template. To provide a common structure for collecting standardized and meaningful feedback on different stakeholders and situations, templates would be employed. They typically consist of the template name, scope of feedback, and the various parameters to be […]
Rules
Rules The Stock and Selling modules, Shipping Rules, and Pricing Rules are crucial instruments for managing dynamic pricing strategies and automating the computation of shipping costs. During sales transactions such as quotes, sales orders, and sales invoices, shipping rules enable businesses to specify parameters, like weight, volume, delivery location, shipping method, or order […]
Support Reports
Support Reports The ERPNext Support Reports have several beneficial reports that allow organizations to monitor, study, and optimize their activities with regard to customer service. The reports aid in monitoring the extent to which the support team responds to customer issues, categorize the type of issues, estimate high-priority issues, and SLA adherence is a […]
