Purchasing in Different UoM
Purchasing in Different UoM Every item in ERPNext is linked with a Stock Unit of Measurement (UoM). They can be used for Purchasing in Different UoM. This Stock UoM determines how the quantities of the item are to be stored and handled in inventory. For instance: The UoM of a pen may be Nos (Numbers). The […]
Discount Accounting
Discount Accounting ERPNext’s Discount Accounting functionality creates separate ledger accounts for discounts, helping firms monitor and track them. Discounts can be posted into a designated Discount Account instead of directly subtracting them from revenue or expenses. Improved transparency of discounts received from customers (sales invoices) or from suppliers (purchase invoices) is guaranteed by […]
Quality Procedure
Quality Procedure Added in Version 12 A Quality Procedure is a Standard Operating Procedure (SOP) that serves as a formal document to guide carrying out day-to-day activities in a controlled and consistent way. A Standard Operating Procedure (SOP) is a written set of step-by-step instructions prepared by an organization to have employees perform day-to-day […]
Document Naming Rule
Document Naming Rule In ERPNext, managing naming conventions systematically helps maintain consistency and traceability across your records. The Document Naming Rule feature allows you to set up dynamic naming based on conditions, offering more flexibility than the standard Document Naming Settings (Series). Key Differences from Traditional Naming Settings: While Document Naming Settings apply […]
Appointment Booking Settings
Appointment Booking Settings All the configurations with regards to regard scheduling and managing appointments within ERPNext lie in the Appointment Booking Settings. These settings dictate how customers schedule appointments via your site, how agents are allocated, and how availability is handled. 1. Enable Appointment Scheduling Checking this checkbox turns on the appointment scheduling […]
Introduction to CRM
Introduction to CRM The CRM module in the newer version of ERPNext is developed to fuel customer interactions, make the sales team more efficient, and offer a centralized solution for the complete sales life cycle. It offers a closer integration with communication solutions, more Robust analytics, and higher flexibility of automation in order to […]
Collaborating Around Forms
Collaborating Around Forms In ERPNext, each form (or document) is not merely a repository of data—it’s also a center for Collaborating Around Forms. Integrated features enable you to discuss, delegate, and exchange information with other users in your account, so you can make decisions more quickly, have greater transparency, and experience fewer information gaps. […]
Kanban Board
Kanban Board The Kanban Board in ERPNext is a Graphical project and workflow management tool that allows an interactive, real-time view of your data by status. It lists documents as cards, placed into columns which signify various steps of a process (e.g., Open, In Progress, Completed). Each card represents a document in a specific DocType, like Task, Lead, or Sales Order, and can be transferred […]
Dashboard
Dashboard Added in Version 12 The Dashboard in ERPNext offers a strong, glance-at-a-time overview of important performance indicators (KPIs) for different business processes across modules. It presents users with a unified and interactive graphical overview of all key data, facilitating faster and better-informed decision-making. Dashboards are very suitable for department heads, managers, and executives […]
Supplier Quotation through Supplier Portal
Supplier Quotation through Supplier Portal A Supplier Quotation through Supplier Portal is an orderly letter sent by a supplier in ERPNext to provide the prices, delivery schedules, and terms of providing the required goods or services. The quotations can be created in two ways: Manually by an internal ERPNext user via the backend. The Supplier Portal enables the […]
