Email Workflow
Email Workflow You can change how a certain process or workflow is approved in ERPNext by using workflows. You can change and manage the steps for approving a document and changing its status with workflows. This means that you can make a multi-stage approval process with custom states, transitions, and role-based permissions that fit your […]
Stock Reposting In ERPNext
Stock Reposting In ERPNext The Stock Reposting In ERPNext Item Valuation option is utilized to correct stock quantity or valuation discrepancies resulting from wrong inputs, partial system commits, or data corruption in the Stock Ledger. It enables you to repost and restore the stock ledger according to an Item-Warehouse combination or a given […]
Subcontracting in ERPNext
Subcontracting in ERPNext Subcontracting in ERPNext is a type of job contract that seeks to outsource certain types of work to other companies. It allows work on more than one phase of the project to be done at once, often leading to quicker completion. It is practiced by various industries. For example, manufacturers […]
Introduction to Manufacturing
Introduction to Manufacturing The Manufacturing module of ERPNext v15 is supposed to streamline, control, and track the whole process of manufacturing, and make the process of manufacturing resources efficient and aligned with relevant business operations such as Inventory, Purchasing, Sales, and Projects. It supports both types of production, Make to Stock and Make to Order, and it also allows […]
Buying Reports
Buying Reports Effective buying is crucial in any organization because it helps to manage costs, inventories and the performance of the suppliers. Significant open-source ERPs like ERPNext offer numerous buying reports that better understand the real-time business of a company. With the help of these reports, the stakeholders will be able to review purchases in various dimensions […]
Project Views
Project Views Since projects are time-dependent, we have various types of Project Views to present information visually to users. Besides the common list and report views for Project Views and Tasks, ERPNext also offers Project Views such as Gantt, Kanban, and Calendar views for Tasks. You can view them by visiting the Task […]
Project Update
Project Update The Project Update is the official status report that can be provided to all the stakeholders of a project. It provides a means by which project teams are able to communicate progressively, decisions, milestones, and critical issues in an effective manner that will ensure that there is transparency and alignment between teams and […]
Project Reports
Project Reports In Project Reports, ERPNext has reports in a series that assist in monitoring progress, time, and cost of each project. The reports were improved in version v15 to provide more advanced filters and increased transparency to project activity. 1. Project Billing Summary This Project Reports report is designed to provide a comprehensive […]
Do I Need ERPNext
Do I Need ERPNext? Still juggling multiple tools to manage your business operations and struggling to keep your data aligned? Worried about switching to digital processes or relying on outdated systems that can’t keep up with your growing needs? ERPNext addresses all of these issues by being a unified, open-source platform where everything related […]
Country
Country Country in ERPNext is the collection of countries saved in the system that can be associated with different entities such as companies, customers, suppliers, or transactions. Each country record enables the system to localize the settings for taxes, addresses, phone numbers, currency, and time zones. By linking a country to a company or […]
