Administrator
Administrator The Administrator is the most senior user of ERPNext, with complete and Unrestricted access to the entire system. This function is higher than that of the System Manager and can override any restriction or permission. Although a System Manager has access to most of the configuration and user management options, the Administrator has full control […]
Adding Users
Adding Users Adding Users in ERPNext stands in for the individuals who communicate with your system, whether they are internal company personnel or external stakeholders like suppliers and customers. Accurate role-based access, data security, and seamless operations are all guaranteed by effective user management. You can manage users. Go to: Home > […]
Global Defaults
Global Defaults Global Defaults enables you to see the default system values for certain fields ahead of time. These are fetched automatically and populated as defaults during the creation of transactions or documents, saving time and maintaining uniformity throughout the system. Top advantages of Global Defaults Save time by avoiding manual entry of […]
Setting Up Taxes
Setting Up Taxes Setting up taxes in ERPNext involves configuring tax accounts and developing tax templates for precise and automated tax computation in transactions involving sales and purchases. In the Chart of Accounts, you must first define Tax Accounts and assign the account type “Tax.” Next, you can apply standard tax rates, such as VAT or GST, to invoices […]
Users and Permissions
Users and Permissions Users and Permissions, and each user can be given one or more roles to limit what they can see or do. System Users, who have access to internal modules such as Sales, Accounts, and HR, and Website Users, who are limited to the customer/supplier portal, are the two primary categories of users. In […]
Depreciation Entry
Depreciation Entry Question: A Fixed Asset Item has been Acquired and kept in a warehouse. How do you make a depreciation entry for a Fixed Asset Item? Answer: If you’re dealing with fixed assets as stock items and have warehoused them, you can post a depreciation entry for the items via the Stock Reconciliation feature. Through this process, […]
Drop Ship
Drop Ship Drop shipping is a Technique of supply chain management whereby the retailer does not hold stock in goods but sends the customer order and shipment information to either the manufacturer, another retailer, or a wholesaler, who sends the goods directly to the customer. Drop shipping can also happen when a small […]
Item Group
Item Group A way to sort things in your inventory system is to use an Item Group. It helps you logically group products or services by their type or how they are used. This Classification is important for managing inventory, applying tax rules, setting default accounts, pricing, and displaying products on your website (if […]
Stock Adjustment or COGS with Negative Stock
Stock Adjustment or COGS with Negative Stock This section will explain how Stock Adjustment or COGS with Negative Stock caused by negative stock. Negative stock entries are permitted in the system by many users. For instance, by turning on the “Allow Negative Stock” option in Stock Settings, they are able to generate Delivery Notes […]
Assignment
Assignment Assignment is an ERPNext feature where you can assign a particular document or task to a specific user who will be responsible for further action on it. This holds everyone accountable, keeps everyone informed regarding the responsibility of tasks, and improves tracking of work progress throughout the system. For instance, if a Sales […]
