Finance Book
Finance Book A Finance Book is utilized to post all the accounting entries in a structured way. You can have different finance books—one for reporting to tax authorities and another for internal stakeholders. This is useful when financial numbers such as depreciation must be reported differently for Legal requirements or for internal use. […]
Manufacturing Settings
Manufacturing Settings Manufacturing settings within ERPNext define production processes, control Bill of Materials (BOM), monitor Work Orders, and deal with inventory transactions to offer a streamlined and controlled process of manufacturing. These settings enable the manufacturer to coordinate system behavior according to their operational procedures for enhanced efficiency and visibility. Navigation: Home > […]
Holiday List
Holiday List A Holiday List is a document that specifies all the holidays in a specified time period, usually for a fiscal year. This facilitates organizations to deal with employee leave, shift planning, attendance, and payroll without any conflicts. There can be different Holiday Lists in ERPNext that can be assigned to employees, departments, or […]
Stock Reservation for Work Order
Stock Reservation for Work Order Note: This feature is supported in ERPNext version 16. Stock Reservation for Work Order is necessary since it ensures that the materials are reserved so that the manufacturing process can start and deliver finished goods. It also assists in better inventory management and the timely completion of […]
Serial Number
Serial Number Since ERPNext version 15, the “Allow Negative Stock” option has been deprecated for Serial Number Items. This implies that users can no longer conduct negative stock transactions of serial or batch-tracked items, even if the global Allow Negative Stock flag is set in Stocks Settings. This is an update with enhanced accuracy and […]
Quality Action
Quality Action Added in Version 12 A Quality Action is created on a Quality Review or Customer Comment to correct unsatisfactory outcomes or to anticipate potential problems from happening. It is a formal process for recording, executing, and monitoring corrective and preventive action. Quality Action is a normal feature intended to provide compliance to […]
Selling an Asset
Selling an Asset ERPNext Selling an Asset is a straightforward process and is integrated directly with the Sales Invoice module, so that there is proper accounting treatment and complete transaction traceability maintained. This is particularly useful while disposing of assets, either because they have become outdated, have to be upgraded, or are to be […]
Loyalty Point Entry
Loyalty Point Entry The Loyalty Point Entry allows businesses to manually change customer loyalty points. Points can be credited (rewarded) or debited (redeemed or expired). Points are typically managed automatically by invoices and point-of-sale (POS) systems, but errors, promotions, and adjustments are manually entered. 1. How to Access Go to: ERPNext > Entering […]
Stock Closing Entry
Stock Closing Entry The closing stock value and quantity for a desired time span are entered through ERPNext’s Stock Closing Entry (v16+). It comes in handy for making reports more effective and faster related to stocks. It eliminates the necessity to repeatedly calculate stock balances from the Stock Ledger by acting as a […]
Leave Allocation
Leave Allocation Leave Allocation allows you to provide an Employee with a specified number of leaves of a specific type. To access Leave Allocation, go to: Home > Human Resources > Leaves > Leave Distribution 1. Requirements It is wise to prepare the following documents prior to creating a Leave Allocation Employee Leave Type Leave Period […]
