Supplier Scorecard
Supplier Scorecard Supplier Scorecard is a structured evaluation instrument that is employed by an organization to assess, track and review the performance of the suppliers. It is an important part of supply chain management because it gives formatted information to the performance of a supplier in a specified time. The scorecard usually tracks multiple […]
Sales Person
Sales Person A Sales Person is someone who sells your goods or services and handles customer relationships. In ERPNext, Sales Persons may also be a sales team member, business development executive, or account manager. Sales Persons are defined in a hierarchical way in ERPNext, meaning you can define a top-level Sales Person (or Sales Manager) and then […]
Price List
Price List A list of item prices for purchase, sale, or both is called a price list. ERPNext enables you to use Price Lists to maintain multiple Selling and Buying prices. These come in Handy when you have varying costs for: Geographical region (e.g., according to shipping costs) Currency Specific customers or […]
Opportunity Type
Opportunity Type Opportunity Type is the broad category or type of an opportunity, e.g., Sales, Support, Maintenance, Partnership, Consulting, etc., or any other business engagement type relevant to your company. Determining the right type of opportunity helps in lead routing simplification to the right sales or Service individual, reducing response time, and making sure that […]
Project Template
Project Template A Project Template is a predefined organization that consists of a series of tasks laid out in a predetermined schedule. Templates are useful for duplicating typical projects for teams or clients and are most beneficial in project planning, where tasks often follow the same patterns. When you’re creating a new project with […]
Sales Pipeline
Sales Pipeline In the latest version of ERPNext CRM, Sales Pipeline is a visual, data-driven, and organized process that enables companies to manage and track every stage of the Sales Cycle. It begins with lead generation, proceeds through qualification, proposal, and negotiation process, and closes with a won or a lost deal. Every […]
Appointment
Appointment An Appointment in ERPNext is a planned interaction between a Lead, Customer, or Opportunity and one of your employees. It organizes, monitors, and handles customer interactions so that no significant meeting or follow-up is forgotten. The Appointment DocType is combined with ERPNext’s CRM and Calendar Modules so that you can associate appointments with leads, opportunities, or […]
Purchase Receipt
Purchase Receipt A Purchase Receipt is generated when you receive goods from your supplier, typically against a Purchase Order. It updates the stock ledger and tracks the accepted and rejected quantities and warehouse locations. You can also generate a Purchase Receipt directly without a Purchase Order if Purchase Order Required is “No” in Buying […]
Maintaining Suppliers Item Code In the Item master
Maintaining Suppliers Item Code In the Item master Frequently, your company’s internal item code could be different from the item code your supplier has issued. ERPNext enables you to store and maintain Supplier’s Item Codes in the Item Master. This prevents errors in supplier communication and helps them identify items more easily in purchase documents. 1. […]
Supplier Quotation
Supplier Quotation A supplier quotation is a genuine document issued by a potential supplier, stating the recommended terms and prices, as well as the availability of specific goods or services that the supplier can deliver within a certain period. It also acts as a formal offer of the supplier to the buyer and makes the buyer […]
