Email Campaign
Email Campaign An Email Campaign in ERPNext is a controlled and automated set of emails that are sent to pre-identified recipients like Leads, Contacts, or Email Groups based on a pre-specified schedule. Email marketing still remains one of the most powerful means of dealing with both leads and clients, enabling you to ensure relationship building, […]
Email Template
Email Template Email Template in ERPNext, you can change every email, but some standard messages, like quotes, invoices, reminders, and welcome emails, are often the same. You can use Email Templates, also known as Standard Replies, to make these emails the same every time instead of writing them by hand. This keeps things the […]
Lead Source
Lead Source A Lead Source within ERPNext is the particular channel or source from which a potential lead Originates. It is essential to track lead sources so that one may know what marketing efforts are performing best, determine the high-conversion channels, and allocate budget wisely. In the recent ERPNext, Lead Sources can also be mapped […]
Supplier
Supplier Suppliers refer to businesses or individuals providing goods or services to your business. They can also be classified into different groups according to the nature of goods/services being provided, e.g., raw materials, finished products, or services. Efficient maintenance of supplier records prevents procurement glitches, errors in accounting, and improves relationships with suppliers. […]
Shipment
Shipment A shipment document, which can be generated independently or from a delivery note, documents the actual physical shipment of goods. Shipments in v15 provide improved tracking and integration capabilities, which were first introduced in v13. 1. Requirements Before Shipment Creation Verify that the company’s and the supplier’s addresses (postal code, email, […]
Sales Return
Sales Return A sold Item being returned is known as a Sales Return.] Companies usually bring goods that are already sold. They may be returned by the customer for reasons like quality problems, failure to deliver on the specified date, or for any other cause. 1. Prerequisites Before creating and using a Sales […]
Periodic Inventory
Periodic Inventory The system automatically posts General Ledger (GL) entries for all stock transactions (such as purchase receipts, delivery notes, stock entries, etc.) if you enable Perpetual Inventory in the Company master. However, ERPNext does not post automatic accounting entries for stock if Perpetual Inventory is Disabled. To update the stock value in […]
Supplier Group
Supplier Group A Supplier Group is a collection of suppliers that have common characteristics or fall under the same category. Supplier grouping facilitates the organization, reporting, and application of common rules or defaults on multiple suppliers. A supplier on ERPNext can also be termed a vendor. Suppliers can be distinguished from contractors or subcontractors, […]
Sales Invoice
Sales Invoice A sales invoice is a document that documents the sale of goods or services performed for a customer. It acts as the bill the customer must pay. When a sales invoice is submitted, it becomes an accounting transaction. The system will: Track the amount as accounts receivable (amount owed by customer). […]
Invoice Discounting
Invoice Discounting Invoice discounting is a method whereby a company can obtain a short-term loan from a bank or finance company on the strength of its unpaid sales invoices as collateral. This facility provides for cash flow without awaiting customer payments. In ERPNext, you can manage Invoice Discounting directly from: Home > […]
