Financial Report Template
Financial Report Template What are financial report templates for? You can make professional, reusable financial statements in ERPNext v16 without having to use spreadsheets or format them by hand. You don’t have to keep exporting data to Excel and using formulas to make reports that are accurate and standard. Templates for financial reports […]
Difference Entry
Difference Entry According to the law and normal accounting principles, the total amount of debits and credits in any accounting transaction must always be the same. The accounting entry is not genuine and should not be added to the ledger if this criterion is not met. In ERPNext v16, this rule is carefully […]
POS Settings
POS Settings The Point of Sale (POS) settings in ERPNext tell the program how to work. These settings determine what types of invoices can be created from the POS screen, how the accounting system handles cash changes, and how users can use the POS fields and search function. When you set up your POS […]
Projected Quantity
Projected Quantity Projected Quantity in ERPNext v16 is the system’s best guess of how much stock will be available for a certain Item in the future, based on current stock levels and all known incoming and outgoing stock movements. It is very important for planning inventory, making decisions about buying things, and scheduling production. […]
Customer Provided Items
Customer Provided Items In ERPNext v16, Customer Provided Items are mostly used in contract manufacturing and subcontracting situations where the customer gives the manufacturer some or all of the raw materials they need to make something. In these situations, the manufacturer (your company) only does the Processing or Assembly work and doesn’t buy the […]
Material Transfer from Delivery Note and Purchase Receipt
Material Transfer from Delivery Note and Purchase Receipt Using a Stock Entry with the purpose set to Material Transfer is the most typical approach to move things across warehouses in ERPNext v16. In some business and regulatory scenarios, nevertheless, material transfers must be demonstrated via commercial papers like Delivery Notes or Purchase Receipts instead […]
Installation Note
Installation Note An Installation Note in ERPNext v16 keeps track of the installation or setup of a product or item at the customer’s location after it has been delivered. This paper is highly useful for companies that sell goods that need to be installed, commissioned, or set up on-site, such as machinery, appliances, IT […]
Amending Sales Order after Submit
Amending Sales Order after Submit Amending Sales Order after Submit in ERPNext v16 without having to cancel or create a new document. Just use the Update Items feature. This feature lets users with permission change the Rate and Quantity (Qty) of items even after the Sales Order has been sent, while still keeping the […]
Close Sales Order
Close Sales Order In ERPNext v16, you can Close Sales Order completely or partially by clicking the “Stop” button. This is useful when you don’t expect any more fulfillment or billing. When Close Sales Order, users can’t make Delivery Notes or Sales Invoices against it anymore, but it keeps track of what was actually […]
Custom Field
Custom Field Every form in ERPNext has a standard Custom Field that comes with it. But not all businesses have the same needs, so you may need to look for more information that isn’t given by default. Custom Fields let you add to standard and custom DocTypes without changing the core code in these […]
