Support Issues
Support Issues Support Issues handling in ERPNext is a formal and effective process aimed at simplifying how user issues, technical issues, and service-related inquiries are processed within an organization. While raising a Support Issue, it is essential to easily document the issue, i.e., provide clear descriptions, reproduce steps (if any), and supporting files in the […]
Cost Center
Cost Center A Cost Centre in ERPNext is a part of a business where costs or income can be tracked. Using ERPNext cost centers, businesses can monitor how different departments, projects, sales channels, or locations are performing financially. A ERPNext cost center can also act as a ERPNext profit centers, which lets you see which […]
CRM Analytics
CRM Analytics CRM Analytics in ERPNext gives you rich insights into your sales process and enables you to monitor, measure, and optimize engagement with prospects and customers. For instance, if you notice very few communications have been initiated with prospects in a specific month—perhaps resulting in a slide in sales—you can take necessary steps. […]
Issue Type
Issue Type Issue Type in ERPNext is an important categorization tool that assists in tagging and classifying support problems efficiently. This classification is the most important aspect of making the support workflow smoother by allowing automatic routing of issues to respective teams or individuals based on the type of problem. Creating certain Issue Types, […]
Issue
Issue An Issue in ERPNext is any incoming support request or service inquiry for a customer, typically arriving through an email or via the contact form on your business site. Issues are the foundation of the customer support process and allow your personnel to track, assign, prioritize, and resolve customer issues efficiently. ERPNext is designed […]
Chart of Accounts
How to Set Up Chart of Accounts in ERPNext The Chart of Accounts (CoA) is essentially a masterplan of all the accounts within your business. In this detailed guide, you will learn how to set up Chart of Accounts in ERPNext, configure account types, manage groups and ledgers, and follow best practices. 1.What is Chart […]
Maintenance
Maintenance In the current version of ERPNext, the Maintenance module is an essential factor to ensure long-term system performance and customer happiness. Two major parts of this module, Maintenance Schedule and Maintenance Visit, are designed to make the post-sales service, Preventive maintenance checkup, and system maintenance of physical goods and software services simpler. The Maintenance Schedule enables service providers to […]
Budgeting
Budgeting Budgeting is the process of creating a plan that outlines expected income and sets spending limits for a specific period, such as a fiscal year. The budgeting tool in ERPNext helps businesses track spending by allocating funds to Cost Centres, Projects, or Accounting Dimensions. It ensures financial restraint by comparing actual spending […]
Opening Balance
Opening Balance When you start a new fiscal year or switch from one accounting system to another, your books start with the opening balance. As of the day you started using ERPNext, it shows the Balances of your accounts (assets, liabilities, receivables, payables, etc.). 1. Introduction When you first start a business, you might […]
Introduction Stock Module
Introduction Stock Module ERPNext’s Stock module is a powerful set of tools designed to simplify inventory management and fortify supply chain processes. With the addition of better batch tracking, valuation control, and workflow integration, it includes all the Functionality required to handle stock efficiently: Inventory Tracking: Ensure stock levels remain accurate in multiple warehouses […]
