Quality Procedure
Quality Procedure Added in Version 12 A Quality Procedure is a Standard Operating Procedure (SOP) that serves as a formal document to guide carrying out day-to-day activities in a controlled and consistent way. A Standard Operating Procedure (SOP) is a written set of step-by-step instructions prepared by an organization to have employees perform day-to-day […]
Document Naming Rule
Document Naming Rule In ERPNext, managing naming conventions systematically helps maintain consistency and traceability across your records. The Document Naming Rule feature allows you to set up dynamic naming based on conditions, offering more flexibility than the standard Document Naming Settings (Series). Key Differences from Traditional Naming Settings: While Document Naming Settings apply […]
Introduction to CRM
Introduction to CRM The CRM module in the newer version of ERPNext is developed to fuel customer interactions, make the sales team more efficient, and offer a centralized solution for the complete sales life cycle. It offers a closer integration with communication solutions, more Robust analytics, and higher flexibility of automation in order to […]
Appointment Booking Settings
Appointment Booking Settings All the configurations with regards to regard scheduling and managing appointments within ERPNext lie in the Appointment Booking Settings. These settings dictate how customers schedule appointments via your site, how agents are allocated, and how availability is handled. 1. Enable Appointment Scheduling Checking this checkbox turns on the appointment scheduling […]
Collaborating Around Forms
Collaborating Around Forms In ERPNext, each form (or document) is not merely a repository of data—it’s also a center for Collaborating Around Forms. Integrated features enable you to discuss, delegate, and exchange information with other users in your account, so you can make decisions more quickly, have greater transparency, and experience fewer information gaps. […]
Dashboard
Dashboard Added in Version 12 The Dashboard in ERPNext offers a strong, glance-at-a-time overview of important performance indicators (KPIs) for different business processes across modules. It presents users with a unified and interactive graphical overview of all key data, facilitating faster and better-informed decision-making. Dashboards are very suitable for department heads, managers, and executives […]
Kanban Board
Kanban Board The Kanban Board in ERPNext is a Graphical project and workflow management tool that allows an interactive, real-time view of your data by status. It lists documents as cards, placed into columns which signify various steps of a process (e.g., Open, In Progress, Completed). Each card represents a document in a specific DocType, like Task, Lead, or Sales Order, and can be transferred […]
Supplier Quotation through Supplier Portal
Supplier Quotation through Supplier Portal A Supplier Quotation through Supplier Portal is an orderly letter sent by a supplier in ERPNext to provide the prices, delivery schedules, and terms of providing the required goods or services. The quotations can be created in two ways: Manually by an internal ERPNext user via the backend. The Supplier Portal enables the […]
Email Workflow
Email Workflow You can change how a certain process or workflow is approved in ERPNext by using workflows. You can change and manage the steps for approving a document and changing its status with workflows. This means that you can make a multi-stage approval process with custom states, transitions, and role-based permissions that fit your […]
Stock Reposting In ERPNext
Stock Reposting In ERPNext The Stock Reposting In ERPNext Item Valuation option is utilized to correct stock quantity or valuation discrepancies resulting from wrong inputs, partial system commits, or data corruption in the Stock Ledger. It enables you to repost and restore the stock ledger according to an Item-Warehouse combination or a given […]
