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Introduction
https://docs.erpnext.com/docs/user/manual/en/introduction
<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Introduction</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>What is an ERP system? And why should businesses use it?</p><blockquote><p>If you are already convinced you need an all-in-one enterprise solutions system for your organization, you can skip this page.</p></blockquote><p>Today, small and medium-sized businesses (SMEs) also face some of the problems that large enterprises do. One of them being planning and managing their resources. SMEs face similar complexities but have limited resources to deal with them.</p><p>Small businesses (like their bigger counterparts) have to:</p><ol><li><p>Do accounts to track their sales/purchases.</p></li><li><p>Do their taxes.</p></li><li><p>Pay their employees.</p></li><li><p>Manage deliveries within promised timelines.</p></li><li><p>Deliver quality goods and services.</p></li><li><p>Communicate with customers, answer their queries.</p></li></ol><p>Large enterprises invest millions of dollars in highly sophisticated systems like SAP. SAP and similar systems are able to handle requirements from these large enterprises to bring their <strong>multi-country</strong>, <strong>multi-company</strong>, <strong>multi-currency</strong>, global businesses into a single platform. This has helped them achieve consolidation of data/records in the fundamental processes such as accounting, taxation, payroll, reporting, and supply chain to name a few.</p><p>In contrast to large enterprises, SMEs have been left out of the <strong>1st wave of digital revolution (1995-2015)</strong>. The main reason for being left out is because they don't have the financial resources to <strong>license, hire programmers and customize</strong> such software to match their needs. Systems like SAP have been a <strong>no-go</strong> for most SMEs. Such systems need a <strong>minimum</strong> CAPEX or OPEX layout of <strong>$100k (Yes, One Hundred Thousand Dollars)</strong> and upwards. Even with cloud offerings (Software as a Service, SAAS) from such vendors, there is no easy Do It Yourself (DIY) people can feel confident about.</p><p>So even today, small businesses continue to struggle to keep things organized. They often use a mix of applications and tools such as spreadsheets, accounting software, web-based CRMs to manage their day to day record keeping. As a consequence, they have to access different systems to understand customers' master data, sales, cash flows, or profitability. The information exists in different silos. It becomes hard to combine the data in order to get useful insights or alerts. This leads to SMEs being <strong>reactive</strong> instead of being <strong>proactive</strong> in their day to day operations. With such a constrained way of working, there's limited scope for <strong>growth</strong>.</p><p>ERPNext addresses some fundamental problems SMEs struggle with when managing their resources:</p><ol><li><p><strong>Affordability</strong>: It is a Free and Open Source Software, freely available to download and install.</p></li><li><p><strong>Completeness</strong>: All necessary modules are available. <a href="https://erpnext.com/docs/v13/user/manual/en" rel="noopener noreferrer nofollow" target="_blank">View full list</a>.</p></li><li><p><strong>Customization</strong>: It is easy to add fields, or add more features.</p></li><li><p><strong>Efficiency</strong>: Computing requirements are relatively low (cheaper to host and manage).</p></li><li><p><strong>Wholesomeness</strong>: A single system and database that allows multiple users to record transactions or extract data simultaneously.</p></li></ol><h2>What is ERPNext?</h2><p>ERPNext is a complete business management solution that helps SMEs to record all their business transactions in a single system. With ERPNext, SMEs can make informed, fact-based, timely decisions to remain ahead in the competition. It serves as the backbone of a business adding strength, transparency, and control to your growing enterprise.</p><p>ERPNext will help you to:</p><ol><li><p>Keep track of the financial indicators of the organization.</p></li><li><p>Track all invoices and payments.</p></li><li><p>Know what quantity of which product is available in stock.</p></li><li><p>Identify and track your key performance indicators (KPIs).</p></li><li><p>Identify open customer queries.</p></li><li><p>Manage employee payroll.</p></li><li><p>Assign tasks and follow up on them.</p></li><li><p>Maintain a database of all your customers, suppliers, and contacts.</p></li><li><p>Prepare quotations.</p></li><li><p>Track your budgets and spending.</p></li><li><p>Determine effective selling price based on the actual raw material, machinery and effort cost.</p></li><li><p>Get reminders on maintenance schedules.</p></li><li><p>Publish your website.</p></li></ol><p>And a ton more.</p><h2>Is ERPNext only for SMEs?</h2><p>ERPNext scales well from SMEs to even large enterprises. ERPNext is used by several retail chains in Africa as well as a highly regarded equities trading company in India with over a thousand employees.</p><p>Check out a variety of <a href="https://erpnext.com/blog/customer-success-stories" rel="noopener noreferrer nofollow" target="_blank">User Stories</a> to know more. Here is a video to get you started:</p><h3>Topics</h3><p>You can also checkout the following topics:</p><ol><li><p><a href="/docs/v13/user/manual/en/introduction/do-i-need-an-erp" rel="noopener noreferrer nofollow" target="_blank">Do I Need an ERP?</a></p></li><li><p><a href="/docs/v13/user/manual/en/introduction/open-source" rel="noopener noreferrer nofollow" target="_blank">Open Source</a></p></li><li><p><a href="/docs/v13/user/manual/en/introduction/getting-started-with-erpnext" rel="noopener noreferrer nofollow" target="_blank">Getting Started with ERPNext</a></p></li><li><p><a href="/docs/v13/user/manual/en/introduction/the-champion" rel="noopener noreferrer nofollow" target="_blank">The Champion</a></p></li><li><p><a href="/docs/v13/user/manual/en/introduction/implementation-strategy" rel="noopener noreferrer nofollow" target="_blank">Implementation Strategy</a></p></li><li><p><a href="/docs/v13/user/manual/en/introduction/key-workflows" rel="noopener noreferrer nofollow" target="_blank">Key Workflows</a></p></li><li><p><a href="/docs/v13/user/manual/en/introduction/concepts-and-terms" rel="noopener noreferrer nofollow" target="_blank">Concepts and Terms</a></p></li></ol></div> </div> <input value="57e7f7d6f3" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Introduction</h5> <span class="small text-muted revision-time">pushkar edited 1 week ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>What is an ERP system? And why should businesses use it?</p><blockquote><p>If you are already convinced you need an all-in-one enterprise solutions system for your organization, you can skip this page.</p></blockquote><p>Today, small and medium-sized businesses (SMEs) also face some of the problems that large enterprises do. One of them being planning and managing their resources. SMEs face similar complexities but have limited resources to deal with them.</p><p>Small businesses (like their bigger counterparts) have to:</p><ol><li><p>Do accounts to track their sales/purchases.</p></li><li><p>Do their taxes.</p></li><li><p>Pay their employees.</p></li><li><p>Manage deliveries within promised timelines.</p></li><li><p>Deliver quality goods and services.</p></li><li><p>Communicate with customers, answer their queries.</p></li></ol><p>Large enterprises invest millions of dollars in highly sophisticated systems like SAP. SAP and similar systems are able to handle requirements from these large enterprises to bring their <strong>multi-country</strong>, <strong>multi-company</strong>, <strong>multi-currency</strong>, global businesses into a single platform. This has helped them achieve consolidation of data/records in the fundamental processes such as accounting, taxation, payroll, reporting, and supply chain to name a few.</p><p>In contrast to large enterprises, SMEs have been left out of the <strong>1st wave of digital revolution (1995-2015)</strong>. The main reason for being left out is because they don't have the financial resources to <strong>license, hire programmers and customize</strong> such software to match their needs. Systems like SAP have been a <strong>no-go</strong> for most SMEs. Such systems need a <strong>minimum</strong> CAPEX or OPEX layout of <strong>$100k (Yes, One Hundred Thousand Dollars)</strong> and upwards. Even with cloud offerings (Software as a Service, SAAS) from such vendors, there is no easy Do It Yourself (DIY) people can feel confident about.</p><p>So even today, small businesses continue to struggle to keep things organized. They often use a mix of applications and tools such as spreadsheets, accounting software, web-based CRMs to manage their day to day record keeping. As a consequence, they have to access different systems to understand customers' master data, sales, cash flows, or profitability. The information exists in different silos. It becomes hard to combine the data in order to get useful insights or alerts. This leads to SMEs being <strong>reactive</strong> instead of being <strong>proactive</strong> in their day to day operations. With such a constrained way of working, there's limited scope for <strong>growth</strong>.</p><p>ERPNext addresses some fundamental problems SMEs struggle with when managing their resources:</p><ol><li><p><strong>Affordability</strong>: It is a Free and Open Source Software, freely available to download and install.</p></li><li><p><strong>Completeness</strong>: All necessary modules are available. <a target="_blank" rel="noopener noreferrer nofollow" href="https://erpnext.com/docs/v13/user/manual/en">View full list</a>.</p></li><li><p><strong>Customization</strong>: It is easy to add fields, or add more features.</p></li><li><p><strong>Efficiency</strong>: Computing requirements are relatively low (cheaper to host and manage).</p></li><li><p><strong>Wholesomeness</strong>: A single system and database that allows multiple users to record transactions or extract data simultaneously.</p></li></ol><h2>What is ERPNext?</h2><p>ERPNext is a complete business management solution that helps SMEs to record all their business transactions in a single system. With ERPNext, SMEs can make informed, fact-based, timely decisions to remain ahead in the competition. It serves as the backbone of a business adding strength, transparency, and control to your growing enterprise.</p><p>ERPNext will help you to:</p><ol><li><p>Keep track of the financial indicators of the organization.</p></li><li><p>Track all invoices and payments.</p></li><li><p>Know what quantity of which product is available in stock.</p></li><li><p>Identify and track your key performance indicators (KPIs).</p></li><li><p>Identify open customer queries.</p></li><li><p>Manage employee payroll.</p></li><li><p>Assign tasks and follow up on them.</p></li><li><p>Maintain a database of all your customers, suppliers, and contacts.</p></li><li><p>Prepare quotations.</p></li><li><p>Track your budgets and spending.</p></li><li><p>Determine effective selling price based on the actual raw material, machinery and effort cost.</p></li><li><p>Get reminders on maintenance schedules.</p></li><li><p>Publish your website.</p></li></ol><p>And a ton more.</p><h2>Is ERPNext only for SMEs?</h2><p>ERPNext scales well from SMEs to even large enterprises. ERPNext is used by several retail chains in Africa as well as a highly regarded equities trading company in India with over a thousand employees.</p><p>Check out a variety of <a target="_blank" rel="noopener noreferrer nofollow" href="https://erpnext.com/blog/customer-success-stories">User Stories</a> to know more. Here is a video to get you started:</p><h3>Topics</h3><p>You can also checkout the following topics:</p><ol><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v13/user/manual/en/introduction/do-i-need-an-erp">Do I Need an ERP?</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v13/user/manual/en/introduction/open-source">Open Source</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v13/user/manual/en/introduction/getting-started-with-erpnext">Getting Started with ERPNext</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v13/user/manual/en/introduction/the-champion">The Champion</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v13/user/manual/en/introduction/implementation-strategy">Implementation Strategy</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v13/user/manual/en/introduction/key-workflows">Key Workflows</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v13/user/manual/en/introduction/concepts-and-terms">Concepts and Terms</a></p></li></ol></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/introduction" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>
Introduction What is an ERP system? And why should businesses use it? If you are already convinced you need an all-in-one enterprise solutions system for your organization, you can skip this page. Today, small and medium-sized businesses (SMEs) also face some of the problems that large enterprises do. One of them being planning and managing their resources. SMEs face similar complexities but have limited resources to deal with them. Small businesses (like their bigger counterparts) have to: Do accounts to track their sales/purchases. Do their taxes. Pay their employees. Manage deliveries within promised timelines. Deliver quality goods and services. Communicate with customers, answer their queries. Large enterprises invest millions of dollars in highly sophisticated systems like SAP. SAP and similar systems are able to handle requirements from these large enterprises to bring their multi-country, multi-company, multi-currency, global businesses into a single platform. This has helped them achieve consolidation of data/records in the fundamental processes such as accounting, taxation, payroll, reporting, and supply chain to name a few. In contrast to large enterprises, SMEs have been left out of the 1st wave of digital revolution (1995-2015). The main reason for being left out is because they don't have the financial resources to license, hire programmers and customize such software to match their needs. Systems like SAP have been a no-go for most SMEs. Such systems need a minimum CAPEX or OPEX layout of $100k (Yes, One Hundred Thousand Dollars) and upwards. Even with cloud offerings (Software as a Service, SAAS) from such vendors, there is no easy Do It Yourself (DIY) people can feel confident about. So even today, small businesses continue to struggle to keep things organized. They often use a mix of applications and tools such as spreadsheets, accounting software, web-based CRMs to manage their day to day record keeping. As a consequence, they have to access different systems to understand customers' master data, sales, cash flows, or profitability. The information exists in different silos. It becomes hard to combine the data in order to get useful insights or alerts. This leads to SMEs being reactive instead of being proactive in their day to day operations. With such a constrained way of working, there's limited scope for growth. ERPNext addresses some fundamental problems SMEs struggle with when managing their resources: Affordability: It is a Free and Open Source Software, freely available to download and install. Completeness: All necessary modules are available. View full list. Customization: It is easy to add fields, or add more features. Efficiency: Computing requirements are relatively low (cheaper to host and manage). Wholesomeness: A single system and database that allows multiple users to record transactions or extract data simultaneously. What is ERPNext? ERPNext is a complete business management solution that helps SMEs to record all their business transactions in a single system. With ERPNext, SMEs can make informed, fact-based, timely decisions to remain ahead in the competition. It serves as the backbone of a business adding strength, transparency, and control to your growing enterprise. ERPNext will help you to: Keep track of the financial indicators of the organization. Track all invoices and payments. Know what quantity of which product is available in stock. Identify and track your key performance indicators (KPIs). Identify open customer queries. Manage employee payroll. Assign tasks and follow up on them. Maintain a database of all your customers, suppliers, and contacts. Prepare quotations. Track your budgets and spending. Determine effective selling price based on the actual raw material, machinery and effort cost. Get reminders on maintenance schedules. Publish your website. And a ton more. Is ERPNext only for SMEs? ERPNext scales well from SMEs to even large enterprises. ERPNext is used by several retail chains in Africa as well as a highly regarded equities trading company in India with over a thousand employees. Check out a variety of User Stories to know more. Here is a video to get you started: Topics You can also checkout the following topics: Do I Need an ERP? Open Source Getting Started with ERPNext The Champion Implementation Strategy Key Workflows Concepts and Terms
# Introduction Edit Page New Page Revisions Page Settings What is an ERP system? And why should businesses use it? > If you are already convinced you need an all-in-one enterprise solutions > system for your organization, you can skip this page. Today, small and medium-sized businesses (SMEs) also face some of the problems that large enterprises do. One of them being planning and managing their resources. SMEs face similar complexities but have limited resources to deal with them. Small businesses (like their bigger counterparts) have to: 1. Do accounts to track their sales/purchases. 2. Do their taxes. 3. Pay their employees. 4. Manage deliveries within promised timelines. 5. Deliver quality goods and services. 6. Communicate with customers, answer their queries. Large enterprises invest millions of dollars in highly sophisticated systems like SAP. SAP and similar systems are able to handle requirements from these large enterprises to bring their **multi-country** , **multi-company** , **multi-currency** , global businesses into a single platform. This has helped them achieve consolidation of data/records in the fundamental processes such as accounting, taxation, payroll, reporting, and supply chain to name a few. In contrast to large enterprises, SMEs have been left out of the **1st wave of digital revolution (1995-2015)**. The main reason for being left out is because they don't have the financial resources to **license, hire programmers and customize** such software to match their needs. Systems like SAP have been a **no-go** for most SMEs. Such systems need a **minimum** CAPEX or OPEX layout of **$100k (Yes, One Hundred Thousand Dollars)** and upwards. Even with cloud offerings (Software as a Service, SAAS) from such vendors, there is no easy Do It Yourself (DIY) people can feel confident about. So even today, small businesses continue to struggle to keep things organized. They often use a mix of applications and tools such as spreadsheets, accounting software, web-based CRMs to manage their day to day record keeping. As a consequence, they have to access different systems to understand customers' master data, sales, cash flows, or profitability. The information exists in different silos. It becomes hard to combine the data in order to get useful insights or alerts. This leads to SMEs being **reactive** instead of being **proactive** in their day to day operations. With such a constrained way of working, there's limited scope for **growth**. ERPNext addresses some fundamental problems SMEs struggle with when managing their resources: 1. **Affordability** : It is a Free and Open Source Software, freely available to download and install. 2. **Completeness** : All necessary modules are available. [View full list](https://erpnext.com/docs/v13/user/manual/en). 3. **Customization** : It is easy to add fields, or add more features. 4. **Efficiency** : Computing requirements are relatively low (cheaper to host and manage). 5. **Wholesomeness** : A single system and database that allows multiple users to record transactions or extract data simultaneously. ## What is ERPNext? ERPNext is a complete business management solution that helps SMEs to record all their business transactions in a single system. With ERPNext, SMEs can make informed, fact-based, timely decisions to remain ahead in the competition. It serves as the backbone of a business adding strength, transparency, and control to your growing enterprise. ERPNext will help you to: 1. Keep track of the financial indicators of the organization. 2. Track all invoices and payments. 3. Know what quantity of which product is available in stock. 4. Identify and track your key performance indicators (KPIs). 5. Identify open customer queries. 6. Manage employee payroll. 7. Assign tasks and follow up on them. 8. Maintain a database of all your customers, suppliers, and contacts. 9. Prepare quotations. 10. Track your budgets and spending. 11. Determine effective selling price based on the actual raw material, machinery and effort cost. 12. Get reminders on maintenance schedules. 13. Publish your website. And a ton more. ## Is ERPNext only for SMEs? ERPNext scales well from SMEs to even large enterprises. ERPNext is used by several retail chains in Africa as well as a highly regarded equities trading company in India with over a thousand employees. Check out a variety of [User Stories](https://erpnext.com/blog/customer- success-stories) to know more. Here is a video to get you started: ### Topics You can also checkout the following topics: 1. [Do I Need an ERP?](/docs/v13/user/manual/en/introduction/do-i-need-an-erp) 2. [Open Source](/docs/v13/user/manual/en/introduction/open-source) 3. [Getting Started with ERPNext](/docs/v13/user/manual/en/introduction/getting-started-with-erpnext) 4. [The Champion](/docs/v13/user/manual/en/introduction/the-champion) 5. [Implementation Strategy](/docs/v13/user/manual/en/introduction/implementation-strategy) 6. [Key Workflows](/docs/v13/user/manual/en/introduction/key-workflows) 7. [Concepts and Terms](/docs/v13/user/manual/en/introduction/concepts-and-terms) ##### Introduction pushkar edited 1 week ago × What is an ERP system? And why should businesses use it? > If you are already convinced you need an all-in-one enterprise solutions > system for your organization, you can skip this page. Today, small and medium-sized businesses (SMEs) also face some of the problems that large enterprises do. One of them being planning and managing their resources. SMEs face similar complexities but have limited resources to deal with them. Small businesses (like their bigger counterparts) have to: 1. Do accounts to track their sales/purchases. 2. Do their taxes. 3. Pay their employees. 4. Manage deliveries within promised timelines. 5. Deliver quality goods and services. 6. Communicate with customers, answer their queries. Large enterprises invest millions of dollars in highly sophisticated systems like SAP. SAP and similar systems are able to handle requirements from these large enterprises to bring their **multi-country** , **multi-company** , **multi-currency** , global businesses into a single platform. This has helped them achieve consolidation of data/records in the fundamental processes such as accounting, taxation, payroll, reporting, and supply chain to name a few. In contrast to large enterprises, SMEs have been left out of the **1st wave of digital revolution (1995-2015)**. The main reason for being left out is because they don't have the financial resources to **license, hire programmers and customize** such software to match their needs. Systems like SAP have been a **no-go** for most SMEs. Such systems need a **minimum** CAPEX or OPEX layout of **$100k (Yes, One Hundred Thousand Dollars)** and upwards. Even with cloud offerings (Software as a Service, SAAS) from such vendors, there is no easy Do It Yourself (DIY) people can feel confident about. So even today, small businesses continue to struggle to keep things organized. They often use a mix of applications and tools such as spreadsheets, accounting software, web-based CRMs to manage their day to day record keeping. As a consequence, they have to access different systems to understand customers' master data, sales, cash flows, or profitability. The information exists in different silos. It becomes hard to combine the data in order to get useful insights or alerts. This leads to SMEs being **reactive** instead of being **proactive** in their day to day operations. With such a constrained way of working, there's limited scope for **growth**. ERPNext addresses some fundamental problems SMEs struggle with when managing their resources: 1. **Affordability** : It is a Free and Open Source Software, freely available to download and install. 2. **Completeness** : All necessary modules are available. [View full list](https://erpnext.com/docs/v13/user/manual/en). 3. **Customization** : It is easy to add fields, or add more features. 4. **Efficiency** : Computing requirements are relatively low (cheaper to host and manage). 5. **Wholesomeness** : A single system and database that allows multiple users to record transactions or extract data simultaneously. ## What is ERPNext? ERPNext is a complete business management solution that helps SMEs to record all their business transactions in a single system. With ERPNext, SMEs can make informed, fact-based, timely decisions to remain ahead in the competition. It serves as the backbone of a business adding strength, transparency, and control to your growing enterprise. ERPNext will help you to: 1. Keep track of the financial indicators of the organization. 2. Track all invoices and payments. 3. Know what quantity of which product is available in stock. 4. Identify and track your key performance indicators (KPIs). 5. Identify open customer queries. 6. Manage employee payroll. 7. Assign tasks and follow up on them. 8. Maintain a database of all your customers, suppliers, and contacts. 9. Prepare quotations. 10. Track your budgets and spending. 11. Determine effective selling price based on the actual raw material, machinery and effort cost. 12. Get reminders on maintenance schedules. 13. Publish your website. And a ton more. ## Is ERPNext only for SMEs? ERPNext scales well from SMEs to even large enterprises. ERPNext is used by several retail chains in Africa as well as a highly regarded equities trading company in India with over a thousand employees. Check out a variety of [User Stories](https://erpnext.com/blog/customer- success-stories) to know more. Here is a video to get you started: ### Topics You can also checkout the following topics: 1. [Do I Need an ERP?](/docs/v13/user/manual/en/introduction/do-i-need-an-erp) 2. [Open Source](/docs/v13/user/manual/en/introduction/open-source) 3. [Getting Started with ERPNext](/docs/v13/user/manual/en/introduction/getting-started-with-erpnext) 4. [The Champion](/docs/v13/user/manual/en/introduction/the-champion) 5. [Implementation Strategy](/docs/v13/user/manual/en/introduction/implementation-strategy) 6. [Key Workflows](/docs/v13/user/manual/en/introduction/key-workflows) 7. [Concepts and Terms](/docs/v13/user/manual/en/introduction/concepts-and-terms) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update
Do I Need ERPNext?
https://docs.erpnext.com/docs/user/manual/en/do-i-need-an-erp
<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Do I Need ERPNext?</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Are you still using multiple specialised tools/platforms for managing your operations and facing it challenging to maintain data consistency? </p><p>Are you hesitant to go paperless by digitising all your operations?</p><p>Are you fed up with your legacy system which is difficult to cater to your ever evolving business needs?</p><p>ERPNext will help you get rid of these pain points as it is an open source platform which will act as a single source of truth for all your operational needs. ERPNext can host all your data and replicate business processes to make them operate seamlessly. Since it covers a wide range of business functions/departments like Accounting, Procurement, Sales, HR, Inventory Management etc, ERPNext is a system that can be setup by any organisation.</p><h3>Benefits over traditional accounting software:</h3><ul><li><p>Do a lot more than just accounting! Manage inventory, billing, quotes, leads, payroll and a lot more.</p></li><li><p>Keep all your data safe and in one place. Don’t keep hunting for data when you need it across spreadsheets and different computers. Manage everyone on the same page. All users get the same updated data.</p></li><li><p>Stop repetitive work. Don’t enter the same information from your word processor to your accounting tool. It's all integrated.</p></li><li><p>Keep track. Get the entire history of a customer or a deal in one place.</p></li></ul><h3>Benefits over big ERPs</h3><ul><li><p>$$$ - Saves money.</p></li><li><p><strong>Easier to configure:</strong> Big ERPs are notoriously hard to setup and will ask you a zillion questions before you can do something meaningful.</p></li><li><p><strong>Easier to use:</strong> Modern web-like user interface will keep your users happy and in familiar territory.</p></li><li><p><strong>Open Source :</strong> This software is always free and you can host it anywhere you like.</p></li><li><p><strong>Easier to customise: </strong>In most cases, it is easy for you to get certain customisations incorporated in the system without putting tremendous efforts.</p></li></ul></div> </div> <input value="ac7d44ccb0" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Do I Need ERPNext?</h5> <span class="small text-muted revision-time">pushkar edited 5 months ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>ERPNext is a modern tool that covers not only accounting, but also all other business functions, on an integrated platform. It has many benefits over both traditional accounting as well as ERP applications.</p><h3>Benefits over traditional accounting software:</h3><ul><li><p>Do a lot more than just accounting! Manage inventory, billing, quotes, leads, payroll and a lot more.</p></li><li><p>Keep all your data safe and in one place. Don’t keep hunting for data when you need it across spreadsheets and different computers. Manage everyone on the same page. All users get the same updated data.</p></li><li><p>Stop repetitive work. Don’t enter the same information from your word processor to your accounting tool. It's all integrated.</p></li><li><p>Keep track. Get the entire history of a customer or a deal in one place.</p></li></ul><h3>Benefits over big ERPs</h3><ul><li><p>$$$ - Saves money.</p></li><li><p><strong>Easier to configure:</strong> Big ERPs are notoriously hard to setup and will ask you a zillion questions before you can do something meaningful.</p></li><li><p><strong>Easier to use:</strong> Modern web-like user interface will keep your users happy and in familiar territory.</p></li><li><p><strong>Open Source :</strong> This software is always free and you can host it anywhere you like.</p></li><li><p><strong>Easier to customise: </strong>In most cases, it is easy for you to get certain customisations incorporated in the system without putting tremendous efforts.</p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/do-i-need-an-erp" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>
Do I Need ERPNext? Are you still using multiple specialised tools/platforms for managing your operations and facing it challenging to maintain data consistency? Are you hesitant to go paperless by digitising all your operations? Are you fed up with your legacy system which is difficult to cater to your ever evolving business needs? ERPNext will help you get rid of these pain points as it is an open source platform which will act as a single source of truth for all your operational needs. ERPNext can host all your data and replicate business processes to make them operate seamlessly. Since it covers a wide range of business functions/departments like Accounting, Procurement, Sales, HR, Inventory Management etc, ERPNext is a system that can be setup by any organisation. Benefits over traditional accounting software: Do a lot more than just accounting! Manage inventory, billing, quotes, leads, payroll and a lot more. Keep all your data safe and in one place. Don’t keep hunting for data when you need it across spreadsheets and different computers. Manage everyone on the same page. All users get the same updated data. Stop repetitive work. Don’t enter the same information from your word processor to your accounting tool. It's all integrated. Keep track. Get the entire history of a customer or a deal in one place. Benefits over big ERPs $$$ - Saves money. Easier to configure: Big ERPs are notoriously hard to setup and will ask you a zillion questions before you can do something meaningful. Easier to use: Modern web-like user interface will keep your users happy and in familiar territory. Open Source : This software is always free and you can host it anywhere you like. Easier to customise: In most cases, it is easy for you to get certain customisations incorporated in the system without putting tremendous efforts.
# Do I Need ERPNext? Edit Page New Page Revisions Page Settings Are you still using multiple specialised tools/platforms for managing your operations and facing it challenging to maintain data consistency? Are you hesitant to go paperless by digitising all your operations? Are you fed up with your legacy system which is difficult to cater to your ever evolving business needs? ERPNext will help you get rid of these pain points as it is an open source platform which will act as a single source of truth for all your operational needs. ERPNext can host all your data and replicate business processes to make them operate seamlessly. Since it covers a wide range of business functions/departments like Accounting, Procurement, Sales, HR, Inventory Management etc, ERPNext is a system that can be setup by any organisation. ### Benefits over traditional accounting software: * Do a lot more than just accounting! Manage inventory, billing, quotes, leads, payroll and a lot more. * Keep all your data safe and in one place. Don’t keep hunting for data when you need it across spreadsheets and different computers. Manage everyone on the same page. All users get the same updated data. * Stop repetitive work. Don’t enter the same information from your word processor to your accounting tool. It's all integrated. * Keep track. Get the entire history of a customer or a deal in one place. ### Benefits over big ERPs * $$$ - Saves money. * **Easier to configure:** Big ERPs are notoriously hard to setup and will ask you a zillion questions before you can do something meaningful. * **Easier to use:** Modern web-like user interface will keep your users happy and in familiar territory. * **Open Source :** This software is always free and you can host it anywhere you like. * **Easier to customise:** In most cases, it is easy for you to get certain customisations incorporated in the system without putting tremendous efforts. ##### Do I Need ERPNext? pushkar edited 5 months ago × ERPNext is a modern tool that covers not only accounting, but also all other business functions, on an integrated platform. It has many benefits over both traditional accounting as well as ERP applications. ### Benefits over traditional accounting software: * Do a lot more than just accounting! Manage inventory, billing, quotes, leads, payroll and a lot more. * Keep all your data safe and in one place. Don’t keep hunting for data when you need it across spreadsheets and different computers. Manage everyone on the same page. All users get the same updated data. * Stop repetitive work. Don’t enter the same information from your word processor to your accounting tool. It's all integrated. * Keep track. Get the entire history of a customer or a deal in one place. ### Benefits over big ERPs * $$$ - Saves money. * **Easier to configure:** Big ERPs are notoriously hard to setup and will ask you a zillion questions before you can do something meaningful. * **Easier to use:** Modern web-like user interface will keep your users happy and in familiar territory. * **Open Source :** This software is always free and you can host it anywhere you like. * **Easier to customise:** In most cases, it is easy for you to get certain customisations incorporated in the system without putting tremendous efforts. Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update
Open Source
https://docs.erpnext.com/docs/user/manual/en/open-source
<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Open Source</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>The term 'Open Source' refers to those softwares whose source code is available for its use, distribution and enhancement to the users.</p><p>Unlike proprietary softwares, open source softwares are built in pubic with the help of communicate collaboration and made available freely to the users.</p><p>ERPNext is a free and open source software published under <a href="https://www.gnu.org/licenses/gpl-3.0.en.html" rel="noopener noreferrer nofollow" target="_blank">GNU General Public License (GPLv3)</a> license.</p><p>It grants you the freedom to..</p><ul><li><p>Use the software for any purpose</p></li><li><p>Change the software to suit your needs</p></li><li><p>Share the software with anyone</p></li><li><p>Share the changes you make</p></li></ul><p>The source code of ERPNext is available on <a href="https://github.com/frappe/erpnext" rel="noopener noreferrer nofollow" target="_blank">GitHub.</a></p><p>Advantages of an open source software are:</p><ol><li><p>There is no lock-in with one specific vendor.</p></li><li><p>You can host the application anywhere, including your own server to gain complete ownership and privacy of the data.</p></li><li><p>You can access a <a href="https://discuss.erpnext.com/" rel="noopener noreferrer nofollow" target="_blank">community</a> for help.</p></li><li><p>You can benefit from using a product that is critiqued and used by a wide range of people, who have reported hundreds of issues and suggestions to improve the product.</p><p>While ERPNext is free and open source, running a server for ERPNext, implementing it and, supporting it is not an easy task. You can opt for professional help at <a href="https://erpnext.com/" rel="noopener noreferrer nofollow" target="_blank">erpnext.com</a> or find a suitable service provider. This will allow you to reduce your risk and focus on delivering business value.</p></li></ol></div> </div> <input value="669b5edfff" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Open Source</h5> <span class="small text-muted revision-time">pushkar edited 5 months ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>ERPNext is a free and open source software published under <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.gnu.org/licenses/gpl-3.0.en.html">GNU General Public License (GPLv3)</a> license.</p><p>It grants you the freedom to..</p><ul><li><p>Use the software for any purpose</p></li><li><p>Change the software to suit your needs</p></li><li><p>Share the software with anyone</p></li><li><p>Share the changes you make</p></li></ul><p>The source code of ERPNext is available on <a target="_blank" rel="noopener noreferrer nofollow" href="https://github.com/frappe/erpnext">GitHub.</a></p><p>Advantages of an open source software are:</p><ol><li><p>There is no lock-in with one specific vendor.</p></li><li><p>You can host the application anywhere, including your own server to gain complete ownership and privacy of the data.</p></li><li><p>You can access a <a target="_blank" rel="noopener noreferrer nofollow" href="https://discuss.erpnext.com/">community</a> for help.</p></li><li><p>You can benefit from using a product that is critiqued and used by a wide range of people, who have reported hundreds of issues and suggestions to improve the product.</p><p>While ERPNext is free and open source, running a server for ERPNext, implementing it and, supporting it is not an easy task. You can opt for professional help at <a target="_blank" rel="noopener noreferrer nofollow" href="https://erpnext.com/">erpnext.com</a> or find a suitable service provider. This will allow you to reduce your risk and focus on delivering business value.</p></li></ol></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/open-source" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>
Open Source The term 'Open Source' refers to those softwares whose source code is available for its use, distribution and enhancement to the users. Unlike proprietary softwares, open source softwares are built in pubic with the help of communicate collaboration and made available freely to the users. ERPNext is a free and open source software published under GNU General Public License (GPLv3) license. It grants you the freedom to.. Use the software for any purpose Change the software to suit your needs Share the software with anyone Share the changes you make The source code of ERPNext is available on GitHub. Advantages of an open source software are: There is no lock-in with one specific vendor. You can host the application anywhere, including your own server to gain complete ownership and privacy of the data. You can access a community for help. You can benefit from using a product that is critiqued and used by a wide range of people, who have reported hundreds of issues and suggestions to improve the product. While ERPNext is free and open source, running a server for ERPNext, implementing it and, supporting it is not an easy task. You can opt for professional help at erpnext.com or find a suitable service provider. This will allow you to reduce your risk and focus on delivering business value.
# Open Source Edit Page New Page Revisions Page Settings The term 'Open Source' refers to those softwares whose source code is available for its use, distribution and enhancement to the users. Unlike proprietary softwares, open source softwares are built in pubic with the help of communicate collaboration and made available freely to the users. ERPNext is a free and open source software published under [GNU General Public License (GPLv3)](https://www.gnu.org/licenses/gpl-3.0.en.html) license. It grants you the freedom to.. * Use the software for any purpose * Change the software to suit your needs * Share the software with anyone * Share the changes you make The source code of ERPNext is available on [GitHub.](https://github.com/frappe/erpnext) Advantages of an open source software are: 1. There is no lock-in with one specific vendor. 2. You can host the application anywhere, including your own server to gain complete ownership and privacy of the data. 3. You can access a [community](https://discuss.erpnext.com/) for help. 4. You can benefit from using a product that is critiqued and used by a wide range of people, who have reported hundreds of issues and suggestions to improve the product. While ERPNext is free and open source, running a server for ERPNext, implementing it and, supporting it is not an easy task. You can opt for professional help at [erpnext.com](https://erpnext.com/) or find a suitable service provider. This will allow you to reduce your risk and focus on delivering business value. ##### Open Source pushkar edited 5 months ago × ERPNext is a free and open source software published under [GNU General Public License (GPLv3)](https://www.gnu.org/licenses/gpl-3.0.en.html) license. It grants you the freedom to.. * Use the software for any purpose * Change the software to suit your needs * Share the software with anyone * Share the changes you make The source code of ERPNext is available on [GitHub.](https://github.com/frappe/erpnext) Advantages of an open source software are: 1. There is no lock-in with one specific vendor. 2. You can host the application anywhere, including your own server to gain complete ownership and privacy of the data. 3. You can access a [community](https://discuss.erpnext.com/) for help. 4. You can benefit from using a product that is critiqued and used by a wide range of people, who have reported hundreds of issues and suggestions to improve the product. While ERPNext is free and open source, running a server for ERPNext, implementing it and, supporting it is not an easy task. You can opt for professional help at [erpnext.com](https://erpnext.com/) or find a suitable service provider. This will allow you to reduce your risk and focus on delivering business value. Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update
Getting Started with ERPNext
https://docs.erpnext.com/docs/user/manual/en/getting-started-with-erpnext
<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Getting Started with ERPNext</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>There are many ways to get started with ERPNext.</p><h3>1. Start a Free Account at ERPNext.com</h3><p>Frappe Technologies is a Mumbai based organisation which is the OEM of ERPNext and maintains it primarily. You can start with your own account by <a href="https://erpnext.com" rel="noopener noreferrer nofollow" target="_blank">signing up on the website</a>.</p><p>You can also decide to host your application on Frappe Cloud by choosing an appropriate <a href="https://frappecloud.com/pricing#shared" rel="noopener noreferrer nofollow" target="_blank">hosting plan</a>. This way you support the organization that develops and improves ERPNext.</p><h3>2. Install ERPNext on your Unix/Linux/Mac machine</h3><p>If you are familiar with installing applications on *nix platforms, read the instructions on how to install using <a href="https://github.com/frappe/bench" rel="noopener noreferrer nofollow" target="_blank">Frappe Bench</a>.</p></div> </div> <input value="30f4c622cd" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Getting Started with ERPNext</h5> <span class="small text-muted revision-time">pushkar edited 5 months ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>There are many ways to get started with ERPNext.</p><h3>1. Start a Free Account at ERPNext.com</h3><p>Frappe Technologies is a Mumbai based organisation which is the OEM of ERPNext and maintains it primarily. You can start with your own account by <a target="_blank" rel="noopener noreferrer nofollow" href="https://erpnext.com">signing up on the website</a>.</p><p>You can also decide to host your application on Frappe Cloud by choosing the appropriate <a target="_blank" rel="noopener noreferrer nofollow" href="https://frappecloud.com/pricing#shared">hosting plan</a>. This way you support the organization that develops and improves ERPNext. </p><h3>2. Install ERPNext on your Unix/Linux/Mac machine</h3><p>If you are familiar with installing applications on *nix platforms, read the instructions on how to install using <a target="_blank" rel="noopener noreferrer nofollow" href="https://github.com/frappe/bench">Frappe Bench</a>.</p></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/getting-started-with-erpnext" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>
Getting Started with ERPNext There are many ways to get started with ERPNext. 1. Start a Free Account at ERPNext.com Frappe Technologies is a Mumbai based organisation which is the OEM of ERPNext and maintains it primarily. You can start with your own account by signing up on the website. You can also decide to host your application on Frappe Cloud by choosing an appropriate hosting plan. This way you support the organization that develops and improves ERPNext. 2. Install ERPNext on your Unix/Linux/Mac machine If you are familiar with installing applications on *nix platforms, read the instructions on how to install using Frappe Bench.
# Getting Started with ERPNext Edit Page New Page Revisions Page Settings There are many ways to get started with ERPNext. ### 1\. Start a Free Account at ERPNext.com Frappe Technologies is a Mumbai based organisation which is the OEM of ERPNext and maintains it primarily. You can start with your own account by [signing up on the website](https://erpnext.com). You can also decide to host your application on Frappe Cloud by choosing an appropriate [hosting plan](https://frappecloud.com/pricing#shared). This way you support the organization that develops and improves ERPNext. ### 2\. Install ERPNext on your Unix/Linux/Mac machine If you are familiar with installing applications on *nix platforms, read the instructions on how to install using [Frappe Bench](https://github.com/frappe/bench). ##### Getting Started with ERPNext pushkar edited 5 months ago × There are many ways to get started with ERPNext. ### 1\. Start a Free Account at ERPNext.com Frappe Technologies is a Mumbai based organisation which is the OEM of ERPNext and maintains it primarily. You can start with your own account by [signing up on the website](https://erpnext.com). You can also decide to host your application on Frappe Cloud by choosing the appropriate [hosting plan](https://frappecloud.com/pricing#shared). This way you support the organization that develops and improves ERPNext. ### 2\. Install ERPNext on your Unix/Linux/Mac machine If you are familiar with installing applications on *nix platforms, read the instructions on how to install using [Frappe Bench](https://github.com/frappe/bench). Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update
The Project Champion
https://docs.erpnext.com/docs/user/manual/en/the-champion
<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">The Project Champion</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p><img alt="Champion" class="screenshot" contenteditable="false" draggable="true" src="/files/implementation-image.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>We have seen dozens of ERP implementations over the past few years and we realize that successful implementation is a lot about intangibles and attitude.</p><p><strong>ERPs are not required.</strong></p><p>Like exercise.</p><p>The human body may seem like it does not require exercise today or even tomorrow, but in the long run, if you wish to maintain your body and its health, you should get on the treadmill.</p><p>In the same way, ERPs improve the health of your organization over a long run by keeping it fit and efficient. The more you delay putting things in order, the more time you lose, and the closer you get to a major disaster.</p><p>So when you start implementing an ERP, keep your sight on the long term benefits. Like exercise, its painful in the short run, but will do wonders if you stay on course.</p><hr contenteditable="false"><h2>The Champion</h2><p>ERP means organization wide change and it does not happen without effort. Every change requires a champion and it is the duty of the champion to organize and energize the entire team towards implementation. The champion needs to be resilient incase something goes wrong .</p><p>In many organizations we have seen, the champion is most often the owner or a senior manager. Occasionally, the champion is an outsider who is hired for a particular purpose.</p><p>In either case, you must identify your champion first.</p><p>Most likely it's <strong>you!</strong></p><p>Lets Begin!</p></div> </div> <input value="1d4335a24c" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">The Project Champion</h5> <span class="small text-muted revision-time">pushkar edited 5 months ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p><img class="screenshot ProseMirror-selectednode" src="/files/implementation-image.png" alt="Champion" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p>We have seen dozens of ERP implementations over the past few years and we realize that successful implementation is a lot about intangibles and attitude.</p><p><strong>ERPs are not required.</strong></p><p>Like exercise.</p><p>The human body may seem like it does not require exercise today or even tomorrow, but in the long run, if you wish to maintain your body and its health, you should get on the treadmill.</p><p>In the same way, ERPs improve the health of your organization over a long run by keeping it fit and efficient. The more you delay putting things in order, the more time you lose, and the closer you get to a major disaster.</p><p>So when you start implementing an ERP, keep your sight on the long term benefits. Like exercise, its painful in the short run, but will do wonders if you stay on course.</p><hr contenteditable="false"><h2>The Champion</h2><p>ERP means organization wide change and it does not happen without effort. Every change requires a champion and it is the duty of the champion to organize and energize the entire team towards implementation. The champion needs to be resilient incase something goes wrong .</p><p>In many organizations we have seen, the champion is most often the owner or a senior manager. Occasionally, the champion is an outsider who is hired for a particular purpose.</p><p>In either case, you must identify your champion first.</p><p>Most likely it's <strong>you!</strong></p><p>Lets Begin!</p></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/the-champion" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>
The Project Champion We have seen dozens of ERP implementations over the past few years and we realize that successful implementation is a lot about intangibles and attitude. ERPs are not required. Like exercise. The human body may seem like it does not require exercise today or even tomorrow, but in the long run, if you wish to maintain your body and its health, you should get on the treadmill. In the same way, ERPs improve the health of your organization over a long run by keeping it fit and efficient. The more you delay putting things in order, the more time you lose, and the closer you get to a major disaster. So when you start implementing an ERP, keep your sight on the long term benefits. Like exercise, its painful in the short run, but will do wonders if you stay on course. The Champion ERP means organization wide change and it does not happen without effort. Every change requires a champion and it is the duty of the champion to organize and energize the entire team towards implementation. The champion needs to be resilient incase something goes wrong . In many organizations we have seen, the champion is most often the owner or a senior manager. Occasionally, the champion is an outsider who is hired for a particular purpose. In either case, you must identify your champion first. Most likely it's you! Lets Begin!
# The Project Champion Edit Page New Page Revisions Page Settings ![Champion](/files/implementation-image.png) We have seen dozens of ERP implementations over the past few years and we realize that successful implementation is a lot about intangibles and attitude. **ERPs are not required.** Like exercise. The human body may seem like it does not require exercise today or even tomorrow, but in the long run, if you wish to maintain your body and its health, you should get on the treadmill. In the same way, ERPs improve the health of your organization over a long run by keeping it fit and efficient. The more you delay putting things in order, the more time you lose, and the closer you get to a major disaster. So when you start implementing an ERP, keep your sight on the long term benefits. Like exercise, its painful in the short run, but will do wonders if you stay on course. * * * ## The Champion ERP means organization wide change and it does not happen without effort. Every change requires a champion and it is the duty of the champion to organize and energize the entire team towards implementation. The champion needs to be resilient incase something goes wrong . In many organizations we have seen, the champion is most often the owner or a senior manager. Occasionally, the champion is an outsider who is hired for a particular purpose. In either case, you must identify your champion first. Most likely it's **you!** Lets Begin! ##### The Project Champion pushkar edited 5 months ago × ![Champion](/files/implementation-image.png) We have seen dozens of ERP implementations over the past few years and we realize that successful implementation is a lot about intangibles and attitude. **ERPs are not required.** Like exercise. The human body may seem like it does not require exercise today or even tomorrow, but in the long run, if you wish to maintain your body and its health, you should get on the treadmill. In the same way, ERPs improve the health of your organization over a long run by keeping it fit and efficient. The more you delay putting things in order, the more time you lose, and the closer you get to a major disaster. So when you start implementing an ERP, keep your sight on the long term benefits. Like exercise, its painful in the short run, but will do wonders if you stay on course. * * * ## The Champion ERP means organization wide change and it does not happen without effort. Every change requires a champion and it is the duty of the champion to organize and energize the entire team towards implementation. The champion needs to be resilient incase something goes wrong . In many organizations we have seen, the champion is most often the owner or a senior manager. Occasionally, the champion is an outsider who is hired for a particular purpose. In either case, you must identify your champion first. Most likely it's **you!** Lets Begin! Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update
Flow Chart
https://docs.erpnext.com/docs/user/manual/en/key-workflows
<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Flow Chart</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p>This diagram covers how ERPNext tracks your company information across key functions. This diagram does not cover all the features of ERPNext.</p> <p><img alt="Workflow" class="screenshot" src="/files/overview-flow.png"></p> <p><em>Note: Not all of the steps are mandatory. ERPNext allows you to freely skip steps if you want to simplify the process.</em></p> </div> <input value="e08b871003" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Flow Chart</h5> <span class="small text-muted revision-time">Administrator edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/key-workflows" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>
Flow Chart This diagram covers how ERPNext tracks your company information across key functions. This diagram does not cover all the features of ERPNext. Note: Not all of the steps are mandatory. ERPNext allows you to freely skip steps if you want to simplify the process.
# Flow Chart Edit Page New Page Revisions Page Settings This diagram covers how ERPNext tracks your company information across key functions. This diagram does not cover all the features of ERPNext. ![Workflow](/files/overview-flow.png) _Note: Not all of the steps are mandatory. ERPNext allows you to freely skip steps if you want to simplify the process._ ##### Flow Chart Administrator edited 3 years ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update
Concepts and Terms
https://docs.erpnext.com/docs/user/manual/en/concepts-and-terms
<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Concepts and Terms </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p>Before you start implementation, lets get familiar with the terminology that is used and some basic concepts in ERPNext.</p> <hr> <h3 id="basic-concepts">Basic Concepts</h3> <h4 id="company">Company</h4> <p>This represents the Company records for which ERPNext is setup. With this same setup, you can create multiple Company records, each representing a different legal entity. The accounting for each Company will be different, but they will share the Customer, Supplier and Item records.</p> <blockquote> <p>Setup &gt; Company</p> </blockquote> <h4 id="customer">Customer</h4> <p>Represents a customer. A Customer can be an individual or an organization. You can create multiple Contacts and Addresses for each Customer.</p> <blockquote> <p>Selling &gt; Customer</p> </blockquote> <h4 id="supplier">Supplier</h4> <p>Represents a supplier of goods or services. Your telephone company is a Supplier, so is your raw materials Supplier. Again, a Supplier can be an individual or an organization and has multiple Contacts and Addresses.</p> <blockquote> <p>Buying &gt; Supplier</p> </blockquote> <h4 id="item">Item</h4> <p>A Product, sub-product or Service that is either bought, sold or manufactured and is uniquely identified.</p> <blockquote> <p>Stock &gt; Item</p> </blockquote> <h4 id="account">Account</h4> <p>An Account is a heading under which financial and business transactions are carried on. Examples of accounts are "Debtors", "Creditors", "VAT Payable", “Travel Expenses”, "Sales", "Share Capital", etc. ERPNext keeps track of your customers' and suppliers' balances in the background, so you don't need to create dedicated Accounts for them.</p> <blockquote> <p>Accounting &gt; Chart of Accounts</p> </blockquote> <h4 id="address">Address</h4> <p>An address represents location details of a Customer or Supplier. These can be of different locations such as Head Office, Factory, Warehouse, Shop etc.</p> <blockquote> <p>Selling &gt; Address</p> </blockquote> <h4 id="contact">Contact</h4> <p>An individual Contact belongs to a Customer or Supplier or is just an independent. A Contact has a name and contact details like email and phone number.</p> <blockquote> <p>Selling &gt; Contact</p> </blockquote> <h4 id="communication">Communication</h4> <p>A list of all Communication with a Contact or Lead. All emails sent from the system are added to the Communication table.</p> <blockquote> <p>Support &gt; Communication</p> </blockquote> <h4 id="price-list">Price List</h4> <p>A Price List is a place where different rate plans can be stored. It’s a name you give to a set of Item Prices stored under a particular List.</p> <blockquote> <p>Selling &gt; Price List</p> </blockquote> <blockquote> <p>Buying &gt; Price List</p> </blockquote> <hr> <h3 id="accounting">Accounting</h3> <h4 id="fiscal-year">Fiscal Year</h4> <p>Represents a Financial Year or Accounting Year. You can operate multiple Fiscal Years at the same time. Each Fiscal Year has a start date and an end date and transactions can only be recorded in this period. When you “close” a fiscal year, it's balances are transferred as “opening” balances for the next fiscal year.</p> <blockquote> <p>Setup &gt; Company &gt; Fiscal Year</p> </blockquote> <h4 id="cost-center">Cost Center</h4> <p>A Cost Center is like an Account, but the only difference is that its structure represents your business more closely than Accounts. For example, in your Chart of Accounts, you can separate your expenses by its type (i.e., travel, marketing, etc.). In your Chart of Cost Centers, you can separate them by product line or business group (e.g., online sales, retail sales, etc.).</p> <blockquote> <p>Accounting &gt; Chart of Cost Centers</p> </blockquote> <h4 id="journal-entry">Journal Entry</h4> <p>A document that contains General Ledger (GL) entries and the sum of Debits and Credits of those entries is the same. In ERPNext you can update Payments, Returns, etc., using Journal Entries.</p> <blockquote> <p>Accounting &gt; Journal Entry</p> </blockquote> <h4 id="sales-invoice">Sales Invoice</h4> <p>A bill sent to Customers for delivery of Items (goods or services).</p> <blockquote> <p>Accounting &gt; Sales Invoice</p> </blockquote> <h4 id="purchase-invoice">Purchase Invoice</h4> <p>A bill sent by a Supplier for delivery of Items (goods or services).</p> <blockquote> <p>Accounting &gt; Purchase Invoice</p> </blockquote> <h4 id="currency">Currency</h4> <p>ERPNext allows you to book transactions in multiple currencies. There is only one currency for your book of accounts though. While posting your Invoices with payments in different currencies, the amount is converted to the default currency by the specified conversion rate.</p> <blockquote> <p>Setup &gt; Currency</p> </blockquote> <hr> <h3 id="selling">Selling</h3> <h4 id="customer-group">Customer Group</h4> <p>A classification of Customers, usually based on market segment.</p> <blockquote> <p>Selling &gt; Setup &gt; Customer Group</p> </blockquote> <h4 id="lead">Lead</h4> <p>A person who could be a future source of business. A Lead may generate Opportunities. (from: “may lead to a sale”).</p> <blockquote> <p>CRM &gt; Lead</p> </blockquote> <h4 id="opportunity">Opportunity</h4> <p>A potential sale. (from: “opportunity for a business”).</p> <blockquote> <p>CRM &gt; Opportunity</p> </blockquote> <h4 id="quotation">Quotation</h4> <p>Customer's request to price an item or service.</p> <blockquote> <p>Selling &gt; Quotation</p> </blockquote> <h4 id="sales-order">Sales Order</h4> <p>A note confirming the terms of delivery and price of an Item (product or service) by the Customer. Deliveries, Work Orders and Invoices are made on basis of Sales Orders.</p> <blockquote> <p>Selling &gt; Sales Order</p> </blockquote> <h4 id="territory">Territory</h4> <p>A geographical area classification for sales management. You can set targets for Territories and each sale is linked to a Territory.</p> <blockquote> <p>Selling &gt; Setup &gt; Territory</p> </blockquote> <h4 id="sales-partner">Sales Partner</h4> <p>A third party distributer / dealer / affiliate / commission agent who sells the company’s products usually for a commission.</p> <blockquote> <p>Selling &gt; Setup &gt; Sales Partner</p> </blockquote> <h4 id="sales-person">Sales Person</h4> <p>Someone who pitches to the Customer and closes deals. You can set targets for Sales Persons and tag them in transactions.</p> <blockquote> <p>Selling &gt; Setup &gt; Sales Person</p> </blockquote> <hr> <h3 id="buying">Buying</h3> <h4 id="purchase-order">Purchase Order</h4> <p>A contract given to a Supplier to deliver the specified Items at the specified cost, quantity, dates and other terms.</p> <blockquote> <p>Buying &gt; Purchase Order</p> </blockquote> <h4 id="material-request">Material Request</h4> <p>A request made by a system User, or automatically generated by ERPNext based on reorder level or projected quantity in Production Plan for purchasing a set of Items.</p> <blockquote> <p>Buying &gt; Material Request</p> </blockquote> <hr> <h3 id="stock-inventory">Stock (Inventory)</h3> <h4 id="warehouse">Warehouse</h4> <p>A logical Warehouse against which stock entries are made.</p> <blockquote> <p>Stock &gt; Warehouse</p> </blockquote> <h4 id="stock-entry">Stock Entry</h4> <p>Material transfer from a Warehouse, to a Warehouse or from one Warehouse to another.</p> <blockquote> <p>Stock &gt; Stock Entry</p> </blockquote> <h4 id="delivery-note">Delivery Note</h4> <p>A list of Items with quantities for shipment. A Delivery Note will reduce the stock of Items for the Warehouse from where you ship. A Delivery Note is usually made against a Sales Order.</p> <blockquote> <p>Stock &gt; Delivery Note</p> </blockquote> <h4 id="purchase-receipt">Purchase Receipt</h4> <p>A note stating that a particular set of Items were received from the Supplier, most likely against a Purchase Order.</p> <blockquote> <p>Stock &gt; Purchase Receipt</p> </blockquote> <h4 id="serial-number">Serial Number</h4> <p>A unique number given to a particular unit of an Item.</p> <blockquote> <p>Stock &gt; Serial Number</p> </blockquote> <h4 id="batch">Batch</h4> <p>A number given to a group of units of a particular Item that may be purchased or manufactured in a group.</p> <blockquote> <p>Stock &gt; Batch</p> </blockquote> <h4 id="stock-ledger-entry">Stock Ledger Entry</h4> <p>A unified table for all material movement from one warehouse to another. This is the table that is updated when a Stock Entry, Delivery Note, Purchase Receipt, and Sales Invoice (POS) is made.</p> <h4 id="stock-reconciliation">Stock Reconciliation</h4> <p>Update Stock of multiple Items from a spreadsheet (CSV) file.</p> <blockquote> <p>Stock &gt; Stock Reconciliation</p> </blockquote> <h4 id="quality-inspection">Quality Inspection</h4> <p>A note prepared to record certain parameters of an Item at the time of Receipt from Supplier, or Delivery to Customer.</p> <blockquote> <p>Stock &gt; Quality Inspection</p> </blockquote> <h4 id="item-group">Item Group</h4> <p>A classification of Item.</p> <blockquote> <p>Stock &gt; Setup &gt; Item Group</p> </blockquote> <hr> <h3 id="human-resource-management">Human Resource Management</h3> <h4 id="employee">Employee</h4> <p>Record of a person who has been in present or past, in the employment of the company.</p> <blockquote> <p>Human Resources &gt; Employee</p> </blockquote> <h4 id="leave-application">Leave Application</h4> <p>A record of an approved or rejected request for leave.</p> <blockquote> <p>Human Resource &gt; Leave Application</p> </blockquote> <h4 id="leave-type">Leave Type</h4> <p>A type of leave (e.g., Sick Leave, Maternity Leave, etc.).</p> <blockquote> <p>Human Resource &gt; Leave and Attendance &gt; Leave Type</p> </blockquote> <h4 id="payroll-entry">Payroll Entry</h4> <p>A tool that helps in creation of multiple Salary Slips for Employees.</p> <blockquote> <p>Human Resource &gt; Payroll Entry</p> </blockquote> <h4 id="salary-slip">Salary Slip</h4> <p>A record of the monthly salary given to an Employee.</p> <blockquote> <p>Human Resource &gt; Salary Slip</p> </blockquote> <h4 id="salary-structure">Salary Structure</h4> <p>A template identifying all the components of an Employees' salary (earnings), tax and other social security deductions.</p> <blockquote> <p>Human Resource &gt; Salary and Payroll &gt; Salary Structure</p> </blockquote> <h4 id="appraisal">Appraisal</h4> <p>A record of the performance of an Employee over a specified period based on certain parameters.</p> <blockquote> <p>Human Resources &gt; Appraisal</p> </blockquote> <h4 id="appraisal-template">Appraisal Template</h4> <p>A template recording the different parameters of an Employees' performance and their weightage for a particular role.</p> <blockquote> <p>Human Resources &gt; Employee Setup &gt; Appraisal Template</p> </blockquote> <h4 id="attendance">Attendance</h4> <p>A record indicating presence or absence of an Employee on a particular day.</p> <blockquote> <p>Human Resources &gt; Attendance</p> </blockquote> <hr> <h3 id="manufacturing">Manufacturing</h3> <h4 id="bill-of-materials-bom">Bill of Materials (BOM)</h4> <p>A list of Operations and Items with their quantities, that are required to produce another Item. A Bill of Materials (BOM) is used to plan purchases and do product costing.</p> <blockquote> <p>Manufacturing &gt; BOM</p> </blockquote> <h4 id="workstation">Workstation</h4> <p>A place where a BOM operation takes place. It is useful to calculate the direct cost of the product.</p> <blockquote> <p>Manufacturing &gt; Workstation</p> </blockquote> <h4 id="work-order">Work Order</h4> <p>A document signaling production (manufacture) of a particular Item with specified quantities.</p> <blockquote> <p>Manufacturing &gt; Work Order</p> </blockquote> <h4 id="production-planning-tool">Production Planning Tool</h4> <p>A tool for automatic creation of Work Orders and Purchase Requests based on Open Sales Orders in a given period.</p> <blockquote> <p>Manufacturing &gt; Production Planning Tool</p> </blockquote> <hr> <h3 id="website">Website</h3> <h4 id="blog-post">Blog Post</h4> <p>A short article that appears in the “Blog” section of the website generated from the ERPNext website module. Blog is a short form of “Web Log”.</p> <blockquote> <p>Website &gt; Blog Post</p> </blockquote> <h4 id="web-page">Web Page</h4> <p>A web page with a unique URL (web address) on the website generated from ERPNext.</p> <blockquote> <p>Website &gt; Web Page</p> </blockquote> <hr> <h3 id="setup-customization">Setup / Customization</h3> <h4 id="custom-field">Custom Field</h4> <p>A user defined field on a form / table.</p> <blockquote> <p>Setup &gt; Customize ERPNext &gt; Custom Field</p> </blockquote> <h4 id="global-defaults">Global Defaults</h4> <p>This is the section where you set default values for various parameters of the system.</p> <blockquote> <p>Setup &gt; Data &gt; Global Defaults</p> </blockquote> <h4 id="print-heading">Print Heading</h4> <p>A title that can be set on a transaction just for printing. For example, you want to print a Quotation with a title “Proposal” or “Pro forma Invoice”.</p> <blockquote> <p>Setup &gt; Branding and Printing &gt; Print Headings</p> </blockquote> <h4 id="terms-and-conditions">Terms and Conditions</h4> <p>Text of your terms of contract. In Sales/Purchase transactions there might be certain Terms and Conditions based on which the Supplier provides goods or services to the Customer. You can apply the Terms and Conditions to transactions and they will appear when printing the document. To know about Terms and Conditions, <a href="/docs/v13/user/manual/en/setting-up/print/terms-and-conditions">click here</a></p> <blockquote> <p>Selling &gt; Setup &gt; Terms and Conditions</p> </blockquote> <h4 id="unit-of-measure-uom">Unit of Measure (UOM)</h4> <p>How quantity is measured for an Item. E.g., Kg, No., Pair, Packet, etc.</p> <blockquote> <p>Stock &gt; Setup &gt; UOM</p> </blockquote> </div> <input value="d8d509db64" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Concepts and Terms </h5> <span class="small text-muted revision-time">raffael_meyer edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p>Before you start implementation, lets get familiar with the terminology that is used and some basic concepts in ERPNext.</p> <hr> <h3 id="basic-concepts">Basic Concepts</h3> <h4 id="company">Company</h4> <p>This represents the Company records for which ERPNext is setup. With this same setup, you can create multiple Company records, each representing a different legal entity. The accounting for each Company will be different, but they will share the Customer, Supplier and Item records.</p> <blockquote> <p>Setup &gt; Company</p> </blockquote> <h4 id="customer">Customer</h4> <p>Represents a customer. A Customer can be an individual or an organization. You can create multiple Contacts and Addresses for each Customer.</p> <blockquote> <p>Selling &gt; Customer</p> </blockquote> <h4 id="supplier">Supplier</h4> <p>Represents a supplier of goods or services. Your telephone company is a Supplier, so is your raw materials Supplier. Again, a Supplier can be an individual or an organization and has multiple Contacts and Addresses.</p> <blockquote> <p>Buying &gt; Supplier</p> </blockquote> <h4 id="item">Item</h4> <p>A Product, sub-product or Service that is either bought, sold or manufactured and is uniquely identified.</p> <blockquote> <p>Stock &gt; Item</p> </blockquote> <h4 id="account">Account</h4> <p>An Account is a heading under which financial and business transactions are carried on. For example, “Travel Expense” is an account, “Customer Zoe”, “Supplier Mae” are accounts. ERPNext creates accounts for Customers and Suppliers automatically.</p> <blockquote> <p>Accounting &gt; Chart of Accounts</p> </blockquote> <h4 id="address">Address</h4> <p>An address represents location details of a Customer or Supplier. These can be of different locations such as Head Office, Factory, Warehouse, Shop etc.</p> <blockquote> <p>Selling &gt; Address</p> </blockquote> <h4 id="contact">Contact</h4> <p>An individual Contact belongs to a Customer or Supplier or is just an independent. A Contact has a name and contact details like email and phone number.</p> <blockquote> <p>Selling &gt; Contact</p> </blockquote> <h4 id="communication">Communication</h4> <p>A list of all Communication with a Contact or Lead. All emails sent from the system are added to the Communication table.</p> <blockquote> <p>Support &gt; Communication</p> </blockquote> <h4 id="price-list">Price List</h4> <p>A Price List is a place where different rate plans can be stored. It’s a name you give to a set of Item Prices stored under a particular List.</p> <blockquote> <p>Selling &gt; Price List</p> </blockquote> <blockquote> <p>Buying &gt; Price List</p> </blockquote> <hr> <h3 id="accounting">Accounting</h3> <h4 id="fiscal-year">Fiscal Year</h4> <p>Represents a Financial Year or Accounting Year. You can operate multiple Fiscal Years at the same time. Each Fiscal Year has a start date and an end date and transactions can only be recorded in this period. When you “close” a fiscal year, it's balances are transferred as “opening” balances for the next fiscal year.</p> <blockquote> <p>Setup &gt; Company &gt; Fiscal Year</p> </blockquote> <h4 id="cost-center">Cost Center</h4> <p>A Cost Center is like an Account, but the only difference is that its structure represents your business more closely than Accounts. For example, in your Chart of Accounts, you can separate your expenses by its type (i.e., travel, marketing, etc.). In your Chart of Cost Centers, you can separate them by product line or business group (e.g., online sales, retail sales, etc.).</p> <blockquote> <p>Accounting &gt; Chart of Cost Centers</p> </blockquote> <h4 id="journal-entry">Journal Entry</h4> <p>A document that contains General Ledger (GL) entries and the sum of Debits and Credits of those entries is the same. In ERPNext you can update Payments, Returns, etc., using Journal Entries.</p> <blockquote> <p>Accounting &gt; Journal Entry</p> </blockquote> <h4 id="sales-invoice">Sales Invoice</h4> <p>A bill sent to Customers for delivery of Items (goods or services).</p> <blockquote> <p>Accounting &gt; Sales Invoice</p> </blockquote> <h4 id="purchase-invoice">Purchase Invoice</h4> <p>A bill sent by a Supplier for delivery of Items (goods or services).</p> <blockquote> <p>Accounting &gt; Purchase Invoice</p> </blockquote> <h4 id="currency">Currency</h4> <p>ERPNext allows you to book transactions in multiple currencies. There is only one currency for your book of accounts though. While posting your Invoices with payments in different currencies, the amount is converted to the default currency by the specified conversion rate.</p> <blockquote> <p>Setup &gt; Currency</p> </blockquote> <hr> <h3 id="selling">Selling</h3> <h4 id="customer-group">Customer Group</h4> <p>A classification of Customers, usually based on market segment.</p> <blockquote> <p>Selling &gt; Setup &gt; Customer Group</p> </blockquote> <h4 id="lead">Lead</h4> <p>A person who could be a future source of business. A Lead may generate Opportunities. (from: “may lead to a sale”).</p> <blockquote> <p>CRM &gt; Lead</p> </blockquote> <h4 id="opportunity">Opportunity</h4> <p>A potential sale. (from: “opportunity for a business”).</p> <blockquote> <p>CRM &gt; Opportunity</p> </blockquote> <h4 id="quotation">Quotation</h4> <p>Customer's request to price an item or service.</p> <blockquote> <p>Selling &gt; Quotation</p> </blockquote> <h4 id="sales-order">Sales Order</h4> <p>A note confirming the terms of delivery and price of an Item (product or service) by the Customer. Deliveries, Work Orders and Invoices are made on basis of Sales Orders.</p> <blockquote> <p>Selling &gt; Sales Order</p> </blockquote> <h4 id="territory">Territory</h4> <p>A geographical area classification for sales management. You can set targets for Territories and each sale is linked to a Territory.</p> <blockquote> <p>Selling &gt; Setup &gt; Territory</p> </blockquote> <h4 id="sales-partner">Sales Partner</h4> <p>A third party distributer / dealer / affiliate / commission agent who sells the company’s products usually for a commission.</p> <blockquote> <p>Selling &gt; Setup &gt; Sales Partner</p> </blockquote> <h4 id="sales-person">Sales Person</h4> <p>Someone who pitches to the Customer and closes deals. You can set targets for Sales Persons and tag them in transactions.</p> <blockquote> <p>Selling &gt; Setup &gt; Sales Person</p> </blockquote> <hr> <h3 id="buying">Buying</h3> <h4 id="purchase-order">Purchase Order</h4> <p>A contract given to a Supplier to deliver the specified Items at the specified cost, quantity, dates and other terms.</p> <blockquote> <p>Buying &gt; Purchase Order</p> </blockquote> <h4 id="material-request">Material Request</h4> <p>A request made by a system User, or automatically generated by ERPNext based on reorder level or projected quantity in Production Plan for purchasing a set of Items.</p> <blockquote> <p>Buying &gt; Material Request</p> </blockquote> <hr> <h3 id="stock-inventory">Stock (Inventory)</h3> <h4 id="warehouse">Warehouse</h4> <p>A logical Warehouse against which stock entries are made.</p> <blockquote> <p>Stock &gt; Warehouse</p> </blockquote> <h4 id="stock-entry">Stock Entry</h4> <p>Material transfer from a Warehouse, to a Warehouse or from one Warehouse to another.</p> <blockquote> <p>Stock &gt; Stock Entry</p> </blockquote> <h4 id="delivery-note">Delivery Note</h4> <p>A list of Items with quantities for shipment. A Delivery Note will reduce the stock of Items for the Warehouse from where you ship. A Delivery Note is usually made against a Sales Order.</p> <blockquote> <p>Stock &gt; Delivery Note</p> </blockquote> <h4 id="purchase-receipt">Purchase Receipt</h4> <p>A note stating that a particular set of Items were received from the Supplier, most likely against a Purchase Order.</p> <blockquote> <p>Stock &gt; Purchase Receipt</p> </blockquote> <h4 id="serial-number">Serial Number</h4> <p>A unique number given to a particular unit of an Item.</p> <blockquote> <p>Stock &gt; Serial Number</p> </blockquote> <h4 id="batch">Batch</h4> <p>A number given to a group of units of a particular Item that may be purchased or manufactured in a group.</p> <blockquote> <p>Stock &gt; Batch</p> </blockquote> <h4 id="stock-ledger-entry">Stock Ledger Entry</h4> <p>A unified table for all material movement from one warehouse to another. This is the table that is updated when a Stock Entry, Delivery Note, Purchase Receipt, and Sales Invoice (POS) is made.</p> <h4 id="stock-reconciliation">Stock Reconciliation</h4> <p>Update Stock of multiple Items from a spreadsheet (CSV) file.</p> <blockquote> <p>Stock &gt; Stock Reconciliation</p> </blockquote> <h4 id="quality-inspection">Quality Inspection</h4> <p>A note prepared to record certain parameters of an Item at the time of Receipt from Supplier, or Delivery to Customer.</p> <blockquote> <p>Stock &gt; Quality Inspection</p> </blockquote> <h4 id="item-group">Item Group</h4> <p>A classification of Item.</p> <blockquote> <p>Stock &gt; Setup &gt; Item Group</p> </blockquote> <hr> <h3 id="human-resource-management">Human Resource Management</h3> <h4 id="employee">Employee</h4> <p>Record of a person who has been in present or past, in the employment of the company.</p> <blockquote> <p>Human Resources &gt; Employee</p> </blockquote> <h4 id="leave-application">Leave Application</h4> <p>A record of an approved or rejected request for leave.</p> <blockquote> <p>Human Resource &gt; Leave Application</p> </blockquote> <h4 id="leave-type">Leave Type</h4> <p>A type of leave (e.g., Sick Leave, Maternity Leave, etc.).</p> <blockquote> <p>Human Resource &gt; Leave and Attendance &gt; Leave Type</p> </blockquote> <h4 id="payroll-entry">Payroll Entry</h4> <p>A tool that helps in creation of multiple Salary Slips for Employees.</p> <blockquote> <p>Human Resource &gt; Payroll Entry</p> </blockquote> <h4 id="salary-slip">Salary Slip</h4> <p>A record of the monthly salary given to an Employee.</p> <blockquote> <p>Human Resource &gt; Salary Slip</p> </blockquote> <h4 id="salary-structure">Salary Structure</h4> <p>A template identifying all the components of an Employees' salary (earnings), tax and other social security deductions.</p> <blockquote> <p>Human Resource &gt; Salary and Payroll &gt; Salary Structure</p> </blockquote> <h4 id="appraisal">Appraisal</h4> <p>A record of the performance of an Employee over a specified period based on certain parameters.</p> <blockquote> <p>Human Resources &gt; Appraisal</p> </blockquote> <h4 id="appraisal-template">Appraisal Template</h4> <p>A template recording the different parameters of an Employees' performance and their weightage for a particular role.</p> <blockquote> <p>Human Resources &gt; Employee Setup &gt; Appraisal Template</p> </blockquote> <h4 id="attendance">Attendance</h4> <p>A record indicating presence or absence of an Employee on a particular day.</p> <blockquote> <p>Human Resources &gt; Attendance</p> </blockquote> <hr> <h3 id="manufacturing">Manufacturing</h3> <h4 id="bill-of-materials-bom">Bill of Materials (BOM)</h4> <p>A list of Operations and Items with their quantities, that are required to produce another Item. A Bill of Materials (BOM) is used to plan purchases and do product costing.</p> <blockquote> <p>Manufacturing &gt; BOM</p> </blockquote> <h4 id="workstation">Workstation</h4> <p>A place where a BOM operation takes place. It is useful to calculate the direct cost of the product.</p> <blockquote> <p>Manufacturing &gt; Workstation</p> </blockquote> <h4 id="work-order">Work Order</h4> <p>A document signaling production (manufacture) of a particular Item with specified quantities.</p> <blockquote> <p>Manufacturing &gt; Work Order</p> </blockquote> <h4 id="production-planning-tool">Production Planning Tool</h4> <p>A tool for automatic creation of Work Orders and Purchase Requests based on Open Sales Orders in a given period.</p> <blockquote> <p>Manufacturing &gt; Production Planning Tool</p> </blockquote> <hr> <h3 id="website">Website</h3> <h4 id="blog-post">Blog Post</h4> <p>A short article that appears in the “Blog” section of the website generated from the ERPNext website module. Blog is a short form of “Web Log”.</p> <blockquote> <p>Website &gt; Blog Post</p> </blockquote> <h4 id="web-page">Web Page</h4> <p>A web page with a unique URL (web address) on the website generated from ERPNext.</p> <blockquote> <p>Website &gt; Web Page</p> </blockquote> <hr> <h3 id="setup-customization">Setup / Customization</h3> <h4 id="custom-field">Custom Field</h4> <p>A user defined field on a form / table.</p> <blockquote> <p>Setup &gt; Customize ERPNext &gt; Custom Field</p> </blockquote> <h4 id="global-defaults">Global Defaults</h4> <p>This is the section where you set default values for various parameters of the system.</p> <blockquote> <p>Setup &gt; Data &gt; Global Defaults</p> </blockquote> <h4 id="print-heading">Print Heading</h4> <p>A title that can be set on a transaction just for printing. For example, you want to print a Quotation with a title “Proposal” or “Pro forma Invoice”.</p> <blockquote> <p>Setup &gt; Branding and Printing &gt; Print Headings</p> </blockquote> <h4 id="terms-and-conditions">Terms and Conditions</h4> <p>Text of your terms of contract. In Sales/Purchase transactions there might be certain Terms and Conditions based on which the Supplier provides goods or services to the Customer. You can apply the Terms and Conditions to transactions and they will appear when printing the document. To know about Terms and Conditions, <a href="/docs/v13/user/manual/en/setting-up/print/terms-and-conditions">click here</a></p> <blockquote> <p>Selling &gt; Setup &gt; Terms and Conditions</p> </blockquote> <h4 id="unit-of-measure-uom">Unit of Measure (UOM)</h4> <p>How quantity is measured for an Item. 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Concepts and Terms Before you start implementation, lets get familiar with the terminology that is used and some basic concepts in ERPNext. Basic Concepts Company This represents the Company records for which ERPNext is setup. With this same setup, you can create multiple Company records, each representing a different legal entity. The accounting for each Company will be different, but they will share the Customer, Supplier and Item records. Setup > Company Customer Represents a customer. A Customer can be an individual or an organization. You can create multiple Contacts and Addresses for each Customer. Selling > Customer Supplier Represents a supplier of goods or services. Your telephone company is a Supplier, so is your raw materials Supplier. Again, a Supplier can be an individual or an organization and has multiple Contacts and Addresses. Buying > Supplier Item A Product, sub-product or Service that is either bought, sold or manufactured and is uniquely identified. Stock > Item Account An Account is a heading under which financial and business transactions are carried on. Examples of accounts are "Debtors", "Creditors", "VAT Payable", “Travel Expenses”, "Sales", "Share Capital", etc. ERPNext keeps track of your customers' and suppliers' balances in the background, so you don't need to create dedicated Accounts for them. Accounting > Chart of Accounts Address An address represents location details of a Customer or Supplier. These can be of different locations such as Head Office, Factory, Warehouse, Shop etc. Selling > Address Contact An individual Contact belongs to a Customer or Supplier or is just an independent. A Contact has a name and contact details like email and phone number. Selling > Contact Communication A list of all Communication with a Contact or Lead. All emails sent from the system are added to the Communication table. Support > Communication Price List A Price List is a place where different rate plans can be stored. It’s a name you give to a set of Item Prices stored under a particular List. Selling > Price List Buying > Price List Accounting Fiscal Year Represents a Financial Year or Accounting Year. You can operate multiple Fiscal Years at the same time. Each Fiscal Year has a start date and an end date and transactions can only be recorded in this period. When you “close” a fiscal year, it's balances are transferred as “opening” balances for the next fiscal year. Setup > Company > Fiscal Year Cost Center A Cost Center is like an Account, but the only difference is that its structure represents your business more closely than Accounts. For example, in your Chart of Accounts, you can separate your expenses by its type (i.e., travel, marketing, etc.). In your Chart of Cost Centers, you can separate them by product line or business group (e.g., online sales, retail sales, etc.). Accounting > Chart of Cost Centers Journal Entry A document that contains General Ledger (GL) entries and the sum of Debits and Credits of those entries is the same. In ERPNext you can update Payments, Returns, etc., using Journal Entries. Accounting > Journal Entry Sales Invoice A bill sent to Customers for delivery of Items (goods or services). Accounting > Sales Invoice Purchase Invoice A bill sent by a Supplier for delivery of Items (goods or services). Accounting > Purchase Invoice Currency ERPNext allows you to book transactions in multiple currencies. There is only one currency for your book of accounts though. While posting your Invoices with payments in different currencies, the amount is converted to the default currency by the specified conversion rate. Setup > Currency Selling Customer Group A classification of Customers, usually based on market segment. Selling > Setup > Customer Group Lead A person who could be a future source of business. A Lead may generate Opportunities. (from: “may lead to a sale”). CRM > Lead Opportunity A potential sale. (from: “opportunity for a business”). CRM > Opportunity Quotation Customer's request to price an item or service. Selling > Quotation Sales Order A note confirming the terms of delivery and price of an Item (product or service) by the Customer. Deliveries, Work Orders and Invoices are made on basis of Sales Orders. Selling > Sales Order Territory A geographical area classification for sales management. You can set targets for Territories and each sale is linked to a Territory. Selling > Setup > Territory Sales Partner A third party distributer / dealer / affiliate / commission agent who sells the company’s products usually for a commission. Selling > Setup > Sales Partner Sales Person Someone who pitches to the Customer and closes deals. You can set targets for Sales Persons and tag them in transactions. Selling > Setup > Sales Person Buying Purchase Order A contract given to a Supplier to deliver the specified Items at the specified cost, quantity, dates and other terms. Buying > Purchase Order Material Request A request made by a system User, or automatically generated by ERPNext based on reorder level or projected quantity in Production Plan for purchasing a set of Items. Buying > Material Request Stock (Inventory) Warehouse A logical Warehouse against which stock entries are made. Stock > Warehouse Stock Entry Material transfer from a Warehouse, to a Warehouse or from one Warehouse to another. Stock > Stock Entry Delivery Note A list of Items with quantities for shipment. A Delivery Note will reduce the stock of Items for the Warehouse from where you ship. A Delivery Note is usually made against a Sales Order. Stock > Delivery Note Purchase Receipt A note stating that a particular set of Items were received from the Supplier, most likely against a Purchase Order. Stock > Purchase Receipt Serial Number A unique number given to a particular unit of an Item. Stock > Serial Number Batch A number given to a group of units of a particular Item that may be purchased or manufactured in a group. Stock > Batch Stock Ledger Entry A unified table for all material movement from one warehouse to another. This is the table that is updated when a Stock Entry, Delivery Note, Purchase Receipt, and Sales Invoice (POS) is made. Stock Reconciliation Update Stock of multiple Items from a spreadsheet (CSV) file. Stock > Stock Reconciliation Quality Inspection A note prepared to record certain parameters of an Item at the time of Receipt from Supplier, or Delivery to Customer. Stock > Quality Inspection Item Group A classification of Item. Stock > Setup > Item Group Human Resource Management Employee Record of a person who has been in present or past, in the employment of the company. Human Resources > Employee Leave Application A record of an approved or rejected request for leave. Human Resource > Leave Application Leave Type A type of leave (e.g., Sick Leave, Maternity Leave, etc.). Human Resource > Leave and Attendance > Leave Type Payroll Entry A tool that helps in creation of multiple Salary Slips for Employees. Human Resource > Payroll Entry Salary Slip A record of the monthly salary given to an Employee. Human Resource > Salary Slip Salary Structure A template identifying all the components of an Employees' salary (earnings), tax and other social security deductions. Human Resource > Salary and Payroll > Salary Structure Appraisal A record of the performance of an Employee over a specified period based on certain parameters. Human Resources > Appraisal Appraisal Template A template recording the different parameters of an Employees' performance and their weightage for a particular role. Human Resources > Employee Setup > Appraisal Template Attendance A record indicating presence or absence of an Employee on a particular day. Human Resources > Attendance Manufacturing Bill of Materials (BOM) A list of Operations and Items with their quantities, that are required to produce another Item. A Bill of Materials (BOM) is used to plan purchases and do product costing. Manufacturing > BOM Workstation A place where a BOM operation takes place. It is useful to calculate the direct cost of the product. Manufacturing > Workstation Work Order A document signaling production (manufacture) of a particular Item with specified quantities. Manufacturing > Work Order Production Planning Tool A tool for automatic creation of Work Orders and Purchase Requests based on Open Sales Orders in a given period. Manufacturing > Production Planning Tool Website Blog Post A short article that appears in the “Blog” section of the website generated from the ERPNext website module. Blog is a short form of “Web Log”. Website > Blog Post Web Page A web page with a unique URL (web address) on the website generated from ERPNext. Website > Web Page Setup / Customization Custom Field A user defined field on a form / table. Setup > Customize ERPNext > Custom Field Global Defaults This is the section where you set default values for various parameters of the system. Setup > Data > Global Defaults Print Heading A title that can be set on a transaction just for printing. For example, you want to print a Quotation with a title “Proposal” or “Pro forma Invoice”. Setup > Branding and Printing > Print Headings Terms and Conditions Text of your terms of contract. In Sales/Purchase transactions there might be certain Terms and Conditions based on which the Supplier provides goods or services to the Customer. You can apply the Terms and Conditions to transactions and they will appear when printing the document. To know about Terms and Conditions, click here Selling > Setup > Terms and Conditions Unit of Measure (UOM) How quantity is measured for an Item. E.g., Kg, No., Pair, Packet, etc. Stock > Setup > UOM
# Concepts and Terms Edit Page New Page Revisions Page Settings Before you start implementation, lets get familiar with the terminology that is used and some basic concepts in ERPNext. * * * ### Basic Concepts #### Company This represents the Company records for which ERPNext is setup. With this same setup, you can create multiple Company records, each representing a different legal entity. The accounting for each Company will be different, but they will share the Customer, Supplier and Item records. > Setup > Company #### Customer Represents a customer. A Customer can be an individual or an organization. You can create multiple Contacts and Addresses for each Customer. > Selling > Customer #### Supplier Represents a supplier of goods or services. Your telephone company is a Supplier, so is your raw materials Supplier. Again, a Supplier can be an individual or an organization and has multiple Contacts and Addresses. > Buying > Supplier #### Item A Product, sub-product or Service that is either bought, sold or manufactured and is uniquely identified. > Stock > Item #### Account An Account is a heading under which financial and business transactions are carried on. Examples of accounts are "Debtors", "Creditors", "VAT Payable", “Travel Expenses”, "Sales", "Share Capital", etc. ERPNext keeps track of your customers' and suppliers' balances in the background, so you don't need to create dedicated Accounts for them. > Accounting > Chart of Accounts #### Address An address represents location details of a Customer or Supplier. These can be of different locations such as Head Office, Factory, Warehouse, Shop etc. > Selling > Address #### Contact An individual Contact belongs to a Customer or Supplier or is just an independent. A Contact has a name and contact details like email and phone number. > Selling > Contact #### Communication A list of all Communication with a Contact or Lead. All emails sent from the system are added to the Communication table. > Support > Communication #### Price List A Price List is a place where different rate plans can be stored. It’s a name you give to a set of Item Prices stored under a particular List. > Selling > Price List > Buying > Price List * * * ### Accounting #### Fiscal Year Represents a Financial Year or Accounting Year. You can operate multiple Fiscal Years at the same time. Each Fiscal Year has a start date and an end date and transactions can only be recorded in this period. When you “close” a fiscal year, it's balances are transferred as “opening” balances for the next fiscal year. > Setup > Company > Fiscal Year #### Cost Center A Cost Center is like an Account, but the only difference is that its structure represents your business more closely than Accounts. For example, in your Chart of Accounts, you can separate your expenses by its type (i.e., travel, marketing, etc.). In your Chart of Cost Centers, you can separate them by product line or business group (e.g., online sales, retail sales, etc.). > Accounting > Chart of Cost Centers #### Journal Entry A document that contains General Ledger (GL) entries and the sum of Debits and Credits of those entries is the same. In ERPNext you can update Payments, Returns, etc., using Journal Entries. > Accounting > Journal Entry #### Sales Invoice A bill sent to Customers for delivery of Items (goods or services). > Accounting > Sales Invoice #### Purchase Invoice A bill sent by a Supplier for delivery of Items (goods or services). > Accounting > Purchase Invoice #### Currency ERPNext allows you to book transactions in multiple currencies. There is only one currency for your book of accounts though. While posting your Invoices with payments in different currencies, the amount is converted to the default currency by the specified conversion rate. > Setup > Currency * * * ### Selling #### Customer Group A classification of Customers, usually based on market segment. > Selling > Setup > Customer Group #### Lead A person who could be a future source of business. A Lead may generate Opportunities. (from: “may lead to a sale”). > CRM > Lead #### Opportunity A potential sale. (from: “opportunity for a business”). > CRM > Opportunity #### Quotation Customer's request to price an item or service. > Selling > Quotation #### Sales Order A note confirming the terms of delivery and price of an Item (product or service) by the Customer. Deliveries, Work Orders and Invoices are made on basis of Sales Orders. > Selling > Sales Order #### Territory A geographical area classification for sales management. You can set targets for Territories and each sale is linked to a Territory. > Selling > Setup > Territory #### Sales Partner A third party distributer / dealer / affiliate / commission agent who sells the company’s products usually for a commission. > Selling > Setup > Sales Partner #### Sales Person Someone who pitches to the Customer and closes deals. You can set targets for Sales Persons and tag them in transactions. > Selling > Setup > Sales Person * * * ### Buying #### Purchase Order A contract given to a Supplier to deliver the specified Items at the specified cost, quantity, dates and other terms. > Buying > Purchase Order #### Material Request A request made by a system User, or automatically generated by ERPNext based on reorder level or projected quantity in Production Plan for purchasing a set of Items. > Buying > Material Request * * * ### Stock (Inventory) #### Warehouse A logical Warehouse against which stock entries are made. > Stock > Warehouse #### Stock Entry Material transfer from a Warehouse, to a Warehouse or from one Warehouse to another. > Stock > Stock Entry #### Delivery Note A list of Items with quantities for shipment. A Delivery Note will reduce the stock of Items for the Warehouse from where you ship. A Delivery Note is usually made against a Sales Order. > Stock > Delivery Note #### Purchase Receipt A note stating that a particular set of Items were received from the Supplier, most likely against a Purchase Order. > Stock > Purchase Receipt #### Serial Number A unique number given to a particular unit of an Item. > Stock > Serial Number #### Batch A number given to a group of units of a particular Item that may be purchased or manufactured in a group. > Stock > Batch #### Stock Ledger Entry A unified table for all material movement from one warehouse to another. This is the table that is updated when a Stock Entry, Delivery Note, Purchase Receipt, and Sales Invoice (POS) is made. #### Stock Reconciliation Update Stock of multiple Items from a spreadsheet (CSV) file. > Stock > Stock Reconciliation #### Quality Inspection A note prepared to record certain parameters of an Item at the time of Receipt from Supplier, or Delivery to Customer. > Stock > Quality Inspection #### Item Group A classification of Item. > Stock > Setup > Item Group * * * ### Human Resource Management #### Employee Record of a person who has been in present or past, in the employment of the company. > Human Resources > Employee #### Leave Application A record of an approved or rejected request for leave. > Human Resource > Leave Application #### Leave Type A type of leave (e.g., Sick Leave, Maternity Leave, etc.). > Human Resource > Leave and Attendance > Leave Type #### Payroll Entry A tool that helps in creation of multiple Salary Slips for Employees. > Human Resource > Payroll Entry #### Salary Slip A record of the monthly salary given to an Employee. > Human Resource > Salary Slip #### Salary Structure A template identifying all the components of an Employees' salary (earnings), tax and other social security deductions. > Human Resource > Salary and Payroll > Salary Structure #### Appraisal A record of the performance of an Employee over a specified period based on certain parameters. > Human Resources > Appraisal #### Appraisal Template A template recording the different parameters of an Employees' performance and their weightage for a particular role. > Human Resources > Employee Setup > Appraisal Template #### Attendance A record indicating presence or absence of an Employee on a particular day. > Human Resources > Attendance * * * ### Manufacturing #### Bill of Materials (BOM) A list of Operations and Items with their quantities, that are required to produce another Item. A Bill of Materials (BOM) is used to plan purchases and do product costing. > Manufacturing > BOM #### Workstation A place where a BOM operation takes place. It is useful to calculate the direct cost of the product. > Manufacturing > Workstation #### Work Order A document signaling production (manufacture) of a particular Item with specified quantities. > Manufacturing > Work Order #### Production Planning Tool A tool for automatic creation of Work Orders and Purchase Requests based on Open Sales Orders in a given period. > Manufacturing > Production Planning Tool * * * ### Website #### Blog Post A short article that appears in the “Blog” section of the website generated from the ERPNext website module. Blog is a short form of “Web Log”. > Website > Blog Post #### Web Page A web page with a unique URL (web address) on the website generated from ERPNext. > Website > Web Page * * * ### Setup / Customization #### Custom Field A user defined field on a form / table. > Setup > Customize ERPNext > Custom Field #### Global Defaults This is the section where you set default values for various parameters of the system. > Setup > Data > Global Defaults #### Print Heading A title that can be set on a transaction just for printing. For example, you want to print a Quotation with a title “Proposal” or “Pro forma Invoice”. > Setup > Branding and Printing > Print Headings #### Terms and Conditions Text of your terms of contract. In Sales/Purchase transactions there might be certain Terms and Conditions based on which the Supplier provides goods or services to the Customer. You can apply the Terms and Conditions to transactions and they will appear when printing the document. To know about Terms and Conditions, [click here](/docs/v13/user/manual/en/setting- up/print/terms-and-conditions) > Selling > Setup > Terms and Conditions #### Unit of Measure (UOM) How quantity is measured for an Item. E.g., Kg, No., Pair, Packet, etc. > Stock > Setup > UOM ##### Concepts and Terms raffael_meyer edited 3 years ago × Before you start implementation, lets get familiar with the terminology that is used and some basic concepts in ERPNext. * * * ### Basic Concepts #### Company This represents the Company records for which ERPNext is setup. With this same setup, you can create multiple Company records, each representing a different legal entity. The accounting for each Company will be different, but they will share the Customer, Supplier and Item records. > Setup > Company #### Customer Represents a customer. A Customer can be an individual or an organization. You can create multiple Contacts and Addresses for each Customer. > Selling > Customer #### Supplier Represents a supplier of goods or services. Your telephone company is a Supplier, so is your raw materials Supplier. Again, a Supplier can be an individual or an organization and has multiple Contacts and Addresses. > Buying > Supplier #### Item A Product, sub-product or Service that is either bought, sold or manufactured and is uniquely identified. > Stock > Item #### Account An Account is a heading under which financial and business transactions are carried on. For example, “Travel Expense” is an account, “Customer Zoe”, “Supplier Mae” are accounts. ERPNext creates accounts for Customers and Suppliers automatically. > Accounting > Chart of Accounts #### Address An address represents location details of a Customer or Supplier. These can be of different locations such as Head Office, Factory, Warehouse, Shop etc. > Selling > Address #### Contact An individual Contact belongs to a Customer or Supplier or is just an independent. A Contact has a name and contact details like email and phone number. > Selling > Contact #### Communication A list of all Communication with a Contact or Lead. All emails sent from the system are added to the Communication table. > Support > Communication #### Price List A Price List is a place where different rate plans can be stored. It’s a name you give to a set of Item Prices stored under a particular List. > Selling > Price List > Buying > Price List * * * ### Accounting #### Fiscal Year Represents a Financial Year or Accounting Year. You can operate multiple Fiscal Years at the same time. Each Fiscal Year has a start date and an end date and transactions can only be recorded in this period. When you “close” a fiscal year, it's balances are transferred as “opening” balances for the next fiscal year. > Setup > Company > Fiscal Year #### Cost Center A Cost Center is like an Account, but the only difference is that its structure represents your business more closely than Accounts. For example, in your Chart of Accounts, you can separate your expenses by its type (i.e., travel, marketing, etc.). In your Chart of Cost Centers, you can separate them by product line or business group (e.g., online sales, retail sales, etc.). > Accounting > Chart of Cost Centers #### Journal Entry A document that contains General Ledger (GL) entries and the sum of Debits and Credits of those entries is the same. In ERPNext you can update Payments, Returns, etc., using Journal Entries. > Accounting > Journal Entry #### Sales Invoice A bill sent to Customers for delivery of Items (goods or services). > Accounting > Sales Invoice #### Purchase Invoice A bill sent by a Supplier for delivery of Items (goods or services). > Accounting > Purchase Invoice #### Currency ERPNext allows you to book transactions in multiple currencies. There is only one currency for your book of accounts though. While posting your Invoices with payments in different currencies, the amount is converted to the default currency by the specified conversion rate. > Setup > Currency * * * ### Selling #### Customer Group A classification of Customers, usually based on market segment. > Selling > Setup > Customer Group #### Lead A person who could be a future source of business. A Lead may generate Opportunities. (from: “may lead to a sale”). > CRM > Lead #### Opportunity A potential sale. (from: “opportunity for a business”). > CRM > Opportunity #### Quotation Customer's request to price an item or service. > Selling > Quotation #### Sales Order A note confirming the terms of delivery and price of an Item (product or service) by the Customer. Deliveries, Work Orders and Invoices are made on basis of Sales Orders. > Selling > Sales Order #### Territory A geographical area classification for sales management. You can set targets for Territories and each sale is linked to a Territory. > Selling > Setup > Territory #### Sales Partner A third party distributer / dealer / affiliate / commission agent who sells the company’s products usually for a commission. > Selling > Setup > Sales Partner #### Sales Person Someone who pitches to the Customer and closes deals. You can set targets for Sales Persons and tag them in transactions. > Selling > Setup > Sales Person * * * ### Buying #### Purchase Order A contract given to a Supplier to deliver the specified Items at the specified cost, quantity, dates and other terms. > Buying > Purchase Order #### Material Request A request made by a system User, or automatically generated by ERPNext based on reorder level or projected quantity in Production Plan for purchasing a set of Items. > Buying > Material Request * * * ### Stock (Inventory) #### Warehouse A logical Warehouse against which stock entries are made. > Stock > Warehouse #### Stock Entry Material transfer from a Warehouse, to a Warehouse or from one Warehouse to another. > Stock > Stock Entry #### Delivery Note A list of Items with quantities for shipment. A Delivery Note will reduce the stock of Items for the Warehouse from where you ship. A Delivery Note is usually made against a Sales Order. > Stock > Delivery Note #### Purchase Receipt A note stating that a particular set of Items were received from the Supplier, most likely against a Purchase Order. > Stock > Purchase Receipt #### Serial Number A unique number given to a particular unit of an Item. > Stock > Serial Number #### Batch A number given to a group of units of a particular Item that may be purchased or manufactured in a group. > Stock > Batch #### Stock Ledger Entry A unified table for all material movement from one warehouse to another. This is the table that is updated when a Stock Entry, Delivery Note, Purchase Receipt, and Sales Invoice (POS) is made. #### Stock Reconciliation Update Stock of multiple Items from a spreadsheet (CSV) file. > Stock > Stock Reconciliation #### Quality Inspection A note prepared to record certain parameters of an Item at the time of Receipt from Supplier, or Delivery to Customer. > Stock > Quality Inspection #### Item Group A classification of Item. > Stock > Setup > Item Group * * * ### Human Resource Management #### Employee Record of a person who has been in present or past, in the employment of the company. > Human Resources > Employee #### Leave Application A record of an approved or rejected request for leave. > Human Resource > Leave Application #### Leave Type A type of leave (e.g., Sick Leave, Maternity Leave, etc.). > Human Resource > Leave and Attendance > Leave Type #### Payroll Entry A tool that helps in creation of multiple Salary Slips for Employees. > Human Resource > Payroll Entry #### Salary Slip A record of the monthly salary given to an Employee. > Human Resource > Salary Slip #### Salary Structure A template identifying all the components of an Employees' salary (earnings), tax and other social security deductions. > Human Resource > Salary and Payroll > Salary Structure #### Appraisal A record of the performance of an Employee over a specified period based on certain parameters. > Human Resources > Appraisal #### Appraisal Template A template recording the different parameters of an Employees' performance and their weightage for a particular role. > Human Resources > Employee Setup > Appraisal Template #### Attendance A record indicating presence or absence of an Employee on a particular day. > Human Resources > Attendance * * * ### Manufacturing #### Bill of Materials (BOM) A list of Operations and Items with their quantities, that are required to produce another Item. A Bill of Materials (BOM) is used to plan purchases and do product costing. > Manufacturing > BOM #### Workstation A place where a BOM operation takes place. It is useful to calculate the direct cost of the product. > Manufacturing > Workstation #### Work Order A document signaling production (manufacture) of a particular Item with specified quantities. > Manufacturing > Work Order #### Production Planning Tool A tool for automatic creation of Work Orders and Purchase Requests based on Open Sales Orders in a given period. > Manufacturing > Production Planning Tool * * * ### Website #### Blog Post A short article that appears in the “Blog” section of the website generated from the ERPNext website module. Blog is a short form of “Web Log”. > Website > Blog Post #### Web Page A web page with a unique URL (web address) on the website generated from ERPNext. > Website > Web Page * * * ### Setup / Customization #### Custom Field A user defined field on a form / table. > Setup > Customize ERPNext > Custom Field #### Global Defaults This is the section where you set default values for various parameters of the system. > Setup > Data > Global Defaults #### Print Heading A title that can be set on a transaction just for printing. For example, you want to print a Quotation with a title “Proposal” or “Pro forma Invoice”. > Setup > Branding and Printing > Print Headings #### Terms and Conditions Text of your terms of contract. In Sales/Purchase transactions there might be certain Terms and Conditions based on which the Supplier provides goods or services to the Customer. You can apply the Terms and Conditions to transactions and they will appear when printing the document. To know about Terms and Conditions, [click here](/docs/v13/user/manual/en/setting- up/print/terms-and-conditions) > Selling > Setup > Terms and Conditions #### Unit of Measure (UOM) How quantity is measured for an Item. E.g., Kg, No., Pair, Packet, etc. > Stock > Setup > UOM {next} Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update
Implementation Strategy
https://docs.erpnext.com/docs/user/manual/en/implementation-strategy
"<div class=\"from-markdown \">\n\t<div class=\"d-flex justify-content-between align-items-center\">(...TRUNCATED)
"Implementation Strategy\nImplementing an Enterprise Resource Planning (ERP) system such as ERPNext (...TRUNCATED)
"# Implementation Strategy\n\nEdit Page New Page Revisions Page Settings\n\nImplementing an Enterpr(...TRUNCATED)
Email Settings
https://docs.erpnext.com/docs/user/manual/en/email
"<div class=\"from-markdown \">\n\t<div class=\"d-flex justify-content-between align-items-center\">(...TRUNCATED)
"Email Settings\nThere is a process for configuring email in ERPNext that can greatly enhance commun(...TRUNCATED)
"# Email Settings\n\nEdit Page New Page Revisions Page Settings\n\nThere is a process for configuri(...TRUNCATED)
Core Settings
https://docs.erpnext.com/docs/user/manual/en/core-settings
"<div class=\"from-markdown \">\n\t<div class=\"d-flex justify-content-between align-items-center\">(...TRUNCATED)
"Core Settings\nCore settings in ERPNext typically refer to the foundational configurations that are(...TRUNCATED)
"# Core Settings\n\nEdit Page New Page Revisions Page Settings\n\nCore settings in ERPNext typicall(...TRUNCATED)

Details About The Dataset

This dataset is prepared from this document.

The entire site details is there.

you can see the Five column

  • title - Its a title of the main content.
  • url - Its a url of that respective page
  • main_content_html - The main content its in html format.
  • main_content_str - The main content in the String format.
  • main_content_md - The main contetn in the Mark Down format.

This document is generate from the the docs.erpnext.com

This datasets helps what is ERPNext? and How to use ERPNext?.

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