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Introduction | https://docs.erpnext.com/docs/user/manual/en/introduction | <div class="from-markdown ">
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<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>
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<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>
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</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)
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<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>$$$ - Saves money.</p></li><li><p><strong>Easier to configure:</strong> Big ERPs are notoriously hard to setup and will ask you a zillion questions before you can do something meaningful.</p></li><li><p><strong>Easier to use:</strong> Modern web-like user interface will keep your users happy and in familiar territory.</p></li><li><p><strong>Open Source :</strong> This software is always free and you can host it anywhere you like.</p></li><li><p><strong>Easier to customise: </strong>In most cases, it is easy for you to get certain customisations incorporated in the system without putting tremendous efforts.</p></li></ul></div>
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<div markdown="1"><p>ERPNext is a modern tool that covers not only accounting, but also all other business functions, on an integrated platform. It has many benefits over both traditional accounting as well as ERP applications.</p><h3>Benefits over traditional accounting software:</h3><ul><li><p>Do a lot more than just accounting! Manage inventory, billing, quotes, leads, payroll and a lot more.</p></li><li><p>Keep all your data safe and in one place. Don’t keep hunting for data when you need it across spreadsheets and different computers. Manage everyone on the same page. All users get the same updated data.</p></li><li><p>Stop repetitive work. Don’t enter the same information from your word processor to your accounting tool. It's all integrated.</p></li><li><p>Keep track. Get the entire history of a customer or a deal in one place.</p></li></ul><h3>Benefits over big ERPs</h3><ul><li><p>$$$ - 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>
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</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.
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<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>
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<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>
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</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
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Getting Started with ERPNext | https://docs.erpnext.com/docs/user/manual/en/getting-started-with-erpnext | <div class="from-markdown ">
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<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>
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<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>
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</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).
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<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>
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<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>
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</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
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
×
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!
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Flow Chart | https://docs.erpnext.com/docs/user/manual/en/key-workflows | <div class="from-markdown ">
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<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>
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</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
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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
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<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 > 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 > 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 > 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 > 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 > 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 > 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 > 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 > 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 > Price List</p>
</blockquote>
<blockquote>
<p>Buying > 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 > Company > 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 > 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 > 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 > 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 > 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 > 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 > Setup > 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 > Lead</p>
</blockquote>
<h4 id="opportunity">Opportunity</h4>
<p>A potential sale. (from: “opportunity for a business”).</p>
<blockquote>
<p>CRM > Opportunity</p>
</blockquote>
<h4 id="quotation">Quotation</h4>
<p>Customer's request to price an item or service.</p>
<blockquote>
<p>Selling > 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 > 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 > Setup > 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 > Setup > 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 > Setup > 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 > 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 > 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 > 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 > 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 > 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 > 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 > 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 > 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 > 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 > Quality Inspection</p>
</blockquote>
<h4 id="item-group">Item Group</h4>
<p>A classification of Item.</p>
<blockquote>
<p>Stock > Setup > 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 > 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 > 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 > Leave and Attendance > 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 > 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 > 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 > Salary and Payroll > 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 > 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 > Employee Setup > 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 > 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 > 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 > 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 > 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 > 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 > 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 > 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 > Customize ERPNext > 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 > Data > 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 > Branding and Printing > 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 > Setup > 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 > Setup > UOM</p>
</blockquote>
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<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 > 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 > 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 > 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 > 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 > 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 > 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 > 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 > 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 > Price List</p>
</blockquote>
<blockquote>
<p>Buying > 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 > Company > 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 > 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 > 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 > 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 > 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 > 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 > Setup > 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 > Lead</p>
</blockquote>
<h4 id="opportunity">Opportunity</h4>
<p>A potential sale. (from: “opportunity for a business”).</p>
<blockquote>
<p>CRM > Opportunity</p>
</blockquote>
<h4 id="quotation">Quotation</h4>
<p>Customer's request to price an item or service.</p>
<blockquote>
<p>Selling > 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 > 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 > Setup > 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 > Setup > 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 > Setup > 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 > 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 > 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 > 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 > 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 > 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 > 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 > 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 > 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 > 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 > Quality Inspection</p>
</blockquote>
<h4 id="item-group">Item Group</h4>
<p>A classification of Item.</p>
<blockquote>
<p>Stock > Setup > 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 > 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 > 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 > Leave and Attendance > 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 > 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 > 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 > Salary and Payroll > 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 > 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 > Employee Setup > 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 > 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 > 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 > 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 > 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 > 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 > 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 > 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 > Customize ERPNext > 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 > Data > 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 > Branding and Printing > 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 > Setup > 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 > Setup > UOM</p>
</blockquote>
<p>{next}</p>
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</div> | 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
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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) |
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in Dataset Viewer.
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 pagemain_content_html- The main content its inhtmlformat.main_content_str- The main content in theStringformat.main_content_md- The main contetn in theMark Downformat.
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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