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Introduction

https://docs.erpnext.com/docs/user/manual/en/introduction

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Introduction</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>What is an ERP system? And why should businesses use it?</p><blockquote><p>If you are already convinced you need an all-in-one enterprise solutions system for your organization, you can skip this page.</p></blockquote><p>Today, small and medium-sized businesses (SMEs) also face some of the problems that large enterprises do. One of them being planning and managing their resources. SMEs face similar complexities but have limited resources to deal with them.</p><p>Small businesses (like their bigger counterparts) have to:</p><ol><li><p>Do accounts to track their sales/purchases.</p></li><li><p>Do their taxes.</p></li><li><p>Pay their employees.</p></li><li><p>Manage deliveries within promised timelines.</p></li><li><p>Deliver quality goods and services.</p></li><li><p>Communicate with customers, answer their queries.</p></li></ol><p>Large enterprises invest millions of dollars in highly sophisticated systems like SAP. SAP and similar systems are able to handle requirements from these large enterprises to bring their <strong>multi-country</strong>, <strong>multi-company</strong>, <strong>multi-currency</strong>, global businesses into a single platform. This has helped them achieve consolidation of data/records in the fundamental processes such as accounting, taxation, payroll, reporting, and supply chain to name a few.</p><p>In contrast to large enterprises, SMEs have been left out of the <strong>1st wave of digital revolution (1995-2015)</strong>. The main reason for being left out is because they don't have the financial resources to <strong>license, hire programmers and customize</strong> such software to match their needs. Systems like SAP have been a <strong>no-go</strong> for most SMEs. Such systems need a <strong>minimum</strong> CAPEX or OPEX layout of <strong>$100k (Yes, One Hundred Thousand Dollars)</strong> and upwards. Even with cloud offerings (Software as a Service, SAAS) from such vendors, there is no easy Do It Yourself (DIY) people can feel confident about.</p><p>So even today, small businesses continue to struggle to keep things organized. They often use a mix of applications and tools such as spreadsheets, accounting software, web-based CRMs to manage their day to day record keeping. As a consequence, they have to access different systems to understand customers' master data, sales, cash flows, or profitability. The information exists in different silos. It becomes hard to combine the data in order to get useful insights or alerts. This leads to SMEs being <strong>reactive</strong> instead of being <strong>proactive</strong> in their day to day operations. With such a constrained way of working, there's limited scope for <strong>growth</strong>.</p><p>ERPNext addresses some fundamental problems SMEs struggle with when managing their resources:</p><ol><li><p><strong>Affordability</strong>: It is a Free and Open Source Software, freely available to download and install.</p></li><li><p><strong>Completeness</strong>: All necessary modules are available. <a href="https://erpnext.com/docs/v13/user/manual/en" rel="noopener noreferrer nofollow" target="_blank">View full list</a>.</p></li><li><p><strong>Customization</strong>: It is easy to add fields, or add more features.</p></li><li><p><strong>Efficiency</strong>: Computing requirements are relatively low (cheaper to host and manage).</p></li><li><p><strong>Wholesomeness</strong>: A single system and database that allows multiple users to record transactions or extract data simultaneously.</p></li></ol><h2>What is ERPNext?</h2><p>ERPNext is a complete business management solution that helps SMEs to record all their business transactions in a single system. With ERPNext, SMEs can make informed, fact-based, timely decisions to remain ahead in the competition. It serves as the backbone of a business adding strength, transparency, and control to your growing enterprise.</p><p>ERPNext will help you to:</p><ol><li><p>Keep track of the financial indicators of the organization.</p></li><li><p>Track all invoices and payments.</p></li><li><p>Know what quantity of which product is available in stock.</p></li><li><p>Identify and track your key performance indicators (KPIs).</p></li><li><p>Identify open customer queries.</p></li><li><p>Manage employee payroll.</p></li><li><p>Assign tasks and follow up on them.</p></li><li><p>Maintain a database of all your customers, suppliers, and contacts.</p></li><li><p>Prepare quotations.</p></li><li><p>Track your budgets and spending.</p></li><li><p>Determine effective selling price based on the actual raw material, machinery and effort cost.</p></li><li><p>Get reminders on maintenance schedules.</p></li><li><p>Publish your website.</p></li></ol><p>And a ton more.</p><h2>Is ERPNext only for SMEs?</h2><p>ERPNext scales well from SMEs to even large enterprises. ERPNext is used by several retail chains in Africa as well as a highly regarded equities trading company in India with over a thousand employees.</p><p>Check out a variety of <a href="https://erpnext.com/blog/customer-success-stories" rel="noopener noreferrer nofollow" target="_blank">User Stories</a> to know more. Here is a video to get you started:</p><h3>Topics</h3><p>You can also checkout the following topics:</p><ol><li><p><a href="/docs/v13/user/manual/en/introduction/do-i-need-an-erp" rel="noopener noreferrer nofollow" target="_blank">Do I Need an ERP?</a></p></li><li><p><a href="/docs/v13/user/manual/en/introduction/open-source" rel="noopener noreferrer nofollow" target="_blank">Open Source</a></p></li><li><p><a href="/docs/v13/user/manual/en/introduction/getting-started-with-erpnext" rel="noopener noreferrer nofollow" target="_blank">Getting Started with ERPNext</a></p></li><li><p><a href="/docs/v13/user/manual/en/introduction/the-champion" rel="noopener noreferrer nofollow" target="_blank">The Champion</a></p></li><li><p><a href="/docs/v13/user/manual/en/introduction/implementation-strategy" rel="noopener noreferrer nofollow" target="_blank">Implementation Strategy</a></p></li><li><p><a href="/docs/v13/user/manual/en/introduction/key-workflows" rel="noopener noreferrer nofollow" target="_blank">Key Workflows</a></p></li><li><p><a href="/docs/v13/user/manual/en/introduction/concepts-and-terms" rel="noopener noreferrer nofollow" target="_blank">Concepts and Terms</a></p></li></ol></div> </div> <input value="57e7f7d6f3" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Introduction</h5> <span class="small text-muted revision-time">pushkar edited 1 week ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>What is an ERP system? And why should businesses use it?</p><blockquote><p>If you are already convinced you need an all-in-one enterprise solutions system for your organization, you can skip this page.</p></blockquote><p>Today, small and medium-sized businesses (SMEs) also face some of the problems that large enterprises do. One of them being planning and managing their resources. SMEs face similar complexities but have limited resources to deal with them.</p><p>Small businesses (like their bigger counterparts) have to:</p><ol><li><p>Do accounts to track their sales/purchases.</p></li><li><p>Do their taxes.</p></li><li><p>Pay their employees.</p></li><li><p>Manage deliveries within promised timelines.</p></li><li><p>Deliver quality goods and services.</p></li><li><p>Communicate with customers, answer their queries.</p></li></ol><p>Large enterprises invest millions of dollars in highly sophisticated systems like SAP. SAP and similar systems are able to handle requirements from these large enterprises to bring their <strong>multi-country</strong>, <strong>multi-company</strong>, <strong>multi-currency</strong>, global businesses into a single platform. This has helped them achieve consolidation of data/records in the fundamental processes such as accounting, taxation, payroll, reporting, and supply chain to name a few.</p><p>In contrast to large enterprises, SMEs have been left out of the <strong>1st wave of digital revolution (1995-2015)</strong>. The main reason for being left out is because they don't have the financial resources to <strong>license, hire programmers and customize</strong> such software to match their needs. Systems like SAP have been a <strong>no-go</strong> for most SMEs. Such systems need a <strong>minimum</strong> CAPEX or OPEX layout of <strong>$100k (Yes, One Hundred Thousand Dollars)</strong> and upwards. Even with cloud offerings (Software as a Service, SAAS) from such vendors, there is no easy Do It Yourself (DIY) people can feel confident about.</p><p>So even today, small businesses continue to struggle to keep things organized. They often use a mix of applications and tools such as spreadsheets, accounting software, web-based CRMs to manage their day to day record keeping. As a consequence, they have to access different systems to understand customers' master data, sales, cash flows, or profitability. The information exists in different silos. It becomes hard to combine the data in order to get useful insights or alerts. This leads to SMEs being <strong>reactive</strong> instead of being <strong>proactive</strong> in their day to day operations. With such a constrained way of working, there's limited scope for <strong>growth</strong>.</p><p>ERPNext addresses some fundamental problems SMEs struggle with when managing their resources:</p><ol><li><p><strong>Affordability</strong>: It is a Free and Open Source Software, freely available to download and install.</p></li><li><p><strong>Completeness</strong>: All necessary modules are available. <a target="_blank" rel="noopener noreferrer nofollow" href="https://erpnext.com/docs/v13/user/manual/en">View full list</a>.</p></li><li><p><strong>Customization</strong>: It is easy to add fields, or add more features.</p></li><li><p><strong>Efficiency</strong>: Computing requirements are relatively low (cheaper to host and manage).</p></li><li><p><strong>Wholesomeness</strong>: A single system and database that allows multiple users to record transactions or extract data simultaneously.</p></li></ol><h2>What is ERPNext?</h2><p>ERPNext is a complete business management solution that helps SMEs to record all their business transactions in a single system. With ERPNext, SMEs can make informed, fact-based, timely decisions to remain ahead in the competition. It serves as the backbone of a business adding strength, transparency, and control to your growing enterprise.</p><p>ERPNext will help you to:</p><ol><li><p>Keep track of the financial indicators of the organization.</p></li><li><p>Track all invoices and payments.</p></li><li><p>Know what quantity of which product is available in stock.</p></li><li><p>Identify and track your key performance indicators (KPIs).</p></li><li><p>Identify open customer queries.</p></li><li><p>Manage employee payroll.</p></li><li><p>Assign tasks and follow up on them.</p></li><li><p>Maintain a database of all your customers, suppliers, and contacts.</p></li><li><p>Prepare quotations.</p></li><li><p>Track your budgets and spending.</p></li><li><p>Determine effective selling price based on the actual raw material, machinery and effort cost.</p></li><li><p>Get reminders on maintenance schedules.</p></li><li><p>Publish your website.</p></li></ol><p>And a ton more.</p><h2>Is ERPNext only for SMEs?</h2><p>ERPNext scales well from SMEs to even large enterprises. ERPNext is used by several retail chains in Africa as well as a highly regarded equities trading company in India with over a thousand employees.</p><p>Check out a variety of <a target="_blank" rel="noopener noreferrer nofollow" href="https://erpnext.com/blog/customer-success-stories">User Stories</a> to know more. Here is a video to get you started:</p><h3>Topics</h3><p>You can also checkout the following topics:</p><ol><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v13/user/manual/en/introduction/do-i-need-an-erp">Do I Need an ERP?</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v13/user/manual/en/introduction/open-source">Open Source</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v13/user/manual/en/introduction/getting-started-with-erpnext">Getting Started with ERPNext</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v13/user/manual/en/introduction/the-champion">The Champion</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v13/user/manual/en/introduction/implementation-strategy">Implementation Strategy</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v13/user/manual/en/introduction/key-workflows">Key Workflows</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v13/user/manual/en/introduction/concepts-and-terms">Concepts and Terms</a></p></li></ol></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/introduction" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Introduction What is an ERP system? And why should businesses use it? If you are already convinced you need an all-in-one enterprise solutions system for your organization, you can skip this page. Today, small and medium-sized businesses (SMEs) also face some of the problems that large enterprises do. One of them being planning and managing their resources. SMEs face similar complexities but have limited resources to deal with them. Small businesses (like their bigger counterparts) have to: Do accounts to track their sales/purchases. Do their taxes. Pay their employees. Manage deliveries within promised timelines. Deliver quality goods and services. Communicate with customers, answer their queries. Large enterprises invest millions of dollars in highly sophisticated systems like SAP. SAP and similar systems are able to handle requirements from these large enterprises to bring their multi-country, multi-company, multi-currency, global businesses into a single platform. This has helped them achieve consolidation of data/records in the fundamental processes such as accounting, taxation, payroll, reporting, and supply chain to name a few. In contrast to large enterprises, SMEs have been left out of the 1st wave of digital revolution (1995-2015). The main reason for being left out is because they don't have the financial resources to license, hire programmers and customize such software to match their needs. Systems like SAP have been a no-go for most SMEs. Such systems need a minimum CAPEX or OPEX layout of $100k (Yes, One Hundred Thousand Dollars) and upwards. Even with cloud offerings (Software as a Service, SAAS) from such vendors, there is no easy Do It Yourself (DIY) people can feel confident about. So even today, small businesses continue to struggle to keep things organized. They often use a mix of applications and tools such as spreadsheets, accounting software, web-based CRMs to manage their day to day record keeping. As a consequence, they have to access different systems to understand customers' master data, sales, cash flows, or profitability. The information exists in different silos. It becomes hard to combine the data in order to get useful insights or alerts. This leads to SMEs being reactive instead of being proactive in their day to day operations. With such a constrained way of working, there's limited scope for growth. ERPNext addresses some fundamental problems SMEs struggle with when managing their resources: Affordability: It is a Free and Open Source Software, freely available to download and install. Completeness: All necessary modules are available. View full list. Customization: It is easy to add fields, or add more features. Efficiency: Computing requirements are relatively low (cheaper to host and manage). Wholesomeness: A single system and database that allows multiple users to record transactions or extract data simultaneously. What is ERPNext? ERPNext is a complete business management solution that helps SMEs to record all their business transactions in a single system. With ERPNext, SMEs can make informed, fact-based, timely decisions to remain ahead in the competition. It serves as the backbone of a business adding strength, transparency, and control to your growing enterprise. ERPNext will help you to: Keep track of the financial indicators of the organization. Track all invoices and payments. Know what quantity of which product is available in stock. Identify and track your key performance indicators (KPIs). Identify open customer queries. Manage employee payroll. Assign tasks and follow up on them. Maintain a database of all your customers, suppliers, and contacts. Prepare quotations. Track your budgets and spending. Determine effective selling price based on the actual raw material, machinery and effort cost. Get reminders on maintenance schedules. Publish your website. And a ton more. Is ERPNext only for SMEs? ERPNext scales well from SMEs to even large enterprises. ERPNext is used by several retail chains in Africa as well as a highly regarded equities trading company in India with over a thousand employees. Check out a variety of User Stories to know more. Here is a video to get you started: Topics You can also checkout the following topics: Do I Need an ERP? Open Source Getting Started with ERPNext The Champion Implementation Strategy Key Workflows Concepts and Terms

# Introduction Edit Page New Page Revisions Page Settings What is an ERP system? And why should businesses use it? > If you are already convinced you need an all-in-one enterprise solutions > system for your organization, you can skip this page. Today, small and medium-sized businesses (SMEs) also face some of the problems that large enterprises do. One of them being planning and managing their resources. SMEs face similar complexities but have limited resources to deal with them. Small businesses (like their bigger counterparts) have to: 1. Do accounts to track their sales/purchases. 2. Do their taxes. 3. Pay their employees. 4. Manage deliveries within promised timelines. 5. Deliver quality goods and services. 6. Communicate with customers, answer their queries. Large enterprises invest millions of dollars in highly sophisticated systems like SAP. SAP and similar systems are able to handle requirements from these large enterprises to bring their **multi-country** , **multi-company** , **multi-currency** , global businesses into a single platform. This has helped them achieve consolidation of data/records in the fundamental processes such as accounting, taxation, payroll, reporting, and supply chain to name a few. In contrast to large enterprises, SMEs have been left out of the **1st wave of digital revolution (1995-2015)**. The main reason for being left out is because they don't have the financial resources to **license, hire programmers and customize** such software to match their needs. Systems like SAP have been a **no-go** for most SMEs. Such systems need a **minimum** CAPEX or OPEX layout of **$100k (Yes, One Hundred Thousand Dollars)** and upwards. Even with cloud offerings (Software as a Service, SAAS) from such vendors, there is no easy Do It Yourself (DIY) people can feel confident about. So even today, small businesses continue to struggle to keep things organized. They often use a mix of applications and tools such as spreadsheets, accounting software, web-based CRMs to manage their day to day record keeping. As a consequence, they have to access different systems to understand customers' master data, sales, cash flows, or profitability. The information exists in different silos. It becomes hard to combine the data in order to get useful insights or alerts. This leads to SMEs being **reactive** instead of being **proactive** in their day to day operations. With such a constrained way of working, there's limited scope for **growth**. ERPNext addresses some fundamental problems SMEs struggle with when managing their resources: 1. **Affordability** : It is a Free and Open Source Software, freely available to download and install. 2. **Completeness** : All necessary modules are available. [View full list](https://erpnext.com/docs/v13/user/manual/en). 3. **Customization** : It is easy to add fields, or add more features. 4. **Efficiency** : Computing requirements are relatively low (cheaper to host and manage). 5. **Wholesomeness** : A single system and database that allows multiple users to record transactions or extract data simultaneously. ## What is ERPNext? ERPNext is a complete business management solution that helps SMEs to record all their business transactions in a single system. With ERPNext, SMEs can make informed, fact-based, timely decisions to remain ahead in the competition. It serves as the backbone of a business adding strength, transparency, and control to your growing enterprise. ERPNext will help you to: 1. Keep track of the financial indicators of the organization. 2. Track all invoices and payments. 3. Know what quantity of which product is available in stock. 4. Identify and track your key performance indicators (KPIs). 5. Identify open customer queries. 6. Manage employee payroll. 7. Assign tasks and follow up on them. 8. Maintain a database of all your customers, suppliers, and contacts. 9. Prepare quotations. 10. Track your budgets and spending. 11. Determine effective selling price based on the actual raw material, machinery and effort cost. 12. Get reminders on maintenance schedules. 13. Publish your website. And a ton more. ## Is ERPNext only for SMEs? ERPNext scales well from SMEs to even large enterprises. ERPNext is used by several retail chains in Africa as well as a highly regarded equities trading company in India with over a thousand employees. Check out a variety of [User Stories](https://erpnext.com/blog/customer- success-stories) to know more. Here is a video to get you started: ### Topics You can also checkout the following topics: 1. [Do I Need an ERP?](/docs/v13/user/manual/en/introduction/do-i-need-an-erp) 2. [Open Source](/docs/v13/user/manual/en/introduction/open-source) 3. [Getting Started with ERPNext](/docs/v13/user/manual/en/introduction/getting-started-with-erpnext) 4. [The Champion](/docs/v13/user/manual/en/introduction/the-champion) 5. [Implementation Strategy](/docs/v13/user/manual/en/introduction/implementation-strategy) 6. [Key Workflows](/docs/v13/user/manual/en/introduction/key-workflows) 7. [Concepts and Terms](/docs/v13/user/manual/en/introduction/concepts-and-terms) ##### Introduction pushkar edited 1 week ago × What is an ERP system? And why should businesses use it? > If you are already convinced you need an all-in-one enterprise solutions > system for your organization, you can skip this page. Today, small and medium-sized businesses (SMEs) also face some of the problems that large enterprises do. One of them being planning and managing their resources. SMEs face similar complexities but have limited resources to deal with them. Small businesses (like their bigger counterparts) have to: 1. Do accounts to track their sales/purchases. 2. Do their taxes. 3. Pay their employees. 4. Manage deliveries within promised timelines. 5. Deliver quality goods and services. 6. Communicate with customers, answer their queries. Large enterprises invest millions of dollars in highly sophisticated systems like SAP. SAP and similar systems are able to handle requirements from these large enterprises to bring their **multi-country** , **multi-company** , **multi-currency** , global businesses into a single platform. This has helped them achieve consolidation of data/records in the fundamental processes such as accounting, taxation, payroll, reporting, and supply chain to name a few. In contrast to large enterprises, SMEs have been left out of the **1st wave of digital revolution (1995-2015)**. The main reason for being left out is because they don't have the financial resources to **license, hire programmers and customize** such software to match their needs. Systems like SAP have been a **no-go** for most SMEs. Such systems need a **minimum** CAPEX or OPEX layout of **$100k (Yes, One Hundred Thousand Dollars)** and upwards. Even with cloud offerings (Software as a Service, SAAS) from such vendors, there is no easy Do It Yourself (DIY) people can feel confident about. So even today, small businesses continue to struggle to keep things organized. They often use a mix of applications and tools such as spreadsheets, accounting software, web-based CRMs to manage their day to day record keeping. As a consequence, they have to access different systems to understand customers' master data, sales, cash flows, or profitability. The information exists in different silos. It becomes hard to combine the data in order to get useful insights or alerts. This leads to SMEs being **reactive** instead of being **proactive** in their day to day operations. With such a constrained way of working, there's limited scope for **growth**. ERPNext addresses some fundamental problems SMEs struggle with when managing their resources: 1. **Affordability** : It is a Free and Open Source Software, freely available to download and install. 2. **Completeness** : All necessary modules are available. [View full list](https://erpnext.com/docs/v13/user/manual/en). 3. **Customization** : It is easy to add fields, or add more features. 4. **Efficiency** : Computing requirements are relatively low (cheaper to host and manage). 5. **Wholesomeness** : A single system and database that allows multiple users to record transactions or extract data simultaneously. ## What is ERPNext? ERPNext is a complete business management solution that helps SMEs to record all their business transactions in a single system. With ERPNext, SMEs can make informed, fact-based, timely decisions to remain ahead in the competition. It serves as the backbone of a business adding strength, transparency, and control to your growing enterprise. ERPNext will help you to: 1. Keep track of the financial indicators of the organization. 2. Track all invoices and payments. 3. Know what quantity of which product is available in stock. 4. Identify and track your key performance indicators (KPIs). 5. Identify open customer queries. 6. Manage employee payroll. 7. Assign tasks and follow up on them. 8. Maintain a database of all your customers, suppliers, and contacts. 9. Prepare quotations. 10. Track your budgets and spending. 11. Determine effective selling price based on the actual raw material, machinery and effort cost. 12. Get reminders on maintenance schedules. 13. Publish your website. And a ton more. ## Is ERPNext only for SMEs? ERPNext scales well from SMEs to even large enterprises. ERPNext is used by several retail chains in Africa as well as a highly regarded equities trading company in India with over a thousand employees. Check out a variety of [User Stories](https://erpnext.com/blog/customer- success-stories) to know more. Here is a video to get you started: ### Topics You can also checkout the following topics: 1. [Do I Need an ERP?](/docs/v13/user/manual/en/introduction/do-i-need-an-erp) 2. [Open Source](/docs/v13/user/manual/en/introduction/open-source) 3. [Getting Started with ERPNext](/docs/v13/user/manual/en/introduction/getting-started-with-erpnext) 4. [The Champion](/docs/v13/user/manual/en/introduction/the-champion) 5. [Implementation Strategy](/docs/v13/user/manual/en/introduction/implementation-strategy) 6. [Key Workflows](/docs/v13/user/manual/en/introduction/key-workflows) 7. [Concepts and Terms](/docs/v13/user/manual/en/introduction/concepts-and-terms) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Do I Need ERPNext?

https://docs.erpnext.com/docs/user/manual/en/do-i-need-an-erp

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Do I Need ERPNext?</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Are you still using multiple specialised tools/platforms for managing your operations and facing it challenging to maintain data consistency? </p><p>Are you hesitant to go paperless by digitising all your operations?</p><p>Are you fed up with your legacy system which is difficult to cater to your ever evolving business needs?</p><p>ERPNext will help you get rid of these pain points as it is an open source platform which will act as a single source of truth for all your operational needs. ERPNext can host all your data and replicate business processes to make them operate seamlessly. Since it covers a wide range of business functions/departments like Accounting, Procurement, Sales, HR, Inventory Management etc, ERPNext is a system that can be setup by any organisation.</p><h3>Benefits over traditional accounting software:</h3><ul><li><p>Do a lot more than just accounting! Manage inventory, billing, quotes, leads, payroll and a lot more.</p></li><li><p>Keep all your data safe and in one place. Don’t keep hunting for data when you need it across spreadsheets and different computers. Manage everyone on the same page. All users get the same updated data.</p></li><li><p>Stop repetitive work. Don’t enter the same information from your word processor to your accounting tool. It's all integrated.</p></li><li><p>Keep track. Get the entire history of a customer or a deal in one place.</p></li></ul><h3>Benefits over big ERPs</h3><ul><li><p>$$$ - Saves money.</p></li><li><p><strong>Easier to configure:</strong> Big ERPs are notoriously hard to setup and will ask you a zillion questions before you can do something meaningful.</p></li><li><p><strong>Easier to use:</strong> Modern web-like user interface will keep your users happy and in familiar territory.</p></li><li><p><strong>Open Source :</strong> This software is always free and you can host it anywhere you like.</p></li><li><p><strong>Easier to customise: </strong>In most cases, it is easy for you to get certain customisations incorporated in the system without putting tremendous efforts.</p></li></ul></div> </div> <input value="ac7d44ccb0" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Do I Need ERPNext?</h5> <span class="small text-muted revision-time">pushkar edited 5 months ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>ERPNext is a modern tool that covers not only accounting, but also all other business functions, on an integrated platform. It has many benefits over both traditional accounting as well as ERP applications.</p><h3>Benefits over traditional accounting software:</h3><ul><li><p>Do a lot more than just accounting! Manage inventory, billing, quotes, leads, payroll and a lot more.</p></li><li><p>Keep all your data safe and in one place. Don’t keep hunting for data when you need it across spreadsheets and different computers. Manage everyone on the same page. All users get the same updated data.</p></li><li><p>Stop repetitive work. Don’t enter the same information from your word processor to your accounting tool. It's all integrated.</p></li><li><p>Keep track. Get the entire history of a customer or a deal in one place.</p></li></ul><h3>Benefits over big ERPs</h3><ul><li><p>$$$ - Saves money.</p></li><li><p><strong>Easier to configure:</strong> Big ERPs are notoriously hard to setup and will ask you a zillion questions before you can do something meaningful.</p></li><li><p><strong>Easier to use:</strong> Modern web-like user interface will keep your users happy and in familiar territory.</p></li><li><p><strong>Open Source :</strong> This software is always free and you can host it anywhere you like.</p></li><li><p><strong>Easier to customise: </strong>In most cases, it is easy for you to get certain customisations incorporated in the system without putting tremendous efforts.</p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/do-i-need-an-erp" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Do I Need ERPNext? Are you still using multiple specialised tools/platforms for managing your operations and facing it challenging to maintain data consistency? Are you hesitant to go paperless by digitising all your operations? Are you fed up with your legacy system which is difficult to cater to your ever evolving business needs? ERPNext will help you get rid of these pain points as it is an open source platform which will act as a single source of truth for all your operational needs. ERPNext can host all your data and replicate business processes to make them operate seamlessly. Since it covers a wide range of business functions/departments like Accounting, Procurement, Sales, HR, Inventory Management etc, ERPNext is a system that can be setup by any organisation. Benefits over traditional accounting software: Do a lot more than just accounting! Manage inventory, billing, quotes, leads, payroll and a lot more. Keep all your data safe and in one place. Don’t keep hunting for data when you need it across spreadsheets and different computers. Manage everyone on the same page. All users get the same updated data. Stop repetitive work. Don’t enter the same information from your word processor to your accounting tool. It's all integrated. Keep track. Get the entire history of a customer or a deal in one place. Benefits over big ERPs $$$ - Saves money. Easier to configure: Big ERPs are notoriously hard to setup and will ask you a zillion questions before you can do something meaningful. Easier to use: Modern web-like user interface will keep your users happy and in familiar territory. Open Source : This software is always free and you can host it anywhere you like. Easier to customise: In most cases, it is easy for you to get certain customisations incorporated in the system without putting tremendous efforts.

# Do I Need ERPNext? Edit Page New Page Revisions Page Settings Are you still using multiple specialised tools/platforms for managing your operations and facing it challenging to maintain data consistency? Are you hesitant to go paperless by digitising all your operations? Are you fed up with your legacy system which is difficult to cater to your ever evolving business needs? ERPNext will help you get rid of these pain points as it is an open source platform which will act as a single source of truth for all your operational needs. ERPNext can host all your data and replicate business processes to make them operate seamlessly. Since it covers a wide range of business functions/departments like Accounting, Procurement, Sales, HR, Inventory Management etc, ERPNext is a system that can be setup by any organisation. ### Benefits over traditional accounting software: * Do a lot more than just accounting! Manage inventory, billing, quotes, leads, payroll and a lot more. * Keep all your data safe and in one place. Don’t keep hunting for data when you need it across spreadsheets and different computers. Manage everyone on the same page. All users get the same updated data. * Stop repetitive work. Don’t enter the same information from your word processor to your accounting tool. It's all integrated. * Keep track. Get the entire history of a customer or a deal in one place. ### Benefits over big ERPs * $$$ - Saves money. * **Easier to configure:** Big ERPs are notoriously hard to setup and will ask you a zillion questions before you can do something meaningful. * **Easier to use:** Modern web-like user interface will keep your users happy and in familiar territory. * **Open Source :** This software is always free and you can host it anywhere you like. * **Easier to customise:** In most cases, it is easy for you to get certain customisations incorporated in the system without putting tremendous efforts. ##### Do I Need ERPNext? pushkar edited 5 months ago × ERPNext is a modern tool that covers not only accounting, but also all other business functions, on an integrated platform. It has many benefits over both traditional accounting as well as ERP applications. ### Benefits over traditional accounting software: * Do a lot more than just accounting! Manage inventory, billing, quotes, leads, payroll and a lot more. * Keep all your data safe and in one place. Don’t keep hunting for data when you need it across spreadsheets and different computers. Manage everyone on the same page. All users get the same updated data. * Stop repetitive work. Don’t enter the same information from your word processor to your accounting tool. It's all integrated. * Keep track. Get the entire history of a customer or a deal in one place. ### Benefits over big ERPs * $$$ - Saves money. * **Easier to configure:** Big ERPs are notoriously hard to setup and will ask you a zillion questions before you can do something meaningful. * **Easier to use:** Modern web-like user interface will keep your users happy and in familiar territory. * **Open Source :** This software is always free and you can host it anywhere you like. * **Easier to customise:** In most cases, it is easy for you to get certain customisations incorporated in the system without putting tremendous efforts. Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Open Source

https://docs.erpnext.com/docs/user/manual/en/open-source

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Open Source</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>The term 'Open Source' refers to those softwares whose source code is available for its use, distribution and enhancement to the users.</p><p>Unlike proprietary softwares, open source softwares are built in pubic with the help of communicate collaboration and made available freely to the users.</p><p>ERPNext is a free and open source software published under <a href="https://www.gnu.org/licenses/gpl-3.0.en.html" rel="noopener noreferrer nofollow" target="_blank">GNU General Public License (GPLv3)</a> license.</p><p>It grants you the freedom to..</p><ul><li><p>Use the software for any purpose</p></li><li><p>Change the software to suit your needs</p></li><li><p>Share the software with anyone</p></li><li><p>Share the changes you make</p></li></ul><p>The source code of ERPNext is available on <a href="https://github.com/frappe/erpnext" rel="noopener noreferrer nofollow" target="_blank">GitHub.</a></p><p>Advantages of an open source software are:</p><ol><li><p>There is no lock-in with one specific vendor.</p></li><li><p>You can host the application anywhere, including your own server to gain complete ownership and privacy of the data.</p></li><li><p>You can access a <a href="https://discuss.erpnext.com/" rel="noopener noreferrer nofollow" target="_blank">community</a> for help.</p></li><li><p>You can benefit from using a product that is critiqued and used by a wide range of people, who have reported hundreds of issues and suggestions to improve the product.</p><p>While ERPNext is free and open source, running a server for ERPNext, implementing it and, supporting it is not an easy task. You can opt for professional help at <a href="https://erpnext.com/" rel="noopener noreferrer nofollow" target="_blank">erpnext.com</a> or find a suitable service provider. This will allow you to reduce your risk and focus on delivering business value.</p></li></ol></div> </div> <input value="669b5edfff" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Open Source</h5> <span class="small text-muted revision-time">pushkar edited 5 months ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>ERPNext is a free and open source software published under <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.gnu.org/licenses/gpl-3.0.en.html">GNU General Public License (GPLv3)</a> license.</p><p>It grants you the freedom to..</p><ul><li><p>Use the software for any purpose</p></li><li><p>Change the software to suit your needs</p></li><li><p>Share the software with anyone</p></li><li><p>Share the changes you make</p></li></ul><p>The source code of ERPNext is available on <a target="_blank" rel="noopener noreferrer nofollow" href="https://github.com/frappe/erpnext">GitHub.</a></p><p>Advantages of an open source software are:</p><ol><li><p>There is no lock-in with one specific vendor.</p></li><li><p>You can host the application anywhere, including your own server to gain complete ownership and privacy of the data.</p></li><li><p>You can access a <a target="_blank" rel="noopener noreferrer nofollow" href="https://discuss.erpnext.com/">community</a> for help.</p></li><li><p>You can benefit from using a product that is critiqued and used by a wide range of people, who have reported hundreds of issues and suggestions to improve the product.</p><p>While ERPNext is free and open source, running a server for ERPNext, implementing it and, supporting it is not an easy task. You can opt for professional help at <a target="_blank" rel="noopener noreferrer nofollow" href="https://erpnext.com/">erpnext.com</a> or find a suitable service provider. This will allow you to reduce your risk and focus on delivering business value.</p></li></ol></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/open-source" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Open Source The term 'Open Source' refers to those softwares whose source code is available for its use, distribution and enhancement to the users. Unlike proprietary softwares, open source softwares are built in pubic with the help of communicate collaboration and made available freely to the users. ERPNext is a free and open source software published under GNU General Public License (GPLv3) license. It grants you the freedom to.. Use the software for any purpose Change the software to suit your needs Share the software with anyone Share the changes you make The source code of ERPNext is available on GitHub. Advantages of an open source software are: There is no lock-in with one specific vendor. You can host the application anywhere, including your own server to gain complete ownership and privacy of the data. You can access a community for help. You can benefit from using a product that is critiqued and used by a wide range of people, who have reported hundreds of issues and suggestions to improve the product. While ERPNext is free and open source, running a server for ERPNext, implementing it and, supporting it is not an easy task. You can opt for professional help at erpnext.com or find a suitable service provider. This will allow you to reduce your risk and focus on delivering business value.

# Open Source Edit Page New Page Revisions Page Settings The term 'Open Source' refers to those softwares whose source code is available for its use, distribution and enhancement to the users. Unlike proprietary softwares, open source softwares are built in pubic with the help of communicate collaboration and made available freely to the users. ERPNext is a free and open source software published under [GNU General Public License (GPLv3)](https://www.gnu.org/licenses/gpl-3.0.en.html) license. It grants you the freedom to.. * Use the software for any purpose * Change the software to suit your needs * Share the software with anyone * Share the changes you make The source code of ERPNext is available on [GitHub.](https://github.com/frappe/erpnext) Advantages of an open source software are: 1. There is no lock-in with one specific vendor. 2. You can host the application anywhere, including your own server to gain complete ownership and privacy of the data. 3. You can access a [community](https://discuss.erpnext.com/) for help. 4. You can benefit from using a product that is critiqued and used by a wide range of people, who have reported hundreds of issues and suggestions to improve the product. While ERPNext is free and open source, running a server for ERPNext, implementing it and, supporting it is not an easy task. You can opt for professional help at [erpnext.com](https://erpnext.com/) or find a suitable service provider. This will allow you to reduce your risk and focus on delivering business value. ##### Open Source pushkar edited 5 months ago × ERPNext is a free and open source software published under [GNU General Public License (GPLv3)](https://www.gnu.org/licenses/gpl-3.0.en.html) license. It grants you the freedom to.. * Use the software for any purpose * Change the software to suit your needs * Share the software with anyone * Share the changes you make The source code of ERPNext is available on [GitHub.](https://github.com/frappe/erpnext) Advantages of an open source software are: 1. There is no lock-in with one specific vendor. 2. You can host the application anywhere, including your own server to gain complete ownership and privacy of the data. 3. You can access a [community](https://discuss.erpnext.com/) for help. 4. You can benefit from using a product that is critiqued and used by a wide range of people, who have reported hundreds of issues and suggestions to improve the product. While ERPNext is free and open source, running a server for ERPNext, implementing it and, supporting it is not an easy task. You can opt for professional help at [erpnext.com](https://erpnext.com/) or find a suitable service provider. This will allow you to reduce your risk and focus on delivering business value. Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Getting Started with ERPNext

https://docs.erpnext.com/docs/user/manual/en/getting-started-with-erpnext

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Getting Started with ERPNext</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>There are many ways to get started with ERPNext.</p><h3>1. Start a Free Account at ERPNext.com</h3><p>Frappe Technologies is a Mumbai based organisation which is the OEM of ERPNext and maintains it primarily. You can start with your own account by <a href="https://erpnext.com" rel="noopener noreferrer nofollow" target="_blank">signing up on the website</a>.</p><p>You can also decide to host your application on Frappe Cloud by choosing an appropriate <a href="https://frappecloud.com/pricing#shared" rel="noopener noreferrer nofollow" target="_blank">hosting plan</a>. This way you support the organization that develops and improves ERPNext.</p><h3>2. Install ERPNext on your Unix/Linux/Mac machine</h3><p>If you are familiar with installing applications on *nix platforms, read the instructions on how to install using <a href="https://github.com/frappe/bench" rel="noopener noreferrer nofollow" target="_blank">Frappe Bench</a>.</p></div> </div> <input value="30f4c622cd" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Getting Started with ERPNext</h5> <span class="small text-muted revision-time">pushkar edited 5 months ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>There are many ways to get started with ERPNext.</p><h3>1. Start a Free Account at ERPNext.com</h3><p>Frappe Technologies is a Mumbai based organisation which is the OEM of ERPNext and maintains it primarily. You can start with your own account by <a target="_blank" rel="noopener noreferrer nofollow" href="https://erpnext.com">signing up on the website</a>.</p><p>You can also decide to host your application on Frappe Cloud by choosing the appropriate <a target="_blank" rel="noopener noreferrer nofollow" href="https://frappecloud.com/pricing#shared">hosting plan</a>. This way you support the organization that develops and improves ERPNext. </p><h3>2. Install ERPNext on your Unix/Linux/Mac machine</h3><p>If you are familiar with installing applications on *nix platforms, read the instructions on how to install using <a target="_blank" rel="noopener noreferrer nofollow" href="https://github.com/frappe/bench">Frappe Bench</a>.</p></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/getting-started-with-erpnext" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Getting Started with ERPNext There are many ways to get started with ERPNext. 1. Start a Free Account at ERPNext.com Frappe Technologies is a Mumbai based organisation which is the OEM of ERPNext and maintains it primarily. You can start with your own account by signing up on the website. You can also decide to host your application on Frappe Cloud by choosing an appropriate hosting plan. This way you support the organization that develops and improves ERPNext. 2. Install ERPNext on your Unix/Linux/Mac machine If you are familiar with installing applications on *nix platforms, read the instructions on how to install using Frappe Bench.

# Getting Started with ERPNext Edit Page New Page Revisions Page Settings There are many ways to get started with ERPNext. ### 1\. Start a Free Account at ERPNext.com Frappe Technologies is a Mumbai based organisation which is the OEM of ERPNext and maintains it primarily. You can start with your own account by [signing up on the website](https://erpnext.com). You can also decide to host your application on Frappe Cloud by choosing an appropriate [hosting plan](https://frappecloud.com/pricing#shared). This way you support the organization that develops and improves ERPNext. ### 2\. Install ERPNext on your Unix/Linux/Mac machine If you are familiar with installing applications on *nix platforms, read the instructions on how to install using [Frappe Bench](https://github.com/frappe/bench). ##### Getting Started with ERPNext pushkar edited 5 months ago × There are many ways to get started with ERPNext. ### 1\. Start a Free Account at ERPNext.com Frappe Technologies is a Mumbai based organisation which is the OEM of ERPNext and maintains it primarily. You can start with your own account by [signing up on the website](https://erpnext.com). You can also decide to host your application on Frappe Cloud by choosing the appropriate [hosting plan](https://frappecloud.com/pricing#shared). This way you support the organization that develops and improves ERPNext. ### 2\. Install ERPNext on your Unix/Linux/Mac machine If you are familiar with installing applications on *nix platforms, read the instructions on how to install using [Frappe Bench](https://github.com/frappe/bench). Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

The Project Champion

https://docs.erpnext.com/docs/user/manual/en/the-champion

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">The Project Champion</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p><img alt="Champion" class="screenshot" contenteditable="false" draggable="true" src="/files/implementation-image.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>We have seen dozens of ERP implementations over the past few years and we realize that successful implementation is a lot about intangibles and attitude.</p><p><strong>ERPs are not required.</strong></p><p>Like exercise.</p><p>The human body may seem like it does not require exercise today or even tomorrow, but in the long run, if you wish to maintain your body and its health, you should get on the treadmill.</p><p>In the same way, ERPs improve the health of your organization over a long run by keeping it fit and efficient. The more you delay putting things in order, the more time you lose, and the closer you get to a major disaster.</p><p>So when you start implementing an ERP, keep your sight on the long term benefits. Like exercise, its painful in the short run, but will do wonders if you stay on course.</p><hr contenteditable="false"><h2>The Champion</h2><p>ERP means organization wide change and it does not happen without effort. Every change requires a champion and it is the duty of the champion to organize and energize the entire team towards implementation. The champion needs to be resilient incase something goes wrong .</p><p>In many organizations we have seen, the champion is most often the owner or a senior manager. Occasionally, the champion is an outsider who is hired for a particular purpose.</p><p>In either case, you must identify your champion first.</p><p>Most likely it's <strong>you!</strong></p><p>Lets Begin!</p></div> </div> <input value="1d4335a24c" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">The Project Champion</h5> <span class="small text-muted revision-time">pushkar edited 5 months ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p><img class="screenshot ProseMirror-selectednode" src="/files/implementation-image.png" alt="Champion" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p>We have seen dozens of ERP implementations over the past few years and we realize that successful implementation is a lot about intangibles and attitude.</p><p><strong>ERPs are not required.</strong></p><p>Like exercise.</p><p>The human body may seem like it does not require exercise today or even tomorrow, but in the long run, if you wish to maintain your body and its health, you should get on the treadmill.</p><p>In the same way, ERPs improve the health of your organization over a long run by keeping it fit and efficient. The more you delay putting things in order, the more time you lose, and the closer you get to a major disaster.</p><p>So when you start implementing an ERP, keep your sight on the long term benefits. Like exercise, its painful in the short run, but will do wonders if you stay on course.</p><hr contenteditable="false"><h2>The Champion</h2><p>ERP means organization wide change and it does not happen without effort. Every change requires a champion and it is the duty of the champion to organize and energize the entire team towards implementation. The champion needs to be resilient incase something goes wrong .</p><p>In many organizations we have seen, the champion is most often the owner or a senior manager. Occasionally, the champion is an outsider who is hired for a particular purpose.</p><p>In either case, you must identify your champion first.</p><p>Most likely it's <strong>you!</strong></p><p>Lets Begin!</p></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/the-champion" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

The Project Champion We have seen dozens of ERP implementations over the past few years and we realize that successful implementation is a lot about intangibles and attitude. ERPs are not required. Like exercise. The human body may seem like it does not require exercise today or even tomorrow, but in the long run, if you wish to maintain your body and its health, you should get on the treadmill. In the same way, ERPs improve the health of your organization over a long run by keeping it fit and efficient. The more you delay putting things in order, the more time you lose, and the closer you get to a major disaster. So when you start implementing an ERP, keep your sight on the long term benefits. Like exercise, its painful in the short run, but will do wonders if you stay on course. The Champion ERP means organization wide change and it does not happen without effort. Every change requires a champion and it is the duty of the champion to organize and energize the entire team towards implementation. The champion needs to be resilient incase something goes wrong . In many organizations we have seen, the champion is most often the owner or a senior manager. Occasionally, the champion is an outsider who is hired for a particular purpose. In either case, you must identify your champion first. Most likely it's you! Lets Begin!

# The Project Champion Edit Page New Page Revisions Page Settings  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! Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Flow Chart

https://docs.erpnext.com/docs/user/manual/en/key-workflows

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Flow Chart</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p>This diagram covers how ERPNext tracks your company information across key functions. This diagram does not cover all the features of ERPNext.</p> <p><img alt="Workflow" class="screenshot" src="/files/overview-flow.png"></p> <p><em>Note: Not all of the steps are mandatory. ERPNext allows you to freely skip steps if you want to simplify the process.</em></p> </div> <input value="e08b871003" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Flow Chart</h5> <span class="small text-muted revision-time">Administrator edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/key-workflows" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Flow Chart This diagram covers how ERPNext tracks your company information across key functions. This diagram does not cover all the features of ERPNext. Note: Not all of the steps are mandatory. ERPNext allows you to freely skip steps if you want to simplify the process.

# Flow Chart Edit Page New Page Revisions Page Settings This diagram covers how ERPNext tracks your company information across key functions. This diagram does not cover all the features of ERPNext.  _Note: Not all of the steps are mandatory. ERPNext allows you to freely skip steps if you want to simplify the process._ ##### Flow Chart Administrator edited 3 years ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Concepts and Terms

https://docs.erpnext.com/docs/user/manual/en/concepts-and-terms

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Concepts and Terms </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p>Before you start implementation, lets get familiar with the terminology that is used and some basic concepts in ERPNext.</p> <hr> <h3 id="basic-concepts">Basic Concepts</h3> <h4 id="company">Company</h4> <p>This represents the Company records for which ERPNext is setup. With this same setup, you can create multiple Company records, each representing a different legal entity. The accounting for each Company will be different, but they will share the Customer, Supplier and Item records.</p> <blockquote> <p>Setup &gt; Company</p> </blockquote> <h4 id="customer">Customer</h4> <p>Represents a customer. A Customer can be an individual or an organization. You can create multiple Contacts and Addresses for each Customer.</p> <blockquote> <p>Selling &gt; Customer</p> </blockquote> <h4 id="supplier">Supplier</h4> <p>Represents a supplier of goods or services. Your telephone company is a Supplier, so is your raw materials Supplier. Again, a Supplier can be an individual or an organization and has multiple Contacts and Addresses.</p> <blockquote> <p>Buying &gt; Supplier</p> </blockquote> <h4 id="item">Item</h4> <p>A Product, sub-product or Service that is either bought, sold or manufactured and is uniquely identified.</p> <blockquote> <p>Stock &gt; Item</p> </blockquote> <h4 id="account">Account</h4> <p>An Account is a heading under which financial and business transactions are carried on. Examples of accounts are "Debtors", "Creditors", "VAT Payable", “Travel Expenses”, "Sales", "Share Capital", etc. ERPNext keeps track of your customers' and suppliers' balances in the background, so you don't need to create dedicated Accounts for them.</p> <blockquote> <p>Accounting &gt; Chart of Accounts</p> </blockquote> <h4 id="address">Address</h4> <p>An address represents location details of a Customer or Supplier. These can be of different locations such as Head Office, Factory, Warehouse, Shop etc.</p> <blockquote> <p>Selling &gt; Address</p> </blockquote> <h4 id="contact">Contact</h4> <p>An individual Contact belongs to a Customer or Supplier or is just an independent. A Contact has a name and contact details like email and phone number.</p> <blockquote> <p>Selling &gt; Contact</p> </blockquote> <h4 id="communication">Communication</h4> <p>A list of all Communication with a Contact or Lead. All emails sent from the system are added to the Communication table.</p> <blockquote> <p>Support &gt; Communication</p> </blockquote> <h4 id="price-list">Price List</h4> <p>A Price List is a place where different rate plans can be stored. It’s a name you give to a set of Item Prices stored under a particular List.</p> <blockquote> <p>Selling &gt; Price List</p> </blockquote> <blockquote> <p>Buying &gt; Price List</p> </blockquote> <hr> <h3 id="accounting">Accounting</h3> <h4 id="fiscal-year">Fiscal Year</h4> <p>Represents a Financial Year or Accounting Year. You can operate multiple Fiscal Years at the same time. Each Fiscal Year has a start date and an end date and transactions can only be recorded in this period. When you “close” a fiscal year, it's balances are transferred as “opening” balances for the next fiscal year.</p> <blockquote> <p>Setup &gt; Company &gt; Fiscal Year</p> </blockquote> <h4 id="cost-center">Cost Center</h4> <p>A Cost Center is like an Account, but the only difference is that its structure represents your business more closely than Accounts. For example, in your Chart of Accounts, you can separate your expenses by its type (i.e., travel, marketing, etc.). In your Chart of Cost Centers, you can separate them by product line or business group (e.g., online sales, retail sales, etc.).</p> <blockquote> <p>Accounting &gt; Chart of Cost Centers</p> </blockquote> <h4 id="journal-entry">Journal Entry</h4> <p>A document that contains General Ledger (GL) entries and the sum of Debits and Credits of those entries is the same. In ERPNext you can update Payments, Returns, etc., using Journal Entries.</p> <blockquote> <p>Accounting &gt; Journal Entry</p> </blockquote> <h4 id="sales-invoice">Sales Invoice</h4> <p>A bill sent to Customers for delivery of Items (goods or services).</p> <blockquote> <p>Accounting &gt; Sales Invoice</p> </blockquote> <h4 id="purchase-invoice">Purchase Invoice</h4> <p>A bill sent by a Supplier for delivery of Items (goods or services).</p> <blockquote> <p>Accounting &gt; Purchase Invoice</p> </blockquote> <h4 id="currency">Currency</h4> <p>ERPNext allows you to book transactions in multiple currencies. There is only one currency for your book of accounts though. While posting your Invoices with payments in different currencies, the amount is converted to the default currency by the specified conversion rate.</p> <blockquote> <p>Setup &gt; Currency</p> </blockquote> <hr> <h3 id="selling">Selling</h3> <h4 id="customer-group">Customer Group</h4> <p>A classification of Customers, usually based on market segment.</p> <blockquote> <p>Selling &gt; Setup &gt; Customer Group</p> </blockquote> <h4 id="lead">Lead</h4> <p>A person who could be a future source of business. A Lead may generate Opportunities. (from: “may lead to a sale”).</p> <blockquote> <p>CRM &gt; Lead</p> </blockquote> <h4 id="opportunity">Opportunity</h4> <p>A potential sale. (from: “opportunity for a business”).</p> <blockquote> <p>CRM &gt; Opportunity</p> </blockquote> <h4 id="quotation">Quotation</h4> <p>Customer's request to price an item or service.</p> <blockquote> <p>Selling &gt; Quotation</p> </blockquote> <h4 id="sales-order">Sales Order</h4> <p>A note confirming the terms of delivery and price of an Item (product or service) by the Customer. Deliveries, Work Orders and Invoices are made on basis of Sales Orders.</p> <blockquote> <p>Selling &gt; Sales Order</p> </blockquote> <h4 id="territory">Territory</h4> <p>A geographical area classification for sales management. You can set targets for Territories and each sale is linked to a Territory.</p> <blockquote> <p>Selling &gt; Setup &gt; Territory</p> </blockquote> <h4 id="sales-partner">Sales Partner</h4> <p>A third party distributer / dealer / affiliate / commission agent who sells the company’s products usually for a commission.</p> <blockquote> <p>Selling &gt; Setup &gt; Sales Partner</p> </blockquote> <h4 id="sales-person">Sales Person</h4> <p>Someone who pitches to the Customer and closes deals. You can set targets for Sales Persons and tag them in transactions.</p> <blockquote> <p>Selling &gt; Setup &gt; Sales Person</p> </blockquote> <hr> <h3 id="buying">Buying</h3> <h4 id="purchase-order">Purchase Order</h4> <p>A contract given to a Supplier to deliver the specified Items at the specified cost, quantity, dates and other terms.</p> <blockquote> <p>Buying &gt; Purchase Order</p> </blockquote> <h4 id="material-request">Material Request</h4> <p>A request made by a system User, or automatically generated by ERPNext based on reorder level or projected quantity in Production Plan for purchasing a set of Items.</p> <blockquote> <p>Buying &gt; Material Request</p> </blockquote> <hr> <h3 id="stock-inventory">Stock (Inventory)</h3> <h4 id="warehouse">Warehouse</h4> <p>A logical Warehouse against which stock entries are made.</p> <blockquote> <p>Stock &gt; Warehouse</p> </blockquote> <h4 id="stock-entry">Stock Entry</h4> <p>Material transfer from a Warehouse, to a Warehouse or from one Warehouse to another.</p> <blockquote> <p>Stock &gt; Stock Entry</p> </blockquote> <h4 id="delivery-note">Delivery Note</h4> <p>A list of Items with quantities for shipment. A Delivery Note will reduce the stock of Items for the Warehouse from where you ship. A Delivery Note is usually made against a Sales Order.</p> <blockquote> <p>Stock &gt; Delivery Note</p> </blockquote> <h4 id="purchase-receipt">Purchase Receipt</h4> <p>A note stating that a particular set of Items were received from the Supplier, most likely against a Purchase Order.</p> <blockquote> <p>Stock &gt; Purchase Receipt</p> </blockquote> <h4 id="serial-number">Serial Number</h4> <p>A unique number given to a particular unit of an Item.</p> <blockquote> <p>Stock &gt; Serial Number</p> </blockquote> <h4 id="batch">Batch</h4> <p>A number given to a group of units of a particular Item that may be purchased or manufactured in a group.</p> <blockquote> <p>Stock &gt; Batch</p> </blockquote> <h4 id="stock-ledger-entry">Stock Ledger Entry</h4> <p>A unified table for all material movement from one warehouse to another. This is the table that is updated when a Stock Entry, Delivery Note, Purchase Receipt, and Sales Invoice (POS) is made.</p> <h4 id="stock-reconciliation">Stock Reconciliation</h4> <p>Update Stock of multiple Items from a spreadsheet (CSV) file.</p> <blockquote> <p>Stock &gt; Stock Reconciliation</p> </blockquote> <h4 id="quality-inspection">Quality Inspection</h4> <p>A note prepared to record certain parameters of an Item at the time of Receipt from Supplier, or Delivery to Customer.</p> <blockquote> <p>Stock &gt; Quality Inspection</p> </blockquote> <h4 id="item-group">Item Group</h4> <p>A classification of Item.</p> <blockquote> <p>Stock &gt; Setup &gt; Item Group</p> </blockquote> <hr> <h3 id="human-resource-management">Human Resource Management</h3> <h4 id="employee">Employee</h4> <p>Record of a person who has been in present or past, in the employment of the company.</p> <blockquote> <p>Human Resources &gt; Employee</p> </blockquote> <h4 id="leave-application">Leave Application</h4> <p>A record of an approved or rejected request for leave.</p> <blockquote> <p>Human Resource &gt; Leave Application</p> </blockquote> <h4 id="leave-type">Leave Type</h4> <p>A type of leave (e.g., Sick Leave, Maternity Leave, etc.).</p> <blockquote> <p>Human Resource &gt; Leave and Attendance &gt; Leave Type</p> </blockquote> <h4 id="payroll-entry">Payroll Entry</h4> <p>A tool that helps in creation of multiple Salary Slips for Employees.</p> <blockquote> <p>Human Resource &gt; Payroll Entry</p> </blockquote> <h4 id="salary-slip">Salary Slip</h4> <p>A record of the monthly salary given to an Employee.</p> <blockquote> <p>Human Resource &gt; Salary Slip</p> </blockquote> <h4 id="salary-structure">Salary Structure</h4> <p>A template identifying all the components of an Employees' salary (earnings), tax and other social security deductions.</p> <blockquote> <p>Human Resource &gt; Salary and Payroll &gt; Salary Structure</p> </blockquote> <h4 id="appraisal">Appraisal</h4> <p>A record of the performance of an Employee over a specified period based on certain parameters.</p> <blockquote> <p>Human Resources &gt; Appraisal</p> </blockquote> <h4 id="appraisal-template">Appraisal Template</h4> <p>A template recording the different parameters of an Employees' performance and their weightage for a particular role.</p> <blockquote> <p>Human Resources &gt; Employee Setup &gt; Appraisal Template</p> </blockquote> <h4 id="attendance">Attendance</h4> <p>A record indicating presence or absence of an Employee on a particular day.</p> <blockquote> <p>Human Resources &gt; Attendance</p> </blockquote> <hr> <h3 id="manufacturing">Manufacturing</h3> <h4 id="bill-of-materials-bom">Bill of Materials (BOM)</h4> <p>A list of Operations and Items with their quantities, that are required to produce another Item. A Bill of Materials (BOM) is used to plan purchases and do product costing.</p> <blockquote> <p>Manufacturing &gt; BOM</p> </blockquote> <h4 id="workstation">Workstation</h4> <p>A place where a BOM operation takes place. It is useful to calculate the direct cost of the product.</p> <blockquote> <p>Manufacturing &gt; Workstation</p> </blockquote> <h4 id="work-order">Work Order</h4> <p>A document signaling production (manufacture) of a particular Item with specified quantities.</p> <blockquote> <p>Manufacturing &gt; Work Order</p> </blockquote> <h4 id="production-planning-tool">Production Planning Tool</h4> <p>A tool for automatic creation of Work Orders and Purchase Requests based on Open Sales Orders in a given period.</p> <blockquote> <p>Manufacturing &gt; Production Planning Tool</p> </blockquote> <hr> <h3 id="website">Website</h3> <h4 id="blog-post">Blog Post</h4> <p>A short article that appears in the “Blog” section of the website generated from the ERPNext website module. Blog is a short form of “Web Log”.</p> <blockquote> <p>Website &gt; Blog Post</p> </blockquote> <h4 id="web-page">Web Page</h4> <p>A web page with a unique URL (web address) on the website generated from ERPNext.</p> <blockquote> <p>Website &gt; Web Page</p> </blockquote> <hr> <h3 id="setup-customization">Setup / Customization</h3> <h4 id="custom-field">Custom Field</h4> <p>A user defined field on a form / table.</p> <blockquote> <p>Setup &gt; Customize ERPNext &gt; Custom Field</p> </blockquote> <h4 id="global-defaults">Global Defaults</h4> <p>This is the section where you set default values for various parameters of the system.</p> <blockquote> <p>Setup &gt; Data &gt; Global Defaults</p> </blockquote> <h4 id="print-heading">Print Heading</h4> <p>A title that can be set on a transaction just for printing. For example, you want to print a Quotation with a title “Proposal” or “Pro forma Invoice”.</p> <blockquote> <p>Setup &gt; Branding and Printing &gt; Print Headings</p> </blockquote> <h4 id="terms-and-conditions">Terms and Conditions</h4> <p>Text of your terms of contract. In Sales/Purchase transactions there might be certain Terms and Conditions based on which the Supplier provides goods or services to the Customer. You can apply the Terms and Conditions to transactions and they will appear when printing the document. To know about Terms and Conditions, <a href="/docs/v13/user/manual/en/setting-up/print/terms-and-conditions">click here</a></p> <blockquote> <p>Selling &gt; Setup &gt; Terms and Conditions</p> </blockquote> <h4 id="unit-of-measure-uom">Unit of Measure (UOM)</h4> <p>How quantity is measured for an Item. E.g., Kg, No., Pair, Packet, etc.</p> <blockquote> <p>Stock &gt; Setup &gt; UOM</p> </blockquote> </div> <input value="d8d509db64" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Concepts and Terms </h5> <span class="small text-muted revision-time">raffael_meyer edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p>Before you start implementation, lets get familiar with the terminology that is used and some basic concepts in ERPNext.</p> <hr> <h3 id="basic-concepts">Basic Concepts</h3> <h4 id="company">Company</h4> <p>This represents the Company records for which ERPNext is setup. With this same setup, you can create multiple Company records, each representing a different legal entity. The accounting for each Company will be different, but they will share the Customer, Supplier and Item records.</p> <blockquote> <p>Setup &gt; Company</p> </blockquote> <h4 id="customer">Customer</h4> <p>Represents a customer. A Customer can be an individual or an organization. You can create multiple Contacts and Addresses for each Customer.</p> <blockquote> <p>Selling &gt; Customer</p> </blockquote> <h4 id="supplier">Supplier</h4> <p>Represents a supplier of goods or services. Your telephone company is a Supplier, so is your raw materials Supplier. Again, a Supplier can be an individual or an organization and has multiple Contacts and Addresses.</p> <blockquote> <p>Buying &gt; Supplier</p> </blockquote> <h4 id="item">Item</h4> <p>A Product, sub-product or Service that is either bought, sold or manufactured and is uniquely identified.</p> <blockquote> <p>Stock &gt; Item</p> </blockquote> <h4 id="account">Account</h4> <p>An Account is a heading under which financial and business transactions are carried on. For example, “Travel Expense” is an account, “Customer Zoe”, “Supplier Mae” are accounts. ERPNext creates accounts for Customers and Suppliers automatically.</p> <blockquote> <p>Accounting &gt; Chart of Accounts</p> </blockquote> <h4 id="address">Address</h4> <p>An address represents location details of a Customer or Supplier. These can be of different locations such as Head Office, Factory, Warehouse, Shop etc.</p> <blockquote> <p>Selling &gt; Address</p> </blockquote> <h4 id="contact">Contact</h4> <p>An individual Contact belongs to a Customer or Supplier or is just an independent. A Contact has a name and contact details like email and phone number.</p> <blockquote> <p>Selling &gt; Contact</p> </blockquote> <h4 id="communication">Communication</h4> <p>A list of all Communication with a Contact or Lead. All emails sent from the system are added to the Communication table.</p> <blockquote> <p>Support &gt; Communication</p> </blockquote> <h4 id="price-list">Price List</h4> <p>A Price List is a place where different rate plans can be stored. It’s a name you give to a set of Item Prices stored under a particular List.</p> <blockquote> <p>Selling &gt; Price List</p> </blockquote> <blockquote> <p>Buying &gt; Price List</p> </blockquote> <hr> <h3 id="accounting">Accounting</h3> <h4 id="fiscal-year">Fiscal Year</h4> <p>Represents a Financial Year or Accounting Year. You can operate multiple Fiscal Years at the same time. Each Fiscal Year has a start date and an end date and transactions can only be recorded in this period. When you “close” a fiscal year, it's balances are transferred as “opening” balances for the next fiscal year.</p> <blockquote> <p>Setup &gt; Company &gt; Fiscal Year</p> </blockquote> <h4 id="cost-center">Cost Center</h4> <p>A Cost Center is like an Account, but the only difference is that its structure represents your business more closely than Accounts. For example, in your Chart of Accounts, you can separate your expenses by its type (i.e., travel, marketing, etc.). In your Chart of Cost Centers, you can separate them by product line or business group (e.g., online sales, retail sales, etc.).</p> <blockquote> <p>Accounting &gt; Chart of Cost Centers</p> </blockquote> <h4 id="journal-entry">Journal Entry</h4> <p>A document that contains General Ledger (GL) entries and the sum of Debits and Credits of those entries is the same. In ERPNext you can update Payments, Returns, etc., using Journal Entries.</p> <blockquote> <p>Accounting &gt; Journal Entry</p> </blockquote> <h4 id="sales-invoice">Sales Invoice</h4> <p>A bill sent to Customers for delivery of Items (goods or services).</p> <blockquote> <p>Accounting &gt; Sales Invoice</p> </blockquote> <h4 id="purchase-invoice">Purchase Invoice</h4> <p>A bill sent by a Supplier for delivery of Items (goods or services).</p> <blockquote> <p>Accounting &gt; Purchase Invoice</p> </blockquote> <h4 id="currency">Currency</h4> <p>ERPNext allows you to book transactions in multiple currencies. There is only one currency for your book of accounts though. While posting your Invoices with payments in different currencies, the amount is converted to the default currency by the specified conversion rate.</p> <blockquote> <p>Setup &gt; Currency</p> </blockquote> <hr> <h3 id="selling">Selling</h3> <h4 id="customer-group">Customer Group</h4> <p>A classification of Customers, usually based on market segment.</p> <blockquote> <p>Selling &gt; Setup &gt; Customer Group</p> </blockquote> <h4 id="lead">Lead</h4> <p>A person who could be a future source of business. A Lead may generate Opportunities. (from: “may lead to a sale”).</p> <blockquote> <p>CRM &gt; Lead</p> </blockquote> <h4 id="opportunity">Opportunity</h4> <p>A potential sale. (from: “opportunity for a business”).</p> <blockquote> <p>CRM &gt; Opportunity</p> </blockquote> <h4 id="quotation">Quotation</h4> <p>Customer's request to price an item or service.</p> <blockquote> <p>Selling &gt; Quotation</p> </blockquote> <h4 id="sales-order">Sales Order</h4> <p>A note confirming the terms of delivery and price of an Item (product or service) by the Customer. Deliveries, Work Orders and Invoices are made on basis of Sales Orders.</p> <blockquote> <p>Selling &gt; Sales Order</p> </blockquote> <h4 id="territory">Territory</h4> <p>A geographical area classification for sales management. You can set targets for Territories and each sale is linked to a Territory.</p> <blockquote> <p>Selling &gt; Setup &gt; Territory</p> </blockquote> <h4 id="sales-partner">Sales Partner</h4> <p>A third party distributer / dealer / affiliate / commission agent who sells the company’s products usually for a commission.</p> <blockquote> <p>Selling &gt; Setup &gt; Sales Partner</p> </blockquote> <h4 id="sales-person">Sales Person</h4> <p>Someone who pitches to the Customer and closes deals. You can set targets for Sales Persons and tag them in transactions.</p> <blockquote> <p>Selling &gt; Setup &gt; Sales Person</p> </blockquote> <hr> <h3 id="buying">Buying</h3> <h4 id="purchase-order">Purchase Order</h4> <p>A contract given to a Supplier to deliver the specified Items at the specified cost, quantity, dates and other terms.</p> <blockquote> <p>Buying &gt; Purchase Order</p> </blockquote> <h4 id="material-request">Material Request</h4> <p>A request made by a system User, or automatically generated by ERPNext based on reorder level or projected quantity in Production Plan for purchasing a set of Items.</p> <blockquote> <p>Buying &gt; Material Request</p> </blockquote> <hr> <h3 id="stock-inventory">Stock (Inventory)</h3> <h4 id="warehouse">Warehouse</h4> <p>A logical Warehouse against which stock entries are made.</p> <blockquote> <p>Stock &gt; Warehouse</p> </blockquote> <h4 id="stock-entry">Stock Entry</h4> <p>Material transfer from a Warehouse, to a Warehouse or from one Warehouse to another.</p> <blockquote> <p>Stock &gt; Stock Entry</p> </blockquote> <h4 id="delivery-note">Delivery Note</h4> <p>A list of Items with quantities for shipment. A Delivery Note will reduce the stock of Items for the Warehouse from where you ship. A Delivery Note is usually made against a Sales Order.</p> <blockquote> <p>Stock &gt; Delivery Note</p> </blockquote> <h4 id="purchase-receipt">Purchase Receipt</h4> <p>A note stating that a particular set of Items were received from the Supplier, most likely against a Purchase Order.</p> <blockquote> <p>Stock &gt; Purchase Receipt</p> </blockquote> <h4 id="serial-number">Serial Number</h4> <p>A unique number given to a particular unit of an Item.</p> <blockquote> <p>Stock &gt; Serial Number</p> </blockquote> <h4 id="batch">Batch</h4> <p>A number given to a group of units of a particular Item that may be purchased or manufactured in a group.</p> <blockquote> <p>Stock &gt; Batch</p> </blockquote> <h4 id="stock-ledger-entry">Stock Ledger Entry</h4> <p>A unified table for all material movement from one warehouse to another. This is the table that is updated when a Stock Entry, Delivery Note, Purchase Receipt, and Sales Invoice (POS) is made.</p> <h4 id="stock-reconciliation">Stock Reconciliation</h4> <p>Update Stock of multiple Items from a spreadsheet (CSV) file.</p> <blockquote> <p>Stock &gt; Stock Reconciliation</p> </blockquote> <h4 id="quality-inspection">Quality Inspection</h4> <p>A note prepared to record certain parameters of an Item at the time of Receipt from Supplier, or Delivery to Customer.</p> <blockquote> <p>Stock &gt; Quality Inspection</p> </blockquote> <h4 id="item-group">Item Group</h4> <p>A classification of Item.</p> <blockquote> <p>Stock &gt; Setup &gt; Item Group</p> </blockquote> <hr> <h3 id="human-resource-management">Human Resource Management</h3> <h4 id="employee">Employee</h4> <p>Record of a person who has been in present or past, in the employment of the company.</p> <blockquote> <p>Human Resources &gt; Employee</p> </blockquote> <h4 id="leave-application">Leave Application</h4> <p>A record of an approved or rejected request for leave.</p> <blockquote> <p>Human Resource &gt; Leave Application</p> </blockquote> <h4 id="leave-type">Leave Type</h4> <p>A type of leave (e.g., Sick Leave, Maternity Leave, etc.).</p> <blockquote> <p>Human Resource &gt; Leave and Attendance &gt; Leave Type</p> </blockquote> <h4 id="payroll-entry">Payroll Entry</h4> <p>A tool that helps in creation of multiple Salary Slips for Employees.</p> <blockquote> <p>Human Resource &gt; Payroll Entry</p> </blockquote> <h4 id="salary-slip">Salary Slip</h4> <p>A record of the monthly salary given to an Employee.</p> <blockquote> <p>Human Resource &gt; Salary Slip</p> </blockquote> <h4 id="salary-structure">Salary Structure</h4> <p>A template identifying all the components of an Employees' salary (earnings), tax and other social security deductions.</p> <blockquote> <p>Human Resource &gt; Salary and Payroll &gt; Salary Structure</p> </blockquote> <h4 id="appraisal">Appraisal</h4> <p>A record of the performance of an Employee over a specified period based on certain parameters.</p> <blockquote> <p>Human Resources &gt; Appraisal</p> </blockquote> <h4 id="appraisal-template">Appraisal Template</h4> <p>A template recording the different parameters of an Employees' performance and their weightage for a particular role.</p> <blockquote> <p>Human Resources &gt; Employee Setup &gt; Appraisal Template</p> </blockquote> <h4 id="attendance">Attendance</h4> <p>A record indicating presence or absence of an Employee on a particular day.</p> <blockquote> <p>Human Resources &gt; Attendance</p> </blockquote> <hr> <h3 id="manufacturing">Manufacturing</h3> <h4 id="bill-of-materials-bom">Bill of Materials (BOM)</h4> <p>A list of Operations and Items with their quantities, that are required to produce another Item. A Bill of Materials (BOM) is used to plan purchases and do product costing.</p> <blockquote> <p>Manufacturing &gt; BOM</p> </blockquote> <h4 id="workstation">Workstation</h4> <p>A place where a BOM operation takes place. It is useful to calculate the direct cost of the product.</p> <blockquote> <p>Manufacturing &gt; Workstation</p> </blockquote> <h4 id="work-order">Work Order</h4> <p>A document signaling production (manufacture) of a particular Item with specified quantities.</p> <blockquote> <p>Manufacturing &gt; Work Order</p> </blockquote> <h4 id="production-planning-tool">Production Planning Tool</h4> <p>A tool for automatic creation of Work Orders and Purchase Requests based on Open Sales Orders in a given period.</p> <blockquote> <p>Manufacturing &gt; Production Planning Tool</p> </blockquote> <hr> <h3 id="website">Website</h3> <h4 id="blog-post">Blog Post</h4> <p>A short article that appears in the “Blog” section of the website generated from the ERPNext website module. Blog is a short form of “Web Log”.</p> <blockquote> <p>Website &gt; Blog Post</p> </blockquote> <h4 id="web-page">Web Page</h4> <p>A web page with a unique URL (web address) on the website generated from ERPNext.</p> <blockquote> <p>Website &gt; Web Page</p> </blockquote> <hr> <h3 id="setup-customization">Setup / Customization</h3> <h4 id="custom-field">Custom Field</h4> <p>A user defined field on a form / table.</p> <blockquote> <p>Setup &gt; Customize ERPNext &gt; Custom Field</p> </blockquote> <h4 id="global-defaults">Global Defaults</h4> <p>This is the section where you set default values for various parameters of the system.</p> <blockquote> <p>Setup &gt; Data &gt; Global Defaults</p> </blockquote> <h4 id="print-heading">Print Heading</h4> <p>A title that can be set on a transaction just for printing. For example, you want to print a Quotation with a title “Proposal” or “Pro forma Invoice”.</p> <blockquote> <p>Setup &gt; Branding and Printing &gt; Print Headings</p> </blockquote> <h4 id="terms-and-conditions">Terms and Conditions</h4> <p>Text of your terms of contract. In Sales/Purchase transactions there might be certain Terms and Conditions based on which the Supplier provides goods or services to the Customer. You can apply the Terms and Conditions to transactions and they will appear when printing the document. To know about Terms and Conditions, <a href="/docs/v13/user/manual/en/setting-up/print/terms-and-conditions">click here</a></p> <blockquote> <p>Selling &gt; Setup &gt; Terms and Conditions</p> </blockquote> <h4 id="unit-of-measure-uom">Unit of Measure (UOM)</h4> <p>How quantity is measured for an Item. 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Concepts and Terms Before you start implementation, lets get familiar with the terminology that is used and some basic concepts in ERPNext. Basic Concepts Company This represents the Company records for which ERPNext is setup. With this same setup, you can create multiple Company records, each representing a different legal entity. The accounting for each Company will be different, but they will share the Customer, Supplier and Item records. Setup > Company Customer Represents a customer. A Customer can be an individual or an organization. You can create multiple Contacts and Addresses for each Customer. Selling > Customer Supplier Represents a supplier of goods or services. Your telephone company is a Supplier, so is your raw materials Supplier. Again, a Supplier can be an individual or an organization and has multiple Contacts and Addresses. Buying > Supplier Item A Product, sub-product or Service that is either bought, sold or manufactured and is uniquely identified. Stock > Item Account An Account is a heading under which financial and business transactions are carried on. Examples of accounts are "Debtors", "Creditors", "VAT Payable", “Travel Expenses”, "Sales", "Share Capital", etc. ERPNext keeps track of your customers' and suppliers' balances in the background, so you don't need to create dedicated Accounts for them. Accounting > Chart of Accounts Address An address represents location details of a Customer or Supplier. These can be of different locations such as Head Office, Factory, Warehouse, Shop etc. Selling > Address Contact An individual Contact belongs to a Customer or Supplier or is just an independent. A Contact has a name and contact details like email and phone number. Selling > Contact Communication A list of all Communication with a Contact or Lead. All emails sent from the system are added to the Communication table. Support > Communication Price List A Price List is a place where different rate plans can be stored. It’s a name you give to a set of Item Prices stored under a particular List. Selling > Price List Buying > Price List Accounting Fiscal Year Represents a Financial Year or Accounting Year. You can operate multiple Fiscal Years at the same time. Each Fiscal Year has a start date and an end date and transactions can only be recorded in this period. When you “close” a fiscal year, it's balances are transferred as “opening” balances for the next fiscal year. Setup > Company > Fiscal Year Cost Center A Cost Center is like an Account, but the only difference is that its structure represents your business more closely than Accounts. For example, in your Chart of Accounts, you can separate your expenses by its type (i.e., travel, marketing, etc.). In your Chart of Cost Centers, you can separate them by product line or business group (e.g., online sales, retail sales, etc.). Accounting > Chart of Cost Centers Journal Entry A document that contains General Ledger (GL) entries and the sum of Debits and Credits of those entries is the same. In ERPNext you can update Payments, Returns, etc., using Journal Entries. Accounting > Journal Entry Sales Invoice A bill sent to Customers for delivery of Items (goods or services). Accounting > Sales Invoice Purchase Invoice A bill sent by a Supplier for delivery of Items (goods or services). Accounting > Purchase Invoice Currency ERPNext allows you to book transactions in multiple currencies. There is only one currency for your book of accounts though. While posting your Invoices with payments in different currencies, the amount is converted to the default currency by the specified conversion rate. Setup > Currency Selling Customer Group A classification of Customers, usually based on market segment. Selling > Setup > Customer Group Lead A person who could be a future source of business. A Lead may generate Opportunities. (from: “may lead to a sale”). CRM > Lead Opportunity A potential sale. (from: “opportunity for a business”). CRM > Opportunity Quotation Customer's request to price an item or service. Selling > Quotation Sales Order A note confirming the terms of delivery and price of an Item (product or service) by the Customer. Deliveries, Work Orders and Invoices are made on basis of Sales Orders. Selling > Sales Order Territory A geographical area classification for sales management. You can set targets for Territories and each sale is linked to a Territory. Selling > Setup > Territory Sales Partner A third party distributer / dealer / affiliate / commission agent who sells the company’s products usually for a commission. Selling > Setup > Sales Partner Sales Person Someone who pitches to the Customer and closes deals. You can set targets for Sales Persons and tag them in transactions. Selling > Setup > Sales Person Buying Purchase Order A contract given to a Supplier to deliver the specified Items at the specified cost, quantity, dates and other terms. Buying > Purchase Order Material Request A request made by a system User, or automatically generated by ERPNext based on reorder level or projected quantity in Production Plan for purchasing a set of Items. Buying > Material Request Stock (Inventory) Warehouse A logical Warehouse against which stock entries are made. Stock > Warehouse Stock Entry Material transfer from a Warehouse, to a Warehouse or from one Warehouse to another. Stock > Stock Entry Delivery Note A list of Items with quantities for shipment. A Delivery Note will reduce the stock of Items for the Warehouse from where you ship. A Delivery Note is usually made against a Sales Order. Stock > Delivery Note Purchase Receipt A note stating that a particular set of Items were received from the Supplier, most likely against a Purchase Order. Stock > Purchase Receipt Serial Number A unique number given to a particular unit of an Item. Stock > Serial Number Batch A number given to a group of units of a particular Item that may be purchased or manufactured in a group. Stock > Batch Stock Ledger Entry A unified table for all material movement from one warehouse to another. This is the table that is updated when a Stock Entry, Delivery Note, Purchase Receipt, and Sales Invoice (POS) is made. Stock Reconciliation Update Stock of multiple Items from a spreadsheet (CSV) file. Stock > Stock Reconciliation Quality Inspection A note prepared to record certain parameters of an Item at the time of Receipt from Supplier, or Delivery to Customer. Stock > Quality Inspection Item Group A classification of Item. Stock > Setup > Item Group Human Resource Management Employee Record of a person who has been in present or past, in the employment of the company. Human Resources > Employee Leave Application A record of an approved or rejected request for leave. Human Resource > Leave Application Leave Type A type of leave (e.g., Sick Leave, Maternity Leave, etc.). Human Resource > Leave and Attendance > Leave Type Payroll Entry A tool that helps in creation of multiple Salary Slips for Employees. Human Resource > Payroll Entry Salary Slip A record of the monthly salary given to an Employee. Human Resource > Salary Slip Salary Structure A template identifying all the components of an Employees' salary (earnings), tax and other social security deductions. Human Resource > Salary and Payroll > Salary Structure Appraisal A record of the performance of an Employee over a specified period based on certain parameters. Human Resources > Appraisal Appraisal Template A template recording the different parameters of an Employees' performance and their weightage for a particular role. Human Resources > Employee Setup > Appraisal Template Attendance A record indicating presence or absence of an Employee on a particular day. Human Resources > Attendance Manufacturing Bill of Materials (BOM) A list of Operations and Items with their quantities, that are required to produce another Item. A Bill of Materials (BOM) is used to plan purchases and do product costing. Manufacturing > BOM Workstation A place where a BOM operation takes place. It is useful to calculate the direct cost of the product. Manufacturing > Workstation Work Order A document signaling production (manufacture) of a particular Item with specified quantities. Manufacturing > Work Order Production Planning Tool A tool for automatic creation of Work Orders and Purchase Requests based on Open Sales Orders in a given period. Manufacturing > Production Planning Tool Website Blog Post A short article that appears in the “Blog” section of the website generated from the ERPNext website module. Blog is a short form of “Web Log”. Website > Blog Post Web Page A web page with a unique URL (web address) on the website generated from ERPNext. Website > Web Page Setup / Customization Custom Field A user defined field on a form / table. Setup > Customize ERPNext > Custom Field Global Defaults This is the section where you set default values for various parameters of the system. Setup > Data > Global Defaults Print Heading A title that can be set on a transaction just for printing. For example, you want to print a Quotation with a title “Proposal” or “Pro forma Invoice”. Setup > Branding and Printing > Print Headings Terms and Conditions Text of your terms of contract. In Sales/Purchase transactions there might be certain Terms and Conditions based on which the Supplier provides goods or services to the Customer. You can apply the Terms and Conditions to transactions and they will appear when printing the document. To know about Terms and Conditions, click here Selling > Setup > Terms and Conditions Unit of Measure (UOM) How quantity is measured for an Item. E.g., Kg, No., Pair, Packet, etc. Stock > Setup > UOM

# Concepts and Terms Edit Page New Page Revisions Page Settings Before you start implementation, lets get familiar with the terminology that is used and some basic concepts in ERPNext. * * * ### Basic Concepts #### Company This represents the Company records for which ERPNext is setup. With this same setup, you can create multiple Company records, each representing a different legal entity. The accounting for each Company will be different, but they will share the Customer, Supplier and Item records. > Setup > Company #### Customer Represents a customer. A Customer can be an individual or an organization. You can create multiple Contacts and Addresses for each Customer. > Selling > Customer #### Supplier Represents a supplier of goods or services. Your telephone company is a Supplier, so is your raw materials Supplier. Again, a Supplier can be an individual or an organization and has multiple Contacts and Addresses. > Buying > Supplier #### Item A Product, sub-product or Service that is either bought, sold or manufactured and is uniquely identified. > Stock > Item #### Account An Account is a heading under which financial and business transactions are carried on. Examples of accounts are "Debtors", "Creditors", "VAT Payable", “Travel Expenses”, "Sales", "Share Capital", etc. ERPNext keeps track of your customers' and suppliers' balances in the background, so you don't need to create dedicated Accounts for them. > Accounting > Chart of Accounts #### Address An address represents location details of a Customer or Supplier. These can be of different locations such as Head Office, Factory, Warehouse, Shop etc. > Selling > Address #### Contact An individual Contact belongs to a Customer or Supplier or is just an independent. A Contact has a name and contact details like email and phone number. > Selling > Contact #### Communication A list of all Communication with a Contact or Lead. All emails sent from the system are added to the Communication table. > Support > Communication #### Price List A Price List is a place where different rate plans can be stored. It’s a name you give to a set of Item Prices stored under a particular List. > Selling > Price List > Buying > Price List * * * ### Accounting #### Fiscal Year Represents a Financial Year or Accounting Year. You can operate multiple Fiscal Years at the same time. Each Fiscal Year has a start date and an end date and transactions can only be recorded in this period. When you “close” a fiscal year, it's balances are transferred as “opening” balances for the next fiscal year. > Setup > Company > Fiscal Year #### Cost Center A Cost Center is like an Account, but the only difference is that its structure represents your business more closely than Accounts. For example, in your Chart of Accounts, you can separate your expenses by its type (i.e., travel, marketing, etc.). In your Chart of Cost Centers, you can separate them by product line or business group (e.g., online sales, retail sales, etc.). > Accounting > Chart of Cost Centers #### Journal Entry A document that contains General Ledger (GL) entries and the sum of Debits and Credits of those entries is the same. In ERPNext you can update Payments, Returns, etc., using Journal Entries. > Accounting > Journal Entry #### Sales Invoice A bill sent to Customers for delivery of Items (goods or services). > Accounting > Sales Invoice #### Purchase Invoice A bill sent by a Supplier for delivery of Items (goods or services). > Accounting > Purchase Invoice #### Currency ERPNext allows you to book transactions in multiple currencies. There is only one currency for your book of accounts though. While posting your Invoices with payments in different currencies, the amount is converted to the default currency by the specified conversion rate. > Setup > Currency * * * ### Selling #### Customer Group A classification of Customers, usually based on market segment. > Selling > Setup > Customer Group #### Lead A person who could be a future source of business. A Lead may generate Opportunities. (from: “may lead to a sale”). > CRM > Lead #### Opportunity A potential sale. (from: “opportunity for a business”). > CRM > Opportunity #### Quotation Customer's request to price an item or service. > Selling > Quotation #### Sales Order A note confirming the terms of delivery and price of an Item (product or service) by the Customer. Deliveries, Work Orders and Invoices are made on basis of Sales Orders. > Selling > Sales Order #### Territory A geographical area classification for sales management. You can set targets for Territories and each sale is linked to a Territory. > Selling > Setup > Territory #### Sales Partner A third party distributer / dealer / affiliate / commission agent who sells the company’s products usually for a commission. > Selling > Setup > Sales Partner #### Sales Person Someone who pitches to the Customer and closes deals. You can set targets for Sales Persons and tag them in transactions. > Selling > Setup > Sales Person * * * ### Buying #### Purchase Order A contract given to a Supplier to deliver the specified Items at the specified cost, quantity, dates and other terms. > Buying > Purchase Order #### Material Request A request made by a system User, or automatically generated by ERPNext based on reorder level or projected quantity in Production Plan for purchasing a set of Items. > Buying > Material Request * * * ### Stock (Inventory) #### Warehouse A logical Warehouse against which stock entries are made. > Stock > Warehouse #### Stock Entry Material transfer from a Warehouse, to a Warehouse or from one Warehouse to another. > Stock > Stock Entry #### Delivery Note A list of Items with quantities for shipment. A Delivery Note will reduce the stock of Items for the Warehouse from where you ship. A Delivery Note is usually made against a Sales Order. > Stock > Delivery Note #### Purchase Receipt A note stating that a particular set of Items were received from the Supplier, most likely against a Purchase Order. > Stock > Purchase Receipt #### Serial Number A unique number given to a particular unit of an Item. > Stock > Serial Number #### Batch A number given to a group of units of a particular Item that may be purchased or manufactured in a group. > Stock > Batch #### Stock Ledger Entry A unified table for all material movement from one warehouse to another. This is the table that is updated when a Stock Entry, Delivery Note, Purchase Receipt, and Sales Invoice (POS) is made. #### Stock Reconciliation Update Stock of multiple Items from a spreadsheet (CSV) file. > Stock > Stock Reconciliation #### Quality Inspection A note prepared to record certain parameters of an Item at the time of Receipt from Supplier, or Delivery to Customer. > Stock > Quality Inspection #### Item Group A classification of Item. > Stock > Setup > Item Group * * * ### Human Resource Management #### Employee Record of a person who has been in present or past, in the employment of the company. > Human Resources > Employee #### Leave Application A record of an approved or rejected request for leave. > Human Resource > Leave Application #### Leave Type A type of leave (e.g., Sick Leave, Maternity Leave, etc.). > Human Resource > Leave and Attendance > Leave Type #### Payroll Entry A tool that helps in creation of multiple Salary Slips for Employees. > Human Resource > Payroll Entry #### Salary Slip A record of the monthly salary given to an Employee. > Human Resource > Salary Slip #### Salary Structure A template identifying all the components of an Employees' salary (earnings), tax and other social security deductions. > Human Resource > Salary and Payroll > Salary Structure #### Appraisal A record of the performance of an Employee over a specified period based on certain parameters. > Human Resources > Appraisal #### Appraisal Template A template recording the different parameters of an Employees' performance and their weightage for a particular role. > Human Resources > Employee Setup > Appraisal Template #### Attendance A record indicating presence or absence of an Employee on a particular day. > Human Resources > Attendance * * * ### Manufacturing #### Bill of Materials (BOM) A list of Operations and Items with their quantities, that are required to produce another Item. A Bill of Materials (BOM) is used to plan purchases and do product costing. > Manufacturing > BOM #### Workstation A place where a BOM operation takes place. It is useful to calculate the direct cost of the product. > Manufacturing > Workstation #### Work Order A document signaling production (manufacture) of a particular Item with specified quantities. > Manufacturing > Work Order #### Production Planning Tool A tool for automatic creation of Work Orders and Purchase Requests based on Open Sales Orders in a given period. > Manufacturing > Production Planning Tool * * * ### Website #### Blog Post A short article that appears in the “Blog” section of the website generated from the ERPNext website module. Blog is a short form of “Web Log”. > Website > Blog Post #### Web Page A web page with a unique URL (web address) on the website generated from ERPNext. > Website > Web Page * * * ### Setup / Customization #### Custom Field A user defined field on a form / table. > Setup > Customize ERPNext > Custom Field #### Global Defaults This is the section where you set default values for various parameters of the system. > Setup > Data > Global Defaults #### Print Heading A title that can be set on a transaction just for printing. For example, you want to print a Quotation with a title “Proposal” or “Pro forma Invoice”. > Setup > Branding and Printing > Print Headings #### Terms and Conditions Text of your terms of contract. In Sales/Purchase transactions there might be certain Terms and Conditions based on which the Supplier provides goods or services to the Customer. You can apply the Terms and Conditions to transactions and they will appear when printing the document. To know about Terms and Conditions, [click here](/docs/v13/user/manual/en/setting- up/print/terms-and-conditions) > Selling > Setup > Terms and Conditions #### Unit of Measure (UOM) How quantity is measured for an Item. E.g., Kg, No., Pair, Packet, etc. > Stock > Setup > UOM ##### Concepts and Terms raffael_meyer edited 3 years ago × Before you start implementation, lets get familiar with the terminology that is used and some basic concepts in ERPNext. * * * ### Basic Concepts #### Company This represents the Company records for which ERPNext is setup. With this same setup, you can create multiple Company records, each representing a different legal entity. The accounting for each Company will be different, but they will share the Customer, Supplier and Item records. > Setup > Company #### Customer Represents a customer. A Customer can be an individual or an organization. You can create multiple Contacts and Addresses for each Customer. > Selling > Customer #### Supplier Represents a supplier of goods or services. Your telephone company is a Supplier, so is your raw materials Supplier. Again, a Supplier can be an individual or an organization and has multiple Contacts and Addresses. > Buying > Supplier #### Item A Product, sub-product or Service that is either bought, sold or manufactured and is uniquely identified. > Stock > Item #### Account An Account is a heading under which financial and business transactions are carried on. For example, “Travel Expense” is an account, “Customer Zoe”, “Supplier Mae” are accounts. ERPNext creates accounts for Customers and Suppliers automatically. > Accounting > Chart of Accounts #### Address An address represents location details of a Customer or Supplier. These can be of different locations such as Head Office, Factory, Warehouse, Shop etc. > Selling > Address #### Contact An individual Contact belongs to a Customer or Supplier or is just an independent. A Contact has a name and contact details like email and phone number. > Selling > Contact #### Communication A list of all Communication with a Contact or Lead. All emails sent from the system are added to the Communication table. > Support > Communication #### Price List A Price List is a place where different rate plans can be stored. It’s a name you give to a set of Item Prices stored under a particular List. > Selling > Price List > Buying > Price List * * * ### Accounting #### Fiscal Year Represents a Financial Year or Accounting Year. You can operate multiple Fiscal Years at the same time. Each Fiscal Year has a start date and an end date and transactions can only be recorded in this period. When you “close” a fiscal year, it's balances are transferred as “opening” balances for the next fiscal year. > Setup > Company > Fiscal Year #### Cost Center A Cost Center is like an Account, but the only difference is that its structure represents your business more closely than Accounts. For example, in your Chart of Accounts, you can separate your expenses by its type (i.e., travel, marketing, etc.). In your Chart of Cost Centers, you can separate them by product line or business group (e.g., online sales, retail sales, etc.). > Accounting > Chart of Cost Centers #### Journal Entry A document that contains General Ledger (GL) entries and the sum of Debits and Credits of those entries is the same. In ERPNext you can update Payments, Returns, etc., using Journal Entries. > Accounting > Journal Entry #### Sales Invoice A bill sent to Customers for delivery of Items (goods or services). > Accounting > Sales Invoice #### Purchase Invoice A bill sent by a Supplier for delivery of Items (goods or services). > Accounting > Purchase Invoice #### Currency ERPNext allows you to book transactions in multiple currencies. There is only one currency for your book of accounts though. While posting your Invoices with payments in different currencies, the amount is converted to the default currency by the specified conversion rate. > Setup > Currency * * * ### Selling #### Customer Group A classification of Customers, usually based on market segment. > Selling > Setup > Customer Group #### Lead A person who could be a future source of business. A Lead may generate Opportunities. (from: “may lead to a sale”). > CRM > Lead #### Opportunity A potential sale. (from: “opportunity for a business”). > CRM > Opportunity #### Quotation Customer's request to price an item or service. > Selling > Quotation #### Sales Order A note confirming the terms of delivery and price of an Item (product or service) by the Customer. Deliveries, Work Orders and Invoices are made on basis of Sales Orders. > Selling > Sales Order #### Territory A geographical area classification for sales management. You can set targets for Territories and each sale is linked to a Territory. > Selling > Setup > Territory #### Sales Partner A third party distributer / dealer / affiliate / commission agent who sells the company’s products usually for a commission. > Selling > Setup > Sales Partner #### Sales Person Someone who pitches to the Customer and closes deals. You can set targets for Sales Persons and tag them in transactions. > Selling > Setup > Sales Person * * * ### Buying #### Purchase Order A contract given to a Supplier to deliver the specified Items at the specified cost, quantity, dates and other terms. > Buying > Purchase Order #### Material Request A request made by a system User, or automatically generated by ERPNext based on reorder level or projected quantity in Production Plan for purchasing a set of Items. > Buying > Material Request * * * ### Stock (Inventory) #### Warehouse A logical Warehouse against which stock entries are made. > Stock > Warehouse #### Stock Entry Material transfer from a Warehouse, to a Warehouse or from one Warehouse to another. > Stock > Stock Entry #### Delivery Note A list of Items with quantities for shipment. A Delivery Note will reduce the stock of Items for the Warehouse from where you ship. A Delivery Note is usually made against a Sales Order. > Stock > Delivery Note #### Purchase Receipt A note stating that a particular set of Items were received from the Supplier, most likely against a Purchase Order. > Stock > Purchase Receipt #### Serial Number A unique number given to a particular unit of an Item. > Stock > Serial Number #### Batch A number given to a group of units of a particular Item that may be purchased or manufactured in a group. > Stock > Batch #### Stock Ledger Entry A unified table for all material movement from one warehouse to another. This is the table that is updated when a Stock Entry, Delivery Note, Purchase Receipt, and Sales Invoice (POS) is made. #### Stock Reconciliation Update Stock of multiple Items from a spreadsheet (CSV) file. > Stock > Stock Reconciliation #### Quality Inspection A note prepared to record certain parameters of an Item at the time of Receipt from Supplier, or Delivery to Customer. > Stock > Quality Inspection #### Item Group A classification of Item. > Stock > Setup > Item Group * * * ### Human Resource Management #### Employee Record of a person who has been in present or past, in the employment of the company. > Human Resources > Employee #### Leave Application A record of an approved or rejected request for leave. > Human Resource > Leave Application #### Leave Type A type of leave (e.g., Sick Leave, Maternity Leave, etc.). > Human Resource > Leave and Attendance > Leave Type #### Payroll Entry A tool that helps in creation of multiple Salary Slips for Employees. > Human Resource > Payroll Entry #### Salary Slip A record of the monthly salary given to an Employee. > Human Resource > Salary Slip #### Salary Structure A template identifying all the components of an Employees' salary (earnings), tax and other social security deductions. > Human Resource > Salary and Payroll > Salary Structure #### Appraisal A record of the performance of an Employee over a specified period based on certain parameters. > Human Resources > Appraisal #### Appraisal Template A template recording the different parameters of an Employees' performance and their weightage for a particular role. > Human Resources > Employee Setup > Appraisal Template #### Attendance A record indicating presence or absence of an Employee on a particular day. > Human Resources > Attendance * * * ### Manufacturing #### Bill of Materials (BOM) A list of Operations and Items with their quantities, that are required to produce another Item. A Bill of Materials (BOM) is used to plan purchases and do product costing. > Manufacturing > BOM #### Workstation A place where a BOM operation takes place. It is useful to calculate the direct cost of the product. > Manufacturing > Workstation #### Work Order A document signaling production (manufacture) of a particular Item with specified quantities. > Manufacturing > Work Order #### Production Planning Tool A tool for automatic creation of Work Orders and Purchase Requests based on Open Sales Orders in a given period. > Manufacturing > Production Planning Tool * * * ### Website #### Blog Post A short article that appears in the “Blog” section of the website generated from the ERPNext website module. Blog is a short form of “Web Log”. > Website > Blog Post #### Web Page A web page with a unique URL (web address) on the website generated from ERPNext. > Website > Web Page * * * ### Setup / Customization #### Custom Field A user defined field on a form / table. > Setup > Customize ERPNext > Custom Field #### Global Defaults This is the section where you set default values for various parameters of the system. > Setup > Data > Global Defaults #### Print Heading A title that can be set on a transaction just for printing. For example, you want to print a Quotation with a title “Proposal” or “Pro forma Invoice”. > Setup > Branding and Printing > Print Headings #### Terms and Conditions Text of your terms of contract. In Sales/Purchase transactions there might be certain Terms and Conditions based on which the Supplier provides goods or services to the Customer. You can apply the Terms and Conditions to transactions and they will appear when printing the document. To know about Terms and Conditions, [click here](/docs/v13/user/manual/en/setting- up/print/terms-and-conditions) > Selling > Setup > Terms and Conditions #### Unit of Measure (UOM) How quantity is measured for an Item. E.g., Kg, No., Pair, Packet, etc. > Stock > Setup > UOM {next} Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Implementation Strategy

https://docs.erpnext.com/docs/user/manual/en/implementation-strategy

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Implementation Strategy</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Implementing an Enterprise Resource Planning (ERP) system such as ERPNext is a critical endeavor that can transform the way your organization operates, streamlining processes, enhancing productivity, and fostering growth. To ensure the seamless integration of ERPNext into your enterprise, it's imperative to devise a comprehensive implementation strategy. While ERPNext offers a user-friendly interface and extensive documentation, engaging a certified implementation partner can significantly enhance your chances of a successful deployment.</p><h3>The Implementation Strategy for enterprises </h3><p>While ERPNext provides comprehensive documentation and resources for self-implementation, enterprise-wide deployments often involve intricate processes and configurations that may go beyond the scope of standard documentation. To create a robust implementation strategy that ensures the success of your ERPNext deployment, consider the following steps:</p><ol><li><p><strong>Needs Assessment</strong>: Work closely with your chosen certified implementation partner to thoroughly assess your organization's needs and challenges. Identify key pain points, process bottlenecks, and strategic goals that the ERP system should address.</p></li><li><p><strong>Customization and Configuration</strong>: Leverage the expertise of your implementation partner to customize and configure ERPNext according to your business requirements. This includes mapping existing workflows onto the new system and designing user interfaces that enhance user experience.</p></li><li><p><strong>Data Migration and Integration</strong>: Collaborate with your partner to plan and execute a seamless data migration from your legacy systems to ERPNext. Ensure that integration with other systems is thoroughly tested to maintain data integrity.</p></li><li><p><strong>Change Management and Training</strong>: Engage your certified partner to develop a comprehensive change management strategy. They can help you train your employees to use the new system effectively, minimizing resistance to change.</p></li><li><p><strong>Testing and Quality Assurance</strong>: Work closely with your partner to conduct thorough testing of the ERPNext implementation. Identify and rectify any issues before rolling out the system to the entire organization.</p></li><li><p><strong>Go-Live and Post-Implementation Support</strong>: With the assistance of your implementation partner, execute a controlled go-live process. Post-implementation, your partner should provide ongoing support to ensure the system's stability and optimal performance.</p></li></ol><h3>The Role of an Implementation Partner </h3><p>An implementation partner is a certified professional or firm with in-depth knowledge of ERPNext's functionalities, deployment practices, and industry best practices. Collaborating with an experienced implementation partner can bring numerous benefits to your ERP implementation journey:</p><ol><li><p><strong>Expertise and Experience</strong>: Certified implementation partners possess the expertise and experience necessary to understand your organization's unique needs and tailor ERPNext accordingly. Their insights into industry-specific challenges, coupled with their knowledge of ERPNext's capabilities, enable them to design solutions that align with your business objectives.</p></li><li><p><strong>Efficient Project Management</strong>: An experienced partner can streamline the implementation process, defining clear milestones, timelines, and objectives. Their project management skills ensure that the implementation stays on track, reducing the risk of delays and cost overruns.</p></li><li><p><strong>Customization and Integration</strong>: ERPNext is a versatile system that can be customized to suit your enterprise's requirements. A certified partner can effectively customize the platform while integrating it with existing systems, ensuring a seamless flow of information across your organization.</p></li><li><p><strong>Training and Change Management</strong>: Successful ERP implementation is not just about technology; it's also about managing the organizational change that comes with it. A certified partner can provide comprehensive training to your teams, helping them adapt to the new system smoothly.</p></li><li><p><strong>Ongoing Support</strong>: Post-implementation support is crucial for maintaining system functionality and addressing any issues that may arise. A certified partner can offer ongoing support and updates, safeguarding your investment in the long run.</p></li><li><p><strong>Risk Mitigation</strong>: ERP implementations can be complex and fraught with challenges. Engaging a certified partner can help mitigate risks by identifying potential issues early and implementing proactive solutions.</p></li></ol><p>Before you start managing your Operations in ERPNext, you must first become familiar with the system and the terms used. For this, we recommend implementation should happen in two phases.</p><ul><li><p>A <strong>Test Phase</strong>, where you enter dummy records representing your day-to-day transactions, and a <strong>Live Phase</strong>, where we start entering live data.</p></li></ul><h3>Test Phase</h3><ul><li><p>Read the Manual</p></li><li><p>Create a free account at <a href="https://erpnext.com" rel="noopener noreferrer nofollow" target="_blank">https://erpnext.com</a> (the easiest way to experiment).</p></li><li><p>Create your first Customer, Supplier and Item. Add a few more so you get familiar with them.</p></li><li><p>Create Customer Groups, Item Groups, Warehouses, Supplier Groups, so that you can classify your Items.</p></li><li><p>Complete a standard sales cycle - Lead &gt; Opportunity &gt; Quotation &gt; Sales Order &gt; Delivery Note &gt; Sales Invoice &gt; Payment (Journal Entry)</p></li><li><p>Complete a standard purchase cycle - Material Request &gt; Purchase Order &gt; Purchase Receipt &gt; Payment (Journal Entry).</p></li><li><p>Complete a manufacturing cycle (if applicable) - BOM &gt; Production Planning Tool &gt; Work Order &gt; Material Issue</p></li><li><p>Replicate a real-life scenario into the system.</p></li><li><p>Create custom fields, print formats, etc as required.</p></li></ul><h3>Live Phase</h3><p>Once you are familiar with ERPNext, start entering your live data!</p><ul><li><p>Clean up the account of test data or better, start a fresh install.</p></li><li><p>If you just want to clear your transactions and not your master data like Item, Customer, Supplier, BOM etc, you can click delete the transactions of your Company and start fresh. To do so, open the Company Record via Accounting &gt; Accounting Masters &gt; Company and delete your Company's transactions by clicking on the <strong>Delete Company Transactions</strong> button at the bottom of the Company Form.</p></li><li><p>You can also setup a new account at <a href="https://erpnext.com" rel="noopener noreferrer nofollow" target="_blank">https://erpnext.com</a>, and use the 14-day free trial. <a href="getting-started-with-erpnext" rel="noopener noreferrer nofollow" target="_blank">Find out more ways of deploying ERPNext</a></p></li><li><p>Setup all the modules with Customer Groups, Item Groups, Warehouses, BOMs etc.</p></li><li><p>Import Customers, Suppliers, Items, Contacts and Addresses using Data Import Tool.</p></li><li><p>Import opening stock using Stock Reconciliation Tool.</p></li><li><p>Create opening accounting entries via Journal Entry and create outstanding Sales Invoices and Purchase Invoices.</p></li><li><p>If you need help, <a href="https://erpnext.com/pricing" rel="noopener noreferrer nofollow" target="_blank">you can buy support</a> or <a href="https://discuss.erpnext.com" rel="noopener noreferrer nofollow" target="_blank">ask in the user forum</a>.</p></li></ul></div> </div> <input value="a01c61ce8d" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Implementation Strategy</h5> <span class="small text-muted revision-time">Administrator edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>Implementing an Enterprise Resource Planning (ERP) system such as ERPNext is a critical endeavor that can transform the way your organization operates, streamlining processes, enhancing productivity, and fostering growth. To ensure the seamless integration of ERPNext into your enterprise, it's imperative to devise a comprehensive implementation strategy. While ERPNext offers a user-friendly interface and extensive documentation, engaging a certified implementation partner can significantly enhance your chances of a successful deployment.</p><h3>The Implementation Strategy for enterprises </h3><p>While ERPNext provides comprehensive documentation and resources for self-implementation, enterprise-wide deployments often involve intricate processes and configurations that may go beyond the scope of standard documentation. To create a robust implementation strategy that ensures the success of your ERPNext deployment, consider the following steps:</p><ol><li><p><strong>Needs Assessment</strong>: Work closely with your chosen certified implementation partner to thoroughly assess your organization's needs and challenges. Identify key pain points, process bottlenecks, and strategic goals that the ERP system should address.</p></li><li><p><strong>Customization and Configuration</strong>: Leverage the expertise of your implementation partner to customize and configure ERPNext according to your business requirements. This includes mapping existing workflows onto the new system and designing user interfaces that enhance user experience.</p></li><li><p><strong>Data Migration and Integration</strong>: Collaborate with your partner to plan and execute a seamless data migration from your legacy systems to ERPNext. Ensure that integration with other systems is thoroughly tested to maintain data integrity.</p></li><li><p><strong>Change Management and Training</strong>: Engage your certified partner to develop a comprehensive change management strategy. They can help you train your employees to use the new system effectively, minimizing resistance to change.</p></li><li><p><strong>Testing and Quality Assurance</strong>: Work closely with your partner to conduct thorough testing of the ERPNext implementation. Identify and rectify any issues before rolling out the system to the entire organization.</p></li><li><p><strong>Go-Live and Post-Implementation Support</strong>: With the assistance of your implementation partner, execute a controlled go-live process. Post-implementation, your partner should provide ongoing support to ensure the system's stability and optimal performance.</p></li></ol><h3>The Role of an Implementation Partner </h3><p>An implementation partner is a certified professional or firm with in-depth knowledge of ERPNext's functionalities, deployment practices, and industry best practices. Collaborating with an experienced implementation partner can bring numerous benefits to your ERP implementation journey:</p><ol><li><p><strong>Expertise and Experience</strong>: Certified implementation partners possess the expertise and experience necessary to understand your organization's unique needs and tailor ERPNext accordingly. Their insights into industry-specific challenges, coupled with their knowledge of ERPNext's capabilities, enable them to design solutions that align with your business objectives.</p></li><li><p><strong>Efficient Project Management</strong>: An experienced partner can streamline the implementation process, defining clear milestones, timelines, and objectives. Their project management skills ensure that the implementation stays on track, reducing the risk of delays and cost overruns.</p></li><li><p><strong>Customization and Integration</strong>: ERPNext is a versatile system that can be customized to suit your enterprise's requirements. A certified partner can effectively customize the platform while integrating it with existing systems, ensuring a seamless flow of information across your organization.</p></li><li><p><strong>Training and Change Management</strong>: Successful ERP implementation is not just about technology; it's also about managing the organizational change that comes with it. A certified partner can provide comprehensive training to your teams, helping them adapt to the new system smoothly.</p></li><li><p><strong>Ongoing Support</strong>: Post-implementation support is crucial for maintaining system functionality and addressing any issues that may arise. A certified partner can offer ongoing support and updates, safeguarding your investment in the long run.</p></li><li><p><strong>Risk Mitigation</strong>: ERP implementations can be complex and fraught with challenges. Engaging a certified partner can help mitigate risks by identifying potential issues early and implementing proactive solutions.</p></li></ol><p>Before you start managing your Operations in ERPNext, you must first become familiar with the system and the terms used. For this, we recommend implementation should happen in two phases.</p><ul><li><p>A <strong>Test Phase</strong>, where you enter dummy records representing your day-to-day transactions, and a <strong>Live Phase</strong>, where we start entering live data.</p></li></ul><h3>Test Phase</h3><ul><li><p>Read the Manual</p></li><li><p>Create a free account at <a target="_blank" rel="noopener noreferrer nofollow" href="https://erpnext.com">https://erpnext.com</a> (the easiest way to experiment).</p></li><li><p>Create your first Customer, Supplier and Item. Add a few more so you get familiar with them.</p></li><li><p>Create Customer Groups, Item Groups, Warehouses, Supplier Groups, so that you can classify your Items.</p></li><li><p>Complete a standard sales cycle - Lead &gt; Opportunity &gt; Quotation &gt; Sales Order &gt; Delivery Note &gt; Sales Invoice &gt; Payment (Journal Entry)</p></li><li><p>Complete a standard purchase cycle - Material Request &gt; Purchase Order &gt; Purchase Receipt &gt; Payment (Journal Entry).</p></li><li><p>Complete a manufacturing cycle (if applicable) - BOM &gt; Production Planning Tool &gt; Work Order &gt; Material Issue</p></li><li><p>Replicate a real-life scenario into the system.</p></li><li><p>Create custom fields, print formats, etc as required.</p></li></ul><h3>Live Phase</h3><p>Once you are familiar with ERPNext, start entering your live data!</p><ul><li><p>Clean up the account of test data or better, start a fresh install.</p></li><li><p>If you just want to clear your transactions and not your master data like Item, Customer, Supplier, BOM etc, you can click delete the transactions of your Company and start fresh. To do so, open the Company Record via Accounting &gt; Accounting Masters &gt; Company and delete your Company's transactions by clicking on the <strong>Delete Company Transactions</strong> button at the bottom of the Company Form.</p></li><li><p>You can also setup a new account at <a target="_blank" rel="noopener noreferrer nofollow" href="https://erpnext.com">https://erpnext.com</a>, and use the 14-day free trial. <a target="_blank" rel="noopener noreferrer nofollow" href="getting-started-with-erpnext">Find out more ways of deploying ERPNext</a></p></li><li><p>Setup all the modules with Customer Groups, Item Groups, Warehouses, BOMs etc.</p></li><li><p>Import Customers, Suppliers, Items, Contacts and Addresses using Data Import Tool.</p></li><li><p>Import opening stock using Stock Reconciliation Tool.</p></li><li><p>Create opening accounting entries via Journal Entry and create outstanding Sales Invoices and Purchase Invoices.</p></li><li><p>If you need help, <a target="_blank" rel="noopener noreferrer nofollow" href="https://erpnext.com/pricing">you can buy support</a> or <a target="_blank" rel="noopener noreferrer nofollow" href="https://discuss.erpnext.com">ask in the user forum</a>.</p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/implementation-strategy" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Implementation Strategy Implementing an Enterprise Resource Planning (ERP) system such as ERPNext is a critical endeavor that can transform the way your organization operates, streamlining processes, enhancing productivity, and fostering growth. To ensure the seamless integration of ERPNext into your enterprise, it's imperative to devise a comprehensive implementation strategy. While ERPNext offers a user-friendly interface and extensive documentation, engaging a certified implementation partner can significantly enhance your chances of a successful deployment. The Implementation Strategy for enterprises While ERPNext provides comprehensive documentation and resources for self-implementation, enterprise-wide deployments often involve intricate processes and configurations that may go beyond the scope of standard documentation. To create a robust implementation strategy that ensures the success of your ERPNext deployment, consider the following steps: Needs Assessment: Work closely with your chosen certified implementation partner to thoroughly assess your organization's needs and challenges. Identify key pain points, process bottlenecks, and strategic goals that the ERP system should address. Customization and Configuration: Leverage the expertise of your implementation partner to customize and configure ERPNext according to your business requirements. This includes mapping existing workflows onto the new system and designing user interfaces that enhance user experience. Data Migration and Integration: Collaborate with your partner to plan and execute a seamless data migration from your legacy systems to ERPNext. Ensure that integration with other systems is thoroughly tested to maintain data integrity. Change Management and Training: Engage your certified partner to develop a comprehensive change management strategy. They can help you train your employees to use the new system effectively, minimizing resistance to change. Testing and Quality Assurance: Work closely with your partner to conduct thorough testing of the ERPNext implementation. Identify and rectify any issues before rolling out the system to the entire organization. Go-Live and Post-Implementation Support: With the assistance of your implementation partner, execute a controlled go-live process. Post-implementation, your partner should provide ongoing support to ensure the system's stability and optimal performance. The Role of an Implementation Partner An implementation partner is a certified professional or firm with in-depth knowledge of ERPNext's functionalities, deployment practices, and industry best practices. Collaborating with an experienced implementation partner can bring numerous benefits to your ERP implementation journey: Expertise and Experience: Certified implementation partners possess the expertise and experience necessary to understand your organization's unique needs and tailor ERPNext accordingly. Their insights into industry-specific challenges, coupled with their knowledge of ERPNext's capabilities, enable them to design solutions that align with your business objectives. Efficient Project Management: An experienced partner can streamline the implementation process, defining clear milestones, timelines, and objectives. Their project management skills ensure that the implementation stays on track, reducing the risk of delays and cost overruns. Customization and Integration: ERPNext is a versatile system that can be customized to suit your enterprise's requirements. A certified partner can effectively customize the platform while integrating it with existing systems, ensuring a seamless flow of information across your organization. Training and Change Management: Successful ERP implementation is not just about technology; it's also about managing the organizational change that comes with it. A certified partner can provide comprehensive training to your teams, helping them adapt to the new system smoothly. Ongoing Support: Post-implementation support is crucial for maintaining system functionality and addressing any issues that may arise. A certified partner can offer ongoing support and updates, safeguarding your investment in the long run. Risk Mitigation: ERP implementations can be complex and fraught with challenges. Engaging a certified partner can help mitigate risks by identifying potential issues early and implementing proactive solutions. Before you start managing your Operations in ERPNext, you must first become familiar with the system and the terms used. For this, we recommend implementation should happen in two phases. A Test Phase, where you enter dummy records representing your day-to-day transactions, and a Live Phase, where we start entering live data. Test Phase Read the Manual Create a free account at https://erpnext.com (the easiest way to experiment). Create your first Customer, Supplier and Item. Add a few more so you get familiar with them. Create Customer Groups, Item Groups, Warehouses, Supplier Groups, so that you can classify your Items. Complete a standard sales cycle - Lead > Opportunity > Quotation > Sales Order > Delivery Note > Sales Invoice > Payment (Journal Entry) Complete a standard purchase cycle - Material Request > Purchase Order > Purchase Receipt > Payment (Journal Entry). Complete a manufacturing cycle (if applicable) - BOM > Production Planning Tool > Work Order > Material Issue Replicate a real-life scenario into the system. Create custom fields, print formats, etc as required. Live Phase Once you are familiar with ERPNext, start entering your live data! Clean up the account of test data or better, start a fresh install. If you just want to clear your transactions and not your master data like Item, Customer, Supplier, BOM etc, you can click delete the transactions of your Company and start fresh. To do so, open the Company Record via Accounting > Accounting Masters > Company and delete your Company's transactions by clicking on the Delete Company Transactions button at the bottom of the Company Form. You can also setup a new account at https://erpnext.com, and use the 14-day free trial. Find out more ways of deploying ERPNext Setup all the modules with Customer Groups, Item Groups, Warehouses, BOMs etc. Import Customers, Suppliers, Items, Contacts and Addresses using Data Import Tool. Import opening stock using Stock Reconciliation Tool. Create opening accounting entries via Journal Entry and create outstanding Sales Invoices and Purchase Invoices. If you need help, you can buy support or ask in the user forum.

# Implementation Strategy Edit Page New Page Revisions Page Settings Implementing an Enterprise Resource Planning (ERP) system such as ERPNext is a critical endeavor that can transform the way your organization operates, streamlining processes, enhancing productivity, and fostering growth. To ensure the seamless integration of ERPNext into your enterprise, it's imperative to devise a comprehensive implementation strategy. While ERPNext offers a user-friendly interface and extensive documentation, engaging a certified implementation partner can significantly enhance your chances of a successful deployment. ### The Implementation Strategy for enterprises While ERPNext provides comprehensive documentation and resources for self- implementation, enterprise-wide deployments often involve intricate processes and configurations that may go beyond the scope of standard documentation. To create a robust implementation strategy that ensures the success of your ERPNext deployment, consider the following steps: 1. **Needs Assessment** : Work closely with your chosen certified implementation partner to thoroughly assess your organization's needs and challenges. Identify key pain points, process bottlenecks, and strategic goals that the ERP system should address. 2. **Customization and Configuration** : Leverage the expertise of your implementation partner to customize and configure ERPNext according to your business requirements. This includes mapping existing workflows onto the new system and designing user interfaces that enhance user experience. 3. **Data Migration and Integration** : Collaborate with your partner to plan and execute a seamless data migration from your legacy systems to ERPNext. Ensure that integration with other systems is thoroughly tested to maintain data integrity. 4. **Change Management and Training** : Engage your certified partner to develop a comprehensive change management strategy. They can help you train your employees to use the new system effectively, minimizing resistance to change. 5. **Testing and Quality Assurance** : Work closely with your partner to conduct thorough testing of the ERPNext implementation. Identify and rectify any issues before rolling out the system to the entire organization. 6. **Go-Live and Post-Implementation Support** : With the assistance of your implementation partner, execute a controlled go-live process. Post-implementation, your partner should provide ongoing support to ensure the system's stability and optimal performance. ### The Role of an Implementation Partner An implementation partner is a certified professional or firm with in-depth knowledge of ERPNext's functionalities, deployment practices, and industry best practices. Collaborating with an experienced implementation partner can bring numerous benefits to your ERP implementation journey: 1. **Expertise and Experience** : Certified implementation partners possess the expertise and experience necessary to understand your organization's unique needs and tailor ERPNext accordingly. Their insights into industry-specific challenges, coupled with their knowledge of ERPNext's capabilities, enable them to design solutions that align with your business objectives. 2. **Efficient Project Management** : An experienced partner can streamline the implementation process, defining clear milestones, timelines, and objectives. Their project management skills ensure that the implementation stays on track, reducing the risk of delays and cost overruns. 3. **Customization and Integration** : ERPNext is a versatile system that can be customized to suit your enterprise's requirements. A certified partner can effectively customize the platform while integrating it with existing systems, ensuring a seamless flow of information across your organization. 4. **Training and Change Management** : Successful ERP implementation is not just about technology; it's also about managing the organizational change that comes with it. A certified partner can provide comprehensive training to your teams, helping them adapt to the new system smoothly. 5. **Ongoing Support** : Post-implementation support is crucial for maintaining system functionality and addressing any issues that may arise. A certified partner can offer ongoing support and updates, safeguarding your investment in the long run. 6. **Risk Mitigation** : ERP implementations can be complex and fraught with challenges. Engaging a certified partner can help mitigate risks by identifying potential issues early and implementing proactive solutions. Before you start managing your Operations in ERPNext, you must first become familiar with the system and the terms used. For this, we recommend implementation should happen in two phases. * A **Test Phase** , where you enter dummy records representing your day-to-day transactions, and a **Live Phase** , where we start entering live data. ### Test Phase * Read the Manual * Create a free account at <https://erpnext.com> (the easiest way to experiment). * Create your first Customer, Supplier and Item. Add a few more so you get familiar with them. * Create Customer Groups, Item Groups, Warehouses, Supplier Groups, so that you can classify your Items. * Complete a standard sales cycle - Lead > Opportunity > Quotation > Sales Order > Delivery Note > Sales Invoice > Payment (Journal Entry) * Complete a standard purchase cycle - Material Request > Purchase Order > Purchase Receipt > Payment (Journal Entry). * Complete a manufacturing cycle (if applicable) - BOM > Production Planning Tool > Work Order > Material Issue * Replicate a real-life scenario into the system. * Create custom fields, print formats, etc as required. ### Live Phase Once you are familiar with ERPNext, start entering your live data! * Clean up the account of test data or better, start a fresh install. * If you just want to clear your transactions and not your master data like Item, Customer, Supplier, BOM etc, you can click delete the transactions of your Company and start fresh. To do so, open the Company Record via Accounting > Accounting Masters > Company and delete your Company's transactions by clicking on the **Delete Company Transactions** button at the bottom of the Company Form. * You can also setup a new account at <https://erpnext.com>, and use the 14-day free trial. [Find out more ways of deploying ERPNext](getting-started-with-erpnext) * Setup all the modules with Customer Groups, Item Groups, Warehouses, BOMs etc. * Import Customers, Suppliers, Items, Contacts and Addresses using Data Import Tool. * Import opening stock using Stock Reconciliation Tool. * Create opening accounting entries via Journal Entry and create outstanding Sales Invoices and Purchase Invoices. * If you need help, [you can buy support](https://erpnext.com/pricing) or [ask in the user forum](https://discuss.erpnext.com). ##### Implementation Strategy Administrator edited 3 years ago × Implementing an Enterprise Resource Planning (ERP) system such as ERPNext is a critical endeavor that can transform the way your organization operates, streamlining processes, enhancing productivity, and fostering growth. To ensure the seamless integration of ERPNext into your enterprise, it's imperative to devise a comprehensive implementation strategy. While ERPNext offers a user-friendly interface and extensive documentation, engaging a certified implementation partner can significantly enhance your chances of a successful deployment. ### The Implementation Strategy for enterprises While ERPNext provides comprehensive documentation and resources for self- implementation, enterprise-wide deployments often involve intricate processes and configurations that may go beyond the scope of standard documentation. To create a robust implementation strategy that ensures the success of your ERPNext deployment, consider the following steps: 1. **Needs Assessment** : Work closely with your chosen certified implementation partner to thoroughly assess your organization's needs and challenges. Identify key pain points, process bottlenecks, and strategic goals that the ERP system should address. 2. **Customization and Configuration** : Leverage the expertise of your implementation partner to customize and configure ERPNext according to your business requirements. This includes mapping existing workflows onto the new system and designing user interfaces that enhance user experience. 3. **Data Migration and Integration** : Collaborate with your partner to plan and execute a seamless data migration from your legacy systems to ERPNext. Ensure that integration with other systems is thoroughly tested to maintain data integrity. 4. **Change Management and Training** : Engage your certified partner to develop a comprehensive change management strategy. They can help you train your employees to use the new system effectively, minimizing resistance to change. 5. **Testing and Quality Assurance** : Work closely with your partner to conduct thorough testing of the ERPNext implementation. Identify and rectify any issues before rolling out the system to the entire organization. 6. **Go-Live and Post-Implementation Support** : With the assistance of your implementation partner, execute a controlled go-live process. Post-implementation, your partner should provide ongoing support to ensure the system's stability and optimal performance. ### The Role of an Implementation Partner An implementation partner is a certified professional or firm with in-depth knowledge of ERPNext's functionalities, deployment practices, and industry best practices. Collaborating with an experienced implementation partner can bring numerous benefits to your ERP implementation journey: 1. **Expertise and Experience** : Certified implementation partners possess the expertise and experience necessary to understand your organization's unique needs and tailor ERPNext accordingly. Their insights into industry-specific challenges, coupled with their knowledge of ERPNext's capabilities, enable them to design solutions that align with your business objectives. 2. **Efficient Project Management** : An experienced partner can streamline the implementation process, defining clear milestones, timelines, and objectives. Their project management skills ensure that the implementation stays on track, reducing the risk of delays and cost overruns. 3. **Customization and Integration** : ERPNext is a versatile system that can be customized to suit your enterprise's requirements. A certified partner can effectively customize the platform while integrating it with existing systems, ensuring a seamless flow of information across your organization. 4. **Training and Change Management** : Successful ERP implementation is not just about technology; it's also about managing the organizational change that comes with it. A certified partner can provide comprehensive training to your teams, helping them adapt to the new system smoothly. 5. **Ongoing Support** : Post-implementation support is crucial for maintaining system functionality and addressing any issues that may arise. A certified partner can offer ongoing support and updates, safeguarding your investment in the long run. 6. **Risk Mitigation** : ERP implementations can be complex and fraught with challenges. Engaging a certified partner can help mitigate risks by identifying potential issues early and implementing proactive solutions. Before you start managing your Operations in ERPNext, you must first become familiar with the system and the terms used. For this, we recommend implementation should happen in two phases. * A **Test Phase** , where you enter dummy records representing your day-to-day transactions, and a **Live Phase** , where we start entering live data. ### Test Phase * Read the Manual * Create a free account at <https://erpnext.com> (the easiest way to experiment). * Create your first Customer, Supplier and Item. Add a few more so you get familiar with them. * Create Customer Groups, Item Groups, Warehouses, Supplier Groups, so that you can classify your Items. * Complete a standard sales cycle - Lead > Opportunity > Quotation > Sales Order > Delivery Note > Sales Invoice > Payment (Journal Entry) * Complete a standard purchase cycle - Material Request > Purchase Order > Purchase Receipt > Payment (Journal Entry). * Complete a manufacturing cycle (if applicable) - BOM > Production Planning Tool > Work Order > Material Issue * Replicate a real-life scenario into the system. * Create custom fields, print formats, etc as required. ### Live Phase Once you are familiar with ERPNext, start entering your live data! * Clean up the account of test data or better, start a fresh install. * If you just want to clear your transactions and not your master data like Item, Customer, Supplier, BOM etc, you can click delete the transactions of your Company and start fresh. To do so, open the Company Record via Accounting > Accounting Masters > Company and delete your Company's transactions by clicking on the **Delete Company Transactions** button at the bottom of the Company Form. * You can also setup a new account at <https://erpnext.com>, and use the 14-day free trial. [Find out more ways of deploying ERPNext](getting-started-with-erpnext) * Setup all the modules with Customer Groups, Item Groups, Warehouses, BOMs etc. * Import Customers, Suppliers, Items, Contacts and Addresses using Data Import Tool. * Import opening stock using Stock Reconciliation Tool. * Create opening accounting entries via Journal Entry and create outstanding Sales Invoices and Purchase Invoices. * If you need help, [you can buy support](https://erpnext.com/pricing) or [ask in the user forum](https://discuss.erpnext.com). Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Email Settings

https://docs.erpnext.com/docs/user/manual/en/email

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Email Settings</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>There is a process for configuring email in ERPNext that can greatly enhance communication and productivity within the system. By configuring your email settings, you can seamlessly send and receive emails directly from ERPNext which allows efficient correspondence with clients, suppliers, and team members in order to maintain transparency.</p><p>Additionally, the users can personalise email templates, set up auto-replies, and schedule email notifications, enhancing productivity and streamlining communication workflows within the ERP system.</p><ul><li><p><a href="docs/user/manual/en/email-domain" rel="noopener noreferrer nofollow" target="_blank">Email Domain</a></p></li><li><p><a href="docs/user/manual/en/email-account" rel="noopener noreferrer nofollow" target="_blank">Email Account</a></p></li><li><p><a href="docs/user/manual/en/email-template" rel="noopener noreferrer nofollow" target="_blank">Email Template</a></p></li><li><p><a href="docs/user/manual/en/email-digest" rel="noopener noreferrer nofollow" target="_blank">Email Digest</a></p></li><li><p><a href="docs/user/manual/en/newsletter" rel="noopener noreferrer nofollow" target="_blank">Newsletter</a></p></li><li><p><a href="docs/user/manual/en/notifications" rel="noopener noreferrer nofollow" target="_blank">Notification</a></p></li><li><p>Notification Settings</p></li><li><p><a href="docs/user/manual/en/auto-email-reports" rel="noopener noreferrer nofollow" target="_blank">Auto Email Report</a></p></li><li><p><a href="docs/user/manual/en/sending-email" rel="noopener noreferrer nofollow" target="_blank">Sending email from documents</a></p></li><li><p><a href="docs/user/manual/en/linking-emails-to-document" rel="noopener noreferrer nofollow" target="_blank">Linking email to documents</a></p></li></ul></div> </div> <input value="237fb7727b" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Email Settings</h5> <span class="small text-muted revision-time">pushkar edited 3 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>There is a process for configuring email in ERPNext that can greatly enhance communication and productivity within the system. By configuring your email settings, you can seamlessly send and receive emails directly from ERPNext which allows efficient correspondence with clients, suppliers, and team members in order to maintain transparency.</p><p>Additionally, the users can personalise email templates, set up auto-replies, and schedule email notifications, enhancing productivity and streamlining communication workflows within the ERP system.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/email-domain">Email Domain</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/email-account">Email Account</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/email-template">Email Template</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/email-digest">Email Digest</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/newsletter">Newsletter</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/notifications">Notification</a></p></li><li><p>Notification Settings</p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/auto-email-reports">Auto Email Report</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/sending-email">Sending email from documents</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/linking-emails-to-document">Linking email to documents</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/email" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Email Settings There is a process for configuring email in ERPNext that can greatly enhance communication and productivity within the system. By configuring your email settings, you can seamlessly send and receive emails directly from ERPNext which allows efficient correspondence with clients, suppliers, and team members in order to maintain transparency. Additionally, the users can personalise email templates, set up auto-replies, and schedule email notifications, enhancing productivity and streamlining communication workflows within the ERP system. Email Domain Email Account Email Template Email Digest Newsletter Notification Notification Settings Auto Email Report Sending email from documents Linking email to documents

# Email Settings Edit Page New Page Revisions Page Settings There is a process for configuring email in ERPNext that can greatly enhance communication and productivity within the system. By configuring your email settings, you can seamlessly send and receive emails directly from ERPNext which allows efficient correspondence with clients, suppliers, and team members in order to maintain transparency. Additionally, the users can personalise email templates, set up auto-replies, and schedule email notifications, enhancing productivity and streamlining communication workflows within the ERP system. * [Email Domain](docs/user/manual/en/email-domain) * [Email Account](docs/user/manual/en/email-account) * [Email Template](docs/user/manual/en/email-template) * [Email Digest](docs/user/manual/en/email-digest) * [Newsletter](docs/user/manual/en/newsletter) * [Notification](docs/user/manual/en/notifications) * Notification Settings * [Auto Email Report](docs/user/manual/en/auto-email-reports) * [Sending email from documents](docs/user/manual/en/sending-email) * [Linking email to documents](docs/user/manual/en/linking-emails-to-document) ##### Email Settings pushkar edited 3 weeks ago × There is a process for configuring email in ERPNext that can greatly enhance communication and productivity within the system. By configuring your email settings, you can seamlessly send and receive emails directly from ERPNext which allows efficient correspondence with clients, suppliers, and team members in order to maintain transparency. Additionally, the users can personalise email templates, set up auto-replies, and schedule email notifications, enhancing productivity and streamlining communication workflows within the ERP system. * [Email Domain](docs/user/manual/en/email-domain) * [Email Account](docs/user/manual/en/email-account) * [Email Template](docs/user/manual/en/email-template) * [Email Digest](docs/user/manual/en/email-digest) * [Newsletter](docs/user/manual/en/newsletter) * [Notification](docs/user/manual/en/notifications) * Notification Settings * [Auto Email Report](docs/user/manual/en/auto-email-reports) * [Sending email from documents](docs/user/manual/en/sending-email) * [Linking email to documents](docs/user/manual/en/linking-emails-to-document) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Core Settings

https://docs.erpnext.com/docs/user/manual/en/core-settings

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Core Settings</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Core settings in ERPNext typically refer to the foundational configurations that are essential for setting up and customising the ERP system to suit a specific business's needs. These settings are often managed by administrators or users with administrative privileges due to their critical nature.</p><ul><li><p><a href="docs/user/manual/en/system-settings" rel="noopener noreferrer nofollow" target="_blank">System Settings</a></p></li><li><p><a href="docs/user/manual/en/domain-settings" rel="noopener noreferrer nofollow" target="_blank">Domain Settings</a></p></li><li><p><a href="docs/user/manual/en/session-defaults" rel="noopener noreferrer nofollow" target="_blank">Session Defaults</a></p></li><li><p><a href="docs/user/manual/en/global-defaults" rel="noopener noreferrer nofollow" target="_blank">Global Defaults</a></p></li><li><p><a href="docs/user/manual/en/address-template" rel="noopener noreferrer nofollow" target="_blank">Address Template</a></p></li><li><p><a href="docs/user/manual/en/energy-point-system" rel="noopener noreferrer nofollow" target="_blank">Energy Point System</a></p></li></ul></div> </div> <input value="a2fkpb6lco" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Core Settings</h5> <span class="small text-muted revision-time">pushkar edited 1 week ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>Core settings in ERPNext typically refer to the foundational configurations that are essential for setting up and customising the ERP system to suit a specific business's needs. These settings are often managed by administrators or users with administrative privileges due to their critical nature.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/system-settings">System Settings</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/domain-settings">Domain Settings</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/session-defaults">Session Defaults</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/global-defaults">Global Defaults</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/address-template">Address Template</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/core-settings" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Core Settings Core settings in ERPNext typically refer to the foundational configurations that are essential for setting up and customising the ERP system to suit a specific business's needs. These settings are often managed by administrators or users with administrative privileges due to their critical nature. System Settings Domain Settings Session Defaults Global Defaults Address Template Energy Point System

# Core Settings Edit Page New Page Revisions Page Settings Core settings in ERPNext typically refer to the foundational configurations that are essential for setting up and customising the ERP system to suit a specific business's needs. These settings are often managed by administrators or users with administrative privileges due to their critical nature. * [System Settings](docs/user/manual/en/system-settings) * [Domain Settings](docs/user/manual/en/domain-settings) * [Session Defaults](docs/user/manual/en/session-defaults) * [Global Defaults](docs/user/manual/en/global-defaults) * [Address Template](docs/user/manual/en/address-template) * [Energy Point System](docs/user/manual/en/energy-point-system) ##### Core Settings pushkar edited 1 week ago × Core settings in ERPNext typically refer to the foundational configurations that are essential for setting up and customising the ERP system to suit a specific business's needs. These settings are often managed by administrators or users with administrative privileges due to their critical nature. * [System Settings](docs/user/manual/en/system-settings) * [Domain Settings](docs/user/manual/en/domain-settings) * [Session Defaults](docs/user/manual/en/session-defaults) * [Global Defaults](docs/user/manual/en/global-defaults) * [Address Template](docs/user/manual/en/address-template) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Module Settings

https://docs.erpnext.com/docs/user/manual/en/module-settings

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Module Settings</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>In ERPNext, module settings refer to the configuration options related to each module in the ERP system.Module settings allow administrators and permitted users to customise and refine system behaviour, features, and workflows within each module according to the organisation's requirements.</p><p>By leveraging module settings effectively, organisations can use ERPNext to satisfy their requirements pertaining to business processes, data accuracy, user experience. This ultimately helps them gain valuable insights.</p><ul><li><p><a href="docs/user/manual/en/show-hide-modules" rel="noopener noreferrer nofollow" target="_blank">Show or Hide Modules</a></p></li><li><p><a href="docs/user/manual/en/accounts-settings" rel="noopener noreferrer nofollow" target="_blank">Accounting Settings</a></p></li><li><p><a href="docs/user/manual/en/buying-settings" rel="noopener noreferrer nofollow" target="_blank">Buying Settings</a></p></li><li><p><a href="docs/user/manual/en/crm_settings" rel="noopener noreferrer nofollow" target="_blank">CRM Settings</a></p></li><li><p><a href="docs/user/manual/en/education-settings" rel="noopener noreferrer nofollow" target="_blank">Eduction Settings</a></p></li><li><p><a href="docs/user/manual/en/manufacturing-settings" rel="noopener noreferrer nofollow" target="_blank">Manufacturing Settings</a></p></li><li><p><a href="docs/user/manual/en/stock-settings" rel="noopener noreferrer nofollow" target="_blank">Stock Settings</a></p></li><li><p><a href="docs/user/manual/en/support-settings" rel="noopener noreferrer nofollow" target="_blank">Support Settings</a></p></li><li><p><a href="docs/user/manual/en/website-settings" rel="noopener noreferrer nofollow" target="_blank">Website Settings</a></p></li></ul></div> </div> <input value="a2nvqchmd7" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Module Settings</h5> <span class="small text-muted revision-time">pushkar edited 3 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>In ERPNext, module settings refer to the configuration options related to each module in the ERP system.Module settings allow administrators and permitted users to customise and refine system behaviour, features, and workflows within each module according to the organisation's requirements.</p><p>By leveraging module settings effectively, organisations can use ERPNext to satisfy their requirements pertaining to business processes, data accuracy, user experience. This ultimately helps them gain valuable insights.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/accounts-settings">Accounting Settings</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/buying-settings">Buying Settings</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/crm_settings">CRM Settings</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/education-settings">Eduction Settings</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/manufacturing-settings">Manufacturing Settings</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/stock-settings">Stock Settings</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/support-settings">Support Settings</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/website-settings">Website Settings</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/module-settings" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Module Settings In ERPNext, module settings refer to the configuration options related to each module in the ERP system.Module settings allow administrators and permitted users to customise and refine system behaviour, features, and workflows within each module according to the organisation's requirements. By leveraging module settings effectively, organisations can use ERPNext to satisfy their requirements pertaining to business processes, data accuracy, user experience. This ultimately helps them gain valuable insights. Show or Hide Modules Accounting Settings Buying Settings CRM Settings Eduction Settings Manufacturing Settings Stock Settings Support Settings Website Settings

# Module Settings Edit Page New Page Revisions Page Settings In ERPNext, module settings refer to the configuration options related to each module in the ERP system.Module settings allow administrators and permitted users to customise and refine system behaviour, features, and workflows within each module according to the organisation's requirements. By leveraging module settings effectively, organisations can use ERPNext to satisfy their requirements pertaining to business processes, data accuracy, user experience. This ultimately helps them gain valuable insights. * [Show or Hide Modules](docs/user/manual/en/show-hide-modules) * [Accounting Settings](docs/user/manual/en/accounts-settings) * [Buying Settings](docs/user/manual/en/buying-settings) * [CRM Settings](docs/user/manual/en/crm_settings) * [Eduction Settings](docs/user/manual/en/education-settings) * [Manufacturing Settings](docs/user/manual/en/manufacturing-settings) * [Stock Settings](docs/user/manual/en/stock-settings) * [Support Settings](docs/user/manual/en/support-settings) * [Website Settings](docs/user/manual/en/website-settings) ##### Module Settings pushkar edited 3 weeks ago × In ERPNext, module settings refer to the configuration options related to each module in the ERP system.Module settings allow administrators and permitted users to customise and refine system behaviour, features, and workflows within each module according to the organisation's requirements. By leveraging module settings effectively, organisations can use ERPNext to satisfy their requirements pertaining to business processes, data accuracy, user experience. This ultimately helps them gain valuable insights. * [Accounting Settings](docs/user/manual/en/accounts-settings) * [Buying Settings](docs/user/manual/en/buying-settings) * [CRM Settings](docs/user/manual/en/crm_settings) * [Eduction Settings](docs/user/manual/en/education-settings) * [Manufacturing Settings](docs/user/manual/en/manufacturing-settings) * [Stock Settings](docs/user/manual/en/stock-settings) * [Support Settings](docs/user/manual/en/support-settings) * [Website Settings](docs/user/manual/en/website-settings) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Document Naming

https://docs.erpnext.com/docs/user/manual/en/document-naming

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Document Naming</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>In ERPNext, document naming plays a vital role in organising and identifying various records within the system. </p><p>It follows a structured approach that typically includes a prefix, a sequential number, and sometimes a suffix to denote the type or purpose of the document. </p><p>This standardised naming convention helps users store and retrieve documents seamlessly without substantial efforts. Customisable naming series ensure flexibility to adapt to specific organisational needs, ensuring efficient data management and compliance with naming conventions.</p><ul><li><p>Document Naming Rule List</p></li><li><p><a href="docs/user/manual/en/document-naming-settings" rel="noopener noreferrer nofollow" target="_blank">Document Naming Settings</a></p></li></ul></div> </div> <input value="a2vmrl8pe2" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Document Naming</h5> <span class="small text-muted revision-time">pushkar edited 3 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div><p><br class="ProseMirror-trailingBreak"></p><p>.</p></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/document-naming" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Document Naming In ERPNext, document naming plays a vital role in organising and identifying various records within the system. It follows a structured approach that typically includes a prefix, a sequential number, and sometimes a suffix to denote the type or purpose of the document. This standardised naming convention helps users store and retrieve documents seamlessly without substantial efforts. Customisable naming series ensure flexibility to adapt to specific organisational needs, ensuring efficient data management and compliance with naming conventions. Document Naming Rule List Document Naming Settings

# Document Naming Edit Page New Page Revisions Page Settings In ERPNext, document naming plays a vital role in organising and identifying various records within the system. It follows a structured approach that typically includes a prefix, a sequential number, and sometimes a suffix to denote the type or purpose of the document. This standardised naming convention helps users store and retrieve documents seamlessly without substantial efforts. Customisable naming series ensure flexibility to adapt to specific organisational needs, ensuring efficient data management and compliance with naming conventions. * Document Naming Rule List * [Document Naming Settings](docs/user/manual/en/document-naming-settings) ##### Document Naming pushkar edited 3 weeks ago × . Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Workflow

https://docs.erpnext.com/docs/user/manual/en/workflow

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Workflow</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>In ERPNext, a typical workflow involves various stages to manage different aspects of business operations. It starts with creating a document and taking it through series of steps. Users can track the status of each document and collaborate with team members by assigning tasks and tracking their progress.</p><p>ERPNext streamlines processes by automating repetitive tasks that need multi phase attention by different people. ERPNext offers a comprehensive workflow to enhance productivity and efficiency across various departments within an organisation.</p><ul><li><p><a href="docs/user/manual/en/workflow-state" rel="noopener noreferrer nofollow" target="_blank">Workflow State</a></p></li><li><p><a href="docs/user/manual/en/workflow-actions" rel="noopener noreferrer nofollow" target="_blank">Workflow Actions</a></p></li><li><p><a href="docs/user/manual/en/workflows" rel="noopener noreferrer nofollow" target="_blank">Workflows</a></p></li></ul></div> </div> <input value="a3l6pco9pl" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Workflow</h5> <span class="small text-muted revision-time">pushkar edited 3 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>In ERPNext, a typical workflow involves various stages to manage different aspects of business operations. It starts with creating a document and taking it through series of steps. Users can track the status of each document and collaborate with team members by assigning tasks and tracking their progress.</p><p>ERPNext streamlines processes by automating repetitive tasks that need multi phase attention. ERPNext offers a comprehensive workflow to enhance productivity and efficiency across various departments within an organisation.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/workflow-state">Workflow State</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/workflow-actions">Workflow Actions</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/workflows">Workflows</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/workflow" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Workflow In ERPNext, a typical workflow involves various stages to manage different aspects of business operations. It starts with creating a document and taking it through series of steps. Users can track the status of each document and collaborate with team members by assigning tasks and tracking their progress. ERPNext streamlines processes by automating repetitive tasks that need multi phase attention by different people. ERPNext offers a comprehensive workflow to enhance productivity and efficiency across various departments within an organisation. Workflow State Workflow Actions Workflows

# Workflow Edit Page New Page Revisions Page Settings In ERPNext, a typical workflow involves various stages to manage different aspects of business operations. It starts with creating a document and taking it through series of steps. Users can track the status of each document and collaborate with team members by assigning tasks and tracking their progress. ERPNext streamlines processes by automating repetitive tasks that need multi phase attention by different people. ERPNext offers a comprehensive workflow to enhance productivity and efficiency across various departments within an organisation. * [Workflow State](docs/user/manual/en/workflow-state) * [Workflow Actions](docs/user/manual/en/workflow-actions) * [Workflows](docs/user/manual/en/workflows) ##### Workflow pushkar edited 3 weeks ago × In ERPNext, a typical workflow involves various stages to manage different aspects of business operations. It starts with creating a document and taking it through series of steps. Users can track the status of each document and collaborate with team members by assigning tasks and tracking their progress. ERPNext streamlines processes by automating repetitive tasks that need multi phase attention. ERPNext offers a comprehensive workflow to enhance productivity and efficiency across various departments within an organisation. * [Workflow State](docs/user/manual/en/workflow-state) * [Workflow Actions](docs/user/manual/en/workflow-actions) * [Workflows](docs/user/manual/en/workflows) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Printing

https://docs.erpnext.com/docs/user/manual/en/printing

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Printing</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>In ERPNext, the printing feature facilitates the generation of desired documents directly from the system pertaining to the business. Users can effortlessly create and customise templates for various documents such as invoices, purchase orders, sales orders, pay slips etc.</p><p>The users can build and maintain various print formats as per the company's branding guidelines including relevant information as per business requirements.</p><ul><li><p><a href="docs/user/manual/en/print-format-builder" rel="noopener noreferrer nofollow" target="_blank">Print Format Builder</a></p></li><li><p><a href="docs/user/manual/en/print-style" rel="noopener noreferrer nofollow" target="_blank">Print Style</a></p></li><li><p><a href="docs/user/manual/en/print-headings" rel="noopener noreferrer nofollow" target="_blank">Print Headings</a></p></li><li><p><a href="docs/v14/user/manual/en/setting-up/print/letter-head" rel="noopener noreferrer nofollow" target="_blank">Letterhead</a></p></li><li><p><a href="docs/user/manual/en/address-template" rel="noopener noreferrer nofollow" target="_blank">Address Template</a></p></li><li><p><a href="docs/user/manual/en/terms-and-conditions" rel="noopener noreferrer nofollow" target="_blank">Terms and Conditions</a></p></li><li><p><a href="docs/user/manual/en/cheque-print-template" rel="noopener noreferrer nofollow" target="_blank">Cheque Print Template</a></p></li><li><p><a href="docs/user/manual/en/custom-translations" rel="noopener noreferrer nofollow" target="_blank">Custom Translations</a></p></li><li><p><a href="docs/user/manual/en/raw-printing" rel="noopener noreferrer nofollow" target="_blank">Raw Printing</a></p></li></ul><p>Below are a few ways to customise your print formats as per the need</p><ul><li><p><a href="docs/user/manual/en/add-remove-fields-from-print-format" rel="noopener noreferrer nofollow" target="_blank">Add/Remove Fields from Print Format</a></p></li><li><p><a href="docs/user/manual/en/customise-your-items-tables-within-your-print-format-builder" rel="noopener noreferrer nofollow" target="_blank">Customise Tables in Print Format</a></p></li><li><p><a href="docs/user/manual/en/making-fields-visible-in-print-format" rel="noopener noreferrer nofollow" target="_blank">Customise Field Visibility in Print Format</a></p></li><li><p><a href="docs/user/manual/en/removing-description-removed-item-code-and-name" rel="noopener noreferrer nofollow" target="_blank">Remove Description in Print Format</a></p></li><li><p><a href="docs/user/manual/en/centavo-being-printed-in-words-for-usd" rel="noopener noreferrer nofollow" target="_blank">Print 'Centavo' in Words for USD</a></p></li></ul></div> </div> <input value="a403aof2oc" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Printing</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>In ERPNext, the printing feature facilitates the generation of desired documents directly from the system pertaining to the business. Users can effortlessly create and customise templates for various documents such as invoices, purchase orders, sales orders, pay slips etc.</p><p>The users can build and maintain various print formats as per the company's branding guidelines including relevant information as per business requirements.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/print-format-builder">Print Format Builder</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/print-style">Print Style</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/print-headings">Print Headings</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/v14/user/manual/en/setting-up/print/letter-head">Letterhead</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/address-template">Address Template</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/terms-and-conditions">Terms and Conditions</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/cheque-print-template">Cheque Print Template</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/custom-translations">Custom Translations</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/raw-printing">Raw Printing</a></p></li></ul><p>Below are a few ways to customise your print formats as per the need</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/add-remove-fields-from-print-format">Add/Remove Fields from Print Format</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/customise-your-items-tables-within-your-print-format-builder">Customise Tables in Print Format</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/making-fields-visible-in-print-format">Customise Field Visibility in Print Format</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/removing-description-removed-item-code-and-name">Remove Description in Print Format</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/centavo-being-printed-in-words-for-usd">Print 'Centavo' in Words for USD</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/printing" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Printing In ERPNext, the printing feature facilitates the generation of desired documents directly from the system pertaining to the business. Users can effortlessly create and customise templates for various documents such as invoices, purchase orders, sales orders, pay slips etc. The users can build and maintain various print formats as per the company's branding guidelines including relevant information as per business requirements. Print Format Builder Print Style Print Headings Letterhead Address Template Terms and Conditions Cheque Print Template Custom Translations Raw Printing Below are a few ways to customise your print formats as per the need Add/Remove Fields from Print Format Customise Tables in Print Format Customise Field Visibility in Print Format Remove Description in Print Format Print 'Centavo' in Words for USD

# Printing Edit Page New Page Revisions Page Settings In ERPNext, the printing feature facilitates the generation of desired documents directly from the system pertaining to the business. Users can effortlessly create and customise templates for various documents such as invoices, purchase orders, sales orders, pay slips etc. The users can build and maintain various print formats as per the company's branding guidelines including relevant information as per business requirements. * [Print Format Builder](docs/user/manual/en/print-format-builder) * [Print Style](docs/user/manual/en/print-style) * [Print Headings](docs/user/manual/en/print-headings) * [Letterhead](docs/v14/user/manual/en/setting-up/print/letter-head) * [Address Template](docs/user/manual/en/address-template) * [Terms and Conditions](docs/user/manual/en/terms-and-conditions) * [Cheque Print Template](docs/user/manual/en/cheque-print-template) * [Custom Translations](docs/user/manual/en/custom-translations) * [Raw Printing](docs/user/manual/en/raw-printing) Below are a few ways to customise your print formats as per the need * [Add/Remove Fields from Print Format](docs/user/manual/en/add-remove-fields-from-print-format) * [Customise Tables in Print Format](docs/user/manual/en/customise-your-items-tables-within-your-print-format-builder) * [Customise Field Visibility in Print Format](docs/user/manual/en/making-fields-visible-in-print-format) * [Remove Description in Print Format](docs/user/manual/en/removing-description-removed-item-code-and-name) * [Print 'Centavo' in Words for USD](docs/user/manual/en/centavo-being-printed-in-words-for-usd) ##### Printing pushkar edited 2 weeks ago × In ERPNext, the printing feature facilitates the generation of desired documents directly from the system pertaining to the business. Users can effortlessly create and customise templates for various documents such as invoices, purchase orders, sales orders, pay slips etc. The users can build and maintain various print formats as per the company's branding guidelines including relevant information as per business requirements. * [Print Format Builder](docs/user/manual/en/print-format-builder) * [Print Style](docs/user/manual/en/print-style) * [Print Headings](docs/user/manual/en/print-headings) * [Letterhead](docs/v14/user/manual/en/setting-up/print/letter-head) * [Address Template](docs/user/manual/en/address-template) * [Terms and Conditions](docs/user/manual/en/terms-and-conditions) * [Cheque Print Template](docs/user/manual/en/cheque-print-template) * [Custom Translations](docs/user/manual/en/custom-translations) * [Raw Printing](docs/user/manual/en/raw-printing) Below are a few ways to customise your print formats as per the need * [Add/Remove Fields from Print Format](docs/user/manual/en/add-remove-fields-from-print-format) * [Customise Tables in Print Format](docs/user/manual/en/customise-your-items-tables-within-your-print-format-builder) * [Customise Field Visibility in Print Format](docs/user/manual/en/making-fields-visible-in-print-format) * [Remove Description in Print Format](docs/user/manual/en/removing-description-removed-item-code-and-name) * [Print 'Centavo' in Words for USD](docs/user/manual/en/centavo-being-printed-in-words-for-usd) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Social Media Settings

https://docs.erpnext.com/docs/user/manual/en/social-media-settings

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Social Media Settings</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Social media settings in ERPNext play a crucial role in modern business management. </p><p>These settings enable businesses to integrate their ERP system with various social media platforms, such as Twitter, LinkedIn. By connecting ERPNext with social media, businesses can streamline their marketing efforts, enhance customer engagement, and gather valuable insights into consumer behavio</p><ul><li><p><a href="docs/user/manual/en/linkedin-settings" rel="noopener noreferrer nofollow" target="_blank">LinkedIn Settings</a></p></li><li><p><a href="docs/user/manual/en/twitter-settings" rel="noopener noreferrer nofollow" target="_blank">Twitter Settings</a></p></li></ul></div> </div> <input value="9ajocnorut" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Social Media Settings</h5> <span class="small text-muted revision-time">pushkar edited 1 week ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/social-media-settings" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Social Media Settings Social media settings in ERPNext play a crucial role in modern business management. These settings enable businesses to integrate their ERP system with various social media platforms, such as Twitter, LinkedIn. By connecting ERPNext with social media, businesses can streamline their marketing efforts, enhance customer engagement, and gather valuable insights into consumer behavio LinkedIn Settings Twitter Settings

# Social Media Settings Edit Page New Page Revisions Page Settings Social media settings in ERPNext play a crucial role in modern business management. These settings enable businesses to integrate their ERP system with various social media platforms, such as Twitter, LinkedIn. By connecting ERPNext with social media, businesses can streamline their marketing efforts, enhance customer engagement, and gather valuable insights into consumer behavio * [LinkedIn Settings](docs/user/manual/en/linkedin-settings) * [Twitter Settings](docs/user/manual/en/twitter-settings) ##### Social Media Settings pushkar edited 1 week ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Automation

https://docs.erpnext.com/docs/user/manual/en/automation

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Automation </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Automation in ERPNext is a game-changer, especially when it comes to streamlining complex processes like milestone tracking, task assignments, repetitive tasks, and event monitoring. These automation features in ERPNext not only save time and effort but also enhance overall efficiency and productivity across the organisation.</p><ul><li><p><a href="docs/user/manual/en/assignment-rule" rel="noopener noreferrer nofollow" target="_blank">Assignment Rule</a></p></li><li><p><a href="docs/user/manual/en/auto-repeat" rel="noopener noreferrer nofollow" target="_blank">Auto Repeat</a></p></li><li><p><a href="docs/user/manual/en/milestone-tracker" rel="noopener noreferrer nofollow" target="_blank">Milestone Tracking</a></p></li><li><p><a href="docs/user/manual/en/event_streaming" rel="noopener noreferrer nofollow" target="_blank">Event Streaming</a></p></li></ul></div> </div> <input value="do3p8nrerf" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Automation </h5> <span class="small text-muted revision-time">pushkar edited 1 week ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/automation" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Automation Automation in ERPNext is a game-changer, especially when it comes to streamlining complex processes like milestone tracking, task assignments, repetitive tasks, and event monitoring. These automation features in ERPNext not only save time and effort but also enhance overall efficiency and productivity across the organisation. Assignment Rule Auto Repeat Milestone Tracking Event Streaming

# Automation Edit Page New Page Revisions Page Settings Automation in ERPNext is a game-changer, especially when it comes to streamlining complex processes like milestone tracking, task assignments, repetitive tasks, and event monitoring. These automation features in ERPNext not only save time and effort but also enhance overall efficiency and productivity across the organisation. * [Assignment Rule](docs/user/manual/en/assignment-rule) * [Auto Repeat](docs/user/manual/en/auto-repeat) * [Milestone Tracking](docs/user/manual/en/milestone-tracker) * [Event Streaming](docs/user/manual/en/event_streaming) ##### Automation pushkar edited 1 week ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Users

https://docs.erpnext.com/docs/user/manual/en/users

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Users</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>User management in ERPNext includes creating and managing user accounts, defining roles and assigning these roles to users based on their responsibilities. Administrators can configure detailed permissions for each role by specifying the level of access to modules within the system.</p><ul><li><p><a href="/docs/user/manual/en/administrator" rel="noopener noreferrer nofollow" target="_blank">Administrator</a></p></li><li><p><a href="/docs/user/manual/en/adding-users" rel="noopener noreferrer nofollow" target="_blank">User</a></p></li><li><p><a href="docs/user/manual/en/limited-user" rel="noopener noreferrer nofollow" target="_blank">Limited User</a></p></li><li><p><a href="docs/user/manual/en/role-and-role-profile" rel="noopener noreferrer nofollow" target="_blank">Role and Role Profile</a></p></li></ul></div> </div> <input value="b06912afe4" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Users</h5> <span class="small text-muted revision-time">pushkar edited 3 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>User management in ERPNext includes creating and managing user accounts, defining roles and assigning these roles to users based on their responsibilities. Administrators can configure detailed permissions for each role by specifying the level of access to modules within the system.</p><h3>Related Documents</h3><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/user/manual/en/administrator">Administrator</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/user/manual/en/adding-users">User</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/limited-user">Limited User</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/role-and-role-profile">Role and Role Profile</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/users" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Users User management in ERPNext includes creating and managing user accounts, defining roles and assigning these roles to users based on their responsibilities. Administrators can configure detailed permissions for each role by specifying the level of access to modules within the system. Administrator User Limited User Role and Role Profile

# Users Edit Page New Page Revisions Page Settings User management in ERPNext includes creating and managing user accounts, defining roles and assigning these roles to users based on their responsibilities. Administrators can configure detailed permissions for each role by specifying the level of access to modules within the system. * [Administrator](/docs/user/manual/en/administrator) * [User](/docs/user/manual/en/adding-users) * [Limited User](docs/user/manual/en/limited-user) * [Role and Role Profile](docs/user/manual/en/role-and-role-profile) ##### Users pushkar edited 3 weeks ago × User management in ERPNext includes creating and managing user accounts, defining roles and assigning these roles to users based on their responsibilities. Administrators can configure detailed permissions for each role by specifying the level of access to modules within the system. ### Related Documents * [Administrator](/docs/user/manual/en/administrator) * [User](/docs/user/manual/en/adding-users) * [Limited User](docs/user/manual/en/limited-user) * [Role and Role Profile](docs/user/manual/en/role-and-role-profile) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Permissions

https://docs.erpnext.com/docs/user/manual/en/permissions

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Permissions</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p><br>Permissions in ERPNext refer to the access rights granted to users or roles within the system. These permissions determine what kind of actions can be performed by a user on different modules and documents.</p><ul><li><p><a href="docs/user/manual/en/user-permissions" rel="noopener noreferrer nofollow" target="_blank">User Permissions</a></p></li><li><p><a href="docs/user/manual/en/role-based-permissions" rel="noopener noreferrer nofollow" target="_blank">Role Based Permissions</a></p></li><li><p><a href="docs/user/manual/en/role-permission-for-page-and-report" rel="noopener noreferrer nofollow" target="_blank">Role Permissions for Page and Report</a></p></li><li><p><a href="docs/user/manual/en/managing-perm-level" rel="noopener noreferrer nofollow" target="_blank">Managing Perm Levels</a></p></li><li><p><a href="docs/user/manual/en/changing-the-properties-of-a-field-based-on-role" rel="noopener noreferrer nofollow" target="_blank">Field Level Permission Management</a></p></li></ul></div> </div> <input value="9a22094f29" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Permissions</h5> <span class="small text-muted revision-time">pushkar edited 3 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p><br>Permissions in ERPNext refer to the access rights granted to users or roles within the system. These permissions determine what kind of actions can be performed by a user on different modules and documents.</p><h3>Related Documents</h3><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/user-permissions">User Permissions</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/role-based-permissions">Role Based Permissions</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/role-permission-for-page-and-report">Role Permissions for Page and Report</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/managing-perm-level">Managing Perm Levels</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/changing-the-properties-of-a-field-based-on-role">Field Level Permission Management</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/permissions" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Permissions Permissions in ERPNext refer to the access rights granted to users or roles within the system. These permissions determine what kind of actions can be performed by a user on different modules and documents. User Permissions Role Based Permissions Role Permissions for Page and Report Managing Perm Levels Field Level Permission Management

# Permissions Edit Page New Page Revisions Page Settings Permissions in ERPNext refer to the access rights granted to users or roles within the system. These permissions determine what kind of actions can be performed by a user on different modules and documents. * [User Permissions](docs/user/manual/en/user-permissions) * [Role Based Permissions](docs/user/manual/en/role-based-permissions) * [Role Permissions for Page and Report](docs/user/manual/en/role-permission-for-page-and-report) * [Managing Perm Levels](docs/user/manual/en/managing-perm-level) * [Field Level Permission Management](docs/user/manual/en/changing-the-properties-of-a-field-based-on-role) ##### Permissions pushkar edited 3 weeks ago × Permissions in ERPNext refer to the access rights granted to users or roles within the system. These permissions determine what kind of actions can be performed by a user on different modules and documents. ### Related Documents * [User Permissions](docs/user/manual/en/user-permissions) * [Role Based Permissions](docs/user/manual/en/role-based-permissions) * [Role Permissions for Page and Report](docs/user/manual/en/role-permission-for-page-and-report) * [Managing Perm Levels](docs/user/manual/en/managing-perm-level) * [Field Level Permission Management](docs/user/manual/en/changing-the-properties-of-a-field-based-on-role) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Data Import

https://docs.erpnext.com/docs/user/manual/en/data-import

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Data Import</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p><strong>The Data Import Tool in ERPNext lets you import records from a CSV/Excel file.</strong></p><p>Data Import Tool is an easy way to upload (or edit) bulk data (especially master data) into the system.</p><p>To begin importing data, go to:</p><p>&gt; Home &gt; Data Import and Settings &gt; Import Data</p><p>Or go to the Document you want to import and click on Menu &gt; Import:</p><p><img alt="Start Import" class="screenshot" contenteditable="false" draggable="true" src="/files/task-menu-import.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>Before using Data Import <strong>ensure</strong> that you have all of your data ready.</p><h2>1. Inserting New Records</h2><p>Let's say you want to import the list of Customers from your old system into ERPNext. The first step is to download a template in which we can enter our data.</p><h3>1.1 Download the Template</h3><ol><li><p>Go to Customer List, click on Menu &gt; Import. Click on <strong>New</strong>.</p></li><li><p>Select Import Type as Insert New Records.</p></li><li><p>Click on <strong>Save</strong>.</p></li><li><p>Now, click on <strong>Download Template</strong>.</p></li><li><p>While inserting new records, the template should be blank. If you have a few Customers in your system, you can select Export Type as "5 Records" to see the format in which you have to enter the data in the template.</p></li><li><p>Select the File Type of the export template.</p></li><li><p>Select the fields that you want to fill in as the Customer details.</p></li><li><p>Click on <strong>Export</strong>.</p></li></ol><p><img alt="Download Template" class="screenshot" contenteditable="false" draggable="true" src="/files/download-template.gif"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h3>1.2 Entering Data in the Template</h3><p>Your downloaded template will look something like this:</p><p><img alt="Blank Template" class="screenshot" contenteditable="false" draggable="true" src="/files/blank-template-file.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>Open the downloaded template in a spreadsheet application (like Excel, Numbers, or Libre Office) and enter the data below the column headings shown as follows:</p><p><img alt="Customer Template with Data" class="screenshot" contenteditable="false" draggable="true" src="/files/customer-template-with-data.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>Now, save your template as an Excel or Comma Separated Values (CSV) file.</p><p>&gt; You can leave the ID column as blank while inserting new records.</p><p>When you import this template, each row will make a Customer record in the system.</p><h3>1.3 Importing the Template</h3><ol><li><p>After updating your template file, go back to the Data Import form and attach the file by clicking on the <strong>Attach</strong> button.</p></li><li><p>Select the template file and click on <strong>Upload</strong>.</p></li><li><p>After the upload is successful, click on <strong>Start Import</strong>.</p></li></ol><p><img alt="Upload Template File" class="screenshot" contenteditable="false" draggable="true" src="/files/upload-template-file.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>If there are any errors in your template, they will be shown in the Warnings section. The warnings will be categorized by Row or Column with their number so that you can easily track them down in the template and resolve them. You must resolve all the warnings before you can import the data.</p><p><img alt="Import Warnings" class="screenshot" contenteditable="false" draggable="true" src="/files/import-warnings.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>After you have resolved the warnings, click on <strong>Start Import</strong> again to import the data. On successful import of the data, you'll see a log of each record that was created in the Import Log section.</p><p><img alt="Import Success" class="screenshot" contenteditable="false" draggable="true" src="/files/import-success.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h2>2. Updating Existing Records</h2><p>Let's say you want to update Customer data in bulk in your system. The first step is to download the template with the data.</p><h3>2.1 Download the Template</h3><ol><li><p>Go to Customer List, click on Menu &gt; Import. Click on <strong>New</strong>.</p></li><li><p>Select Import Type as Update Existing Records</p></li><li><p>Click on <strong>Save</strong>.</p></li><li><p>Now, click on <strong>Download Template</strong>.</p></li><li><p>While updating existing records, you must export the records from the system with the ID field and the fields that you want to update. You can choose All Records or Filtered Records depending on your case.</p></li><li><p>Select the fields that you want to update for the Customer records.</p></li><li><p>Click on <strong>Export</strong>.</p></li></ol><h3>2.2 Updating Data in the Template</h3><p>Your downloaded template will look something like this:</p><p><img alt="Customer Template for Update" class="screenshot" contenteditable="false" draggable="true" src="/files/customer-template-for-update.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>Now, change the values in your template and save the file as Excel or CSV.</p><p>&gt; While exporting records for updating them, ensure that the ID column is exported and is untouched. The values in the ID column are used to identify the records in the system. You can update the values in other columns but not in the ID column. If you remove some child table row, the system will consider that the row is supposed to be deleted.</p><h3>2.3 Importing the Template</h3><p>Follow the steps in <a href="#23-importing-the-template" rel="noopener noreferrer nofollow" target="_blank">Importing the Template</a> section above.</p><h2>3. Importing Child Records</h2><p>Data in ERPNext is stored in tables like a spreadsheet with columns and rows of data. Each form likes Sales Order has multiple fields like Customer, Company, etc. It also has tables like the item table, tax table, etc. In Data Import, the set of fields in the Sales Order are treated as the main table and the rows inside the child table (item table) are treated as the child table for data import.</p><p>Each form in ERPNext can have multiple child tables associated with it. The child tables are linked to the parent tables and are implemented where there are multiple values for any property. For example, an Item can have multiple prices, a Sales Invoice has multiple Items, Taxes, and so on.</p><p>When you export a document with child tables, for e.g., each child row will appear on a separate row but it is associated with a single parent row. The subsequent values in the parent columns will remain blank. You must ensure that this order is not broken when you are importing them via Data Import.</p><p><img alt="Child Table Export" class="screenshot" contenteditable="false" draggable="true" src="/files/child-table-export.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h2>4. Import Options</h2><h3>4.1 Import from Google Sheets</h3><p>You can also import data from Google Sheets. Import your template in Google Sheets and enter the data. Make sure the Google Sheet is public. You can test this by opening the Google Sheets URL in an incognito browser window.</p><p><img alt="Google Sheets" class="screenshot" contenteditable="false" draggable="true" src="/files/google-sheets.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p><img alt="Import via Google Sheets" class="screenshot" contenteditable="false" draggable="true" src="/files/import-via-google-sheets.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h3>4.2 Submit After Import</h3><p>In ERPNext document types are mainly of two types - masters and transactions. The masters are records like Customer and Task which can only be saved not submitted. Transactions like Sales Orders, Purchase Invoices are submittable documents and can be submitted.</p><p>When you select a submittable document type for Import, you can tick <strong>Submit After Import</strong> to submit the document after it is imported.</p><h3>4.3 Don't Send Emails</h3><p>Let's say you have created a <a href="/docs/v13/user/manual/en/setting-up/notifications" rel="noopener noreferrer nofollow" target="_blank">Notification</a> in your system and whenever a Lead is created an email is sent. Now, if you are bulk importing Leads then a lot of emails will be sent, which may not be desired. You can disable this option to avoid sending emails.</p><h2>5. Additional Notes</h2><h3>5.1 Upload Limit</h3><p>There is no hard limit on the number of records that can be imported. But you must try and upload only a few thousand records at a time. Importing a large number of records (let's say 50,000) might slow down the system considerably for the users that are using the system.</p><h3>5.2 CSV Files</h3><p>A CSV (Comma Separated Value) file is a data file that you can upload into ERPNext to update various data. Any spreadsheet file from popular spreadsheet applications like MS Excel or Open Office Spreadsheet can be saved as a CSV file.</p><p>If you are using Microsoft Excel and using non-English characters, make sure to save your file encoded as UTF-8.</p><p>For older versions of Excel, there is no clear way of saving as UTF-8. So save your file as CSV, then open it in Notepad, then save as “UTF-8”. (Or upgrade your Excel!)</p><h2>6. Video</h2><h2>7. Related Topics</h2><ol><li><p><a href="/docs/v13/user/manual/en/setting-up/chart-of-accounts-importer" rel="noopener noreferrer nofollow" target="_blank">Charts Of Accounts Importer</a></p></li><li><p><a href="/docs/v13/user/manual/en/setting-up/data/data-export" rel="noopener noreferrer nofollow" target="_blank">Data Export</a></p></li></ol></div> </div> <input value="77cc172f18" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Data Import</h5> <span class="small text-muted revision-time">pushkar edited 3 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p><strong>The Data Import Tool in ERPNext lets you import records from a CSV/Excel file.</strong></p><p>Data Import Tool is an easy way to upload (or edit) bulk data (especially master data) into the system.</p><p>To begin importing data, go to:</p><p>&gt; Home &gt; Data Import and Settings &gt; Import Data</p><p>Or go to the Document you want to import and click on Menu &gt; Import:</p><p><img class="screenshot" src="/files/task-menu-import.png" alt="Start Import" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p>Before using Data Import <strong>ensure</strong> that you have all of your data ready.</p><h2>1. Inserting New Records</h2><p>Let's say you want to import the list of Customers from your old system into ERPNext. The first step is to download a template in which we can enter our data.</p><h3>1.1 Download the Template</h3><ol><li><p>Go to Customer List, click on Menu &gt; Import. Click on <strong>New</strong>.</p></li><li><p>Select Import Type as Insert New Records.</p></li><li><p>Click on <strong>Save</strong>.</p></li><li><p>Now, click on <strong>Download Template</strong>.</p></li><li><p>While inserting new records, the template should be blank. If you have a few Customers in your system, you can select Export Type as "5 Records" to see the format in which you have to enter the data in the template.</p></li><li><p>Select the File Type of the export template.</p></li><li><p>Select the fields that you want to fill in as the Customer details.</p></li><li><p>Click on <strong>Export</strong>.</p></li></ol><p><img class="screenshot" src="/files/download-template.gif" alt="Download Template" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h3>1.2 Entering Data in the Template</h3><p>Your downloaded template will look something like this:</p><p><img class="screenshot" src="/files/blank-template-file.png" alt="Blank Template" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p>Open the downloaded template in a spreadsheet application (like Excel, Numbers, or Libre Office) and enter the data below the column headings shown as follows:</p><p><img class="screenshot" src="/files/customer-template-with-data.png" alt="Customer Template with Data" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p>Now, save your template as an Excel or Comma Separated Values (CSV) file.</p><p>&gt; You can leave the ID column as blank while inserting new records.</p><p>When you import this template, each row will make a Customer record in the system.</p><h3>1.3 Importing the Template</h3><ol><li><p>After updating your template file, go back to the Data Import form and attach the file by clicking on the <strong>Attach</strong> button.</p></li><li><p>Select the template file and click on <strong>Upload</strong>.</p></li><li><p>After the upload is successful, click on <strong>Start Import</strong>.</p></li></ol><p><img class="screenshot" src="/files/upload-template-file.png" alt="Upload Template File" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p>If there are any errors in your template, they will be shown in the Warnings section. The warnings will be categorized by Row or Column with their number so that you can easily track them down in the template and resolve them. You must resolve all the warnings before you can import the data.</p><p><img class="screenshot" src="/files/import-warnings.png" alt="Import Warnings" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p>After you have resolved the warnings, click on <strong>Start Import</strong> again to import the data. On successful import of the data, you'll see a log of each record that was created in the Import Log section.</p><p><img class="screenshot" src="/files/import-success.png" alt="Import Success" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h2>2. Updating Existing Records</h2><p>Let's say you want to update Customer data in bulk in your system. The first step is to download the template with the data.</p><h3>2.1 Download the Template</h3><ol><li><p>Go to Customer List, click on Menu &gt; Import. Click on <strong>New</strong>.</p></li><li><p>Select Import Type as Update Existing Records</p></li><li><p>Click on <strong>Save</strong>.</p></li><li><p>Now, click on <strong>Download Template</strong>.</p></li><li><p>While updating existing records, you must export the records from the system with the ID field and the fields that you want to update. You can choose All Records or Filtered Records depending on your case.</p></li><li><p>Select the fields that you want to update for the Customer records.</p></li><li><p>Click on <strong>Export</strong>.</p></li></ol><h3>2.2 Updating Data in the Template</h3><p>Your downloaded template will look something like this:</p><p><img class="screenshot" src="/files/customer-template-for-update.png" alt="Customer Template for Update" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p>Now, change the values in your template and save the file as Excel or CSV.</p><p>&gt; While exporting records for updating them, ensure that the ID column is exported and is untouched. The values in the ID column are used to identify the records in the system. You can update the values in other columns but not in the ID column. If you remove some child table row, the system will consider that the row is supposed to be deleted.</p><h3>2.3 Importing the Template</h3><p>Follow the steps in <a target="_blank" rel="noopener noreferrer nofollow" href="#23-importing-the-template">Importing the Template</a> section above.</p><h2>3. Importing Child Records</h2><p>Data in ERPNext is stored in tables like a spreadsheet with columns and rows of data. Each form likes Sales Order has multiple fields like Customer, Company, etc. It also has tables like the item table, tax table, etc. In Data Import, the set of fields in the Sales Order are treated as the main table and the rows inside the child table (item table) are treated as the child table for data import.</p><p>Each form in ERPNext can have multiple child tables associated with it. The child tables are linked to the parent tables and are implemented where there are multiple values for any property. For example, an Item can have multiple prices, a Sales Invoice has multiple Items, Taxes, and so on.</p><p>When you export a document with child tables, for e.g., each child row will appear on a separate row but it is associated with a single parent row. The subsequent values in the parent columns will remain blank. You must ensure that this order is not broken when you are importing them via Data Import.</p><p><img class="screenshot" src="/files/child-table-export.png" alt="Child Table Export" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h2>4. Import Options</h2><h3>4.1 Import from Google Sheets</h3><p>You can also import data from Google Sheets. Import your template in Google Sheets and enter the data. Make sure the Google Sheet is public. You can test this by opening the Google Sheets URL in an incognito browser window.</p><p><img class="screenshot" src="/files/google-sheets.png" alt="Google Sheets" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p><img class="screenshot" src="/files/import-via-google-sheets.png" alt="Import via Google Sheets" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h3>4.2 Submit After Import</h3><p>In ERPNext document types are mainly of two types - masters and transactions. The masters are records like Customer and Task which can only be saved not submitted. Transactions like Sales Orders, Purchase Invoices are submittable documents and can be submitted.</p><p>When you select a submittable document type for Import, you can tick <strong>Submit After Import</strong> to submit the document after it is imported.</p><h3>4.3 Don't Send Emails</h3><p>Let's say you have created a <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v13/user/manual/en/setting-up/notifications">Notification</a> in your system and whenever a Lead is created an email is sent. Now, if you are bulk importing Leads then a lot of emails will be sent, which may not be desired. You can disable this option to avoid sending emails.</p><h2>5. Additional Notes</h2><h3>5.1 Upload Limit</h3><p>There is no hard limit on the number of records that can be imported. But you must try and upload only a few thousand records at a time. Importing a large number of records (let's say 50,000) might slow down the system considerably for the users that are using the system.</p><h3>5.2 CSV Files</h3><p>A CSV (Comma Separated Value) file is a data file that you can upload into ERPNext to update various data. Any spreadsheet file from popular spreadsheet applications like MS Excel or Open Office Spreadsheet can be saved as a CSV file.</p><p>If you are using Microsoft Excel and using non-English characters, make sure to save your file encoded as UTF-8.</p><p>For older versions of Excel, there is no clear way of saving as UTF-8. So save your file as CSV, then open it in Notepad, then save as “UTF-8”. (Or upgrade your Excel!)</p><h2>6. Video</h2><h2>7. Related Topics</h2><ol><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v13/user/manual/en/setting-up/chart-of-accounts-importer">Charts Of Accounts Importer</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v13/user/manual/en/setting-up/data/data-export">Data Export</a></p></li></ol></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/data-import" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Data Import The Data Import Tool in ERPNext lets you import records from a CSV/Excel file. Data Import Tool is an easy way to upload (or edit) bulk data (especially master data) into the system. To begin importing data, go to: > Home > Data Import and Settings > Import Data Or go to the Document you want to import and click on Menu > Import: Before using Data Import ensure that you have all of your data ready. 1. Inserting New Records Let's say you want to import the list of Customers from your old system into ERPNext. The first step is to download a template in which we can enter our data. 1.1 Download the Template Go to Customer List, click on Menu > Import. Click on New. Select Import Type as Insert New Records. Click on Save. Now, click on Download Template. While inserting new records, the template should be blank. If you have a few Customers in your system, you can select Export Type as "5 Records" to see the format in which you have to enter the data in the template. Select the File Type of the export template. Select the fields that you want to fill in as the Customer details. Click on Export. 1.2 Entering Data in the Template Your downloaded template will look something like this: Open the downloaded template in a spreadsheet application (like Excel, Numbers, or Libre Office) and enter the data below the column headings shown as follows: Now, save your template as an Excel or Comma Separated Values (CSV) file. > You can leave the ID column as blank while inserting new records. When you import this template, each row will make a Customer record in the system. 1.3 Importing the Template After updating your template file, go back to the Data Import form and attach the file by clicking on the Attach button. Select the template file and click on Upload. After the upload is successful, click on Start Import. If there are any errors in your template, they will be shown in the Warnings section. The warnings will be categorized by Row or Column with their number so that you can easily track them down in the template and resolve them. You must resolve all the warnings before you can import the data. After you have resolved the warnings, click on Start Import again to import the data. On successful import of the data, you'll see a log of each record that was created in the Import Log section. 2. Updating Existing Records Let's say you want to update Customer data in bulk in your system. The first step is to download the template with the data. 2.1 Download the Template Go to Customer List, click on Menu > Import. Click on New. Select Import Type as Update Existing Records Click on Save. Now, click on Download Template. While updating existing records, you must export the records from the system with the ID field and the fields that you want to update. You can choose All Records or Filtered Records depending on your case. Select the fields that you want to update for the Customer records. Click on Export. 2.2 Updating Data in the Template Your downloaded template will look something like this: Now, change the values in your template and save the file as Excel or CSV. > While exporting records for updating them, ensure that the ID column is exported and is untouched. The values in the ID column are used to identify the records in the system. You can update the values in other columns but not in the ID column. If you remove some child table row, the system will consider that the row is supposed to be deleted. 2.3 Importing the Template Follow the steps in Importing the Template section above. 3. Importing Child Records Data in ERPNext is stored in tables like a spreadsheet with columns and rows of data. Each form likes Sales Order has multiple fields like Customer, Company, etc. It also has tables like the item table, tax table, etc. In Data Import, the set of fields in the Sales Order are treated as the main table and the rows inside the child table (item table) are treated as the child table for data import. Each form in ERPNext can have multiple child tables associated with it. The child tables are linked to the parent tables and are implemented where there are multiple values for any property. For example, an Item can have multiple prices, a Sales Invoice has multiple Items, Taxes, and so on. When you export a document with child tables, for e.g., each child row will appear on a separate row but it is associated with a single parent row. The subsequent values in the parent columns will remain blank. You must ensure that this order is not broken when you are importing them via Data Import. 4. Import Options 4.1 Import from Google Sheets You can also import data from Google Sheets. Import your template in Google Sheets and enter the data. Make sure the Google Sheet is public. You can test this by opening the Google Sheets URL in an incognito browser window. 4.2 Submit After Import In ERPNext document types are mainly of two types - masters and transactions. The masters are records like Customer and Task which can only be saved not submitted. Transactions like Sales Orders, Purchase Invoices are submittable documents and can be submitted. When you select a submittable document type for Import, you can tick Submit After Import to submit the document after it is imported. 4.3 Don't Send Emails Let's say you have created a Notification in your system and whenever a Lead is created an email is sent. Now, if you are bulk importing Leads then a lot of emails will be sent, which may not be desired. You can disable this option to avoid sending emails. 5. Additional Notes 5.1 Upload Limit There is no hard limit on the number of records that can be imported. But you must try and upload only a few thousand records at a time. Importing a large number of records (let's say 50,000) might slow down the system considerably for the users that are using the system. 5.2 CSV Files A CSV (Comma Separated Value) file is a data file that you can upload into ERPNext to update various data. Any spreadsheet file from popular spreadsheet applications like MS Excel or Open Office Spreadsheet can be saved as a CSV file. If you are using Microsoft Excel and using non-English characters, make sure to save your file encoded as UTF-8. For older versions of Excel, there is no clear way of saving as UTF-8. So save your file as CSV, then open it in Notepad, then save as “UTF-8”. (Or upgrade your Excel!) 6. Video 7. Related Topics Charts Of Accounts Importer Data Export

# Data Import Edit Page New Page Revisions Page Settings **The Data Import Tool in ERPNext lets you import records from a CSV/Excel file.** Data Import Tool is an easy way to upload (or edit) bulk data (especially master data) into the system. To begin importing data, go to: > Home > Data Import and Settings > Import Data Or go to the Document you want to import and click on Menu > Import:  Before using Data Import **ensure** that you have all of your data ready. ## 1\. Inserting New Records Let's say you want to import the list of Customers from your old system into ERPNext. The first step is to download a template in which we can enter our data. ### 1.1 Download the Template 1. Go to Customer List, click on Menu > Import. Click on **New**. 2. Select Import Type as Insert New Records. 3. Click on **Save**. 4. Now, click on **Download Template**. 5. While inserting new records, the template should be blank. If you have a few Customers in your system, you can select Export Type as "5 Records" to see the format in which you have to enter the data in the template. 6. Select the File Type of the export template. 7. Select the fields that you want to fill in as the Customer details. 8. Click on **Export**.  ### 1.2 Entering Data in the Template Your downloaded template will look something like this:  Open the downloaded template in a spreadsheet application (like Excel, Numbers, or Libre Office) and enter the data below the column headings shown as follows:  Now, save your template as an Excel or Comma Separated Values (CSV) file. > You can leave the ID column as blank while inserting new records. When you import this template, each row will make a Customer record in the system. ### 1.3 Importing the Template 1. After updating your template file, go back to the Data Import form and attach the file by clicking on the **Attach** button. 2. Select the template file and click on **Upload**. 3. After the upload is successful, click on **Start Import**.  If there are any errors in your template, they will be shown in the Warnings section. The warnings will be categorized by Row or Column with their number so that you can easily track them down in the template and resolve them. You must resolve all the warnings before you can import the data.  After you have resolved the warnings, click on **Start Import** again to import the data. On successful import of the data, you'll see a log of each record that was created in the Import Log section.  ## 2\. Updating Existing Records Let's say you want to update Customer data in bulk in your system. The first step is to download the template with the data. ### 2.1 Download the Template 1. Go to Customer List, click on Menu > Import. Click on **New**. 2. Select Import Type as Update Existing Records 3. Click on **Save**. 4. Now, click on **Download Template**. 5. While updating existing records, you must export the records from the system with the ID field and the fields that you want to update. You can choose All Records or Filtered Records depending on your case. 6. Select the fields that you want to update for the Customer records. 7. Click on **Export**. ### 2.2 Updating Data in the Template Your downloaded template will look something like this:  Now, change the values in your template and save the file as Excel or CSV. > While exporting records for updating them, ensure that the ID column is > exported and is untouched. The values in the ID column are used to identify > the records in the system. You can update the values in other columns but > not in the ID column. If you remove some child table row, the system will > consider that the row is supposed to be deleted. ### 2.3 Importing the Template Follow the steps in Importing the Template section above. ## 3\. Importing Child Records Data in ERPNext is stored in tables like a spreadsheet with columns and rows of data. Each form likes Sales Order has multiple fields like Customer, Company, etc. It also has tables like the item table, tax table, etc. In Data Import, the set of fields in the Sales Order are treated as the main table and the rows inside the child table (item table) are treated as the child table for data import. Each form in ERPNext can have multiple child tables associated with it. The child tables are linked to the parent tables and are implemented where there are multiple values for any property. For example, an Item can have multiple prices, a Sales Invoice has multiple Items, Taxes, and so on. When you export a document with child tables, for e.g., each child row will appear on a separate row but it is associated with a single parent row. The subsequent values in the parent columns will remain blank. You must ensure that this order is not broken when you are importing them via Data Import.  ## 4\. Import Options ### 4.1 Import from Google Sheets You can also import data from Google Sheets. Import your template in Google Sheets and enter the data. Make sure the Google Sheet is public. You can test this by opening the Google Sheets URL in an incognito browser window.   ### 4.2 Submit After Import In ERPNext document types are mainly of two types - masters and transactions. The masters are records like Customer and Task which can only be saved not submitted. Transactions like Sales Orders, Purchase Invoices are submittable documents and can be submitted. When you select a submittable document type for Import, you can tick **Submit After Import** to submit the document after it is imported. ### 4.3 Don't Send Emails Let's say you have created a [Notification](/docs/v13/user/manual/en/setting- up/notifications) in your system and whenever a Lead is created an email is sent. Now, if you are bulk importing Leads then a lot of emails will be sent, which may not be desired. You can disable this option to avoid sending emails. ## 5\. Additional Notes ### 5.1 Upload Limit There is no hard limit on the number of records that can be imported. But you must try and upload only a few thousand records at a time. Importing a large number of records (let's say 50,000) might slow down the system considerably for the users that are using the system. ### 5.2 CSV Files A CSV (Comma Separated Value) file is a data file that you can upload into ERPNext to update various data. Any spreadsheet file from popular spreadsheet applications like MS Excel or Open Office Spreadsheet can be saved as a CSV file. If you are using Microsoft Excel and using non-English characters, make sure to save your file encoded as UTF-8. For older versions of Excel, there is no clear way of saving as UTF-8. So save your file as CSV, then open it in Notepad, then save as “UTF-8”. (Or upgrade your Excel!) ## 6\. Video ## 7\. Related Topics 1. [Charts Of Accounts Importer](/docs/v13/user/manual/en/setting-up/chart-of-accounts-importer) 2. [Data Export](/docs/v13/user/manual/en/setting-up/data/data-export) ##### Data Import pushkar edited 3 weeks ago × **The Data Import Tool in ERPNext lets you import records from a CSV/Excel file.** Data Import Tool is an easy way to upload (or edit) bulk data (especially master data) into the system. To begin importing data, go to: > Home > Data Import and Settings > Import Data Or go to the Document you want to import and click on Menu > Import:  Before using Data Import **ensure** that you have all of your data ready. ## 1\. Inserting New Records Let's say you want to import the list of Customers from your old system into ERPNext. The first step is to download a template in which we can enter our data. ### 1.1 Download the Template 1. Go to Customer List, click on Menu > Import. Click on **New**. 2. Select Import Type as Insert New Records. 3. Click on **Save**. 4. Now, click on **Download Template**. 5. While inserting new records, the template should be blank. If you have a few Customers in your system, you can select Export Type as "5 Records" to see the format in which you have to enter the data in the template. 6. Select the File Type of the export template. 7. Select the fields that you want to fill in as the Customer details. 8. Click on **Export**.  ### 1.2 Entering Data in the Template Your downloaded template will look something like this:  Open the downloaded template in a spreadsheet application (like Excel, Numbers, or Libre Office) and enter the data below the column headings shown as follows:  Now, save your template as an Excel or Comma Separated Values (CSV) file. > You can leave the ID column as blank while inserting new records. When you import this template, each row will make a Customer record in the system. ### 1.3 Importing the Template 1. After updating your template file, go back to the Data Import form and attach the file by clicking on the **Attach** button. 2. Select the template file and click on **Upload**. 3. After the upload is successful, click on **Start Import**.  If there are any errors in your template, they will be shown in the Warnings section. The warnings will be categorized by Row or Column with their number so that you can easily track them down in the template and resolve them. You must resolve all the warnings before you can import the data.  After you have resolved the warnings, click on **Start Import** again to import the data. On successful import of the data, you'll see a log of each record that was created in the Import Log section.  ## 2\. Updating Existing Records Let's say you want to update Customer data in bulk in your system. The first step is to download the template with the data. ### 2.1 Download the Template 1. Go to Customer List, click on Menu > Import. Click on **New**. 2. Select Import Type as Update Existing Records 3. Click on **Save**. 4. Now, click on **Download Template**. 5. While updating existing records, you must export the records from the system with the ID field and the fields that you want to update. You can choose All Records or Filtered Records depending on your case. 6. Select the fields that you want to update for the Customer records. 7. Click on **Export**. ### 2.2 Updating Data in the Template Your downloaded template will look something like this:  Now, change the values in your template and save the file as Excel or CSV. > While exporting records for updating them, ensure that the ID column is > exported and is untouched. The values in the ID column are used to identify > the records in the system. You can update the values in other columns but > not in the ID column. If you remove some child table row, the system will > consider that the row is supposed to be deleted. ### 2.3 Importing the Template Follow the steps in Importing the Template section above. ## 3\. Importing Child Records Data in ERPNext is stored in tables like a spreadsheet with columns and rows of data. Each form likes Sales Order has multiple fields like Customer, Company, etc. It also has tables like the item table, tax table, etc. In Data Import, the set of fields in the Sales Order are treated as the main table and the rows inside the child table (item table) are treated as the child table for data import. Each form in ERPNext can have multiple child tables associated with it. The child tables are linked to the parent tables and are implemented where there are multiple values for any property. For example, an Item can have multiple prices, a Sales Invoice has multiple Items, Taxes, and so on. When you export a document with child tables, for e.g., each child row will appear on a separate row but it is associated with a single parent row. The subsequent values in the parent columns will remain blank. You must ensure that this order is not broken when you are importing them via Data Import.  ## 4\. Import Options ### 4.1 Import from Google Sheets You can also import data from Google Sheets. Import your template in Google Sheets and enter the data. Make sure the Google Sheet is public. You can test this by opening the Google Sheets URL in an incognito browser window.   ### 4.2 Submit After Import In ERPNext document types are mainly of two types - masters and transactions. The masters are records like Customer and Task which can only be saved not submitted. Transactions like Sales Orders, Purchase Invoices are submittable documents and can be submitted. When you select a submittable document type for Import, you can tick **Submit After Import** to submit the document after it is imported. ### 4.3 Don't Send Emails Let's say you have created a [Notification](/docs/v13/user/manual/en/setting- up/notifications) in your system and whenever a Lead is created an email is sent. Now, if you are bulk importing Leads then a lot of emails will be sent, which may not be desired. You can disable this option to avoid sending emails. ## 5\. Additional Notes ### 5.1 Upload Limit There is no hard limit on the number of records that can be imported. But you must try and upload only a few thousand records at a time. Importing a large number of records (let's say 50,000) might slow down the system considerably for the users that are using the system. ### 5.2 CSV Files A CSV (Comma Separated Value) file is a data file that you can upload into ERPNext to update various data. Any spreadsheet file from popular spreadsheet applications like MS Excel or Open Office Spreadsheet can be saved as a CSV file. If you are using Microsoft Excel and using non-English characters, make sure to save your file encoded as UTF-8. For older versions of Excel, there is no clear way of saving as UTF-8. So save your file as CSV, then open it in Notepad, then save as “UTF-8”. (Or upgrade your Excel!) ## 6\. Video ## 7\. Related Topics 1. [Charts Of Accounts Importer](/docs/v13/user/manual/en/setting-up/chart-of-accounts-importer) 2. [Data Export](/docs/v13/user/manual/en/setting-up/data/data-export) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Data Export

https://docs.erpnext.com/docs/user/manual/en/data-export

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Data Export</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p><strong>'Data Export' helps you extract data from any DocTypes to a CSV or an Excel format.</strong></p><p>To access Data Export, go to:</p><blockquote><p>Home &gt; Settings &gt; Data Export</p></blockquote><h2>1. How to Use Data Export</h2><ol><li><p>Go to the 'Data Export' DocType.</p></li><li><p>Select the DocType from which the data is to be extracted.</p></li><li><p>Select the file format whether CSV or Excel.</p></li><li><p>Tick the checkbox if you want to export the data without any header notes and column descriptions.</p></li><li><p>Select the fields to export, the red ones are mandatory.</p></li><li><p>You can also add filters to select only specific data. For example, 'Status = Draft' will export all Sales Orders having the status as 'Draft'.</p></li><li><p>Click on Export to download the file.</p><p><img alt="Screenshot 2023-12-28 at 12.30.01 PM" class="screenshot" contenteditable="false" draggable="true" src="/files/Screenshot%202023-12-28%20at%2012.30.01%20PM.png" title="Screenshot 2023-12-28 at 12.30.01 PM.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>After exporting data, you can use the same file to import data using <a href="/docs/v13/user/manual/en/setting-up/data/data-import" rel="noopener noreferrer nofollow" target="_blank">Data Import</a>.</p></li></ol></div> </div> <input value="032c00cbbd" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Data Export</h5> <span class="small text-muted revision-time">pushkar edited 5 months ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p><strong>'Data Export' helps you extract data from any DocTypes to a CSV or an Excel format.</strong></p><p>To access Data Export, go to:</p><blockquote><p>Home &gt; Settings &gt; Data Export</p></blockquote><h2>1. How to Use Data Export</h2><ol><li><p>Go to the 'Data Export' DocType.</p></li><li><p>Select the DocType from which the data is to be extracted.</p></li><li><p>Select the file format whether CSV or Excel.</p></li><li><p>Tick the checkbox if you want to export the data withiut any header notes and column descriptions.</p></li><li><p>Select the fields to export, the red ones are mandatory.</p></li><li><p>You can also add filters to select only specific data. For example, 'Status = Draft' will export all Sales Orders having the status as 'Draft'.</p></li><li><p>Click on Export to download the file.</p><p><img class="screenshot" src="/files/Screenshot%202023-12-28%20at%2012.30.01%20PM.png" alt="Screenshot 2023-12-28 at 12.30.01 PM" title="Screenshot 2023-12-28 at 12.30.01 PM.png" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p>After exporting data, you can use the same file to import data using <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v13/user/manual/en/setting-up/data/data-import">Data Import</a>.</p></li></ol></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/data-export" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Data Export 'Data Export' helps you extract data from any DocTypes to a CSV or an Excel format. To access Data Export, go to: Home > Settings > Data Export 1. How to Use Data Export Go to the 'Data Export' DocType. Select the DocType from which the data is to be extracted. Select the file format whether CSV or Excel. Tick the checkbox if you want to export the data without any header notes and column descriptions. Select the fields to export, the red ones are mandatory. You can also add filters to select only specific data. For example, 'Status = Draft' will export all Sales Orders having the status as 'Draft'. Click on Export to download the file. After exporting data, you can use the same file to import data using Data Import.

# Data Export Edit Page New Page Revisions Page Settings **'Data Export' helps you extract data from any DocTypes to a CSV or an Excel format.** To access Data Export, go to: > Home > Settings > Data Export ## 1\. How to Use Data Export 1. Go to the 'Data Export' DocType. 2. Select the DocType from which the data is to be extracted. 3. Select the file format whether CSV or Excel. 4. Tick the checkbox if you want to export the data without any header notes and column descriptions. 5. Select the fields to export, the red ones are mandatory. 6. You can also add filters to select only specific data. For example, 'Status = Draft' will export all Sales Orders having the status as 'Draft'. 7. Click on Export to download the file.  After exporting data, you can use the same file to import data using [Data Import](/docs/v13/user/manual/en/setting-up/data/data-import). ##### Data Export pushkar edited 5 months ago × **'Data Export' helps you extract data from any DocTypes to a CSV or an Excel format.** To access Data Export, go to: > Home > Settings > Data Export ## 1\. How to Use Data Export 1. Go to the 'Data Export' DocType. 2. Select the DocType from which the data is to be extracted. 3. Select the file format whether CSV or Excel. 4. Tick the checkbox if you want to export the data withiut any header notes and column descriptions. 5. Select the fields to export, the red ones are mandatory. 6. You can also add filters to select only specific data. For example, 'Status = Draft' will export all Sales Orders having the status as 'Draft'. 7. Click on Export to download the file.  After exporting data, you can use the same file to import data using [Data Import](/docs/v13/user/manual/en/setting-up/data/data-import). Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Chart Of Accounts Importer

https://docs.erpnext.com/docs/user/manual/en/chart-of-accounts-importer

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Chart Of Accounts Importer </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p>&gt; Introduced in Version 12</p> <p>When a new company is created in ERPNext, the Chart of Accounts for it is created by default with a pre-set structure. However, if you have your own Chart of Accounts, you can import it using the Chart of Accounts Importer.</p> <p>It allows you to create your own Chart of Accounts according to your requirement and import it into the system.</p> <p>Any existing Chart Of Accounts against that company will be overwritten. Make sure the company you are selecting doesn't have any pre-existing transactions otherwise you'll receive a validation error.</p> <p>To access, go to: &gt; Home &gt; Getting Started &gt; Chart of Accounts Importer</p> <h2 id="1-how-to-import-chart-of-accounts">1. How to import Chart Of Accounts</h2> <ol> <li><p>Select the Company for which you want to import the Chart of Accounts.</p></li> <li><p>Click on "Download Template" button to download the template. Select file type in which you want to download the template. Select the template type and click on "Download". "Sample Template" contains pre-filled sample data so that you get an idea of how to fill the template. You can edit the data in "Sample Template" itself or download "Blank Template" for a fresh template.</p> <p><img alt="COA Import" class="screenshot" src="/files/coa-template-download.png"> <img alt="COA Import" class="screenshot" src="/files/coa-blank-template.png"></p></li> <li><p>Once you download the template, fill in the details in the template as shown in the sample template below. Please make sure to make accounts for account types "Cost of Goods Sold", "Depreciation", "Fixed Asset", "Payable", "Receivable", "Stock Adjustment". Root types for these accounts must be one of Asset, Liability, Income, Expense, and Equity.</p> <p>To know more about "Account Types" and "Root Types" click here <a href="/docs/v13/user/manual/en/accounts/chart-of-accounts">click here</a> <img alt="COA Import" class="screenshot" src="/files/coa-sample-template.png"></p></li> <li><p>Click on "Attach" to upload the template.</p> <p><img alt="COA Import" class="screenshot" src="/files/coa-attach.png"></p></li> <li><p>Once you upload the template you'll be able to see the preview of the Chart of Accounts in the Chart Preview section.</p> <p><img alt="COA Import" class="screenshot" src="/files/coa-preview.png"></p></li> <li><p>If everything seems correct in the preview, click on "Import" in the top right corner and the accounts will be created.</p> <p><img alt="COA Import" class="screenshot" src="/files/coa-start-import.png"></p></li> <li><p>To verify the created accounts you can go to Chart of Accounts and see the newly created accounts for that company.</p> <p><img alt="COA Import" class="screenshot" src="/files/coa-import.png"></p></li> </ol> <h3 id="2-related-topics">2. Related Topics</h3> <ol> <li><a href="/docs/v13/user/manual/en/accounts/chart-of-accounts">Chart Of Accounts</a></li> </ol> </div> <input value="3294511955" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Chart Of Accounts Importer </h5> <span class="small text-muted revision-time">Administrator edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/chart-of-accounts-importer" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Chart Of Accounts Importer > Introduced in Version 12 When a new company is created in ERPNext, the Chart of Accounts for it is created by default with a pre-set structure. However, if you have your own Chart of Accounts, you can import it using the Chart of Accounts Importer. It allows you to create your own Chart of Accounts according to your requirement and import it into the system. Any existing Chart Of Accounts against that company will be overwritten. Make sure the company you are selecting doesn't have any pre-existing transactions otherwise you'll receive a validation error. To access, go to: > Home > Getting Started > Chart of Accounts Importer 1. How to import Chart Of Accounts Select the Company for which you want to import the Chart of Accounts. Click on "Download Template" button to download the template. Select file type in which you want to download the template. Select the template type and click on "Download". "Sample Template" contains pre-filled sample data so that you get an idea of how to fill the template. You can edit the data in "Sample Template" itself or download "Blank Template" for a fresh template. Once you download the template, fill in the details in the template as shown in the sample template below. Please make sure to make accounts for account types "Cost of Goods Sold", "Depreciation", "Fixed Asset", "Payable", "Receivable", "Stock Adjustment". Root types for these accounts must be one of Asset, Liability, Income, Expense, and Equity. To know more about "Account Types" and "Root Types" click here click here Click on "Attach" to upload the template. Once you upload the template you'll be able to see the preview of the Chart of Accounts in the Chart Preview section. If everything seems correct in the preview, click on "Import" in the top right corner and the accounts will be created. To verify the created accounts you can go to Chart of Accounts and see the newly created accounts for that company. 2. Related Topics Chart Of Accounts

# Chart Of Accounts Importer Edit Page New Page Revisions Page Settings > Introduced in Version 12 When a new company is created in ERPNext, the Chart of Accounts for it is created by default with a pre-set structure. However, if you have your own Chart of Accounts, you can import it using the Chart of Accounts Importer. It allows you to create your own Chart of Accounts according to your requirement and import it into the system. Any existing Chart Of Accounts against that company will be overwritten. Make sure the company you are selecting doesn't have any pre-existing transactions otherwise you'll receive a validation error. To access, go to: > Home > Getting Started > Chart of Accounts Importer ## 1\. How to import Chart Of Accounts 1. Select the Company for which you want to import the Chart of Accounts. 2. Click on "Download Template" button to download the template. Select file type in which you want to download the template. Select the template type and click on "Download". "Sample Template" contains pre-filled sample data so that you get an idea of how to fill the template. You can edit the data in "Sample Template" itself or download "Blank Template" for a fresh template.   3. Once you download the template, fill in the details in the template as shown in the sample template below. Please make sure to make accounts for account types "Cost of Goods Sold", "Depreciation", "Fixed Asset", "Payable", "Receivable", "Stock Adjustment". Root types for these accounts must be one of Asset, Liability, Income, Expense, and Equity. To know more about "Account Types" and "Root Types" click here [click here](/docs/v13/user/manual/en/accounts/chart-of-accounts)  4. Click on "Attach" to upload the template.  5. Once you upload the template you'll be able to see the preview of the Chart of Accounts in the Chart Preview section.  6. If everything seems correct in the preview, click on "Import" in the top right corner and the accounts will be created.  7. To verify the created accounts you can go to Chart of Accounts and see the newly created accounts for that company.  ### 2\. Related Topics 1. [Chart Of Accounts](/docs/v13/user/manual/en/accounts/chart-of-accounts) ##### Chart Of Accounts Importer Administrator edited 3 years ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Downloading Backups

https://docs.erpnext.com/docs/user/manual/en/download-backup

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Downloading Backups </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p>In the ERPNext, you can manually download database backup. To get the latest database backup, go to:</p> <p>&gt; Home &gt; Settings &gt; Download Backups</p> <p>Backup available for the download is updated in every eight hours. Click on the link to download the backup at a given time.</p> <p><img alt="Download Backup" class="screenshot" src="/files/download-backup-1.png"></p> <p>By default three latest backups will be available for the download. To change this, click on "Set Number of Backups". This will take you to System Settings where you can set Number of Backups available for download at a time.</p> <p><img alt="Download Backup" class="screenshot" src="/files/download-backup-2.png"></p> <h2 id="downloading-files-backup">Downloading Files Backup</h2> <p>Clicking on Download Files Backup will send an email with links to the backup for both private and public files. <a href="/docs/v13/user/manual/en/setting-up/email">Email</a> must be configured for this to work.</p> <p><img alt="Download Backup" class="screenshot" src="/files/download-backup-files.png"></p> <h2 id="automating-backups-to-cloud-storage">Automating Backups to Cloud Storage</h2> <p>You can also automate your backups to be uploaded directly on a cloud storage platform. Currently, ERPNext supports:</p> <ol> <li>Amazon S3</li> <li><a href="/docs/v13/user/manual/en/erpnext_integration/dropbox-backup">Dropbox</a></li> <li><a href="/docs/v13/user/manual/en/erpnext_integration/google_drive">Google Drive</a></li> </ol> </div> <input value="0519cc59c8" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Downloading Backups </h5> <span class="small text-muted revision-time">Administrator edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/download-backup" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Downloading Backups In the ERPNext, you can manually download database backup. To get the latest database backup, go to: > Home > Settings > Download Backups Backup available for the download is updated in every eight hours. Click on the link to download the backup at a given time. By default three latest backups will be available for the download. To change this, click on "Set Number of Backups". This will take you to System Settings where you can set Number of Backups available for download at a time. Downloading Files Backup Clicking on Download Files Backup will send an email with links to the backup for both private and public files. Email must be configured for this to work. Automating Backups to Cloud Storage You can also automate your backups to be uploaded directly on a cloud storage platform. Currently, ERPNext supports: Amazon S3 Dropbox Google Drive

# Downloading Backups Edit Page New Page Revisions Page Settings In the ERPNext, you can manually download database backup. To get the latest database backup, go to: > Home > Settings > Download Backups Backup available for the download is updated in every eight hours. Click on the link to download the backup at a given time.  By default three latest backups will be available for the download. To change this, click on "Set Number of Backups". This will take you to System Settings where you can set Number of Backups available for download at a time.  ## Downloading Files Backup Clicking on Download Files Backup will send an email with links to the backup for both private and public files. [Email](/docs/v13/user/manual/en/setting- up/email) must be configured for this to work.  ## Automating Backups to Cloud Storage You can also automate your backups to be uploaded directly on a cloud storage platform. Currently, ERPNext supports: 1. Amazon S3 2. [Dropbox](/docs/v13/user/manual/en/erpnext_integration/dropbox-backup) 3. [Google Drive](/docs/v13/user/manual/en/erpnext_integration/google_drive) ##### Downloading Backups Administrator edited 3 years ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Bulk Renaming of Records

https://docs.erpnext.com/docs/user/manual/en/bulk-rename

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Bulk Renaming of Records </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p><strong>Bulk Renaming allows renaming multiple records at once.</strong></p> <p>You can rename a document in ERPNext (if it is allowed) by going to <strong>Menu &gt; Rename</strong> in the document.</p> <p>Alternatively, if you want to rename a whole bunch of records, use the Rename Tool. Go to:</p> <p><img src="/files/renaming-a-document.gif" alt="Renaming a document" class="screenshot"></p> <p>&gt; Home &gt; Settings &gt; Rename Tool</p> <p>This tool will allow you to rename multiple records at the same time.</p> <p>To rename multiple records, upload a <strong>.csv</strong> file with the old names in the first column and the new names in the second column. Then click on <strong>Upload</strong>.</p> <p><img alt="Bulk Rename" class="screenshot" src="/files/rename-tool.png"></p> <p>You can also merge documents by renaming them. For example, if you have a customer named Steve and a duplicate named Steve1, you can go to either of them, click on Menu &gt; Rename and tick the 'Merge with existing' checkbox. This will merge all the linked documents of both documents. To know more, visit this page.</p> <h3 id="2-related-topics">2. Related Topics</h3> <ol> <li><a href="/docs/v13/user/manual/en/setting-up/data/data-import">Data Import</a></li> </ol> </div> <input value="1ac91159ed" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Bulk Renaming of Records </h5> <span class="small text-muted revision-time">Administrator edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/bulk-rename" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Bulk Renaming of Records Bulk Renaming allows renaming multiple records at once. You can rename a document in ERPNext (if it is allowed) by going to Menu > Rename in the document. Alternatively, if you want to rename a whole bunch of records, use the Rename Tool. Go to: > Home > Settings > Rename Tool This tool will allow you to rename multiple records at the same time. To rename multiple records, upload a .csv file with the old names in the first column and the new names in the second column. Then click on Upload. You can also merge documents by renaming them. For example, if you have a customer named Steve and a duplicate named Steve1, you can go to either of them, click on Menu > Rename and tick the 'Merge with existing' checkbox. This will merge all the linked documents of both documents. To know more, visit this page. 2. Related Topics Data Import

# Bulk Renaming of Records Edit Page New Page Revisions Page Settings **Bulk Renaming allows renaming multiple records at once.** You can rename a document in ERPNext (if it is allowed) by going to **Menu > Rename** in the document. Alternatively, if you want to rename a whole bunch of records, use the Rename Tool. Go to:  > Home > Settings > Rename Tool This tool will allow you to rename multiple records at the same time. To rename multiple records, upload a **.csv** file with the old names in the first column and the new names in the second column. Then click on **Upload**.  You can also merge documents by renaming them. For example, if you have a customer named Steve and a duplicate named Steve1, you can go to either of them, click on Menu > Rename and tick the 'Merge with existing' checkbox. This will merge all the linked documents of both documents. To know more, visit this page. ### 2\. Related Topics 1. [Data Import](/docs/v13/user/manual/en/setting-up/data/data-import) ##### Bulk Renaming of Records Administrator edited 3 years ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Bulk Update

https://docs.erpnext.com/docs/user/manual/en/bulk-update

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Bulk Update </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p><strong>Bulk Update allows you to update a particular field of a DocType for all documents.</strong></p> <p>To access Bulk Update, go to:</p> <blockquote> <p>Home &gt; Settings &gt; Bulk Update</p> </blockquote> <p>Consider that you have 20 quotations in which you had selected 'All Territories' and now you want to change the Territory to France. Instead of updating the individual quotations manually, you can use Bulk Update to update all 20 Quotations at once.</p> <p>To do this,</p> <ol> <li>Go to Bulk Update.</li> <li>Select the Document Type, like Quotation.</li> <li>Select the field to update, like territory.</li> <li>Enter a <strong>valid</strong> new value to be updated.</li> <li>Enter any conditions that apply, for example, status="Draft" will only affect documents in the Draft stage.</li> <li>Select the limit, i.e. number of documents (Quotations) to be updated.</li> <li><p>Click on Update.</p> <p><img src="/files/bulk-update.png" alt="Bulk Update" class="screenshot"></p></li> </ol> <blockquote> <p>Note: You can only update fields that can be updated normally in a particular stage. For example, valid till date cannot be updated for submitted Quotations.</p> </blockquote> <h3 id="related-topics">Related Topics</h3> <ol> <li><a href="/docs/v13/user/manual/en/setting-up/settings/bulk-rename">Bulk Rename</a></li> </ol> </div> <input value="2f42888e46" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Bulk Update </h5> <span class="small text-muted revision-time">Administrator edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/bulk-update" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Bulk Update Bulk Update allows you to update a particular field of a DocType for all documents. To access Bulk Update, go to: Home > Settings > Bulk Update Consider that you have 20 quotations in which you had selected 'All Territories' and now you want to change the Territory to France. Instead of updating the individual quotations manually, you can use Bulk Update to update all 20 Quotations at once. To do this, Go to Bulk Update. Select the Document Type, like Quotation. Select the field to update, like territory. Enter a valid new value to be updated. Enter any conditions that apply, for example, status="Draft" will only affect documents in the Draft stage. Select the limit, i.e. number of documents (Quotations) to be updated. Click on Update. Note: You can only update fields that can be updated normally in a particular stage. For example, valid till date cannot be updated for submitted Quotations. Related Topics Bulk Rename

# Bulk Update Edit Page New Page Revisions Page Settings **Bulk Update allows you to update a particular field of a DocType for all documents.** To access Bulk Update, go to: > Home > Settings > Bulk Update Consider that you have 20 quotations in which you had selected 'All Territories' and now you want to change the Territory to France. Instead of updating the individual quotations manually, you can use Bulk Update to update all 20 Quotations at once. To do this, 1. Go to Bulk Update. 2. Select the Document Type, like Quotation. 3. Select the field to update, like territory. 4. Enter a **valid** new value to be updated. 5. Enter any conditions that apply, for example, status="Draft" will only affect documents in the Draft stage. 6. Select the limit, i.e. number of documents (Quotations) to be updated. 7. Click on Update.  > Note: You can only update fields that can be updated normally in a > particular stage. For example, valid till date cannot be updated for > submitted Quotations. ### Related Topics 1. [Bulk Rename](/docs/v13/user/manual/en/setting-up/settings/bulk-rename) ##### Bulk Update Administrator edited 3 years ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Personal Data Download

https://docs.erpnext.com/docs/user/manual/en/personal-data-download

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Personal Data Download </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p>As a part of GDPR compliance, ERPNext has Personal Data Download.</p> <p>Personal data download tool enables a user to automatically download all the personal data they have generated while using ERPNext. This includes personally identifiable data from your user account like: username, full name, birth date, phone numbers, mobile numbers, location, interests, bio, email signature, Email, Contact, Address, Communication, etc. It also includes data from Leads and Opportunities, the details you have saved like phone numbers, mobile numbers, fax, website, and name.</p> <h2 id="1-how-to-request-user-data-download">1. How to request user data download</h2> <ol> <li><p>To begin downloading data, the user has to <strong>logged in</strong> and visit [host-name]/request-data (e.g. erpnext.com/request-data) in the URL field.</p> <p><img alt="Request Data" class="screenshot" src="/files/request-data-webform.png"></p></li> <li><p>After submitting your request, you will receive a success response. <img alt="Request Data" class="screenshot" src="/files/download-request-succes.png"></p></li> <li><p>This will send an email with a download link of the data to the email address associated with the user. <img alt="Download Data Email" class="screenshot" src="/files/download-data-email.png"></p></li> </ol> <p>The file available for download will be in the JSON format.</p> <h2 id="2-personal-data-download-request-doctype">2. Personal Data Download Request DocType</h2> <p>The request is also recorded in the DocType "Personal Data Download Request", the file-link that is sent to the user via email is also attached to the doc. Search for Personal Data Download Request from the search bar.</p> <p><img alt="Personal Data Download Request Doctype" class="screenshot" src="/files/personal-data-download-request-doctype.png"></p> <h3 id="3-related-topics">3. Related Topics</h3> <ol> <li><a href="/docs/v13/user/manual/en/setting-up/personal-data-deletion">Personal Data Deletion</a></li> </ol> </div> <input value="43bbf8f712" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Personal Data Download </h5> <span class="small text-muted revision-time">Administrator edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/personal-data-download" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Personal Data Download As a part of GDPR compliance, ERPNext has Personal Data Download. Personal data download tool enables a user to automatically download all the personal data they have generated while using ERPNext. This includes personally identifiable data from your user account like: username, full name, birth date, phone numbers, mobile numbers, location, interests, bio, email signature, Email, Contact, Address, Communication, etc. It also includes data from Leads and Opportunities, the details you have saved like phone numbers, mobile numbers, fax, website, and name. 1. How to request user data download To begin downloading data, the user has to logged in and visit [host-name]/request-data (e.g. erpnext.com/request-data) in the URL field. After submitting your request, you will receive a success response. This will send an email with a download link of the data to the email address associated with the user. The file available for download will be in the JSON format. 2. Personal Data Download Request DocType The request is also recorded in the DocType "Personal Data Download Request", the file-link that is sent to the user via email is also attached to the doc. Search for Personal Data Download Request from the search bar. 3. Related Topics Personal Data Deletion

# Personal Data Download Edit Page New Page Revisions Page Settings As a part of GDPR compliance, ERPNext has Personal Data Download. Personal data download tool enables a user to automatically download all the personal data they have generated while using ERPNext. This includes personally identifiable data from your user account like: username, full name, birth date, phone numbers, mobile numbers, location, interests, bio, email signature, Email, Contact, Address, Communication, etc. It also includes data from Leads and Opportunities, the details you have saved like phone numbers, mobile numbers, fax, website, and name. ## 1\. How to request user data download 1. To begin downloading data, the user has to **logged in** and visit [host-name]/request-data (e.g. erpnext.com/request-data) in the URL field.  2. After submitting your request, you will receive a success response.  3. This will send an email with a download link of the data to the email address associated with the user.  The file available for download will be in the JSON format. ## 2\. Personal Data Download Request DocType The request is also recorded in the DocType "Personal Data Download Request", the file-link that is sent to the user via email is also attached to the doc. Search for Personal Data Download Request from the search bar.  ### 3\. Related Topics 1. [Personal Data Deletion](/docs/v13/user/manual/en/setting-up/personal-data-deletion) ##### Personal Data Download Administrator edited 3 years ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Personal Data Deletion

https://docs.erpnext.com/docs/user/manual/en/personal-data-deletion

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Personal Data Deletion </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p>As a part of GDPR compliance, ERPNext has Personal Data Deletion.</p> <p>Personal data deletion tool enables a user to delete their account and anonymize all the personally identifiable data a user has generated while using ERPNext. That is, personally identifiable information will be randomized. This includes personally identifiable data from your user account like: username, full name, birth date, phone numbers, mobile numbers, location, interests, bio, email signature, Email, Contact, Address, Communication, etc. It also includes data from Leads and Opportunities, the details you have saved like phone numbers, mobile numbers, fax, website, and name.</p> <p>However, this excludes data that is required by law to be maintained by a business.</p> <h2 id="1-how-to-request-account-deletion">1. How to request account deletion</h2> <ol> <li>To begin deleting users account and personally identifiable data, you need to visit [host-name]/request-for-account-deletion (e.g. example.erpnext.com/request-for-account-deletion) in the URL field.</li> </ol> <p><img src="/files/Screenshot%202021-12-01%20at%208.53.14%20PM.png" alt="Request for Account Deletion" class="screenshot"></p> <ol start="2"> <li><p>Enter the email associated with your ERPNext account. After submitting your request, you will receive a success response.</p> <p><img alt="Deletion Request Success" class="screenshot" src="/files/deletion-request-success.png"></p></li> <li><p>This will send an email with a verification link to delete data to the email address associated with the user.</p> <p><img alt="Verification Email" class="screenshot" src="/files/verification-email.png"></p></li> <li><p>Once the user clicks on the verification link. A confirmation message will be displayed. <img alt="Confirmed Verification" class="screenshot" src="/files/confirmed-verification.png"></p></li> </ol> <h2 id="2-how-deleting-users-personal-data-works">2. How deleting user's personal data works</h2> <p>The request to delete data is recorded in the doctype "Personal Data Deletion Request".</p> <p><img alt="Personal Data Download Request Doctype" class="screenshot" src="/files/personal-data-deletion-request-doctype.png"></p> <p>This doctype maintains three states of status to complete the process of removal of user data.</p> <h3 id="21-pending-verification">2.1 Pending Verification</h3> <p>This status indicates that the user has requested data deletion via the web-form. However, verification of this request is still pending. Search for Personal Data Deletion Request from the search bar.</p> <p><img alt="Pending Verification" class="screenshot" src="/files/pending-verification.png"></p> <h3 id="22-pending-approval">2.2 Pending Approval</h3> <p>This indicates that the user has verified the request via email. This enables the option of "Delete Data" for System Managers.</p> <p><img alt="Pending Approval" class="screenshot" src="/files/pending-approval.png"></p> <h3 id="23-deleted">2.3 Deleted</h3> <p>This indicates that the System Manager has clicked on the "Delete Data" button. This means that the user's personally identifiable data has been anonymized.</p> <p><img alt="Deleted User" class="screenshot" src="/files/deleted-user.png"></p> <h3 id="3-setting-sla-for-personal-data-deletion-request">3. Setting SLA for Personal Data Deletion Request.</h3> <p>You can also set an SLA for Personal Data Deletion Request through Website Settings. This will appear on the web form description.</p> <ul> <li>Go to Website Settings</li> <li>Scroll to the section called Account Deletion Settings</li> <li>In the <strong>Account Deletion SLA (Days)</strong> field set the number of days within which users request for Account Deletion will be fulfilled.</li> <li>If you enable <strong>Show Account Deletion link in My Account page</strong>, the form link will be visible to users on the My Account Page of the website</li> </ul> <p><img src="/files/Screenshot%202021-12-01%20at%208.50.39%20PM.png" alt="Account Deletion Settings" class="screenshot"></p> <h3 id="4-related-topics">4. Related Topics</h3> <ol> <li><a href="/docs/v13/user/manual/en/setting-up/personal-data-download">Personal Data Download</a></li> </ol> </div> <input value="42ecc7a840" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Personal Data Deletion </h5> <span class="small text-muted revision-time">jannat edited 2 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p>As a part of GDPR compliance, ERPNext has Personal Data Deletion.</p> <p>Personal data deletion tool enables a user to delete their account and anonymize all the personally identifiable data a user has generated while using ERPNext. That is, personally identifiable information will be randomized. This includes personally identifiable data from your user account like: username, full name, birth date, phone numbers, mobile numbers, location, interests, bio, email signature, Email, Contact, Address, Communication, etc. It also includes data from Leads and Opportunities, the details you have saved like phone numbers, mobile numbers, fax, website, and name.</p> <p>However, this excludes data that is required by law to be maintained by a business.</p> <h2 id="1-how-to-request-the-deletion-of-user-account">1. How to request the deletion of user account</h2> <ol> <li><p>To begin deleting users account and personally identifiable data, you need to visit [host-name]/request-for-account-deletion (e.g. example.erpnext.com/request-for-account-deletion) in the URL field.</p> <p><img src="/files/Screenshot%202021-12-01%20at%208.53.14%20PM.png" alt="Request for Account Deletion" class="screenshot"></p></li> <li><p>Enter the email associated with your ERPNext account. After submitting your request, you will receive a success response.</p> <p><img class="screenshot" alt="Deletion Request Success" src="/files/deletion-request-success.png"></p></li> <li><p>This will send an email with a verification link to delete data to the email address associated with the user.</p> <p><img class="screenshot" alt="Verification Email" src="/files/verification-email.png"></p></li> <li><p>Once the user clicks on the verification link. A confirmation message will be displayed. <img class="screenshot" alt="Confirmed Verification" src="/files/confirmed-verification.png"></p></li> </ol> <h2 id="2-how-deleting-users-personal-data-works">2. How deleting user's personal data works</h2> <p>The request to delete data is recorded in the doctype "Personal Data Deletion Request".</p> <p><img class="screenshot" alt="Personal Data Download Request Doctype" src="/files/personal-data-deletion-request-doctype.png"></p> <p>This doctype maintains three states of status to complete the process of removal of user data.</p> <h3 id="21-pending-verification">2.1 Pending Verification</h3> <p>This status indicates that the user has requested data deletion via the web-form. However, verification of this request is still pending. Search for Personal Data Deletion Request from the search bar.</p> <p><img class="screenshot" alt="Pending Verification" src="/files/pending-verification.png"></p> <h3 id="22-pending-approval">2.2 Pending Approval</h3> <p>This indicates that the user has verified the request via email. This enables the option of "Delete Data" for System Managers.</p> <p><img class="screenshot" alt="Pending Approval" src="/files/pending-approval.png"></p> <h3 id="23-on-hold">2.3 On Hold</h3> <p>The system admins can now put a request on hold if they find some issues with the request. They can do so with a button that appears on the top right corner when the current status of the document is Pending Approval</p> <p><img src="/files/On%20Hold.png" alt="Put on Hold" class="screenshot"></p> <h3 id="23-deleted">2.3 Deleted</h3> <p>This indicates that the System Manager has clicked on the "Delete Data" button. This means that the user's personally identifiable data has been anonymized.</p> <p><img class="screenshot" alt="Deleted User" src="/files/deleted-user.png"></p> <h2 id="3-account-deletion-settings">3. Account Deletion Settings</h2> <p>Account Deletion Settings have been added to Website Settings. Here admins can enable the following:</p> <ul> <li>If the form link should be visible on My Account Page</li> <li>Number of days within which the account will be auto-deleted</li> </ul> <p><img src="/files/deletion%20settings.png" alt="Account Deletion Settings" class="screenshot"></p> <h2 id="5-auto-deletion">5. Auto Deletion</h2> <p>A daily scheduled job has been added which will auto-delete such user accounts if the System Manager doesn't act within the days specified in settings. Only requests with status Pending Approval will be considered for auto-deletion. If a request is in a state of Pending Verification or On Hold, it won't get auto-deleted.</p> <h2 id="6-related-topics">6. Related Topics</h2> <ol> <li><a href="/docs/v13/user/manual/en/setting-up/personal-data-download">Personal Data Download</a></li> </ol> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/personal-data-deletion" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Personal Data Deletion As a part of GDPR compliance, ERPNext has Personal Data Deletion. Personal data deletion tool enables a user to delete their account and anonymize all the personally identifiable data a user has generated while using ERPNext. That is, personally identifiable information will be randomized. This includes personally identifiable data from your user account like: username, full name, birth date, phone numbers, mobile numbers, location, interests, bio, email signature, Email, Contact, Address, Communication, etc. It also includes data from Leads and Opportunities, the details you have saved like phone numbers, mobile numbers, fax, website, and name. However, this excludes data that is required by law to be maintained by a business. 1. How to request account deletion To begin deleting users account and personally identifiable data, you need to visit [host-name]/request-for-account-deletion (e.g. example.erpnext.com/request-for-account-deletion) in the URL field. Enter the email associated with your ERPNext account. After submitting your request, you will receive a success response. This will send an email with a verification link to delete data to the email address associated with the user. Once the user clicks on the verification link. A confirmation message will be displayed. 2. How deleting user's personal data works The request to delete data is recorded in the doctype "Personal Data Deletion Request". This doctype maintains three states of status to complete the process of removal of user data. 2.1 Pending Verification This status indicates that the user has requested data deletion via the web-form. However, verification of this request is still pending. Search for Personal Data Deletion Request from the search bar. 2.2 Pending Approval This indicates that the user has verified the request via email. This enables the option of "Delete Data" for System Managers. 2.3 Deleted This indicates that the System Manager has clicked on the "Delete Data" button. This means that the user's personally identifiable data has been anonymized. 3. Setting SLA for Personal Data Deletion Request. You can also set an SLA for Personal Data Deletion Request through Website Settings. This will appear on the web form description. Go to Website Settings Scroll to the section called Account Deletion Settings In the Account Deletion SLA (Days) field set the number of days within which users request for Account Deletion will be fulfilled. If you enable Show Account Deletion link in My Account page, the form link will be visible to users on the My Account Page of the website 4. Related Topics Personal Data Download

# Personal Data Deletion Edit Page New Page Revisions Page Settings As a part of GDPR compliance, ERPNext has Personal Data Deletion. Personal data deletion tool enables a user to delete their account and anonymize all the personally identifiable data a user has generated while using ERPNext. That is, personally identifiable information will be randomized. This includes personally identifiable data from your user account like: username, full name, birth date, phone numbers, mobile numbers, location, interests, bio, email signature, Email, Contact, Address, Communication, etc. It also includes data from Leads and Opportunities, the details you have saved like phone numbers, mobile numbers, fax, website, and name. However, this excludes data that is required by law to be maintained by a business. ## 1\. How to request account deletion 1. To begin deleting users account and personally identifiable data, you need to visit [host-name]/request-for-account-deletion (e.g. example.erpnext.com/request-for-account-deletion) in the URL field.  2. Enter the email associated with your ERPNext account. After submitting your request, you will receive a success response.  3. This will send an email with a verification link to delete data to the email address associated with the user.  4. Once the user clicks on the verification link. A confirmation message will be displayed.  ## 2\. How deleting user's personal data works The request to delete data is recorded in the doctype "Personal Data Deletion Request".  This doctype maintains three states of status to complete the process of removal of user data. ### 2.1 Pending Verification This status indicates that the user has requested data deletion via the web- form. However, verification of this request is still pending. Search for Personal Data Deletion Request from the search bar.  ### 2.2 Pending Approval This indicates that the user has verified the request via email. This enables the option of "Delete Data" for System Managers.  ### 2.3 Deleted This indicates that the System Manager has clicked on the "Delete Data" button. This means that the user's personally identifiable data has been anonymized.  ### 3\. Setting SLA for Personal Data Deletion Request. You can also set an SLA for Personal Data Deletion Request through Website Settings. This will appear on the web form description. * Go to Website Settings * Scroll to the section called Account Deletion Settings * In the **Account Deletion SLA (Days)** field set the number of days within which users request for Account Deletion will be fulfilled. * If you enable **Show Account Deletion link in My Account page** , the form link will be visible to users on the My Account Page of the website  ### 4\. Related Topics 1. [Personal Data Download](/docs/v13/user/manual/en/setting-up/personal-data-download) ##### Personal Data Deletion jannat edited 2 years ago × As a part of GDPR compliance, ERPNext has Personal Data Deletion. Personal data deletion tool enables a user to delete their account and anonymize all the personally identifiable data a user has generated while using ERPNext. That is, personally identifiable information will be randomized. This includes personally identifiable data from your user account like: username, full name, birth date, phone numbers, mobile numbers, location, interests, bio, email signature, Email, Contact, Address, Communication, etc. It also includes data from Leads and Opportunities, the details you have saved like phone numbers, mobile numbers, fax, website, and name. However, this excludes data that is required by law to be maintained by a business. ## 1\. How to request the deletion of user account 1. To begin deleting users account and personally identifiable data, you need to visit [host-name]/request-for-account-deletion (e.g. example.erpnext.com/request-for-account-deletion) in the URL field.  2. Enter the email associated with your ERPNext account. After submitting your request, you will receive a success response.  3. This will send an email with a verification link to delete data to the email address associated with the user.  4. Once the user clicks on the verification link. A confirmation message will be displayed.  ## 2\. How deleting user's personal data works The request to delete data is recorded in the doctype "Personal Data Deletion Request".  This doctype maintains three states of status to complete the process of removal of user data. ### 2.1 Pending Verification This status indicates that the user has requested data deletion via the web- form. However, verification of this request is still pending. Search for Personal Data Deletion Request from the search bar.  ### 2.2 Pending Approval This indicates that the user has verified the request via email. This enables the option of "Delete Data" for System Managers.  ### 2.3 On Hold The system admins can now put a request on hold if they find some issues with the request. They can do so with a button that appears on the top right corner when the current status of the document is Pending Approval  ### 2.3 Deleted This indicates that the System Manager has clicked on the "Delete Data" button. This means that the user's personally identifiable data has been anonymized.  ## 3\. Account Deletion Settings Account Deletion Settings have been added to Website Settings. Here admins can enable the following: * If the form link should be visible on My Account Page * Number of days within which the account will be auto-deleted  ## 5\. Auto Deletion A daily scheduled job has been added which will auto-delete such user accounts if the System Manager doesn't act within the days specified in settings. Only requests with status Pending Approval will be considered for auto-deletion. If a request is in a state of Pending Verification or On Hold, it won't get auto- deleted. ## 6\. Related Topics 1. [Personal Data Download](/docs/v13/user/manual/en/setting-up/personal-data-download) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Delete Company Transactions

https://docs.erpnext.com/docs/user/manual/en/delete_company_transactions

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Delete Company Transactions</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p><strong>You can delete all the transaction data like Sales Invoices, Sales Orders associated with a company and start afresh, while keeping the other master data like Customers, Items, BOMs intact.</strong></p><p>Often, users setup all the master data and then create a few dummy records. Then they want to delete the dummy records and the company and start over again. This can be done in two ways:</p><h2>1. Transactions deletion tool</h2><p>This feature allows you to delete all the records associated with the specified company, except for the ones belonging to the DocTypes listed in the <strong>Excluded DocTypes</strong> table.</p><p>Tread with caution while using this- records once deleted using this can never be recovered. But if you're certain you want to start over, follow these steps:</p><ol><li><p>Create a new "Transaction Deletion Record" document.</p></li><li><p>Enter the name of the Company whose records you wish to delete.</p></li><li><p>Modify the "Excluded DocTypes" table if needed.</p></li><li><p>Save and Submit.</p></li></ol><p>And voila, your Company's as good as new.</p><p><img alt="Transaction Deletion Record" class="screenshot" contenteditable="false" draggable="true" src="/files/Transaction%20Deletion%20Recordeea199.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>The <strong>Summary</strong> table displays the names of the DocTypes whose records were deleted as well as the number of records that were deleted.</p><h2>2. Delete transactions</h2><ol><li><p>Go to <strong>Home &gt; Accounting &gt; Company</strong> and find your company.</p></li><li><p>On the top right, you'll find the <strong>Delete Transactions</strong> button under <strong>Manage</strong>.</p></li><li><p>Enter your password.</p></li><li><p>Enter the company name to confirm.</p></li></ol><p><img alt="Delete Transactions" class="screenshot" contenteditable="false" draggable="true" src="/files/Delete%20Transactions.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>This will submit a record in the Transaction Deletion Record DocType.</p><p><img alt="Successful Deletion Message" class="screenshot" contenteditable="false" draggable="true" src="/files/Successful%20Deletion%20Message.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h3>Note:</h3><p>To perform this action, the user must have the role of System Manager.</p></div> </div> <input value="733fdb058b" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Delete Company Transactions</h5> <span class="small text-muted revision-time">anand edited 6 months ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p><strong>You can delete all the transaction data like Sales Invoices, Sales Orders associated with a company and start afresh, while keeping the other master data like Customers, Items, BOMs intact.</strong></p> <p>Often, users setup all the master data and then create a few dummy records. Then they want to delete the dummy records and the company and start over again. This can be done in two ways:</p> <h2 id="1-transaction-deletion-tool">1. Transaction Deletion Tool</h2> <p>This feature allows you to delete all the records associated with the specified company, except for the ones belonging to the DocTypes listed in the <strong>Excluded DocTypes</strong> table. </p> <p>To access Transaction Deletion Tool, go to:</p> <blockquote> <p>Home &gt; Setup &gt; Transaction Deletion Tool</p> </blockquote> <p>Tread with caution while using this- records once deleted using this can never be recovered. But if you're certain you want to start over, follow these steps:</p> <ol> <li>Go to Transaction Deletion Tool.</li> <li>Create a new doc by clicking on New.</li> <li>Enter the name of the Company whose records you wish to delete.</li> <li>Save and Submit.</li> </ol> <p>And voila, your Company's as good as new.</p> <p><img src="/files/Transaction%20Deletion%20Recordeea199.png" alt="Transaction Deletion Record" class="screenshot"></p> <p>The <strong>Summary</strong> table displays the names of the DocTypes whose records were deleted as well as the number of records that were deleted.</p> <h2 id="2-delete-transactions">2. Delete Transactions</h2> <ol> <li>Go to <strong>Home &gt; Accounting &gt; Company</strong> and find your company.</li> <li>On the top right, you'll find the <strong>Delete Transactions</strong> button under <strong>Manage</strong>.</li> <li>Enter your password.</li> <li>Enter the company name to confirm. </li> </ol> <p><img src="/files/Delete%20Transactions.png" alt="Delete Transactions" class="screenshot"></p> <p>This will submit a record in the <a href="https://docs.erpnext.com/docs/v13/user/manual/en/delete_company_transactions#1-transaction-deletion-tool">Transaction Deletion Tool</a> DocType.</p> <p><img src="/files/Successful%20Deletion%20Message.png" alt="Successful Deletion Message" class="screenshot"></p> <h3 id="note">Note:</h3> <p>To perform this action, the user must have the role of System Manager.</p> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/delete_company_transactions" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Delete Company Transactions You can delete all the transaction data like Sales Invoices, Sales Orders associated with a company and start afresh, while keeping the other master data like Customers, Items, BOMs intact. Often, users setup all the master data and then create a few dummy records. Then they want to delete the dummy records and the company and start over again. This can be done in two ways: 1. Transactions deletion tool This feature allows you to delete all the records associated with the specified company, except for the ones belonging to the DocTypes listed in the Excluded DocTypes table. Tread with caution while using this- records once deleted using this can never be recovered. But if you're certain you want to start over, follow these steps: Create a new "Transaction Deletion Record" document. Enter the name of the Company whose records you wish to delete. Modify the "Excluded DocTypes" table if needed. Save and Submit. And voila, your Company's as good as new. The Summary table displays the names of the DocTypes whose records were deleted as well as the number of records that were deleted. 2. Delete transactions Go to Home > Accounting > Company and find your company. On the top right, you'll find the Delete Transactions button under Manage. Enter your password. Enter the company name to confirm. This will submit a record in the Transaction Deletion Record DocType. Note: To perform this action, the user must have the role of System Manager.

# Delete Company Transactions Edit Page New Page Revisions Page Settings **You can delete all the transaction data like Sales Invoices, Sales Orders associated with a company and start afresh, while keeping the other master data like Customers, Items, BOMs intact.** Often, users setup all the master data and then create a few dummy records. Then they want to delete the dummy records and the company and start over again. This can be done in two ways: ## 1\. Transactions deletion tool This feature allows you to delete all the records associated with the specified company, except for the ones belonging to the DocTypes listed in the **Excluded DocTypes** table. Tread with caution while using this- records once deleted using this can never be recovered. But if you're certain you want to start over, follow these steps: 1. Create a new "Transaction Deletion Record" document. 2. Enter the name of the Company whose records you wish to delete. 3. Modify the "Excluded DocTypes" table if needed. 4. Save and Submit. And voila, your Company's as good as new.  The **Summary** table displays the names of the DocTypes whose records were deleted as well as the number of records that were deleted. ## 2\. Delete transactions 1. Go to **Home > Accounting > Company** and find your company. 2. On the top right, you'll find the **Delete Transactions** button under **Manage**. 3. Enter your password. 4. Enter the company name to confirm.  This will submit a record in the Transaction Deletion Record DocType.  ### Note: To perform this action, the user must have the role of System Manager. ##### Delete Company Transactions anand edited 6 months ago × **You can delete all the transaction data like Sales Invoices, Sales Orders associated with a company and start afresh, while keeping the other master data like Customers, Items, BOMs intact.** Often, users setup all the master data and then create a few dummy records. Then they want to delete the dummy records and the company and start over again. This can be done in two ways: ## 1\. Transaction Deletion Tool This feature allows you to delete all the records associated with the specified company, except for the ones belonging to the DocTypes listed in the **Excluded DocTypes** table. To access Transaction Deletion Tool, go to: > Home > Setup > Transaction Deletion Tool Tread with caution while using this- records once deleted using this can never be recovered. But if you're certain you want to start over, follow these steps: 1. Go to Transaction Deletion Tool. 2. Create a new doc by clicking on New. 3. Enter the name of the Company whose records you wish to delete. 4. Save and Submit. And voila, your Company's as good as new.  The **Summary** table displays the names of the DocTypes whose records were deleted as well as the number of records that were deleted. ## 2\. Delete Transactions 1. Go to **Home > Accounting > Company** and find your company. 2. On the top right, you'll find the **Delete Transactions** button under **Manage**. 3. Enter your password. 4. Enter the company name to confirm.  This will submit a record in the [Transaction Deletion Tool](https://docs.erpnext.com/docs/v13/user/manual/en/delete_company_transactions#1-transaction- deletion-tool) DocType.  ### Note: To perform this action, the user must have the role of System Manager. Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Accounting Masters

https://docs.erpnext.com/docs/user/manual/en/accounting-masters

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Accounting Masters</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>In ERPNext, accounting masters refer to the foundational data elements used in financial accounting processes. These masters play a crucial role in ensuring accurate and compliant financial reporting.</p><p>By effectively managing these accounting master doctypes in ERPNext, organizations can maintain accurate financial records, comply with regulatory requirements, and gain valuable insights into their financial performance.</p><ul><li><p><a href="docs/user/manual/en/company-setup" rel="noopener noreferrer nofollow" target="_blank">Company</a></p></li><li><p><a href="docs/user/manual/en/currency" rel="noopener noreferrer nofollow" target="_blank">Currency</a></p></li><li><p><a href="docs/user/manual/en/country" rel="noopener noreferrer nofollow" target="_blank">Country</a></p></li><li><p><a href="docs/user/manual/en/chart-of-accounts" rel="noopener noreferrer nofollow" target="_blank">Chart Of Accounts</a></p></li><li><p><a href="docs/user/manual/en/accounting-period" rel="noopener noreferrer nofollow" target="_blank">Accounting Period</a></p></li><li><p><a href="docs/user/manual/en/fiscal-year" rel="noopener noreferrer nofollow" target="_blank">Fiscal Year</a></p></li><li><p><a href="docs/user/manual/en/finance-book" rel="noopener noreferrer nofollow" target="_blank">Finance Book</a></p></li><li><p><a href="docs/user/manual/en/mode-of-payment" rel="noopener noreferrer nofollow" target="_blank">Mode of Payment</a></p></li><li><p><a href="docs/user/manual/en/payment-terms-template" rel="noopener noreferrer nofollow" target="_blank">Payment Term Template</a></p></li><li><p><a href="docs/user/manual/en/journals-and-payments-payment-terms" rel="noopener noreferrer nofollow" target="_blank">Payment Terms</a></p></li><li><p><a href="docs/user/manual/en/loyalty-program" rel="noopener noreferrer nofollow" target="_blank">Loyalty Program</a></p></li></ul><p style="text-align: start;"><br class="ProseMirror-trailingBreak"></p></div> </div> <input value="2q80enfhs5" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Accounting Masters</h5> <span class="small text-muted revision-time">pushkar edited 1 week ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>In ERPNext, accounting masters refer to the foundational data elements used in financial accounting processes. These masters play a crucial role in ensuring accurate and compliant financial reporting.</p><p>By effectively managing these accounting master doctypes in ERPNext, organizations can maintain accurate financial records, comply with regulatory requirements, and gain valuable insights into their financial performance.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/company-setup">Company</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/currency">Currency</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/country">Country</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/chart-of-accounts">Chart Of Accounts</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/accounting-period">Accounting Period</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/fiscal-year">Fiscal Year</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/finance-book">Finance Book</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/mode-of-payment">Mode of Payment</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/payment-terms-template">Payment Term Template</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/journals-and-payments-payment-terms">Payment Terms</a></p></li></ul><p style="text-align: start"><br class="ProseMirror-trailingBreak"></p></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/accounting-masters" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Accounting Masters In ERPNext, accounting masters refer to the foundational data elements used in financial accounting processes. These masters play a crucial role in ensuring accurate and compliant financial reporting. By effectively managing these accounting master doctypes in ERPNext, organizations can maintain accurate financial records, comply with regulatory requirements, and gain valuable insights into their financial performance. Company Currency Country Chart Of Accounts Accounting Period Fiscal Year Finance Book Mode of Payment Payment Term Template Payment Terms Loyalty Program

# Accounting Masters Edit Page New Page Revisions Page Settings In ERPNext, accounting masters refer to the foundational data elements used in financial accounting processes. These masters play a crucial role in ensuring accurate and compliant financial reporting. By effectively managing these accounting master doctypes in ERPNext, organizations can maintain accurate financial records, comply with regulatory requirements, and gain valuable insights into their financial performance. * [Company](docs/user/manual/en/company-setup) * [Currency](docs/user/manual/en/currency) * [Country](docs/user/manual/en/country) * [Chart Of Accounts](docs/user/manual/en/chart-of-accounts) * [Accounting Period](docs/user/manual/en/accounting-period) * [Fiscal Year](docs/user/manual/en/fiscal-year) * [Finance Book](docs/user/manual/en/finance-book) * [Mode of Payment](docs/user/manual/en/mode-of-payment) * [Payment Term Template](docs/user/manual/en/payment-terms-template) * [Payment Terms](docs/user/manual/en/journals-and-payments-payment-terms) * [Loyalty Program](docs/user/manual/en/loyalty-program) ##### Accounting Masters pushkar edited 1 week ago × In ERPNext, accounting masters refer to the foundational data elements used in financial accounting processes. These masters play a crucial role in ensuring accurate and compliant financial reporting. By effectively managing these accounting master doctypes in ERPNext, organizations can maintain accurate financial records, comply with regulatory requirements, and gain valuable insights into their financial performance. * [Company](docs/user/manual/en/company-setup) * [Currency](docs/user/manual/en/currency) * [Country](docs/user/manual/en/country) * [Chart Of Accounts](docs/user/manual/en/chart-of-accounts) * [Accounting Period](docs/user/manual/en/accounting-period) * [Fiscal Year](docs/user/manual/en/fiscal-year) * [Finance Book](docs/user/manual/en/finance-book) * [Mode of Payment](docs/user/manual/en/mode-of-payment) * [Payment Term Template](docs/user/manual/en/payment-terms-template) * [Payment Terms](docs/user/manual/en/journals-and-payments-payment-terms) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Opening and Closing

https://docs.erpnext.com/docs/user/manual/en/opening-and-closing

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Opening and Closing</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>The Opening Invoice Creator, Chart of Accounts Importer, and Period Closing Voucher are vital features within ERPNext's accounting module.</p><p>The Opening Invoice Creator facilitates the creation of invoices at the beginning of an accounting period, streamlining the process of recording opening balances for receivables or payables.</p><p>The Chart of Accounts Importer is a powerful tool that enables users to import a structured list of accounts into ERPNext, saving time and reducing errors associated with manual data entry. This feature is particularly useful during system setup or when updating account structures, ensuring that the Chart of Accounts is correctly configured to reflect an organisation's financial structure.</p><p>The Period Closing Voucher automates the closing activities at the end of an accounting period. It consolidates adjustments, accruals, and other closing entries, providing a systematic way to finalise financial transactions for the period.</p><ul><li><p><a href="docs/user/manual/en/opening-invoice-creation-tool" rel="noopener noreferrer nofollow" target="_blank">Opening Invoice Creation Tool</a></p></li><li><p><a href="docs/user/manual/en/chart-of-accounts-importer" rel="noopener noreferrer nofollow" target="_blank">Chart Of Accounts Importer</a></p></li><li><p><a href="docs/user/manual/en/period-closing-voucher" rel="noopener noreferrer nofollow" target="_blank">Period Closing Voucher</a></p></li></ul></div> </div> <input value="33agehscvu" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Opening and Closing</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div><p>The Opening Invoice Creator, Chart of Accounts Importer, and Period Closing Voucher are vital features within ERPNext's accounting module.</p><p>The Opening Invoice Creator facilitates the creation of invoices at the beginning of an accounting period, streamlining the process of recording opening balances for receivables or payables.</p><p>The Chart of Accounts Importer is a powerful tool that enables users to import a structured list of accounts into ERPNext, saving time and reducing errors associated with manual data entry. This feature is particularly useful during system setup or when updating account structures, ensuring that the Chart of Accounts is correctly configured to reflect an organisation's financial structure.</p><p>The Period Closing Voucher automates the closing activities at the end of an accounting period. It consolidates adjustments, accruals, and other closing entries, providing a systematic way to finalise financial transactions for the period.</p><ul><li><p><a href="https://docs.erpnext.com/app/wiki-page-revision/docs/user/manual/en/opening-invoice-creation-tool" rel="noopener noreferrer nofollow" target="_blank">Opening Invoice Creation Tool</a></p></li><li><p><a href="https://docs.erpnext.com/app/wiki-page-revision/docs/user/manual/en/chart-of-accounts-importer" rel="noopener noreferrer nofollow" target="_blank">Chart Of Accounts Importer</a></p></li><li><p><a href="https://docs.erpnext.com/app/wiki-page-revision/docs/user/manual/en/period-closing-voucher" rel="noopener noreferrer nofollow" target="_blank">Period Closing Voucher</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/opening-and-closing" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Opening and Closing The Opening Invoice Creator, Chart of Accounts Importer, and Period Closing Voucher are vital features within ERPNext's accounting module. The Opening Invoice Creator facilitates the creation of invoices at the beginning of an accounting period, streamlining the process of recording opening balances for receivables or payables. The Chart of Accounts Importer is a powerful tool that enables users to import a structured list of accounts into ERPNext, saving time and reducing errors associated with manual data entry. This feature is particularly useful during system setup or when updating account structures, ensuring that the Chart of Accounts is correctly configured to reflect an organisation's financial structure. The Period Closing Voucher automates the closing activities at the end of an accounting period. It consolidates adjustments, accruals, and other closing entries, providing a systematic way to finalise financial transactions for the period. Opening Invoice Creation Tool Chart Of Accounts Importer Period Closing Voucher

# Opening and Closing Edit Page New Page Revisions Page Settings The Opening Invoice Creator, Chart of Accounts Importer, and Period Closing Voucher are vital features within ERPNext's accounting module. The Opening Invoice Creator facilitates the creation of invoices at the beginning of an accounting period, streamlining the process of recording opening balances for receivables or payables. The Chart of Accounts Importer is a powerful tool that enables users to import a structured list of accounts into ERPNext, saving time and reducing errors associated with manual data entry. This feature is particularly useful during system setup or when updating account structures, ensuring that the Chart of Accounts is correctly configured to reflect an organisation's financial structure. The Period Closing Voucher automates the closing activities at the end of an accounting period. It consolidates adjustments, accruals, and other closing entries, providing a systematic way to finalise financial transactions for the period. * [Opening Invoice Creation Tool](docs/user/manual/en/opening-invoice-creation-tool) * [Chart Of Accounts Importer](docs/user/manual/en/chart-of-accounts-importer) * [Period Closing Voucher](docs/user/manual/en/period-closing-voucher) ##### Opening and Closing pushkar edited 2 weeks ago × The Opening Invoice Creator, Chart of Accounts Importer, and Period Closing Voucher are vital features within ERPNext's accounting module. The Opening Invoice Creator facilitates the creation of invoices at the beginning of an accounting period, streamlining the process of recording opening balances for receivables or payables. The Chart of Accounts Importer is a powerful tool that enables users to import a structured list of accounts into ERPNext, saving time and reducing errors associated with manual data entry. This feature is particularly useful during system setup or when updating account structures, ensuring that the Chart of Accounts is correctly configured to reflect an organisation's financial structure. The Period Closing Voucher automates the closing activities at the end of an accounting period. It consolidates adjustments, accruals, and other closing entries, providing a systematic way to finalise financial transactions for the period. * [Opening Invoice Creation Tool](https://docs.erpnext.com/app/wiki-page-revision/docs/user/manual/en/opening-invoice-creation-tool) * [Chart Of Accounts Importer](https://docs.erpnext.com/app/wiki-page-revision/docs/user/manual/en/chart-of-accounts-importer) * [Period Closing Voucher](https://docs.erpnext.com/app/wiki-page-revision/docs/user/manual/en/period-closing-voucher) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

General Ledger

https://docs.erpnext.com/docs/user/manual/en/general-ledger

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">General Ledger</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>The General Ledger section in ERPNext's accounting module serves as a vital part for organising, recording, and managing all financial transactions within an organisation. It encompasses a comprehensive set of features and functionalities essential for maintaining accurate and up-to-date financial records.</p><ul><li><p><a href="docs/user/manual/en/journal-entry-template" rel="noopener noreferrer nofollow" target="_blank">Journal Entry Template</a></p></li><li><p><a href="docs/user/manual/en/journal-entry" rel="noopener noreferrer nofollow" target="_blank">Journal Entry</a></p></li><li><p><a href="docs/user/manual/en/accounting-entries" rel="noopener noreferrer nofollow" target="_blank">Accounting Entries</a></p></li><li><p><a href="docs/user/manual/en/freeze-accounting-entries" rel="noopener noreferrer nofollow" target="_blank">Freeze Accounting Entries</a></p></li><li><p>General Ledger</p></li><li><p>Supplier Ledger Summary</p></li><li><p>Customer Ledger Summary</p></li><li><p><a href="docs/user/manual/en/discount_accounting" rel="noopener noreferrer nofollow" target="_blank">Discount Accounting</a></p></li><li><p><a href="docs/user/manual/en/immutable-ledger-in-erpnext" rel="noopener noreferrer nofollow" target="_blank">Immutable Ledger</a></p></li></ul></div> </div> <input value="3qdtkvvthr" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">General Ledger</h5> <span class="small text-muted revision-time">pushkar edited 1 week ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>The General Ledger section in ERPNext's accounting module serves as a vital part for organising, recording, and managing all financial transactions within an organisation. It encompasses a comprehensive set of features and functionalities essential for maintaining accurate and up-to-date financial records.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/journal-entry-template">Journal Entry Template</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/journal-entry">Journal Entry</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/accounting-entries">Accounting Entries</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/freeze-accounting-entries">Freeze Accounting Entries</a></p></li><li><p>General Ledger</p></li><li><p>Supplier Ledger Summary</p></li><li><p>Customer Ledger Summary</p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/discount_accounting">Discount Accounting</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/general-ledger" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

General Ledger The General Ledger section in ERPNext's accounting module serves as a vital part for organising, recording, and managing all financial transactions within an organisation. It encompasses a comprehensive set of features and functionalities essential for maintaining accurate and up-to-date financial records. Journal Entry Template Journal Entry Accounting Entries Freeze Accounting Entries General Ledger Supplier Ledger Summary Customer Ledger Summary Discount Accounting Immutable Ledger

# General Ledger Edit Page New Page Revisions Page Settings The General Ledger section in ERPNext's accounting module serves as a vital part for organising, recording, and managing all financial transactions within an organisation. It encompasses a comprehensive set of features and functionalities essential for maintaining accurate and up-to-date financial records. * [Journal Entry Template](docs/user/manual/en/journal-entry-template) * [Journal Entry](docs/user/manual/en/journal-entry) * [Accounting Entries](docs/user/manual/en/accounting-entries) * [Freeze Accounting Entries](docs/user/manual/en/freeze-accounting-entries) * General Ledger * Supplier Ledger Summary * Customer Ledger Summary * [Discount Accounting](docs/user/manual/en/discount_accounting) * [Immutable Ledger](docs/user/manual/en/immutable-ledger-in-erpnext) ##### General Ledger pushkar edited 1 week ago × The General Ledger section in ERPNext's accounting module serves as a vital part for organising, recording, and managing all financial transactions within an organisation. It encompasses a comprehensive set of features and functionalities essential for maintaining accurate and up-to-date financial records. * [Journal Entry Template](docs/user/manual/en/journal-entry-template) * [Journal Entry](docs/user/manual/en/journal-entry) * [Accounting Entries](docs/user/manual/en/accounting-entries) * [Freeze Accounting Entries](docs/user/manual/en/freeze-accounting-entries) * General Ledger * Supplier Ledger Summary * Customer Ledger Summary * [Discount Accounting](docs/user/manual/en/discount_accounting) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Taxes

https://docs.erpnext.com/docs/user/manual/en/taxes

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Taxes</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>The tax section in ERPNext's accounting module is an important component for managing taxes effectively within the system.</p><p>It provides a comprehensive set of tools to handle various tax-related tasks, including defining tax rates, creating tax rules, and generating tax reports. Users can set up multiple tax templates based on their business requirements. These templates allow for flexibility in configuring tax rates for different items or transactions.</p><p>ERPNext also supports automatic tax calculations based on predefined rules, simplifying the tax calculation process and ensuring accuracy in financial transactions. Additionally, the tax section integrates seamlessly with other modules like sales, purchases, and accounting, ensuring that tax applications are accurately reflected across the system.</p><p>Overall, ERPNext's tax section streamlines tax management, reduces errors, and enhances compliance with tax regulations, making it an essential feature for businesses of all sizes.</p><ul><li><p><a href="docs/user/manual/en/tax-category" rel="noopener noreferrer nofollow" target="_blank">Tax Category</a></p></li><li><p><a href="docs/user/manual/en/item-tax-template" rel="noopener noreferrer nofollow" target="_blank">Item Tax Template</a></p></li><li><p><a href="docs/user/manual/en/tax-rule" rel="noopener noreferrer nofollow" target="_blank">Tax Rule</a></p></li><li><p><a href="docs/user/manual/en/sales-taxes-and-charges-template" rel="noopener noreferrer nofollow" target="_blank">Sales Taxes and Charges Template</a></p></li><li><p><a href="docs/user/manual/en/purchase-taxes-and-charges-template" rel="noopener noreferrer nofollow" target="_blank">Purchase Taxes and Charges Template</a></p></li><li><p><a href="docs/user/manual/en/tax-withholding-category" rel="noopener noreferrer nofollow" target="_blank">Tax Withholding Category</a></p></li><li><p><a href="docs/user/manual/en/lower-deduction-certificate" rel="noopener noreferrer nofollow" target="_blank">Lower Deduction Certificate</a></p></li><li><p><a href="docs/user/manual/en/difference-in-total-and-valuation-in-tax-and-charges" rel="noopener noreferrer nofollow" target="_blank">Include Tax or Charge in Valuation or Total?</a></p></li><li><p><a href="docs/user/manual/en/tax-inclusive-accounting" rel="noopener noreferrer nofollow" target="_blank">Tax Inclusive Accounting</a></p></li><li><p><a href="docs/user/manual/en/types-in-tax-template" rel="noopener noreferrer nofollow" target="_blank">Types in Tax Template</a></p></li></ul><p>These help articles will help you configure the system for different scenarios.</p><ul><li><p><a href="docs/user/manual/en/how-to-apply-tax-on-tax" rel="noopener noreferrer nofollow" target="_blank">Apply Tax on Another Tax or Charge</a></p></li><li><p><a href="docs/user/manual/en/tax-on-another-tax-amount" rel="noopener noreferrer nofollow" target="_blank">Tax on another tax amount</a></p></li><li><p><a href="docs/user/manual/en/additional-charges-in-payment" rel="noopener noreferrer nofollow" target="_blank">Additional Charges in Payment</a></p></li><li><p><a href="docs/user/manual/en/stock-transfer-with-gst" rel="noopener noreferrer nofollow" target="_blank">Stock Transfer with GST</a></p></li><li><p><a href="docs/user/manual/en/gst-for-multiple-branches" rel="noopener noreferrer nofollow" target="_blank">GST for multiple branches</a></p></li><li><p><a href="docs/user/manual/en/naming-series-as-per-gst-rules" rel="noopener noreferrer nofollow" target="_blank">Naming Series as Per GST Rules</a></p></li><li><p><a href="docs/user/manual/en/update-gstr-1-data-in-gst-offline-tool" rel="noopener noreferrer nofollow" target="_blank">Generate GSTR-1 JSON File</a></p><p><br class="ProseMirror-trailingBreak"></p></li></ul></div> </div> <input value="49qvue5mub" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Taxes</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div><p>The tax section in ERPNext's accounting module is an important component for managing taxes effectively within the system.</p><p>It provides a comprehensive set of tools to handle various tax-related tasks, including defining tax rates, creating tax rules, and generating tax reports. Users can set up multiple tax templates based on their business requirements. These templates allow for flexibility in configuring tax rates for different items or transactions.</p><p>ERPNext also supports automatic tax calculations based on predefined rules, simplifying the tax calculation process and ensuring accuracy in financial transactions. Additionally, the tax section integrates seamlessly with other modules like sales, purchases, and accounting, ensuring that tax applications are accurately reflected across the system.</p><p>Overall, ERPNext's tax section streamlines tax management, reduces errors, and enhances compliance with tax regulations, making it an essential feature for businesses of all sizes.</p><ul><li><p><a href="docs/user/manual/en/tax-category" rel="noopener noreferrer nofollow" target="_blank">Tax Category</a></p></li><li><p><a href="docs/user/manual/en/item-tax-template" rel="noopener noreferrer nofollow" target="_blank">Item Tax Template</a></p></li><li><p><a href="docs/user/manual/en/tax-rule" rel="noopener noreferrer nofollow" target="_blank">Tax Rule</a></p></li><li><p><a href="docs/user/manual/en/sales-taxes-and-charges-template" rel="noopener noreferrer nofollow" target="_blank">Sales Taxes and Charges Template</a></p></li><li><p><a href="docs/user/manual/en/purchase-taxes-and-charges-template" rel="noopener noreferrer nofollow" target="_blank">Purchase Taxes and Charges Template</a></p></li><li><p><a href="docs/user/manual/en/tax-withholding-category" rel="noopener noreferrer nofollow" target="_blank">Tax Withholding Category</a></p></li><li><p><a href="docs/user/manual/en/lower-deduction-certificate" rel="noopener noreferrer nofollow" target="_blank">Lower Deduction Certificate</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/taxes" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Taxes The tax section in ERPNext's accounting module is an important component for managing taxes effectively within the system. It provides a comprehensive set of tools to handle various tax-related tasks, including defining tax rates, creating tax rules, and generating tax reports. Users can set up multiple tax templates based on their business requirements. These templates allow for flexibility in configuring tax rates for different items or transactions. ERPNext also supports automatic tax calculations based on predefined rules, simplifying the tax calculation process and ensuring accuracy in financial transactions. Additionally, the tax section integrates seamlessly with other modules like sales, purchases, and accounting, ensuring that tax applications are accurately reflected across the system. Overall, ERPNext's tax section streamlines tax management, reduces errors, and enhances compliance with tax regulations, making it an essential feature for businesses of all sizes. Tax Category Item Tax Template Tax Rule Sales Taxes and Charges Template Purchase Taxes and Charges Template Tax Withholding Category Lower Deduction Certificate Include Tax or Charge in Valuation or Total? Tax Inclusive Accounting Types in Tax Template These help articles will help you configure the system for different scenarios. Apply Tax on Another Tax or Charge Tax on another tax amount Additional Charges in Payment Stock Transfer with GST GST for multiple branches Naming Series as Per GST Rules Generate GSTR-1 JSON File

# Taxes Edit Page New Page Revisions Page Settings The tax section in ERPNext's accounting module is an important component for managing taxes effectively within the system. It provides a comprehensive set of tools to handle various tax-related tasks, including defining tax rates, creating tax rules, and generating tax reports. Users can set up multiple tax templates based on their business requirements. These templates allow for flexibility in configuring tax rates for different items or transactions. ERPNext also supports automatic tax calculations based on predefined rules, simplifying the tax calculation process and ensuring accuracy in financial transactions. Additionally, the tax section integrates seamlessly with other modules like sales, purchases, and accounting, ensuring that tax applications are accurately reflected across the system. Overall, ERPNext's tax section streamlines tax management, reduces errors, and enhances compliance with tax regulations, making it an essential feature for businesses of all sizes. * [Tax Category](docs/user/manual/en/tax-category) * [Item Tax Template](docs/user/manual/en/item-tax-template) * [Tax Rule](docs/user/manual/en/tax-rule) * [Sales Taxes and Charges Template](docs/user/manual/en/sales-taxes-and-charges-template) * [Purchase Taxes and Charges Template](docs/user/manual/en/purchase-taxes-and-charges-template) * [Tax Withholding Category](docs/user/manual/en/tax-withholding-category) * [Lower Deduction Certificate](docs/user/manual/en/lower-deduction-certificate) * [Include Tax or Charge in Valuation or Total?](docs/user/manual/en/difference-in-total-and-valuation-in-tax-and-charges) * [Tax Inclusive Accounting](docs/user/manual/en/tax-inclusive-accounting) * [Types in Tax Template](docs/user/manual/en/types-in-tax-template) These help articles will help you configure the system for different scenarios. * [Apply Tax on Another Tax or Charge](docs/user/manual/en/how-to-apply-tax-on-tax) * [Tax on another tax amount](docs/user/manual/en/tax-on-another-tax-amount) * [Additional Charges in Payment](docs/user/manual/en/additional-charges-in-payment) * [Stock Transfer with GST](docs/user/manual/en/stock-transfer-with-gst) * [GST for multiple branches](docs/user/manual/en/gst-for-multiple-branches) * [Naming Series as Per GST Rules](docs/user/manual/en/naming-series-as-per-gst-rules) * [Generate GSTR-1 JSON File](docs/user/manual/en/update-gstr-1-data-in-gst-offline-tool) ##### Taxes pushkar edited 2 weeks ago × The tax section in ERPNext's accounting module is an important component for managing taxes effectively within the system. It provides a comprehensive set of tools to handle various tax-related tasks, including defining tax rates, creating tax rules, and generating tax reports. Users can set up multiple tax templates based on their business requirements. These templates allow for flexibility in configuring tax rates for different items or transactions. ERPNext also supports automatic tax calculations based on predefined rules, simplifying the tax calculation process and ensuring accuracy in financial transactions. Additionally, the tax section integrates seamlessly with other modules like sales, purchases, and accounting, ensuring that tax applications are accurately reflected across the system. Overall, ERPNext's tax section streamlines tax management, reduces errors, and enhances compliance with tax regulations, making it an essential feature for businesses of all sizes. * [Tax Category](docs/user/manual/en/tax-category) * [Item Tax Template](docs/user/manual/en/item-tax-template) * [Tax Rule](docs/user/manual/en/tax-rule) * [Sales Taxes and Charges Template](docs/user/manual/en/sales-taxes-and-charges-template) * [Purchase Taxes and Charges Template](docs/user/manual/en/purchase-taxes-and-charges-template) * [Tax Withholding Category](docs/user/manual/en/tax-withholding-category) * [Lower Deduction Certificate](docs/user/manual/en/lower-deduction-certificate) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Accounting Reports

https://docs.erpnext.com/docs/user/manual/en/accounting-reports

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Accounting Reports</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Some of the major accounting reports are:</p><h2>1. Company and Accounts</h2><h3>General Ledger</h3><p>Go to: <strong>Accounts &gt; Company and Accounts &gt; General Ledger</strong>.</p><p>The General Ledger is a detailed report for all transactions posted to each account and for every transaction there is a Credit and Debit account so it lists them all up.</p><p>The report is based on the table GL Entry and can be filtered by many pre-defined filters like Account, Cost Centers, Party, Project and Period etc. This helps you to get a full update for all entries posted in a period against any account. The result can be grouped by Account, Voucher/Transaction and Party with opening and closing balances for each group. In case of multi-currency accounting, there is also an option to check the amounts in any other currency than company's base currency.</p><p><img alt="General Ledger" class="screenshot" contenteditable="false" draggable="true" src="/files/general-ledger.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h2>2. Accounting Statements</h2><h3>2.1 Accounts Receivable and Accounts Payable (AR / AP)</h3><p>Go to: <strong>Accounts &gt; Accounting Statements &gt; Accounts Receivable</strong>.</p><p>These reports help you to track the outstanding amount of Customers and Suppliers. It also provides ageing analysis i.e. a break-up of outstanding amount based on the period for which the amount is outstanding.</p><p><img alt="Accounts Receivable" class="screenshot" contenteditable="false" draggable="true" src="/files/accounts-receivable.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h4>2.1.1 Accounts Receivables based on Payment terms</h4><p>You can also see Accounts Receivables based on <a href="/docs/v13/user/manual/en/accounts/payment-terms" rel="noopener noreferrer nofollow" target="_blank">Payment Terms</a>.</p><p>Accounts Receivable report based on payment terms can be seen by clicking the checkbox 'Based On Payment Terms' as shown in the following screenshot.</p><p><img alt="Accounts Receivable Based on Payment Terms" class="screenshot" contenteditable="false" draggable="true" src="/files/accounts-receivable-based-on-payment-terms.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>Outstanding amount against each payment term can be seen. <strong>Invoiced Amount</strong> shows each payment term amount and <strong>Paid Amount</strong> shows paid amount against each payment term. Payment against each term is allocated in FIFO order.</p><p><img alt="Accounts Receivable" class="screenshot" contenteditable="false" draggable="true" src="/files/accounts-receivable-2.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><pre><code> <br class="ProseMirror-trailingBreak"></code></pre><p><br class="ProseMirror-trailingBreak"></p><h4>2.1.2 'Revaluation Journals' filter on Accounts Receivable/Payable</h4><p>'Revaluation Journals' filter allows the report to accurately report Invoice outstandings where currency conversion differences for parties are handled by Exchange Rate Revaluation journals. Only applicable, if there is heavy usage of Multi-Currency transactions and Exchange Rate Revaluation.</p><h3>2.2 Trial Balance</h3><p>Go to: <strong>Accounts &gt; Accounting Statements &gt; Trial Balance</strong>.</p><p>A Trial Balance is an accounting report which lists account balances for all your Accounts (“Ledger” and “Group”) for any given reporting period. A company prepares a trial balance periodically, usually at the end of every reporting period. The general purpose of producing a trial balance is to ensure the entries in a company's bookkeeping system are mathematically correct. The totals of Debit and Credit columns must be same for any given period, to ensure the entries are correct. In ERPNext, the report shows following columns:</p><ul><li><p>Opening (Dr): Opening debit balance as on From Date</p></li><li><p>Opening (Cr): Opening credit balance as on From Date</p></li><li><p>Debit: Total Debited amount against the account between the selected period</p></li><li><p>Credit: Total Credited amount against the account between the selected period</p></li><li><p>Closing (Dr): Closing debit balance as on To Date</p></li><li><p>Closing (Cr): Closing credit balance as on To Date</p></li></ul><p>There are some other options as well to include or exclude Period Closing Entries, show / hide accounts with zero balance and to show unclosed previous fiscal year's P&amp;L (Income &amp; Expenses) balances. All the figures in the report are shown in company's base currency.</p><p><img alt="Trial Balance" class="screenshot" contenteditable="false" draggable="true" src="/files/trial-balance.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h3>2.3 Balance Sheet</h3><p>Go to: <strong>Accounts &gt; Accounting Statements &gt; Balance Sheet</strong>.</p><p>A Balance Sheet is the financial statement of a company which states assets, liabilities and equity at a particular point in time.</p><p>The Balance Sheet in ERPNext gives you more flexibility to analyse your financial position. You can run the report across multiple year to compare values. You can check values for a specific Finance Book or Cost Center. You can also choose any other currency to display the balances.</p><p><img alt="Balance Sheet" class="screenshot" contenteditable="false" draggable="true" src="/files/balance-sheet-report.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h3>2.4 Cash Flow Statement</h3><p>Go to: <strong>Accounts &gt; Accounting Statements &gt; Cash Flow</strong>.</p><p>A Cash Flow is a financial statement which shows the incoming and outgoing of cash or cash-equivalents for a company. It is used to analyse the liquidity position of the company.</p><p><img alt="Cash Flow" class="screenshot" contenteditable="false" draggable="true" src="/files/cash-flow-report.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h3>2.5 Profit and Loss Statement</h3><p>Go to: <strong>Accounts &gt; Accounting Statements &gt; Profit and Loss Statement</strong>.</p><p>A Profit and Loss Statement is a financial statement which summarizes all the revenues and expenses in a given period. The report is also known as P&amp;L Statement.</p><p>In ERPNext, you can run the report across multiple year / period to compare the values. You can also check values for a specific Finance Book, Project or Cost Center. You can also choose any other currency to display the balances. If you are running the report to see quarterly / monthly balances, you can choose whether you want to show accumulated balances or only for each period.</p><p><img alt="Profit and Loss Report" class="screenshot" contenteditable="false" draggable="true" src="/files/profit-and-loss-report.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h3>2.6 Consolidated Financial Statements</h3><p>Go to: <strong>Accounts &gt; Accounting Statements &gt; Consolidated Financial Statement</strong>.</p><p>The report shows a consolidated view of Balance Sheet, Profit and Loss Statement and Cash Flow for a group company, by merging financial statements of all the subsidary companies. It shows balances for all individual company and as well as accumulated balances for a group company.</p><p><img alt="Consolidated Financial Statements" class="screenshot" contenteditable="false" draggable="true" src="/files/consolidated-financial-statement.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p><br class="ProseMirror-trailingBreak"></p><h3>2.7 Financial Ratios Report</h3><h3>Introduction</h3><p>A financial ratio is a measurement tool used to evaluate a company's financial condition or performance relative to other businesses. This tool is commonly used by investors to study and obtain insight about a company's financial history or the overall industry. The process of computing a financial ratio involves extracting numbers from the balance sheet, income statement, and cash flow statement. Rather than just being a calculation, a financial ratio offers an understanding of a company's economic status in areas such as profitability, liquidity, leverage, and market valuation. A ratio can act as a signal, alert, or hint towards various potential issues.</p><p><br class="ProseMirror-trailingBreak"></p><h3>Assumptions</h3><ol><li><p>Net Sales = Direct Income</p></li><li><p>Credit Sales = Direct Income</p></li><li><p>Credit Purchases = Direct Expense</p></li><li><p>Share Holder Fund (SHF) = Total Asset - Total_Liability</p></li><li><p>Net Profit After Income &amp; Taxes(NPAIT)  = Total Income - Total Expense</p></li></ol><h3>Types of Ratios:</h3><h3>2.7.1 Liquidity Ratios</h3><p>Consists of:</p><p>2.7.1.1 Current Ratio = Current Assets/Current Liability</p><p>2.7.1.2 Quick Ratio = Quick Assets/Quick Liability</p><p><br class="ProseMirror-trailingBreak"></p><p>Requires 2 types of accounts:</p><ol><li><p>Current Asset(e.g)</p><p><img class="screenshot" contenteditable="false" draggable="true" src="https://quasar-salute-cf5.notion.site/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F51af3e44-b208-4962-ac51-f5095ac01fa0%2F8e8e0c4d-518f-4bf8-a8d6-d4718d8c1909%2FScreenshot_2024-03-04_at_4.46.16_PM.png?table=block&amp;id=886cccbf-319c-45f9-8b68-00ac5c297af5&amp;spaceId=51af3e44-b208-4962-ac51-f5095ac01fa0&amp;width=2000&amp;userId=&amp;cache=v2"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p></li><li><p>Current Liability(e.g)</p><p><img class="screenshot" contenteditable="false" draggable="true" src="https://quasar-salute-cf5.notion.site/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F51af3e44-b208-4962-ac51-f5095ac01fa0%2F931e85fa-9cd1-48ae-b1a3-4cca0909e6c5%2FScreenshot_2024-03-04_at_4.47.25_PM.png?table=block&amp;id=91bab7c9-06ba-4581-9154-f64cd770019e&amp;spaceId=51af3e44-b208-4962-ac51-f5095ac01fa0&amp;width=2000&amp;userId=&amp;cache=v2"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p></li></ol><p>As soon as you will set your account types for the relevant account in your “Chart of Accounts”, both Current Ratio and Quick Ratio will show the correct value.</p><h3>2.7.2 Debt Equity Ratios</h3><p>Consists of:</p><p>2.7.2.1 Debt Equity Ratio = Total Liability / SHF</p><p>2.7.2.2 Gross Profit Ratio = (Net Sales - COGS)/Net Sales</p><p>2.7.2.3 Net Profit Ratio = NPAIT /Net Sales</p><p>2.7.2.4 Return on Asset Ratio = NPAIT/Total Assets</p><p>2.7.2.5 Return on Equity Ratio = NPAIT/SHF</p><p><br class="ProseMirror-trailingBreak"></p><p>For Gross Profit Ratio and Net Profit Ratio to show the correct data we need to add the relevant account type to “Direct Income” (as direct income is treated as Net Sales). (e.g.)</p><p><img class="screenshot" contenteditable="false" draggable="true" src="https://quasar-salute-cf5.notion.site/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F51af3e44-b208-4962-ac51-f5095ac01fa0%2F3f2b3040-04ff-471e-b095-ae435256690b%2FScreenshot_2024-03-04_at_4.55.59_PM.png?table=block&amp;id=53aee518-d296-4076-80b5-90628c9e20e5&amp;spaceId=51af3e44-b208-4962-ac51-f5095ac01fa0&amp;width=2000&amp;userId=&amp;cache=v2"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h3>2.7.3 Turnover Ratios</h3><p>Consists of:</p><p>2.7.3.1 Fixed Asset Turnover Ratio = COGS/ Avg. Stock</p><p>2.7.3.2 Debtor Turnover Ratio = Credit Sales / Avg. Debtors</p><p>2.7.3.3 Creditor Turnover Ratio = Credit Purchases / Avg. Purchases</p><p>2.7.3.4 Inventory Turnover Ratio = Net Sales / Total Assets</p><p><br class="ProseMirror-trailingBreak"></p><p>Average of Stock / Debtors / Purchases is calculated by ⇒ </p><blockquote><p>(opening of first year + closing of last year) / 2</p></blockquote><h2>3. Taxes</h2><h3>3.1 Sales and Purchase Register</h3><p>Go to: <strong>Accounts &gt; Taxes &gt; Sales Register <em>or</em> Purchase Register</strong>.</p><p>The Sales and Purchase Register report shows all the Sales and Purchase transactions for a given period with invoiced amount and tax details. In this report, each taxes has a separate column, so you can easily get total taxes collected / paid for a period for each individual tax type, which helps to pay the taxes to government.</p><p><img alt="Sales Register" class="screenshot" contenteditable="false" draggable="true" src="/files/sales-register.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h2>4. Budget and Cost Center</h2><h3>4.1 Budget Variance</h3><p>Go to: <strong>Accounts &gt; Budget and Cost Center &gt; Budget Variance Report</strong>.</p><p>In ERPNext, you can assign expense budget for an expense account against any specific cost center. This report gives a comparison between budgeted and actual expenses and the variance (the difference between the two) in monthly / quarterly / yearly view.</p><p><img alt="Budget Variance" class="screenshot" contenteditable="false" draggable="true" src="/files/budget-variance-report.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h2>5. Tax reports for India</h2><h3>5.1 GSTR-1 (India)</h3><p>Go to: <strong>Accounts &gt; Goods and Services Tax (GST India) &gt; GSTR-1</strong>.</p><p>The GSTR-1 report helps Indian users to file monthly return of outward supplies. This report shows all the sales transactions of the company in Govt specified format. The output of the report is changed based on the selected type of business (B2B, B2C Large, B2C Small, CDNR and Export).</p><p><img alt="GSTR-1" class="screenshot" contenteditable="false" draggable="true" src="/files/gstr-1.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h3>5.2 GSTR-2 (India)</h3><p>Go to: <strong>Accounts &gt; Goods and Services Tax (GST India) &gt; GSTR-2</strong>.</p><p>The GSTR-2 report helps Indian users to file monthly return of inward supplies. The report gives the details of all inward supplies of goods or services received during a month, in Govt specified format.</p><p><img alt="GSTR-2" class="screenshot" contenteditable="false" draggable="true" src="/files/gstr-2.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h2>6. Analytics</h2><h3>6.1 Item wise Sales and Purchase Register</h3><p>Go to: <strong>Accounts &gt; Analytics &gt; Item-wise Sales Register <em>or</em> Item-wise Purchase Register</strong>.</p><p>The Item Wise Sales and Purchase Register report shows all the Sales and Purchase transactions for a given period with item rate, quantity, amount and tax details. In this report, taxes has a separate column, so you can easily get individual taxes for each individual item. From this report you can have a look of which items are sold or purchase most.</p><p><img alt="Item Wise Sales Register" class="screenshot" contenteditable="false" draggable="true" src="/files/item-wise-sales-report.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>More detailed analysis can also be done by using the 'Group By' filter which gives sales data for a specific Customer, Supplier, Territory, etc. You can find out which Item is more popular in which region or which Customer is buying which Item more.</p><p><img alt="Group By Sales Register" class="screenshot" contenteditable="false" draggable="true" src="/files/group-by-sales-register.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h3>6.2 Sales or Purchase Invoice Trends</h3><p>Go to: <strong>Accounts &gt; Analytics &gt; Sales Invoice Trends <em>or</em> Purchase Invoice Trends</strong>.</p><p>Another very useful report is invoice trends, From this report you can easily get the trending items on monthly, quaterly, half yearly or yearly basis. You will get the idea of sales and purchase both in quantity and amount.</p><p><img alt="Sales Invoice Trends" class="screenshot" contenteditable="false" draggable="true" src="/files/sales-invoice-trends.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h2>7. To Bill</h2><ul><li><p><strong>Ordered Items To Be Billed:</strong> The report shows the items which has been ordered by customers, against which Sales Invoice has not been created / partially been created.</p></li><li><p><strong>Delivered Items To Be Billed:</strong> The items which has been delivered to the customers, but Sales Invoice has not been created / partially been created.</p></li><li><p><strong>Purchase Order Items To Be Billed:</strong> The report shows the items which has been ordered from the suppliers, but Purchase Invoice has not been created / partially been created.</p></li><li><p><strong>Received Items To Be Billed:</strong> The items which has been received from the suppliers, but Purchase Invoice has not been created / partially been created.</p></li></ul><h2>8. Other Reports</h2><h3>8.1 Party Wise Trial Balance</h3><p>Go to: <strong>Accounts &gt; Other Reports &gt; Trial Balance for Party</strong>. Usually you might need to see the trial balance for your customesrs and suppliers. You can easily get for all of your customers or suppliers and also for individual.</p><p><img alt="Trial Balance for Party" class="screenshot" contenteditable="false" draggable="true" src="/files/party-wise-trail-balance.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h3>8.2 Customer Credit Balance</h3><p>The report shows the credit limit, outstanding and credit balance for each customer.</p><p><img alt="Customer Credit Balance" class="screenshot" contenteditable="false" draggable="true" src="/files/customer-credit-balance.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p></div> </div> <input value="625288e7ac" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Accounting Reports</h5> <span class="small text-muted revision-time">ritvik edited 2 months ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>Some of the major accounting reports are:</p><h2>1. Company and Accounts</h2><h3>General Ledger</h3><p>Go to: <strong>Accounts &gt; Company and Accounts &gt; General Ledger</strong>.</p><p>The General Ledger is a detailed report for all transactions posted to each account and for every transaction there is a Credit and Debit account so it lists them all up.</p><p>The report is based on the table GL Entry and can be filtered by many pre-defined filters like Account, Cost Centers, Party, Project and Period etc. This helps you to get a full update for all entries posted in a period against any account. The result can be grouped by Account, Voucher/Transaction and Party with opening and closing balances for each group. In case of multi-currency accounting, there is also an option to check the amounts in any other currency than company's base currency.</p><p><img class="screenshot" src="/files/general-ledger.png" alt="General Ledger" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h2>2. Accounting Statements</h2><h3>2.1 Accounts Receivable and Accounts Payable (AR / AP)</h3><p>Go to: <strong>Accounts &gt; Accounting Statements &gt; Accounts Receivable</strong>.</p><p>These reports help you to track the outstanding amount of Customers and Suppliers. It also provides ageing analysis i.e. a break-up of outstanding amount based on the period for which the amount is outstanding.</p><p><img class="screenshot" src="/files/accounts-receivable.png" alt="Accounts Receivable" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h4>2.1.1 Accounts Receivables based on Payment terms</h4><p>You can also see Accounts Receivables based on <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v13/user/manual/en/accounts/payment-terms">Payment Terms</a>.</p><p>Accounts Receivable report based on payment terms can be seen by clicking the checkbox 'Based On Payment Terms' as shown in the following screenshot.</p><p><img class="screenshot" src="/files/accounts-receivable-based-on-payment-terms.png" alt="Accounts Receivable Based on Payment Terms" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p>Outstanding amount against each payment term can be seen. <strong>Invoiced Amount</strong> shows each payment term amount and <strong>Paid Amount</strong> shows paid amount against each payment term. Payment against each term is allocated in FIFO order.</p><p><img class="screenshot" src="/files/accounts-receivable-2.png" alt="Accounts Receivable" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><pre><code> <br class="ProseMirror-trailingBreak"></code></pre><p><br class="ProseMirror-trailingBreak"></p><h4>2.1.2 'Revaluation Journals' filter on Accounts Receivable/Payable</h4><p>'Revaluation Journals' filter allows the report to accurately report Invoice outstandings where currency conversion differences for parties are handled by Exchange Rate Revaluation journals. Only applicable, if there is heavy usage of Multi-Currency transactions and Exchange Rate Revaluation.</p><h3>2.2 Trial Balance</h3><p>Go to: <strong>Accounts &gt; Accounting Statements &gt; Trial Balance</strong>.</p><p>A Trial Balance is an accounting report which lists account balances for all your Accounts (“Ledger” and “Group”) for any given reporting period. A company prepares a trial balance periodically, usually at the end of every reporting period. The general purpose of producing a trial balance is to ensure the entries in a company's bookkeeping system are mathematically correct. The totals of Debit and Credit columns must be same for any given period, to ensure the entries are correct. In ERPNext, the report shows following columns:</p><ul><li><p>Opening (Dr): Opening debit balance as on From Date</p></li><li><p>Opening (Cr): Opening credit balance as on From Date</p></li><li><p>Debit: Total Debited amount against the account between the selected period</p></li><li><p>Credit: Total Credited amount against the account between the selected period</p></li><li><p>Closing (Dr): Closing debit balance as on To Date</p></li><li><p>Closing (Cr): Closing credit balance as on To Date</p></li></ul><p>There are some other options as well to include or exclude Period Closing Entries, show / hide accounts with zero balance and to show unclosed previous fiscal year's P&amp;L (Income &amp; Expenses) balances. All the figures in the report are shown in company's base currency.</p><p><img class="screenshot" src="/files/trial-balance.png" alt="Trial Balance" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h3>2.3 Balance Sheet</h3><p>Go to: <strong>Accounts &gt; Accounting Statements &gt; Balance Sheet</strong>.</p><p>A Balance Sheet is the financial statement of a company which states assets, liabilities and equity at a particular point in time.</p><p>The Balance Sheet in ERPNext gives you more flexibility to analyse your financial position. You can run the report across multiple year to compare values. You can check values for a specific Finance Book or Cost Center. You can also choose any other currency to display the balances.</p><p><img class="screenshot" src="/files/balance-sheet-report.png" alt="Balance Sheet" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h3>2.4 Cash Flow Statement</h3><p>Go to: <strong>Accounts &gt; Accounting Statements &gt; Cash Flow</strong>.</p><p>A Cash Flow is a financial statement which shows the incoming and outgoing of cash or cash-equivalents for a company. It is used to analyse the liquidity position of the company.</p><p><img class="screenshot" src="/files/cash-flow-report.png" alt="Cash Flow" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h3>2.5 Profit and Loss Statement</h3><p>Go to: <strong>Accounts &gt; Accounting Statements &gt; Profit and Loss Statement</strong>.</p><p>A Profit and Loss Statement is a financial statement which summarizes all the revenues and expenses in a given period. The report is also known as P&amp;L Statement.</p><p>In ERPNext, you can run the report across multiple year / period to compare the values. You can also check values for a specific Finance Book, Project or Cost Center. You can also choose any other currency to display the balances. If you are running the report to see quarterly / monthly balances, you can choose whether you want to show accumulated balances or only for each period.</p><p><img class="screenshot" src="/files/profit-and-loss-report.png" alt="Profit and Loss Report" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h3>2.6 Consolidated Financial Statements</h3><p>Go to: <strong>Accounts &gt; Accounting Statements &gt; Consolidated Financial Statement</strong>.</p><p>The report shows a consolidated view of Balance Sheet, Profit and Loss Statement and Cash Flow for a group company, by merging financial statements of all the subsidary companies. It shows balances for all individual company and as well as accumulated balances for a group company.</p><p><img class="screenshot" src="/files/consolidated-financial-statement.png" alt="Consolidated Financial Statements" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p><br class="ProseMirror-trailingBreak"></p><h3>2.7 Financial Ratios Report</h3><h3>Introduction</h3><p>A financial ratio is a measurement tool used to evaluate a company's financial condition or performance relative to other businesses. This tool is commonly used by investors to study and obtain insight about a company's financial history or the overall industry. The process of computing a financial ratio involves extracting numbers from the balance sheet, income statement, and cash flow statement. Rather than just being a calculation, a financial ratio offers an understanding of a company's economic status in areas such as profitability, liquidity, leverage, and market valuation. A ratio can act as a signal, alert, or hint towards various potential issues.</p><p><br class="ProseMirror-trailingBreak"></p><h3>Assumptions</h3><ol><li><p>Net Sales = Direct Income</p></li><li><p>Credit Sales = Direct Income</p></li><li><p>Credit Purchases = Direct Expense</p></li><li><p>Share Holder Fund (SHF) = Total Asset - Total_Liability</p></li><li><p>Net Profit After Income &amp; Taxes(NPAIT)  = Total Income - Total Expense</p></li></ol><h3>Types of Ratios:</h3><h3>2.7.1 Liquidity Ratios</h3><p>Consists of:</p><p>2.7.1.1 Current Ratio = Current Assets/Current Liability</p><p>2.7.1.2 Quick Ratio = Quick Assets/Quick Liability</p><p><br class="ProseMirror-trailingBreak"></p><p>Requires 2 types of accounts:</p><ol><li><p>Current Asset(e.g)</p><p><img class="screenshot" src="https://quasar-salute-cf5.notion.site/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F51af3e44-b208-4962-ac51-f5095ac01fa0%2F8e8e0c4d-518f-4bf8-a8d6-d4718d8c1909%2FScreenshot_2024-03-04_at_4.46.16_PM.png?table=block&amp;id=886cccbf-319c-45f9-8b68-00ac5c297af5&amp;spaceId=51af3e44-b208-4962-ac51-f5095ac01fa0&amp;width=2000&amp;userId=&amp;cache=v2" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p></li><li><p>Current Liability(e.g)</p><p><img class="screenshot" src="https://quasar-salute-cf5.notion.site/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F51af3e44-b208-4962-ac51-f5095ac01fa0%2F931e85fa-9cd1-48ae-b1a3-4cca0909e6c5%2FScreenshot_2024-03-04_at_4.47.25_PM.png?table=block&amp;id=91bab7c9-06ba-4581-9154-f64cd770019e&amp;spaceId=51af3e44-b208-4962-ac51-f5095ac01fa0&amp;width=2000&amp;userId=&amp;cache=v2" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p></li></ol><p>As soon as you will set your account types for the relevant account in your “Chart of Accounts”, both Current Ratio and Quick Ratio will show the correct value.</p><h3>2.7.2 Debt Equity Ratios</h3><p>Consists of:</p><p>2.7.2.1 Debt Equity Ratio = Total Liability / SHF</p><p>2.7.2.2 Gross Profit Ratio = (Net Sales - COGS)/Net Sales</p><p>2.7.2.3 Net Profit Ratio = NPAIT /Net Sales</p><p>2.7.2.4 Return on Asset Ratio = NPAIT/Total Assets</p><p>2.7.2.5 Return on Equity Ratio = NPAIT/SHF</p><p><br class="ProseMirror-trailingBreak"></p><p>For Gross Profit Ratio and Net Profit Ratio to show the correct data we need to add the relevant account type to “Direct Income” (as direct income is treated as Net Sales). (e.g.)</p><p><img class="screenshot" src="https://quasar-salute-cf5.notion.site/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F51af3e44-b208-4962-ac51-f5095ac01fa0%2F3f2b3040-04ff-471e-b095-ae435256690b%2FScreenshot_2024-03-04_at_4.55.59_PM.png?table=block&amp;id=53aee518-d296-4076-80b5-90628c9e20e5&amp;spaceId=51af3e44-b208-4962-ac51-f5095ac01fa0&amp;width=2000&amp;userId=&amp;cache=v2" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h3>2.7.3 Turnover Ratios</h3><p>Consists of:</p><p>2.7.3.1 Fixed Asset Turnover Ratio = COGS/ Avg. Stock</p><p>2.7.3.2 Debtor Turnover Ratio = Credit Sales / Avg. Debtors</p><p>2.7.3.3 Creditor Turnover Ratio = Credit Purchases / Avg. Purchases</p><p>2.7.3.4 Inventory Turnover Ratio = Net Sales / Total Assets</p><p class="is-empty"><br class="ProseMirror-trailingBreak"></p><p>Average of Stock / Debtors / Purchases is calculated by ⇒ opening of first year / closing of last year.</p><h2>3. Taxes</h2><h3>3.1 Sales and Purchase Register</h3><p>Go to: <strong>Accounts &gt; Taxes &gt; Sales Register <em>or</em> Purchase Register</strong>.</p><p>The Sales and Purchase Register report shows all the Sales and Purchase transactions for a given period with invoiced amount and tax details. In this report, each taxes has a separate column, so you can easily get total taxes collected / paid for a period for each individual tax type, which helps to pay the taxes to government.</p><p><img class="screenshot" src="/files/sales-register.png" alt="Sales Register" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h2>4. Budget and Cost Center</h2><h3>4.1 Budget Variance</h3><p>Go to: <strong>Accounts &gt; Budget and Cost Center &gt; Budget Variance Report</strong>.</p><p>In ERPNext, you can assign expense budget for an expense account against any specific cost center. This report gives a comparison between budgeted and actual expenses and the variance (the difference between the two) in monthly / quarterly / yearly view.</p><p><img class="screenshot" src="/files/budget-variance-report.png" alt="Budget Variance" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h2>5. Tax reports for India</h2><h3>5.1 GSTR-1 (India)</h3><p>Go to: <strong>Accounts &gt; Goods and Services Tax (GST India) &gt; GSTR-1</strong>.</p><p>The GSTR-1 report helps Indian users to file monthly return of outward supplies. This report shows all the sales transactions of the company in Govt specified format. The output of the report is changed based on the selected type of business (B2B, B2C Large, B2C Small, CDNR and Export).</p><p><img class="screenshot" src="/files/gstr-1.png" alt="GSTR-1" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h3>5.2 GSTR-2 (India)</h3><p>Go to: <strong>Accounts &gt; Goods and Services Tax (GST India) &gt; GSTR-2</strong>.</p><p>The GSTR-2 report helps Indian users to file monthly return of inward supplies. The report gives the details of all inward supplies of goods or services received during a month, in Govt specified format.</p><p><img class="screenshot" src="/files/gstr-2.png" alt="GSTR-2" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h2>6. Analytics</h2><h3>6.1 Item wise Sales and Purchase Register</h3><p>Go to: <strong>Accounts &gt; Analytics &gt; Item-wise Sales Register <em>or</em> Item-wise Purchase Register</strong>.</p><p>The Item Wise Sales and Purchase Register report shows all the Sales and Purchase transactions for a given period with item rate, quantity, amount and tax details. In this report, taxes has a separate column, so you can easily get individual taxes for each individual item. From this report you can have a look of which items are sold or purchase most.</p><p><img class="screenshot" src="/files/item-wise-sales-report.png" alt="Item Wise Sales Register" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p>More detailed analysis can also be done by using the 'Group By' filter which gives sales data for a specific Customer, Supplier, Territory, etc. You can find out which Item is more popular in which region or which Customer is buying which Item more.</p><p><img class="screenshot" src="/files/group-by-sales-register.png" alt="Group By Sales Register" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h3>6.2 Sales or Purchase Invoice Trends</h3><p>Go to: <strong>Accounts &gt; Analytics &gt; Sales Invoice Trends <em>or</em> Purchase Invoice Trends</strong>.</p><p>Another very useful report is invoice trends, From this report you can easily get the trending items on monthly, quaterly, half yearly or yearly basis. You will get the idea of sales and purchase both in quantity and amount.</p><p><img class="screenshot" src="/files/sales-invoice-trends.png" alt="Sales Invoice Trends" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h2>7. To Bill</h2><ul><li><p><strong>Ordered Items To Be Billed:</strong> The report shows the items which has been ordered by customers, against which Sales Invoice has not been created / partially been created.</p></li><li><p><strong>Delivered Items To Be Billed:</strong> The items which has been delivered to the customers, but Sales Invoice has not been created / partially been created.</p></li><li><p><strong>Purchase Order Items To Be Billed:</strong> The report shows the items which has been ordered from the suppliers, but Purchase Invoice has not been created / partially been created.</p></li><li><p><strong>Received Items To Be Billed:</strong> The items which has been received from the suppliers, but Purchase Invoice has not been created / partially been created.</p></li></ul><h2>8. Other Reports</h2><h3>8.1 Party Wise Trial Balance</h3><p>Go to: <strong>Accounts &gt; Other Reports &gt; Trial Balance for Party</strong>. Usually you might need to see the trial balance for your customesrs and suppliers. You can easily get for all of your customers or suppliers and also for individual.</p><p><img class="screenshot" src="/files/party-wise-trail-balance.png" alt="Trial Balance for Party" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h3>8.2 Customer Credit Balance</h3><p>The report shows the credit limit, outstanding and credit balance for each customer.</p><p><img class="screenshot" src="/files/customer-credit-balance.png" alt="Customer Credit Balance" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/accounting-reports" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Accounting Reports Some of the major accounting reports are: 1. Company and Accounts General Ledger Go to: Accounts > Company and Accounts > General Ledger. The General Ledger is a detailed report for all transactions posted to each account and for every transaction there is a Credit and Debit account so it lists them all up. The report is based on the table GL Entry and can be filtered by many pre-defined filters like Account, Cost Centers, Party, Project and Period etc. This helps you to get a full update for all entries posted in a period against any account. The result can be grouped by Account, Voucher/Transaction and Party with opening and closing balances for each group. In case of multi-currency accounting, there is also an option to check the amounts in any other currency than company's base currency. 2. Accounting Statements 2.1 Accounts Receivable and Accounts Payable (AR / AP) Go to: Accounts > Accounting Statements > Accounts Receivable. These reports help you to track the outstanding amount of Customers and Suppliers. It also provides ageing analysis i.e. a break-up of outstanding amount based on the period for which the amount is outstanding. 2.1.1 Accounts Receivables based on Payment terms You can also see Accounts Receivables based on Payment Terms. Accounts Receivable report based on payment terms can be seen by clicking the checkbox 'Based On Payment Terms' as shown in the following screenshot. Outstanding amount against each payment term can be seen. Invoiced Amount shows each payment term amount and Paid Amount shows paid amount against each payment term. Payment against each term is allocated in FIFO order.  2.1.2 'Revaluation Journals' filter on Accounts Receivable/Payable 'Revaluation Journals' filter allows the report to accurately report Invoice outstandings where currency conversion differences for parties are handled by Exchange Rate Revaluation journals. Only applicable, if there is heavy usage of Multi-Currency transactions and Exchange Rate Revaluation. 2.2 Trial Balance Go to: Accounts > Accounting Statements > Trial Balance. A Trial Balance is an accounting report which lists account balances for all your Accounts (“Ledger” and “Group”) for any given reporting period. A company prepares a trial balance periodically, usually at the end of every reporting period. The general purpose of producing a trial balance is to ensure the entries in a company's bookkeeping system are mathematically correct. The totals of Debit and Credit columns must be same for any given period, to ensure the entries are correct. In ERPNext, the report shows following columns: Opening (Dr): Opening debit balance as on From Date Opening (Cr): Opening credit balance as on From Date Debit: Total Debited amount against the account between the selected period Credit: Total Credited amount against the account between the selected period Closing (Dr): Closing debit balance as on To Date Closing (Cr): Closing credit balance as on To Date There are some other options as well to include or exclude Period Closing Entries, show / hide accounts with zero balance and to show unclosed previous fiscal year's P&L (Income & Expenses) balances. All the figures in the report are shown in company's base currency. 2.3 Balance Sheet Go to: Accounts > Accounting Statements > Balance Sheet. A Balance Sheet is the financial statement of a company which states assets, liabilities and equity at a particular point in time. The Balance Sheet in ERPNext gives you more flexibility to analyse your financial position. You can run the report across multiple year to compare values. You can check values for a specific Finance Book or Cost Center. You can also choose any other currency to display the balances. 2.4 Cash Flow Statement Go to: Accounts > Accounting Statements > Cash Flow. A Cash Flow is a financial statement which shows the incoming and outgoing of cash or cash-equivalents for a company. It is used to analyse the liquidity position of the company. 2.5 Profit and Loss Statement Go to: Accounts > Accounting Statements > Profit and Loss Statement. A Profit and Loss Statement is a financial statement which summarizes all the revenues and expenses in a given period. The report is also known as P&L Statement. In ERPNext, you can run the report across multiple year / period to compare the values. You can also check values for a specific Finance Book, Project or Cost Center. You can also choose any other currency to display the balances. If you are running the report to see quarterly / monthly balances, you can choose whether you want to show accumulated balances or only for each period. 2.6 Consolidated Financial Statements Go to: Accounts > Accounting Statements > Consolidated Financial Statement. The report shows a consolidated view of Balance Sheet, Profit and Loss Statement and Cash Flow for a group company, by merging financial statements of all the subsidary companies. It shows balances for all individual company and as well as accumulated balances for a group company. 2.7 Financial Ratios Report Introduction A financial ratio is a measurement tool used to evaluate a company's financial condition or performance relative to other businesses. This tool is commonly used by investors to study and obtain insight about a company's financial history or the overall industry. The process of computing a financial ratio involves extracting numbers from the balance sheet, income statement, and cash flow statement. Rather than just being a calculation, a financial ratio offers an understanding of a company's economic status in areas such as profitability, liquidity, leverage, and market valuation. A ratio can act as a signal, alert, or hint towards various potential issues. Assumptions Net Sales = Direct Income Credit Sales = Direct Income Credit Purchases = Direct Expense Share Holder Fund (SHF) = Total Asset - Total_Liability Net Profit After Income & Taxes(NPAIT) = Total Income - Total Expense Types of Ratios: 2.7.1 Liquidity Ratios Consists of: 2.7.1.1 Current Ratio = Current Assets/Current Liability 2.7.1.2 Quick Ratio = Quick Assets/Quick Liability Requires 2 types of accounts: Current Asset(e.g) Current Liability(e.g) As soon as you will set your account types for the relevant account in your “Chart of Accounts”, both Current Ratio and Quick Ratio will show the correct value. 2.7.2 Debt Equity Ratios Consists of: 2.7.2.1 Debt Equity Ratio = Total Liability / SHF 2.7.2.2 Gross Profit Ratio = (Net Sales - COGS)/Net Sales 2.7.2.3 Net Profit Ratio = NPAIT /Net Sales 2.7.2.4 Return on Asset Ratio = NPAIT/Total Assets 2.7.2.5 Return on Equity Ratio = NPAIT/SHF For Gross Profit Ratio and Net Profit Ratio to show the correct data we need to add the relevant account type to “Direct Income” (as direct income is treated as Net Sales). (e.g.) 2.7.3 Turnover Ratios Consists of: 2.7.3.1 Fixed Asset Turnover Ratio = COGS/ Avg. Stock 2.7.3.2 Debtor Turnover Ratio = Credit Sales / Avg. Debtors 2.7.3.3 Creditor Turnover Ratio = Credit Purchases / Avg. Purchases 2.7.3.4 Inventory Turnover Ratio = Net Sales / Total Assets Average of Stock / Debtors / Purchases is calculated by ⇒ (opening of first year + closing of last year) / 2 3. Taxes 3.1 Sales and Purchase Register Go to: Accounts > Taxes > Sales Register or Purchase Register. The Sales and Purchase Register report shows all the Sales and Purchase transactions for a given period with invoiced amount and tax details. In this report, each taxes has a separate column, so you can easily get total taxes collected / paid for a period for each individual tax type, which helps to pay the taxes to government. 4. Budget and Cost Center 4.1 Budget Variance Go to: Accounts > Budget and Cost Center > Budget Variance Report. In ERPNext, you can assign expense budget for an expense account against any specific cost center. This report gives a comparison between budgeted and actual expenses and the variance (the difference between the two) in monthly / quarterly / yearly view. 5. Tax reports for India 5.1 GSTR-1 (India) Go to: Accounts > Goods and Services Tax (GST India) > GSTR-1. The GSTR-1 report helps Indian users to file monthly return of outward supplies. This report shows all the sales transactions of the company in Govt specified format. The output of the report is changed based on the selected type of business (B2B, B2C Large, B2C Small, CDNR and Export). 5.2 GSTR-2 (India) Go to: Accounts > Goods and Services Tax (GST India) > GSTR-2. The GSTR-2 report helps Indian users to file monthly return of inward supplies. The report gives the details of all inward supplies of goods or services received during a month, in Govt specified format. 6. Analytics 6.1 Item wise Sales and Purchase Register Go to: Accounts > Analytics > Item-wise Sales Register or Item-wise Purchase Register. The Item Wise Sales and Purchase Register report shows all the Sales and Purchase transactions for a given period with item rate, quantity, amount and tax details. In this report, taxes has a separate column, so you can easily get individual taxes for each individual item. From this report you can have a look of which items are sold or purchase most. More detailed analysis can also be done by using the 'Group By' filter which gives sales data for a specific Customer, Supplier, Territory, etc. You can find out which Item is more popular in which region or which Customer is buying which Item more. 6.2 Sales or Purchase Invoice Trends Go to: Accounts > Analytics > Sales Invoice Trends or Purchase Invoice Trends. Another very useful report is invoice trends, From this report you can easily get the trending items on monthly, quaterly, half yearly or yearly basis. You will get the idea of sales and purchase both in quantity and amount. 7. To Bill Ordered Items To Be Billed: The report shows the items which has been ordered by customers, against which Sales Invoice has not been created / partially been created. Delivered Items To Be Billed: The items which has been delivered to the customers, but Sales Invoice has not been created / partially been created. Purchase Order Items To Be Billed: The report shows the items which has been ordered from the suppliers, but Purchase Invoice has not been created / partially been created. Received Items To Be Billed: The items which has been received from the suppliers, but Purchase Invoice has not been created / partially been created. 8. Other Reports 8.1 Party Wise Trial Balance Go to: Accounts > Other Reports > Trial Balance for Party. Usually you might need to see the trial balance for your customesrs and suppliers. You can easily get for all of your customers or suppliers and also for individual. 8.2 Customer Credit Balance The report shows the credit limit, outstanding and credit balance for each customer.

# Accounting Reports Edit Page New Page Revisions Page Settings Some of the major accounting reports are: ## 1\. Company and Accounts ### General Ledger Go to: **Accounts > Company and Accounts > General Ledger**. The General Ledger is a detailed report for all transactions posted to each account and for every transaction there is a Credit and Debit account so it lists them all up. The report is based on the table GL Entry and can be filtered by many pre- defined filters like Account, Cost Centers, Party, Project and Period etc. This helps you to get a full update for all entries posted in a period against any account. The result can be grouped by Account, Voucher/Transaction and Party with opening and closing balances for each group. In case of multi- currency accounting, there is also an option to check the amounts in any other currency than company's base currency.  ## 2\. Accounting Statements ### 2.1 Accounts Receivable and Accounts Payable (AR / AP) Go to: **Accounts > Accounting Statements > Accounts Receivable**. These reports help you to track the outstanding amount of Customers and Suppliers. It also provides ageing analysis i.e. a break-up of outstanding amount based on the period for which the amount is outstanding.  #### 2.1.1 Accounts Receivables based on Payment terms You can also see Accounts Receivables based on [Payment Terms](/docs/v13/user/manual/en/accounts/payment-terms). Accounts Receivable report based on payment terms can be seen by clicking the checkbox 'Based On Payment Terms' as shown in the following screenshot.  Outstanding amount against each payment term can be seen. **Invoiced Amount** shows each payment term amount and **Paid Amount** shows paid amount against each payment term. Payment against each term is allocated in FIFO order.   #### 2.1.2 'Revaluation Journals' filter on Accounts Receivable/Payable 'Revaluation Journals' filter allows the report to accurately report Invoice outstandings where currency conversion differences for parties are handled by Exchange Rate Revaluation journals. Only applicable, if there is heavy usage of Multi-Currency transactions and Exchange Rate Revaluation. ### 2.2 Trial Balance Go to: **Accounts > Accounting Statements > Trial Balance**. A Trial Balance is an accounting report which lists account balances for all your Accounts (“Ledger” and “Group”) for any given reporting period. A company prepares a trial balance periodically, usually at the end of every reporting period. The general purpose of producing a trial balance is to ensure the entries in a company's bookkeeping system are mathematically correct. The totals of Debit and Credit columns must be same for any given period, to ensure the entries are correct. In ERPNext, the report shows following columns: * Opening (Dr): Opening debit balance as on From Date * Opening (Cr): Opening credit balance as on From Date * Debit: Total Debited amount against the account between the selected period * Credit: Total Credited amount against the account between the selected period * Closing (Dr): Closing debit balance as on To Date * Closing (Cr): Closing credit balance as on To Date There are some other options as well to include or exclude Period Closing Entries, show / hide accounts with zero balance and to show unclosed previous fiscal year's P&L (Income & Expenses) balances. All the figures in the report are shown in company's base currency.  ### 2.3 Balance Sheet Go to: **Accounts > Accounting Statements > Balance Sheet**. A Balance Sheet is the financial statement of a company which states assets, liabilities and equity at a particular point in time. The Balance Sheet in ERPNext gives you more flexibility to analyse your financial position. You can run the report across multiple year to compare values. You can check values for a specific Finance Book or Cost Center. You can also choose any other currency to display the balances.  ### 2.4 Cash Flow Statement Go to: **Accounts > Accounting Statements > Cash Flow**. A Cash Flow is a financial statement which shows the incoming and outgoing of cash or cash-equivalents for a company. It is used to analyse the liquidity position of the company.  ### 2.5 Profit and Loss Statement Go to: **Accounts > Accounting Statements > Profit and Loss Statement**. A Profit and Loss Statement is a financial statement which summarizes all the revenues and expenses in a given period. The report is also known as P&L Statement. In ERPNext, you can run the report across multiple year / period to compare the values. You can also check values for a specific Finance Book, Project or Cost Center. You can also choose any other currency to display the balances. If you are running the report to see quarterly / monthly balances, you can choose whether you want to show accumulated balances or only for each period.  ### 2.6 Consolidated Financial Statements Go to: **Accounts > Accounting Statements > Consolidated Financial Statement**. The report shows a consolidated view of Balance Sheet, Profit and Loss Statement and Cash Flow for a group company, by merging financial statements of all the subsidary companies. It shows balances for all individual company and as well as accumulated balances for a group company.  ### 2.7 Financial Ratios Report ### Introduction A financial ratio is a measurement tool used to evaluate a company's financial condition or performance relative to other businesses. This tool is commonly used by investors to study and obtain insight about a company's financial history or the overall industry. The process of computing a financial ratio involves extracting numbers from the balance sheet, income statement, and cash flow statement. Rather than just being a calculation, a financial ratio offers an understanding of a company's economic status in areas such as profitability, liquidity, leverage, and market valuation. A ratio can act as a signal, alert, or hint towards various potential issues. ### Assumptions 1. Net Sales = Direct Income 2. Credit Sales = Direct Income 3. Credit Purchases = Direct Expense 4. Share Holder Fund (SHF) = Total Asset - Total_Liability 5. Net Profit After Income & Taxes(NPAIT) = Total Income - Total Expense ### Types of Ratios: ### 2.7.1 Liquidity Ratios Consists of: 2.7.1.1 Current Ratio = Current Assets/Current Liability 2.7.1.2 Quick Ratio = Quick Assets/Quick Liability Requires 2 types of accounts: 1. Current Asset(e.g)  2. Current Liability(e.g)  As soon as you will set your account types for the relevant account in your “Chart of Accounts”, both Current Ratio and Quick Ratio will show the correct value. ### 2.7.2 Debt Equity Ratios Consists of: 2.7.2.1 Debt Equity Ratio = Total Liability / SHF 2.7.2.2 Gross Profit Ratio = (Net Sales - COGS)/Net Sales 2.7.2.3 Net Profit Ratio = NPAIT /Net Sales 2.7.2.4 Return on Asset Ratio = NPAIT/Total Assets 2.7.2.5 Return on Equity Ratio = NPAIT/SHF For Gross Profit Ratio and Net Profit Ratio to show the correct data we need to add the relevant account type to “Direct Income” (as direct income is treated as Net Sales). (e.g.)  ### 2.7.3 Turnover Ratios Consists of: 2.7.3.1 Fixed Asset Turnover Ratio = COGS/ Avg. Stock 2.7.3.2 Debtor Turnover Ratio = Credit Sales / Avg. Debtors 2.7.3.3 Creditor Turnover Ratio = Credit Purchases / Avg. Purchases 2.7.3.4 Inventory Turnover Ratio = Net Sales / Total Assets Average of Stock / Debtors / Purchases is calculated by ⇒ > (opening of first year + closing of last year) / 2 ## 3\. Taxes ### 3.1 Sales and Purchase Register Go to: **Accounts > Taxes > Sales Register _or_ Purchase Register**. The Sales and Purchase Register report shows all the Sales and Purchase transactions for a given period with invoiced amount and tax details. In this report, each taxes has a separate column, so you can easily get total taxes collected / paid for a period for each individual tax type, which helps to pay the taxes to government.  ## 4\. Budget and Cost Center ### 4.1 Budget Variance Go to: **Accounts > Budget and Cost Center > Budget Variance Report**. In ERPNext, you can assign expense budget for an expense account against any specific cost center. This report gives a comparison between budgeted and actual expenses and the variance (the difference between the two) in monthly / quarterly / yearly view.  ## 5\. Tax reports for India ### 5.1 GSTR-1 (India) Go to: **Accounts > Goods and Services Tax (GST India) > GSTR-1**. The GSTR-1 report helps Indian users to file monthly return of outward supplies. This report shows all the sales transactions of the company in Govt specified format. The output of the report is changed based on the selected type of business (B2B, B2C Large, B2C Small, CDNR and Export).  ### 5.2 GSTR-2 (India) Go to: **Accounts > Goods and Services Tax (GST India) > GSTR-2**. The GSTR-2 report helps Indian users to file monthly return of inward supplies. The report gives the details of all inward supplies of goods or services received during a month, in Govt specified format.  ## 6\. Analytics ### 6.1 Item wise Sales and Purchase Register Go to: **Accounts > Analytics > Item-wise Sales Register _or_ Item-wise Purchase Register**. The Item Wise Sales and Purchase Register report shows all the Sales and Purchase transactions for a given period with item rate, quantity, amount and tax details. In this report, taxes has a separate column, so you can easily get individual taxes for each individual item. From this report you can have a look of which items are sold or purchase most.  More detailed analysis can also be done by using the 'Group By' filter which gives sales data for a specific Customer, Supplier, Territory, etc. You can find out which Item is more popular in which region or which Customer is buying which Item more.  ### 6.2 Sales or Purchase Invoice Trends Go to: **Accounts > Analytics > Sales Invoice Trends _or_ Purchase Invoice Trends**. Another very useful report is invoice trends, From this report you can easily get the trending items on monthly, quaterly, half yearly or yearly basis. You will get the idea of sales and purchase both in quantity and amount.  ## 7\. To Bill * **Ordered Items To Be Billed:** The report shows the items which has been ordered by customers, against which Sales Invoice has not been created / partially been created. * **Delivered Items To Be Billed:** The items which has been delivered to the customers, but Sales Invoice has not been created / partially been created. * **Purchase Order Items To Be Billed:** The report shows the items which has been ordered from the suppliers, but Purchase Invoice has not been created / partially been created. * **Received Items To Be Billed:** The items which has been received from the suppliers, but Purchase Invoice has not been created / partially been created. ## 8\. Other Reports ### 8.1 Party Wise Trial Balance Go to: **Accounts > Other Reports > Trial Balance for Party**. Usually you might need to see the trial balance for your customesrs and suppliers. You can easily get for all of your customers or suppliers and also for individual.  ### 8.2 Customer Credit Balance The report shows the credit limit, outstanding and credit balance for each customer.  ##### Accounting Reports ritvik edited 2 months ago × Some of the major accounting reports are: ## 1\. Company and Accounts ### General Ledger Go to: **Accounts > Company and Accounts > General Ledger**. The General Ledger is a detailed report for all transactions posted to each account and for every transaction there is a Credit and Debit account so it lists them all up. The report is based on the table GL Entry and can be filtered by many pre- defined filters like Account, Cost Centers, Party, Project and Period etc. This helps you to get a full update for all entries posted in a period against any account. The result can be grouped by Account, Voucher/Transaction and Party with opening and closing balances for each group. In case of multi- currency accounting, there is also an option to check the amounts in any other currency than company's base currency.  ## 2\. Accounting Statements ### 2.1 Accounts Receivable and Accounts Payable (AR / AP) Go to: **Accounts > Accounting Statements > Accounts Receivable**. These reports help you to track the outstanding amount of Customers and Suppliers. It also provides ageing analysis i.e. a break-up of outstanding amount based on the period for which the amount is outstanding.  #### 2.1.1 Accounts Receivables based on Payment terms You can also see Accounts Receivables based on [Payment Terms](/docs/v13/user/manual/en/accounts/payment-terms). Accounts Receivable report based on payment terms can be seen by clicking the checkbox 'Based On Payment Terms' as shown in the following screenshot.  Outstanding amount against each payment term can be seen. **Invoiced Amount** shows each payment term amount and **Paid Amount** shows paid amount against each payment term. Payment against each term is allocated in FIFO order.   #### 2.1.2 'Revaluation Journals' filter on Accounts Receivable/Payable 'Revaluation Journals' filter allows the report to accurately report Invoice outstandings where currency conversion differences for parties are handled by Exchange Rate Revaluation journals. Only applicable, if there is heavy usage of Multi-Currency transactions and Exchange Rate Revaluation. ### 2.2 Trial Balance Go to: **Accounts > Accounting Statements > Trial Balance**. A Trial Balance is an accounting report which lists account balances for all your Accounts (“Ledger” and “Group”) for any given reporting period. A company prepares a trial balance periodically, usually at the end of every reporting period. The general purpose of producing a trial balance is to ensure the entries in a company's bookkeeping system are mathematically correct. The totals of Debit and Credit columns must be same for any given period, to ensure the entries are correct. In ERPNext, the report shows following columns: * Opening (Dr): Opening debit balance as on From Date * Opening (Cr): Opening credit balance as on From Date * Debit: Total Debited amount against the account between the selected period * Credit: Total Credited amount against the account between the selected period * Closing (Dr): Closing debit balance as on To Date * Closing (Cr): Closing credit balance as on To Date There are some other options as well to include or exclude Period Closing Entries, show / hide accounts with zero balance and to show unclosed previous fiscal year's P&L (Income & Expenses) balances. All the figures in the report are shown in company's base currency.  ### 2.3 Balance Sheet Go to: **Accounts > Accounting Statements > Balance Sheet**. A Balance Sheet is the financial statement of a company which states assets, liabilities and equity at a particular point in time. The Balance Sheet in ERPNext gives you more flexibility to analyse your financial position. You can run the report across multiple year to compare values. You can check values for a specific Finance Book or Cost Center. You can also choose any other currency to display the balances.  ### 2.4 Cash Flow Statement Go to: **Accounts > Accounting Statements > Cash Flow**. A Cash Flow is a financial statement which shows the incoming and outgoing of cash or cash-equivalents for a company. It is used to analyse the liquidity position of the company.  ### 2.5 Profit and Loss Statement Go to: **Accounts > Accounting Statements > Profit and Loss Statement**. A Profit and Loss Statement is a financial statement which summarizes all the revenues and expenses in a given period. The report is also known as P&L Statement. In ERPNext, you can run the report across multiple year / period to compare the values. You can also check values for a specific Finance Book, Project or Cost Center. You can also choose any other currency to display the balances. If you are running the report to see quarterly / monthly balances, you can choose whether you want to show accumulated balances or only for each period.  ### 2.6 Consolidated Financial Statements Go to: **Accounts > Accounting Statements > Consolidated Financial Statement**. The report shows a consolidated view of Balance Sheet, Profit and Loss Statement and Cash Flow for a group company, by merging financial statements of all the subsidary companies. It shows balances for all individual company and as well as accumulated balances for a group company.  ### 2.7 Financial Ratios Report ### Introduction A financial ratio is a measurement tool used to evaluate a company's financial condition or performance relative to other businesses. This tool is commonly used by investors to study and obtain insight about a company's financial history or the overall industry. The process of computing a financial ratio involves extracting numbers from the balance sheet, income statement, and cash flow statement. Rather than just being a calculation, a financial ratio offers an understanding of a company's economic status in areas such as profitability, liquidity, leverage, and market valuation. A ratio can act as a signal, alert, or hint towards various potential issues. ### Assumptions 1. Net Sales = Direct Income 2. Credit Sales = Direct Income 3. Credit Purchases = Direct Expense 4. Share Holder Fund (SHF) = Total Asset - Total_Liability 5. Net Profit After Income & Taxes(NPAIT) = Total Income - Total Expense ### Types of Ratios: ### 2.7.1 Liquidity Ratios Consists of: 2.7.1.1 Current Ratio = Current Assets/Current Liability 2.7.1.2 Quick Ratio = Quick Assets/Quick Liability Requires 2 types of accounts: 1. Current Asset(e.g)  2. Current Liability(e.g)  As soon as you will set your account types for the relevant account in your “Chart of Accounts”, both Current Ratio and Quick Ratio will show the correct value. ### 2.7.2 Debt Equity Ratios Consists of: 2.7.2.1 Debt Equity Ratio = Total Liability / SHF 2.7.2.2 Gross Profit Ratio = (Net Sales - COGS)/Net Sales 2.7.2.3 Net Profit Ratio = NPAIT /Net Sales 2.7.2.4 Return on Asset Ratio = NPAIT/Total Assets 2.7.2.5 Return on Equity Ratio = NPAIT/SHF For Gross Profit Ratio and Net Profit Ratio to show the correct data we need to add the relevant account type to “Direct Income” (as direct income is treated as Net Sales). (e.g.)  ### 2.7.3 Turnover Ratios Consists of: 2.7.3.1 Fixed Asset Turnover Ratio = COGS/ Avg. Stock 2.7.3.2 Debtor Turnover Ratio = Credit Sales / Avg. Debtors 2.7.3.3 Creditor Turnover Ratio = Credit Purchases / Avg. Purchases 2.7.3.4 Inventory Turnover Ratio = Net Sales / Total Assets Average of Stock / Debtors / Purchases is calculated by ⇒ opening of first year / closing of last year. ## 3\. Taxes ### 3.1 Sales and Purchase Register Go to: **Accounts > Taxes > Sales Register _or_ Purchase Register**. The Sales and Purchase Register report shows all the Sales and Purchase transactions for a given period with invoiced amount and tax details. In this report, each taxes has a separate column, so you can easily get total taxes collected / paid for a period for each individual tax type, which helps to pay the taxes to government.  ## 4\. Budget and Cost Center ### 4.1 Budget Variance Go to: **Accounts > Budget and Cost Center > Budget Variance Report**. In ERPNext, you can assign expense budget for an expense account against any specific cost center. This report gives a comparison between budgeted and actual expenses and the variance (the difference between the two) in monthly / quarterly / yearly view.  ## 5\. Tax reports for India ### 5.1 GSTR-1 (India) Go to: **Accounts > Goods and Services Tax (GST India) > GSTR-1**. The GSTR-1 report helps Indian users to file monthly return of outward supplies. This report shows all the sales transactions of the company in Govt specified format. The output of the report is changed based on the selected type of business (B2B, B2C Large, B2C Small, CDNR and Export).  ### 5.2 GSTR-2 (India) Go to: **Accounts > Goods and Services Tax (GST India) > GSTR-2**. The GSTR-2 report helps Indian users to file monthly return of inward supplies. The report gives the details of all inward supplies of goods or services received during a month, in Govt specified format.  ## 6\. Analytics ### 6.1 Item wise Sales and Purchase Register Go to: **Accounts > Analytics > Item-wise Sales Register _or_ Item-wise Purchase Register**. The Item Wise Sales and Purchase Register report shows all the Sales and Purchase transactions for a given period with item rate, quantity, amount and tax details. In this report, taxes has a separate column, so you can easily get individual taxes for each individual item. From this report you can have a look of which items are sold or purchase most.  More detailed analysis can also be done by using the 'Group By' filter which gives sales data for a specific Customer, Supplier, Territory, etc. You can find out which Item is more popular in which region or which Customer is buying which Item more.  ### 6.2 Sales or Purchase Invoice Trends Go to: **Accounts > Analytics > Sales Invoice Trends _or_ Purchase Invoice Trends**. Another very useful report is invoice trends, From this report you can easily get the trending items on monthly, quaterly, half yearly or yearly basis. You will get the idea of sales and purchase both in quantity and amount.  ## 7\. To Bill * **Ordered Items To Be Billed:** The report shows the items which has been ordered by customers, against which Sales Invoice has not been created / partially been created. * **Delivered Items To Be Billed:** The items which has been delivered to the customers, but Sales Invoice has not been created / partially been created. * **Purchase Order Items To Be Billed:** The report shows the items which has been ordered from the suppliers, but Purchase Invoice has not been created / partially been created. * **Received Items To Be Billed:** The items which has been received from the suppliers, but Purchase Invoice has not been created / partially been created. ## 8\. Other Reports ### 8.1 Party Wise Trial Balance Go to: **Accounts > Other Reports > Trial Balance for Party**. Usually you might need to see the trial balance for your customesrs and suppliers. You can easily get for all of your customers or suppliers and also for individual.  ### 8.2 Customer Credit Balance The report shows the credit limit, outstanding and credit balance for each customer.  Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Accounts Receivable and Payable

https://docs.erpnext.com/docs/user/manual/en/accounts-receivable-and-payable

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Accounts Receivable and Payable</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>In ERPNext's accounting module, accounts receivable and payable play crucial roles in managing a company's finances.</p><p>Accounts receivable tracks the money owed to the company by its customers for goods or services provided on credit. This feature helps streamline invoicing, payment tracking, and ultimately, cash flow management.</p><p>Accounts payable monitors the money owed by the company to its suppliers or vendors. It facilitates the management of bills, outgoing payments, and ensures timely settlement to maintain healthy vendor relationships.</p><p>Both accounts receivable and payable modules in ERPNext provide real-time visibility into financial transactions supporting effective decision-making and monitoring of overall financial health of the organisation.</p><ul><li><p><a href="docs/user/manual/en/purchase-invoice" rel="noopener noreferrer nofollow" target="_blank">Purchase Invoice</a></p></li><li><p><a href="docs/user/manual/en/item-creation-not-required-in-purchase-invoice" rel="noopener noreferrer nofollow" target="_blank">Purchase Invoice for Services</a></p></li><li><p><a href="docs/user/manual/en/debit-note" rel="noopener noreferrer nofollow" target="_blank">Debit Note</a></p></li><li><p><a href="docs/user/manual/en/sales-invoice" rel="noopener noreferrer nofollow" target="_blank">Sales Invoice</a></p></li><li><p><a href="docs/user/manual/en/credit-note" rel="noopener noreferrer nofollow" target="_blank">Credit Note</a></p></li><li><p><a href="docs/user/manual/en/common_party_accounting" rel="noopener noreferrer nofollow" target="_blank">Common Party Accounting</a></p></li><li><p><a href="docs/user/manual/en/payment-request" rel="noopener noreferrer nofollow" target="_blank">Payment Request</a></p></li><li><p><a href="docs/user/manual/en/payment-entry" rel="noopener noreferrer nofollow" target="_blank">Payment Entry</a></p></li><li><p><a href="docs/user/manual/en/payment-order" rel="noopener noreferrer nofollow" target="_blank">Payment Order</a></p></li><li><p><a href="docs/user/manual/en/payment_ledger" rel="noopener noreferrer nofollow" target="_blank">Payment Ledger</a></p></li><li><p><a href="docs/user/manual/en/advance-payment-entry" rel="noopener noreferrer nofollow" target="_blank">Advance Payment Entry</a></p></li><li><p><a href="docs/user/manual/en/dunning" rel="noopener noreferrer nofollow" target="_blank">Dunning</a></p></li><li><p><a href="docs/user/manual/en/payment-reconciliation" rel="noopener noreferrer nofollow" target="_blank">Payment Reconciliation</a></p></li><li><p><a href="docs/user/manual/en/semi-auto-payment-reconciliation" rel="noopener noreferrer nofollow" target="_blank">Semi Auto Payment Reconciliation</a></p></li><li><p>Payment Gateway Account</p></li></ul></div> </div> <input value="t8htemrr41" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Accounts Receivable and Payable</h5> <span class="small text-muted revision-time">pushkar edited 1 week ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>In ERPNext's accounting module, accounts receivable and payable play crucial roles in managing a company's finances.</p><p>Accounts receivable tracks the money owed to the company by its customers for goods or services provided on credit. This feature helps streamline invoicing, payment tracking, and ultimately, cash flow management.</p><p>Accounts payable monitors the money owed by the company to its suppliers or vendors. It facilitates the management of bills, outgoing payments, and ensures timely settlement to maintain healthy vendor relationships.</p><p>Both accounts receivable and payable modules in ERPNext provide real-time visibility into financial transactions supporting effective decision-making and monitoring of overall financial health of the organisation.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/purchase-invoice">Purchase Invoice</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/item-creation-not-required-in-purchase-invoice">Purchase Invoice for Services</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/debit-note">Debit Note</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/sales-invoice">Sales Invoice</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/credit-note">Credit Note</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/payment-request">Payment Request</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/payment-entry">Payment Entry</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/payment-order">Payment Order</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/payment_ledger">Payment Ledger</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/advance-payment-entry">Advance Payment Entry</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/dunning">Dunning</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/payment-reconciliation">Payment Reconciliation</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/semi-auto-payment-reconciliation">Semi Auto Payment Reconciliation</a></p></li><li><p>Payment Gateway Account</p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/accounts-receivable-and-payable" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Accounts Receivable and Payable In ERPNext's accounting module, accounts receivable and payable play crucial roles in managing a company's finances. Accounts receivable tracks the money owed to the company by its customers for goods or services provided on credit. This feature helps streamline invoicing, payment tracking, and ultimately, cash flow management. Accounts payable monitors the money owed by the company to its suppliers or vendors. It facilitates the management of bills, outgoing payments, and ensures timely settlement to maintain healthy vendor relationships. Both accounts receivable and payable modules in ERPNext provide real-time visibility into financial transactions supporting effective decision-making and monitoring of overall financial health of the organisation. Purchase Invoice Purchase Invoice for Services Debit Note Sales Invoice Credit Note Common Party Accounting Payment Request Payment Entry Payment Order Payment Ledger Advance Payment Entry Dunning Payment Reconciliation Semi Auto Payment Reconciliation Payment Gateway Account

# Accounts Receivable and Payable Edit Page New Page Revisions Page Settings In ERPNext's accounting module, accounts receivable and payable play crucial roles in managing a company's finances. Accounts receivable tracks the money owed to the company by its customers for goods or services provided on credit. This feature helps streamline invoicing, payment tracking, and ultimately, cash flow management. Accounts payable monitors the money owed by the company to its suppliers or vendors. It facilitates the management of bills, outgoing payments, and ensures timely settlement to maintain healthy vendor relationships. Both accounts receivable and payable modules in ERPNext provide real-time visibility into financial transactions supporting effective decision-making and monitoring of overall financial health of the organisation. * [Purchase Invoice](docs/user/manual/en/purchase-invoice) * [Purchase Invoice for Services](docs/user/manual/en/item-creation-not-required-in-purchase-invoice) * [Debit Note](docs/user/manual/en/debit-note) * [Sales Invoice](docs/user/manual/en/sales-invoice) * [Credit Note](docs/user/manual/en/credit-note) * [Common Party Accounting](docs/user/manual/en/common_party_accounting) * [Payment Request](docs/user/manual/en/payment-request) * [Payment Entry](docs/user/manual/en/payment-entry) * [Payment Order](docs/user/manual/en/payment-order) * [Payment Ledger](docs/user/manual/en/payment_ledger) * [Advance Payment Entry](docs/user/manual/en/advance-payment-entry) * [Dunning](docs/user/manual/en/dunning) * [Payment Reconciliation](docs/user/manual/en/payment-reconciliation) * [Semi Auto Payment Reconciliation](docs/user/manual/en/semi-auto-payment-reconciliation) * Payment Gateway Account ##### Accounts Receivable and Payable pushkar edited 1 week ago × In ERPNext's accounting module, accounts receivable and payable play crucial roles in managing a company's finances. Accounts receivable tracks the money owed to the company by its customers for goods or services provided on credit. This feature helps streamline invoicing, payment tracking, and ultimately, cash flow management. Accounts payable monitors the money owed by the company to its suppliers or vendors. It facilitates the management of bills, outgoing payments, and ensures timely settlement to maintain healthy vendor relationships. Both accounts receivable and payable modules in ERPNext provide real-time visibility into financial transactions supporting effective decision-making and monitoring of overall financial health of the organisation. * [Purchase Invoice](docs/user/manual/en/purchase-invoice) * [Purchase Invoice for Services](docs/user/manual/en/item-creation-not-required-in-purchase-invoice) * [Debit Note](docs/user/manual/en/debit-note) * [Sales Invoice](docs/user/manual/en/sales-invoice) * [Credit Note](docs/user/manual/en/credit-note) * [Payment Request](docs/user/manual/en/payment-request) * [Payment Entry](docs/user/manual/en/payment-entry) * [Payment Order](docs/user/manual/en/payment-order) * [Payment Ledger](docs/user/manual/en/payment_ledger) * [Advance Payment Entry](docs/user/manual/en/advance-payment-entry) * [Dunning](docs/user/manual/en/dunning) * [Payment Reconciliation](docs/user/manual/en/payment-reconciliation) * [Semi Auto Payment Reconciliation](docs/user/manual/en/semi-auto-payment-reconciliation) * Payment Gateway Account Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Cost Center and Budgeting

https://docs.erpnext.com/docs/user/manual/en/cost-center-and-budgeting

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Cost Center and Budgeting</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>In ERPNext, cost centers are crucial for budgeting and financial management. They represent distinct areas or departments within a company where costs are incurred and tracked. By associating expenses with specific cost centers, ERPNext provides a granular view of spending patterns and helps in analyzing budget performance.</p><p>Budgeting in ERPNext involves setting financial goals for each cost center based on historical data and projected expenses. This allows businesses to monitor their financial health, identify areas for improvement, and make informed decisions to achieve their financial objectives effectively.</p><ul><li><p><a href="docs/user/manual/en/accounting-dimensions" rel="noopener noreferrer nofollow" target="_blank">Accounting Dimensions</a></p></li><li><p><a href="docs/v14/user/manual/en/accounts/cost-center" rel="noopener noreferrer nofollow" target="_blank">Cost Centre</a></p></li><li><p><a href="docs/user/manual/en/cost_center_allocation" rel="noopener noreferrer nofollow" target="_blank">Cost Centre Allocation</a></p></li><li><p><a href="docs/v14/user/manual/en/accounts/distributed-cost-center" rel="noopener noreferrer nofollow" target="_blank">Distributed Cost Center</a></p></li><li><p><a href="docs/user/manual/en/budgeting" rel="noopener noreferrer nofollow" target="_blank">Budgeting</a></p></li><li><p>Monthly Distribution</p></li></ul></div> </div> <input value="sv6qesre77" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Cost Center and Budgeting</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div><p>In ERPNext, cost centers are crucial for budgeting and financial management. They represent distinct areas or departments within a company where costs are incurred and tracked. By associating expenses with specific cost centers, ERPNext provides a granular view of spending patterns and helps in analyzing budget performance.</p><p> Budgeting in ERPNext involves setting financial goals for each cost center based on historical data and projected expenses. This allows businesses to monitor their financial health, identify areas for improvement, and make informed decisions to achieve their financial objectives effectively.</p><ul><li><p><a href="docs/v14/user/manual/en/accounts/cost-center" rel="noopener noreferrer nofollow" target="_blank">Cost Centre</a></p></li><li><p><a href="docs/user/manual/en/cost_center_allocation" rel="noopener noreferrer nofollow" target="_blank">Cost Centre Allocation</a></p></li><li><p><a href="docs/v14/user/manual/en/accounts/distributed-cost-center" rel="noopener noreferrer nofollow" target="_blank">Distributed Cost Center</a></p></li><li><p><a href="docs/user/manual/en/budgeting" rel="noopener noreferrer nofollow" target="_blank">Budgeting</a></p></li><li><p>Monthly Distribution</p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/cost-center-and-budgeting" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Cost Center and Budgeting In ERPNext, cost centers are crucial for budgeting and financial management. They represent distinct areas or departments within a company where costs are incurred and tracked. By associating expenses with specific cost centers, ERPNext provides a granular view of spending patterns and helps in analyzing budget performance. Budgeting in ERPNext involves setting financial goals for each cost center based on historical data and projected expenses. This allows businesses to monitor their financial health, identify areas for improvement, and make informed decisions to achieve their financial objectives effectively. Accounting Dimensions Cost Centre Cost Centre Allocation Distributed Cost Center Budgeting Monthly Distribution

# Cost Center and Budgeting Edit Page New Page Revisions Page Settings In ERPNext, cost centers are crucial for budgeting and financial management. They represent distinct areas or departments within a company where costs are incurred and tracked. By associating expenses with specific cost centers, ERPNext provides a granular view of spending patterns and helps in analyzing budget performance. Budgeting in ERPNext involves setting financial goals for each cost center based on historical data and projected expenses. This allows businesses to monitor their financial health, identify areas for improvement, and make informed decisions to achieve their financial objectives effectively. * [Accounting Dimensions](docs/user/manual/en/accounting-dimensions) * [Cost Centre](docs/v14/user/manual/en/accounts/cost-center) * [Cost Centre Allocation](docs/user/manual/en/cost_center_allocation) * [Distributed Cost Center](docs/v14/user/manual/en/accounts/distributed-cost-center) * [Budgeting](docs/user/manual/en/budgeting) * Monthly Distribution ##### Cost Center and Budgeting pushkar edited 2 weeks ago × In ERPNext, cost centers are crucial for budgeting and financial management. They represent distinct areas or departments within a company where costs are incurred and tracked. By associating expenses with specific cost centers, ERPNext provides a granular view of spending patterns and helps in analyzing budget performance. Budgeting in ERPNext involves setting financial goals for each cost center based on historical data and projected expenses. This allows businesses to monitor their financial health, identify areas for improvement, and make informed decisions to achieve their financial objectives effectively. * [Cost Centre](docs/v14/user/manual/en/accounts/cost-center) * [Cost Centre Allocation](docs/user/manual/en/cost_center_allocation) * [Distributed Cost Center](docs/v14/user/manual/en/accounts/distributed-cost-center) * [Budgeting](docs/user/manual/en/budgeting) * Monthly Distribution Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Multi Currency Setup

https://docs.erpnext.com/docs/user/manual/en/multi-currency-setup

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Multi Currency Setup</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Multi-currency functionality in ERPNext simplifies managing transactions in different currencies.</p><p>It allows users to set up multiple currencies, record transactions in their respective currencies, and automatically convert values based on current exchange rates. This feature is important for businesses operating internationally which ensures accurate financial reporting and analysis across diverse currency range.</p><ul><li><p><a href="docs/user/manual/en/multi-currency-accounting" rel="noopener noreferrer nofollow" target="_blank">Multi Currency Accounting</a></p></li><li><p><a href="docs/user/manual/en/currency-exchange" rel="noopener noreferrer nofollow" target="_blank">Currency Exchange</a></p></li><li><p><a href="docs/user/manual/en/exchange-rate-revaluation" rel="noopener noreferrer nofollow" target="_blank">Exchange Rate Revaluation</a></p></li><li><p><a href="docs/user/manual/en/manage-foreign-exchange-difference" rel="noopener noreferrer nofollow" target="_blank">Manage Foreign Currency Difference</a></p></li><li><p><a href="docs/user/manual/en/currency-exchange-settings" rel="noopener noreferrer nofollow" target="_blank">Currency Exchange Settings</a></p></li></ul></div> </div> <input value="63qhpf998q" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Multi Currency Setup</h5> <span class="small text-muted revision-time">pushkar edited 1 week ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>Multi-currency functionality in ERPNext simplifies managing transactions in different currencies.</p><p>It allows users to set up multiple currencies, record transactions in their respective currencies, and automatically convert values based on current exchange rates. This feature is important for businesses operating internationally which ensures accurate financial reporting and analysis across diverse currency range.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/multi-currency-accounting">Multi Currency Accounting</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/currency-exchange">Currency Exchange</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/exchange-rate-revaluation">Exchange Rate Revaluation</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/currency-exchange-settings">Currency Exchange Settings</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/multi-currency-setup" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Multi Currency Setup Multi-currency functionality in ERPNext simplifies managing transactions in different currencies. It allows users to set up multiple currencies, record transactions in their respective currencies, and automatically convert values based on current exchange rates. This feature is important for businesses operating internationally which ensures accurate financial reporting and analysis across diverse currency range. Multi Currency Accounting Currency Exchange Exchange Rate Revaluation Manage Foreign Currency Difference Currency Exchange Settings

# Multi Currency Setup Edit Page New Page Revisions Page Settings Multi-currency functionality in ERPNext simplifies managing transactions in different currencies. It allows users to set up multiple currencies, record transactions in their respective currencies, and automatically convert values based on current exchange rates. This feature is important for businesses operating internationally which ensures accurate financial reporting and analysis across diverse currency range. * [Multi Currency Accounting](docs/user/manual/en/multi-currency-accounting) * [Currency Exchange](docs/user/manual/en/currency-exchange) * [Exchange Rate Revaluation](docs/user/manual/en/exchange-rate-revaluation) * [Manage Foreign Currency Difference](docs/user/manual/en/manage-foreign-exchange-difference) * [Currency Exchange Settings](docs/user/manual/en/currency-exchange-settings) ##### Multi Currency Setup pushkar edited 1 week ago × Multi-currency functionality in ERPNext simplifies managing transactions in different currencies. It allows users to set up multiple currencies, record transactions in their respective currencies, and automatically convert values based on current exchange rates. This feature is important for businesses operating internationally which ensures accurate financial reporting and analysis across diverse currency range. * [Multi Currency Accounting](docs/user/manual/en/multi-currency-accounting) * [Currency Exchange](docs/user/manual/en/currency-exchange) * [Exchange Rate Revaluation](docs/user/manual/en/exchange-rate-revaluation) * [Currency Exchange Settings](docs/user/manual/en/currency-exchange-settings) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Deferred Accounting

https://docs.erpnext.com/docs/user/manual/en/deferred-accounting

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Deferred Accounting</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Deferred accounting in ERPNext refers to the practice of recognising revenues or expenses at a later date than when the actual transaction occurs. This accounting method is often used for items such as prepaid expenses, unearned revenues, and deferred tax assets or liabilities. In ERPNext, deferred accounting is handled through specific modules or functionalities that allow users to record and manage these deferred items accurately.</p><ul><li><p><a href="docs/user/manual/en/deferred-revenue" rel="noopener noreferrer nofollow" target="_blank">Deferred Revenue</a></p></li><li><p><a href="docs/user/manual/en/deferred-expense" rel="noopener noreferrer nofollow" target="_blank">Deferred Expense</a></p></li><li><p><a href="docs/user/manual/en/process-deferred-accounting" rel="noopener noreferrer nofollow" target="_blank">Process deferred Accounting</a></p></li><li><p><a href="docs/user/manual/en/expense_report" rel="noopener noreferrer nofollow" target="_blank">Deferred Revenue / Expense Report</a></p></li></ul></div> </div> <input value="5td164tior" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Deferred Accounting</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div><p><br class="ProseMirror-trailingBreak"></p><p>.</p></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/deferred-accounting" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Deferred Accounting Deferred accounting in ERPNext refers to the practice of recognising revenues or expenses at a later date than when the actual transaction occurs. This accounting method is often used for items such as prepaid expenses, unearned revenues, and deferred tax assets or liabilities. In ERPNext, deferred accounting is handled through specific modules or functionalities that allow users to record and manage these deferred items accurately. Deferred Revenue Deferred Expense Process deferred Accounting Deferred Revenue / Expense Report

# Deferred Accounting Edit Page New Page Revisions Page Settings Deferred accounting in ERPNext refers to the practice of recognising revenues or expenses at a later date than when the actual transaction occurs. This accounting method is often used for items such as prepaid expenses, unearned revenues, and deferred tax assets or liabilities. In ERPNext, deferred accounting is handled through specific modules or functionalities that allow users to record and manage these deferred items accurately. * [Deferred Revenue](docs/user/manual/en/deferred-revenue) * [Deferred Expense](docs/user/manual/en/deferred-expense) * [Process deferred Accounting](docs/user/manual/en/process-deferred-accounting) * [Deferred Revenue / Expense Report](docs/user/manual/en/expense_report) ##### Deferred Accounting pushkar edited 2 weeks ago × . Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Banking

https://docs.erpnext.com/docs/user/manual/en/banking-in-erpnext

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Banking</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>In ERPNext's accounting module, the banking section is a vital component that facilitates the management data specific to bank accounts. It provides a centralized platform to handle various banking activities seamlessly. Users can create and manage multiple bank accounts, record transactions such as deposits, withdrawals, and transfers, and reconcile bank statements to ensure accurate financial records.</p><ul><li><p><a href="docs/user/manual/en/bank" rel="noopener noreferrer nofollow" target="_blank">Bank</a></p></li><li><p><a href="docs/user/manual/en/bank-account" rel="noopener noreferrer nofollow" target="_blank">Bank Account</a></p></li><li><p>Bank Clearance</p></li><li><p><a href="docs/v12/user/manual/en/accounts/bank-transaction" rel="noopener noreferrer nofollow" target="_blank">Bank Transaction</a></p></li><li><p>Bank Reconcilliation Tool</p></li><li><p><a href="docs/user/manual/en/bank-reconciliation" rel="noopener noreferrer nofollow" target="_blank">Bank Reconciliation</a></p></li><li><p><a href="docs/user/manual/en/bank-guarantee" rel="noopener noreferrer nofollow" target="_blank">Bank Guarantee</a></p></li><li><p>Bank Reconcilliation Statement</p></li><li><p><a href="docs/user/manual/en/invoice_discounting" rel="noopener noreferrer nofollow" target="_blank">Invoice Discounting</a></p></li></ul></div> </div> <input value="6a3dd7bl0t" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Banking</h5> <span class="small text-muted revision-time">pushkar edited 1 week ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>In ERPNext's accounting module, the banking section is a vital component that facilitates the management data specific to bank accounts. It provides a centralized platform to handle various banking activities seamlessly. Users can create and manage multiple bank accounts, record transactions such as deposits, withdrawals, and transfers, and reconcile bank statements to ensure accurate financial records.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/bank">Bank</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/bank-account">Bank Account</a></p></li><li><p>Bank Clearance</p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/v12/user/manual/en/accounts/bank-transaction">Bank Transaction</a></p></li><li><p>Bank Reconcilliation Tool</p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/bank-reconciliation">Bank Reconciliation</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/bank-guarantee">Bank Guarantee</a></p></li><li><p>Bank Reconcilliation Statement</p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/banking-in-erpnext" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Banking In ERPNext's accounting module, the banking section is a vital component that facilitates the management data specific to bank accounts. It provides a centralized platform to handle various banking activities seamlessly. Users can create and manage multiple bank accounts, record transactions such as deposits, withdrawals, and transfers, and reconcile bank statements to ensure accurate financial records. Bank Bank Account Bank Clearance Bank Transaction Bank Reconcilliation Tool Bank Reconciliation Bank Guarantee Bank Reconcilliation Statement Invoice Discounting

# Banking Edit Page New Page Revisions Page Settings In ERPNext's accounting module, the banking section is a vital component that facilitates the management data specific to bank accounts. It provides a centralized platform to handle various banking activities seamlessly. Users can create and manage multiple bank accounts, record transactions such as deposits, withdrawals, and transfers, and reconcile bank statements to ensure accurate financial records. * [Bank](docs/user/manual/en/bank) * [Bank Account](docs/user/manual/en/bank-account) * Bank Clearance * [Bank Transaction](docs/v12/user/manual/en/accounts/bank-transaction) * Bank Reconcilliation Tool * [Bank Reconciliation](docs/user/manual/en/bank-reconciliation) * [Bank Guarantee](docs/user/manual/en/bank-guarantee) * Bank Reconcilliation Statement * [Invoice Discounting](docs/user/manual/en/invoice_discounting) ##### Banking pushkar edited 1 week ago × In ERPNext's accounting module, the banking section is a vital component that facilitates the management data specific to bank accounts. It provides a centralized platform to handle various banking activities seamlessly. Users can create and manage multiple bank accounts, record transactions such as deposits, withdrawals, and transfers, and reconcile bank statements to ensure accurate financial records. * [Bank](docs/user/manual/en/bank) * [Bank Account](docs/user/manual/en/bank-account) * Bank Clearance * [Bank Transaction](docs/v12/user/manual/en/accounts/bank-transaction) * Bank Reconcilliation Tool * [Bank Reconciliation](docs/user/manual/en/bank-reconciliation) * [Bank Guarantee](docs/user/manual/en/bank-guarantee) * Bank Reconcilliation Statement Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Subscription Management

https://docs.erpnext.com/docs/user/manual/en/subscription-management

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Subscription Management</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Subscription management in ERPNext streamlines the handling of recurring revenue streams by enabling businesses to effortlessly create, manage, and monitor subscription plans. </p><p>This comprehensive solution automates processes from signup to renewal, ensuring accurate billing and payment tracking. With integrated accounting modules, ERPNext simplifies revenue recognition and offers insightful reporting for optimizing subscription offerings.</p><ul><li><p><a href="docs/user/manual/en/subscription-plan" rel="noopener noreferrer nofollow" target="_blank">Subscription Plan</a></p></li><li><p><a href="docs/user/manual/en/subscription" rel="noopener noreferrer nofollow" target="_blank">Subscription </a></p></li><li><p><a href="docs/user/manual/en/update-subscription-payment-method" rel="noopener noreferrer nofollow" target="_blank">Update Subscription Payment Method</a></p></li><li><p><a href="docs/user/manual/en/how-to-upgrade-subscription-plan-and-buy-add-ons" rel="noopener noreferrer nofollow" target="_blank">Update Subscription Plan and Buy Add On</a></p></li><li><p><a href="docs/user/manual/en/subscription-settings" rel="noopener noreferrer nofollow" target="_blank">Subscription Settings</a></p></li></ul></div> </div> <input value="70leublu0b" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Subscription Management</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div><p><br class="ProseMirror-trailingBreak"></p><p>.</p></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/subscription-management" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Subscription Management Subscription management in ERPNext streamlines the handling of recurring revenue streams by enabling businesses to effortlessly create, manage, and monitor subscription plans. This comprehensive solution automates processes from signup to renewal, ensuring accurate billing and payment tracking. With integrated accounting modules, ERPNext simplifies revenue recognition and offers insightful reporting for optimizing subscription offerings. Subscription Plan Subscription Update Subscription Payment Method Update Subscription Plan and Buy Add On Subscription Settings

# Subscription Management Edit Page New Page Revisions Page Settings Subscription management in ERPNext streamlines the handling of recurring revenue streams by enabling businesses to effortlessly create, manage, and monitor subscription plans. This comprehensive solution automates processes from signup to renewal, ensuring accurate billing and payment tracking. With integrated accounting modules, ERPNext simplifies revenue recognition and offers insightful reporting for optimizing subscription offerings. * [Subscription Plan](docs/user/manual/en/subscription-plan) * [Subscription ](docs/user/manual/en/subscription) * [Update Subscription Payment Method](docs/user/manual/en/update-subscription-payment-method) * [Update Subscription Plan and Buy Add On](docs/user/manual/en/how-to-upgrade-subscription-plan-and-buy-add-ons) * [Subscription Settings](docs/user/manual/en/subscription-settings) ##### Subscription Management pushkar edited 2 weeks ago × . Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Shareholder Management

https://docs.erpnext.com/docs/user/manual/en/shareholder-management

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Shareholder Management</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Shareholder management in ERPNext encompasses various functionalities aimed at effectively managing relationships with shareholders and maintaining accurate records.</p><ul><li><p><a href="docs/user/manual/en/shareholder" rel="noopener noreferrer nofollow" target="_blank">Shareholder</a></p></li><li><p><a href="docs/user/manual/en/share-transfer" rel="noopener noreferrer nofollow" target="_blank">Share Transfer</a></p></li><li><p><a href="docs/user/manual/en/share-reports" rel="noopener noreferrer nofollow" target="_blank">Share Report</a></p></li></ul></div> </div> <input value="5pfact540o" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Shareholder Management</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div><p><br class="ProseMirror-trailingBreak"></p><p>.</p></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/shareholder-management" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Shareholder Management Shareholder management in ERPNext encompasses various functionalities aimed at effectively managing relationships with shareholders and maintaining accurate records. Shareholder Share Transfer Share Report

# Shareholder Management Edit Page New Page Revisions Page Settings Shareholder management in ERPNext encompasses various functionalities aimed at effectively managing relationships with shareholders and maintaining accurate records. * [Shareholder](docs/user/manual/en/shareholder) * [Share Transfer](docs/user/manual/en/share-transfer) * [Share Report](docs/user/manual/en/share-reports) ##### Shareholder Management pushkar edited 2 weeks ago × . Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Buying

https://docs.erpnext.com/docs/v13/user/manual/en/buying

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Buying </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p>If your business involves physical goods, buying is one of your core business activities. Your suppliers are as important as your customers and they must be provided with accurate information.</p> <p>Buying the right quantities in right amounts can affect your cash flow and profitability positively. ERPNext contains a set of transactions that will make your buying process as efficient and seamless as possible.</p> <h2 id="video-tutorials">Video Tutorials</h2> <h3 id="1-purchase">1 Purchase</h3> <ol> <li><a href="https://frappe.school/courses/procurement">Frappe School Course on Buying Module</a></li> <li><a href="/docs/v13/user/videos/learn/purchase-cycle">Purchase Cycle</a></li> <li><a href="/docs/v13/user/videos/learn/customer-and-supplier">Supplier</a></li> <li><a href="/docs/v13/user/videos/learn/material-request.html">Material Request to Purchase Order</a></li> </ol> <h3 id="2-pricing">2 Pricing</h3> <ol> <li><a href="/docs/v13/user/videos/learn/request-for-quotation">Request for Quotation</a></li> <li><a href="/docs/v13/user/videos/learn/pricing-rule">Pricing Rule</a></li> </ol> <h3 id="3-other">3 Other</h3> <ol> <li><a href="/docs/v13/user/videos/learn/discounts">Discounts</a></li> <li><a href="/docs/v13/user/videos/learn/taxes">Taxes</a></li> </ol> </div> <input value="docs/v13/user/manual/en/buying" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Buying </h5> <span class="small text-muted revision-time">palkan edited 2 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p>If your business involves physical goods, buying is one of your core business activities. Your suppliers are as important as your customers and they must be provided with accurate information.</p> <p>Buying the right quantities in right amounts can affect your cash flow and profitability positively. ERPNext contains a set of transactions that will make your buying process as efficient and seamless as possible.</p> <h2 id="1-topics">1. Topics</h2> <h3 id="11-purchase-cycle">1.1 Purchase Cycle</h3> <ol> <li><a href="/docs/v13/user/manual/en/buying/request-for-quotation">Request For Quotation</a></li> <li><a href="/docs/v13/user/manual/en/buying/purchase-order">Purchase Order</a></li> <li><a href="/docs/v13/user/manual/en/buying/purchase-taxes-and-charges-template">Purchase Taxes and Charges Template</a></li> </ol> <h3 id="12-supplier">1.2 Supplier</h3> <ol> <li><a href="/docs/v13/user/manual/en/buying/supplier">Supplier</a></li> <li><a href="/docs/v13/user/manual/en/buying/supplier-quotation">Supplier Quotation</a></li> <li><a href="/docs/v13/user/manual/en/buying/supplier-scorecard">Supplier Scorecard</a></li> </ol> <h3 id="13-setup">1.3 Setup</h3> <ol> <li><a href="/docs/v13/user/manual/en/buying/buying-settings">Buying Settings</a></li> <li><a href="/docs/v13/user/manual/en/buying/supplier-group">Supplier Group</a></li> </ol> <h2 id="2-articles">2. Articles</h2> <h3 id="21-supplier">2.1 Supplier</h3> <ol> <li><a href="/docs/v13/user/manual/en/buying/articles/maintaining-suppliers-part-no-in-item">Maintaining Supplier's Item Code In the Item Master</a></li> </ol> <h3 id="22-other">2.2 Other</h3> <ol> <li><a href="/docs/v13/user/manual/en/buying/articles/purchasing-in-different-unit">Purchasing In Different Unit</a></li> <li><a href="/docs/v13/user/manual/en/buying/articles/amending-purchase-order-after-submit">Amending Purchase Order After Submit</a></li> <li><a href="/docs/v13/user/manual/en/buying/articles/procurement-tracker-report">Procurement Tracker Report</a></li> </ol> <h2 id="3-videos">3. Videos</h2> <h3 id="31-purchase">3.1 Purchase</h3> <ol> <li><a href="/docs/v13/user/videos/learn/purchase-cycle">Purchase Cycle</a></li> <li><a href="/docs/v13/user/videos/learn/customer-and-supplier">Supplier</a></li> <li><a href="/docs/v13/user/videos/learn/material-request.html">Material Request to Purchase Order</a></li> </ol> <h3 id="32-pricing">3.2 Pricing</h3> <ol> <li><a href="/docs/v13/user/videos/learn/request-for-quotation">Request for Quotation</a></li> <li><a href="/docs/v13/user/videos/learn/pricing-rule">Pricing Rule</a></li> </ol> <h3 id="33-other">3.3 Other</h3> <ol> <li><a href="/docs/v13/user/videos/learn/discounts">Discounts</a></li> <li><a href="/docs/v13/user/videos/learn/taxes">Taxes</a></li> </ol> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="v13/user/manual/en/buying" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Buying If your business involves physical goods, buying is one of your core business activities. Your suppliers are as important as your customers and they must be provided with accurate information. Buying the right quantities in right amounts can affect your cash flow and profitability positively. ERPNext contains a set of transactions that will make your buying process as efficient and seamless as possible. Video Tutorials 1 Purchase Frappe School Course on Buying Module Purchase Cycle Supplier Material Request to Purchase Order 2 Pricing Request for Quotation Pricing Rule 3 Other Discounts Taxes

# Buying Edit Page New Page Revisions Page Settings If your business involves physical goods, buying is one of your core business activities. Your suppliers are as important as your customers and they must be provided with accurate information. Buying the right quantities in right amounts can affect your cash flow and profitability positively. ERPNext contains a set of transactions that will make your buying process as efficient and seamless as possible. ## Video Tutorials ### 1 Purchase 1. [Frappe School Course on Buying Module](https://frappe.school/courses/procurement) 2. [Purchase Cycle](/docs/v13/user/videos/learn/purchase-cycle) 3. [Supplier](/docs/v13/user/videos/learn/customer-and-supplier) 4. [Material Request to Purchase Order](/docs/v13/user/videos/learn/material-request.html) ### 2 Pricing 1. [Request for Quotation](/docs/v13/user/videos/learn/request-for-quotation) 2. [Pricing Rule](/docs/v13/user/videos/learn/pricing-rule) ### 3 Other 1. [Discounts](/docs/v13/user/videos/learn/discounts) 2. [Taxes](/docs/v13/user/videos/learn/taxes) ##### Buying palkan edited 2 years ago × If your business involves physical goods, buying is one of your core business activities. Your suppliers are as important as your customers and they must be provided with accurate information. Buying the right quantities in right amounts can affect your cash flow and profitability positively. ERPNext contains a set of transactions that will make your buying process as efficient and seamless as possible. ## 1\. Topics ### 1.1 Purchase Cycle 1. [Request For Quotation](/docs/v13/user/manual/en/buying/request-for-quotation) 2. [Purchase Order](/docs/v13/user/manual/en/buying/purchase-order) 3. [Purchase Taxes and Charges Template](/docs/v13/user/manual/en/buying/purchase-taxes-and-charges-template) ### 1.2 Supplier 1. [Supplier](/docs/v13/user/manual/en/buying/supplier) 2. [Supplier Quotation](/docs/v13/user/manual/en/buying/supplier-quotation) 3. [Supplier Scorecard](/docs/v13/user/manual/en/buying/supplier-scorecard) ### 1.3 Setup 1. [Buying Settings](/docs/v13/user/manual/en/buying/buying-settings) 2. [Supplier Group](/docs/v13/user/manual/en/buying/supplier-group) ## 2\. Articles ### 2.1 Supplier 1. [Maintaining Supplier's Item Code In the Item Master](/docs/v13/user/manual/en/buying/articles/maintaining-suppliers-part-no-in-item) ### 2.2 Other 1. [Purchasing In Different Unit](/docs/v13/user/manual/en/buying/articles/purchasing-in-different-unit) 2. [Amending Purchase Order After Submit](/docs/v13/user/manual/en/buying/articles/amending-purchase-order-after-submit) 3. [Procurement Tracker Report](/docs/v13/user/manual/en/buying/articles/procurement-tracker-report) ## 3\. Videos ### 3.1 Purchase 1. [Purchase Cycle](/docs/v13/user/videos/learn/purchase-cycle) 2. [Supplier](/docs/v13/user/videos/learn/customer-and-supplier) 3. [Material Request to Purchase Order](/docs/v13/user/videos/learn/material-request.html) ### 3.2 Pricing 1. [Request for Quotation](/docs/v13/user/videos/learn/request-for-quotation) 2. [Pricing Rule](/docs/v13/user/videos/learn/pricing-rule) ### 3.3 Other 1. [Discounts](/docs/v13/user/videos/learn/discounts) 2. [Taxes](/docs/v13/user/videos/learn/taxes) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Supplier Essentials

https://docs.erpnext.com/docs/user/manual/en/supplier-essentials

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Supplier Essentials</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>In ERPNext, supplier doctypes refer to the types of documents or records associated with managing suppliers within the system. By utilizing supplier doctypes effectively, businesses can streamline their supplier management processes, maintain accurate records, and ensure timely and efficient procurement operations.</p><ul><li><p><a href="docs/user/manual/en/supplier-group" rel="noopener noreferrer nofollow" target="_blank">Supplier Group</a></p></li><li><p><a href="docs/user/manual/en/supplier" rel="noopener noreferrer nofollow" target="_blank">Supplier</a></p></li></ul></div> </div> <input value="922lt96dml" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Supplier Essentials</h5> <span class="small text-muted revision-time">pushkar edited 1 week ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/supplier-essentials" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Supplier Essentials In ERPNext, supplier doctypes refer to the types of documents or records associated with managing suppliers within the system. By utilizing supplier doctypes effectively, businesses can streamline their supplier management processes, maintain accurate records, and ensure timely and efficient procurement operations. Supplier Group Supplier

# Supplier Essentials Edit Page New Page Revisions Page Settings In ERPNext, supplier doctypes refer to the types of documents or records associated with managing suppliers within the system. By utilizing supplier doctypes effectively, businesses can streamline their supplier management processes, maintain accurate records, and ensure timely and efficient procurement operations. * [Supplier Group](docs/user/manual/en/supplier-group) * [Supplier](docs/user/manual/en/supplier) ##### Supplier Essentials pushkar edited 1 week ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Purchase Transactions

https://docs.erpnext.com/docs/user/manual/en/purchase-transactions

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Purchase Transactions</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Purchase transactions in ERPNext encompass the various activities involved in acquiring goods or services from suppliers.</p><p>These transactions typically include creating purchase orders to specify the items or services needed, receiving goods against these orders to update inventory levels, and processing purchase invoices for payment. Additionally, ERPNext facilitates communication with suppliers, tracks purchase history, and integrates with accounting modules for seamless financial management.</p><ul><li><p><a href="docs/user/manual/en/material-request" rel="noopener noreferrer nofollow" target="_blank">Material Request</a></p></li><li><p><a href="docs/user/manual/en/purchase-order" rel="noopener noreferrer nofollow" target="_blank">Purchase Order</a></p></li><li><p><a href="docs/user/manual/en/purchase-invoice" rel="noopener noreferrer nofollow" target="_blank">Purchase Invoice</a></p></li><li><p><a href="docs/user/manual/en/debit-note" rel="noopener noreferrer nofollow" target="_blank">Debit Note</a></p></li><li><p><a href="docs/user/manual/en/request-for-quotation" rel="noopener noreferrer nofollow" target="_blank">Request for Quotation</a></p></li><li><p><a href="docs/user/manual/en/supplier-quotation" rel="noopener noreferrer nofollow" target="_blank">Supplier Quotation</a></p></li><li><p><a href="docs/user/manual/en/how-to-create-a-supplier-quotation-through-the-supplier-portal" rel="noopener noreferrer nofollow" target="_blank">Supplier Quotation Through Portal</a></p></li><li><p><a href="docs/user/manual/en/purchase-return" rel="noopener noreferrer nofollow" target="_blank">Purchase Return</a></p></li></ul></div> </div> <input value="95t8kh9p0e" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Purchase Transactions</h5> <span class="small text-muted revision-time">pushkar edited 1 week ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>Purchase transactions in ERPNext encompass the various activities involved in acquiring goods or services from suppliers.</p><p>These transactions typically include creating purchase orders to specify the items or services needed, receiving goods against these orders to update inventory levels, and processing purchase invoices for payment. Additionally, ERPNext facilitates communication with suppliers, tracks purchase history, and integrates with accounting modules for seamless financial management.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/material-request">Material Request</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/purchase-order">Purchase Order</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/purchase-invoice">Purchase Invoice</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/request-for-quotation">Request for Quotation</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/supplier-quotation">Supplier Quotation</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/how-to-create-a-supplier-quotation-through-the-supplier-portal">Supplier Quotation Through Portal</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/purchase-return">Purchase Return</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/purchase-transactions" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Purchase Transactions Purchase transactions in ERPNext encompass the various activities involved in acquiring goods or services from suppliers. These transactions typically include creating purchase orders to specify the items or services needed, receiving goods against these orders to update inventory levels, and processing purchase invoices for payment. Additionally, ERPNext facilitates communication with suppliers, tracks purchase history, and integrates with accounting modules for seamless financial management. Material Request Purchase Order Purchase Invoice Debit Note Request for Quotation Supplier Quotation Supplier Quotation Through Portal Purchase Return

# Purchase Transactions Edit Page New Page Revisions Page Settings Purchase transactions in ERPNext encompass the various activities involved in acquiring goods or services from suppliers. These transactions typically include creating purchase orders to specify the items or services needed, receiving goods against these orders to update inventory levels, and processing purchase invoices for payment. Additionally, ERPNext facilitates communication with suppliers, tracks purchase history, and integrates with accounting modules for seamless financial management. * [Material Request](docs/user/manual/en/material-request) * [Purchase Order](docs/user/manual/en/purchase-order) * [Purchase Invoice](docs/user/manual/en/purchase-invoice) * [Debit Note](docs/user/manual/en/debit-note) * [Request for Quotation](docs/user/manual/en/request-for-quotation) * [Supplier Quotation](docs/user/manual/en/supplier-quotation) * [Supplier Quotation Through Portal](docs/user/manual/en/how-to-create-a-supplier-quotation-through-the-supplier-portal) * [Purchase Return](docs/user/manual/en/purchase-return) ##### Purchase Transactions pushkar edited 1 week ago × Purchase transactions in ERPNext encompass the various activities involved in acquiring goods or services from suppliers. These transactions typically include creating purchase orders to specify the items or services needed, receiving goods against these orders to update inventory levels, and processing purchase invoices for payment. Additionally, ERPNext facilitates communication with suppliers, tracks purchase history, and integrates with accounting modules for seamless financial management. * [Material Request](docs/user/manual/en/material-request) * [Purchase Order](docs/user/manual/en/purchase-order) * [Purchase Invoice](docs/user/manual/en/purchase-invoice) * [Request for Quotation](docs/user/manual/en/request-for-quotation) * [Supplier Quotation](docs/user/manual/en/supplier-quotation) * [Supplier Quotation Through Portal](docs/user/manual/en/how-to-create-a-supplier-quotation-through-the-supplier-portal) * [Purchase Return](docs/user/manual/en/purchase-return) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Supplier Scorecard

https://docs.erpnext.com/docs/user/manual/en/supplier-scorecard

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Supplier Scorecard </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p><strong>A Supplier Scorecard is an evaluation tool used to assess the performance of suppliers.</strong></p> <p>Supplier scorecards can be used to keep track of item quality, delivery, and responsiveness of suppliers across long periods of time. This data is typically used to help in purchasing decisions. A Supplier Scorecard is manually created for each supplier.</p> <p>To access Supplier Scorecard, go to: &gt; Home &gt; Buying &gt; Supplier Scorecard &gt; Supplier Scorecard</p> <h2 id="1-prerequisites">1. Prerequisites</h2> <p>Before creating and using a Supplier Scorecard, it is advised that you create the following first:</p> <ul> <li><a href="/docs/v13/user/manual/en/buying/supplier">Supplier</a></li> </ul> <h2 id="1-how-to-create-supplier-scorecard">1. How to create Supplier Scorecard</h2> <ol> <li>Go to the Supplier Scorecard list, click on New.</li> <li>Select a Supplier to score.</li> <li>Select the evaluating period whether weekly, monthly, or yearly.</li> <li>Setup the scoring function (details in next section).</li> <li>A supplier scorecard is created for each supplier individually. Only one supplier scorecard can be created for each supplier. <img alt="Purchase Order" class="screenshot" src="/files/supplier-scorecard.png"></li> </ol> <h2 id="2-features">2. Features</h2> <h3 id="21-scoring-setup">2.1 Scoring Setup</h3> <p>The supplier scorecard consists of a set evaluation periods, during which the performance of a supplier is evaluated. This period can be weekly, monthly or yearly. The current score is calculated from the score of each evaluation period based on the weighting function. The default formula is linearly weighed over the previous 12 scoring periods. <img alt="Purchase Order" class="screenshot" src="/files/supplier-scorecard-weighing.png"> This formula is customizable.</p> <h4 id="supplier-standings">Supplier Standings</h4> <p>The supplier standing is used to quickly sort suppliers based on their performance. These are customizable for each supplier.</p> <p>The scorecard standing of a supplier can also be used to restrict suppliers from being included in Request for Quotations or being issued Purchase Orders. The following screen can be seen on expanding a row in the 'Scoring Standings' table, click on the downward facing arrow. <img alt="Purchase Order" class="screenshot" src="/files/supplier-scorecard-standing.png"></p> <h3 id="22-criteria-setup">2.2 Criteria Setup</h3> <p>A supplier can be evaluated on several individual evaluation criteria, including (but not limited to) quotation response time, delivered item quality, and delivery timeliness. These criteria are weighed to determine the final period score.</p> <p>To create a new Criteria, go to Buying &gt; Supplier Scorecard &gt; Supplier Scorecard Criteria: <img alt="Purchase Order" class="screenshot" src="/files/supplier-scorecard-criteria.png"></p> <p>Note: Criteria weights for a scorecard should add up to 100.</p> <h3 id="23-supplier-scorecard-variables">2.3 Supplier Scorecard Variables</h3> <p>The method for calculating each criteria is determined through the Criteria Formula field, which can use a number of pre-established variables. This can be seen in the preceding screenshot.</p> <p>The value of each of these variables is calculated over the scoring period for each supplier. Examples of such variables include:</p> <ul> <li>The total number of items received from the supplier</li> <li>The total number of accepted items from the supplier</li> <li>The total number of rejected items from the supplier</li> <li>The total number of deliveries from the supplier</li> <li>The total amount (in dollars) received from a supplier</li> </ul> <p><img src="/files/supplier-scorecard-variables.png" alt="Supplier Scorecard variable" class="screenshot"></p> <p>Variables are pre-set, additional variables can be added through server-side customizations. Tick the Custom checkbox if the variable you're creating is for a custom field.</p> <p>The criteria formula should be customized to evaluate the suppliers in each criteria in a way that best fits the company requirements.</p> <h3 id="24-evaluation-formulas">2.4 Evaluation Formulas</h3> <p>The evaluation formula uses the pre-established or custom variables to evaluate an aspect of supplier performance over the scoring period. Formulas can use the following mathematical functions:</p> <ul> <li>addition: +</li> <li>subtraction: -</li> <li>multiplication: *</li> <li>division: /</li> <li>min: min(x,y)</li> <li>max: max(x,y)</li> <li>if/else: (x) if (formula) else (y)</li> <li>less than: &lt;</li> <li>greater than: &gt;</li> <li>variables: {variable_name}</li> </ul> <p>It is crucial that the formula be solvable for all variable values. This is most often an issue if the value resolves to 0. For example:</p> <pre><code>{total_accepted_items} / {total_received_items} </code></pre> <p>This example would resolve to 0 / 0 in periods where there are no received items, and therefore should have a check to protect in this case:</p> <pre><code>({total_accepted_items} / {total_received_items}) if {total_received_items} &amp;gt; 0 else 1. </code></pre> <h3 id="25-evaluating-the-supplier">2.5 Evaluating the Supplier</h3> <p>An evaluation is generated for each Supplier Scorecard Period by clicking the "Generate Missing Scorecard Periods" button. The supplier's current score can be seen, as well as a visual graphic showing the performance of the supplier over time. Any actions against the supplier are also noted here, including warnings when creating RFQs and POs or preventing these features for this supplier altogether.</p> <h3 id="3-related-topics">3. Related Topics</h3> <ol> <li><a href="/docs/v13/user/manual/en/buying/supplier">Supplier</a></li> <li><a href="/docs/v13/user/manual/en/buying/supplier-quotation">Supplier Quotation</a></li> </ol> </div> <input value="a502d52dd0" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Supplier Scorecard </h5> <span class="small text-muted revision-time">Administrator edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/supplier-scorecard" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Supplier Scorecard A Supplier Scorecard is an evaluation tool used to assess the performance of suppliers. Supplier scorecards can be used to keep track of item quality, delivery, and responsiveness of suppliers across long periods of time. This data is typically used to help in purchasing decisions. A Supplier Scorecard is manually created for each supplier. To access Supplier Scorecard, go to: > Home > Buying > Supplier Scorecard > Supplier Scorecard 1. Prerequisites Before creating and using a Supplier Scorecard, it is advised that you create the following first: Supplier 1. How to create Supplier Scorecard Go to the Supplier Scorecard list, click on New. Select a Supplier to score. Select the evaluating period whether weekly, monthly, or yearly. Setup the scoring function (details in next section). A supplier scorecard is created for each supplier individually. Only one supplier scorecard can be created for each supplier. 2. Features 2.1 Scoring Setup The supplier scorecard consists of a set evaluation periods, during which the performance of a supplier is evaluated. This period can be weekly, monthly or yearly. The current score is calculated from the score of each evaluation period based on the weighting function. The default formula is linearly weighed over the previous 12 scoring periods. This formula is customizable. Supplier Standings The supplier standing is used to quickly sort suppliers based on their performance. These are customizable for each supplier. The scorecard standing of a supplier can also be used to restrict suppliers from being included in Request for Quotations or being issued Purchase Orders. The following screen can be seen on expanding a row in the 'Scoring Standings' table, click on the downward facing arrow. 2.2 Criteria Setup A supplier can be evaluated on several individual evaluation criteria, including (but not limited to) quotation response time, delivered item quality, and delivery timeliness. These criteria are weighed to determine the final period score. To create a new Criteria, go to Buying > Supplier Scorecard > Supplier Scorecard Criteria: Note: Criteria weights for a scorecard should add up to 100. 2.3 Supplier Scorecard Variables The method for calculating each criteria is determined through the Criteria Formula field, which can use a number of pre-established variables. This can be seen in the preceding screenshot. The value of each of these variables is calculated over the scoring period for each supplier. Examples of such variables include: The total number of items received from the supplier The total number of accepted items from the supplier The total number of rejected items from the supplier The total number of deliveries from the supplier The total amount (in dollars) received from a supplier Variables are pre-set, additional variables can be added through server-side customizations. Tick the Custom checkbox if the variable you're creating is for a custom field. The criteria formula should be customized to evaluate the suppliers in each criteria in a way that best fits the company requirements. 2.4 Evaluation Formulas The evaluation formula uses the pre-established or custom variables to evaluate an aspect of supplier performance over the scoring period. Formulas can use the following mathematical functions: addition: + subtraction: - multiplication: * division: / min: min(x,y) max: max(x,y) if/else: (x) if (formula) else (y) less than: < greater than: > variables: {variable_name} It is crucial that the formula be solvable for all variable values. This is most often an issue if the value resolves to 0. For example: {total_accepted_items} / {total_received_items} This example would resolve to 0 / 0 in periods where there are no received items, and therefore should have a check to protect in this case: ({total_accepted_items} / {total_received_items}) if {total_received_items} &gt; 0 else 1. 2.5 Evaluating the Supplier An evaluation is generated for each Supplier Scorecard Period by clicking the "Generate Missing Scorecard Periods" button. The supplier's current score can be seen, as well as a visual graphic showing the performance of the supplier over time. Any actions against the supplier are also noted here, including warnings when creating RFQs and POs or preventing these features for this supplier altogether. 3. Related Topics Supplier Supplier Quotation

# Supplier Scorecard Edit Page New Page Revisions Page Settings **A Supplier Scorecard is an evaluation tool used to assess the performance of suppliers.** Supplier scorecards can be used to keep track of item quality, delivery, and responsiveness of suppliers across long periods of time. This data is typically used to help in purchasing decisions. A Supplier Scorecard is manually created for each supplier. To access Supplier Scorecard, go to: > Home > Buying > Supplier Scorecard > Supplier Scorecard ## 1\. Prerequisites Before creating and using a Supplier Scorecard, it is advised that you create the following first: * [Supplier](/docs/v13/user/manual/en/buying/supplier) ## 1\. How to create Supplier Scorecard 1. Go to the Supplier Scorecard list, click on New. 2. Select a Supplier to score. 3. Select the evaluating period whether weekly, monthly, or yearly. 4. Setup the scoring function (details in next section). 5. A supplier scorecard is created for each supplier individually. Only one supplier scorecard can be created for each supplier.  ## 2\. Features ### 2.1 Scoring Setup The supplier scorecard consists of a set evaluation periods, during which the performance of a supplier is evaluated. This period can be weekly, monthly or yearly. The current score is calculated from the score of each evaluation period based on the weighting function. The default formula is linearly weighed over the previous 12 scoring periods.  This formula is customizable. #### Supplier Standings The supplier standing is used to quickly sort suppliers based on their performance. These are customizable for each supplier. The scorecard standing of a supplier can also be used to restrict suppliers from being included in Request for Quotations or being issued Purchase Orders. The following screen can be seen on expanding a row in the 'Scoring Standings' table, click on the downward facing arrow.  ### 2.2 Criteria Setup A supplier can be evaluated on several individual evaluation criteria, including (but not limited to) quotation response time, delivered item quality, and delivery timeliness. These criteria are weighed to determine the final period score. To create a new Criteria, go to Buying > Supplier Scorecard > Supplier Scorecard Criteria:  Note: Criteria weights for a scorecard should add up to 100. ### 2.3 Supplier Scorecard Variables The method for calculating each criteria is determined through the Criteria Formula field, which can use a number of pre-established variables. This can be seen in the preceding screenshot. The value of each of these variables is calculated over the scoring period for each supplier. Examples of such variables include: * The total number of items received from the supplier * The total number of accepted items from the supplier * The total number of rejected items from the supplier * The total number of deliveries from the supplier * The total amount (in dollars) received from a supplier  Variables are pre-set, additional variables can be added through server-side customizations. Tick the Custom checkbox if the variable you're creating is for a custom field. The criteria formula should be customized to evaluate the suppliers in each criteria in a way that best fits the company requirements. ### 2.4 Evaluation Formulas The evaluation formula uses the pre-established or custom variables to evaluate an aspect of supplier performance over the scoring period. Formulas can use the following mathematical functions: * addition: + * subtraction: - * multiplication: * * division: / * min: min(x,y) * max: max(x,y) * if/else: (x) if (formula) else (y) * less than: < * greater than: > * variables: {variable_name} It is crucial that the formula be solvable for all variable values. This is most often an issue if the value resolves to 0. For example: {total_accepted_items} / {total_received_items} This example would resolve to 0 / 0 in periods where there are no received items, and therefore should have a check to protect in this case: ({total_accepted_items} / {total_received_items}) if {total_received_items} &gt; 0 else 1. ### 2.5 Evaluating the Supplier An evaluation is generated for each Supplier Scorecard Period by clicking the "Generate Missing Scorecard Periods" button. The supplier's current score can be seen, as well as a visual graphic showing the performance of the supplier over time. Any actions against the supplier are also noted here, including warnings when creating RFQs and POs or preventing these features for this supplier altogether. ### 3\. Related Topics 1. [Supplier](/docs/v13/user/manual/en/buying/supplier) 2. [Supplier Quotation](/docs/v13/user/manual/en/buying/supplier-quotation) ##### Supplier Scorecard Administrator edited 3 years ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Buying Reports

https://docs.erpnext.com/docs/user/manual/en/buying_reports

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Buying Reports</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p>Data pertaining to purchases made by an organization can be analyzed and visualized through various reports available in the buying modules. Normally, each report has three sections: Filter toolbar, a chart, and data. Changes in the filters and selections are immediately reflected in the chart.</p> <h2 id="purchase-analytics">Purchase Analytics</h2> <p>To access the report, go to:</p> <blockquote> <p>Home &gt; Buying &gt; Key Reports &gt; Purchase Analytics</p> </blockquote> <p><strong><img src="https://lh3.googleusercontent.com/YeWWd_CUdg7qFfKBp8Igf7x3BmiiIx4I4VxthWAKsUztQAzs2M5DGintu3hga-jjceIc7_tmWJz31AC1jtAf_dypeBrw1eu0Z8KkdbwcchtY0dil9q0mS3bIf5r7svPjuwfBolZ_" alt="" class="screenshot"></strong></p> <p>Through the Purchase Analytics report, the purchase-related data against the supplier, supplier groups, items and item group can be analyzed over a given period and frequency.</p> <h2 id="purchase-order-analysis">Purchase Order Analysis</h2> <p>To access the report, go to:</p> <blockquote> <p>Home &gt; Buying &gt; Key Reports &gt; Purchase Order Analysis</p> </blockquote> <p><strong><img src="https://lh6.googleusercontent.com/VF0djPYAlxiKPxDYSXwlPyPEwlfrn1cPWTiL56R7I73O_7jNOd02fQhaUwqn_ym42U9zO_EMFIEZVSwez47HTxRXAZay00ylEgZ1Ez5Nw-L9mEBAgndV_3Ezc0RV6nqR7asyaHE-" alt="" class="screenshot"></strong></p> <p>This report is helpful in analyzing the items and their billing status in a purchase order over a given period.</p> <h2 id="supplier-wise-sales-analytics">Supplier-Wise Sales Analytics</h2> <p>To access the report, go to:</p> <blockquote> <p>Home &gt; Buying &gt; Key Reports &gt; Sales-Wise Sales Analytics</p> </blockquote> <p>This report provides extensive data on different items purchased from the suppliers.</p> <h2 id="items-to-order-and-receive">Items to Order and Receive</h2> <p>To access the report, go to:</p> <blockquote> <p>Home &gt; Buying &gt; Key Reports &gt; Items to Order and Receive</p> </blockquote> <p><strong><img src="https://lh6.googleusercontent.com/aGXBl5gIMHmYOxlTtxSGcXStqt7wjjZ2Md0hraw92F1Od7Jhqd-YQo08OlXenFlPC8SkHKH33Qsj9J3_joNzhq3m0AquqYnIIP31mGAIFKhJoaL0Axo5JOWkQhkQULAzhku_FvUh" alt="" class="screenshot"></strong></p> <p>This report visualizes and shows data for the purchase requests created.</p> <h2 id="purchase-order-trends">Purchase Order Trends</h2> <p>To access the report, go to:</p> <blockquote> <p>Home &gt; Buying &gt; Key Reports &gt; Purchase Order Trends</p> </blockquote> <p>Through this report, the trends for purchase orders for a given financial year can be visualized. The trend can be grouped based on Suppliers, Supplier Group, Item, Item Group, and Project.</p> <h2 id="procurement-tracker">Procurement Tracker</h2> <p>To access the report, go to:</p> <blockquote> <p>Home &gt; Buying &gt; Key Reports &gt; Purchase Order Trends</p> </blockquote> <p><strong><img src="https://lh6.googleusercontent.com/KDXr_t1kIkwl0w6kvdzSjAUUcgTSiegYgkkYy82Jyj8Af3HyjDl68y9IIqsJohldcexzwa56QuGE9P6uGgIxzTVWEW3pbx_3f0cBWRepeF-_OkebWwuvhsJhwIMK4FU0zAJuGTyP" alt="" class="screenshot"></strong></p> <p>This report presents extensive purchase-related data including material requests, purchase orders created for the items.</p> <h2 id="other-reports">Other Reports</h2> <p>To access, go to:</p> <blockquote> <p>Home &gt; Buying &gt; Other Reports</p> </blockquote> <p>In other reports section, the following reports can be accessed:</p> <ol> <li>Items To Be Requested</li> <li>Item-Wise Purchase History</li> <li>Purchase Receipt Trends</li> <li>Purchase Invoice Trends</li> <li>Subcontracted Item To Be Received</li> <li>Supplier Quotation</li> </ol> </div> <input value="0c7d4e0d3c" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Buying Reports</h5> <span class="small text-muted revision-time">nakul edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p>Data pertaining to purchases made by an organization can be analyzed and visualized through various reports available in the buying modules. Normally, each report has three sections: Filter toolbar, a chart, and data. Changes in the filters and selections are immediately reflected in the chart.</p> <h2 id="purchase-analytics">Purchase Analytics</h2> <p>To access the report, go to:</p> <p>Home &gt; Buying &gt; Key Reports &gt; Purchase Analytics</p> <p><strong><img src="https://lh3.googleusercontent.com/YeWWd_CUdg7qFfKBp8Igf7x3BmiiIx4I4VxthWAKsUztQAzs2M5DGintu3hga-jjceIc7_tmWJz31AC1jtAf_dypeBrw1eu0Z8KkdbwcchtY0dil9q0mS3bIf5r7svPjuwfBolZ_" alt="" class="screenshot"></strong></p> <p>Through the Purchase Analytics report, the purchase-related data against the supplier, supplier groups, items and item group can be analyzed over a given period and frequency.</p> <h2 id="purchase-order-analysis">Purchase Order Analysis</h2> <p>To access the report, go to:</p> <p>Home &gt; Buying &gt; Key Reports &gt; Purchase Order Analysis</p> <p><strong><img src="https://lh6.googleusercontent.com/VF0djPYAlxiKPxDYSXwlPyPEwlfrn1cPWTiL56R7I73O_7jNOd02fQhaUwqn_ym42U9zO_EMFIEZVSwez47HTxRXAZay00ylEgZ1Ez5Nw-L9mEBAgndV_3Ezc0RV6nqR7asyaHE-" alt="" class="screenshot"></strong></p> <p>This report is helpful in analyzing the items and their billing status in a purchase order over a given period.</p> <h2 id="supplier-wise-sales-analytics">Supplier-Wise Sales Analytics</h2> <p>To access the report, go to:</p> <p>Home &gt; Buying &gt; Key Reports &gt; Sales-Wise Sales Analytics</p> <p>This report provides extensive data on different items purchased from the suppliers.</p> <h2 id="items-to-order-and-receive">Items to Order and Receive</h2> <p>To access the report, go to:</p> <p>Home &gt; Buying &gt; Key Reports &gt; Items to Order and Receive</p> <p><strong><img src="https://lh6.googleusercontent.com/aGXBl5gIMHmYOxlTtxSGcXStqt7wjjZ2Md0hraw92F1Od7Jhqd-YQo08OlXenFlPC8SkHKH33Qsj9J3_joNzhq3m0AquqYnIIP31mGAIFKhJoaL0Axo5JOWkQhkQULAzhku_FvUh" alt="" class="screenshot"></strong></p> <p>This report visualizes and shows data for the purchase requests created.</p> <h2 id="purchase-order-trends">Purchase Order Trends</h2> <p>To access the report, go to:</p> <p>Home &gt; Buying &gt; Key Reports &gt; Purchase Order Trends</p> <p>Through this report, the trends for purchase orders for a given financial year can be visualized. The trend can be grouped based on Suppliers, Supplier Group, Item, Item Group, and Project.</p> <h2 id="procurement-tracker">Procurement Tracker</h2> <p>To access the report, go to:</p> <p>Home &gt; Buying &gt; Key Reports &gt; Purchase Order Trends</p> <p><strong><img src="https://lh6.googleusercontent.com/KDXr_t1kIkwl0w6kvdzSjAUUcgTSiegYgkkYy82Jyj8Af3HyjDl68y9IIqsJohldcexzwa56QuGE9P6uGgIxzTVWEW3pbx_3f0cBWRepeF-_OkebWwuvhsJhwIMK4FU0zAJuGTyP" alt="" class="screenshot"></strong></p> <p>This report presents extensive purchase-related data including material requests, purchase orders created for the items.</p> <h2 id="other-reports">Other Reports</h2> <p>To access, go to:</p> <p>Home &gt; Buying &gt; Other Reports</p> <p>In other reports section, the following reports can be accessed:</p> <ol> <li>Items To Be Requested</li> <li>Item-Wise Purchase History</li> <li>Purchase Receipt Trends</li> <li>Purchase Invoice Trends</li> <li>Subcontracted Item To Be Received</li> <li>Supplier Quotation</li> </ol> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/buying_reports" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Buying Reports Data pertaining to purchases made by an organization can be analyzed and visualized through various reports available in the buying modules. Normally, each report has three sections: Filter toolbar, a chart, and data. Changes in the filters and selections are immediately reflected in the chart. Purchase Analytics To access the report, go to: Home > Buying > Key Reports > Purchase Analytics Through the Purchase Analytics report, the purchase-related data against the supplier, supplier groups, items and item group can be analyzed over a given period and frequency. Purchase Order Analysis To access the report, go to: Home > Buying > Key Reports > Purchase Order Analysis This report is helpful in analyzing the items and their billing status in a purchase order over a given period. Supplier-Wise Sales Analytics To access the report, go to: Home > Buying > Key Reports > Sales-Wise Sales Analytics This report provides extensive data on different items purchased from the suppliers. Items to Order and Receive To access the report, go to: Home > Buying > Key Reports > Items to Order and Receive This report visualizes and shows data for the purchase requests created. Purchase Order Trends To access the report, go to: Home > Buying > Key Reports > Purchase Order Trends Through this report, the trends for purchase orders for a given financial year can be visualized. The trend can be grouped based on Suppliers, Supplier Group, Item, Item Group, and Project. Procurement Tracker To access the report, go to: Home > Buying > Key Reports > Purchase Order Trends This report presents extensive purchase-related data including material requests, purchase orders created for the items. Other Reports To access, go to: Home > Buying > Other Reports In other reports section, the following reports can be accessed: Items To Be Requested Item-Wise Purchase History Purchase Receipt Trends Purchase Invoice Trends Subcontracted Item To Be Received Supplier Quotation

# Buying Reports Edit Page New Page Revisions Page Settings Data pertaining to purchases made by an organization can be analyzed and visualized through various reports available in the buying modules. Normally, each report has three sections: Filter toolbar, a chart, and data. Changes in the filters and selections are immediately reflected in the chart. ## Purchase Analytics To access the report, go to: > Home > Buying > Key Reports > Purchase Analytics **** Through the Purchase Analytics report, the purchase-related data against the supplier, supplier groups, items and item group can be analyzed over a given period and frequency. ## Purchase Order Analysis To access the report, go to: > Home > Buying > Key Reports > Purchase Order Analysis **** This report is helpful in analyzing the items and their billing status in a purchase order over a given period. ## Supplier-Wise Sales Analytics To access the report, go to: > Home > Buying > Key Reports > Sales-Wise Sales Analytics This report provides extensive data on different items purchased from the suppliers. ## Items to Order and Receive To access the report, go to: > Home > Buying > Key Reports > Items to Order and Receive **** This report visualizes and shows data for the purchase requests created. ## Purchase Order Trends To access the report, go to: > Home > Buying > Key Reports > Purchase Order Trends Through this report, the trends for purchase orders for a given financial year can be visualized. The trend can be grouped based on Suppliers, Supplier Group, Item, Item Group, and Project. ## Procurement Tracker To access the report, go to: > Home > Buying > Key Reports > Purchase Order Trends **** This report presents extensive purchase-related data including material requests, purchase orders created for the items. ## Other Reports To access, go to: > Home > Buying > Other Reports In other reports section, the following reports can be accessed: 1. Items To Be Requested 2. Item-Wise Purchase History 3. Purchase Receipt Trends 4. Purchase Invoice Trends 5. Subcontracted Item To Be Received 6. Supplier Quotation ##### Buying Reports nakul edited 3 years ago × Data pertaining to purchases made by an organization can be analyzed and visualized through various reports available in the buying modules. Normally, each report has three sections: Filter toolbar, a chart, and data. Changes in the filters and selections are immediately reflected in the chart. ## Purchase Analytics To access the report, go to: Home > Buying > Key Reports > Purchase Analytics **** Through the Purchase Analytics report, the purchase-related data against the supplier, supplier groups, items and item group can be analyzed over a given period and frequency. ## Purchase Order Analysis To access the report, go to: Home > Buying > Key Reports > Purchase Order Analysis **** This report is helpful in analyzing the items and their billing status in a purchase order over a given period. ## Supplier-Wise Sales Analytics To access the report, go to: Home > Buying > Key Reports > Sales-Wise Sales Analytics This report provides extensive data on different items purchased from the suppliers. ## Items to Order and Receive To access the report, go to: Home > Buying > Key Reports > Items to Order and Receive **** This report visualizes and shows data for the purchase requests created. ## Purchase Order Trends To access the report, go to: Home > Buying > Key Reports > Purchase Order Trends Through this report, the trends for purchase orders for a given financial year can be visualized. The trend can be grouped based on Suppliers, Supplier Group, Item, Item Group, and Project. ## Procurement Tracker To access the report, go to: Home > Buying > Key Reports > Purchase Order Trends **** This report presents extensive purchase-related data including material requests, purchase orders created for the items. ## Other Reports To access, go to: Home > Buying > Other Reports In other reports section, the following reports can be accessed: 1. Items To Be Requested 2. Item-Wise Purchase History 3. Purchase Receipt Trends 4. Purchase Invoice Trends 5. Subcontracted Item To Be Received 6. Supplier Quotation Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Buying Settings

https://docs.erpnext.com/docs/user/manual/en/buying-settings

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Buying Settings </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p>Buying Settings is where you can define properties which will be applied in the Buying module's transactions. You can find Buying Settings at: &gt; Home &gt; Buying &gt; Settings &gt; Buying Settings</p> <p><img src="/files/buying-settings.png" alt="Buying Settings" class="screenshot"></p> <p>Let us look at the various options that can be configured:</p> <h2 id="1-supplier">1. Supplier</h2> <h3 id="11-supplier-naming-by">1.1 Supplier Naming By</h3> <p>When a Supplier is saved, system generates a unique identity or name for that Supplier which can be used to refer the Supplier in various Buying transactions.</p> <p>If not configured otherwise, ERPNext uses the Supplier's Name as the unique name. If you want to identify Suppliers using names like SUPP-00001, SUPP-00002, or such other patterned series, select the value of Supplier Naming By as "Naming Series".</p> <p>You can define or select the Naming Series pattern from: <strong>Settings &gt; Data &gt; Naming Series</strong></p> <p>Read <a href="/docs/v13/user/manual/en/setting-up/settings/naming-series">Naming Series</a> to know more about defining a Naming Series.</p> <h3 id="12-default-supplier-group">1.2 Default Supplier Group</h3> <p>Configure what should be the default value of Supplier Group when creating a new Supplier. For example, if most of your suppliers supply you hardware, you can set the default as 'Hardware'.</p> <h2 id="2-purchasing">2. Purchasing</h2> <h3 id="21-default-buying-price-list">2.1 Default Buying Price List</h3> <p>Configure what should be the default Price List when creating a new Buying transaction, the default is set as 'Standard Buying'. Item prices will be fetched from this Price List. You can modify the 'Price List' by using the arrow at the right-end of the field to change the currency and country.</p> <h3 id="22-purchase-order-required">2.2 Purchase Order Required</h3> <p>If this option is configured "Yes", ERPNext will prevent you from creating a Purchase Invoice or a Purchase Receipt directly without creating a Purchase Order first. If retail transactions are involved where the order happens offline, then Purchase Orders can be skipped. If you're accepting sample Items, you can directly create a Purchase Receipt to receive the Items to your Warehouse.</p> <p>This configuration can be overridden for a particular supplier by enabling the "Allow Purchase Invoice Creation Without Purchase Order" checkbox in supplier master</p> <p><img alt="Purchase Order Required" class="screenshot" src="/files/po-required.png"></p> <h3 id="23-purchase-receipt-required">2.3 Purchase Receipt Required</h3> <p>If this option is configured "Yes", ERPNext will prevent you from creating a Purchase Invoice without creating a Purchase Receipt first. In case the Item being transacted is a service, it'll not require a receipt, you can directly create an Invoice.</p> <p>This configuration can be overridden for a particular supplier by enabling the "Allow Purchase Invoice Creation Without Purchase Receipt" checkbox in the supplier master</p> <p><img alt="Purchase Receipt Required" class="screenshot" src="/files/pr-required.png"></p> <h3 id="24-maintain-same-rate-throughout-purchase-cycle">2.4 Maintain Same Rate Throughout Purchase Cycle</h3> <p>If this is enabled, ERPNext will validate whether an Item's price is changing in a Purchase Invoice or Purchase Receipt created from a Purchase Order, i.e. it will help you maintain the same rate throughout the purchase cycle.</p> <p>You can configure the action that system should take if the same rate is not maintained in the "Action If Same Rate is Not Maintained" field:</p> <ul> <li><strong>Stop</strong>: ERPNext will stop you from changing the price by throwing a validation error.</li> <li><strong>Warn</strong>: The system will let you save the transaction but warn you with a message if the rate is changed.</li> </ul> <p>Note: This field will only be visible if Maintain Same Rate Throughout Purchase Cycle is enabled.</p> <h3 id="25-set-landed-cost-based-on-purchase-invoice-rate">2.5 Set Landed Cost Based on Purchase Invoice Rate</h3> <p>If the purchase receipt rate and purchase invoice rate are not same and users wants to set the landed cost as per the purchase invoice then this feature will be useful.</p> <p>Use Case</p> <ul> <li>Created Purchase Receipt for item A with rate as 100</li> <li>System has booked Stock In Hand with 100 rate</li> <li>After 2 days, user has created purchase invoice against the above purchase receipt</li> <li>After 2 days because of change in exchange rate the rate in the invoice changed to 150</li> <li>Now purchase receipt has rate 100 where as Purchase invoice has rate 150</li> <li>If you want to adjust the Stock In Hand with Purchase invoice Rate (150) then this feature will be helpful</li> </ul> <p><img alt="Purchase Receipt Required" class="screenshot" src="/private/files/set-valuation-rate-based-on-purchase-invoice.png"></p> <h2 id="3-allow-item-to-be-added-multiple-times-in-a-transaction">3. Allow Item to be added multiple times in a transaction</h2> <p>When this checkbox is unchecked, an item cannot be added multiple times in the same Purchase Order. However, you can still explicitly change the quantity. This is a validation checkbox for preventing accidental purchase of the same item. This can be checked for specific use cases where there are multiple sources for the same material, for example in manufacturing.</p> <h3 id="4-related-topics">4. Related Topics</h3> <ol> <li><a href="/docs/v13/user/manual/en/buying/supplier-group">Supplier Group</a></li> </ol> </div> <input value="eafefcd1e8" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Buying Settings </h5> <span class="small text-muted revision-time">rohit_waghchaure edited 1 year ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p>Buying Settings is where you can define properties which will be applied in the Buying module's transactions. You can find Buying Settings at:</p> <blockquote> <p>Home &gt; Buying &gt; Settings &gt; Buying Settings</p> </blockquote> <p><img src="/files/buying-settings.png" alt="Buying Settings" class="screenshot"></p> <p>Let us look at the various options that can be configured:</p> <h2 id="1-supplier">1. Supplier</h2> <h3 id="11-supplier-naming-by">1.1 Supplier Naming By</h3> <p>When a Supplier is saved, system generates a unique identity or name for that Supplier which can be used to refer the Supplier in various Buying transactions.</p> <p>If not configured otherwise, ERPNext uses the Supplier's Name as the unique name. If you want to identify Suppliers using names like SUPP-00001, SUPP-00002, or such other patterned series, select the value of Supplier Naming By as "Naming Series".</p> <p>You can define or select the Naming Series pattern from: <strong>Settings &gt; Data &gt; Naming Series</strong></p> <p>Read <a href="/docs/v13/user/manual/en/setting-up/settings/naming-series">Naming Series</a> to know more about defining a Naming Series.</p> <h3 id="12-default-supplier-group">1.2 Default Supplier Group</h3> <p>Configure what should be the default value of Supplier Group when creating a new Supplier. For example, if most of your suppliers supply you hardware, you can set the default as 'Hardware'.</p> <h2 id="2-purchasing">2. Purchasing</h2> <h3 id="21-default-buying-price-list">2.1 Default Buying Price List</h3> <p>Configure what should be the default Price List when creating a new Buying transaction, the default is set as 'Standard Buying'. Item prices will be fetched from this Price List. You can modify the 'Price List' by using the arrow at the right-end of the field to change the currency and country.</p> <h3 id="22-purchase-order-required">2.2 Purchase Order Required</h3> <p>If this option is configured "Yes", ERPNext will prevent you from creating a Purchase Invoice or a Purchase Receipt directly without creating a Purchase Order first. If retail transactions are involved where the order happens offline, then Purchase Orders can be skipped. If you're accepting sample Items, you can directly create a Purchase Receipt to receive the Items to your Warehouse.</p> <p>This configuration can be overridden for a particular supplier by enabling the "Allow Purchase Invoice Creation Without Purchase Order" checkbox in supplier master</p> <p><img alt="Purchase Order Required" class="screenshot" src="/files/po-required.png"></p> <h3 id="23-purchase-receipt-required">2.3 Purchase Receipt Required</h3> <p>If this option is configured "Yes", ERPNext will prevent you from creating a Purchase Invoice without creating a Purchase Receipt first. In case the Item being transacted is a service, it'll not require a receipt, you can directly create an Invoice.</p> <p>This configuration can be overridden for a particular supplier by enabling the "Allow Purchase Invoice Creation Without Purchase Receipt" checkbox in the supplier master</p> <p><img alt="Purchase Receipt Required" class="screenshot" src="/files/pr-required.png"></p> <h3 id="24-maintain-same-rate-throughout-purchase-cycle">2.4 Maintain Same Rate Throughout Purchase Cycle</h3> <p>If this is enabled, ERPNext will validate whether an Item's price is changing in a Purchase Invoice or Purchase Receipt created from a Purchase Order, i.e. it will help you maintain the same rate throughout the purchase cycle.</p> <p>You can configure the action that system should take if the same rate is not maintained in the "Action If Same Rate is Not Maintained" field:</p> <ul> <li><strong>Stop</strong>: ERPNext will stop you from changing the price by throwing a validation error.</li> <li><strong>Warn</strong>: The system will let you save the transaction but warn you with a message if the rate is changed.</li> </ul> <p>Note: This field will only be visible if Maintain Same Rate Throughout Purchase Cycle is enabled.</p> <h2 id="3-allow-item-to-be-added-multiple-times-in-a-transaction">3. Allow Item to be added multiple times in a transaction</h2> <p>When this checkbox is unchecked, an item cannot be added multiple times in the same Purchase Order. However, you can still explicitly change the quantity. This is a validation checkbox for preventing accidental purchase of the same item. This can be checked for specific use cases where there are multiple sources for the same material, for example in manufacturing.</p> <h3 id="4-related-topics">4. Related Topics</h3> <ol> <li><a href="/docs/v13/user/manual/en/buying/supplier-group">Supplier Group</a></li> </ol> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/buying-settings" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Buying Settings Buying Settings is where you can define properties which will be applied in the Buying module's transactions. You can find Buying Settings at: > Home > Buying > Settings > Buying Settings Let us look at the various options that can be configured: 1. Supplier 1.1 Supplier Naming By When a Supplier is saved, system generates a unique identity or name for that Supplier which can be used to refer the Supplier in various Buying transactions. If not configured otherwise, ERPNext uses the Supplier's Name as the unique name. If you want to identify Suppliers using names like SUPP-00001, SUPP-00002, or such other patterned series, select the value of Supplier Naming By as "Naming Series". You can define or select the Naming Series pattern from: Settings > Data > Naming Series Read Naming Series to know more about defining a Naming Series. 1.2 Default Supplier Group Configure what should be the default value of Supplier Group when creating a new Supplier. For example, if most of your suppliers supply you hardware, you can set the default as 'Hardware'. 2. Purchasing 2.1 Default Buying Price List Configure what should be the default Price List when creating a new Buying transaction, the default is set as 'Standard Buying'. Item prices will be fetched from this Price List. You can modify the 'Price List' by using the arrow at the right-end of the field to change the currency and country. 2.2 Purchase Order Required If this option is configured "Yes", ERPNext will prevent you from creating a Purchase Invoice or a Purchase Receipt directly without creating a Purchase Order first. If retail transactions are involved where the order happens offline, then Purchase Orders can be skipped. If you're accepting sample Items, you can directly create a Purchase Receipt to receive the Items to your Warehouse. This configuration can be overridden for a particular supplier by enabling the "Allow Purchase Invoice Creation Without Purchase Order" checkbox in supplier master 2.3 Purchase Receipt Required If this option is configured "Yes", ERPNext will prevent you from creating a Purchase Invoice without creating a Purchase Receipt first. In case the Item being transacted is a service, it'll not require a receipt, you can directly create an Invoice. This configuration can be overridden for a particular supplier by enabling the "Allow Purchase Invoice Creation Without Purchase Receipt" checkbox in the supplier master 2.4 Maintain Same Rate Throughout Purchase Cycle If this is enabled, ERPNext will validate whether an Item's price is changing in a Purchase Invoice or Purchase Receipt created from a Purchase Order, i.e. it will help you maintain the same rate throughout the purchase cycle. You can configure the action that system should take if the same rate is not maintained in the "Action If Same Rate is Not Maintained" field: Stop: ERPNext will stop you from changing the price by throwing a validation error. Warn: The system will let you save the transaction but warn you with a message if the rate is changed. Note: This field will only be visible if Maintain Same Rate Throughout Purchase Cycle is enabled. 2.5 Set Landed Cost Based on Purchase Invoice Rate If the purchase receipt rate and purchase invoice rate are not same and users wants to set the landed cost as per the purchase invoice then this feature will be useful. Use Case Created Purchase Receipt for item A with rate as 100 System has booked Stock In Hand with 100 rate After 2 days, user has created purchase invoice against the above purchase receipt After 2 days because of change in exchange rate the rate in the invoice changed to 150 Now purchase receipt has rate 100 where as Purchase invoice has rate 150 If you want to adjust the Stock In Hand with Purchase invoice Rate (150) then this feature will be helpful 3. Allow Item to be added multiple times in a transaction When this checkbox is unchecked, an item cannot be added multiple times in the same Purchase Order. However, you can still explicitly change the quantity. This is a validation checkbox for preventing accidental purchase of the same item. This can be checked for specific use cases where there are multiple sources for the same material, for example in manufacturing. 4. Related Topics Supplier Group

# Buying Settings Edit Page New Page Revisions Page Settings Buying Settings is where you can define properties which will be applied in the Buying module's transactions. You can find Buying Settings at: > Home > Buying > Settings > Buying Settings  Let us look at the various options that can be configured: ## 1\. Supplier ### 1.1 Supplier Naming By When a Supplier is saved, system generates a unique identity or name for that Supplier which can be used to refer the Supplier in various Buying transactions. If not configured otherwise, ERPNext uses the Supplier's Name as the unique name. If you want to identify Suppliers using names like SUPP-00001, SUPP-00002, or such other patterned series, select the value of Supplier Naming By as "Naming Series". You can define or select the Naming Series pattern from: **Settings > Data > Naming Series** Read [Naming Series](/docs/v13/user/manual/en/setting-up/settings/naming- series) to know more about defining a Naming Series. ### 1.2 Default Supplier Group Configure what should be the default value of Supplier Group when creating a new Supplier. For example, if most of your suppliers supply you hardware, you can set the default as 'Hardware'. ## 2\. Purchasing ### 2.1 Default Buying Price List Configure what should be the default Price List when creating a new Buying transaction, the default is set as 'Standard Buying'. Item prices will be fetched from this Price List. You can modify the 'Price List' by using the arrow at the right-end of the field to change the currency and country. ### 2.2 Purchase Order Required If this option is configured "Yes", ERPNext will prevent you from creating a Purchase Invoice or a Purchase Receipt directly without creating a Purchase Order first. If retail transactions are involved where the order happens offline, then Purchase Orders can be skipped. If you're accepting sample Items, you can directly create a Purchase Receipt to receive the Items to your Warehouse. This configuration can be overridden for a particular supplier by enabling the "Allow Purchase Invoice Creation Without Purchase Order" checkbox in supplier master  ### 2.3 Purchase Receipt Required If this option is configured "Yes", ERPNext will prevent you from creating a Purchase Invoice without creating a Purchase Receipt first. In case the Item being transacted is a service, it'll not require a receipt, you can directly create an Invoice. This configuration can be overridden for a particular supplier by enabling the "Allow Purchase Invoice Creation Without Purchase Receipt" checkbox in the supplier master  ### 2.4 Maintain Same Rate Throughout Purchase Cycle If this is enabled, ERPNext will validate whether an Item's price is changing in a Purchase Invoice or Purchase Receipt created from a Purchase Order, i.e. it will help you maintain the same rate throughout the purchase cycle. You can configure the action that system should take if the same rate is not maintained in the "Action If Same Rate is Not Maintained" field: * **Stop** : ERPNext will stop you from changing the price by throwing a validation error. * **Warn** : The system will let you save the transaction but warn you with a message if the rate is changed. Note: This field will only be visible if Maintain Same Rate Throughout Purchase Cycle is enabled. ### 2.5 Set Landed Cost Based on Purchase Invoice Rate If the purchase receipt rate and purchase invoice rate are not same and users wants to set the landed cost as per the purchase invoice then this feature will be useful. Use Case * Created Purchase Receipt for item A with rate as 100 * System has booked Stock In Hand with 100 rate * After 2 days, user has created purchase invoice against the above purchase receipt * After 2 days because of change in exchange rate the rate in the invoice changed to 150 * Now purchase receipt has rate 100 where as Purchase invoice has rate 150 * If you want to adjust the Stock In Hand with Purchase invoice Rate (150) then this feature will be helpful  ## 3\. Allow Item to be added multiple times in a transaction When this checkbox is unchecked, an item cannot be added multiple times in the same Purchase Order. However, you can still explicitly change the quantity. This is a validation checkbox for preventing accidental purchase of the same item. This can be checked for specific use cases where there are multiple sources for the same material, for example in manufacturing. ### 4\. Related Topics 1. [Supplier Group](/docs/v13/user/manual/en/buying/supplier-group) ##### Buying Settings rohit_waghchaure edited 1 year ago × Buying Settings is where you can define properties which will be applied in the Buying module's transactions. You can find Buying Settings at: > Home > Buying > Settings > Buying Settings  Let us look at the various options that can be configured: ## 1\. Supplier ### 1.1 Supplier Naming By When a Supplier is saved, system generates a unique identity or name for that Supplier which can be used to refer the Supplier in various Buying transactions. If not configured otherwise, ERPNext uses the Supplier's Name as the unique name. If you want to identify Suppliers using names like SUPP-00001, SUPP-00002, or such other patterned series, select the value of Supplier Naming By as "Naming Series". You can define or select the Naming Series pattern from: **Settings > Data > Naming Series** Read [Naming Series](/docs/v13/user/manual/en/setting-up/settings/naming- series) to know more about defining a Naming Series. ### 1.2 Default Supplier Group Configure what should be the default value of Supplier Group when creating a new Supplier. For example, if most of your suppliers supply you hardware, you can set the default as 'Hardware'. ## 2\. Purchasing ### 2.1 Default Buying Price List Configure what should be the default Price List when creating a new Buying transaction, the default is set as 'Standard Buying'. Item prices will be fetched from this Price List. You can modify the 'Price List' by using the arrow at the right-end of the field to change the currency and country. ### 2.2 Purchase Order Required If this option is configured "Yes", ERPNext will prevent you from creating a Purchase Invoice or a Purchase Receipt directly without creating a Purchase Order first. If retail transactions are involved where the order happens offline, then Purchase Orders can be skipped. If you're accepting sample Items, you can directly create a Purchase Receipt to receive the Items to your Warehouse. This configuration can be overridden for a particular supplier by enabling the "Allow Purchase Invoice Creation Without Purchase Order" checkbox in supplier master  ### 2.3 Purchase Receipt Required If this option is configured "Yes", ERPNext will prevent you from creating a Purchase Invoice without creating a Purchase Receipt first. In case the Item being transacted is a service, it'll not require a receipt, you can directly create an Invoice. This configuration can be overridden for a particular supplier by enabling the "Allow Purchase Invoice Creation Without Purchase Receipt" checkbox in the supplier master  ### 2.4 Maintain Same Rate Throughout Purchase Cycle If this is enabled, ERPNext will validate whether an Item's price is changing in a Purchase Invoice or Purchase Receipt created from a Purchase Order, i.e. it will help you maintain the same rate throughout the purchase cycle. You can configure the action that system should take if the same rate is not maintained in the "Action If Same Rate is Not Maintained" field: * **Stop** : ERPNext will stop you from changing the price by throwing a validation error. * **Warn** : The system will let you save the transaction but warn you with a message if the rate is changed. Note: This field will only be visible if Maintain Same Rate Throughout Purchase Cycle is enabled. ## 3\. Allow Item to be added multiple times in a transaction When this checkbox is unchecked, an item cannot be added multiple times in the same Purchase Order. However, you can still explicitly change the quantity. This is a validation checkbox for preventing accidental purchase of the same item. This can be checked for specific use cases where there are multiple sources for the same material, for example in manufacturing. ### 4\. Related Topics 1. [Supplier Group](/docs/v13/user/manual/en/buying/supplier-group) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Selling

https://docs.erpnext.com/docs/user/manual/en/selling

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Selling </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p>Selling is the communication that happens with the customer prior to and during the sale. You might be managing all the communication yourself or you may have a small team of sales people to handle this. ERPNext helps you track the communication leading up to the sale by keeping all your documents in an organized and searchable manner.</p> <h2 id="video-tutorials">Video Tutorials</h2> <h3 id="1-sales">1 Sales</h3> <ol> <li><a href="https://frappe.school/courses/sales-management">Frappe School Course on Selling Module</a></li> <li><a href="/docs/v13/user/videos/learn/customer-and-supplier.html">Customer</a></li> <li><a href="/docs/v13/user/videos/learn/product-bundle.html">Product Bundle</a></li> <li><a href="/docs/v13/user/videos/learn/sales-cycle.html">Sales Cycle</a></li> <li><a href="/docs/v13/user/videos/learn/pricing-rule.html">Pricing Rule</a></li> </ol> <h3 id="3-other">3 Other</h3> <ol> <li><a href="/docs/v13/user/videos/learn/discounts.html">Discounts</a></li> <li><a href="/docs/v13/user/videos/learn/taxes.html">Taxes</a></li> </ol> </div> <input value="111c1b84fe" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Selling </h5> <span class="small text-muted revision-time">sayali edited 2 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p>Selling is the communication that happens with the customer prior to and during the sale. You might be managing all the communication yourself or you may have a small team of sales people to handle this. ERPNext helps you track the communication leading up to the sale by keeping all your documents in an organized and searchable manner.</p> <h2 id="video-tutorials">Video Tutorials</h2> <h3 id="1-sales">1 Sales</h3> <ol> <li><a href="/docs/v13/user/videos/learn/customer-and-supplier.html">Customer</a></li> <li><a href="/docs/v13/user/videos/learn/product-bundle.html">Product Bundle</a></li> <li><a href="/docs/v13/user/videos/learn/sales-cycle.html">Sales Cycle</a></li> <li><a href="/docs/v13/user/videos/learn/pricing-rule.html">Pricing Rule</a></li> </ol> <h3 id="3-other">3 Other</h3> <ol> <li><a href="/docs/v13/user/videos/learn/discounts.html">Discounts</a></li> <li><a href="/docs/v13/user/videos/learn/taxes.html">Taxes</a></li> </ol> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/selling" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Selling Selling is the communication that happens with the customer prior to and during the sale. You might be managing all the communication yourself or you may have a small team of sales people to handle this. ERPNext helps you track the communication leading up to the sale by keeping all your documents in an organized and searchable manner. Video Tutorials 1 Sales Frappe School Course on Selling Module Customer Product Bundle Sales Cycle Pricing Rule 3 Other Discounts Taxes

# Selling Edit Page New Page Revisions Page Settings Selling is the communication that happens with the customer prior to and during the sale. You might be managing all the communication yourself or you may have a small team of sales people to handle this. ERPNext helps you track the communication leading up to the sale by keeping all your documents in an organized and searchable manner. ## Video Tutorials ### 1 Sales 1. [Frappe School Course on Selling Module](https://frappe.school/courses/sales-management) 2. [Customer](/docs/v13/user/videos/learn/customer-and-supplier.html) 3. [Product Bundle](/docs/v13/user/videos/learn/product-bundle.html) 4. [Sales Cycle](/docs/v13/user/videos/learn/sales-cycle.html) 5. [Pricing Rule](/docs/v13/user/videos/learn/pricing-rule.html) ### 3 Other 1. [Discounts](/docs/v13/user/videos/learn/discounts.html) 2. [Taxes](/docs/v13/user/videos/learn/taxes.html) ##### Selling sayali edited 2 years ago × Selling is the communication that happens with the customer prior to and during the sale. You might be managing all the communication yourself or you may have a small team of sales people to handle this. ERPNext helps you track the communication leading up to the sale by keeping all your documents in an organized and searchable manner. ## Video Tutorials ### 1 Sales 1. [Customer](/docs/v13/user/videos/learn/customer-and-supplier.html) 2. [Product Bundle](/docs/v13/user/videos/learn/product-bundle.html) 3. [Sales Cycle](/docs/v13/user/videos/learn/sales-cycle.html) 4. [Pricing Rule](/docs/v13/user/videos/learn/pricing-rule.html) ### 3 Other 1. [Discounts](/docs/v13/user/videos/learn/discounts.html) 2. [Taxes](/docs/v13/user/videos/learn/taxes.html) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Selling Essentials

https://docs.erpnext.com/docs/user/manual/en/selling-essentials

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Selling Essentials</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>In ERPNext's selling module, master doctypes play a pivotal role in managing sales-related data and processes.</p><p>By utilising master doctypes effectively, businesses can streamline their sales operations, maintain accurate customer records, track sales transactions, and ensure timely invoicing and payment collection, leading to improved customer satisfaction and overall business performance.</p><ul><li><p><a href="docs/user/manual/en/customer" rel="noopener noreferrer nofollow" target="_blank">Customer </a></p></li><li><p><a href="docs/user/manual/en/customer-group" rel="noopener noreferrer nofollow" target="_blank">Customer Group</a></p></li><li><p><a href="docs/user/manual/en/sales-person" rel="noopener noreferrer nofollow" target="_blank">Sales Person</a></p></li><li><p><a href="docs/user/manual/en/sales-partner" rel="noopener noreferrer nofollow" target="_blank">Sales Partner</a></p></li><li><p><a href="docs/user/manual/en/territory" rel="noopener noreferrer nofollow" target="_blank">Territory</a></p></li><li><p><a href="docs/user/manual/en/promotional-scheme" rel="noopener noreferrer nofollow" target="_blank">Promotional Scheme</a></p></li></ul></div> </div> <input value="9hnnpt3o1p" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Selling Essentials</h5> <span class="small text-muted revision-time">pushkar edited 1 week ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/selling-essentials" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Selling Essentials In ERPNext's selling module, master doctypes play a pivotal role in managing sales-related data and processes. By utilising master doctypes effectively, businesses can streamline their sales operations, maintain accurate customer records, track sales transactions, and ensure timely invoicing and payment collection, leading to improved customer satisfaction and overall business performance. Customer Customer Group Sales Person Sales Partner Territory Promotional Scheme

# Selling Essentials Edit Page New Page Revisions Page Settings In ERPNext's selling module, master doctypes play a pivotal role in managing sales-related data and processes. By utilising master doctypes effectively, businesses can streamline their sales operations, maintain accurate customer records, track sales transactions, and ensure timely invoicing and payment collection, leading to improved customer satisfaction and overall business performance. * [Customer ](docs/user/manual/en/customer) * [Customer Group](docs/user/manual/en/customer-group) * [Sales Person](docs/user/manual/en/sales-person) * [Sales Partner](docs/user/manual/en/sales-partner) * [Territory](docs/user/manual/en/territory) * [Promotional Scheme](docs/user/manual/en/promotional-scheme) ##### Selling Essentials pushkar edited 1 week ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Selling Transactions

https://docs.erpnext.com/docs/user/manual/en/selling-transactions

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Selling Transactions</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Selling transactions in ERPNext encompass a series of actions involved in the sales process, from receiving and processing orders to delivering goods or services to customers and collecting payments.</p><p>Throughout these transactions, ERPNext facilitates seamless communication with customers, tracks sales activity, updates inventory levels in real-time, and integrates with accounting modules to ensure accurate financial records.</p><ul><li><p><a href="docs/user/manual/en/quotation" rel="noopener noreferrer nofollow" target="_blank">Quotation</a></p></li><li><p><a href="docs/user/manual/en/sales-order" rel="noopener noreferrer nofollow" target="_blank">Sales Order</a></p></li><li><p><a href="docs/user/manual/en/sales-invoice" rel="noopener noreferrer nofollow" target="_blank">Sales Invoice</a></p></li><li><p><a href="docs/user/manual/en/credit-note" rel="noopener noreferrer nofollow" target="_blank">Credit Note</a></p></li><li><p><a href="docs/user/manual/en/blanket-order" rel="noopener noreferrer nofollow" target="_blank">Blanket Order</a></p></li><li><p><a href="docs/user/manual/en/drop-shipping-in-erpnext" rel="noopener noreferrer nofollow" target="_blank">Drop Shipping</a></p></li><li><p><a href="docs/user/manual/en/sales-return" rel="noopener noreferrer nofollow" target="_blank">Sales return</a></p></li><li><p><a href="docs/user/manual/en/delivery-note" rel="noopener noreferrer nofollow" target="_blank">Delivery Note</a></p></li></ul></div> </div> <input value="9mj13cqcpo" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Selling Transactions</h5> <span class="small text-muted revision-time">pushkar edited 16 hours ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>Selling transactions in ERPNext encompass a series of actions involved in the sales process, from receiving and processing orders to delivering goods or services to customers and collecting payments.</p><p>Throughout these transactions, ERPNext facilitates seamless communication with customers, tracks sales activity, updates inventory levels in real-time, and integrates with accounting modules to ensure accurate financial records.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/quotation">Quotation</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/sales-order">Sales Order</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/sales-invoice">Sales Invoice</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/credit-note">Credit Note</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/blanket-order">Blanket Order</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/drop-shipping-in-erpnext">Drop Shipping</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/sales-return">Sales return</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/delivery-note">Delivery Note</a></p></li></ul></div> </div> </div> <div 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Selling Transactions Selling transactions in ERPNext encompass a series of actions involved in the sales process, from receiving and processing orders to delivering goods or services to customers and collecting payments. Throughout these transactions, ERPNext facilitates seamless communication with customers, tracks sales activity, updates inventory levels in real-time, and integrates with accounting modules to ensure accurate financial records. Quotation Sales Order Sales Invoice Credit Note Blanket Order Drop Shipping Sales return Delivery Note

# Selling Transactions Edit Page New Page Revisions Page Settings Selling transactions in ERPNext encompass a series of actions involved in the sales process, from receiving and processing orders to delivering goods or services to customers and collecting payments. Throughout these transactions, ERPNext facilitates seamless communication with customers, tracks sales activity, updates inventory levels in real-time, and integrates with accounting modules to ensure accurate financial records. * [Quotation](docs/user/manual/en/quotation) * [Sales Order](docs/user/manual/en/sales-order) * [Sales Invoice](docs/user/manual/en/sales-invoice) * [Credit Note](docs/user/manual/en/credit-note) * [Blanket Order](docs/user/manual/en/blanket-order) * [Drop Shipping](docs/user/manual/en/drop-shipping-in-erpnext) * [Sales return](docs/user/manual/en/sales-return) * [Delivery Note](docs/user/manual/en/delivery-note) ##### Selling Transactions pushkar edited 16 hours ago × Selling transactions in ERPNext encompass a series of actions involved in the sales process, from receiving and processing orders to delivering goods or services to customers and collecting payments. Throughout these transactions, ERPNext facilitates seamless communication with customers, tracks sales activity, updates inventory levels in real-time, and integrates with accounting modules to ensure accurate financial records. * [Quotation](docs/user/manual/en/quotation) * [Sales Order](docs/user/manual/en/sales-order) * [Sales Invoice](docs/user/manual/en/sales-invoice) * [Credit Note](docs/user/manual/en/credit-note) * [Blanket Order](docs/user/manual/en/blanket-order) * [Drop Shipping](docs/user/manual/en/drop-shipping-in-erpnext) * [Sales return](docs/user/manual/en/sales-return) * [Delivery Note](docs/user/manual/en/delivery-note) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Point of Sale

https://docs.erpnext.com/docs/user/manual/en/point-of-sale

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Point of Sale</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>The Point of Sale (POS) module in ERPNext offers a streamlined solution for managing retail transactions efficiently. It seamlessly integrates with inventory management, updating stock levels in real-time and preventing stock discrepancies. ERPNext's POS also supports multiple payment methods, streamlining the payment process for customers and reducing transaction errors.</p><p>With built-in reporting and analytics, businesses can gain valuable insights into sales performance, top-selling items, and customer trends, helping them make informed decisions to improve overall efficiency and profitability in their retail operations.</p><ul><li><p><a href="docs/user/manual/en/pos-profile" rel="noopener noreferrer nofollow" target="_blank">POS Profile</a></p></li><li><p><a href="docs/user/manual/en/point-of-sales" rel="noopener noreferrer nofollow" target="_blank">Point of Sale</a></p></li><li><p>POS Opening Entry</p></li><li><p>POS Closing Entry</p></li><li><p><a href="docs/user/manual/en/pos_invoice_consolidation" rel="noopener noreferrer nofollow" target="_blank">POS Invoice Consolidation</a></p></li><li><p><a href="docs/user/manual/en/loyalty-program" rel="noopener noreferrer nofollow" target="_blank">Loyalty Program</a></p></li><li><p>Loyalty Point Entry</p></li><li><p><a href="docs/user/manual/en/loyalty-points-redemption-in-pos" rel="noopener noreferrer nofollow" target="_blank">Loyalty Program Redemption in POS</a></p></li><li><p>POS Settings</p></li></ul></div> </div> <input value="9amosn7c0d" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Point of Sale</h5> <span class="small text-muted revision-time">pushkar edited 1 week ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div><p>..</p></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/point-of-sale" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Point of Sale The Point of Sale (POS) module in ERPNext offers a streamlined solution for managing retail transactions efficiently. It seamlessly integrates with inventory management, updating stock levels in real-time and preventing stock discrepancies. ERPNext's POS also supports multiple payment methods, streamlining the payment process for customers and reducing transaction errors. With built-in reporting and analytics, businesses can gain valuable insights into sales performance, top-selling items, and customer trends, helping them make informed decisions to improve overall efficiency and profitability in their retail operations. POS Profile Point of Sale POS Opening Entry POS Closing Entry POS Invoice Consolidation Loyalty Program Loyalty Point Entry Loyalty Program Redemption in POS POS Settings

# Point of Sale Edit Page New Page Revisions Page Settings The Point of Sale (POS) module in ERPNext offers a streamlined solution for managing retail transactions efficiently. It seamlessly integrates with inventory management, updating stock levels in real-time and preventing stock discrepancies. ERPNext's POS also supports multiple payment methods, streamlining the payment process for customers and reducing transaction errors. With built-in reporting and analytics, businesses can gain valuable insights into sales performance, top-selling items, and customer trends, helping them make informed decisions to improve overall efficiency and profitability in their retail operations. * [POS Profile](docs/user/manual/en/pos-profile) * [Point of Sale](docs/user/manual/en/point-of-sales) * POS Opening Entry * POS Closing Entry * [POS Invoice Consolidation](docs/user/manual/en/pos_invoice_consolidation) * [Loyalty Program](docs/user/manual/en/loyalty-program) * Loyalty Point Entry * [Loyalty Program Redemption in POS](docs/user/manual/en/loyalty-points-redemption-in-pos) * POS Settings ##### Point of Sale pushkar edited 1 week ago × .. Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Selling Settings

https://docs.erpnext.com/docs/user/manual/en/selling-settings

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Selling Settings </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p>Selling Settings is where you can define properties and validations which will be applied to the masters and transactions involved in the sales cycle.</p> <p>To access Selling Settings, go to:</p> <blockquote> <p>Home &gt; Selling &gt; Settings &gt; Selling Settings</p> </blockquote> <h2 id="customer-defaults">Customer Defaults</h2> <p><img src="/files/Customer%20Defaults.png" alt="Customer Defaults" class="screenshot"></p> <h3 id="1-customer-naming-by">1. Customer Naming By</h3> <p>When a customer is saved, a unique ID is generated for that Customer.</p> <p>By default, Customer ID is generated based on Customer Name. If you wish to save Customer using a naming series, in the field Customer Naming Series, set value as "Naming Series". Example of Customer ID's saved in Naming Series - "CUST00001, CUST00002, CUST00003..." and so on.</p> <p>You can set Naming Series for Customers from:</p> <blockquote> <p>Setup &gt; Data &gt; Naming Series</p> </blockquote> <h3 id="2-default-customer-group">2. Default Customer Group</h3> <p>Select a default Customer Group which will be auto-updated when creating a new Customer.</p> <p>Quotations can be created for the Customers as well as for the Leads. When converting a Quotation into a Sales Order, which is created for a Lead, the system attempts to convert that Lead into a Customer. While creating Customer in the backend, the value for Customer Group is picked from Selling Settings. If no default values are found for Customer Group, then you will receive a validation message asking for the Customer Group. You can also manually convert a Lead into a Customer.</p> <h3 id="3-default-territory">3. Default Territory</h3> <p>Select a default Territory which will be auto-updated when creating a new Customer.</p> <p>Quotations can be created for the Customers as well as for the Leads. When converting a Quotation into a Sales Order, which is created for a Lead, the system attempts to convert that Lead into a Customer. While creating Customer in the backend, the value for Territory is picked from Selling Settings. If no default values are found for Territory, then you will receive a validation message asking for the Territory. You can also manually convert a Lead into a Customer.</p> <h2 id="crm-settings">CRM Settings</h2> <p><img src="/files/CRM%20Settings.png" alt="CRM Settings" class="screenshot"></p> <h3 id="1-campaign-naming-by">1. Campaign Naming By</h3> <p>Just like for Customer, you can also configure the naming methodology for the Campaign master. By default, a campaign will be saved with Campaign Name.</p> <h3 id="2-default-quotation-validity-days">2. Default Quotation Validity Days</h3> <p>Quotations to the customer are valid only for certain days. In the Quotation, you can update Valid Till Date manually. By default, the Valid Till date is auto-set as 30 days from the Quotation's Posting Date. You can change the no. of days in this field as per your business case.</p> <h3 id="3-close-opportunity-after-days">3. Close Opportunity After Days</h3> <p>If there are many Opportunities having a status other than Open, then they will be auto-closed after the no. of days mentioned in this field.</p> <h2 id="item-price-settings">Item Price Settings</h2> <p><img src="/files/Item%20Price%20Settingsdcf22b.png" alt="Item Price Settings" class="screenshot"></p> <h3 id="1-default-price-list">1. Default Price List</h3> <p>Price List set in this field will be auto-updated in the Price List field of sales transactions like Quotation, Sales Order, Delivery Note, and Sales Invoice.</p> <h3 id="2-maintain-same-rate-throughout-sales-cycle">2. Maintain Same Rate Throughout Sales Cycle</h3> <p>If this is enabled, ERPNext will validate whether an Item's price is changing in a Delivery Note or Sales Invoice created from a Sales Order, i.e. it will help you maintain the same rate throughout the sales cycle.</p> <h3 id="3-action-if-same-rate-is-not-maintained-throughout-sales-cycle">3. Action if Same Rate is Not Maintained Throughout Sales Cycle</h3> <p>You can configure the action that system should take if the same rate is not maintained in the "Action If Same Rate is Not Maintained Throughout Sales Cycle" field:</p> <ul> <li><strong>Stop</strong>: ERPNext will stop you from changing the price by throwing a validation error.</li> <li><strong>Warn</strong>: The system will let you save the transaction but warn you with a message if the rate is changed.</li> </ul> <p><strong>Note:</strong> This field will only be visible if <a href="/docs/v13/user/manual/en/selling/selling-settings#2-maintain-same-rate-throughout-sales-cycle">Maintain Same Rate Throughout Sales Cycle</a> is enabled.</p> <h3 id="4-role-allowed-to-override-stop-action">4. Role Allowed to Override Stop Action</h3> <p>Allow users to add role to override "Stop" action for <a href="/docs/v13/user/manual/en/selling/selling-settings#2-maintain-same-rate-throughout-sales-cycle">Maintain Same Rate Throughout Sales Cycle</a>, if <a href="/docs/v13/user/manual/en/selling/selling-settings#3-action-if-same-rate-is-not-maintained-throughout-sales-cycle">Action if Same Rate is Not Maintained</a> was set to Stop.</p> <p><strong>Note:</strong> This field will only be visible if 'Maintain Same Rate Throughout Sales Cycle' is enabled and 'Action if Same Rate is Not Maintained' is set to Stop.</p> <h3 id="5-allow-user-to-edit-price-list-rate-in-transactions">5. Allow User to Edit Price List Rate in Transactions</h3> <p>The item table in sale transactions has a field called Price List Rate. This field is non-editable by default in all the sales transactions. This is to ensure that the price of an item is fetched from Item Price record and the user is not able to edit it.</p> <p>If you need the Item Price fetched from Price List of an item to be editable, you should uncheck this field.</p> <h3 id="6-validate-selling-price-for-item-against-purchase-rate-or-valuation-rate">6. Validate Selling Price for Item Against Purchase Rate or Valuation Rate</h3> <p>When making sales, it's important to know that you're not making losses. Enabling this validation will validate the item's Selling Price with its valuation/buying price. If an item's selling price is found to be less than it's buying price, then you will get a prompt when this checkbox is ticked.</p> <h3 id="7-calculate-product-bundle-price-based-on-child-items-rates">7. Calculate Product Bundle Price based on Child Items' Rates</h3> <p>Enabling this will do the following:</p> <ul> <li>Make the Rate column of all Packed/Bundle Items tables editable.</li> <li>Calculate the prices of all <a href="/docs/v13/user/manual/en/selling/product-bundle">Product Bundles</a> in the Items table, based on the prices of its Child Items, specified in the Packed/Bundle Items table.</li> </ul> <p><strong>Note:</strong> If this is enabled, updating the rate of the Product Bundle in the Items table will not change its price. It will get reset to the price based on its Child Items on saving the doc.</p> <h2 id="transaction-settings">Transaction Settings</h2> <p><img src="/files/Transaction%20Settings34784c.png" alt="Transaction Settings" class="screenshot"></p> <h3 id="1-is-sales-order-required-for-sales-invoice-amp-delivery-note-creation">1. Is Sales Order Required for Sales Invoice &amp; Delivery Note Creation?</h3> <p>If you wish to make Sales Order creation mandatory before the creation of a Sales Invoice or a Delivery Note, then you should set the 'Sales Order Required' field as 'Yes'. By default, this will be 'No'.</p> <p>This configuration can be overridden for a particular customer by enabling the "Allow Sales Invoice Creation Without Sales Order" checkbox in customer master.</p> <h3 id="2-is-delivery-note-required-for-sales-invoice-creation">2. Is Delivery Note Required for Sales Invoice Creation?</h3> <p>To make Delivery Note creation as mandatory before Sales Invoice creation, you should set this field as 'Yes'. By default, this will be 'No'.</p> <p>This configuration can be overridden for a particular customer by enabling the "Allow Sales Invoice Creation Without Delivery Note" checkbox in customer master</p> <h3 id="3-sales-update-frequency">3. Sales Update Frequency</h3> <p>The frequency at which project progress and company transaction details will be updated. By default it is for Each Transaction, you can also set it to Daily or Monthly if you have a lot of transactions every day.</p> <h3 id="4-allow-item-to-be-added-multiple-times-in-a-transaction">4. Allow Item to be Added Multiple Times in a Transaction</h3> <p>This is a validation check which prevents an item from being added multiple times in the same transaction when unchecked. In some cases, this might be an explicit need if so check this box.</p> <h3 id="5-allow-multiple-sales-orders-against-a-customers-purchase-order">5. Allow Multiple Sales Orders Against a Customer's Purchase Order</h3> <p>When creating a Sales Order, you can update the Purchase Order ID and Date received from the Customer. You can create only one Sales Order against the Customer's PO No. and Date. However, if you wish to allow the creation of multiple Sales Orders against the same PO No. of the Customer, tick the checkbox "Allow multiple Sales Orders against a Customer's Purchase Order".</p> <h3 id="6-hide-customers-tax-id-from-sales-transactions">6. Hide Customer's Tax ID from Sales Transactions</h3> <p>As per the statutory requirement, most of the Customers have unique Tax ID assigned to them. They also need to have this tax ID fetched in the selling transactions. However, if you don't wish to use this functionality, you can disable by checking this property.</p> <h3 id="7-calculate-product-bundle-price-based-on-child-items-rates-2">7. Calculate Product Bundle Price Based on Child Items' Rates</h3> <p>On enabling Calculate Product Bundle Price based on Child Items' Rates:</p> <p>The Rate column of Packed Items will be made editable. The rate and price of Product Bundles in the Items table will be updated based on the rates of its child Items.</p> <p>Note: If the Rate of the Product Bundle is changed now, it will get reset to the sum based on the rates of its child items on saving the doc.</p> </div> <input value="9e088052b4" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Selling Settings </h5> <span class="small text-muted revision-time">palkan edited 2 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p>Selling Settings is where you can define properties and validations which will be applied to the masters and transactions involved in the sales cycle.</p> <p>To access Selling Settings, go to:</p> <blockquote> <p>Home &gt; Selling &gt; Settings &gt; Selling Settings</p> </blockquote> <h2 id="customer-defaults">Customer Defaults</h2> <p><img src="/files/Customer%20Defaults.png" alt="Customer Defaults" class="screenshot"></p> <h3 id="1-customer-naming-by">1. Customer Naming By</h3> <p>When a customer is saved, a unique ID is generated for that Customer.</p> <p>By default, Customer ID is generated based on Customer Name. If you wish to save Customer using a naming series, in the field Customer Naming Series, set value as "Naming Series". Example of Customer ID's saved in Naming Series - "CUST00001, CUST00002, CUST00003..." and so on.</p> <p>You can set Naming Series for Customers from:</p> <blockquote> <p>Setup &gt; Data &gt; Naming Series</p> </blockquote> <h3 id="2-default-customer-group">2. Default Customer Group</h3> <p>Select a default Customer Group which will be auto-updated when creating a new Customer.</p> <p>Quotations can be created for the Customers as well as for the Leads. When converting a Quotation into a Sales Order, which is created for a Lead, the system attempts to convert that Lead into a Customer. While creating Customer in the backend, the value for Customer Group is picked from Selling Settings. If no default values are found for Customer Group, then you will receive a validation message asking for the Customer Group. You can also manually convert a Lead into a Customer.</p> <h3 id="3-default-territory">3. Default Territory</h3> <p>Select a default Territory which will be auto-updated when creating a new Customer.</p> <p>Quotations can be created for the Customers as well as for the Leads. When converting a Quotation into a Sales Order, which is created for a Lead, the system attempts to convert that Lead into a Customer. While creating Customer in the backend, the value for Territory is picked from Selling Settings. If no default values are found for Territory, then you will receive a validation message asking for the Territory. You can also manually convert a Lead into a Customer.</p> <h2 id="crm-settings">CRM Settings</h2> <p><img src="/files/CRM%20Settings.png" alt="CRM Settings" class="screenshot"></p> <h3 id="1-campaign-naming-by">1. Campaign Naming By</h3> <p>Just like for Customer, you can also configure the naming methodology for the Campaign master. By default, a campaign will be saved with Campaign Name.</p> <h3 id="2-default-quotation-validity-days">2. Default Quotation Validity Days</h3> <p>Quotations to the customer are valid only for certain days. In the Quotation, you can update Valid Till Date manually. By default, the Valid Till date is auto-set as 30 days from the Quotation's Posting Date. You can change the no. of days in this field as per your business case.</p> <h3 id="3-close-opportunity-after-days">3. Close Opportunity After Days</h3> <p>If there are many Opportunities having a status other than Open, then they will be auto-closed after the no. of days mentioned in this field.</p> <h2 id="item-price-settings">Item Price Settings</h2> <p><img src="/files/Item%20Price%20Settingsdcf22b.png" alt="Item Price Settings" class="screenshot"></p> <h3 id="1-default-price-list">1. Default Price List</h3> <p>Price List set in this field will be auto-updated in the Price List field of sales transactions like Quotation, Sales Order, Delivery Note, and Sales Invoice.</p> <h3 id="2-maintain-same-rate-throughout-sales-cycle">2. Maintain Same Rate Throughout Sales Cycle</h3> <p>If this is enabled, ERPNext will validate whether an Item's price is changing in a Delivery Note or Sales Invoice created from a Sales Order, i.e. it will help you maintain the same rate throughout the sales cycle.</p> <h3 id="3-action-if-same-rate-is-not-maintained-throughout-sales-cycle">3. Action if Same Rate is Not Maintained Throughout Sales Cycle</h3> <p>You can configure the action that system should take if the same rate is not maintained in the "Action If Same Rate is Not Maintained Throughout Sales Cycle" field:</p> <ul> <li><strong>Stop</strong>: ERPNext will stop you from changing the price by throwing a validation error.</li> <li><strong>Warn</strong>: The system will let you save the transaction but warn you with a message if the rate is changed.</li> </ul> <p><strong>Note:</strong> This field will only be visible if <a href="docs/v13/user/manual/en/selling/selling-settings#2-maintain-same-rate-throughout-sales-cycle">Maintain Same Rate Throughout Sales Cycle</a> is enabled.</p> <h3 id="4-role-allowed-to-override-stop-action">4. Role Allowed to Override Stop Action</h3> <p>Allow users to add role to override "Stop" action for <a href="docs/v13/user/manual/en/selling/selling-settings#2-maintain-same-rate-throughout-sales-cycle">Maintain Same Rate Throughout Sales Cycle</a>, if <a href="docs/v13/user/manual/en/selling/selling-settings#3-action-if-same-rate-is-not-maintained-throughout-sales-cycle">Action if Same Rate is Not Maintained</a> was set to Stop.</p> <p><strong>Note:</strong> This field will only be visible if 'Maintain Same Rate Throughout Sales Cycle' is enabled and 'Action if Same Rate is Not Maintained' is set to Stop.</p> <h3 id="5-allow-user-to-edit-price-list-rate-in-transactions">5. Allow User to Edit Price List Rate in Transactions</h3> <p>The item table in sale transactions has a field called Price List Rate. This field is non-editable by default in all the sales transactions. This is to ensure that the price of an item is fetched from Item Price record and the user is not able to edit it.</p> <p>If you need the Item Price fetched from Price List of an item to be editable, you should uncheck this field.</p> <h3 id="6-validate-selling-price-for-item-against-purchase-rate-or-valuation-rate">6. Validate Selling Price for Item Against Purchase Rate or Valuation Rate</h3> <p>When making sales, it's important to know that you're not making losses. Enabling this validation will validate the item's Selling Price with its valuation/buying price. If an item's selling price is found to be less than it's buying price, then you will get a prompt when this checkbox is ticked.</p> <h3 id="7-calculate-product-bundle-price-based-on-child-items-rates">7. Calculate Product Bundle Price based on Child Items' Rates</h3> <p>Enabling this will do the following:</p> <ul> <li>Make the Rate column of all Packed/Bundle Items tables editable.</li> <li>Calculate the prices of all <a href="docs/v13/user/manual/en/selling/product-bundle">Product Bundles</a> in the Items table, based on the prices of its Child Items, specified in the Packed/Bundle Items table.</li> </ul> <p><strong>Note:</strong> If this is enabled, updating the rate of the Product Bundle in the Items table will not change its price. It will get reset to the price based on its Child Items on saving the doc.</p> <h2 id="transaction-settings">Transaction Settings</h2> <p><img src="/files/Transaction%20Settings34784c.png" alt="Transaction Settings" class="screenshot"></p> <h3 id="1-is-sales-order-required-for-sales-invoice-amp-delivery-note-creation">1. Is Sales Order Required for Sales Invoice &amp; Delivery Note Creation?</h3> <p>If you wish to make Sales Order creation mandatory before the creation of a Sales Invoice or a Delivery Note, then you should set the 'Sales Order Required' field as 'Yes'. By default, this will be 'No'.</p> <p>This configuration can be overridden for a particular customer by enabling the "Allow Sales Invoice Creation Without Sales Order" checkbox in customer master.</p> <h3 id="2-is-delivery-note-required-for-sales-invoice-creation">2. Is Delivery Note Required for Sales Invoice Creation?</h3> <p>To make Delivery Note creation as mandatory before Sales Invoice creation, you should set this field as 'Yes'. By default, this will be 'No'.</p> <p>This configuration can be overridden for a particular customer by enabling the "Allow Sales Invoice Creation Without Delivery Note" checkbox in customer master</p> <h3 id="3-sales-update-frequency">3. Sales Update Frequency</h3> <p>The frequency at which project progress and company transaction details will be updated. By default it is for Each Transaction, you can also set it to Daily or Monthly if you have a lot of transactions every day.</p> <h3 id="4-allow-item-to-be-added-multiple-times-in-a-transaction">4. Allow Item to be Added Multiple Times in a Transaction</h3> <p>This is a validation check which prevents an item from being added multiple times in the same transaction when unchecked. In some cases, this might be an explicit need if so check this box.</p> <h3 id="5-allow-multiple-sales-orders-against-a-customers-purchase-order">5. Allow Multiple Sales Orders Against a Customer's Purchase Order</h3> <p>When creating a Sales Order, you can update the Purchase Order ID and Date received from the Customer. You can create only one Sales Order against the Customer's PO No. and Date. However, if you wish to allow the creation of multiple Sales Orders against the same PO No. of the Customer, tick the checkbox "Allow multiple Sales Orders against a Customer's Purchase Order".</p> <h3 id="6-hide-customers-tax-id-from-sales-transactions">6. Hide Customer's Tax ID from Sales Transactions</h3> <p>As per the statutory requirement, most of the Customers have unique Tax ID assigned to them. They also need to have this tax ID fetched in the selling transactions. However, if you don't wish to use this functionality, you can disable by checking this property.</p> <h3 id="7-calculate-product-bundle-price-based-on-child-items-rates-2">7. Calculate Product Bundle Price Based on Child Items' Rates</h3> <p>On enabling Calculate Product Bundle Price based on Child Items' Rates:</p> <p>The Rate column of Packed Items will be made editable. The rate and price of Product Bundles in the Items table will be updated based on the rates of its child Items.</p> <p>Note: If the Rate of the Product Bundle is changed now, it will get reset to the sum based on the rates of its child items on saving the doc.</p> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/selling-settings" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Selling Settings Selling Settings is where you can define properties and validations which will be applied to the masters and transactions involved in the sales cycle. To access Selling Settings, go to: Home > Selling > Settings > Selling Settings Customer Defaults 1. Customer Naming By When a customer is saved, a unique ID is generated for that Customer. By default, Customer ID is generated based on Customer Name. If you wish to save Customer using a naming series, in the field Customer Naming Series, set value as "Naming Series". Example of Customer ID's saved in Naming Series - "CUST00001, CUST00002, CUST00003..." and so on. You can set Naming Series for Customers from: Setup > Data > Naming Series 2. Default Customer Group Select a default Customer Group which will be auto-updated when creating a new Customer. Quotations can be created for the Customers as well as for the Leads. When converting a Quotation into a Sales Order, which is created for a Lead, the system attempts to convert that Lead into a Customer. While creating Customer in the backend, the value for Customer Group is picked from Selling Settings. If no default values are found for Customer Group, then you will receive a validation message asking for the Customer Group. You can also manually convert a Lead into a Customer. 3. Default Territory Select a default Territory which will be auto-updated when creating a new Customer. Quotations can be created for the Customers as well as for the Leads. When converting a Quotation into a Sales Order, which is created for a Lead, the system attempts to convert that Lead into a Customer. While creating Customer in the backend, the value for Territory is picked from Selling Settings. If no default values are found for Territory, then you will receive a validation message asking for the Territory. You can also manually convert a Lead into a Customer. CRM Settings 1. Campaign Naming By Just like for Customer, you can also configure the naming methodology for the Campaign master. By default, a campaign will be saved with Campaign Name. 2. Default Quotation Validity Days Quotations to the customer are valid only for certain days. In the Quotation, you can update Valid Till Date manually. By default, the Valid Till date is auto-set as 30 days from the Quotation's Posting Date. You can change the no. of days in this field as per your business case. 3. Close Opportunity After Days If there are many Opportunities having a status other than Open, then they will be auto-closed after the no. of days mentioned in this field. Item Price Settings 1. Default Price List Price List set in this field will be auto-updated in the Price List field of sales transactions like Quotation, Sales Order, Delivery Note, and Sales Invoice. 2. Maintain Same Rate Throughout Sales Cycle If this is enabled, ERPNext will validate whether an Item's price is changing in a Delivery Note or Sales Invoice created from a Sales Order, i.e. it will help you maintain the same rate throughout the sales cycle. 3. Action if Same Rate is Not Maintained Throughout Sales Cycle You can configure the action that system should take if the same rate is not maintained in the "Action If Same Rate is Not Maintained Throughout Sales Cycle" field: Stop: ERPNext will stop you from changing the price by throwing a validation error. Warn: The system will let you save the transaction but warn you with a message if the rate is changed. Note: This field will only be visible if Maintain Same Rate Throughout Sales Cycle is enabled. 4. Role Allowed to Override Stop Action Allow users to add role to override "Stop" action for Maintain Same Rate Throughout Sales Cycle, if Action if Same Rate is Not Maintained was set to Stop. Note: This field will only be visible if 'Maintain Same Rate Throughout Sales Cycle' is enabled and 'Action if Same Rate is Not Maintained' is set to Stop. 5. Allow User to Edit Price List Rate in Transactions The item table in sale transactions has a field called Price List Rate. This field is non-editable by default in all the sales transactions. This is to ensure that the price of an item is fetched from Item Price record and the user is not able to edit it. If you need the Item Price fetched from Price List of an item to be editable, you should uncheck this field. 6. Validate Selling Price for Item Against Purchase Rate or Valuation Rate When making sales, it's important to know that you're not making losses. Enabling this validation will validate the item's Selling Price with its valuation/buying price. If an item's selling price is found to be less than it's buying price, then you will get a prompt when this checkbox is ticked. 7. Calculate Product Bundle Price based on Child Items' Rates Enabling this will do the following: Make the Rate column of all Packed/Bundle Items tables editable. Calculate the prices of all Product Bundles in the Items table, based on the prices of its Child Items, specified in the Packed/Bundle Items table. Note: If this is enabled, updating the rate of the Product Bundle in the Items table will not change its price. It will get reset to the price based on its Child Items on saving the doc. Transaction Settings 1. Is Sales Order Required for Sales Invoice & Delivery Note Creation? If you wish to make Sales Order creation mandatory before the creation of a Sales Invoice or a Delivery Note, then you should set the 'Sales Order Required' field as 'Yes'. By default, this will be 'No'. This configuration can be overridden for a particular customer by enabling the "Allow Sales Invoice Creation Without Sales Order" checkbox in customer master. 2. Is Delivery Note Required for Sales Invoice Creation? To make Delivery Note creation as mandatory before Sales Invoice creation, you should set this field as 'Yes'. By default, this will be 'No'. This configuration can be overridden for a particular customer by enabling the "Allow Sales Invoice Creation Without Delivery Note" checkbox in customer master 3. Sales Update Frequency The frequency at which project progress and company transaction details will be updated. By default it is for Each Transaction, you can also set it to Daily or Monthly if you have a lot of transactions every day. 4. Allow Item to be Added Multiple Times in a Transaction This is a validation check which prevents an item from being added multiple times in the same transaction when unchecked. In some cases, this might be an explicit need if so check this box. 5. Allow Multiple Sales Orders Against a Customer's Purchase Order When creating a Sales Order, you can update the Purchase Order ID and Date received from the Customer. You can create only one Sales Order against the Customer's PO No. and Date. However, if you wish to allow the creation of multiple Sales Orders against the same PO No. of the Customer, tick the checkbox "Allow multiple Sales Orders against a Customer's Purchase Order". 6. Hide Customer's Tax ID from Sales Transactions As per the statutory requirement, most of the Customers have unique Tax ID assigned to them. They also need to have this tax ID fetched in the selling transactions. However, if you don't wish to use this functionality, you can disable by checking this property. 7. Calculate Product Bundle Price Based on Child Items' Rates On enabling Calculate Product Bundle Price based on Child Items' Rates: The Rate column of Packed Items will be made editable. The rate and price of Product Bundles in the Items table will be updated based on the rates of its child Items. Note: If the Rate of the Product Bundle is changed now, it will get reset to the sum based on the rates of its child items on saving the doc.

# Selling Settings Edit Page New Page Revisions Page Settings Selling Settings is where you can define properties and validations which will be applied to the masters and transactions involved in the sales cycle. To access Selling Settings, go to: > Home > Selling > Settings > Selling Settings ## Customer Defaults  ### 1\. Customer Naming By When a customer is saved, a unique ID is generated for that Customer. By default, Customer ID is generated based on Customer Name. If you wish to save Customer using a naming series, in the field Customer Naming Series, set value as "Naming Series". Example of Customer ID's saved in Naming Series - "CUST00001, CUST00002, CUST00003..." and so on. You can set Naming Series for Customers from: > Setup > Data > Naming Series ### 2\. Default Customer Group Select a default Customer Group which will be auto-updated when creating a new Customer. Quotations can be created for the Customers as well as for the Leads. When converting a Quotation into a Sales Order, which is created for a Lead, the system attempts to convert that Lead into a Customer. While creating Customer in the backend, the value for Customer Group is picked from Selling Settings. If no default values are found for Customer Group, then you will receive a validation message asking for the Customer Group. You can also manually convert a Lead into a Customer. ### 3\. Default Territory Select a default Territory which will be auto-updated when creating a new Customer. Quotations can be created for the Customers as well as for the Leads. When converting a Quotation into a Sales Order, which is created for a Lead, the system attempts to convert that Lead into a Customer. While creating Customer in the backend, the value for Territory is picked from Selling Settings. If no default values are found for Territory, then you will receive a validation message asking for the Territory. You can also manually convert a Lead into a Customer. ## CRM Settings  ### 1\. Campaign Naming By Just like for Customer, you can also configure the naming methodology for the Campaign master. By default, a campaign will be saved with Campaign Name. ### 2\. Default Quotation Validity Days Quotations to the customer are valid only for certain days. In the Quotation, you can update Valid Till Date manually. By default, the Valid Till date is auto-set as 30 days from the Quotation's Posting Date. You can change the no. of days in this field as per your business case. ### 3\. Close Opportunity After Days If there are many Opportunities having a status other than Open, then they will be auto-closed after the no. of days mentioned in this field. ## Item Price Settings  ### 1\. Default Price List Price List set in this field will be auto-updated in the Price List field of sales transactions like Quotation, Sales Order, Delivery Note, and Sales Invoice. ### 2\. Maintain Same Rate Throughout Sales Cycle If this is enabled, ERPNext will validate whether an Item's price is changing in a Delivery Note or Sales Invoice created from a Sales Order, i.e. it will help you maintain the same rate throughout the sales cycle. ### 3\. Action if Same Rate is Not Maintained Throughout Sales Cycle You can configure the action that system should take if the same rate is not maintained in the "Action If Same Rate is Not Maintained Throughout Sales Cycle" field: * **Stop** : ERPNext will stop you from changing the price by throwing a validation error. * **Warn** : The system will let you save the transaction but warn you with a message if the rate is changed. **Note:** This field will only be visible if [Maintain Same Rate Throughout Sales Cycle](/docs/v13/user/manual/en/selling/selling-settings#2-maintain- same-rate-throughout-sales-cycle) is enabled. ### 4\. Role Allowed to Override Stop Action Allow users to add role to override "Stop" action for [Maintain Same Rate Throughout Sales Cycle](/docs/v13/user/manual/en/selling/selling- settings#2-maintain-same-rate-throughout-sales-cycle), if [Action if Same Rate is Not Maintained](/docs/v13/user/manual/en/selling/selling-settings#3-action- if-same-rate-is-not-maintained-throughout-sales-cycle) was set to Stop. **Note:** This field will only be visible if 'Maintain Same Rate Throughout Sales Cycle' is enabled and 'Action if Same Rate is Not Maintained' is set to Stop. ### 5\. Allow User to Edit Price List Rate in Transactions The item table in sale transactions has a field called Price List Rate. This field is non-editable by default in all the sales transactions. This is to ensure that the price of an item is fetched from Item Price record and the user is not able to edit it. If you need the Item Price fetched from Price List of an item to be editable, you should uncheck this field. ### 6\. Validate Selling Price for Item Against Purchase Rate or Valuation Rate When making sales, it's important to know that you're not making losses. Enabling this validation will validate the item's Selling Price with its valuation/buying price. If an item's selling price is found to be less than it's buying price, then you will get a prompt when this checkbox is ticked. ### 7\. Calculate Product Bundle Price based on Child Items' Rates Enabling this will do the following: * Make the Rate column of all Packed/Bundle Items tables editable. * Calculate the prices of all [Product Bundles](/docs/v13/user/manual/en/selling/product-bundle) in the Items table, based on the prices of its Child Items, specified in the Packed/Bundle Items table. **Note:** If this is enabled, updating the rate of the Product Bundle in the Items table will not change its price. It will get reset to the price based on its Child Items on saving the doc. ## Transaction Settings  ### 1\. Is Sales Order Required for Sales Invoice & Delivery Note Creation? If you wish to make Sales Order creation mandatory before the creation of a Sales Invoice or a Delivery Note, then you should set the 'Sales Order Required' field as 'Yes'. By default, this will be 'No'. This configuration can be overridden for a particular customer by enabling the "Allow Sales Invoice Creation Without Sales Order" checkbox in customer master. ### 2\. Is Delivery Note Required for Sales Invoice Creation? To make Delivery Note creation as mandatory before Sales Invoice creation, you should set this field as 'Yes'. By default, this will be 'No'. This configuration can be overridden for a particular customer by enabling the "Allow Sales Invoice Creation Without Delivery Note" checkbox in customer master ### 3\. Sales Update Frequency The frequency at which project progress and company transaction details will be updated. By default it is for Each Transaction, you can also set it to Daily or Monthly if you have a lot of transactions every day. ### 4\. Allow Item to be Added Multiple Times in a Transaction This is a validation check which prevents an item from being added multiple times in the same transaction when unchecked. In some cases, this might be an explicit need if so check this box. ### 5\. Allow Multiple Sales Orders Against a Customer's Purchase Order When creating a Sales Order, you can update the Purchase Order ID and Date received from the Customer. You can create only one Sales Order against the Customer's PO No. and Date. However, if you wish to allow the creation of multiple Sales Orders against the same PO No. of the Customer, tick the checkbox "Allow multiple Sales Orders against a Customer's Purchase Order". ### 6\. Hide Customer's Tax ID from Sales Transactions As per the statutory requirement, most of the Customers have unique Tax ID assigned to them. They also need to have this tax ID fetched in the selling transactions. However, if you don't wish to use this functionality, you can disable by checking this property. ### 7\. Calculate Product Bundle Price Based on Child Items' Rates On enabling Calculate Product Bundle Price based on Child Items' Rates: The Rate column of Packed Items will be made editable. The rate and price of Product Bundles in the Items table will be updated based on the rates of its child Items. Note: If the Rate of the Product Bundle is changed now, it will get reset to the sum based on the rates of its child items on saving the doc. ##### Selling Settings palkan edited 2 years ago × Selling Settings is where you can define properties and validations which will be applied to the masters and transactions involved in the sales cycle. To access Selling Settings, go to: > Home > Selling > Settings > Selling Settings ## Customer Defaults  ### 1\. Customer Naming By When a customer is saved, a unique ID is generated for that Customer. By default, Customer ID is generated based on Customer Name. If you wish to save Customer using a naming series, in the field Customer Naming Series, set value as "Naming Series". Example of Customer ID's saved in Naming Series - "CUST00001, CUST00002, CUST00003..." and so on. You can set Naming Series for Customers from: > Setup > Data > Naming Series ### 2\. Default Customer Group Select a default Customer Group which will be auto-updated when creating a new Customer. Quotations can be created for the Customers as well as for the Leads. When converting a Quotation into a Sales Order, which is created for a Lead, the system attempts to convert that Lead into a Customer. While creating Customer in the backend, the value for Customer Group is picked from Selling Settings. If no default values are found for Customer Group, then you will receive a validation message asking for the Customer Group. You can also manually convert a Lead into a Customer. ### 3\. Default Territory Select a default Territory which will be auto-updated when creating a new Customer. Quotations can be created for the Customers as well as for the Leads. When converting a Quotation into a Sales Order, which is created for a Lead, the system attempts to convert that Lead into a Customer. While creating Customer in the backend, the value for Territory is picked from Selling Settings. If no default values are found for Territory, then you will receive a validation message asking for the Territory. You can also manually convert a Lead into a Customer. ## CRM Settings  ### 1\. Campaign Naming By Just like for Customer, you can also configure the naming methodology for the Campaign master. By default, a campaign will be saved with Campaign Name. ### 2\. Default Quotation Validity Days Quotations to the customer are valid only for certain days. In the Quotation, you can update Valid Till Date manually. By default, the Valid Till date is auto-set as 30 days from the Quotation's Posting Date. You can change the no. of days in this field as per your business case. ### 3\. Close Opportunity After Days If there are many Opportunities having a status other than Open, then they will be auto-closed after the no. of days mentioned in this field. ## Item Price Settings  ### 1\. Default Price List Price List set in this field will be auto-updated in the Price List field of sales transactions like Quotation, Sales Order, Delivery Note, and Sales Invoice. ### 2\. Maintain Same Rate Throughout Sales Cycle If this is enabled, ERPNext will validate whether an Item's price is changing in a Delivery Note or Sales Invoice created from a Sales Order, i.e. it will help you maintain the same rate throughout the sales cycle. ### 3\. Action if Same Rate is Not Maintained Throughout Sales Cycle You can configure the action that system should take if the same rate is not maintained in the "Action If Same Rate is Not Maintained Throughout Sales Cycle" field: * **Stop** : ERPNext will stop you from changing the price by throwing a validation error. * **Warn** : The system will let you save the transaction but warn you with a message if the rate is changed. **Note:** This field will only be visible if [Maintain Same Rate Throughout Sales Cycle](docs/v13/user/manual/en/selling/selling-settings#2-maintain-same- rate-throughout-sales-cycle) is enabled. ### 4\. Role Allowed to Override Stop Action Allow users to add role to override "Stop" action for [Maintain Same Rate Throughout Sales Cycle](docs/v13/user/manual/en/selling/selling- settings#2-maintain-same-rate-throughout-sales-cycle), if [Action if Same Rate is Not Maintained](docs/v13/user/manual/en/selling/selling-settings#3-action- if-same-rate-is-not-maintained-throughout-sales-cycle) was set to Stop. **Note:** This field will only be visible if 'Maintain Same Rate Throughout Sales Cycle' is enabled and 'Action if Same Rate is Not Maintained' is set to Stop. ### 5\. Allow User to Edit Price List Rate in Transactions The item table in sale transactions has a field called Price List Rate. This field is non-editable by default in all the sales transactions. This is to ensure that the price of an item is fetched from Item Price record and the user is not able to edit it. If you need the Item Price fetched from Price List of an item to be editable, you should uncheck this field. ### 6\. Validate Selling Price for Item Against Purchase Rate or Valuation Rate When making sales, it's important to know that you're not making losses. Enabling this validation will validate the item's Selling Price with its valuation/buying price. If an item's selling price is found to be less than it's buying price, then you will get a prompt when this checkbox is ticked. ### 7\. Calculate Product Bundle Price based on Child Items' Rates Enabling this will do the following: * Make the Rate column of all Packed/Bundle Items tables editable. * Calculate the prices of all [Product Bundles](docs/v13/user/manual/en/selling/product-bundle) in the Items table, based on the prices of its Child Items, specified in the Packed/Bundle Items table. **Note:** If this is enabled, updating the rate of the Product Bundle in the Items table will not change its price. It will get reset to the price based on its Child Items on saving the doc. ## Transaction Settings  ### 1\. Is Sales Order Required for Sales Invoice & Delivery Note Creation? If you wish to make Sales Order creation mandatory before the creation of a Sales Invoice or a Delivery Note, then you should set the 'Sales Order Required' field as 'Yes'. By default, this will be 'No'. This configuration can be overridden for a particular customer by enabling the "Allow Sales Invoice Creation Without Sales Order" checkbox in customer master. ### 2\. Is Delivery Note Required for Sales Invoice Creation? To make Delivery Note creation as mandatory before Sales Invoice creation, you should set this field as 'Yes'. By default, this will be 'No'. This configuration can be overridden for a particular customer by enabling the "Allow Sales Invoice Creation Without Delivery Note" checkbox in customer master ### 3\. Sales Update Frequency The frequency at which project progress and company transaction details will be updated. By default it is for Each Transaction, you can also set it to Daily or Monthly if you have a lot of transactions every day. ### 4\. Allow Item to be Added Multiple Times in a Transaction This is a validation check which prevents an item from being added multiple times in the same transaction when unchecked. In some cases, this might be an explicit need if so check this box. ### 5\. Allow Multiple Sales Orders Against a Customer's Purchase Order When creating a Sales Order, you can update the Purchase Order ID and Date received from the Customer. You can create only one Sales Order against the Customer's PO No. and Date. However, if you wish to allow the creation of multiple Sales Orders against the same PO No. of the Customer, tick the checkbox "Allow multiple Sales Orders against a Customer's Purchase Order". ### 6\. Hide Customer's Tax ID from Sales Transactions As per the statutory requirement, most of the Customers have unique Tax ID assigned to them. They also need to have this tax ID fetched in the selling transactions. However, if you don't wish to use this functionality, you can disable by checking this property. ### 7\. Calculate Product Bundle Price Based on Child Items' Rates On enabling Calculate Product Bundle Price based on Child Items' Rates: The Rate column of Packed Items will be made editable. The rate and price of Product Bundles in the Items table will be updated based on the rates of its child Items. Note: If the Rate of the Product Bundle is changed now, it will get reset to the sum based on the rates of its child items on saving the doc. Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Sales Reports

https://docs.erpnext.com/docs/user/manual/en/sales-analytics

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Sales Reports </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p>You can view your company's sales performance, analyze sales data in different views to see the sales performance. With filters, you can dynamically change what is displayed. There are three window areas that make up the Sales Analytics Report-The Filter Toolbar Window, the Graph Window and the Data Window shown as follows:</p> <p>These analytics can be found under:</p> <blockquote> <p>Home &gt; Selling &gt; Key Reports</p> </blockquote> <h2 id="1-sales-analytics-report">1. Sales Analytics Report</h2> <p>Go to <strong>Selling &gt; Analytics &gt; Sales Analytics</strong>. The Sales Analytics report looks like this:</p> <p><img src="/files/sales-analytics-sections.png" alt="Sales Analytics Sections" class="screenshot"></p> <p>The toolbar provides filters to select what data is to be used. Using the dropdown selections, the data displayed can be refined. As the selections are made, data is reflected in the data window as well as the graph window.</p> <p><img src="/files/sales-analytics-filters.png" alt="Sales Analytics Filters" class="screenshot"></p> <p>Within the data window, selections can be made to expand or compress the data to be analyzed. Each box can be selected or unselected. There is no restriction for data comparison, so a higher level can be compared to a lower level.</p> <p><img src="/files/sales-analytics-data-window.gif" alt="Sales Analytics Result" class="screenshot"></p> <p>Using the 'Set Chart' button, you can set values for the X and Y fields, use different type of charts and select a color.</p> <h2 id="2-sales-funnel-report">2. Sales Funnel Report</h2> <p>Go to <strong>Selling &gt; Analytics</strong>. The report "Sales Funnel" provides a sales generation analysis. It displays the progression of stages in the sales process. There are four stages leading up to a Sales Order: Active Leads, Opportunities, Quotations and Converted (has become a Customer).</p> <ul> <li>Active Leads shows the number of all your <strong>Leads</strong>, including all the other stages.</li> <li>Opportunities shows the number of Leads for which an <strong>Opportunity</strong> was created.</li> <li>Quotation shows the number of leads for which a <strong>Quotation</strong> was submitted.</li> <li>Converted shows the number of leads for which a <strong>Quotation</strong> and <strong>Sales Order</strong> was submitted.</li> </ul> <p>The earlier stages usually include the later stages. However, if an earlier stage was skipped, you might see counterintuitive results like two <strong>Quotations</strong> resulting from one <strong>Opportunity</strong> (because it is not mandatory to create an <strong>Opportunity</strong> first).</p> <p><img src="/files/sales-funnel.png" alt="Sales Funnel" class="screenshot"></p> <p>Once a date range has been selected, the graph is updated, the graph reflects the changes and the associated labels.</p> <h2 id="3-customer-acquisition-and-loyalty-report">3. Customer Acquisition and Loyalty Report</h2> <p>Go to <strong>Selling &gt; Analytics</strong>. To understand revenue, it's often helpful to look at the data from a new customer and existing customers standpoint. This report helps visualize customer loyalty. There are two windows within this report: The Filter Window and the Data Window.</p> <p><img src="/files/acquisition-and-loyalty.png" alt="Customer Acquisition and Loyalty" class="screenshot"></p> <p>Accessing the Filter Window, the company and date ranges can be applied. Data is updated in the Data Window as changes are applied.</p> <p>Within the Data Window, columns of information are accessible.</p> <ul> <li><strong>Moving columns</strong>: The columns can be moved, re-arranged by clicking on the column headings and dragging them.</li> <li><strong>Sorting</strong>: To sort the data in columns, click on the right-hand side of a column heading and you'll see options to sort as ascending, descending, reset sorting, or remove a column.</li> <li><strong>Filtering</strong>: The text boxes below the column headings work as instant filters. Enter a number there and all matching records will be shown.</li> </ul> <p><img src="/files/customer-acquisition-and-loyalty.gif" alt="Customer Acquisition and Loyalty" class="screenshot"></p> <p>Under Key Reports there are reports for Inactive Customers, Ordered Items To Be Delivered, Sales Person-wise Transaction Summary, Item-wise Sales History, Quotation Trends, Sales Order Trends in the Selling module.</p> <p>In the Other Reports section there are reports for the following:</p> <ul> <li>Lead Details</li> <li>Customer Addresses And Contacts</li> <li>BOM Search</li> <li>Available Stock for Packing Items</li> <li>Pending SO Items For Purchase Request</li> <li>Customer Credit Balance</li> <li>Customers Without Any Sales Transactions</li> <li>Sales Partners Commission</li> </ul> </div> <input value="90cd421cfd" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Sales Reports </h5> <span class="small text-muted revision-time">Administrator edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/sales-analytics" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Sales Reports You can view your company's sales performance, analyze sales data in different views to see the sales performance. With filters, you can dynamically change what is displayed. There are three window areas that make up the Sales Analytics Report-The Filter Toolbar Window, the Graph Window and the Data Window shown as follows: These analytics can be found under: Home > Selling > Key Reports 1. Sales Analytics Report Go to Selling > Analytics > Sales Analytics. The Sales Analytics report looks like this: The toolbar provides filters to select what data is to be used. Using the dropdown selections, the data displayed can be refined. As the selections are made, data is reflected in the data window as well as the graph window. Within the data window, selections can be made to expand or compress the data to be analyzed. Each box can be selected or unselected. There is no restriction for data comparison, so a higher level can be compared to a lower level. Using the 'Set Chart' button, you can set values for the X and Y fields, use different type of charts and select a color. 2. Sales Funnel Report Go to Selling > Analytics. The report "Sales Funnel" provides a sales generation analysis. It displays the progression of stages in the sales process. There are four stages leading up to a Sales Order: Active Leads, Opportunities, Quotations and Converted (has become a Customer). Active Leads shows the number of all your Leads, including all the other stages. Opportunities shows the number of Leads for which an Opportunity was created. Quotation shows the number of leads for which a Quotation was submitted. Converted shows the number of leads for which a Quotation and Sales Order was submitted. The earlier stages usually include the later stages. However, if an earlier stage was skipped, you might see counterintuitive results like two Quotations resulting from one Opportunity (because it is not mandatory to create an Opportunity first). Once a date range has been selected, the graph is updated, the graph reflects the changes and the associated labels. 3. Customer Acquisition and Loyalty Report Go to Selling > Analytics. To understand revenue, it's often helpful to look at the data from a new customer and existing customers standpoint. This report helps visualize customer loyalty. There are two windows within this report: The Filter Window and the Data Window. Accessing the Filter Window, the company and date ranges can be applied. Data is updated in the Data Window as changes are applied. Within the Data Window, columns of information are accessible. Moving columns: The columns can be moved, re-arranged by clicking on the column headings and dragging them. Sorting: To sort the data in columns, click on the right-hand side of a column heading and you'll see options to sort as ascending, descending, reset sorting, or remove a column. Filtering: The text boxes below the column headings work as instant filters. Enter a number there and all matching records will be shown. Under Key Reports there are reports for Inactive Customers, Ordered Items To Be Delivered, Sales Person-wise Transaction Summary, Item-wise Sales History, Quotation Trends, Sales Order Trends in the Selling module. In the Other Reports section there are reports for the following: Lead Details Customer Addresses And Contacts BOM Search Available Stock for Packing Items Pending SO Items For Purchase Request Customer Credit Balance Customers Without Any Sales Transactions Sales Partners Commission

# Sales Reports Edit Page New Page Revisions Page Settings You can view your company's sales performance, analyze sales data in different views to see the sales performance. With filters, you can dynamically change what is displayed. There are three window areas that make up the Sales Analytics Report-The Filter Toolbar Window, the Graph Window and the Data Window shown as follows: These analytics can be found under: > Home > Selling > Key Reports ## 1\. Sales Analytics Report Go to **Selling > Analytics > Sales Analytics**. The Sales Analytics report looks like this:  The toolbar provides filters to select what data is to be used. Using the dropdown selections, the data displayed can be refined. As the selections are made, data is reflected in the data window as well as the graph window.  Within the data window, selections can be made to expand or compress the data to be analyzed. Each box can be selected or unselected. There is no restriction for data comparison, so a higher level can be compared to a lower level.  Using the 'Set Chart' button, you can set values for the X and Y fields, use different type of charts and select a color. ## 2\. Sales Funnel Report Go to **Selling > Analytics**. The report "Sales Funnel" provides a sales generation analysis. It displays the progression of stages in the sales process. There are four stages leading up to a Sales Order: Active Leads, Opportunities, Quotations and Converted (has become a Customer). * Active Leads shows the number of all your **Leads** , including all the other stages. * Opportunities shows the number of Leads for which an **Opportunity** was created. * Quotation shows the number of leads for which a **Quotation** was submitted. * Converted shows the number of leads for which a **Quotation** and **Sales Order** was submitted. The earlier stages usually include the later stages. However, if an earlier stage was skipped, you might see counterintuitive results like two **Quotations** resulting from one **Opportunity** (because it is not mandatory to create an **Opportunity** first).  Once a date range has been selected, the graph is updated, the graph reflects the changes and the associated labels. ## 3\. Customer Acquisition and Loyalty Report Go to **Selling > Analytics**. To understand revenue, it's often helpful to look at the data from a new customer and existing customers standpoint. This report helps visualize customer loyalty. There are two windows within this report: The Filter Window and the Data Window.  Accessing the Filter Window, the company and date ranges can be applied. Data is updated in the Data Window as changes are applied. Within the Data Window, columns of information are accessible. * **Moving columns** : The columns can be moved, re-arranged by clicking on the column headings and dragging them. * **Sorting** : To sort the data in columns, click on the right-hand side of a column heading and you'll see options to sort as ascending, descending, reset sorting, or remove a column. * **Filtering** : The text boxes below the column headings work as instant filters. Enter a number there and all matching records will be shown.  Under Key Reports there are reports for Inactive Customers, Ordered Items To Be Delivered, Sales Person-wise Transaction Summary, Item-wise Sales History, Quotation Trends, Sales Order Trends in the Selling module. In the Other Reports section there are reports for the following: * Lead Details * Customer Addresses And Contacts * BOM Search * Available Stock for Packing Items * Pending SO Items For Purchase Request * Customer Credit Balance * Customers Without Any Sales Transactions * Sales Partners Commission ##### Sales Reports Administrator edited 3 years ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Delivery Note

https://docs.erpnext.com/docs/user/manual/en/delivery-note

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Delivery Note </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p><strong>A Delivery Note is made when a shipment is shipped from the company’s Warehouse to the customer.</strong></p> <p>A copy of the Delivery Note is usually sent with the transporter. The Delivery Note contains the list of Items that are sent in the shipment and updates the inventory. The Delivery Note is an optional step and a Sales Invoice can be created directly from a Sales Order.</p> <p>To access the Delivery Note list, go to: &gt; Home &gt; Stock &gt; Stock Transactions &gt; Delivery Note</p> <p><img src="/files/delivery-note-flow.png" alt="Delivery Note flow" class="screenshot"></p> <h2 id="1-prerequisites">1. Prerequisites</h2> <p>Before creating and using a Delivery Note, it is advised that you create the following first:</p> <ul> <li><a href="/docs/v13/user/manual/en/selling/sales-order">Sales Order</a></li> </ul> <p>&gt; Note: From version-13 onwards we have introduced immutable ledger which changes the rules for cancellation of stock entries and posting backdated stock transactions in ERPNext. <a href="/docs/v13/user/manual/en/accounts/articles/immutable-ledger-in-erpnext">Learn more here</a>.</p> <h2 id="2-how-to-create-a-delivery-note">2. How to create a Delivery Note</h2> <p>The entry of the Delivery Note is very similar to a Purchase Receipt. It is usually created from a “Submitted” Sales Order (that is not shipped) by clicking on Create &gt; Delivery.</p> <p>To create a Delivery Note <em>manually</em> (not recommended), follow these steps:</p> <ol> <li>Go to the Delivery Note list, click on New.</li> <li>The Customer and Item details can be fetched by clicking on 'Get Items from &gt; Sales Order'.</li> <li>The UOM and Rates will be fetched automatically.</li> <li><p>Save and Submit.</p> <p><img alt="Delivery Note" class="screenshot" src="/files/delivery-note.png"></p></li> </ol> <p>To fetch Items from a Sales Order, click on Get Items from &gt; Sales Order. This will open a popup from where you can search for Sales Orders and select one.</p> <p>You will notice that all the information about unshipped Items and other details are carried over from your Sales Order if you create the Delivery Note from there.</p> <p>You can also edit the posting date and time, the current date and time are set when you create the Delivery Note.</p> <h3 id="21-statuses">2.1 Statuses</h3> <p>These are the statuses a Delivery Note can be in:</p> <ul> <li><strong>Draft</strong>: A draft is saved but yet to be submitted to the system.</li> <li><strong>To Bill</strong>: Yet to be billed using a <a href="/docs/v13/user/manual/en/accounts/sales-invoice">Sales Invoice</a>.</li> <li><strong>Completed</strong>: Submitted and sent all the Items.</li> <li><strong>Return Issued</strong>: All the Items have been returned.</li> <li><strong>Cancelled</strong>: Cancelled the Delivery Note.</li> <li><strong>Closed</strong>: The purpose of the Close is to manage short-closing. For example, your Customer ordered for 20 qty but closed at 15 qty. The remaining 5 is not to be sent or billed.</li> </ul> <h3 id="22-partial-deliveries">2.2 Partial Deliveries</h3> <p>When you create a Delivery Note from a Sales Order, the quantities can be changed. So if the Sales Order contains 10 Items to be delivered and you're delivering only 5 this week and the remaining next week, then you can create 2 Delivery Notes in two weeks.</p> <h3 id="23-from-pick-list">2.3 From Pick List</h3> <p>You can create Delivery Notes in bulk, from Pick Lists also. From a submitted Pick List, click on Create -&gt; Delivery Note. </p> <p><img src="/files/Screenshot%202021-12-29%20at%2012.28.06%20PM.png" alt="" class="screenshot"></p> <p>This would create separate Delivery Notes for Sales Orders, grouped by Customer. If a Pick List Item is not linked to a Sales Order(added manually by user), a separate DN would be created for all those items as well.</p> <h2 id="3-related-actions">3. Related Actions</h2> <h3 id="31-customer-purchase-order-details">3.1 Customer Purchase Order Details</h3> <p>You can enter the Customer's Purchase Order number here for Reference.</p> <h3 id="32-address-and-contact">3.2 Address and Contact</h3> <ul> <li><strong>Shipping Address</strong>: The Customer's address where the Items will be shipped.</li> <li><strong>Contact Person</strong>: If the Customer is an organization, add the Contact person in this field.</li> </ul> <p>For India, the following details can be added for GST:</p> <ul> <li>Customer GSTIN</li> <li>Place of Supply</li> <li>Billing Address GSTIN</li> <li>Company GSTIN</li> <li>Company Address Name</li> </ul> <p><a href="/docs/v13/user/manual/en/CRM/contact">Contacts</a> and <a href="/docs/v13/user/manual/en/CRM/address">Addresses</a> are stored separately so that you can attach multiple Contacts or Addresses to the customer.</p> <h3 id="33-currency-and-price-list">3.3 Currency and Price List</h3> <p>You can set the currency in which the Deliver Note is to be sent. This is usually fetched if set in the Sales Order. If you set a Pricing List, then the item prices will be fetched from that list. Ticking on Ignore Pricing Rule will ignore the Pricing Rules set in Accounts &gt; Pricing Rule.</p> <p>Read about <a href="/docs/v13/user/manual/en/stock/price-lists">Price Lists</a> and <a href="/docs/v13/user/manual/en/accounts/articles/managing-transactions-in-multiple-currency">Multi-Currency Transactions</a> to know more.</p> <h3 id="34-warehouses">3.4 Warehouses</h3> <ul> <li><strong>Set Source Warehouse</strong>: This is where the Items will be sourced from to send to the Customer.</li> <li><strong>To Warehouse</strong>: In a regular Sales scenario, the Item exits your Warehouse and reaches the Customer. However, if you wish to retain sample stock, enter a Warehouse here.</li> </ul> <h3 id="35-items-table">3.5 Items Table</h3> <ul> <li><p><strong>Barcode</strong>: You can track Items using <a href="/docs/v13/user/manual/en/stock/articles/track-items-using-barcode">barcodes</a>.</p></li> <li><p>The Item Code, name, description, Image, and Manufacturer will be fetched from the <a href="/docs/v13/user/manual/en/stock/item">Item master</a>.</p></li> <li><p><strong>Scan Barcode</strong>: You can add Items in the Items table by scanning their barcodes if you have a barcode scanner. Read documentation for <a href="/docs/v13/user/manual/en/stock/articles/track-items-using-barcode">tracking items using barcode</a> to know more.</p></li> <li><p><strong>Discount and Margin</strong>: You can apply a discount on individual Items percentage-wise or the total amount of the Item. Read <a href="/docs/v13/user/manual/en/selling/articles/applying-discount">Applying Discount</a> for more details.</p></li> <li><p><strong>Rate</strong>: The Rate is fetched if set in the <a href="/docs/v13/user/manual/en/stock/price-lists">Price List</a> and the total Amount is calculated.</p></li> <li><p><strong>Item Tax Template</strong>: You can set an Item Tax Template to apply a specific Tax amount to this particular Item. To know more, visit <a href="/docs/v13/user/manual/en/accounts/item-tax-template">this page</a>.</p></li> <li><p>The Item Weight details per unit and Weight UOM are fetched if set in the Item master.</p></li> <li><p><strong>Warehouse and Reference</strong>: The Warehouse from which the Items are sent to the Customer is shown. Also, a Sales Order will be shown if this Delivery Note was the creation flow: 'Sales Order &gt; Deliver Note'.</p></li> <li><p><strong>Batch No and Serial No</strong>: If your Item is serialized or batched, you will have to enter <a href="/docs/v13/user/manual/en/stock/serial-no">Serial Number</a> and <a href="/docs/v13/user/manual/en/stock/batch">Batch</a> in the Items table. You are allowed to enter multiple Serial Numbers in one row (each on a separate line) and you must enter the same number of Serial Numbers as the quantity.</p> <p>The 'Available Qty at From Warehouse', 'Available Batch Qty at From Warehouse', and 'Installed Qty' will be shown. To know more about installation, visit the <a href="/docs/v13/user/manual/en/stock/installation-note">Installation Note</a> page.</p> <p><strong>Note</strong>: The Item has to be serialized or batched for these features to work. If the Item is serialized a popup will appear where you can enter the Serial Numbers.</p></li> <li><p>Expense Account is the account from which the amount will be debited. Ticking on 'Allow Zero Valuation Rate' will allow submitting the Delivery Note even if the Valuation Rate of the Item is 0. This can be a sample item or due to a mutual understanding with your Supplier.</p></li> <li><p>Accounting Dimensions help to tag each transaction with different Dimensions without the need for creating new Cost Centers. You need to create Accounting Dimensions first, to know more, visit <a href="/docs/v13/user/manual/en/accounts/accounting-dimensions">this page</a>.</p></li> <li><p><strong>Page Break</strong> will create a page break just before this Item when printing.</p></li> </ul> <h3 id="36-tracking-quality-inspection">3.6 Tracking Quality Inspection</h3> <p>If for certain Items, it is mandatory to record Quality Inspections (if you have set it in your Item master), you will need to update the “Quality Inspection" field. The system will only allow you to “Submit” the Delivery Note if you update the “Quality Inspection”.</p> <p>After enabling Inspection Criteria in the <a href="/docs/v13/user/manual/en/stock/item#216-inspection-criteria">Item form</a> for Sales and attaching a Quality Inspection Template there, Quality Inspections can be recorded in Delivery Notes.</p> <h3 id="37-taxes-and-charges">3.7 Taxes and Charges</h3> <p>The Taxes and Charges will be fetched from the <a href="/docs/v13/user/manual/en/buying/purchase-order">Sales Order</a>.</p> <p>Visit the <a href="/docs/v13/user/manual/en/selling/sales-taxes-and-charges-template">Sales Taxes and Charges Template</a> page to know more about taxes.</p> <p>The total taxes and charges will be displayed below the table.</p> <p>To add taxes automatically via a Tax Category, visit <a href="/docs/v13/user/manual/en/accounts/tax-category">this page</a>.</p> <p>Make sure to mark all your taxes in the Taxes and Charges table correctly for an accurate valuation.</p> <h4 id="shipping-rule">Shipping Rule</h4> <p>A Shipping Rule helps set the cost of shipping an Item. The cost will usually increase with the distance of shipping. To know more, visit the <a href="/docs/v13/user/manual/en/selling/shipping-rule">Shipping Rule</a> page.</p> <h3 id="38-additional-discount">3.8 Additional Discount</h3> <p>Any additional discounts to the whole order can be set in this section. This discount could be based on the Grand Total i.e., post tax/charges or Net total i.e., pre tax/charges. The additional discount can be applied as a percentage or an amount. Read <a href="/docs/v13/user/manual/en/selling/articles/applying-discount">Applying Discount</a> for more details.</p> <h3 id="39-terms-and-conditions">3.9 Terms and Conditions</h3> <p>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 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> <h3 id="310-transporter-information">3.10 Transporter Information</h3> <p>If you outsource transporting Items to their delivery location, the transporter details can be added. This is not the same as <a href="/docs/v13/user/manual/en/selling/articles/drop-shipping">drop shipping</a>.</p> <ul> <li><strong>Transporter</strong>: The Supplier who will transport the Item to your Customer. The transporter feature should be enabled in the Supplier master to select the <a href="/docs/v13/user/manual/en/buying/supplier">Supplier</a> here.</li> <li><strong>Driver</strong>: You can add a Driver here who will drive the mode of transport.</li> </ul> <p><img src="/files/delivery-note-transport.png" alt="Delivery Note Transport" class="screenshot"></p> <p>The following details can be recorded:</p> <ul> <li>Distance in km</li> <li>Mode of Transport whether road, air, rail, or ship.</li> </ul> <p>For India, GST:</p> <ul> <li>GST Transporter ID</li> <li>Transport Receipt No</li> <li>Vehicle No The GST Vehicle Type can be changed</li> </ul> <p>The Transport Receipt Date and Driver Name will be fetched.</p> <h3 id="311-more-information">3.11 More Information</h3> <p>The Delivery Note can be linked to the following for tracking purposes:</p> <ul> <li><a href="/docs/v13/user/manual/en/projects/project">Project</a></li> <li><a href="/docs/v13/user/manual/en/CRM/campaign">Campaign</a></li> <li><a href="/docs/v13/user/manual/en/CRM/lead_source">Source</a></li> </ul> <h3 id="311-printing-settings">3.11 Printing Settings</h3> <h4 id="letterhead">Letterhead</h4> <p>You can print your Delivery Note on your company's letterhead. Know more <a href="/docs/v13/user/manual/en/setting-up/print/letter-head">here</a>.</p> <p>'Group same items' will group the same items added multiple times in the Items table. This can be seen when your print.</p> <h4 id="print-headings">Print Headings</h4> <p>Purchase Receipt headings can also be changed when printing the document. You can do this by selecting a <strong>Print Heading</strong>. To create new Print Headings go to: Home &gt; Settings &gt; Printing &gt; Print Heading. Know more <a href="/docs/v13/user/manual/en/setting-up/print/print-headings">here</a>.</p> <p>There are additional checkboxes for printing the Delivery Note without the amount, this might be useful when the Item is of high value. You can also group the same Items in one row when printing.</p> <h3 id="312-status">3.12 Status</h3> <p>The status of the document and installation percentage is shown here. Any additional instructions for delivery can be entered here.</p> <h3 id="313-commission">3.13 Commission</h3> <p>If the sale took place via one of your Sales Partners, you can add their commission details here. This is usually fetched from the Sales Order.</p> <h3 id="314-sales-team">3.14 Sales Team</h3> <p><strong>Sales Persons:</strong> ERPNext allows you to add multiple Sales Persons who may have worked on this deal.</p> <p>This is usually fetched from a Sales Order, for example:</p> <p><img alt="Sales Team in Sales Order" class="screenshot" src="/files/so-sales-team.png"></p> <h3 id="315-shipping-packets-or-items-with-product-bundle">3.15 Shipping Packets or Items with Product Bundle</h3> <p>If you are shipping Items that have a <a href="/docs/v13/user/manual/en/selling/product-bundle">Product Bundle</a>, ERPNext will automatically create a “Packing List” table for you based on the sub-Items in that Item.</p> <p>If your Items are serialized, then for Product Bundle type of Items, you will have to update the Serial Number in the “Packing List” table.</p> <h3 id="316-packing-items-into-cases-for-container-shipment">3.16 Packing Items into Cases, for Container Shipment</h3> <p>If you are doing making the delivery via container shipment or by weight, then you can use the Packing Slip to break up your Delivery Note into smaller units. To know more about a Packing Slip, visit <a href="/docs/v13/user/manual/en/stock/packing-slip">this page</a>. go to:</p> <p>You can create multiple Packing Slips for your Delivery Note and ERPNext will ensure that the quantities in the Packing Slip do not exceed the quantities in the Delivery Note. Note that you can create a Packing Slip from a Delivery Note only when the Delivery Note is in the Draft stage.</p> <h3 id="317-after-submitting">3.17 After Submitting</h3> <p>When the Delivery Note is submitted, a Stock Ledger Entry is made for each Item and stock is updated. Pending Quantity in the Sales Order is updated (if applicable).</p> <p>The Dashboard will show the following options:</p> <ul> <li><a href="/docs/v13/user/manual/en/stock/installation-note">Installation Note</a></li> <li><a href="/docs/v13/user/manual/en/stock/sales-return">Sales Return</a></li> <li><a href="/docs/v13/user/manual/en/stock/delivery-trip">Delivery Trip</a></li> <li><a href="/docs/v13/user/manual/en/accounts/sales-invoice">Sales Invoice</a></li> </ul> <p><img src="/files/delivery-note-submit.png" alt="Delivery Note after submit" class="screenshot"></p> <p>&gt; Tip: To disallow the creation of Delivery Notes without a Sales Order against it:</p> <h3 id="318-returning-a-sales-order">3.18 Returning a Sales Order</h3> <p>Once you've delivered a Sales Order using a Delivery Note, you can create a return entry in case the <a href="/docs/v13/user/manual/en/CRM/customer">Customer</a> returns the Item. To know more, visit the <a href="/docs/v13/user/manual/en/stock/sales-return">Sales Return</a> page.</p> <h3 id="319-skipping-delivery-note">3.19 Skipping Delivery Note</h3> <p>If you don't want to create a Delivery Note after a Sales Order and directly want to create a Sales Invoice, enable the feature for it in <a href="/docs/v13/user/manual/en/selling/selling-settings#32-delivery-note-required">Selling Settings</a>.</p> <h3 id="4-related-topics">4. Related Topics</h3> <ol> <li><a href="/docs/v13/user/manual/en/stock/warehouse">Warehouse</a></li> <li><a href="/docs/v13/user/manual/en/stock/articles/delivery-note-stock-error">Delivery Note Stock Error</a></li> <li><a href="/docs/v13/user/manual/en/stock/articles/material-transfer-from-delivery-note">Material Transfer From Delivery Note and Purchase Receipt</a></li> <li><a href="/docs/v13/user/manual/en/stock/installation-note">Installation Note</a></li> <li><a href="/docs/v13/user/manual/en/stock/delivery-trip">Delivery Trip</a></li> </ol> </div> <input value="237161deef" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Delivery Note </h5> <span class="small text-muted revision-time">krithi edited 2 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p><strong>A Delivery Note is made when a shipment is shipped from the company’s Warehouse to the customer.</strong></p> <p>A copy of the Delivery Note is usually sent with the transporter. The Delivery Note contains the list of Items that are sent in the shipment and updates the inventory. The Delivery Note is an optional step and a Sales Invoice can be created directly from a Sales Order.</p> <p>To access the Delivery Note list, go to:</p> <blockquote> <p>Home &gt; Stock &gt; Stock Transactions &gt; Delivery Note</p> </blockquote> <p><img src="/files/delivery-note-flow.png" alt="Delivery Note flow" class="screenshot"></p> <h2 id="1-prerequisites">1. Prerequisites</h2> <p>Before creating and using a Delivery Note, it is advised that you create the following first:</p> <ul> <li><a href="/docs/v13/user/manual/en/selling/sales-order">Sales Order</a></li> </ul> <blockquote> <p>Note: From version-13 onwards we have introduced immutable ledger which changes the rules for cancellation of stock entries and posting backdated stock transactions in ERPNext. <a href="/docs/v13/user/manual/en/accounts/articles/immutable-ledger-in-erpnext">Learn more here</a>.</p> </blockquote> <h2 id="2-how-to-create-a-delivery-note">2. How to create a Delivery Note</h2> <p>The entry of the Delivery Note is very similar to a Purchase Receipt. It is usually created from a “Submitted” Sales Order (that is not shipped) by clicking on Create &gt; Delivery.</p> <p>To create a Delivery Note <em>manually</em> (not recommended), follow these steps:</p> <ol> <li>Go to the Delivery Note list, click on New.</li> <li>The Customer and Item details can be fetched by clicking on 'Get Items from &gt; Sales Order'.</li> <li>The UOM and Rates will be fetched automatically.</li> <li><p>Save and Submit.</p> <p><img class="screenshot" alt="Delivery Note" src="/files/delivery-note.png"></p></li> </ol> <p>To fetch Items from a Sales Order, click on Get Items from &gt; Sales Order. This will open a popup from where you can search for Sales Orders and select one.</p> <p>You will notice that all the information about unshipped Items and other details are carried over from your Sales Order if you create the Delivery Note from there.</p> <p>You can also edit the posting date and time, the current date and time are set when you create the Delivery Note.</p> <h3 id="21-statuses">2.1 Statuses</h3> <p>These are the statuses a Delivery Note can be in:</p> <ul> <li><strong>Draft</strong>: A draft is saved but yet to be submitted to the system.</li> <li><strong>To Bill</strong>: Yet to be billed using a <a href="/docs/v13/user/manual/en/accounts/sales-invoice">Sales Invoice</a>.</li> <li><strong>Completed</strong>: Submitted and sent all the Items.</li> <li><strong>Return Issued</strong>: All the Items have been returned.</li> <li><strong>Cancelled</strong>: Cancelled the Delivery Note.</li> <li><strong>Closed</strong>: The purpose of the Close is to manage short-closing. For example, your Customer ordered for 20 qty but closed at 15 qty. The remaining 5 is not to be sent or billed.</li> </ul> <h3 id="22-partial-deliveries">2.2 Partial Deliveries</h3> <p>When you create a Delivery Note from a Sales Order, the quantities can be changed. So if the Sales Order contains 10 Items to be delivered and you're delivering only 5 this week and the remaining next week, then you can create 2 Delivery Notes in two weeks.</p> <h2 id="3-related-actions">3. Related Actions</h2> <h3 id="31-customer-purchase-order-details">3.1 Customer Purchase Order Details</h3> <p>You can enter the Customer's Purchase Order number here for Reference.</p> <h3 id="32-address-and-contact">3.2 Address and Contact</h3> <ul> <li><strong>Shipping Address</strong>: The Customer's address where the Items will be shipped.</li> <li><strong>Contact Person</strong>: If the Customer is an organization, add the Contact person in this field.</li> </ul> <p>For India, the following details can be added for GST:</p> <ul> <li>Customer GSTIN</li> <li>Place of Supply</li> <li>Billing Address GSTIN</li> <li>Company GSTIN</li> <li>Company Address Name</li> </ul> <p><a href="/docs/v13/user/manual/en/CRM/contact">Contacts</a> and <a href="/docs/v13/user/manual/en/CRM/address">Addresses</a> are stored separately so that you can attach multiple Contacts or Addresses to the customer.</p> <h3 id="33-currency-and-price-list">3.3 Currency and Price List</h3> <p>You can set the currency in which the Deliver Note is to be sent. This is usually fetched if set in the Sales Order. If you set a Pricing List, then the item prices will be fetched from that list. Ticking on Ignore Pricing Rule will ignore the Pricing Rules set in Accounts &gt; Pricing Rule.</p> <p>Read about <a href="/docs/v13/user/manual/en/stock/price-lists">Price Lists</a> and <a href="/docs/v13/user/manual/en/accounts/articles/managing-transactions-in-multiple-currency">Multi-Currency Transactions</a> to know more.</p> <h3 id="34-warehouses">3.4 Warehouses</h3> <ul> <li><strong>Set Source Warehouse</strong>: This is where the Items will be sourced from to send to the Customer.</li> <li><strong>To Warehouse</strong>: In a regular Sales scenario, the Item exits your Warehouse and reaches the Customer. However, if you wish to retain sample stock, enter a Warehouse here.</li> </ul> <h3 id="35-items-table">3.5 Items Table</h3> <ul> <li><p><strong>Barcode</strong>: You can track Items using <a href="/docs/v13/user/manual/en/stock/articles/track-items-using-barcode">barcodes</a>.</p></li> <li><p>The Item Code, name, description, Image, and Manufacturer will be fetched from the <a href="/docs/v13/user/manual/en/stock/item">Item master</a>.</p></li> <li><p><strong>Scan Barcode</strong>: You can add Items in the Items table by scanning their barcodes if you have a barcode scanner. Read documentation for <a href="/docs/v13/user/manual/en/stock/articles/track-items-using-barcode">tracking items using barcode</a> to know more.</p></li> <li><p><strong>Discount and Margin</strong>: You can apply a discount on individual Items percentage-wise or the total amount of the Item. Read <a href="/docs/v13/user/manual/en/selling/articles/applying-discount">Applying Discount</a> for more details.</p></li> <li><p><strong>Rate</strong>: The Rate is fetched if set in the <a href="/docs/v13/user/manual/en/stock/price-lists">Price List</a> and the total Amount is calculated.</p></li> <li><p><strong>Item Tax Template</strong>: You can set an Item Tax Template to apply a specific Tax amount to this particular Item. To know more, visit <a href="/docs/v13/user/manual/en/accounts/item-tax-template">this page</a>.</p></li> <li><p>The Item Weight details per unit and Weight UOM are fetched if set in the Item master.</p></li> <li><p><strong>Warehouse and Reference</strong>: The Warehouse from which the Items are sent to the Customer is shown. Also, a Sales Order will be shown if this Delivery Note was the creation flow: 'Sales Order &gt; Deliver Note'.</p></li> <li><p><strong>Batch No and Serial No</strong>: If your Item is serialized or batched, you will have to enter <a href="/docs/v13/user/manual/en/stock/serial-no">Serial Number</a> and <a href="/docs/v13/user/manual/en/stock/batch">Batch</a> in the Items table. You are allowed to enter multiple Serial Numbers in one row (each on a separate line) and you must enter the same number of Serial Numbers as the quantity.</p> <p>The 'Available Qty at From Warehouse', 'Available Batch Qty at From Warehouse', and 'Installed Qty' will be shown. To know more about installation, visit the <a href="/docs/v13/user/manual/en/stock/installation-note">Installation Note</a> page.</p> <p><strong>Note</strong>: The Item has to be serialized or batched for these features to work. If the Item is serialized a popup will appear where you can enter the Serial Numbers.</p></li> <li><p>Expense Account is the account from which the amount will be debited. Ticking on 'Allow Zero Valuation Rate' will allow submitting the Delivery Note even if the Valuation Rate of the Item is 0. This can be a sample item or due to a mutual understanding with your Supplier.</p></li> <li><p>Accounting Dimensions help to tag each transaction with different Dimensions without the need for creating new Cost Centers. You need to create Accounting Dimensions first, to know more, visit <a href="/docs/v13/user/manual/en/accounts/accounting-dimensions">this page</a>.</p></li> <li><p><strong>Page Break</strong> will create a page break just before this Item when printing.</p></li> </ul> <h3 id="36-tracking-quality-inspection">3.6 Tracking Quality Inspection</h3> <p>If for certain Items, it is mandatory to record Quality Inspections (if you have set it in your Item master), you will need to update the “Quality Inspection" field. The system will only allow you to “Submit” the Delivery Note if you update the “Quality Inspection”.</p> <p>After enabling Inspection Criteria in the <a href="/docs/v13/user/manual/en/stock/item#216-inspection-criteria">Item form</a> for Sales and attaching a Quality Inspection Template there, Quality Inspections can be recorded in Delivery Notes.</p> <h3 id="37-taxes-and-charges">3.7 Taxes and Charges</h3> <p>The Taxes and Charges will be fetched from the <a href="/docs/v13/user/manual/en/buying/purchase-order">Sales Order</a>.</p> <p>Visit the <a href="/docs/v13/user/manual/en/selling/sales-taxes-and-charges-template">Sales Taxes and Charges Template</a> page to know more about taxes.</p> <p>The total taxes and charges will be displayed below the table.</p> <p>To add taxes automatically via a Tax Category, visit <a href="/docs/v13/user/manual/en/accounts/tax-category">this page</a>.</p> <p>Make sure to mark all your taxes in the Taxes and Charges table correctly for an accurate valuation.</p> <h4 id="shipping-rule">Shipping Rule</h4> <p>A Shipping Rule helps set the cost of shipping an Item. The cost will usually increase with the distance of shipping. To know more, visit the <a href="/docs/v13/user/manual/en/selling/shipping-rule">Shipping Rule</a> page.</p> <h3 id="38-additional-discount">3.8 Additional Discount</h3> <p>Any additional discounts to the whole order can be set in this section. This discount could be based on the Grand Total i.e., post tax/charges or Net total i.e., pre tax/charges. The additional discount can be applied as a percentage or an amount. Read <a href="/docs/v13/user/manual/en/selling/articles/applying-discount">Applying Discount</a> for more details.</p> <h3 id="39-terms-and-conditions">3.9 Terms and Conditions</h3> <p>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 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> <h3 id="310-transporter-information">3.10 Transporter Information</h3> <p>If you outsource transporting Items to their delivery location, the transporter details can be added. This is not the same as <a href="/docs/v13/user/manual/en/selling/articles/drop-shipping">drop shipping</a>.</p> <ul> <li><strong>Transporter</strong>: The Supplier who will transport the Item to your Customer. The transporter feature should be enabled in the Supplier master to select the <a href="/docs/v13/user/manual/en/buying/supplier">Supplier</a> here.</li> <li><strong>Driver</strong>: You can add a Driver here who will drive the mode of transport.</li> </ul> <p><img src="/files/delivery-note-transport.png" alt="Delivery Note Transport" class="screenshot"></p> <p>The following details can be recorded:</p> <ul> <li>Distance in km</li> <li>Mode of Transport whether road, air, rail, or ship.</li> </ul> <p>For India, GST:</p> <ul> <li>GST Transporter ID</li> <li>Transport Receipt No</li> <li>Vehicle No The GST Vehicle Type can be changed</li> </ul> <p>The Transport Receipt Date and Driver Name will be fetched.</p> <h3 id="311-more-information">3.11 More Information</h3> <p>The Delivery Note can be linked to the following for tracking purposes:</p> <ul> <li><a href="/docs/v13/user/manual/en/projects/project">Project</a></li> <li><a href="/docs/v13/user/manual/en/CRM/campaign">Campaign</a></li> <li><a href="/docs/v13/user/manual/en/CRM/lead_source">Source</a></li> </ul> <h3 id="311-printing-settings">3.11 Printing Settings</h3> <h4 id="letterhead">Letterhead</h4> <p>You can print your Delivery Note on your company's letterhead. Know more <a href="/docs/v13/user/manual/en/setting-up/print/letter-head">here</a>.</p> <p>'Group same items' will group the same items added multiple times in the Items table. This can be seen when your print.</p> <h4 id="print-headings">Print Headings</h4> <p>Purchase Receipt headings can also be changed when printing the document. You can do this by selecting a <strong>Print Heading</strong>. To create new Print Headings go to: Home &gt; Settings &gt; Printing &gt; Print Heading. Know more <a href="/docs/v13/user/manual/en/setting-up/print/print-headings">here</a>.</p> <p>There are additional checkboxes for printing the Delivery Note without the amount, this might be useful when the Item is of high value. You can also group the same Items in one row when printing.</p> <h3 id="312-status">3.12 Status</h3> <p>The status of the document and installation percentage is shown here. Any additional instructions for delivery can be entered here.</p> <h3 id="313-commission">3.13 Commission</h3> <p>If the sale took place via one of your Sales Partners, you can add their commission details here. This is usually fetched from the Sales Order.</p> <h3 id="314-sales-team">3.14 Sales Team</h3> <p><strong>Sales Persons:</strong> ERPNext allows you to add multiple Sales Persons who may have worked on this deal.</p> <p>This is usually fetched from a Sales Order, for example:</p> <p><img class="screenshot" alt="Sales Team in Sales Order" src="/files/so-sales-team.png"></p> <h3 id="315-shipping-packets-or-items-with-product-bundle">3.15 Shipping Packets or Items with Product Bundle</h3> <p>If you are shipping Items that have a <a href="/docs/v13/user/manual/en/selling/product-bundle">Product Bundle</a>, ERPNext will automatically create a “Packing List” table for you based on the sub-Items in that Item.</p> <p>If your Items are serialized, then for Product Bundle type of Items, you will have to update the Serial Number in the “Packing List” table.</p> <h3 id="316-packing-items-into-cases-for-container-shipment">3.16 Packing Items into Cases, for Container Shipment</h3> <p>If you are doing making the delivery via container shipment or by weight, then you can use the Packing Slip to break up your Delivery Note into smaller units. To know more about a Packing Slip, visit <a href="/docs/v13/user/manual/en/stock/packing-slip">this page</a>. go to:</p> <p>You can create multiple Packing Slips for your Delivery Note and ERPNext will ensure that the quantities in the Packing Slip do not exceed the quantities in the Delivery Note. Note that you can create a Packing Slip from a Delivery Note only when the Delivery Note is in the Draft stage.</p> <h3 id="317-after-submitting">3.17 After Submitting</h3> <p>When the Delivery Note is submitted, a Stock Ledger Entry is made for each Item and stock is updated. Pending Quantity in the Sales Order is updated (if applicable).</p> <p>The Dashboard will show the following options:</p> <ul> <li><a href="/docs/v13/user/manual/en/stock/installation-note">Installation Note</a></li> <li><a href="/docs/v13/user/manual/en/stock/sales-return">Sales Return</a></li> <li><a href="/docs/v13/user/manual/en/stock/delivery-trip">Delivery Trip</a></li> <li><a href="/docs/v13/user/manual/en/accounts/sales-invoice">Sales Invoice</a></li> </ul> <p><img src="/files/delivery-note-submit.png" alt="Delivery Note after submit" class="screenshot"></p> <blockquote> <p>Tip: To disallow the creation of Delivery Notes without a Sales Order against it:</p> </blockquote> <h3 id="318-returning-a-sales-order">3.18 Returning a Sales Order</h3> <p>Once you've delivered a Sales Order using a Delivery Note, you can create a return entry in case the <a href="/docs/v13/user/manual/en/CRM/customer">Customer</a> returns the Item. To know more, visit the <a href="/docs/v13/user/manual/en/stock/sales-return">Sales Return</a> page.</p> <h3 id="319-skipping-delivery-note">3.19 Skipping Delivery Note</h3> <p>If you don't want to create a Delivery Note after a Sales Order and directly want to create a Sales Invoice, enable the feature for it in <a href="/docs/v13/user/manual/en/selling/selling-settings#32-delivery-note-required">Selling Settings</a>.</p> <h3 id="4-related-topics">4. Related Topics</h3> <ol> <li><a href="/docs/v13/user/manual/en/stock/warehouse">Warehouse</a></li> <li><a href="/docs/v13/user/manual/en/stock/articles/delivery-note-stock-error">Delivery Note Stock Error</a></li> <li><a href="/docs/v13/user/manual/en/stock/articles/material-transfer-from-delivery-note">Material Transfer From Delivery Note and Purchase Receipt</a></li> <li><a href="/docs/v13/user/manual/en/stock/installation-note">Installation Note</a></li> <li><a href="/docs/v13/user/manual/en/stock/delivery-trip">Delivery Trip</a></li> </ol> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/delivery-note" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Delivery Note A Delivery Note is made when a shipment is shipped from the company’s Warehouse to the customer. A copy of the Delivery Note is usually sent with the transporter. The Delivery Note contains the list of Items that are sent in the shipment and updates the inventory. The Delivery Note is an optional step and a Sales Invoice can be created directly from a Sales Order. To access the Delivery Note list, go to: > Home > Stock > Stock Transactions > Delivery Note 1. Prerequisites Before creating and using a Delivery Note, it is advised that you create the following first: Sales Order > Note: From version-13 onwards we have introduced immutable ledger which changes the rules for cancellation of stock entries and posting backdated stock transactions in ERPNext. Learn more here. 2. How to create a Delivery Note The entry of the Delivery Note is very similar to a Purchase Receipt. It is usually created from a “Submitted” Sales Order (that is not shipped) by clicking on Create > Delivery. To create a Delivery Note manually (not recommended), follow these steps: Go to the Delivery Note list, click on New. The Customer and Item details can be fetched by clicking on 'Get Items from > Sales Order'. The UOM and Rates will be fetched automatically. Save and Submit. To fetch Items from a Sales Order, click on Get Items from > Sales Order. This will open a popup from where you can search for Sales Orders and select one. You will notice that all the information about unshipped Items and other details are carried over from your Sales Order if you create the Delivery Note from there. You can also edit the posting date and time, the current date and time are set when you create the Delivery Note. 2.1 Statuses These are the statuses a Delivery Note can be in: Draft: A draft is saved but yet to be submitted to the system. To Bill: Yet to be billed using a Sales Invoice. Completed: Submitted and sent all the Items. Return Issued: All the Items have been returned. Cancelled: Cancelled the Delivery Note. Closed: The purpose of the Close is to manage short-closing. For example, your Customer ordered for 20 qty but closed at 15 qty. The remaining 5 is not to be sent or billed. 2.2 Partial Deliveries When you create a Delivery Note from a Sales Order, the quantities can be changed. So if the Sales Order contains 10 Items to be delivered and you're delivering only 5 this week and the remaining next week, then you can create 2 Delivery Notes in two weeks. 2.3 From Pick List You can create Delivery Notes in bulk, from Pick Lists also. From a submitted Pick List, click on Create -> Delivery Note. This would create separate Delivery Notes for Sales Orders, grouped by Customer. If a Pick List Item is not linked to a Sales Order(added manually by user), a separate DN would be created for all those items as well. 3. Related Actions 3.1 Customer Purchase Order Details You can enter the Customer's Purchase Order number here for Reference. 3.2 Address and Contact Shipping Address: The Customer's address where the Items will be shipped. Contact Person: If the Customer is an organization, add the Contact person in this field. For India, the following details can be added for GST: Customer GSTIN Place of Supply Billing Address GSTIN Company GSTIN Company Address Name Contacts and Addresses are stored separately so that you can attach multiple Contacts or Addresses to the customer. 3.3 Currency and Price List You can set the currency in which the Deliver Note is to be sent. This is usually fetched if set in the Sales Order. If you set a Pricing List, then the item prices will be fetched from that list. Ticking on Ignore Pricing Rule will ignore the Pricing Rules set in Accounts > Pricing Rule. Read about Price Lists and Multi-Currency Transactions to know more. 3.4 Warehouses Set Source Warehouse: This is where the Items will be sourced from to send to the Customer. To Warehouse: In a regular Sales scenario, the Item exits your Warehouse and reaches the Customer. However, if you wish to retain sample stock, enter a Warehouse here. 3.5 Items Table Barcode: You can track Items using barcodes. The Item Code, name, description, Image, and Manufacturer will be fetched from the Item master. Scan Barcode: You can add Items in the Items table by scanning their barcodes if you have a barcode scanner. Read documentation for tracking items using barcode to know more. Discount and Margin: You can apply a discount on individual Items percentage-wise or the total amount of the Item. Read Applying Discount for more details. Rate: The Rate is fetched if set in the Price List and the total Amount is calculated. Item Tax Template: You can set an Item Tax Template to apply a specific Tax amount to this particular Item. To know more, visit this page. The Item Weight details per unit and Weight UOM are fetched if set in the Item master. Warehouse and Reference: The Warehouse from which the Items are sent to the Customer is shown. Also, a Sales Order will be shown if this Delivery Note was the creation flow: 'Sales Order > Deliver Note'. Batch No and Serial No: If your Item is serialized or batched, you will have to enter Serial Number and Batch in the Items table. You are allowed to enter multiple Serial Numbers in one row (each on a separate line) and you must enter the same number of Serial Numbers as the quantity. The 'Available Qty at From Warehouse', 'Available Batch Qty at From Warehouse', and 'Installed Qty' will be shown. To know more about installation, visit the Installation Note page. Note: The Item has to be serialized or batched for these features to work. If the Item is serialized a popup will appear where you can enter the Serial Numbers. Expense Account is the account from which the amount will be debited. Ticking on 'Allow Zero Valuation Rate' will allow submitting the Delivery Note even if the Valuation Rate of the Item is 0. This can be a sample item or due to a mutual understanding with your Supplier. Accounting Dimensions help to tag each transaction with different Dimensions without the need for creating new Cost Centers. You need to create Accounting Dimensions first, to know more, visit this page. Page Break will create a page break just before this Item when printing. 3.6 Tracking Quality Inspection If for certain Items, it is mandatory to record Quality Inspections (if you have set it in your Item master), you will need to update the “Quality Inspection" field. The system will only allow you to “Submit” the Delivery Note if you update the “Quality Inspection”. After enabling Inspection Criteria in the Item form for Sales and attaching a Quality Inspection Template there, Quality Inspections can be recorded in Delivery Notes. 3.7 Taxes and Charges The Taxes and Charges will be fetched from the Sales Order. Visit the Sales Taxes and Charges Template page to know more about taxes. The total taxes and charges will be displayed below the table. To add taxes automatically via a Tax Category, visit this page. Make sure to mark all your taxes in the Taxes and Charges table correctly for an accurate valuation. Shipping Rule A Shipping Rule helps set the cost of shipping an Item. The cost will usually increase with the distance of shipping. To know more, visit the Shipping Rule page. 3.8 Additional Discount Any additional discounts to the whole order can be set in this section. This discount could be based on the Grand Total i.e., post tax/charges or Net total i.e., pre tax/charges. The additional discount can be applied as a percentage or an amount. Read Applying Discount for more details. 3.9 Terms and Conditions 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 to transactions and they will appear when printing the document. To know about Terms and Conditions, click here 3.10 Transporter Information If you outsource transporting Items to their delivery location, the transporter details can be added. This is not the same as drop shipping. Transporter: The Supplier who will transport the Item to your Customer. The transporter feature should be enabled in the Supplier master to select the Supplier here. Driver: You can add a Driver here who will drive the mode of transport. The following details can be recorded: Distance in km Mode of Transport whether road, air, rail, or ship. For India, GST: GST Transporter ID Transport Receipt No Vehicle No The GST Vehicle Type can be changed The Transport Receipt Date and Driver Name will be fetched. 3.11 More Information The Delivery Note can be linked to the following for tracking purposes: Project Campaign Source 3.11 Printing Settings Letterhead You can print your Delivery Note on your company's letterhead. Know more here. 'Group same items' will group the same items added multiple times in the Items table. This can be seen when your print. Print Headings Purchase Receipt headings can also be changed when printing the document. You can do this by selecting a Print Heading. To create new Print Headings go to: Home > Settings > Printing > Print Heading. Know more here. There are additional checkboxes for printing the Delivery Note without the amount, this might be useful when the Item is of high value. You can also group the same Items in one row when printing. 3.12 Status The status of the document and installation percentage is shown here. Any additional instructions for delivery can be entered here. 3.13 Commission If the sale took place via one of your Sales Partners, you can add their commission details here. This is usually fetched from the Sales Order. 3.14 Sales Team Sales Persons: ERPNext allows you to add multiple Sales Persons who may have worked on this deal. This is usually fetched from a Sales Order, for example: 3.15 Shipping Packets or Items with Product Bundle If you are shipping Items that have a Product Bundle, ERPNext will automatically create a “Packing List” table for you based on the sub-Items in that Item. If your Items are serialized, then for Product Bundle type of Items, you will have to update the Serial Number in the “Packing List” table. 3.16 Packing Items into Cases, for Container Shipment If you are doing making the delivery via container shipment or by weight, then you can use the Packing Slip to break up your Delivery Note into smaller units. To know more about a Packing Slip, visit this page. go to: You can create multiple Packing Slips for your Delivery Note and ERPNext will ensure that the quantities in the Packing Slip do not exceed the quantities in the Delivery Note. Note that you can create a Packing Slip from a Delivery Note only when the Delivery Note is in the Draft stage. 3.17 After Submitting When the Delivery Note is submitted, a Stock Ledger Entry is made for each Item and stock is updated. Pending Quantity in the Sales Order is updated (if applicable). The Dashboard will show the following options: Installation Note Sales Return Delivery Trip Sales Invoice > Tip: To disallow the creation of Delivery Notes without a Sales Order against it: 3.18 Returning a Sales Order Once you've delivered a Sales Order using a Delivery Note, you can create a return entry in case the Customer returns the Item. To know more, visit the Sales Return page. 3.19 Skipping Delivery Note If you don't want to create a Delivery Note after a Sales Order and directly want to create a Sales Invoice, enable the feature for it in Selling Settings. 4. Related Topics Warehouse Delivery Note Stock Error Material Transfer From Delivery Note and Purchase Receipt Installation Note Delivery Trip

# Delivery Note Edit Page New Page Revisions Page Settings **A Delivery Note is made when a shipment is shipped from the company’s Warehouse to the customer.** A copy of the Delivery Note is usually sent with the transporter. The Delivery Note contains the list of Items that are sent in the shipment and updates the inventory. The Delivery Note is an optional step and a Sales Invoice can be created directly from a Sales Order. To access the Delivery Note list, go to: > Home > Stock > Stock Transactions > Delivery Note  ## 1\. Prerequisites Before creating and using a Delivery Note, it is advised that you create the following first: * [Sales Order](/docs/v13/user/manual/en/selling/sales-order) > Note: From version-13 onwards we have introduced immutable ledger which > changes the rules for cancellation of stock entries and posting backdated > stock transactions in ERPNext. [Learn more > here](/docs/v13/user/manual/en/accounts/articles/immutable-ledger-in- > erpnext). ## 2\. How to create a Delivery Note The entry of the Delivery Note is very similar to a Purchase Receipt. It is usually created from a “Submitted” Sales Order (that is not shipped) by clicking on Create > Delivery. To create a Delivery Note _manually_ (not recommended), follow these steps: 1. Go to the Delivery Note list, click on New. 2. The Customer and Item details can be fetched by clicking on 'Get Items from > Sales Order'. 3. The UOM and Rates will be fetched automatically. 4. Save and Submit.  To fetch Items from a Sales Order, click on Get Items from > Sales Order. This will open a popup from where you can search for Sales Orders and select one. You will notice that all the information about unshipped Items and other details are carried over from your Sales Order if you create the Delivery Note from there. You can also edit the posting date and time, the current date and time are set when you create the Delivery Note. ### 2.1 Statuses These are the statuses a Delivery Note can be in: * **Draft** : A draft is saved but yet to be submitted to the system. * **To Bill** : Yet to be billed using a [Sales Invoice](/docs/v13/user/manual/en/accounts/sales-invoice). * **Completed** : Submitted and sent all the Items. * **Return Issued** : All the Items have been returned. * **Cancelled** : Cancelled the Delivery Note. * **Closed** : The purpose of the Close is to manage short-closing. For example, your Customer ordered for 20 qty but closed at 15 qty. The remaining 5 is not to be sent or billed. ### 2.2 Partial Deliveries When you create a Delivery Note from a Sales Order, the quantities can be changed. So if the Sales Order contains 10 Items to be delivered and you're delivering only 5 this week and the remaining next week, then you can create 2 Delivery Notes in two weeks. ### 2.3 From Pick List You can create Delivery Notes in bulk, from Pick Lists also. From a submitted Pick List, click on Create -> Delivery Note.  This would create separate Delivery Notes for Sales Orders, grouped by Customer. If a Pick List Item is not linked to a Sales Order(added manually by user), a separate DN would be created for all those items as well. ## 3\. Related Actions ### 3.1 Customer Purchase Order Details You can enter the Customer's Purchase Order number here for Reference. ### 3.2 Address and Contact * **Shipping Address** : The Customer's address where the Items will be shipped. * **Contact Person** : If the Customer is an organization, add the Contact person in this field. For India, the following details can be added for GST: * Customer GSTIN * Place of Supply * Billing Address GSTIN * Company GSTIN * Company Address Name [Contacts](/docs/v13/user/manual/en/CRM/contact) and [Addresses](/docs/v13/user/manual/en/CRM/address) are stored separately so that you can attach multiple Contacts or Addresses to the customer. ### 3.3 Currency and Price List You can set the currency in which the Deliver Note is to be sent. This is usually fetched if set in the Sales Order. If you set a Pricing List, then the item prices will be fetched from that list. Ticking on Ignore Pricing Rule will ignore the Pricing Rules set in Accounts > Pricing Rule. Read about [Price Lists](/docs/v13/user/manual/en/stock/price-lists) and [Multi-Currency Transactions](/docs/v13/user/manual/en/accounts/articles/managing- transactions-in-multiple-currency) to know more. ### 3.4 Warehouses * **Set Source Warehouse** : This is where the Items will be sourced from to send to the Customer. * **To Warehouse** : In a regular Sales scenario, the Item exits your Warehouse and reaches the Customer. However, if you wish to retain sample stock, enter a Warehouse here. ### 3.5 Items Table * **Barcode** : You can track Items using [barcodes](/docs/v13/user/manual/en/stock/articles/track-items-using-barcode). * The Item Code, name, description, Image, and Manufacturer will be fetched from the [Item master](/docs/v13/user/manual/en/stock/item). * **Scan Barcode** : You can add Items in the Items table by scanning their barcodes if you have a barcode scanner. Read documentation for [tracking items using barcode](/docs/v13/user/manual/en/stock/articles/track-items-using-barcode) to know more. * **Discount and Margin** : You can apply a discount on individual Items percentage-wise or the total amount of the Item. Read [Applying Discount](/docs/v13/user/manual/en/selling/articles/applying-discount) for more details. * **Rate** : The Rate is fetched if set in the [Price List](/docs/v13/user/manual/en/stock/price-lists) and the total Amount is calculated. * **Item Tax Template** : You can set an Item Tax Template to apply a specific Tax amount to this particular Item. To know more, visit [this page](/docs/v13/user/manual/en/accounts/item-tax-template). * The Item Weight details per unit and Weight UOM are fetched if set in the Item master. * **Warehouse and Reference** : The Warehouse from which the Items are sent to the Customer is shown. Also, a Sales Order will be shown if this Delivery Note was the creation flow: 'Sales Order > Deliver Note'. * **Batch No and Serial No** : If your Item is serialized or batched, you will have to enter [Serial Number](/docs/v13/user/manual/en/stock/serial-no) and [Batch](/docs/v13/user/manual/en/stock/batch) in the Items table. You are allowed to enter multiple Serial Numbers in one row (each on a separate line) and you must enter the same number of Serial Numbers as the quantity. The 'Available Qty at From Warehouse', 'Available Batch Qty at From Warehouse', and 'Installed Qty' will be shown. To know more about installation, visit the [Installation Note](/docs/v13/user/manual/en/stock/installation-note) page. **Note** : The Item has to be serialized or batched for these features to work. If the Item is serialized a popup will appear where you can enter the Serial Numbers. * Expense Account is the account from which the amount will be debited. Ticking on 'Allow Zero Valuation Rate' will allow submitting the Delivery Note even if the Valuation Rate of the Item is 0. This can be a sample item or due to a mutual understanding with your Supplier. * Accounting Dimensions help to tag each transaction with different Dimensions without the need for creating new Cost Centers. You need to create Accounting Dimensions first, to know more, visit [this page](/docs/v13/user/manual/en/accounts/accounting-dimensions). * **Page Break** will create a page break just before this Item when printing. ### 3.6 Tracking Quality Inspection If for certain Items, it is mandatory to record Quality Inspections (if you have set it in your Item master), you will need to update the “Quality Inspection" field. The system will only allow you to “Submit” the Delivery Note if you update the “Quality Inspection”. After enabling Inspection Criteria in the [Item form](/docs/v13/user/manual/en/stock/item#216-inspection-criteria) for Sales and attaching a Quality Inspection Template there, Quality Inspections can be recorded in Delivery Notes. ### 3.7 Taxes and Charges The Taxes and Charges will be fetched from the [Sales Order](/docs/v13/user/manual/en/buying/purchase-order). Visit the [Sales Taxes and Charges Template](/docs/v13/user/manual/en/selling/sales-taxes-and-charges-template) page to know more about taxes. The total taxes and charges will be displayed below the table. To add taxes automatically via a Tax Category, visit [this page](/docs/v13/user/manual/en/accounts/tax-category). Make sure to mark all your taxes in the Taxes and Charges table correctly for an accurate valuation. #### Shipping Rule A Shipping Rule helps set the cost of shipping an Item. The cost will usually increase with the distance of shipping. To know more, visit the [Shipping Rule](/docs/v13/user/manual/en/selling/shipping-rule) page. ### 3.8 Additional Discount Any additional discounts to the whole order can be set in this section. This discount could be based on the Grand Total i.e., post tax/charges or Net total i.e., pre tax/charges. The additional discount can be applied as a percentage or an amount. Read [Applying Discount](/docs/v13/user/manual/en/selling/articles/applying-discount) for more details. ### 3.9 Terms and Conditions 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 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) ### 3.10 Transporter Information If you outsource transporting Items to their delivery location, the transporter details can be added. This is not the same as [drop shipping](/docs/v13/user/manual/en/selling/articles/drop-shipping). * **Transporter** : The Supplier who will transport the Item to your Customer. The transporter feature should be enabled in the Supplier master to select the [Supplier](/docs/v13/user/manual/en/buying/supplier) here. * **Driver** : You can add a Driver here who will drive the mode of transport.  The following details can be recorded: * Distance in km * Mode of Transport whether road, air, rail, or ship. For India, GST: * GST Transporter ID * Transport Receipt No * Vehicle No The GST Vehicle Type can be changed The Transport Receipt Date and Driver Name will be fetched. ### 3.11 More Information The Delivery Note can be linked to the following for tracking purposes: * [Project](/docs/v13/user/manual/en/projects/project) * [Campaign](/docs/v13/user/manual/en/CRM/campaign) * [Source](/docs/v13/user/manual/en/CRM/lead_source) ### 3.11 Printing Settings #### Letterhead You can print your Delivery Note on your company's letterhead. Know more [here](/docs/v13/user/manual/en/setting-up/print/letter-head). 'Group same items' will group the same items added multiple times in the Items table. This can be seen when your print. #### Print Headings Purchase Receipt headings can also be changed when printing the document. You can do this by selecting a **Print Heading**. To create new Print Headings go to: Home > Settings > Printing > Print Heading. Know more [here](/docs/v13/user/manual/en/setting-up/print/print-headings). There are additional checkboxes for printing the Delivery Note without the amount, this might be useful when the Item is of high value. You can also group the same Items in one row when printing. ### 3.12 Status The status of the document and installation percentage is shown here. Any additional instructions for delivery can be entered here. ### 3.13 Commission If the sale took place via one of your Sales Partners, you can add their commission details here. This is usually fetched from the Sales Order. ### 3.14 Sales Team **Sales Persons:** ERPNext allows you to add multiple Sales Persons who may have worked on this deal. This is usually fetched from a Sales Order, for example:  ### 3.15 Shipping Packets or Items with Product Bundle If you are shipping Items that have a [Product Bundle](/docs/v13/user/manual/en/selling/product-bundle), ERPNext will automatically create a “Packing List” table for you based on the sub-Items in that Item. If your Items are serialized, then for Product Bundle type of Items, you will have to update the Serial Number in the “Packing List” table. ### 3.16 Packing Items into Cases, for Container Shipment If you are doing making the delivery via container shipment or by weight, then you can use the Packing Slip to break up your Delivery Note into smaller units. To know more about a Packing Slip, visit [this page](/docs/v13/user/manual/en/stock/packing-slip). go to: You can create multiple Packing Slips for your Delivery Note and ERPNext will ensure that the quantities in the Packing Slip do not exceed the quantities in the Delivery Note. Note that you can create a Packing Slip from a Delivery Note only when the Delivery Note is in the Draft stage. ### 3.17 After Submitting When the Delivery Note is submitted, a Stock Ledger Entry is made for each Item and stock is updated. Pending Quantity in the Sales Order is updated (if applicable). The Dashboard will show the following options: * [Installation Note](/docs/v13/user/manual/en/stock/installation-note) * [Sales Return](/docs/v13/user/manual/en/stock/sales-return) * [Delivery Trip](/docs/v13/user/manual/en/stock/delivery-trip) * [Sales Invoice](/docs/v13/user/manual/en/accounts/sales-invoice)  > Tip: To disallow the creation of Delivery Notes without a Sales Order > against it: ### 3.18 Returning a Sales Order Once you've delivered a Sales Order using a Delivery Note, you can create a return entry in case the [Customer](/docs/v13/user/manual/en/CRM/customer) returns the Item. To know more, visit the [Sales Return](/docs/v13/user/manual/en/stock/sales-return) page. ### 3.19 Skipping Delivery Note If you don't want to create a Delivery Note after a Sales Order and directly want to create a Sales Invoice, enable the feature for it in [Selling Settings](/docs/v13/user/manual/en/selling/selling-settings#32-delivery-note- required). ### 4\. Related Topics 1. [Warehouse](/docs/v13/user/manual/en/stock/warehouse) 2. [Delivery Note Stock Error](/docs/v13/user/manual/en/stock/articles/delivery-note-stock-error) 3. [Material Transfer From Delivery Note and Purchase Receipt](/docs/v13/user/manual/en/stock/articles/material-transfer-from-delivery-note) 4. [Installation Note](/docs/v13/user/manual/en/stock/installation-note) 5. [Delivery Trip](/docs/v13/user/manual/en/stock/delivery-trip) ##### Delivery Note krithi edited 2 years ago × **A Delivery Note is made when a shipment is shipped from the company’s Warehouse to the customer.** A copy of the Delivery Note is usually sent with the transporter. The Delivery Note contains the list of Items that are sent in the shipment and updates the inventory. The Delivery Note is an optional step and a Sales Invoice can be created directly from a Sales Order. To access the Delivery Note list, go to: > Home > Stock > Stock Transactions > Delivery Note  ## 1\. Prerequisites Before creating and using a Delivery Note, it is advised that you create the following first: * [Sales Order](/docs/v13/user/manual/en/selling/sales-order) > Note: From version-13 onwards we have introduced immutable ledger which > changes the rules for cancellation of stock entries and posting backdated > stock transactions in ERPNext. [Learn more > here](/docs/v13/user/manual/en/accounts/articles/immutable-ledger-in- > erpnext). ## 2\. How to create a Delivery Note The entry of the Delivery Note is very similar to a Purchase Receipt. It is usually created from a “Submitted” Sales Order (that is not shipped) by clicking on Create > Delivery. To create a Delivery Note _manually_ (not recommended), follow these steps: 1. Go to the Delivery Note list, click on New. 2. The Customer and Item details can be fetched by clicking on 'Get Items from > Sales Order'. 3. The UOM and Rates will be fetched automatically. 4. Save and Submit.  To fetch Items from a Sales Order, click on Get Items from > Sales Order. This will open a popup from where you can search for Sales Orders and select one. You will notice that all the information about unshipped Items and other details are carried over from your Sales Order if you create the Delivery Note from there. You can also edit the posting date and time, the current date and time are set when you create the Delivery Note. ### 2.1 Statuses These are the statuses a Delivery Note can be in: * **Draft** : A draft is saved but yet to be submitted to the system. * **To Bill** : Yet to be billed using a [Sales Invoice](/docs/v13/user/manual/en/accounts/sales-invoice). * **Completed** : Submitted and sent all the Items. * **Return Issued** : All the Items have been returned. * **Cancelled** : Cancelled the Delivery Note. * **Closed** : The purpose of the Close is to manage short-closing. For example, your Customer ordered for 20 qty but closed at 15 qty. The remaining 5 is not to be sent or billed. ### 2.2 Partial Deliveries When you create a Delivery Note from a Sales Order, the quantities can be changed. So if the Sales Order contains 10 Items to be delivered and you're delivering only 5 this week and the remaining next week, then you can create 2 Delivery Notes in two weeks. ## 3\. Related Actions ### 3.1 Customer Purchase Order Details You can enter the Customer's Purchase Order number here for Reference. ### 3.2 Address and Contact * **Shipping Address** : The Customer's address where the Items will be shipped. * **Contact Person** : If the Customer is an organization, add the Contact person in this field. For India, the following details can be added for GST: * Customer GSTIN * Place of Supply * Billing Address GSTIN * Company GSTIN * Company Address Name [Contacts](/docs/v13/user/manual/en/CRM/contact) and [Addresses](/docs/v13/user/manual/en/CRM/address) are stored separately so that you can attach multiple Contacts or Addresses to the customer. ### 3.3 Currency and Price List You can set the currency in which the Deliver Note is to be sent. This is usually fetched if set in the Sales Order. If you set a Pricing List, then the item prices will be fetched from that list. Ticking on Ignore Pricing Rule will ignore the Pricing Rules set in Accounts > Pricing Rule. Read about [Price Lists](/docs/v13/user/manual/en/stock/price-lists) and [Multi-Currency Transactions](/docs/v13/user/manual/en/accounts/articles/managing- transactions-in-multiple-currency) to know more. ### 3.4 Warehouses * **Set Source Warehouse** : This is where the Items will be sourced from to send to the Customer. * **To Warehouse** : In a regular Sales scenario, the Item exits your Warehouse and reaches the Customer. However, if you wish to retain sample stock, enter a Warehouse here. ### 3.5 Items Table * **Barcode** : You can track Items using [barcodes](/docs/v13/user/manual/en/stock/articles/track-items-using-barcode). * The Item Code, name, description, Image, and Manufacturer will be fetched from the [Item master](/docs/v13/user/manual/en/stock/item). * **Scan Barcode** : You can add Items in the Items table by scanning their barcodes if you have a barcode scanner. Read documentation for [tracking items using barcode](/docs/v13/user/manual/en/stock/articles/track-items-using-barcode) to know more. * **Discount and Margin** : You can apply a discount on individual Items percentage-wise or the total amount of the Item. Read [Applying Discount](/docs/v13/user/manual/en/selling/articles/applying-discount) for more details. * **Rate** : The Rate is fetched if set in the [Price List](/docs/v13/user/manual/en/stock/price-lists) and the total Amount is calculated. * **Item Tax Template** : You can set an Item Tax Template to apply a specific Tax amount to this particular Item. To know more, visit [this page](/docs/v13/user/manual/en/accounts/item-tax-template). * The Item Weight details per unit and Weight UOM are fetched if set in the Item master. * **Warehouse and Reference** : The Warehouse from which the Items are sent to the Customer is shown. Also, a Sales Order will be shown if this Delivery Note was the creation flow: 'Sales Order > Deliver Note'. * **Batch No and Serial No** : If your Item is serialized or batched, you will have to enter [Serial Number](/docs/v13/user/manual/en/stock/serial-no) and [Batch](/docs/v13/user/manual/en/stock/batch) in the Items table. You are allowed to enter multiple Serial Numbers in one row (each on a separate line) and you must enter the same number of Serial Numbers as the quantity. The 'Available Qty at From Warehouse', 'Available Batch Qty at From Warehouse', and 'Installed Qty' will be shown. To know more about installation, visit the [Installation Note](/docs/v13/user/manual/en/stock/installation-note) page. **Note** : The Item has to be serialized or batched for these features to work. If the Item is serialized a popup will appear where you can enter the Serial Numbers. * Expense Account is the account from which the amount will be debited. Ticking on 'Allow Zero Valuation Rate' will allow submitting the Delivery Note even if the Valuation Rate of the Item is 0. This can be a sample item or due to a mutual understanding with your Supplier. * Accounting Dimensions help to tag each transaction with different Dimensions without the need for creating new Cost Centers. You need to create Accounting Dimensions first, to know more, visit [this page](/docs/v13/user/manual/en/accounts/accounting-dimensions). * **Page Break** will create a page break just before this Item when printing. ### 3.6 Tracking Quality Inspection If for certain Items, it is mandatory to record Quality Inspections (if you have set it in your Item master), you will need to update the “Quality Inspection" field. The system will only allow you to “Submit” the Delivery Note if you update the “Quality Inspection”. After enabling Inspection Criteria in the [Item form](/docs/v13/user/manual/en/stock/item#216-inspection-criteria) for Sales and attaching a Quality Inspection Template there, Quality Inspections can be recorded in Delivery Notes. ### 3.7 Taxes and Charges The Taxes and Charges will be fetched from the [Sales Order](/docs/v13/user/manual/en/buying/purchase-order). Visit the [Sales Taxes and Charges Template](/docs/v13/user/manual/en/selling/sales-taxes-and-charges-template) page to know more about taxes. The total taxes and charges will be displayed below the table. To add taxes automatically via a Tax Category, visit [this page](/docs/v13/user/manual/en/accounts/tax-category). Make sure to mark all your taxes in the Taxes and Charges table correctly for an accurate valuation. #### Shipping Rule A Shipping Rule helps set the cost of shipping an Item. The cost will usually increase with the distance of shipping. To know more, visit the [Shipping Rule](/docs/v13/user/manual/en/selling/shipping-rule) page. ### 3.8 Additional Discount Any additional discounts to the whole order can be set in this section. This discount could be based on the Grand Total i.e., post tax/charges or Net total i.e., pre tax/charges. The additional discount can be applied as a percentage or an amount. Read [Applying Discount](/docs/v13/user/manual/en/selling/articles/applying-discount) for more details. ### 3.9 Terms and Conditions 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 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) ### 3.10 Transporter Information If you outsource transporting Items to their delivery location, the transporter details can be added. This is not the same as [drop shipping](/docs/v13/user/manual/en/selling/articles/drop-shipping). * **Transporter** : The Supplier who will transport the Item to your Customer. The transporter feature should be enabled in the Supplier master to select the [Supplier](/docs/v13/user/manual/en/buying/supplier) here. * **Driver** : You can add a Driver here who will drive the mode of transport.  The following details can be recorded: * Distance in km * Mode of Transport whether road, air, rail, or ship. For India, GST: * GST Transporter ID * Transport Receipt No * Vehicle No The GST Vehicle Type can be changed The Transport Receipt Date and Driver Name will be fetched. ### 3.11 More Information The Delivery Note can be linked to the following for tracking purposes: * [Project](/docs/v13/user/manual/en/projects/project) * [Campaign](/docs/v13/user/manual/en/CRM/campaign) * [Source](/docs/v13/user/manual/en/CRM/lead_source) ### 3.11 Printing Settings #### Letterhead You can print your Delivery Note on your company's letterhead. Know more [here](/docs/v13/user/manual/en/setting-up/print/letter-head). 'Group same items' will group the same items added multiple times in the Items table. This can be seen when your print. #### Print Headings Purchase Receipt headings can also be changed when printing the document. You can do this by selecting a **Print Heading**. To create new Print Headings go to: Home > Settings > Printing > Print Heading. Know more [here](/docs/v13/user/manual/en/setting-up/print/print-headings). There are additional checkboxes for printing the Delivery Note without the amount, this might be useful when the Item is of high value. You can also group the same Items in one row when printing. ### 3.12 Status The status of the document and installation percentage is shown here. Any additional instructions for delivery can be entered here. ### 3.13 Commission If the sale took place via one of your Sales Partners, you can add their commission details here. This is usually fetched from the Sales Order. ### 3.14 Sales Team **Sales Persons:** ERPNext allows you to add multiple Sales Persons who may have worked on this deal. This is usually fetched from a Sales Order, for example:  ### 3.15 Shipping Packets or Items with Product Bundle If you are shipping Items that have a [Product Bundle](/docs/v13/user/manual/en/selling/product-bundle), ERPNext will automatically create a “Packing List” table for you based on the sub-Items in that Item. If your Items are serialized, then for Product Bundle type of Items, you will have to update the Serial Number in the “Packing List” table. ### 3.16 Packing Items into Cases, for Container Shipment If you are doing making the delivery via container shipment or by weight, then you can use the Packing Slip to break up your Delivery Note into smaller units. To know more about a Packing Slip, visit [this page](/docs/v13/user/manual/en/stock/packing-slip). go to: You can create multiple Packing Slips for your Delivery Note and ERPNext will ensure that the quantities in the Packing Slip do not exceed the quantities in the Delivery Note. Note that you can create a Packing Slip from a Delivery Note only when the Delivery Note is in the Draft stage. ### 3.17 After Submitting When the Delivery Note is submitted, a Stock Ledger Entry is made for each Item and stock is updated. Pending Quantity in the Sales Order is updated (if applicable). The Dashboard will show the following options: * [Installation Note](/docs/v13/user/manual/en/stock/installation-note) * [Sales Return](/docs/v13/user/manual/en/stock/sales-return) * [Delivery Trip](/docs/v13/user/manual/en/stock/delivery-trip) * [Sales Invoice](/docs/v13/user/manual/en/accounts/sales-invoice)  > Tip: To disallow the creation of Delivery Notes without a Sales Order > against it: ### 3.18 Returning a Sales Order Once you've delivered a Sales Order using a Delivery Note, you can create a return entry in case the [Customer](/docs/v13/user/manual/en/CRM/customer) returns the Item. To know more, visit the [Sales Return](/docs/v13/user/manual/en/stock/sales-return) page. ### 3.19 Skipping Delivery Note If you don't want to create a Delivery Note after a Sales Order and directly want to create a Sales Invoice, enable the feature for it in [Selling Settings](/docs/v13/user/manual/en/selling/selling-settings#32-delivery-note- required). ### 4\. Related Topics 1. [Warehouse](/docs/v13/user/manual/en/stock/warehouse) 2. [Delivery Note Stock Error](/docs/v13/user/manual/en/stock/articles/delivery-note-stock-error) 3. [Material Transfer From Delivery Note and Purchase Receipt](/docs/v13/user/manual/en/stock/articles/material-transfer-from-delivery-note) 4. [Installation Note](/docs/v13/user/manual/en/stock/installation-note) 5. [Delivery Trip](/docs/v13/user/manual/en/stock/delivery-trip) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Introduction

https://docs.erpnext.com/docs/user/manual/en/stock

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Introduction</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p>The Stock or Inventory module in ERPNext helps you to:</p> <ul> <li>Maintain details of your products and warehouses.</li> <li>Track receipt, transfer and delivery of the products.</li> <li>Optimize stock levels by providing real-time information via reports.</li> <li>Provide valuation of each product.</li> </ul> <p>The Stock module is tightly integrated with Purchase, Manufacturing and Accounting modules.</p> <h2 id="video-tutorials">Video Tutorials</h2> <h3 id="1-stock-transactions">1. Stock Transactions</h3> <ol> <li><a href="https://frappe.school/courses/inventory-management">Frappe School Course on Stock Module</a> </li> <li><a href="/docs/v13/user/videos/learn/opening-stock">Stock Opening Balance</a></li> <li><a href="/docs/v13/user/videos/learn/stock-entries">Stock Entries</a></li> </ol> <h3 id="2-items">2. Items</h3> <ol> <li><a href="/docs/v13/user/videos/learn/item">Item and Pricing</a></li> <li><a href="/docs/v13/user/videos/learn/item-variant">Item Variant</a></li> </ol> <h3 id="3-inventory">3. Inventory</h3> <ol> <li><a href="/docs/v13/user/videos/learn/batch-inventory">Batched Inventory</a></li> <li><a href="/docs/v13/user/videos/learn/serialized-inventory">Serialized Inventory</a></li> </ol> <h3 id="4-other">4. Other</h3> <ol> <li><a href="/docs/v13/user/videos/learn/fixed-assets">Fixed Assets Management</a></li> <li><a href="/docs/v13/user/videos/learn/subcontracting">Managing Subcontracting</a></li> <li><a href="/docs/v13/user/videos/learn/quality-inspection">Quality Inspection</a></li> </ol> </div> <input value="80dc5f404f" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Introduction</h5> <span class="small text-muted revision-time">sayali edited 2 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p>The Stock or Inventory module in ERPNext helps you to:</p> <ul> <li>Maintain details of your products and warehouses.</li> <li>Track receipt, transfer and delivery of the products.</li> <li>Optimize stock levels by providing real-time information via reports.</li> <li>Provide valuation of each product.</li> </ul> <p>The Stock module is tightly integrated with Purchase, Manufacturing and Accounting modules.</p> <h2 id="video-tutorials">Video Tutorials</h2> <h3 id="1-stock-transactions">1. Stock Transactions</h3> <ol> <li><a href="/docs/v13/user/videos/learn/opening-stock">Stock Opening Balance</a></li> <li><a href="/docs/v13/user/videos/learn/stock-entries">Stock Entries</a></li> </ol> <h3 id="2-items">2. Items</h3> <ol> <li><a href="/docs/v13/user/videos/learn/item">Item and Pricing</a></li> <li><a href="/docs/v13/user/videos/learn/item-variant">Item Variant</a></li> </ol> <h3 id="3-inventory">3. Inventory</h3> <ol> <li><a href="/docs/v13/user/videos/learn/batch-inventory">Batched Inventory</a></li> <li><a href="/docs/v13/user/videos/learn/serialized-inventory">Serialized Inventory</a></li> </ol> <h3 id="4-other">4. Other</h3> <ol> <li><a href="/docs/v13/user/videos/learn/fixed-assets">Fixed Assets Management</a></li> <li><a href="/docs/v13/user/videos/learn/subcontracting">Managing Subcontracting</a></li> <li><a href="/docs/v13/user/videos/learn/quality-inspection">Quality Inspection</a></li> </ol> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/stock" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Introduction The Stock or Inventory module in ERPNext helps you to: Maintain details of your products and warehouses. Track receipt, transfer and delivery of the products. Optimize stock levels by providing real-time information via reports. Provide valuation of each product. The Stock module is tightly integrated with Purchase, Manufacturing and Accounting modules. Video Tutorials 1. Stock Transactions Frappe School Course on Stock Module Stock Opening Balance Stock Entries 2. Items Item and Pricing Item Variant 3. Inventory Batched Inventory Serialized Inventory 4. Other Fixed Assets Management Managing Subcontracting Quality Inspection

# Introduction Edit Page New Page Revisions Page Settings The Stock or Inventory module in ERPNext helps you to: * Maintain details of your products and warehouses. * Track receipt, transfer and delivery of the products. * Optimize stock levels by providing real-time information via reports. * Provide valuation of each product. The Stock module is tightly integrated with Purchase, Manufacturing and Accounting modules. ## Video Tutorials ### 1\. Stock Transactions 1. [Frappe School Course on Stock Module](https://frappe.school/courses/inventory-management) 2. [Stock Opening Balance](/docs/v13/user/videos/learn/opening-stock) 3. [Stock Entries](/docs/v13/user/videos/learn/stock-entries) ### 2\. Items 1. [Item and Pricing](/docs/v13/user/videos/learn/item) 2. [Item Variant](/docs/v13/user/videos/learn/item-variant) ### 3\. Inventory 1. [Batched Inventory](/docs/v13/user/videos/learn/batch-inventory) 2. [Serialized Inventory](/docs/v13/user/videos/learn/serialized-inventory) ### 4\. Other 1. [Fixed Assets Management](/docs/v13/user/videos/learn/fixed-assets) 2. [Managing Subcontracting](/docs/v13/user/videos/learn/subcontracting) 3. [Quality Inspection](/docs/v13/user/videos/learn/quality-inspection) ##### Introduction sayali edited 2 years ago × The Stock or Inventory module in ERPNext helps you to: * Maintain details of your products and warehouses. * Track receipt, transfer and delivery of the products. * Optimize stock levels by providing real-time information via reports. * Provide valuation of each product. The Stock module is tightly integrated with Purchase, Manufacturing and Accounting modules. ## Video Tutorials ### 1\. Stock Transactions 1. [Stock Opening Balance](/docs/v13/user/videos/learn/opening-stock) 2. [Stock Entries](/docs/v13/user/videos/learn/stock-entries) ### 2\. Items 1. [Item and Pricing](/docs/v13/user/videos/learn/item) 2. [Item Variant](/docs/v13/user/videos/learn/item-variant) ### 3\. Inventory 1. [Batched Inventory](/docs/v13/user/videos/learn/batch-inventory) 2. [Serialized Inventory](/docs/v13/user/videos/learn/serialized-inventory) ### 4\. Other 1. [Fixed Assets Management](/docs/v13/user/videos/learn/fixed-assets) 2. [Managing Subcontracting](/docs/v13/user/videos/learn/subcontracting) 3. [Quality Inspection](/docs/v13/user/videos/learn/quality-inspection) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Stock Masters

https://docs.erpnext.com/docs/user/manual/en/stock-masters

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Stock Masters</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>In ERPNext, the masters play a crucial role in managing stock-related data.</p><p>These DocTypes act as templates for storing information about various aspects of stock management, such as items, warehouses, batches, and stock transactions. They provide a structured way to input, store, and retrieve data related to stock items, their attributes, and movements within the system.</p><p>Master DocTypes in ERPNext stock enable businesses to maintain accurate inventory records, track stock movements, and make informed decisions regarding procurement, sales, and stock optimisation.</p><ul><li><p><a href="docs/user/manual/en/item" rel="noopener noreferrer nofollow" target="_blank">Item</a></p></li><li><p><a href="docs/user/manual/en/item-group" rel="noopener noreferrer nofollow" target="_blank">Item Group</a></p></li><li><p><a href="docs/user/manual/en/brand" rel="noopener noreferrer nofollow" target="_blank">Brand</a></p></li><li><p><a href="docs/user/manual/en/product-bundle" rel="noopener noreferrer nofollow" target="_blank">Product Bundle</a></p></li><li><p><a href="docs/user/manual/en/item-alternative" rel="noopener noreferrer nofollow" target="_blank">Item Alternative</a></p></li><li><p><a href="docs/user/manual/en/manufacturer" rel="noopener noreferrer nofollow" target="_blank">Manufacturer</a></p></li><li><p><a href="docs/user/manual/en/item-variants" rel="noopener noreferrer nofollow" target="_blank">Item Variants</a></p></li><li><p><a href="docs/user/manual/en/item-attribute" rel="noopener noreferrer nofollow" target="_blank">Item Attribute</a></p></li><li><p><a href="docs/user/manual/en/uom" rel="noopener noreferrer nofollow" target="_blank">Unit of Measure</a></p></li><li><p><a href="docs/user/manual/en/managing-fractions-in-uom" rel="noopener noreferrer nofollow" target="_blank">Fractions in UOM</a></p></li><li><p><a href="docs/user/manual/en/inventory_dimension" rel="noopener noreferrer nofollow" target="_blank">Inventory Dimension</a></p><p><br class="ProseMirror-trailingBreak"></p></li></ul></div> </div> <input value="edtv7lb48b" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Stock Masters</h5> <span class="small text-muted revision-time">pushkar edited 1 week ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>In ERPNext, the masters play a crucial role in managing stock-related data.</p><p>These DocTypes act as templates for storing information about various aspects of stock management, such as items, warehouses, batches, and stock transactions. They provide a structured way to input, store, and retrieve data related to stock items, their attributes, and movements within the system.</p><p>Master DocTypes in ERPNext stock enable businesses to maintain accurate inventory records, track stock movements, and make informed decisions regarding procurement, sales, and stock optimisation.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/item">Item</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/item-group">Item Group</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/brand">Brand</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/product-bundle">Product Bundle</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/item-alternative">Item Alternative</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/manufacturer">Manufacturer</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/item-variants">Item Variants</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/item-attribute">Item Attribute</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/uom">Unit of Measure</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/managing-fractions-in-uom">Fractions in UOM</a></p><p><br class="ProseMirror-trailingBreak"></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/stock-masters" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Stock Masters In ERPNext, the masters play a crucial role in managing stock-related data. These DocTypes act as templates for storing information about various aspects of stock management, such as items, warehouses, batches, and stock transactions. They provide a structured way to input, store, and retrieve data related to stock items, their attributes, and movements within the system. Master DocTypes in ERPNext stock enable businesses to maintain accurate inventory records, track stock movements, and make informed decisions regarding procurement, sales, and stock optimisation. Item Item Group Brand Product Bundle Item Alternative Manufacturer Item Variants Item Attribute Unit of Measure Fractions in UOM Inventory Dimension

# Stock Masters Edit Page New Page Revisions Page Settings In ERPNext, the masters play a crucial role in managing stock-related data. These DocTypes act as templates for storing information about various aspects of stock management, such as items, warehouses, batches, and stock transactions. They provide a structured way to input, store, and retrieve data related to stock items, their attributes, and movements within the system. Master DocTypes in ERPNext stock enable businesses to maintain accurate inventory records, track stock movements, and make informed decisions regarding procurement, sales, and stock optimisation. * [Item](docs/user/manual/en/item) * [Item Group](docs/user/manual/en/item-group) * [Brand](docs/user/manual/en/brand) * [Product Bundle](docs/user/manual/en/product-bundle) * [Item Alternative](docs/user/manual/en/item-alternative) * [Manufacturer](docs/user/manual/en/manufacturer) * [Item Variants](docs/user/manual/en/item-variants) * [Item Attribute](docs/user/manual/en/item-attribute) * [Unit of Measure](docs/user/manual/en/uom) * [Fractions in UOM](docs/user/manual/en/managing-fractions-in-uom) * [Inventory Dimension](docs/user/manual/en/inventory_dimension) ##### Stock Masters pushkar edited 1 week ago × In ERPNext, the masters play a crucial role in managing stock-related data. These DocTypes act as templates for storing information about various aspects of stock management, such as items, warehouses, batches, and stock transactions. They provide a structured way to input, store, and retrieve data related to stock items, their attributes, and movements within the system. Master DocTypes in ERPNext stock enable businesses to maintain accurate inventory records, track stock movements, and make informed decisions regarding procurement, sales, and stock optimisation. * [Item](docs/user/manual/en/item) * [Item Group](docs/user/manual/en/item-group) * [Brand](docs/user/manual/en/brand) * [Product Bundle](docs/user/manual/en/product-bundle) * [Item Alternative](docs/user/manual/en/item-alternative) * [Manufacturer](docs/user/manual/en/manufacturer) * [Item Variants](docs/user/manual/en/item-variants) * [Item Attribute](docs/user/manual/en/item-attribute) * [Unit of Measure](docs/user/manual/en/uom) * [Fractions in UOM](docs/user/manual/en/managing-fractions-in-uom) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Warehouse

https://docs.erpnext.com/docs/user/manual/en/warehouse

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Warehouse </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p><strong>A warehouse is a commercial building for storage of goods. Warehouses are used by manufacturers, importers, exporters, wholesalers, transport businesses, customs, etc.</strong></p> <p>They are usually large plain buildings in industrial areas of cities, towns, and villages. They mostly have loading docks to load and unload goods from trucks.</p> <p>The terminology of 'Warehouse' in ERPNext is a bit broader though and maybe can be regarded as "storage locations". You can create a sub-Warehouse which could be a shelf inside your actual location.</p> <p>This can become quite a detailed Tree like the following:</p> <p><em>Warehouse &gt; Room &gt; Row &gt; Shelf &gt; Bin</em></p> <p>To access the Warehouse list, go to: &gt; Home &gt; Stock &gt; Settings &gt; Warehouse</p> <h2 id="1-how-to-create-a-warehouse">1. How to create a Warehouse</h2> <ol> <li>Go to the Warehouse list, click on New.</li> <li>Enter a name for the Warehouse.</li> <li>Set/check the Parent Warehouse. If you tick on 'Is Group', you can create sub-Warehouses under this group Warehouse.</li> <li>Save.</li> </ol> <p>Warehouses are saved with their respective Company’s abbreviations. This facilitates identifying which Warehouse belongs to which company at a glance.</p> <h3 id="11-additional-options-when-creating-a-warehouse">1.1 Additional options when creating a Warehouse</h3> <p><strong>Account</strong>: Set a default account here for all transactions with this Warehouse. Setting this account will show transactions from this Warehouse in the Accounting Ledger. <strong>Warehouse Type</strong>: You can create a Warehouse Type to classify Warehouses. For example, Supplier Warehouses, Stock Warehouses, WIP Warehouses, Rooms, etc. can be tagged. This classification is useful when generating reports or in certain stock transactions.</p> <h4 id="address-and-contact">Address and contact</h4> <p>You can add Billing, Shipping, and other types of addresses for the Warehouse. You can also add a contact, this could be the Warehouse Manager for example.</p> <p><img src="/files/warehouse.png" alt="Warehouse" class="screenshot"></p> <h3 id="12-after-saving">1.2 After Saving</h3> <p>After saving a Warehouse, you'll see the following options:</p> <ul> <li><strong>Stock Balance</strong>: This will open the Stock Balance report to display the quantity, valuation, balance, etc.</li> <li><strong>General Ledger</strong>: This will open the General Ledger to display the accounting transactions.</li> <li><strong>Non-Group to Group</strong>: If the Warehouse is a Non-Group Warehouse, i.e. cannot contain other Warehouses under it, this button will make this a Group Warehouse.</li> </ul> <h2 id="2-features">2. Features</h2> <h3 id="21-tree-view">2.1 Tree View</h3> <p>You can also switch to 'Tree' View which will show all the group and child Warehouses.</p> <p><img alt="Warehouse" class="screenshot" src="/files/warehouse-tree.png"></p> <h3 id="22-warehouse-account">2.2 Warehouse Account</h3> <p>In ERPNext, if you enable <a href="/docs/v13/user/manual/en/stock/perpetual-inventory">Perpetual Inventory</a>, every Warehouse must belong to a specific company to maintain company-wise stock balance. To do so, each Warehouse should be linked with an Account in the Chart of Accounts (the same name as the Warehouse itself). This account captures the monetary equivalent of the goods or materials stored in that specific warehouse.</p> <p>If you have a more detailed Warehouse Tree, most likely it's a good idea to link the sub-locations (room, row, shelf, etc.) to the account of the actual Warehouse (the root Warehouse of that Tree) as most scenarios do not require to account for value of stock items per Shelf or Bin. For example, if you have Warehouse A, and the room, rows are B, C, etc., then link B and C to the account of A.</p> <p>&gt; Tip: ERPNext maintains stock balance for every distinct combination of Item and Warehouse. Thus you can get the stock balance for any specific Item in a particular Warehouse on any particular date.</p> <h3 id="3-related-topics">3. Related Topics</h3> <ol> <li><a href="/docs/v13/user/manual/en/stock/articles/stock-entry-purpose">Stock Entry Purpose</a></li> <li><a href="/docs/v13/user/manual/en/stock/stock-level-report">Stock Level Report</a></li> </ol> </div> <input value="c1f54a8b53" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Warehouse </h5> <span class="small text-muted revision-time">Administrator edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/warehouse" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Warehouse A warehouse is a commercial building for storage of goods. Warehouses are used by manufacturers, importers, exporters, wholesalers, transport businesses, customs, etc. They are usually large plain buildings in industrial areas of cities, towns, and villages. They mostly have loading docks to load and unload goods from trucks. The terminology of 'Warehouse' in ERPNext is a bit broader though and maybe can be regarded as "storage locations". You can create a sub-Warehouse which could be a shelf inside your actual location. This can become quite a detailed Tree like the following: Warehouse > Room > Row > Shelf > Bin To access the Warehouse list, go to: > Home > Stock > Settings > Warehouse 1. How to create a Warehouse Go to the Warehouse list, click on New. Enter a name for the Warehouse. Set/check the Parent Warehouse. If you tick on 'Is Group', you can create sub-Warehouses under this group Warehouse. Save. Warehouses are saved with their respective Company’s abbreviations. This facilitates identifying which Warehouse belongs to which company at a glance. 1.1 Additional options when creating a Warehouse Account: Set a default account here for all transactions with this Warehouse. Setting this account will show transactions from this Warehouse in the Accounting Ledger. Warehouse Type: You can create a Warehouse Type to classify Warehouses. For example, Supplier Warehouses, Stock Warehouses, WIP Warehouses, Rooms, etc. can be tagged. This classification is useful when generating reports or in certain stock transactions. Address and contact You can add Billing, Shipping, and other types of addresses for the Warehouse. You can also add a contact, this could be the Warehouse Manager for example. 1.2 After Saving After saving a Warehouse, you'll see the following options: Stock Balance: This will open the Stock Balance report to display the quantity, valuation, balance, etc. General Ledger: This will open the General Ledger to display the accounting transactions. Non-Group to Group: If the Warehouse is a Non-Group Warehouse, i.e. cannot contain other Warehouses under it, this button will make this a Group Warehouse. 2. Features 2.1 Tree View You can also switch to 'Tree' View which will show all the group and child Warehouses. 2.2 Warehouse Account In ERPNext, if you enable Perpetual Inventory, every Warehouse must belong to a specific company to maintain company-wise stock balance. To do so, each Warehouse should be linked with an Account in the Chart of Accounts (the same name as the Warehouse itself). This account captures the monetary equivalent of the goods or materials stored in that specific warehouse. If you have a more detailed Warehouse Tree, most likely it's a good idea to link the sub-locations (room, row, shelf, etc.) to the account of the actual Warehouse (the root Warehouse of that Tree) as most scenarios do not require to account for value of stock items per Shelf or Bin. For example, if you have Warehouse A, and the room, rows are B, C, etc., then link B and C to the account of A. > Tip: ERPNext maintains stock balance for every distinct combination of Item and Warehouse. Thus you can get the stock balance for any specific Item in a particular Warehouse on any particular date. 3. Related Topics Stock Entry Purpose Stock Level Report

# Warehouse Edit Page New Page Revisions Page Settings **A warehouse is a commercial building for storage of goods. Warehouses are used by manufacturers, importers, exporters, wholesalers, transport businesses, customs, etc.** They are usually large plain buildings in industrial areas of cities, towns, and villages. They mostly have loading docks to load and unload goods from trucks. The terminology of 'Warehouse' in ERPNext is a bit broader though and maybe can be regarded as "storage locations". You can create a sub-Warehouse which could be a shelf inside your actual location. This can become quite a detailed Tree like the following: _Warehouse > Room > Row > Shelf > Bin_ To access the Warehouse list, go to: > Home > Stock > Settings > Warehouse ## 1\. How to create a Warehouse 1. Go to the Warehouse list, click on New. 2. Enter a name for the Warehouse. 3. Set/check the Parent Warehouse. If you tick on 'Is Group', you can create sub-Warehouses under this group Warehouse. 4. Save. Warehouses are saved with their respective Company’s abbreviations. This facilitates identifying which Warehouse belongs to which company at a glance. ### 1.1 Additional options when creating a Warehouse **Account** : Set a default account here for all transactions with this Warehouse. Setting this account will show transactions from this Warehouse in the Accounting Ledger. **Warehouse Type** : You can create a Warehouse Type to classify Warehouses. For example, Supplier Warehouses, Stock Warehouses, WIP Warehouses, Rooms, etc. can be tagged. This classification is useful when generating reports or in certain stock transactions. #### Address and contact You can add Billing, Shipping, and other types of addresses for the Warehouse. You can also add a contact, this could be the Warehouse Manager for example.  ### 1.2 After Saving After saving a Warehouse, you'll see the following options: * **Stock Balance** : This will open the Stock Balance report to display the quantity, valuation, balance, etc. * **General Ledger** : This will open the General Ledger to display the accounting transactions. * **Non-Group to Group** : If the Warehouse is a Non-Group Warehouse, i.e. cannot contain other Warehouses under it, this button will make this a Group Warehouse. ## 2\. Features ### 2.1 Tree View You can also switch to 'Tree' View which will show all the group and child Warehouses.  ### 2.2 Warehouse Account In ERPNext, if you enable [Perpetual Inventory](/docs/v13/user/manual/en/stock/perpetual-inventory), every Warehouse must belong to a specific company to maintain company-wise stock balance. To do so, each Warehouse should be linked with an Account in the Chart of Accounts (the same name as the Warehouse itself). This account captures the monetary equivalent of the goods or materials stored in that specific warehouse. If you have a more detailed Warehouse Tree, most likely it's a good idea to link the sub-locations (room, row, shelf, etc.) to the account of the actual Warehouse (the root Warehouse of that Tree) as most scenarios do not require to account for value of stock items per Shelf or Bin. For example, if you have Warehouse A, and the room, rows are B, C, etc., then link B and C to the account of A. > Tip: ERPNext maintains stock balance for every distinct combination of Item > and Warehouse. Thus you can get the stock balance for any specific Item in a > particular Warehouse on any particular date. ### 3\. Related Topics 1. [Stock Entry Purpose](/docs/v13/user/manual/en/stock/articles/stock-entry-purpose) 2. [Stock Level Report](/docs/v13/user/manual/en/stock/stock-level-report) ##### Warehouse Administrator edited 3 years ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Pricing

https://docs.erpnext.com/docs/user/manual/en/pricing

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Pricing</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>In the stock module of ERPNext, item pricing plays a vital role in managing the cost and selling price of items. Each item in the system can have a defined purchase price, which reflects the cost incurred to acquire the item. ERPNext allows businesses to set different pricing levels based on factors such as currency, customer groups, or pricing rules. </p><p>This flexibility enables businesses to implement diverse pricing strategies, such as volume discounts, promotional pricing, or tiered pricing based on customer relationships. Effective item pricing in ERPNext helps businesses maintain accurate cost calculations, optimize profit margins, and tailor pricing strategies to meet customer needs and market demands.</p><ul><li><p><a href="docs/user/manual/en/price-lists" rel="noopener noreferrer nofollow" target="_blank">Price Lists</a></p></li><li><p><a href="docs/user/manual/en/item-price" rel="noopener noreferrer nofollow" target="_blank">Item Price</a></p></li></ul></div> </div> <input value="ep1pg7oaq7" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Pricing</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/pricing" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Pricing In the stock module of ERPNext, item pricing plays a vital role in managing the cost and selling price of items. Each item in the system can have a defined purchase price, which reflects the cost incurred to acquire the item. ERPNext allows businesses to set different pricing levels based on factors such as currency, customer groups, or pricing rules. This flexibility enables businesses to implement diverse pricing strategies, such as volume discounts, promotional pricing, or tiered pricing based on customer relationships. Effective item pricing in ERPNext helps businesses maintain accurate cost calculations, optimize profit margins, and tailor pricing strategies to meet customer needs and market demands. Price Lists Item Price

# Pricing Edit Page New Page Revisions Page Settings In the stock module of ERPNext, item pricing plays a vital role in managing the cost and selling price of items. Each item in the system can have a defined purchase price, which reflects the cost incurred to acquire the item. ERPNext allows businesses to set different pricing levels based on factors such as currency, customer groups, or pricing rules. This flexibility enables businesses to implement diverse pricing strategies, such as volume discounts, promotional pricing, or tiered pricing based on customer relationships. Effective item pricing in ERPNext helps businesses maintain accurate cost calculations, optimize profit margins, and tailor pricing strategies to meet customer needs and market demands. * [Price Lists](docs/user/manual/en/price-lists) * [Item Price](docs/user/manual/en/item-price) ##### Pricing pushkar edited 2 weeks ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Rules

https://docs.erpnext.com/docs/user/manual/en/rules

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Rules</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Shipping and pricing rules are essential features in ERPNext's stock module that streamline the management of shipping costs and pricing strategies. </p><p>Shipping rules allow businesses to define various parameters for calculating shipping charges, such as weight, volume, destination, or shipping method. These rules automate the calculation of shipping costs during sales transactions, ensuring accurate and consistent shipping charges based on predefined criteria.</p><p>On the other hand, pricing rules in ERPNext empower businesses to create dynamic pricing strategies based on specific conditions or criteria. This includes setting discounts, promotions, bulk pricing, or special pricing for different customer segments, items, or sales channels.</p><ul><li><p><a href="docs/user/manual/en/setup-shipping-rule" rel="noopener noreferrer nofollow" target="_blank">Shipping Rule</a></p></li><li><p><a href="docs/user/manual/en/pricing-rule" rel="noopener noreferrer nofollow" target="_blank">Pricing Rule</a><br><br class="ProseMirror-trailingBreak"></p></li></ul></div> </div> <input value="erlgqd7vhk" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Rules</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/rules" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Rules Shipping and pricing rules are essential features in ERPNext's stock module that streamline the management of shipping costs and pricing strategies. Shipping rules allow businesses to define various parameters for calculating shipping charges, such as weight, volume, destination, or shipping method. These rules automate the calculation of shipping costs during sales transactions, ensuring accurate and consistent shipping charges based on predefined criteria. On the other hand, pricing rules in ERPNext empower businesses to create dynamic pricing strategies based on specific conditions or criteria. This includes setting discounts, promotions, bulk pricing, or special pricing for different customer segments, items, or sales channels. Shipping Rule Pricing Rule

# Rules Edit Page New Page Revisions Page Settings Shipping and pricing rules are essential features in ERPNext's stock module that streamline the management of shipping costs and pricing strategies. Shipping rules allow businesses to define various parameters for calculating shipping charges, such as weight, volume, destination, or shipping method. These rules automate the calculation of shipping costs during sales transactions, ensuring accurate and consistent shipping charges based on predefined criteria. On the other hand, pricing rules in ERPNext empower businesses to create dynamic pricing strategies based on specific conditions or criteria. This includes setting discounts, promotions, bulk pricing, or special pricing for different customer segments, items, or sales channels. * [Shipping Rule](docs/user/manual/en/setup-shipping-rule) * [Pricing Rule](docs/user/manual/en/pricing-rule) ##### Rules pushkar edited 2 weeks ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Stock Transactions

https://docs.erpnext.com/docs/user/manual/en/stock-transactions

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Stock Transactions</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Stock transactions in ERPNext contains a wide range of activities related to managing inventory movements within an organisation. These transactions include stock transfers between warehouses, stock adjustments to correct inventory discrepancies, stock reconciliation to ensure accurate stock levels, and stock entries for recording stock movements such as purchases, sales, production, and consumption.</p><p>These transactions play a crucial role in maintaining accurate stock levels, tracking stock movements, analysing inventory performance, and making informed decisions related to procurement, sales, and production planning within the organisation.</p><ul><li><p><a href="docs/user/manual/en/material-request" rel="noopener noreferrer nofollow" target="_blank">Material Request</a></p></li><li><p><a href="docs/user/manual/en/auto-creation-of-material-request" rel="noopener noreferrer nofollow" target="_blank">Auto Creation of Material Request</a></p></li><li><p><a href="docs/user/manual/en/opening-stock" rel="noopener noreferrer nofollow" target="_blank">Opening stock</a></p></li><li><p><a href="docs/user/manual/en/stock-entry" rel="noopener noreferrer nofollow" target="_blank">Stock Entry</a></p></li><li><p><a href="docs/user/manual/en/accounting-of-inventory-stock" rel="noopener noreferrer nofollow" target="_blank">Accounting of Inventory Stock</a></p></li><li><p><a href="docs/user/manual/en/shipment" rel="noopener noreferrer nofollow" target="_blank">Shipment</a></p></li><li><p><a href="docs/user/manual/en/delivery-note" rel="noopener noreferrer nofollow" target="_blank">Delivery Note</a></p></li><li><p><a href="docs/user/manual/en/pick-list" rel="noopener noreferrer nofollow" target="_blank">Pick List</a></p></li><li><p><a href="docs/user/manual/en/purchase-receipt" rel="noopener noreferrer nofollow" target="_blank">Purchase Receipt</a></p></li><li><p><a href="docs/user/manual/en/delivery-trip" rel="noopener noreferrer nofollow" target="_blank">Delivery Trip</a></p></li><li><p><a href="docs/user/manual/en/packing-slip" rel="noopener noreferrer nofollow" target="_blank">Packing Slip</a></p></li><li><p><a href="docs/user/manual/en/putaway-rule" rel="noopener noreferrer nofollow" target="_blank">Putaway rule</a></p></li><li><p><a href="docs/user/manual/en/stock-reconciliation" rel="noopener noreferrer nofollow" target="_blank">Stock Reconcilliation</a></p></li><li><p><a href="docs/user/manual/en/stock-reservation" rel="noopener noreferrer nofollow" target="_blank">Stock Reservation</a></p></li><li><p><a href="docs/user/manual/en/perpetual-inventory" rel="noopener noreferrer nofollow" target="_blank">Perpetual Inventory</a></p></li><li><p><a href="docs/user/manual/en/stock-transactions-landed-cost-voucher" rel="noopener noreferrer nofollow" target="_blank">Landed Stock Voucher</a></p></li></ul></div> </div> <input value="fapsbnfdo7" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Stock Transactions</h5> <span class="small text-muted revision-time">pushkar edited 1 week ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>Stock transactions in ERPNext encompass a wide range of activities related to managing inventory movements within an organization. These transactions include stock transfers between warehouses, stock adjustments to correct inventory discrepancies, stock reconciliation to ensure accurate stock levels, and stock entries for recording stock movements such as purchases, sales, production, and consumption.</p><p>These transactions play a crucial role in maintaining accurate stock levels, tracking stock movements, analysing inventory performance, and making informed decisions related to procurement, sales, and production planning within the organisation.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/material-request">Material Request</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/auto-creation-of-material-request">Auto Creation of Material Request</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/opening-stock">Opening stock</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/stock-entry">Stock Entry</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/accounting-of-inventory-stock">Accounting of Inventory Stock</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/shipment">Shipment</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/delivery-note">Delivery Note</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/pick-list">Pick List</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/purchase-receipt">Purchase Receipt</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/delivery-trip">Delivery Trip</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/packing-slip">Packing Slip</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/putaway-rule">Putaway rule</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/stock-reconciliation">Stock Reconcilliation</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/stock-reservation">Stock Reservation</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/perpetual-inventory">Perpetual Inventory</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/stock-transactions-landed-cost-voucher">Landed Stock Voucher</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/stock-transactions" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Stock Transactions Stock transactions in ERPNext contains a wide range of activities related to managing inventory movements within an organisation. These transactions include stock transfers between warehouses, stock adjustments to correct inventory discrepancies, stock reconciliation to ensure accurate stock levels, and stock entries for recording stock movements such as purchases, sales, production, and consumption. These transactions play a crucial role in maintaining accurate stock levels, tracking stock movements, analysing inventory performance, and making informed decisions related to procurement, sales, and production planning within the organisation. Material Request Auto Creation of Material Request Opening stock Stock Entry Accounting of Inventory Stock Shipment Delivery Note Pick List Purchase Receipt Delivery Trip Packing Slip Putaway rule Stock Reconcilliation Stock Reservation Perpetual Inventory Landed Stock Voucher

# Stock Transactions Edit Page New Page Revisions Page Settings Stock transactions in ERPNext contains a wide range of activities related to managing inventory movements within an organisation. These transactions include stock transfers between warehouses, stock adjustments to correct inventory discrepancies, stock reconciliation to ensure accurate stock levels, and stock entries for recording stock movements such as purchases, sales, production, and consumption. These transactions play a crucial role in maintaining accurate stock levels, tracking stock movements, analysing inventory performance, and making informed decisions related to procurement, sales, and production planning within the organisation. * [Material Request](docs/user/manual/en/material-request) * [Auto Creation of Material Request](docs/user/manual/en/auto-creation-of-material-request) * [Opening stock](docs/user/manual/en/opening-stock) * [Stock Entry](docs/user/manual/en/stock-entry) * [Accounting of Inventory Stock](docs/user/manual/en/accounting-of-inventory-stock) * [Shipment](docs/user/manual/en/shipment) * [Delivery Note](docs/user/manual/en/delivery-note) * [Pick List](docs/user/manual/en/pick-list) * [Purchase Receipt](docs/user/manual/en/purchase-receipt) * [Delivery Trip](docs/user/manual/en/delivery-trip) * [Packing Slip](docs/user/manual/en/packing-slip) * [Putaway rule](docs/user/manual/en/putaway-rule) * [Stock Reconcilliation](docs/user/manual/en/stock-reconciliation) * [Stock Reservation](docs/user/manual/en/stock-reservation) * [Perpetual Inventory](docs/user/manual/en/perpetual-inventory) * [Landed Stock Voucher](docs/user/manual/en/stock-transactions-landed-cost-voucher) ##### Stock Transactions pushkar edited 1 week ago × Stock transactions in ERPNext encompass a wide range of activities related to managing inventory movements within an organization. These transactions include stock transfers between warehouses, stock adjustments to correct inventory discrepancies, stock reconciliation to ensure accurate stock levels, and stock entries for recording stock movements such as purchases, sales, production, and consumption. These transactions play a crucial role in maintaining accurate stock levels, tracking stock movements, analysing inventory performance, and making informed decisions related to procurement, sales, and production planning within the organisation. * [Material Request](docs/user/manual/en/material-request) * [Auto Creation of Material Request](docs/user/manual/en/auto-creation-of-material-request) * [Opening stock](docs/user/manual/en/opening-stock) * [Stock Entry](docs/user/manual/en/stock-entry) * [Accounting of Inventory Stock](docs/user/manual/en/accounting-of-inventory-stock) * [Shipment](docs/user/manual/en/shipment) * [Delivery Note](docs/user/manual/en/delivery-note) * [Pick List](docs/user/manual/en/pick-list) * [Purchase Receipt](docs/user/manual/en/purchase-receipt) * [Delivery Trip](docs/user/manual/en/delivery-trip) * [Packing Slip](docs/user/manual/en/packing-slip) * [Putaway rule](docs/user/manual/en/putaway-rule) * [Stock Reconcilliation](docs/user/manual/en/stock-reconciliation) * [Stock Reservation](docs/user/manual/en/stock-reservation) * [Perpetual Inventory](docs/user/manual/en/perpetual-inventory) * [Landed Stock Voucher](docs/user/manual/en/stock-transactions-landed-cost-voucher) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Stock Inspection

https://docs.erpnext.com/docs/user/manual/en/stock-inspection

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Stock Inspection</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Quality inspection in ERPNext stock module involves assessing and ensuring the quality of incoming and outgoing inventory items.</p><p>When items are received into stock, quality inspectors can perform inspections based on predefined criteria such as physical condition, specifications, or regulatory standards. Inspection results can be recorded, and items can be accepted, rejected, or placed on hold based on the inspection outcome.</p><p>During outgoing transactions such as sales or transfers, quality inspections can be conducted to verify that items meet specified quality standards before being shipped or transferred.</p><p>ERPNext facilitates the creation of inspection criteria, inspection plans, and inspection certificates to streamline the quality control process.</p><ul><li><p>Quality Inspection Template</p></li><li><p><a href="docs/user/manual/en/quality-inspection" rel="noopener noreferrer nofollow" target="_blank">Quality Inspection</a></p><p><br class="ProseMirror-trailingBreak"></p></li></ul></div> </div> <input value="fs3t2uhtnf" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Stock Inspection</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>Quality inspection in ERPNext stock module involves assessing and ensuring the quality of incoming and outgoing inventory items.</p><p>When items are received into stock, quality inspectors can perform inspections based on predefined criteria such as physical condition, specifications, or regulatory standards. Inspection results can be recorded, and items can be accepted, rejected, or placed on hold based on the inspection outcome.</p><p>During outgoing transactions such as sales or transfers, quality inspections can be conducted to verify that items meet specified quality standards before being shipped or transferred.</p><p>ERPNext facilitates the creation of inspection criteria, inspection plans, and inspection certificates to streamline the quality control process.</p><ul><li><p>Quality Inspection Template</p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/quality-inspection">Quality Inspection</a></p><p><br class="ProseMirror-trailingBreak"></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/stock-inspection" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Stock Inspection Quality inspection in ERPNext stock module involves assessing and ensuring the quality of incoming and outgoing inventory items. When items are received into stock, quality inspectors can perform inspections based on predefined criteria such as physical condition, specifications, or regulatory standards. Inspection results can be recorded, and items can be accepted, rejected, or placed on hold based on the inspection outcome. During outgoing transactions such as sales or transfers, quality inspections can be conducted to verify that items meet specified quality standards before being shipped or transferred. ERPNext facilitates the creation of inspection criteria, inspection plans, and inspection certificates to streamline the quality control process. Quality Inspection Template Quality Inspection

# Stock Inspection Edit Page New Page Revisions Page Settings Quality inspection in ERPNext stock module involves assessing and ensuring the quality of incoming and outgoing inventory items. When items are received into stock, quality inspectors can perform inspections based on predefined criteria such as physical condition, specifications, or regulatory standards. Inspection results can be recorded, and items can be accepted, rejected, or placed on hold based on the inspection outcome. During outgoing transactions such as sales or transfers, quality inspections can be conducted to verify that items meet specified quality standards before being shipped or transferred. ERPNext facilitates the creation of inspection criteria, inspection plans, and inspection certificates to streamline the quality control process. * Quality Inspection Template * [Quality Inspection](docs/user/manual/en/quality-inspection) ##### Stock Inspection pushkar edited 2 weeks ago × Quality inspection in ERPNext stock module involves assessing and ensuring the quality of incoming and outgoing inventory items. When items are received into stock, quality inspectors can perform inspections based on predefined criteria such as physical condition, specifications, or regulatory standards. Inspection results can be recorded, and items can be accepted, rejected, or placed on hold based on the inspection outcome. During outgoing transactions such as sales or transfers, quality inspections can be conducted to verify that items meet specified quality standards before being shipped or transferred. ERPNext facilitates the creation of inspection criteria, inspection plans, and inspection certificates to streamline the quality control process. * Quality Inspection Template * [Quality Inspection](docs/user/manual/en/quality-inspection) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Serial and Batch

https://docs.erpnext.com/docs/user/manual/en/serial-and-batch

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Serial and Batch</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>In ERPNext, serial and batch tracking are integral features for effectively managing inventory items with unique identifiers.</p><p>Serial tracking involves assigning a unique serial number to each individual item, enabling businesses to track its lifecycle from procurement to sale. This allows for precise traceability, warranty tracking, and identification of specific items in case of recalls or quality issues.</p><p>However, batch tracking involves grouping items with identical attributes, such as manufacturing date or lot number, into batches. This enables businesses to trace and manage batches of items as they move through the supply chain, ensuring compliance with regulations, managing expiry dates, and facilitating recalls if necessary.</p><p>Both serial and batch tracking functionalities in ERPNext provide businesses with granular control over inventory management, enhancing traceability, quality control, and compliance efforts.</p><ul><li><p><a href="docs/user/manual/en/serial-no" rel="noopener noreferrer nofollow" target="_blank">Serial Number</a></p></li><li><p><a href="docs/user/manual/en/serial-no-naming" rel="noopener noreferrer nofollow" target="_blank">Serial Number Naming</a></p></li><li><p><a href="docs/user/manual/en/batch" rel="noopener noreferrer nofollow" target="_blank">Batch</a></p></li><li><p><a href="docs/user/manual/en/serial-and-batch-bundle" rel="noopener noreferrer nofollow" target="_blank">Serial and Batch Bundle</a></p></li><li><p><a href="docs/user/manual/en/serial-no-naming" rel="noopener noreferrer nofollow" target="_blank">Serial Number Naming</a></p></li><li><p><a href="docs/user/manual/en/installation-note" rel="noopener noreferrer nofollow" target="_blank">Installation Notes</a></p></li><li><p><a href="docs/user/manual/en/managing-batch-wise-inventory" rel="noopener noreferrer nofollow" target="_blank">Managing Batch Wise Inventory</a></p></li></ul></div> </div> <input value="g4mgaqvt7n" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Serial and Batch</h5> <span class="small text-muted revision-time">pushkar edited 1 week ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>In ERPNext, serial and batch tracking are integral features for effectively managing inventory items with unique identifiers.</p><p>Serial tracking involves assigning a unique serial number to each individual item, enabling businesses to track its lifecycle from procurement to sale. This allows for precise traceability, warranty tracking, and identification of specific items in case of recalls or quality issues.</p><p>However, batch tracking involves grouping items with identical attributes, such as manufacturing date or lot number, into batches. This enables businesses to trace and manage batches of items as they move through the supply chain, ensuring compliance with regulations, managing expiry dates, and facilitating recalls if necessary.</p><p>Both serial and batch tracking functionalities in ERPNext provide businesses with granular control over inventory management, enhancing traceability, quality control, and compliance efforts.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/serial-no">Serial Number</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/batch">Batch</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/serial-and-batch-bundle">Serial and Batch Bundle</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/serial-no-naming">Serial Number Naming</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/installation-note">Installation Notes</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/managing-batch-wise-inventory">Managing Batch Wise Inventory</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/serial-and-batch" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Serial and Batch In ERPNext, serial and batch tracking are integral features for effectively managing inventory items with unique identifiers. Serial tracking involves assigning a unique serial number to each individual item, enabling businesses to track its lifecycle from procurement to sale. This allows for precise traceability, warranty tracking, and identification of specific items in case of recalls or quality issues. However, batch tracking involves grouping items with identical attributes, such as manufacturing date or lot number, into batches. This enables businesses to trace and manage batches of items as they move through the supply chain, ensuring compliance with regulations, managing expiry dates, and facilitating recalls if necessary. Both serial and batch tracking functionalities in ERPNext provide businesses with granular control over inventory management, enhancing traceability, quality control, and compliance efforts. Serial Number Serial Number Naming Batch Serial and Batch Bundle Serial Number Naming Installation Notes Managing Batch Wise Inventory

# Serial and Batch Edit Page New Page Revisions Page Settings In ERPNext, serial and batch tracking are integral features for effectively managing inventory items with unique identifiers. Serial tracking involves assigning a unique serial number to each individual item, enabling businesses to track its lifecycle from procurement to sale. This allows for precise traceability, warranty tracking, and identification of specific items in case of recalls or quality issues. However, batch tracking involves grouping items with identical attributes, such as manufacturing date or lot number, into batches. This enables businesses to trace and manage batches of items as they move through the supply chain, ensuring compliance with regulations, managing expiry dates, and facilitating recalls if necessary. Both serial and batch tracking functionalities in ERPNext provide businesses with granular control over inventory management, enhancing traceability, quality control, and compliance efforts. * [Serial Number](docs/user/manual/en/serial-no) * [Serial Number Naming](docs/user/manual/en/serial-no-naming) * [Batch](docs/user/manual/en/batch) * [Serial and Batch Bundle](docs/user/manual/en/serial-and-batch-bundle) * [Serial Number Naming](docs/user/manual/en/serial-no-naming) * [Installation Notes](docs/user/manual/en/installation-note) * [Managing Batch Wise Inventory](docs/user/manual/en/managing-batch-wise-inventory) ##### Serial and Batch pushkar edited 1 week ago × In ERPNext, serial and batch tracking are integral features for effectively managing inventory items with unique identifiers. Serial tracking involves assigning a unique serial number to each individual item, enabling businesses to track its lifecycle from procurement to sale. This allows for precise traceability, warranty tracking, and identification of specific items in case of recalls or quality issues. However, batch tracking involves grouping items with identical attributes, such as manufacturing date or lot number, into batches. This enables businesses to trace and manage batches of items as they move through the supply chain, ensuring compliance with regulations, managing expiry dates, and facilitating recalls if necessary. Both serial and batch tracking functionalities in ERPNext provide businesses with granular control over inventory management, enhancing traceability, quality control, and compliance efforts. * [Serial Number](docs/user/manual/en/serial-no) * [Batch](docs/user/manual/en/batch) * [Serial and Batch Bundle](docs/user/manual/en/serial-and-batch-bundle) * [Serial Number Naming](docs/user/manual/en/serial-no-naming) * [Installation Notes](docs/user/manual/en/installation-note) * [Managing Batch Wise Inventory](docs/user/manual/en/managing-batch-wise-inventory) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Stock Settings

https://docs.erpnext.com/docs/user/manual/en/stock-settings

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Stock Settings</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>You can set default settings for your stock related transactions from the Stock Settings page.</p><h2>1. Item Naming By</h2><p><img alt="Stock Settings" class="screenshot" contenteditable="false" draggable="true" src="/files/stock-settings-1.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>By default, the Item Name is set as per the Item Code entered. If you want Items to be named by a set <a href="/docs/v13/user/manual/en/setting-up/settings/naming-series" rel="noopener noreferrer nofollow" target="_blank">Naming Series</a> choose the 'Naming Series' option .</p><h2>2. Defaults</h2><h3>2.1 Default Item Group</h3><p>This will be the default item group allocated to a newly created item. Item groups are useful for classification and setting properties for the whole group. To know more visit the <a href="/docs/v13/user/manual/en/stock/item-group" rel="noopener noreferrer nofollow" target="_blank">Item Group</a> page.</p><h3>2.2 Default Stock UOM</h3><p>The default unit of measure for stock is set as numbers (Nos), it can be changed from here.</p><h3>2.3 Default Warehouse</h3><p>Set the default Warehouse from which the stock transactions are done. This will be fetched into the Default Warehouse in the Item master: <img alt="Stock Settings" class="screenshot" contenteditable="false" draggable="true" src="/files/stock-settings-def.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h3>2.4 Sample Retention Warehouse</h3><p>This is the Warehouse where sample retentions are stored. To know more, visit <a href="/docs/v13/user/manual/en/stock/retain-sample-stock" rel="noopener noreferrer nofollow" target="_blank">this page</a>.</p><h3>2.5 Default Valuation method</h3><p>FIFO - first in first out or moving average valuation for your items. The default method is FIFO. If you select Moving Average, new Items will be valuated on Moving Average. You can change this when creating new Items in the Item form. Once the Item is saved, the Valuation Method cannot be changed. Read more <a href="https://frappe.io/blog/erpnext-features/inventory-valuation-method-fifo-vs-moving-average" rel="noopener noreferrer nofollow" target="_blank">here</a>.</p><h2>3. Limit Percent</h2><p>This is the percentage you are allowed to receive or deliver more against the quantity ordered. For example: If you have ordered 100 units, Supplier sends 120 units and the percentage is set to 10% then you are allowed to receive 110 units. By default, this is set to 0.</p><h2>4. Role Allowed to Over Deliver/Receive</h2><p>Users with this role are allowed to over deliver/receive against orders above the allowance percentage</p><h2>5. Show Barcode Field</h2><p>A field to enter Barcode details for an item. If unticked, the field won't be visible in the Item form.</p><h2>6. Convert Item Description to Clean HTML</h2><p>Usually, descriptions are copy-pasted from a website or Word/PDF file and they contain a lot of embedded styles. This messes up the Print view of your invoices or quotes.</p><p>To fix this, you can check "Convert Item Description to Clean HTML" in Stock Settings. This will ensure that when you save the Items, their descriptions will be cleaned up.</p><p>If you want to control your description, views, and allow any HTML to be embedded, you can uncheck this property.</p><h2>7. Auto insert</h2><p><img alt="Stock Settings" class="screenshot" contenteditable="false" draggable="true" src="/files/stock-settings-2.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h3>7.1 Auto insert Price List rate if missing</h3><p>Enabling this will insert an Item Price to the Price List of an Item automatically when using the Item in its first transaction. This price is fetched from the 'Rate' set in the first transaction with the Item. The Price List depends on whether you're using a Purchase or Sales transaction.</p><p>Note that, the Item Price will be automatically inserted only in the first transaction if not already present.</p><p>If this is unticked, the 'Standard Selling Rate' set in the Item when creating the Item will be added as Item Price.</p><h3>7.2 Automatically Set Serial Nos based on FIFO</h3><p>Serial numbers for stock will be set automatically based on the Items entered based on first in first out. The Serial Numbers will be set automatically in transactions like Purchase/Sales Invoices, Delivery Notes, etc.</p><h2>8. Allow Negative Stock</h2><p>This will allow stock items to be displayed in negative values. Using this option depends on your use case. For example, the stock transaction entries are entered at the weekend or month-end. In this case, negative stock needs to be enabled so that you can continue with your purchase/sales transaction entries.</p><p>Instead of enabling negative stock globally you can also enable it for specific items.</p><h2>9. Set Qty in Transactions based on Serial No Input</h2><p>The quantity of items will be set according to the serial numbers. For example, if the user has added serial nos like A001, A002, and A003 then the system will set the quantity as 3 in the transaction.</p><h2>10. Automatic Material Request</h2><p><img alt="Stock Settings" class="screenshot" contenteditable="false" draggable="true" src="/files/stock-settings-3.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h3>10.1 Raise Material Request when the stock reaches re-order level</h3><p>This option is useful if you want to ensure a constant supply of raw materials/products and avoid shortage. A <a href="/docs/v13/user/manual/en/stock/material-request" rel="noopener noreferrer nofollow" target="_blank">Material Request</a> will be raised automatically when stock reached the re-order level defined in the <a href="/docs/v13/user/manual/en/stock/item#34-automatic-reordering" rel="noopener noreferrer nofollow" target="_blank">Item form</a>.</p><h3>10.2 Notify by Email on the creation of automatic Material Request</h3><p>An email will be sent to notify the User with the role 'Purchase Manager' when an automatic Material Request is created.</p><h2>11. Inter Warehouse Transfer Settings</h2><p><img alt="Delivery Note Material Transfer" class="screenshot" contenteditable="false" draggable="true" src="/files/inter-warehouse.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h3>11.1 Enable customer warehouse for material transfer from Delivery Note and Sales Invoice</h3><p>This option is useful when material transfer needs to be presented as a Delivery Note. For example, if there are statutory requirements where taxes are to be applied on each transfer of Material. It is easier to manage in a transaction like Delivery Note, than in the Stock Entry</p><h3>11.2 Enable supplier warehouse for material transfer from Purchase Receipt and Purchase Invoice</h3><p>Similar to above option this option is useful when material transfer needs to be presented as Purchase Receipt.</p><p>To know more about inter warehouse material transfer via Delivery Note and Purchase Invoice please refer this article <a href="/docs/v13/user/manual/en/stock/articles/material-transfer-from-delivery-note" rel="noopener noreferrer nofollow" target="_blank">Material Transfer From Delivery Note</a></p><h2>12. Freeze Stock Entries</h2><p>The User will not be allowed to make stock postings beyond this date.</p><p><img alt="Stock Settings" class="screenshot" contenteditable="false" draggable="true" src="/files/stock-settings-4.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><ul><li><p><strong>Stock Frozen Upto</strong>: A threshold date till which stocks will be frozen.</p></li><li><p><strong>Freeze Stocks Older Than [Days]</strong>: Stocks older than x days will be frozen. This is calculated based on the creation date of the item.</p></li><li><p><strong>Role Allowed to edit frozen stock</strong>: The role you choose here will be allowed to edit frozen stock.</p></li></ul><h2>13. Batch identification</h2><p>Global setting for batches of stocks to be identified by a <a href="/docs/v13/user/manual/en/setting-up/settings/naming-series" rel="noopener noreferrer nofollow" target="_blank">Naming Series</a>. You can override this in the Item DocType.</p><h2>14. Allow to Edit Stock Quantity</h2><p><br class="ProseMirror-trailingBreak"></p><p>Enable "Allow to Edit Stock UOM Qty for Sales Documents / Allow to Edit Stock UOM Qty for Purchase Documents" in the stock settings.</p><p><img alt="stock_settings_edit_stock_qty" contenteditable="false" draggable="true" src="/files/stock_settings_edit_stock_qty.png" title="stock_settings_edit_stock_qty.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p><strong>Why to Edit Stock Qty / Qty as Per Stock UOM</strong></p><p>If you're using multi-uom and your stock uom is a whole number, then you might face the issue that the Stock UOM should be non-decimal. Users experience this problem when they are unable to set an accurate conversion factor..</p><p><strong>Solution</strong></p><p style="text-align: start;">User will set the Stock Quantity and system will calculate the conversion factor</p><p style="text-align: start;"><img alt="stock_qty_editable" contenteditable="false" draggable="true" src="/files/stock_qty_editable.gif" title="stock_qty_editable.gif"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p style="text-align: start;"><br class="ProseMirror-trailingBreak"></p><p><br class="ProseMirror-trailingBreak"></p><p><br class="ProseMirror-trailingBreak"></p><p><br class="ProseMirror-trailingBreak"></p><p><br class="ProseMirror-trailingBreak"></p></div> </div> <input value="443a320f97" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Stock Settings</h5> <span class="small text-muted revision-time">rohit_waghchaure edited 8 months ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p>You can set default settings for your stock related transactions from the Stock Settings page.</p> <h2 id="1-item-naming-by">1. Item Naming By</h2> <p><img src="/files/stock-settings-1.png" alt="Stock Settings" class="screenshot"></p> <p>By default, the Item Name is set as per the Item Code entered. If you want Items to be named by a set <a href="/docs/v13/user/manual/en/setting-up/settings/naming-series">Naming Series</a> choose the 'Naming Series' option .</p> <h2 id="2-defaults">2. Defaults</h2> <h3 id="21-default-item-group">2.1 Default Item Group</h3> <p>This will be the default item group allocated to a newly created item. Item groups are useful for classification and setting properties for the whole group. To know more visit the <a href="/docs/v13/user/manual/en/stock/item-group">Item Group</a> page.</p> <h3 id="22-default-stock-uom">2.2 Default Stock UOM</h3> <p>The default unit of measure for stock is set as numbers (Nos), it can be changed from here.</p> <h3 id="23-default-warehouse">2.3 Default Warehouse</h3> <p>Set the default Warehouse from which the stock transactions are done. This will be fetched into the Default Warehouse in the Item master: <img src="/files/stock-settings-def.png" alt="Stock Settings" class="screenshot"></p> <h3 id="24-sample-retention-warehouse">2.4 Sample Retention Warehouse</h3> <p>This is the Warehouse where sample retentions are stored. To know more, visit <a href="/docs/v13/user/manual/en/stock/retain-sample-stock">this page</a>.</p> <h3 id="25-default-valuation-method">2.5 Default Valuation method</h3> <p>FIFO - first in first out or moving average valuation for your items. The default method is FIFO. If you select Moving Average, new Items will be valuated on Moving Average. You can change this when creating new Items in the Item form. Once the Item is saved, the Valuation Method cannot be changed. Read more <a href="https://frappe.io/blog/erpnext-features/inventory-valuation-method-fifo-vs-moving-average">here</a>.</p> <h2 id="3-limit-percent">3. Limit Percent</h2> <p>This is the percentage you are allowed to receive or deliver more against the quantity ordered. For example: If you have ordered 100 units, Supplier sends 120 units and the percentage is set to 10% then you are allowed to receive 110 units. By default, this is set to 0.</p> <h2 id="4-role-allowed-to-over-deliverreceive">4. Role Allowed to Over Deliver/Receive</h2> <p>Users with this role are allowed to over deliver/receive against orders above the allowance percentage</p> <h2 id="5-show-barcode-field">5. Show Barcode Field</h2> <p>A field to enter Barcode details for an item. If unticked, the field won't be visible in the Item form.</p> <h2 id="6-convert-item-description-to-clean-html">6. Convert Item Description to Clean HTML</h2> <p>Usually, descriptions are copy-pasted from a website or Word/PDF file and they contain a lot of embedded styles. This messes up the Print view of your invoices or quotes.</p> <p>To fix this, you can check "Convert Item Description to Clean HTML" in Stock Settings. This will ensure that when you save the Items, their descriptions will be cleaned up.</p> <p>If you want to control your description, views, and allow any HTML to be embedded, you can uncheck this property.</p> <h2 id="7-auto-insert">7. Auto insert</h2> <p><img src="/files/stock-settings-2.png" alt="Stock Settings" class="screenshot"></p> <h3 id="71-auto-insert-price-list-rate-if-missing">7.1 Auto insert Price List rate if missing</h3> <p>Enabling this will insert an Item Price to the Price List of an Item automatically when using the Item in its first transaction. This price is fetched from the 'Rate' set in the first transaction with the Item. The Price List depends on whether you're using a Purchase or Sales transaction.</p> <p>Note that, the Item Price will be automatically inserted only in the first transaction if not already present.</p> <p>If this is unticked, the 'Standard Selling Rate' set in the Item when creating the Item will be added as Item Price.</p> <h3 id="72-automatically-set-serial-nos-based-on-fifo">7.2 Automatically Set Serial Nos based on FIFO</h3> <p>Serial numbers for stock will be set automatically based on the Items entered based on first in first out. The Serial Numbers will be set automatically in transactions like Purchase/Sales Invoices, Delivery Notes, etc.</p> <h2 id="8-allow-negative-stock">8. Allow Negative Stock</h2> <p>This will allow stock items to be displayed in negative values. Using this option depends on your use case. For example, the stock transaction entries are entered at the weekend or month-end. In this case, negative stock needs to be enabled so that you can continue with your purchase/sales transaction entries.</p> <p>Instead of enabling negative stock globally you can also enable it for specific items.</p> <h2 id="9-set-qty-in-transactions-based-on-serial-no-input">9. Set Qty in Transactions based on Serial No Input</h2> <p>The quantity of items will be set according to the serial numbers. For example, if the user has added serial nos like A001, A002, and A003 then the system will set the quantity as 3 in the transaction.</p> <h2 id="10-automatic-material-request">10. Automatic Material Request</h2> <p><img src="/files/stock-settings-3.png" alt="Stock Settings" class="screenshot"></p> <h3 id="101-raise-material-request-when-the-stock-reaches-re-order-level">10.1 Raise Material Request when the stock reaches re-order level</h3> <p>This option is useful if you want to ensure a constant supply of raw materials/products and avoid shortage. A <a href="/docs/v13/user/manual/en/stock/material-request">Material Request</a> will be raised automatically when stock reached the re-order level defined in the <a href="/docs/v13/user/manual/en/stock/item#34-automatic-reordering">Item form</a>.</p> <h3 id="102-notify-by-email-on-the-creation-of-automatic-material-request">10.2 Notify by Email on the creation of automatic Material Request</h3> <p>An email will be sent to notify the User with the role 'Purchase Manager' when an automatic Material Request is created.</p> <h2 id="11-inter-warehouse-transfer-settings">11. Inter Warehouse Transfer Settings</h2> <p><img class="screenshot" alt="Delivery Note Material Transfer" src="/files/inter-warehouse.png"></p> <h3 id="111-enable-customer-warehouse-for-material-transfer-from-delivery-note-and-sales-invoice">11.1 Enable customer warehouse for material transfer from Delivery Note and Sales Invoice</h3> <p>This option is useful when material transfer needs to be presented as a Delivery Note. For example, if there are statutory requirements where taxes are to be applied on each transfer of Material. It is easier to manage in a transaction like Delivery Note, than in the Stock Entry</p> <h3 id="112-enable-supplier-warehouse-for-material-transfer-from-purchase-receipt-and-purchase-invoice">11.2 Enable supplier warehouse for material transfer from Purchase Receipt and Purchase Invoice</h3> <p>Similar to above option this option is useful when material transfer needs to be presented as Purchase Receipt.</p> <p>To know more about inter warehouse material transfer via Delivery Note and Purchase Invoice please refer this article <a href="/docs/v13/user/manual/en/stock/articles/material-transfer-from-delivery-note">Material Transfer From Delivery Note</a></p> <h2 id="12-freeze-stock-entries">12. Freeze Stock Entries</h2> <p>The User will not be allowed to make stock postings beyond this date.</p> <p><img src="/files/stock-settings-4.png" alt="Stock Settings" class="screenshot"></p> <ul> <li><strong>Stock Frozen Upto</strong>: A threshold date till which stocks will be frozen.</li> <li><strong>Freeze Stocks Older Than [Days]</strong>: Stocks older than x days will be frozen. This is calculated based on the creation date of the item.</li> <li><strong>Role Allowed to edit frozen stock</strong>: The role you choose here will be allowed to edit frozen stock.</li> </ul> <h2 id="13-batch-identification">13. Batch identification</h2> <p>Global setting for batches of stocks to be identified by a <a href="/docs/v13/user/manual/en/setting-up/settings/naming-series">Naming Series</a>. You can override this in the Item DocType.</p> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/stock-settings" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Stock Settings You can set default settings for your stock related transactions from the Stock Settings page. 1. Item Naming By By default, the Item Name is set as per the Item Code entered. If you want Items to be named by a set Naming Series choose the 'Naming Series' option . 2. Defaults 2.1 Default Item Group This will be the default item group allocated to a newly created item. Item groups are useful for classification and setting properties for the whole group. To know more visit the Item Group page. 2.2 Default Stock UOM The default unit of measure for stock is set as numbers (Nos), it can be changed from here. 2.3 Default Warehouse Set the default Warehouse from which the stock transactions are done. This will be fetched into the Default Warehouse in the Item master: 2.4 Sample Retention Warehouse This is the Warehouse where sample retentions are stored. To know more, visit this page. 2.5 Default Valuation method FIFO - first in first out or moving average valuation for your items. The default method is FIFO. If you select Moving Average, new Items will be valuated on Moving Average. You can change this when creating new Items in the Item form. Once the Item is saved, the Valuation Method cannot be changed. Read more here. 3. Limit Percent This is the percentage you are allowed to receive or deliver more against the quantity ordered. For example: If you have ordered 100 units, Supplier sends 120 units and the percentage is set to 10% then you are allowed to receive 110 units. By default, this is set to 0. 4. Role Allowed to Over Deliver/Receive Users with this role are allowed to over deliver/receive against orders above the allowance percentage 5. Show Barcode Field A field to enter Barcode details for an item. If unticked, the field won't be visible in the Item form. 6. Convert Item Description to Clean HTML Usually, descriptions are copy-pasted from a website or Word/PDF file and they contain a lot of embedded styles. This messes up the Print view of your invoices or quotes. To fix this, you can check "Convert Item Description to Clean HTML" in Stock Settings. This will ensure that when you save the Items, their descriptions will be cleaned up. If you want to control your description, views, and allow any HTML to be embedded, you can uncheck this property. 7. Auto insert 7.1 Auto insert Price List rate if missing Enabling this will insert an Item Price to the Price List of an Item automatically when using the Item in its first transaction. This price is fetched from the 'Rate' set in the first transaction with the Item. The Price List depends on whether you're using a Purchase or Sales transaction. Note that, the Item Price will be automatically inserted only in the first transaction if not already present. If this is unticked, the 'Standard Selling Rate' set in the Item when creating the Item will be added as Item Price. 7.2 Automatically Set Serial Nos based on FIFO Serial numbers for stock will be set automatically based on the Items entered based on first in first out. The Serial Numbers will be set automatically in transactions like Purchase/Sales Invoices, Delivery Notes, etc. 8. Allow Negative Stock This will allow stock items to be displayed in negative values. Using this option depends on your use case. For example, the stock transaction entries are entered at the weekend or month-end. In this case, negative stock needs to be enabled so that you can continue with your purchase/sales transaction entries. Instead of enabling negative stock globally you can also enable it for specific items. 9. Set Qty in Transactions based on Serial No Input The quantity of items will be set according to the serial numbers. For example, if the user has added serial nos like A001, A002, and A003 then the system will set the quantity as 3 in the transaction. 10. Automatic Material Request 10.1 Raise Material Request when the stock reaches re-order level This option is useful if you want to ensure a constant supply of raw materials/products and avoid shortage. A Material Request will be raised automatically when stock reached the re-order level defined in the Item form. 10.2 Notify by Email on the creation of automatic Material Request An email will be sent to notify the User with the role 'Purchase Manager' when an automatic Material Request is created. 11. Inter Warehouse Transfer Settings 11.1 Enable customer warehouse for material transfer from Delivery Note and Sales Invoice This option is useful when material transfer needs to be presented as a Delivery Note. For example, if there are statutory requirements where taxes are to be applied on each transfer of Material. It is easier to manage in a transaction like Delivery Note, than in the Stock Entry 11.2 Enable supplier warehouse for material transfer from Purchase Receipt and Purchase Invoice Similar to above option this option is useful when material transfer needs to be presented as Purchase Receipt. To know more about inter warehouse material transfer via Delivery Note and Purchase Invoice please refer this article Material Transfer From Delivery Note 12. Freeze Stock Entries The User will not be allowed to make stock postings beyond this date. Stock Frozen Upto: A threshold date till which stocks will be frozen. Freeze Stocks Older Than [Days]: Stocks older than x days will be frozen. This is calculated based on the creation date of the item. Role Allowed to edit frozen stock: The role you choose here will be allowed to edit frozen stock. 13. Batch identification Global setting for batches of stocks to be identified by a Naming Series. You can override this in the Item DocType. 14. Allow to Edit Stock Quantity Enable "Allow to Edit Stock UOM Qty for Sales Documents / Allow to Edit Stock UOM Qty for Purchase Documents" in the stock settings. Why to Edit Stock Qty / Qty as Per Stock UOM If you're using multi-uom and your stock uom is a whole number, then you might face the issue that the Stock UOM should be non-decimal. Users experience this problem when they are unable to set an accurate conversion factor.. Solution User will set the Stock Quantity and system will calculate the conversion factor

# Stock Settings Edit Page New Page Revisions Page Settings You can set default settings for your stock related transactions from the Stock Settings page. ## 1\. Item Naming By  By default, the Item Name is set as per the Item Code entered. If you want Items to be named by a set [Naming Series](/docs/v13/user/manual/en/setting- up/settings/naming-series) choose the 'Naming Series' option . ## 2\. Defaults ### 2.1 Default Item Group This will be the default item group allocated to a newly created item. Item groups are useful for classification and setting properties for the whole group. To know more visit the [Item Group](/docs/v13/user/manual/en/stock/item-group) page. ### 2.2 Default Stock UOM The default unit of measure for stock is set as numbers (Nos), it can be changed from here. ### 2.3 Default Warehouse Set the default Warehouse from which the stock transactions are done. This will be fetched into the Default Warehouse in the Item master:  ### 2.4 Sample Retention Warehouse This is the Warehouse where sample retentions are stored. To know more, visit [this page](/docs/v13/user/manual/en/stock/retain-sample-stock). ### 2.5 Default Valuation method FIFO - first in first out or moving average valuation for your items. The default method is FIFO. If you select Moving Average, new Items will be valuated on Moving Average. You can change this when creating new Items in the Item form. Once the Item is saved, the Valuation Method cannot be changed. Read more [here](https://frappe.io/blog/erpnext-features/inventory-valuation- method-fifo-vs-moving-average). ## 3\. Limit Percent This is the percentage you are allowed to receive or deliver more against the quantity ordered. For example: If you have ordered 100 units, Supplier sends 120 units and the percentage is set to 10% then you are allowed to receive 110 units. By default, this is set to 0. ## 4\. Role Allowed to Over Deliver/Receive Users with this role are allowed to over deliver/receive against orders above the allowance percentage ## 5\. Show Barcode Field A field to enter Barcode details for an item. If unticked, the field won't be visible in the Item form. ## 6\. Convert Item Description to Clean HTML Usually, descriptions are copy-pasted from a website or Word/PDF file and they contain a lot of embedded styles. This messes up the Print view of your invoices or quotes. To fix this, you can check "Convert Item Description to Clean HTML" in Stock Settings. This will ensure that when you save the Items, their descriptions will be cleaned up. If you want to control your description, views, and allow any HTML to be embedded, you can uncheck this property. ## 7\. Auto insert  ### 7.1 Auto insert Price List rate if missing Enabling this will insert an Item Price to the Price List of an Item automatically when using the Item in its first transaction. This price is fetched from the 'Rate' set in the first transaction with the Item. The Price List depends on whether you're using a Purchase or Sales transaction. Note that, the Item Price will be automatically inserted only in the first transaction if not already present. If this is unticked, the 'Standard Selling Rate' set in the Item when creating the Item will be added as Item Price. ### 7.2 Automatically Set Serial Nos based on FIFO Serial numbers for stock will be set automatically based on the Items entered based on first in first out. The Serial Numbers will be set automatically in transactions like Purchase/Sales Invoices, Delivery Notes, etc. ## 8\. Allow Negative Stock This will allow stock items to be displayed in negative values. Using this option depends on your use case. For example, the stock transaction entries are entered at the weekend or month-end. In this case, negative stock needs to be enabled so that you can continue with your purchase/sales transaction entries. Instead of enabling negative stock globally you can also enable it for specific items. ## 9\. Set Qty in Transactions based on Serial No Input The quantity of items will be set according to the serial numbers. For example, if the user has added serial nos like A001, A002, and A003 then the system will set the quantity as 3 in the transaction. ## 10\. Automatic Material Request  ### 10.1 Raise Material Request when the stock reaches re-order level This option is useful if you want to ensure a constant supply of raw materials/products and avoid shortage. A [Material Request](/docs/v13/user/manual/en/stock/material-request) will be raised automatically when stock reached the re-order level defined in the [Item form](/docs/v13/user/manual/en/stock/item#34-automatic-reordering). ### 10.2 Notify by Email on the creation of automatic Material Request An email will be sent to notify the User with the role 'Purchase Manager' when an automatic Material Request is created. ## 11\. Inter Warehouse Transfer Settings  ### 11.1 Enable customer warehouse for material transfer from Delivery Note and Sales Invoice This option is useful when material transfer needs to be presented as a Delivery Note. For example, if there are statutory requirements where taxes are to be applied on each transfer of Material. It is easier to manage in a transaction like Delivery Note, than in the Stock Entry ### 11.2 Enable supplier warehouse for material transfer from Purchase Receipt and Purchase Invoice Similar to above option this option is useful when material transfer needs to be presented as Purchase Receipt. To know more about inter warehouse material transfer via Delivery Note and Purchase Invoice please refer this article [Material Transfer From Delivery Note](/docs/v13/user/manual/en/stock/articles/material-transfer-from-delivery- note) ## 12\. Freeze Stock Entries The User will not be allowed to make stock postings beyond this date.  * **Stock Frozen Upto** : A threshold date till which stocks will be frozen. * **Freeze Stocks Older Than [Days]** : Stocks older than x days will be frozen. This is calculated based on the creation date of the item. * **Role Allowed to edit frozen stock** : The role you choose here will be allowed to edit frozen stock. ## 13\. Batch identification Global setting for batches of stocks to be identified by a [Naming Series](/docs/v13/user/manual/en/setting-up/settings/naming-series). You can override this in the Item DocType. ## 14\. Allow to Edit Stock Quantity Enable "Allow to Edit Stock UOM Qty for Sales Documents / Allow to Edit Stock UOM Qty for Purchase Documents" in the stock settings.  **Why to Edit Stock Qty / Qty as Per Stock UOM** If you're using multi-uom and your stock uom is a whole number, then you might face the issue that the Stock UOM should be non-decimal. Users experience this problem when they are unable to set an accurate conversion factor.. **Solution** User will set the Stock Quantity and system will calculate the conversion factor  ##### Stock Settings rohit_waghchaure edited 8 months ago × You can set default settings for your stock related transactions from the Stock Settings page. ## 1\. Item Naming By  By default, the Item Name is set as per the Item Code entered. If you want Items to be named by a set [Naming Series](/docs/v13/user/manual/en/setting- up/settings/naming-series) choose the 'Naming Series' option . ## 2\. Defaults ### 2.1 Default Item Group This will be the default item group allocated to a newly created item. Item groups are useful for classification and setting properties for the whole group. To know more visit the [Item Group](/docs/v13/user/manual/en/stock/item-group) page. ### 2.2 Default Stock UOM The default unit of measure for stock is set as numbers (Nos), it can be changed from here. ### 2.3 Default Warehouse Set the default Warehouse from which the stock transactions are done. This will be fetched into the Default Warehouse in the Item master:  ### 2.4 Sample Retention Warehouse This is the Warehouse where sample retentions are stored. To know more, visit [this page](/docs/v13/user/manual/en/stock/retain-sample-stock). ### 2.5 Default Valuation method FIFO - first in first out or moving average valuation for your items. The default method is FIFO. If you select Moving Average, new Items will be valuated on Moving Average. You can change this when creating new Items in the Item form. Once the Item is saved, the Valuation Method cannot be changed. Read more [here](https://frappe.io/blog/erpnext-features/inventory-valuation- method-fifo-vs-moving-average). ## 3\. Limit Percent This is the percentage you are allowed to receive or deliver more against the quantity ordered. For example: If you have ordered 100 units, Supplier sends 120 units and the percentage is set to 10% then you are allowed to receive 110 units. By default, this is set to 0. ## 4\. Role Allowed to Over Deliver/Receive Users with this role are allowed to over deliver/receive against orders above the allowance percentage ## 5\. Show Barcode Field A field to enter Barcode details for an item. If unticked, the field won't be visible in the Item form. ## 6\. Convert Item Description to Clean HTML Usually, descriptions are copy-pasted from a website or Word/PDF file and they contain a lot of embedded styles. This messes up the Print view of your invoices or quotes. To fix this, you can check "Convert Item Description to Clean HTML" in Stock Settings. This will ensure that when you save the Items, their descriptions will be cleaned up. If you want to control your description, views, and allow any HTML to be embedded, you can uncheck this property. ## 7\. Auto insert  ### 7.1 Auto insert Price List rate if missing Enabling this will insert an Item Price to the Price List of an Item automatically when using the Item in its first transaction. This price is fetched from the 'Rate' set in the first transaction with the Item. The Price List depends on whether you're using a Purchase or Sales transaction. Note that, the Item Price will be automatically inserted only in the first transaction if not already present. If this is unticked, the 'Standard Selling Rate' set in the Item when creating the Item will be added as Item Price. ### 7.2 Automatically Set Serial Nos based on FIFO Serial numbers for stock will be set automatically based on the Items entered based on first in first out. The Serial Numbers will be set automatically in transactions like Purchase/Sales Invoices, Delivery Notes, etc. ## 8\. Allow Negative Stock This will allow stock items to be displayed in negative values. Using this option depends on your use case. For example, the stock transaction entries are entered at the weekend or month-end. In this case, negative stock needs to be enabled so that you can continue with your purchase/sales transaction entries. Instead of enabling negative stock globally you can also enable it for specific items. ## 9\. Set Qty in Transactions based on Serial No Input The quantity of items will be set according to the serial numbers. For example, if the user has added serial nos like A001, A002, and A003 then the system will set the quantity as 3 in the transaction. ## 10\. Automatic Material Request  ### 10.1 Raise Material Request when the stock reaches re-order level This option is useful if you want to ensure a constant supply of raw materials/products and avoid shortage. A [Material Request](/docs/v13/user/manual/en/stock/material-request) will be raised automatically when stock reached the re-order level defined in the [Item form](/docs/v13/user/manual/en/stock/item#34-automatic-reordering). ### 10.2 Notify by Email on the creation of automatic Material Request An email will be sent to notify the User with the role 'Purchase Manager' when an automatic Material Request is created. ## 11\. Inter Warehouse Transfer Settings  ### 11.1 Enable customer warehouse for material transfer from Delivery Note and Sales Invoice This option is useful when material transfer needs to be presented as a Delivery Note. For example, if there are statutory requirements where taxes are to be applied on each transfer of Material. It is easier to manage in a transaction like Delivery Note, than in the Stock Entry ### 11.2 Enable supplier warehouse for material transfer from Purchase Receipt and Purchase Invoice Similar to above option this option is useful when material transfer needs to be presented as Purchase Receipt. To know more about inter warehouse material transfer via Delivery Note and Purchase Invoice please refer this article [Material Transfer From Delivery Note](/docs/v13/user/manual/en/stock/articles/material-transfer-from-delivery- note) ## 12\. Freeze Stock Entries The User will not be allowed to make stock postings beyond this date.  * **Stock Frozen Upto** : A threshold date till which stocks will be frozen. * **Freeze Stocks Older Than [Days]** : Stocks older than x days will be frozen. This is calculated based on the creation date of the item. * **Role Allowed to edit frozen stock** : The role you choose here will be allowed to edit frozen stock. ## 13\. Batch identification Global setting for batches of stocks to be identified by a [Naming Series](/docs/v13/user/manual/en/setting-up/settings/naming-series). You can override this in the Item DocType. Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Stock Reposting Settings

https://docs.erpnext.com/docs/user/manual/en/stock-reposting-settings

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Stock Reposting Settings</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p><img alt="Screenshot 2024-04-24 at 12.54.08 PM" contenteditable="false" draggable="true" src="/files/Screenshot%202024-04-24%20at%2012.54.08%20PM.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h3><strong>Limit timeslot for Stock Reposting </strong></h3><p>If you want to run the reposting in a specific time then you can enable the checkbox "<strong>Limit timeslot for Stock Reposting</strong>". With this configuration you can avoid deadlock issues which occurs during the reposting.</p><h3>Limits don't apply on</h3><p>If you want to run the reposting full day and not on a specific time, especially when you have weekly off then you can use this configuration.</p><h3>Use Item Based Reposting</h3><p>This option is helpful when you want to speed up reposting. The system skips reposting for duplicate items and warehouses to improve speed.</p><h3> Do reposting for each Stock Transaction</h3><p>The system creates a reposting record for backdated entries. This means that the system only generates a reposting record if a future transaction exists for the same item and warehouse. We have seen cases where system has not created reposting entry for backdated transaction because of concurrency issues. So to solve them added this option which won't check whether the future transaction exists for the same item and warehouse to make reporting record. This is also added for an audit purpose.</p><h3><strong>Notify Reposting Error to Role</strong></h3><p>If reposting fails due to any issues, the system sends emails to the system managers. If you don't want to send failure emails to the system managers, you can configure a role, and the system will then send the email to the users assigned to that respective role.</p><p><br class="ProseMirror-trailingBreak"></p><p><br class="ProseMirror-trailingBreak"></p><p><br class="ProseMirror-trailingBreak"></p><p><br class="ProseMirror-trailingBreak"></p><p><br class="ProseMirror-trailingBreak"></p><p><br class="ProseMirror-trailingBreak"></p><p><br class="ProseMirror-trailingBreak"></p></div> </div> <input value="e74iagouit" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Stock Reposting Settings</h5> <span class="small text-muted revision-time">rohit_waghchaure edited 3 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/stock-reposting-settings" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Stock Reposting Settings Limit timeslot for Stock Reposting If you want to run the reposting in a specific time then you can enable the checkbox "Limit timeslot for Stock Reposting". With this configuration you can avoid deadlock issues which occurs during the reposting. Limits don't apply on If you want to run the reposting full day and not on a specific time, especially when you have weekly off then you can use this configuration. Use Item Based Reposting This option is helpful when you want to speed up reposting. The system skips reposting for duplicate items and warehouses to improve speed. Do reposting for each Stock Transaction The system creates a reposting record for backdated entries. This means that the system only generates a reposting record if a future transaction exists for the same item and warehouse. We have seen cases where system has not created reposting entry for backdated transaction because of concurrency issues. So to solve them added this option which won't check whether the future transaction exists for the same item and warehouse to make reporting record. This is also added for an audit purpose. Notify Reposting Error to Role If reposting fails due to any issues, the system sends emails to the system managers. If you don't want to send failure emails to the system managers, you can configure a role, and the system will then send the email to the users assigned to that respective role.

# Stock Reposting Settings Edit Page New Page Revisions Page Settings  ### **Limit timeslot for Stock Reposting** If you want to run the reposting in a specific time then you can enable the checkbox "**Limit timeslot for Stock Reposting** ". With this configuration you can avoid deadlock issues which occurs during the reposting. ### Limits don't apply on If you want to run the reposting full day and not on a specific time, especially when you have weekly off then you can use this configuration. ### Use Item Based Reposting This option is helpful when you want to speed up reposting. The system skips reposting for duplicate items and warehouses to improve speed. ### Do reposting for each Stock Transaction The system creates a reposting record for backdated entries. This means that the system only generates a reposting record if a future transaction exists for the same item and warehouse. We have seen cases where system has not created reposting entry for backdated transaction because of concurrency issues. So to solve them added this option which won't check whether the future transaction exists for the same item and warehouse to make reporting record. This is also added for an audit purpose. ### **Notify Reposting Error to Role** If reposting fails due to any issues, the system sends emails to the system managers. If you don't want to send failure emails to the system managers, you can configure a role, and the system will then send the email to the users assigned to that respective role. ##### Stock Reposting Settings rohit_waghchaure edited 3 weeks ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Stock Reports

https://docs.erpnext.com/docs/user/manual/en/stock-reports

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Stock Reports</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Stock reports in ERPNext provide valuable insights into the status and movements of inventory within an organization.</p><p>These reports typically include information such as current stock levels, stock transactions, stock valuations, stock aging, and item-wise details. Inventory managers can generate stock reports to track stock availability, identify trends in stock movements, monitor inventory turnover rates, and analyse stock-related costs.</p><ul><li><p><a href="docs/user/manual/en/stock-ledger" rel="noopener noreferrer nofollow" target="_blank">Stock Ledger Report</a></p></li><li><p><a href="docs/user/manual/en/stock-level-report" rel="noopener noreferrer nofollow" target="_blank">Stock Level Report</a></p></li><li><p><a href="docs/user/manual/en/bom_explorer" rel="noopener noreferrer nofollow" target="_blank">BOM Explorer</a></p></li><li><p><a href="docs/user/manual/en/closing-stock-balance" rel="noopener noreferrer nofollow" target="_blank">Closing Stock Balance</a></p></li><li><p><a href="docs/user/manual/en/stock-value-account-value-comparison" rel="noopener noreferrer nofollow" target="_blank">Stock Value and Account Value Comparison</a></p></li></ul></div> </div> <input value="g9jjqp52ml" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Stock Reports</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>Stock reports in ERPNext provide valuable insights into the status and movements of inventory within an organization.</p><p>These reports typically include information such as current stock levels, stock transactions, stock valuations, stock aging, and item-wise details. Inventory managers can generate stock reports to track stock availability, identify trends in stock movements, monitor inventory turnover rates, and analyse stock-related costs.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/stock-ledger">Stock Ledger Report</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/stock-level-report">Stock Level Report</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/bom_explorer">BOM Explorer</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/closing-stock-balance">Closing Stock Balance</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/stock-value-account-value-comparison">Stock Value and Account Value Comparison</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/stock-reports" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Stock Reports Stock reports in ERPNext provide valuable insights into the status and movements of inventory within an organization. These reports typically include information such as current stock levels, stock transactions, stock valuations, stock aging, and item-wise details. Inventory managers can generate stock reports to track stock availability, identify trends in stock movements, monitor inventory turnover rates, and analyse stock-related costs. Stock Ledger Report Stock Level Report BOM Explorer Closing Stock Balance Stock Value and Account Value Comparison

# Stock Reports Edit Page New Page Revisions Page Settings Stock reports in ERPNext provide valuable insights into the status and movements of inventory within an organization. These reports typically include information such as current stock levels, stock transactions, stock valuations, stock aging, and item-wise details. Inventory managers can generate stock reports to track stock availability, identify trends in stock movements, monitor inventory turnover rates, and analyse stock-related costs. * [Stock Ledger Report](docs/user/manual/en/stock-ledger) * [Stock Level Report](docs/user/manual/en/stock-level-report) * [BOM Explorer](docs/user/manual/en/bom_explorer) * [Closing Stock Balance](docs/user/manual/en/closing-stock-balance) * [Stock Value and Account Value Comparison](docs/user/manual/en/stock-value-account-value-comparison) ##### Stock Reports pushkar edited 2 weeks ago × Stock reports in ERPNext provide valuable insights into the status and movements of inventory within an organization. These reports typically include information such as current stock levels, stock transactions, stock valuations, stock aging, and item-wise details. Inventory managers can generate stock reports to track stock availability, identify trends in stock movements, monitor inventory turnover rates, and analyse stock-related costs. * [Stock Ledger Report](docs/user/manual/en/stock-ledger) * [Stock Level Report](docs/user/manual/en/stock-level-report) * [BOM Explorer](docs/user/manual/en/bom_explorer) * [Closing Stock Balance](docs/user/manual/en/closing-stock-balance) * [Stock Value and Account Value Comparison](docs/user/manual/en/stock-value-account-value-comparison) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Basics of Manufacturing

https://docs.erpnext.com/docs/user/manual/en/onboarding

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Basics of Manufacturing</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p>ERPNext comes batteries included for all requirements of a manufacturing business like maintaining Warehouses, Workstation / Machine, Operations, Finished Goods, Raw Materials, Bill of Materials tracking, Work Order planning and execution, procurement, and a lot more.</p> <h2 id="1-master-data">1. Master Data</h2> <p>The Manufacturing module in ERPNext helps you to maintain Warehouses(location), Workstations, Operations, Finished Goods, and Raw Materials. For manufacturing Operations and their respective Workstations are important, which can be configured based on the Finished Goods in the Bill of Materials. Warehouses are useful to store the Raw Materials and the Finished Goods. In ERPNext, users can create separate Warehouse to keep Raw Materials, and Finished Goods.</p> <p>More details are as below:</p> <ol> <li><a href="/docs/v13/user/manual/en/stock/warehouse">Warehouse</a></li> <li><a href="/docs/v13/user/manual/en/manufacturing/workstation">Workstation / Machine</a></li> <li><a href="/docs/v13/user/manual/en/manufacturing/operation">Operation</a></li> <li><a href="/docs/v13/user/manual/en/stock/item">Raw Material / Finished Good</a></li> <li><a href="/docs/v13/user/manual/en/manufacturing/routing">Routing</a></li> </ol> <h2 id="2-transaction-data">2. Transaction Data</h2> <p>The Manufacturing module in ERPNext helps you to maintain a multilevel Bill of Materials (BOMs) for your Items. It helps in product costing, production planning, creating work orders for your manufacturing shop floors, creating job cards, and planning inventory by getting your material requirements via BOMs (also called <a href="https://erpnext.com/blog/general/what-is-mrp-and-do-you-need-it">Material Requirements Planning or MRP</a>).</p> <p>More details are as below:</p> <ol> <li><a href="/docs/v13/user/manual/en/manufacturing/bill-of-materials">Bill Of Materials</a></li> <li><a href="/docs/v13/user/manual/en/manufacturing/work-order">Work Order</a></li> <li><a href="/docs/v13/user/manual/en/manufacturing/job-card">Job Card</a></li> <li><a href="/docs/v13/user/manual/en/manufacturing/production-plan">Production Plan</a></li> </ol> <h2 id="3-types-of-production-planning">3. Types of Production Planning</h2> <p>Broadly, there are three types of Production Planning Systems:</p> <ul> <li><strong>Make to Stock:</strong> In these systems, production is planned based on a forecast and the Items are then sold to distributors or customers. All fast-moving consumer goods that are sold in retail shops like soaps, packaged water, etc. and electronics like phones are made to stock.</li> <li><strong>Make to Order:</strong> In these systems, items are manufactured only after the customer places an order of a certain number according to the customer's requirement. For example, a wedding cake.</li> <li><strong>Engineer to Order:</strong> In this case, each sale is a separate project and has to be designed and engineered to the requirements of the customer. Common examples of this are any custom business-like furniture, machine tools, specialty devices, metal fabrication, etc.</li> </ul> <p>Most small and medium-sized manufacturing businesses are based on a make to order or engineer to order system and so is ERPNext.</p> <p>For engineer to order systems, the Manufacturing module should be used along with the <a href="/docs/v13/user/manual/en/projects">Project module</a>.</p> <h2 id="4-manufacturing-impact-on-inventory">4. Manufacturing impact on Inventory</h2> <p>Work order status is dependent upon the stock transactions made against it. In ERPNext, you can transfer the raw materials required to make finished goods from Store to Work In Progress Warehouse. From Work-In-Progress warehouse the raw materials can be consumed using the Stock Entry. You get the option to either bulk consume the raw materials and add the finished good or consumed the materials first and then add the finished good.</p> <h2 id="5-erpnext-manufacturing-demo">5. ERPNext Manufacturing Demo</h2> <p>Check out the following video to know about features in the manufacturing module.</p> <div class="embed-container"> <iframe allowfullscreen="" frameborder="0" src="https://www.youtube.com/embed/xE74wdQU5cc"></iframe> </div> <!-- &lt;img class=&quot;screenshot&quot; alt=&quot;Task&quot; src=&quot;/files/manufacturing.png&quot;&gt; --> </div> <input value="da7fdbbc99" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Basics of Manufacturing</h5> <span class="small text-muted revision-time">ajay@frappe.io edited 2 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p>ERPNext comes batteries included for all requirements of a manufacturing business like maintaining Warehouses, Workstation / Machine, Operations, Finished Goods, Raw Materials, Bill of Materials tracking, Work Order planning and execution, procurement, and a lot more.</p> <p><img class="screenshot" alt="BOM" src="/files/onboarding.png"></p> <h2 id="1-master-data">1. Master Data</h2> <p>The Manufacturing module in ERPNext helps you to maintain Warehouses(location), Workstations, Operations, Finished Goods, and Raw Materials. For manufacturing Operations and their respective Workstations are important, which can be configured based on the Finished Goods in the Bill of Materials. Warehouses are useful to store the Raw Materials and the Finished Goods. In ERPNext, users can create separate Warehouse to keep Raw Materials, and Finished Goods.</p> <p>More details are as below:</p> <ol> <li><a href="/docs/v13/user/manual/en/stock/warehouse">Warehouse</a></li> <li><a href="/docs/v13/user/manual/en/manufacturing/workstation">Workstation / Machine</a></li> <li><a href="/docs/v13/user/manual/en/manufacturing/operation">Operation</a></li> <li><a href="/docs/v13/user/manual/en/stock/item">Raw Material / Finished Good</a></li> <li><a href="/docs/v13/user/manual/en/manufacturing/routing">Routing</a></li> </ol> <h2 id="2-transaction-data">2. Transaction Data</h2> <p>The Manufacturing module in ERPNext helps you to maintain a multilevel Bill of Materials (BOMs) for your Items. It helps in product costing, production planning, creating work orders for your manufacturing shop floors, creating job cards, and planning inventory by getting your material requirements via BOMs (also called <a href="https://erpnext.com/blog/general/what-is-mrp-and-do-you-need-it">Material Requirements Planning or MRP</a>).</p> <p>More details are as below:</p> <ol> <li><a href="/docs/v13/user/manual/en/manufacturing/bill-of-materials">Bill Of Materials</a></li> <li><a href="/docs/v13/user/manual/en/manufacturing/work-order">Work Order</a></li> <li><a href="/docs/v13/user/manual/en/manufacturing/job-card">Job Card</a></li> <li><a href="/docs/v13/user/manual/en/manufacturing/production-plan">Production Plan</a></li> </ol> <h2 id="3-types-of-production-planning">3. Types of Production Planning</h2> <p>Broadly, there are three types of Production Planning Systems:</p> <ul> <li><strong>Make to Stock:</strong> In these systems, production is planned based on a forecast and the Items are then sold to distributors or customers. All fast-moving consumer goods that are sold in retail shops like soaps, packaged water, etc. and electronics like phones are made to stock.</li> <li><strong>Make to Order:</strong> In these systems, items are manufactured only after the customer places an order of a certain number according to the customer's requirement. For example, a wedding cake.</li> <li><strong>Engineer to Order:</strong> In this case, each sale is a separate project and has to be designed and engineered to the requirements of the customer. Common examples of this are any custom business-like furniture, machine tools, specialty devices, metal fabrication, etc.</li> </ul> <p>Most small and medium-sized manufacturing businesses are based on a make to order or engineer to order system and so is ERPNext.</p> <p>For engineer to order systems, the Manufacturing module should be used along with the <a href="/docs/v13/user/manual/en/projects">Project module</a>.</p> <h2 id="4-manufacturing-impact-on-inventory">4. Manufacturing impact on Inventory</h2> <p>Work order status is dependent upon the stock transactions made against it. In ERPNext, you can transfer the raw materials required to make finished goods from Store to Work In Progress Warehouse. From Work-In-Progress warehouse the raw materials can be consumed using the Stock Entry. You get the option to either bulk consume the raw materials and add the finished good or consumed the materials first and then add the finished good.</p> <h2 id="5-erpnext-manufacturing-demo">5. ERPNext Manufacturing Demo</h2> <p>Check out the following video to know about features in the manufacturing module.</p> <div class="embed-container"> <iframe src="https://www.youtube.com/embed/xE74wdQU5cc" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe> </div> <!-- <img class="screenshot" alt="Task" src="/files/manufacturing.png"> --> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/onboarding" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Basics of Manufacturing ERPNext comes batteries included for all requirements of a manufacturing business like maintaining Warehouses, Workstation / Machine, Operations, Finished Goods, Raw Materials, Bill of Materials tracking, Work Order planning and execution, procurement, and a lot more. 1. Master Data The Manufacturing module in ERPNext helps you to maintain Warehouses(location), Workstations, Operations, Finished Goods, and Raw Materials. For manufacturing Operations and their respective Workstations are important, which can be configured based on the Finished Goods in the Bill of Materials. Warehouses are useful to store the Raw Materials and the Finished Goods. In ERPNext, users can create separate Warehouse to keep Raw Materials, and Finished Goods. More details are as below: Warehouse Workstation / Machine Operation Raw Material / Finished Good Routing 2. Transaction Data The Manufacturing module in ERPNext helps you to maintain a multilevel Bill of Materials (BOMs) for your Items. It helps in product costing, production planning, creating work orders for your manufacturing shop floors, creating job cards, and planning inventory by getting your material requirements via BOMs (also called Material Requirements Planning or MRP). More details are as below: Bill Of Materials Work Order Job Card Production Plan 3. Types of Production Planning Broadly, there are three types of Production Planning Systems: Make to Stock: In these systems, production is planned based on a forecast and the Items are then sold to distributors or customers. All fast-moving consumer goods that are sold in retail shops like soaps, packaged water, etc. and electronics like phones are made to stock. Make to Order: In these systems, items are manufactured only after the customer places an order of a certain number according to the customer's requirement. For example, a wedding cake. Engineer to Order: In this case, each sale is a separate project and has to be designed and engineered to the requirements of the customer. Common examples of this are any custom business-like furniture, machine tools, specialty devices, metal fabrication, etc. Most small and medium-sized manufacturing businesses are based on a make to order or engineer to order system and so is ERPNext. For engineer to order systems, the Manufacturing module should be used along with the Project module. 4. Manufacturing impact on Inventory Work order status is dependent upon the stock transactions made against it. In ERPNext, you can transfer the raw materials required to make finished goods from Store to Work In Progress Warehouse. From Work-In-Progress warehouse the raw materials can be consumed using the Stock Entry. You get the option to either bulk consume the raw materials and add the finished good or consumed the materials first and then add the finished good. 5. ERPNext Manufacturing Demo Check out the following video to know about features in the manufacturing module.

# Basics of Manufacturing Edit Page New Page Revisions Page Settings ERPNext comes batteries included for all requirements of a manufacturing business like maintaining Warehouses, Workstation / Machine, Operations, Finished Goods, Raw Materials, Bill of Materials tracking, Work Order planning and execution, procurement, and a lot more. ## 1\. Master Data The Manufacturing module in ERPNext helps you to maintain Warehouses(location), Workstations, Operations, Finished Goods, and Raw Materials. For manufacturing Operations and their respective Workstations are important, which can be configured based on the Finished Goods in the Bill of Materials. Warehouses are useful to store the Raw Materials and the Finished Goods. In ERPNext, users can create separate Warehouse to keep Raw Materials, and Finished Goods. More details are as below: 1. [Warehouse](/docs/v13/user/manual/en/stock/warehouse) 2. [Workstation / Machine](/docs/v13/user/manual/en/manufacturing/workstation) 3. [Operation](/docs/v13/user/manual/en/manufacturing/operation) 4. [Raw Material / Finished Good](/docs/v13/user/manual/en/stock/item) 5. [Routing](/docs/v13/user/manual/en/manufacturing/routing) ## 2\. Transaction Data The Manufacturing module in ERPNext helps you to maintain a multilevel Bill of Materials (BOMs) for your Items. It helps in product costing, production planning, creating work orders for your manufacturing shop floors, creating job cards, and planning inventory by getting your material requirements via BOMs (also called [Material Requirements Planning or MRP](https://erpnext.com/blog/general/what-is-mrp-and-do-you-need-it)). More details are as below: 1. [Bill Of Materials](/docs/v13/user/manual/en/manufacturing/bill-of-materials) 2. [Work Order](/docs/v13/user/manual/en/manufacturing/work-order) 3. [Job Card](/docs/v13/user/manual/en/manufacturing/job-card) 4. [Production Plan](/docs/v13/user/manual/en/manufacturing/production-plan) ## 3\. Types of Production Planning Broadly, there are three types of Production Planning Systems: * **Make to Stock:** In these systems, production is planned based on a forecast and the Items are then sold to distributors or customers. All fast-moving consumer goods that are sold in retail shops like soaps, packaged water, etc. and electronics like phones are made to stock. * **Make to Order:** In these systems, items are manufactured only after the customer places an order of a certain number according to the customer's requirement. For example, a wedding cake. * **Engineer to Order:** In this case, each sale is a separate project and has to be designed and engineered to the requirements of the customer. Common examples of this are any custom business-like furniture, machine tools, specialty devices, metal fabrication, etc. Most small and medium-sized manufacturing businesses are based on a make to order or engineer to order system and so is ERPNext. For engineer to order systems, the Manufacturing module should be used along with the [Project module](/docs/v13/user/manual/en/projects). ## 4\. Manufacturing impact on Inventory Work order status is dependent upon the stock transactions made against it. In ERPNext, you can transfer the raw materials required to make finished goods from Store to Work In Progress Warehouse. From Work-In-Progress warehouse the raw materials can be consumed using the Stock Entry. You get the option to either bulk consume the raw materials and add the finished good or consumed the materials first and then add the finished good. ## 5\. ERPNext Manufacturing Demo Check out the following video to know about features in the manufacturing module. ##### Basics of Manufacturing ajay@frappe.io edited 2 years ago × ERPNext comes batteries included for all requirements of a manufacturing business like maintaining Warehouses, Workstation / Machine, Operations, Finished Goods, Raw Materials, Bill of Materials tracking, Work Order planning and execution, procurement, and a lot more.  ## 1\. Master Data The Manufacturing module in ERPNext helps you to maintain Warehouses(location), Workstations, Operations, Finished Goods, and Raw Materials. For manufacturing Operations and their respective Workstations are important, which can be configured based on the Finished Goods in the Bill of Materials. Warehouses are useful to store the Raw Materials and the Finished Goods. In ERPNext, users can create separate Warehouse to keep Raw Materials, and Finished Goods. More details are as below: 1. [Warehouse](/docs/v13/user/manual/en/stock/warehouse) 2. [Workstation / Machine](/docs/v13/user/manual/en/manufacturing/workstation) 3. [Operation](/docs/v13/user/manual/en/manufacturing/operation) 4. [Raw Material / Finished Good](/docs/v13/user/manual/en/stock/item) 5. [Routing](/docs/v13/user/manual/en/manufacturing/routing) ## 2\. Transaction Data The Manufacturing module in ERPNext helps you to maintain a multilevel Bill of Materials (BOMs) for your Items. It helps in product costing, production planning, creating work orders for your manufacturing shop floors, creating job cards, and planning inventory by getting your material requirements via BOMs (also called [Material Requirements Planning or MRP](https://erpnext.com/blog/general/what-is-mrp-and-do-you-need-it)). More details are as below: 1. [Bill Of Materials](/docs/v13/user/manual/en/manufacturing/bill-of-materials) 2. [Work Order](/docs/v13/user/manual/en/manufacturing/work-order) 3. [Job Card](/docs/v13/user/manual/en/manufacturing/job-card) 4. [Production Plan](/docs/v13/user/manual/en/manufacturing/production-plan) ## 3\. Types of Production Planning Broadly, there are three types of Production Planning Systems: * **Make to Stock:** In these systems, production is planned based on a forecast and the Items are then sold to distributors or customers. All fast-moving consumer goods that are sold in retail shops like soaps, packaged water, etc. and electronics like phones are made to stock. * **Make to Order:** In these systems, items are manufactured only after the customer places an order of a certain number according to the customer's requirement. For example, a wedding cake. * **Engineer to Order:** In this case, each sale is a separate project and has to be designed and engineered to the requirements of the customer. Common examples of this are any custom business-like furniture, machine tools, specialty devices, metal fabrication, etc. Most small and medium-sized manufacturing businesses are based on a make to order or engineer to order system and so is ERPNext. For engineer to order systems, the Manufacturing module should be used along with the [Project module](/docs/v13/user/manual/en/projects). ## 4\. Manufacturing impact on Inventory Work order status is dependent upon the stock transactions made against it. In ERPNext, you can transfer the raw materials required to make finished goods from Store to Work In Progress Warehouse. From Work-In-Progress warehouse the raw materials can be consumed using the Stock Entry. You get the option to either bulk consume the raw materials and add the finished good or consumed the materials first and then add the finished good. ## 5\. ERPNext Manufacturing Demo Check out the following video to know about features in the manufacturing module. Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Manufacturing

https://docs.erpnext.com/docs/user/manual/en/manufacturing

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Manufacturing</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>The Manufacturing module in ERPNext covers all necessary features a Manufacturing business would need. There are options to take a Work Order, enter stock of items, create a Production Plan, create a Downtime Entry, manage the Bill of Materials for Finished Goods / Template Items, generate reports, and more.</p><p>Different types of manufacturing like make to stock, make to order, and engineer to order can be managed in the ERPNext Manufacturing module.</p><p><img alt="Manufacturing Desk" class="screenshot" contenteditable="false" draggable="true" src="/files/manufacturing-desk.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h2>Video Tutorials</h2><ol><li><p><a href="https://frappe.school/courses/production-planning-and-execution" rel="noopener noreferrer nofollow" target="_blank">Frappe School Course on Production Planning and Execution</a></p></li><li><p><a href="/docs/v13/user/videos/learn/bill-of-materials" rel="noopener noreferrer nofollow" target="_blank">Bill of Materials</a></p></li><li><p><a href="/docs/v13/user/videos/learn/work-order" rel="noopener noreferrer nofollow" target="_blank">Work Order</a></p></li><li><p><a href="/docs/v13/user/videos/learn/manufacturing-make-to-order" rel="noopener noreferrer nofollow" target="_blank">ERPNext for Manufacturers (Make to Order)</a></p></li><li><p><a href="/docs/v13/user/videos/learn/manufacturing-engineer-to-order" rel="noopener noreferrer nofollow" target="_blank">ERPNext for Manufacturers (Engineer to Order)</a></p></li><li><p><a href="/docs/v13/user/videos/learn/manufacturing-make-to-order" rel="noopener noreferrer nofollow" target="_blank">ERPNext for Manufacturers</a></p></li></ol></div> </div> <input value="4920ddb284" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Manufacturing</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p>The Manufacturing module in ERPNext covers all necessary features a Manufacturing business would need. There are options to take a Work Order, enter stock of items, create a Production Plan, create a Downtime Entry, manage the Bill of Materials for Finished Goods / Template Items, generate reports, and more.</p> <p>Different types of manufacturing like make to stock, make to order, and engineer to order can be managed in the ERPNext Manufacturing module.</p> <p><img class="screenshot" alt="Manufacturing Desk" src="/files/manufacturing-desk.png"></p> <h2 id="video-tutorials">Video Tutorials</h2> <ol> <li><a href="https://frappe.school/courses/production-planning-and-execution">Frappe School Course on Production Planning and Execution</a></li> <li><a href="/docs/v13/user/videos/learn/bill-of-materials">Bill of Materials</a></li> <li><a href="/docs/v13/user/videos/learn/work-order">Work Order</a></li> <li><a href="/docs/v13/user/videos/learn/manufacturing-make-to-order">ERPNext for Manufacturers (Make to Order)</a></li> <li><a href="/docs/v13/user/videos/learn/manufacturing-engineer-to-order">ERPNext for Manufacturers (Engineer to Order)</a></li> <li><a href="/docs/v13/user/videos/learn/manufacturing-make-to-order">ERPNext for Manufacturers</a></li> </ol> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/manufacturing" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Manufacturing The Manufacturing module in ERPNext covers all necessary features a Manufacturing business would need. There are options to take a Work Order, enter stock of items, create a Production Plan, create a Downtime Entry, manage the Bill of Materials for Finished Goods / Template Items, generate reports, and more. Different types of manufacturing like make to stock, make to order, and engineer to order can be managed in the ERPNext Manufacturing module. Video Tutorials Frappe School Course on Production Planning and Execution Bill of Materials Work Order ERPNext for Manufacturers (Make to Order) ERPNext for Manufacturers (Engineer to Order) ERPNext for Manufacturers

# Manufacturing Edit Page New Page Revisions Page Settings The Manufacturing module in ERPNext covers all necessary features a Manufacturing business would need. There are options to take a Work Order, enter stock of items, create a Production Plan, create a Downtime Entry, manage the Bill of Materials for Finished Goods / Template Items, generate reports, and more. Different types of manufacturing like make to stock, make to order, and engineer to order can be managed in the ERPNext Manufacturing module.  ## Video Tutorials 1. [Frappe School Course on Production Planning and Execution](https://frappe.school/courses/production-planning-and-execution) 2. [Bill of Materials](/docs/v13/user/videos/learn/bill-of-materials) 3. [Work Order](/docs/v13/user/videos/learn/work-order) 4. [ERPNext for Manufacturers (Make to Order)](/docs/v13/user/videos/learn/manufacturing-make-to-order) 5. [ERPNext for Manufacturers (Engineer to Order)](/docs/v13/user/videos/learn/manufacturing-engineer-to-order) 6. [ERPNext for Manufacturers](/docs/v13/user/videos/learn/manufacturing-make-to-order) ##### Manufacturing pushkar edited 2 weeks ago × The Manufacturing module in ERPNext covers all necessary features a Manufacturing business would need. There are options to take a Work Order, enter stock of items, create a Production Plan, create a Downtime Entry, manage the Bill of Materials for Finished Goods / Template Items, generate reports, and more. Different types of manufacturing like make to stock, make to order, and engineer to order can be managed in the ERPNext Manufacturing module.  ## Video Tutorials 1. [Frappe School Course on Production Planning and Execution](https://frappe.school/courses/production-planning-and-execution) 2. [Bill of Materials](/docs/v13/user/videos/learn/bill-of-materials) 3. [Work Order](/docs/v13/user/videos/learn/work-order) 4. [ERPNext for Manufacturers (Make to Order)](/docs/v13/user/videos/learn/manufacturing-make-to-order) 5. [ERPNext for Manufacturers (Engineer to Order)](/docs/v13/user/videos/learn/manufacturing-engineer-to-order) 6. [ERPNext for Manufacturers](/docs/v13/user/videos/learn/manufacturing-make-to-order) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Manufacturing Settings

https://docs.erpnext.com/docs/user/manual/en/manufacturing-settings

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Manufacturing Settings </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p>Manufacturing Settings can be found at:</p> <p>&gt; Home &gt; Manufacturing &gt; Settings &gt; Manufacturing Settings</p> <p><img alt="Manufacturing Settings" class="screenshot" src="/files/manufacturing-settings-1.png"></p> <h3 id="capacity-planning">Capacity Planning</h3> <p><a href="/docs/v13/user/manual/en/manufacturing/capacity-planning">Capacity planning</a> is the process in which an organization decides whether or not to accept the new orders based on the resources and existing work orders.</p> <h3 id="disable-capacity-planning">Disable Capacity Planning</h3> <p>If checked, capacity planning won't be done. Enabling it will help to decide whether or not to accept the new orders based on the resources and existing work orders.</p> <h3 id="allow-overtime">Allow Overtime</h3> <p>If enabled it'll allow creating work orders, job cards etc. outside workstation working hours.</p> <h3 id="allow-production-on-holidays">Allow Production on Holidays</h3> <p>If enabled, it'll allow production activities even on those days that are marked as holidays as per the Holiday List of the organization. </p> <h3 id="capacity-planning-for-days">Capacity Planning For (Days)</h3> <p>The number of days specified here means the number of days in advance when the capacity planning activities will be initiated for production. </p> <h3 id="time-between-operations-mins">Time Between Operations (Mins)</h3> <p>This specifies the time span that should be kept between two operations in minutes. </p> <h3 id="over-production-allowance-percentage">Over Production Allowance Percentage</h3> <p>While making Work Orders against a Sales Order, the system will only allow production item quantity to be lesser than or equal to the quantity in the Sales Order. In case you wish to allow Work Orders to be raised with greater quantity, you can mention the Over Production Allowance Percentage here.</p> <p>Example: In certain cases, a Workstation has to manufacture 100 units for cost effectiveness but the Work Order could be for 50 units. In this case, the Over Production Allowance Percentage would be 100.</p> <h3 id="default-work-in-progress-warehouse">Default Work In Progress Warehouse</h3> <p>This Warehouse will be auto-updated in the 'Work In Progress' Warehouse field of Work Orders.</p> <h3 id="default-finished-goods-warehouse">Default Finished Goods Warehouse</h3> <p>This Warehouse will be auto-updated in the 'Target Warehouse' field of Work Order.</p> <h3 id="allow-continuous-material-consumption">Allow Continuous Material Consumption</h3> <p>If enabled, materials can be consumed without immediately manufacturing finished goods in a single Work Order. </p> <p>This is useful if one or more time consuming products are being manufactured. For example a single product takes a month to manufacture and the raw materials are consumed daily. In a regular scenario, this won't be feasible with stock entries. Enabling this option will allow you to create stock entries for <strong>Material Consumption</strong> without having to create an entry to backflush. End result is that you can see the stock being consumed in the Warehouses and can update the final manufacture entry for finished goods at a later stage.</p> <h3 id="backflush-raw-materials-based-on">Backflush raw materials based on</h3> <p>The method selected here will be chosen for backflushing raw materials : 1. Material Transferred for Manufacture 2. BOM</p> <h3 id="add-corrective-operation-cost-in-finished-good-valuation">Add Corrective Operation Cost in Finished Good Valuation</h3> <p>If enabled then the cost for a corrective operation type will also be included while calculating finished goods valuation </p> <h3 id="update-bom-cost-automatically">Update BOM Cost Automatically</h3> <p>If ticked, the BOM cost will be automatically updated based on Valuation Rate / Price List Rate / last purchase rate of raw materials.</p> <h3 id="allow-excess-material-transfer">Allow Excess Material Transfer</h3> <p>If enabled, the <strong>Material Transfer</strong> button will be visible and will allow you to transfer raw materials even if after the raw material requirement is fulfilled against a Job Card.</p> <p>This is particularly useful in cases where the transferred raw materials are damaged and additional raw materials need to be transferred to produce the same amount of finished goods as intended.</p> <h3 id="make-serial-nobatch-from-work-order">Make Serial No/Batch from Work Order</h3> <p>If checked, system will automatically create the serial numbers / batches for finished goods on submission of Work Order </p> </div> <input value="6ce9bd5cd1" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Manufacturing Settings </h5> <span class="small text-muted revision-time">yashi edited 2 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p>Manufacturing Settings can be found at:</p> <blockquote> <p>Home &gt; Manufacturing &gt; Settings &gt; Manufacturing Settings</p> </blockquote> <p><img class="screenshot" alt="Manufacturing Settings" src="/files/manufacturing-settings-1.png"></p> <h3 id="capacity-planning">Capacity Planning</h3> <p><a href="/docs/v13/user/manual/en/manufacturing/capacity-planning">Capacity planning</a> is the process in which an organization decides whether or not to accept the new orders based on the resources and existing work orders.</p> <h3 id="over-production-allowance-percentage">Over Production Allowance Percentage</h3> <p>While making Work Orders against a Sales Order, the system will only allow production item quantity to be lesser than or equal to the quantity in the Sales Order. In case you wish to allow Work Orders to be raised with greater quantity, you can mention the Over Production Allowance Percentage here.</p> <p>Example: In certain cases, a Workstation has to manufacture 100 units for cost effectiveness but the Work Order could be for 50 units. In this case, the Over Production Allowance Percentage would be 100.</p> <h3 id="default-work-in-progress-warehouse">Default Work In Progress Warehouse</h3> <p>This Warehouse will be auto-updated in the 'Work In Progress' Warehouse field of Work Orders.</p> <h3 id="default-finished-goods-warehouse">Default Finished Goods Warehouse</h3> <p>This Warehouse will be auto-updated in the 'Target Warehouse' field of Work Order.</p> <h3 id="allow-continuous-material-consumption">Allow Continuous Material Consumption</h3> <p>If enabled, materials can be consumed without immediately manufacturing finished goods in a single Work Order. </p> <p>This is useful if one or more time consuming products are being manufactured. For example a single product takes a month to manufacture and the raw materials are consumed daily. In a regular scenario, this won't be feasible with stock entries. Enabling this option will allow you to create stock entries for <strong>Material Consumption</strong> without having to create an entry to backflush. End result is that you can see the stock being consumed in the Warehouses and can update the final manufacture entry for finished goods at a later stage.</p> <h3 id="update-bom-cost-automatically">Update BOM Cost Automatically</h3> <p>If ticked, the BOM cost will be automatically updated based on Valuation Rate / Price List Rate / last purchase rate of raw materials.</p> <h3 id="allow-excess-material-transfer">Allow Excess Material Transfer</h3> <p>If enabled, the <strong>Material Transfer</strong> button will be visible and will allow you to transfer raw materials even if after the raw material requirement is fulfilled against a Job Card.</p> <p>This is particularly useful in cases where the transferred raw materials are damaged and additional raw materials need to be transferred to produce the same amount of finished goods as intended.</p> <h3 id="make-serial-nobatch-from-work-order">Make Serial No/Batch from Work Order</h3> <p>If checked, system will automatically create the serial numbers / batches for finished goods on submission of Work Order </p> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/manufacturing-settings" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Manufacturing Settings Manufacturing Settings can be found at: > Home > Manufacturing > Settings > Manufacturing Settings Capacity Planning Capacity planning is the process in which an organization decides whether or not to accept the new orders based on the resources and existing work orders. Disable Capacity Planning If checked, capacity planning won't be done. Enabling it will help to decide whether or not to accept the new orders based on the resources and existing work orders. Allow Overtime If enabled it'll allow creating work orders, job cards etc. outside workstation working hours. Allow Production on Holidays If enabled, it'll allow production activities even on those days that are marked as holidays as per the Holiday List of the organization. Capacity Planning For (Days) The number of days specified here means the number of days in advance when the capacity planning activities will be initiated for production. Time Between Operations (Mins) This specifies the time span that should be kept between two operations in minutes. Over Production Allowance Percentage While making Work Orders against a Sales Order, the system will only allow production item quantity to be lesser than or equal to the quantity in the Sales Order. In case you wish to allow Work Orders to be raised with greater quantity, you can mention the Over Production Allowance Percentage here. Example: In certain cases, a Workstation has to manufacture 100 units for cost effectiveness but the Work Order could be for 50 units. In this case, the Over Production Allowance Percentage would be 100. Default Work In Progress Warehouse This Warehouse will be auto-updated in the 'Work In Progress' Warehouse field of Work Orders. Default Finished Goods Warehouse This Warehouse will be auto-updated in the 'Target Warehouse' field of Work Order. Allow Continuous Material Consumption If enabled, materials can be consumed without immediately manufacturing finished goods in a single Work Order. This is useful if one or more time consuming products are being manufactured. For example a single product takes a month to manufacture and the raw materials are consumed daily. In a regular scenario, this won't be feasible with stock entries. Enabling this option will allow you to create stock entries for Material Consumption without having to create an entry to backflush. End result is that you can see the stock being consumed in the Warehouses and can update the final manufacture entry for finished goods at a later stage. Backflush raw materials based on The method selected here will be chosen for backflushing raw materials : 1. Material Transferred for Manufacture 2. BOM Add Corrective Operation Cost in Finished Good Valuation If enabled then the cost for a corrective operation type will also be included while calculating finished goods valuation Update BOM Cost Automatically If ticked, the BOM cost will be automatically updated based on Valuation Rate / Price List Rate / last purchase rate of raw materials. Allow Excess Material Transfer If enabled, the Material Transfer button will be visible and will allow you to transfer raw materials even if after the raw material requirement is fulfilled against a Job Card. This is particularly useful in cases where the transferred raw materials are damaged and additional raw materials need to be transferred to produce the same amount of finished goods as intended. Make Serial No/Batch from Work Order If checked, system will automatically create the serial numbers / batches for finished goods on submission of Work Order

# Manufacturing Settings Edit Page New Page Revisions Page Settings Manufacturing Settings can be found at: > Home > Manufacturing > Settings > Manufacturing Settings  ### Capacity Planning [Capacity planning](/docs/v13/user/manual/en/manufacturing/capacity-planning) is the process in which an organization decides whether or not to accept the new orders based on the resources and existing work orders. ### Disable Capacity Planning If checked, capacity planning won't be done. Enabling it will help to decide whether or not to accept the new orders based on the resources and existing work orders. ### Allow Overtime If enabled it'll allow creating work orders, job cards etc. outside workstation working hours. ### Allow Production on Holidays If enabled, it'll allow production activities even on those days that are marked as holidays as per the Holiday List of the organization. ### Capacity Planning For (Days) The number of days specified here means the number of days in advance when the capacity planning activities will be initiated for production. ### Time Between Operations (Mins) This specifies the time span that should be kept between two operations in minutes. ### Over Production Allowance Percentage While making Work Orders against a Sales Order, the system will only allow production item quantity to be lesser than or equal to the quantity in the Sales Order. In case you wish to allow Work Orders to be raised with greater quantity, you can mention the Over Production Allowance Percentage here. Example: In certain cases, a Workstation has to manufacture 100 units for cost effectiveness but the Work Order could be for 50 units. In this case, the Over Production Allowance Percentage would be 100. ### Default Work In Progress Warehouse This Warehouse will be auto-updated in the 'Work In Progress' Warehouse field of Work Orders. ### Default Finished Goods Warehouse This Warehouse will be auto-updated in the 'Target Warehouse' field of Work Order. ### Allow Continuous Material Consumption If enabled, materials can be consumed without immediately manufacturing finished goods in a single Work Order. This is useful if one or more time consuming products are being manufactured. For example a single product takes a month to manufacture and the raw materials are consumed daily. In a regular scenario, this won't be feasible with stock entries. Enabling this option will allow you to create stock entries for **Material Consumption** without having to create an entry to backflush. End result is that you can see the stock being consumed in the Warehouses and can update the final manufacture entry for finished goods at a later stage. ### Backflush raw materials based on The method selected here will be chosen for backflushing raw materials : 1\. Material Transferred for Manufacture 2\. BOM ### Add Corrective Operation Cost in Finished Good Valuation If enabled then the cost for a corrective operation type will also be included while calculating finished goods valuation ### Update BOM Cost Automatically If ticked, the BOM cost will be automatically updated based on Valuation Rate / Price List Rate / last purchase rate of raw materials. ### Allow Excess Material Transfer If enabled, the **Material Transfer** button will be visible and will allow you to transfer raw materials even if after the raw material requirement is fulfilled against a Job Card. This is particularly useful in cases where the transferred raw materials are damaged and additional raw materials need to be transferred to produce the same amount of finished goods as intended. ### Make Serial No/Batch from Work Order If checked, system will automatically create the serial numbers / batches for finished goods on submission of Work Order ##### Manufacturing Settings yashi edited 2 years ago × Manufacturing Settings can be found at: > Home > Manufacturing > Settings > Manufacturing Settings  ### Capacity Planning [Capacity planning](/docs/v13/user/manual/en/manufacturing/capacity-planning) is the process in which an organization decides whether or not to accept the new orders based on the resources and existing work orders. ### Over Production Allowance Percentage While making Work Orders against a Sales Order, the system will only allow production item quantity to be lesser than or equal to the quantity in the Sales Order. In case you wish to allow Work Orders to be raised with greater quantity, you can mention the Over Production Allowance Percentage here. Example: In certain cases, a Workstation has to manufacture 100 units for cost effectiveness but the Work Order could be for 50 units. In this case, the Over Production Allowance Percentage would be 100. ### Default Work In Progress Warehouse This Warehouse will be auto-updated in the 'Work In Progress' Warehouse field of Work Orders. ### Default Finished Goods Warehouse This Warehouse will be auto-updated in the 'Target Warehouse' field of Work Order. ### Allow Continuous Material Consumption If enabled, materials can be consumed without immediately manufacturing finished goods in a single Work Order. This is useful if one or more time consuming products are being manufactured. For example a single product takes a month to manufacture and the raw materials are consumed daily. In a regular scenario, this won't be feasible with stock entries. Enabling this option will allow you to create stock entries for **Material Consumption** without having to create an entry to backflush. End result is that you can see the stock being consumed in the Warehouses and can update the final manufacture entry for finished goods at a later stage. ### Update BOM Cost Automatically If ticked, the BOM cost will be automatically updated based on Valuation Rate / Price List Rate / last purchase rate of raw materials. ### Allow Excess Material Transfer If enabled, the **Material Transfer** button will be visible and will allow you to transfer raw materials even if after the raw material requirement is fulfilled against a Job Card. This is particularly useful in cases where the transferred raw materials are damaged and additional raw materials need to be transferred to produce the same amount of finished goods as intended. ### Make Serial No/Batch from Work Order If checked, system will automatically create the serial numbers / batches for finished goods on submission of Work Order Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Manufacturing Dashboard

https://docs.erpnext.com/docs/user/manual/en/manufacturing-dashboard

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Manufacturing Dashboard </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p>To access the Manufacturing Dashboard, go to:</p> <p>&gt; Home &gt; Customization &gt; Dashboard &gt; Manufacturing</p> <p><img alt="Manufacturing Dashboard" class="screenshot" src="/files/manufacturing-dashboard.png"></p> <h2 id="number-cards">Number Cards</h2> <p><img alt="Number Cards" class="screenshot" src="/files/manufacturing-number-cards.png"></p> <ol> <li><strong>Monthly Total Work Order</strong> :- You will get the total count of Work Orders which are in Open, In Progress, and Completed state. The Work Orders created one month before the current date will be displayed in the number card.</li> <li><strong>Monthly Completed Work Order</strong> :- The user will get the total count of Work Orders which are in the Completed state. The Work Orders created one month before the current date will be displayed in the number card.</li> <li><strong>Ongoing Job Card</strong> :- The user will get the total count of Job Cards that are not in the Completed state.</li> <li><strong>Monthly Quality Inspection</strong> :- The user will get the total count of Quality Inspection records which are in the Submitted state. The Work Orders created one month before the current date will be displayed in the number card.</li> </ol> <h2 id="dashboard">Dashboard</h2> <p>You can see some predefined graph reports in the dashboard when you open the Manufacturing module. These reports are fully customizable, you can choose what to show or hide and also configure the metrics on which the reports are shown.</p> <h3 id="produced-quantity">Produced Quantity</h3> <p>The chart will give the information about the total quantity produced (using Work Order) in the last year on a Quarterly basis. Users can also view the chart data based on Daily, Weekly, Monthly, Yearly basis.</p> <p><img alt="Produced Quantity &amp; Completed Operation" class="screenshot" src="/files/manufacturing-dashboard-2.png"></p> <h3 id="completed-operation">Completed Operation</h3> <p>The chart will give information about the total number of operations completed in the last year on Quarterly basis. Users can also view the chart data based on Daily, Weekly, Monthly, Yearly basis.</p> <h3 id="work-order-analysis">Work Order Analysis</h3> <p>This chart will give the information about the number of Work Orders based on Not Started, In Process, Stopped, Completed statuses. This Donut chart will provide the information based on the last year's Work Order data. Your can also change the date range by clicking on the <strong>Filter</strong> button.</p> <p><img alt="Work Order &amp; Quality Inspction Analysis" class="screenshot" src="/files/manufacturing-dashboard-3.png"></p> <h3 id="quality-inspection-analysis">Quality Inspection Analysis</h3> <p>This chart will give information about the number of Quality Inspections based on Accepted and Rejected status. The chart type is a donut and it will provide the information based on the last year's quality inspection data. Your can change the date range by clicking on the <strong>Filter</strong> button.</p> <h3 id="pending-work-orders">Pending Work Orders</h3> <p>The chart will give information about the number of Work Orders that are pending based on the aging days. The number of aging days is calculated based on the difference between the current date and planned start / actual start date days.</p> <p><img alt="Pending Work Order &amp; Downtime Analysis" class="screenshot" src="/files/manufacturing-dashboard-4.png"></p> <h3 id="last-month-downtime-analysis">Last Month Downtime Analysis</h3> <p>The chart will give information about the total number of minutes a machine was not working in the last month. This helps the operator to know which machine has not performed well and requires maintenance.</p> <h3 id="work-order-quantity-analysis">Work Order Quantity Analysis</h3> <p>The chart will give information about the total number of quantities that are Pending and Completed based on the Work Orders every month for the last year.</p> <p><img alt="Work Order Quantity Analysis" class="screenshot" src="/files/manufacturing-dashboard-5.png"></p> <h3 id="job-card-analysis">Job Card Analysis</h3> <p>The chart will give information about the total number of Job Cards which are in the Pending and Completed states every month for the last year.</p> <p><img alt="Job Card Analysis" class="screenshot" src="/files/manufacturing-dashboard-6.png"></p> </div> <input value="ed8b11b09b" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Manufacturing Dashboard </h5> <span class="small text-muted revision-time">yashi edited 2 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p>To access the Manufacturing Dashboard, go to:</p> <blockquote> <p>Home &gt; Customization &gt; Dashboard &gt; Manufacturing</p> </blockquote> <p><img class="screenshot" alt="Manufacturing Dashboard" src="/files/manufacturing-dashboard.png"></p> <h2 id="number-cards">Number Cards</h2> <p><img class="screenshot" alt="Number Cards" src="/files/manufacturing-number-cards.png"></p> <ol> <li><strong>Monthly Total Work Order</strong> :- You will get the total count of Work Orders which are in Open, In Progress, and Completed state. The Work Orders created one month before the current date will be displayed in the number card.</li> <li><strong>Monthly Completed Work Order</strong> :- The user will get the total count of Work Orders which are in the Completed state. The Work Orders created one month before the current date will be displayed in the number card.</li> <li><strong>Ongoing Job Card</strong> :- he user will get the total count of Job Cards that are not in the Completed state.</li> <li><strong>Monthly Quality Inspection</strong> :- The user will get the total count of Quality Inspection records which are in the Submitted state. The Work Orders created one month before the current date will be displayed in the number card.</li> </ol> <h2 id="dashboard">Dashboard</h2> <p>You can see some predefined graph reports in the dashboard when you open the Manufacturing module. These reports are fully customizable, you can choose what to show or hide and also configure the metrics on which the reports are shown.</p> <h3 id="produced-quantity">Produced Quantity</h3> <p>The chart will give the information about the total quantity produced (using Work Order) in the last year on a Quarterly basis. Users can also view the chart data based on Daily, Weekly, Monthly, Yearly basis.</p> <p><img class="screenshot" alt="Produced Quantity &amp; Completed Operation" src="/files/manufacturing-dashboard-2.png"></p> <h3 id="completed-operation">Completed Operation</h3> <p>The chart will give information about the total number of operations completed in the last year on Quarterly basis. Users can also view the chart data based on Daily, Weekly, Monthly, Yearly basis.</p> <h3 id="work-order-analysis">Work Order Analysis</h3> <p>This chart will give the information about the number of Work Orders based on Not Started, In Process, Stopped, Completed statuses. This Donut chart will provide the information based on the last year's Work Order data. Your can also change the date range by clicking on the <strong>Filter</strong> button.</p> <p><img class="screenshot" alt="Work Order &amp; Quality Inspction Analysis" src="/files/manufacturing-dashboard-3.png"></p> <h3 id="quality-inspection-analysis">Quality Inspection Analysis</h3> <p>This chart will give information about the number of Quality Inspections based on Accepted and Rejected status. The chart type is a donut and it will provide the information based on the last year's quality inspection data. Your can change the date range by clicking on the <strong>Filter</strong> button.</p> <h3 id="pending-work-orders">Pending Work Orders</h3> <p>The chart will give information about the number of Work Orders that are pending based on the aging days. The number of aging days is calculated based on the difference between the current date and planned start / actual start date days.</p> <p><img class="screenshot" alt="Pending Work Order &amp; Downtime Analysis" src="/files/manufacturing-dashboard-4.png"></p> <h3 id="last-month-downtime-analysis">Last Month Downtime Analysis</h3> <p>The chart will give information about the total number of minutes a machine was not working in the last month. This helps the operator to know which machine has not performed well and requires maintenance.</p> <h3 id="work-order-quantity-analysis">Work Order Quantity Analysis</h3> <p>The chart will give information about the total number of quantities that are Pending and Completed based on the Work Orders every month for the last year.</p> <p><img class="screenshot" alt="Work Order Quantity Analysis" src="/files/manufacturing-dashboard-5.png"></p> <h3 id="job-card-analysis">Job Card Analysis</h3> <p>The chart will give information about the total number of Job Cards which are in the Pending and Completed states every month for the last year.</p> <p><img class="screenshot" alt="Job Card Analysis" src="/files/manufacturing-dashboard-6.png"></p> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/manufacturing-dashboard" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Manufacturing Dashboard To access the Manufacturing Dashboard, go to: > Home > Customization > Dashboard > Manufacturing Number Cards Monthly Total Work Order :- You will get the total count of Work Orders which are in Open, In Progress, and Completed state. The Work Orders created one month before the current date will be displayed in the number card. Monthly Completed Work Order :- The user will get the total count of Work Orders which are in the Completed state. The Work Orders created one month before the current date will be displayed in the number card. Ongoing Job Card :- The user will get the total count of Job Cards that are not in the Completed state. Monthly Quality Inspection :- The user will get the total count of Quality Inspection records which are in the Submitted state. The Work Orders created one month before the current date will be displayed in the number card. Dashboard You can see some predefined graph reports in the dashboard when you open the Manufacturing module. These reports are fully customizable, you can choose what to show or hide and also configure the metrics on which the reports are shown. Produced Quantity The chart will give the information about the total quantity produced (using Work Order) in the last year on a Quarterly basis. Users can also view the chart data based on Daily, Weekly, Monthly, Yearly basis. Completed Operation The chart will give information about the total number of operations completed in the last year on Quarterly basis. Users can also view the chart data based on Daily, Weekly, Monthly, Yearly basis. Work Order Analysis This chart will give the information about the number of Work Orders based on Not Started, In Process, Stopped, Completed statuses. This Donut chart will provide the information based on the last year's Work Order data. Your can also change the date range by clicking on the Filter button. Quality Inspection Analysis This chart will give information about the number of Quality Inspections based on Accepted and Rejected status. The chart type is a donut and it will provide the information based on the last year's quality inspection data. Your can change the date range by clicking on the Filter button. Pending Work Orders The chart will give information about the number of Work Orders that are pending based on the aging days. The number of aging days is calculated based on the difference between the current date and planned start / actual start date days. Last Month Downtime Analysis The chart will give information about the total number of minutes a machine was not working in the last month. This helps the operator to know which machine has not performed well and requires maintenance. Work Order Quantity Analysis The chart will give information about the total number of quantities that are Pending and Completed based on the Work Orders every month for the last year. Job Card Analysis The chart will give information about the total number of Job Cards which are in the Pending and Completed states every month for the last year.

# Manufacturing Dashboard Edit Page New Page Revisions Page Settings To access the Manufacturing Dashboard, go to: > Home > Customization > Dashboard > Manufacturing  ## Number Cards  1. **Monthly Total Work Order** :- You will get the total count of Work Orders which are in Open, In Progress, and Completed state. The Work Orders created one month before the current date will be displayed in the number card. 2. **Monthly Completed Work Order** :- The user will get the total count of Work Orders which are in the Completed state. The Work Orders created one month before the current date will be displayed in the number card. 3. **Ongoing Job Card** :- The user will get the total count of Job Cards that are not in the Completed state. 4. **Monthly Quality Inspection** :- The user will get the total count of Quality Inspection records which are in the Submitted state. The Work Orders created one month before the current date will be displayed in the number card. ## Dashboard You can see some predefined graph reports in the dashboard when you open the Manufacturing module. These reports are fully customizable, you can choose what to show or hide and also configure the metrics on which the reports are shown. ### Produced Quantity The chart will give the information about the total quantity produced (using Work Order) in the last year on a Quarterly basis. Users can also view the chart data based on Daily, Weekly, Monthly, Yearly basis.  ### Completed Operation The chart will give information about the total number of operations completed in the last year on Quarterly basis. Users can also view the chart data based on Daily, Weekly, Monthly, Yearly basis. ### Work Order Analysis This chart will give the information about the number of Work Orders based on Not Started, In Process, Stopped, Completed statuses. This Donut chart will provide the information based on the last year's Work Order data. Your can also change the date range by clicking on the **Filter** button.  ### Quality Inspection Analysis This chart will give information about the number of Quality Inspections based on Accepted and Rejected status. The chart type is a donut and it will provide the information based on the last year's quality inspection data. Your can change the date range by clicking on the **Filter** button. ### Pending Work Orders The chart will give information about the number of Work Orders that are pending based on the aging days. The number of aging days is calculated based on the difference between the current date and planned start / actual start date days.  ### Last Month Downtime Analysis The chart will give information about the total number of minutes a machine was not working in the last month. This helps the operator to know which machine has not performed well and requires maintenance. ### Work Order Quantity Analysis The chart will give information about the total number of quantities that are Pending and Completed based on the Work Orders every month for the last year.  ### Job Card Analysis The chart will give information about the total number of Job Cards which are in the Pending and Completed states every month for the last year.  ##### Manufacturing Dashboard yashi edited 2 years ago × To access the Manufacturing Dashboard, go to: > Home > Customization > Dashboard > Manufacturing  ## Number Cards  1. **Monthly Total Work Order** :- You will get the total count of Work Orders which are in Open, In Progress, and Completed state. The Work Orders created one month before the current date will be displayed in the number card. 2. **Monthly Completed Work Order** :- The user will get the total count of Work Orders which are in the Completed state. The Work Orders created one month before the current date will be displayed in the number card. 3. **Ongoing Job Card** :- he user will get the total count of Job Cards that are not in the Completed state. 4. **Monthly Quality Inspection** :- The user will get the total count of Quality Inspection records which are in the Submitted state. The Work Orders created one month before the current date will be displayed in the number card. ## Dashboard You can see some predefined graph reports in the dashboard when you open the Manufacturing module. These reports are fully customizable, you can choose what to show or hide and also configure the metrics on which the reports are shown. ### Produced Quantity The chart will give the information about the total quantity produced (using Work Order) in the last year on a Quarterly basis. Users can also view the chart data based on Daily, Weekly, Monthly, Yearly basis.  ### Completed Operation The chart will give information about the total number of operations completed in the last year on Quarterly basis. Users can also view the chart data based on Daily, Weekly, Monthly, Yearly basis. ### Work Order Analysis This chart will give the information about the number of Work Orders based on Not Started, In Process, Stopped, Completed statuses. This Donut chart will provide the information based on the last year's Work Order data. Your can also change the date range by clicking on the **Filter** button.  ### Quality Inspection Analysis This chart will give information about the number of Quality Inspections based on Accepted and Rejected status. The chart type is a donut and it will provide the information based on the last year's quality inspection data. Your can change the date range by clicking on the **Filter** button. ### Pending Work Orders The chart will give information about the number of Work Orders that are pending based on the aging days. The number of aging days is calculated based on the difference between the current date and planned start / actual start date days.  ### Last Month Downtime Analysis The chart will give information about the total number of minutes a machine was not working in the last month. This helps the operator to know which machine has not performed well and requires maintenance. ### Work Order Quantity Analysis The chart will give information about the total number of quantities that are Pending and Completed based on the Work Orders every month for the last year.  ### Job Card Analysis The chart will give information about the total number of Job Cards which are in the Pending and Completed states every month for the last year.  Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Manufacturing Reports

https://docs.erpnext.com/docs/user/manual/en/manufacturing-reports

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Manufacturing Reports </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p>There are various reports in the Manufacturing module that help you track Work Order progress, production analytics, BOM reports, etc.</p> <p>In all of these reports, you can set a chart to show a visual representation. To do this, click on the Set Chart button.</p> <p>These reports can be accessed from:</p> <blockquote> <p>Home &gt; Manufacturing &gt; Reports</p> </blockquote> <h2 id="open-work-orders">Open Work Orders</h2> <p>Shows the open Work Orders which have not started production yet.</p> <p><img src="/files/open-wo.png" alt="Open Work Orders" class="screenshot"></p> <h2 id="work-in-progress-report">Work in Progress Report</h2> <p>This report shows any work orders that have started and are in progress. The status of these Work Orders is 'In Process'.</p> <p><img src="/files/wip-report.png" alt="WIP report" class="screenshot"></p> <h2 id="issued-items-against-work-order">Issued Items Against Work Order</h2> <p>Items that are issued to a Work Order and are transferred to the Work in Progress Warehouse are shown here. <img src="/files/items-against-wo.png" alt="Items Against WO" class="screenshot"></p> <h2 id="completed-work-orders">Completed Work Orders</h2> <p>Work Orders which are completed with all the quantities in it manufactured are shown in this report.</p> <p><img src="/files/completed-wo.png" alt="Completed Work Orders" class="screenshot"></p> <h2 id="production-analytics">Production Analytics</h2> <p>This report shows the overall analytics of all Work Orders.</p> <p><img src="/files/production-analytics.png" alt="Production Analytics" class="screenshot"></p> <h2 id="bom-search">BOM Search</h2> <p>In this report, you can search for specific BOMs based on the raw materials items used in them, then open it. Useful if you have a lot of BOMs. <img src="/files/bom-search.png" alt="BOM search" class="screenshot"></p> <h2 id="bom-stock-report">BOM Stock Report</h2> <p>On selecting a BOM in this report, the raw material quantity in Warehouses will be shown. As you can see, the items which have insufficient quantity are shown in red and ones with enough quantity to manufacture the BOM Item are shown in green.</p> <p><img src="/files/bom-stock-report.png" alt="BOM Stock Report" class="screenshot"></p> </div> <input value="b21db10293" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Manufacturing Reports </h5> <span class="small text-muted revision-time">Administrator edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/manufacturing-reports" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Manufacturing Reports There are various reports in the Manufacturing module that help you track Work Order progress, production analytics, BOM reports, etc. In all of these reports, you can set a chart to show a visual representation. To do this, click on the Set Chart button. These reports can be accessed from: Home > Manufacturing > Reports Open Work Orders Shows the open Work Orders which have not started production yet. Work in Progress Report This report shows any work orders that have started and are in progress. The status of these Work Orders is 'In Process'. Issued Items Against Work Order Items that are issued to a Work Order and are transferred to the Work in Progress Warehouse are shown here. Completed Work Orders Work Orders which are completed with all the quantities in it manufactured are shown in this report. Production Analytics This report shows the overall analytics of all Work Orders. BOM Search In this report, you can search for specific BOMs based on the raw materials items used in them, then open it. Useful if you have a lot of BOMs. BOM Stock Report On selecting a BOM in this report, the raw material quantity in Warehouses will be shown. As you can see, the items which have insufficient quantity are shown in red and ones with enough quantity to manufacture the BOM Item are shown in green.

# Manufacturing Reports Edit Page New Page Revisions Page Settings There are various reports in the Manufacturing module that help you track Work Order progress, production analytics, BOM reports, etc. In all of these reports, you can set a chart to show a visual representation. To do this, click on the Set Chart button. These reports can be accessed from: > Home > Manufacturing > Reports ## Open Work Orders Shows the open Work Orders which have not started production yet.  ## Work in Progress Report This report shows any work orders that have started and are in progress. The status of these Work Orders is 'In Process'.  ## Issued Items Against Work Order Items that are issued to a Work Order and are transferred to the Work in Progress Warehouse are shown here.  ## Completed Work Orders Work Orders which are completed with all the quantities in it manufactured are shown in this report.  ## Production Analytics This report shows the overall analytics of all Work Orders.  ## BOM Search In this report, you can search for specific BOMs based on the raw materials items used in them, then open it. Useful if you have a lot of BOMs.  ## BOM Stock Report On selecting a BOM in this report, the raw material quantity in Warehouses will be shown. As you can see, the items which have insufficient quantity are shown in red and ones with enough quantity to manufacture the BOM Item are shown in green.  ##### Manufacturing Reports Administrator edited 3 years ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Production and Material Planning

https://docs.erpnext.com/docs/user/manual/en/production-and-material-planning

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Production and Material Planning</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Production and material planning in ERPNext is a comprehensive process that integrates various aspects of manufacturing, inventory management, and resource allocation.</p><p>It involves creating production schedules, determining material requirements, and optimizing resources to meet production goals efficiently. ERPNext streamlines this process by providing tools for capacity planning, work order creation, and tracking of inventory levels.</p><p>By centralising data and automating workflows, ERPNext enables businesses to enhance productivity, reduce lead times, minimise costs, and improve overall operational efficiency in their production processes.</p><ul><li><p><a href="docs/user/manual/en/work-order" rel="noopener noreferrer nofollow" target="_blank">Work Order</a></p></li><li><p><a href="docs/user/manual/en/work-order-summary" rel="noopener noreferrer nofollow" target="_blank">Work Order Summary</a></p></li><li><p><a href="docs/user/manual/en/production-plan" rel="noopener noreferrer nofollow" target="_blank">Production Plan</a></p></li><li><p><a href="docs/user/manual/en/plant-floor" rel="noopener noreferrer nofollow" target="_blank">Plant floor</a></p></li><li><p><a href="docs/user/manual/en/production-and-material-planning-capacity-planning" rel="noopener noreferrer nofollow" target="_blank">Capacity Planning</a></p></li><li><p><a href="docs/user/manual/en/capacity-planning-based-on-production-order" rel="noopener noreferrer nofollow" target="_blank">Capacity Planning Based On Production Order</a></p></li><li><p><a href="docs/user/manual/en/capacity-planning" rel="noopener noreferrer nofollow" target="_blank">Capacity Planning Based On Work Order</a></p></li><li><p><a href="docs/user/manual/en/downtime-entry" rel="noopener noreferrer nofollow" target="_blank">Downtime Entry</a></p></li><li><p><a href="docs/user/manual/en/downtime-analysis" rel="noopener noreferrer nofollow" target="_blank">Downtime Analysis</a></p></li><li><p><a href="docs/user/manual/en/job-card" rel="noopener noreferrer nofollow" target="_blank">Job Card</a></p></li><li><p><a href="docs/user/manual/en/job-card-summary" rel="noopener noreferrer nofollow" target="_blank">Job Card Summary</a></p></li><li><p><a href="docs/user/manual/en/stock-entry" rel="noopener noreferrer nofollow" target="_blank">Stock Entry</a></p></li></ul><p><br class="ProseMirror-trailingBreak"></p></div> </div> <input value="uejoq4425a" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Production and Material Planning</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>Production and material planning in ERPNext is a comprehensive process that integrates various aspects of manufacturing, inventory management, and resource allocation.</p><p>It involves creating production schedules, determining material requirements, and optimizing resources to meet production goals efficiently. ERPNext streamlines this process by providing tools for capacity planning, work order creation, and tracking of inventory levels.</p><p>By centralising data and automating workflows, ERPNext enables businesses to enhance productivity, reduce lead times, minimise costs, and improve overall operational efficiency in their production processes.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/workstation">Work Station</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/workstation_type">Work Station Type</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/work-order">Work Order</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/work-order-summary">Work Order Summary</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/production-plan">Production Plan</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/plant-floor">Plant floor</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/production-and-material-planning-capacity-planning">Capacity Planning</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/capacity-planning-based-on-production-order">Capacity Planning Based On Production Order</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/capacity-planning">Capacity Planning Based On Work Order</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/downtime-entry">Downtime Entry</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/downtime-analysis">Downtime Analysis</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/job-card">Job Card</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/job-card-summary">Job Card Summary</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/stock-entry">Stock Entry</a></p></li></ul><p><br class="ProseMirror-trailingBreak"></p></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/production-and-material-planning" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Production and Material Planning Production and material planning in ERPNext is a comprehensive process that integrates various aspects of manufacturing, inventory management, and resource allocation. It involves creating production schedules, determining material requirements, and optimizing resources to meet production goals efficiently. ERPNext streamlines this process by providing tools for capacity planning, work order creation, and tracking of inventory levels. By centralising data and automating workflows, ERPNext enables businesses to enhance productivity, reduce lead times, minimise costs, and improve overall operational efficiency in their production processes. Work Order Work Order Summary Production Plan Plant floor Capacity Planning Capacity Planning Based On Production Order Capacity Planning Based On Work Order Downtime Entry Downtime Analysis Job Card Job Card Summary Stock Entry

# Production and Material Planning Edit Page New Page Revisions Page Settings Production and material planning in ERPNext is a comprehensive process that integrates various aspects of manufacturing, inventory management, and resource allocation. It involves creating production schedules, determining material requirements, and optimizing resources to meet production goals efficiently. ERPNext streamlines this process by providing tools for capacity planning, work order creation, and tracking of inventory levels. By centralising data and automating workflows, ERPNext enables businesses to enhance productivity, reduce lead times, minimise costs, and improve overall operational efficiency in their production processes. * [Work Order](docs/user/manual/en/work-order) * [Work Order Summary](docs/user/manual/en/work-order-summary) * [Production Plan](docs/user/manual/en/production-plan) * [Plant floor](docs/user/manual/en/plant-floor) * [Capacity Planning](docs/user/manual/en/production-and-material-planning-capacity-planning) * [Capacity Planning Based On Production Order](docs/user/manual/en/capacity-planning-based-on-production-order) * [Capacity Planning Based On Work Order](docs/user/manual/en/capacity-planning) * [Downtime Entry](docs/user/manual/en/downtime-entry) * [Downtime Analysis](docs/user/manual/en/downtime-analysis) * [Job Card](docs/user/manual/en/job-card) * [Job Card Summary](docs/user/manual/en/job-card-summary) * [Stock Entry](docs/user/manual/en/stock-entry) ##### Production and Material Planning pushkar edited 2 weeks ago × Production and material planning in ERPNext is a comprehensive process that integrates various aspects of manufacturing, inventory management, and resource allocation. It involves creating production schedules, determining material requirements, and optimizing resources to meet production goals efficiently. ERPNext streamlines this process by providing tools for capacity planning, work order creation, and tracking of inventory levels. By centralising data and automating workflows, ERPNext enables businesses to enhance productivity, reduce lead times, minimise costs, and improve overall operational efficiency in their production processes. * [Work Station](docs/user/manual/en/workstation) * [Work Station Type](docs/user/manual/en/workstation_type) * [Work Order](docs/user/manual/en/work-order) * [Work Order Summary](docs/user/manual/en/work-order-summary) * [Production Plan](docs/user/manual/en/production-plan) * [Plant floor](docs/user/manual/en/plant-floor) * [Capacity Planning](docs/user/manual/en/production-and-material-planning-capacity-planning) * [Capacity Planning Based On Production Order](docs/user/manual/en/capacity-planning-based-on-production-order) * [Capacity Planning Based On Work Order](docs/user/manual/en/capacity-planning) * [Downtime Entry](docs/user/manual/en/downtime-entry) * [Downtime Analysis](docs/user/manual/en/downtime-analysis) * [Job Card](docs/user/manual/en/job-card) * [Job Card Summary](docs/user/manual/en/job-card-summary) * [Stock Entry](docs/user/manual/en/stock-entry) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Bill of Materials

https://docs.erpnext.com/docs/user/manual/en/bill-of-material

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Bill of Materials</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>In ERPNext, the Bill of Materials (BOM) flow is a structured process that outlines the components, raw materials, and sub-assemblies required to manufacture a finished product.</p><p>It begins with the creation of a BOM, where each item is listed along with its quantity and relationship to the final product. Once the BOM is established, it serves as a reference point for procurement, production planning, and inventory management.</p><ul><li><p><a href="docs/user/manual/en/workstation" rel="noopener noreferrer nofollow" target="_blank">Work Station</a></p></li><li><p><a href="docs/user/manual/en/workstation_type" rel="noopener noreferrer nofollow" target="_blank">Work Station Type</a></p></li><li><p><a href="docs/user/manual/en/bill-of-materials" rel="noopener noreferrer nofollow" target="_blank">Bill of Materials</a></p></li><li><p><a href="docs/user/manual/en/managing-multi-level-bom" rel="noopener noreferrer nofollow" target="_blank">Managing Multi Level BOM</a></p></li><li><p><a href="docs/user/manual/en/bom-creator" rel="noopener noreferrer nofollow" target="_blank">Multi Level BOM Creator</a></p></li><li><p><a href="docs/user/manual/en/bom-update-tool" rel="noopener noreferrer nofollow" target="_blank">BOM Update Tool</a></p></li><li><p><a href="docs/user/manual/en/bom_explorer" rel="noopener noreferrer nofollow" target="_blank">BOM Explorer</a></p></li><li><p><a href="docs/user/manual/en/bom-comparison-tool" rel="noopener noreferrer nofollow" target="_blank">BOM Comparison Tool</a></p></li><li><p><a href="docs/user/manual/en/bom-costing-in-different-currency" rel="noopener noreferrer nofollow" target="_blank">BOM Costing in Different Currency</a></p></li><li><p><a href="docs/user/manual/en/bom-search" rel="noopener noreferrer nofollow" target="_blank">BOM Search</a></p></li><li><p><a href="docs/user/manual/en/bom-stock-report" rel="noopener noreferrer nofollow" target="_blank">BOM Stock Report</a></p></li><li><p><a href="docs/user/manual/en/operation" rel="noopener noreferrer nofollow" target="_blank">Operation</a></p></li><li><p><a href="docs/user/manual/en/bom-operation-time" rel="noopener noreferrer nofollow" target="_blank">BOM Operations Time</a></p></li><li><p><a href="docs/user/manual/en/routing" rel="noopener noreferrer nofollow" target="_blank">Routing</a></p><p><br class="ProseMirror-trailingBreak"></p></li></ul></div> </div> <input value="ukmkgpos6k" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Bill of Materials</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>In ERPNext, the Bill of Materials (BOM) flow is a structured process that outlines the components, raw materials, and sub-assemblies required to manufacture a finished product.</p><p>It begins with the creation of a BOM, where each item is listed along with its quantity and relationship to the final product. Once the BOM is established, it serves as a reference point for procurement, production planning, and inventory management.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/workstation">Work Station</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/workstation_type">Work Station Type</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/bill-of-materials">Bill of Materials</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/managing-multi-level-bom">Managing Multi Level BOM</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/bom-creator">Multi Level BOM Creator</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/bom-update-tool">BOM Update Tool</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/bom-comparison-tool">BOM Comparison Tool</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/bom-costing-in-different-currency">BOM Costing in Different Currency</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/bom-search">BOM Search</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/bom-stock-report">BOM Stock Report</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/operation">Operation</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/bom-operation-time">BOM Operations Time</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/routing">Routing</a></p><p><br class="ProseMirror-trailingBreak"></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/bill-of-material" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Bill of Materials In ERPNext, the Bill of Materials (BOM) flow is a structured process that outlines the components, raw materials, and sub-assemblies required to manufacture a finished product. It begins with the creation of a BOM, where each item is listed along with its quantity and relationship to the final product. Once the BOM is established, it serves as a reference point for procurement, production planning, and inventory management. Work Station Work Station Type Bill of Materials Managing Multi Level BOM Multi Level BOM Creator BOM Update Tool BOM Explorer BOM Comparison Tool BOM Costing in Different Currency BOM Search BOM Stock Report Operation BOM Operations Time Routing

# Bill of Materials Edit Page New Page Revisions Page Settings In ERPNext, the Bill of Materials (BOM) flow is a structured process that outlines the components, raw materials, and sub-assemblies required to manufacture a finished product. It begins with the creation of a BOM, where each item is listed along with its quantity and relationship to the final product. Once the BOM is established, it serves as a reference point for procurement, production planning, and inventory management. * [Work Station](docs/user/manual/en/workstation) * [Work Station Type](docs/user/manual/en/workstation_type) * [Bill of Materials](docs/user/manual/en/bill-of-materials) * [Managing Multi Level BOM](docs/user/manual/en/managing-multi-level-bom) * [Multi Level BOM Creator](docs/user/manual/en/bom-creator) * [BOM Update Tool](docs/user/manual/en/bom-update-tool) * [BOM Explorer](docs/user/manual/en/bom_explorer) * [BOM Comparison Tool](docs/user/manual/en/bom-comparison-tool) * [BOM Costing in Different Currency](docs/user/manual/en/bom-costing-in-different-currency) * [BOM Search](docs/user/manual/en/bom-search) * [BOM Stock Report](docs/user/manual/en/bom-stock-report) * [Operation](docs/user/manual/en/operation) * [BOM Operations Time](docs/user/manual/en/bom-operation-time) * [Routing](docs/user/manual/en/routing) ##### Bill of Materials pushkar edited 2 weeks ago × In ERPNext, the Bill of Materials (BOM) flow is a structured process that outlines the components, raw materials, and sub-assemblies required to manufacture a finished product. It begins with the creation of a BOM, where each item is listed along with its quantity and relationship to the final product. Once the BOM is established, it serves as a reference point for procurement, production planning, and inventory management. * [Work Station](docs/user/manual/en/workstation) * [Work Station Type](docs/user/manual/en/workstation_type) * [Bill of Materials](docs/user/manual/en/bill-of-materials) * [Managing Multi Level BOM](docs/user/manual/en/managing-multi-level-bom) * [Multi Level BOM Creator](docs/user/manual/en/bom-creator) * [BOM Update Tool](docs/user/manual/en/bom-update-tool) * [BOM Comparison Tool](docs/user/manual/en/bom-comparison-tool) * [BOM Costing in Different Currency](docs/user/manual/en/bom-costing-in-different-currency) * [BOM Search](docs/user/manual/en/bom-search) * [BOM Stock Report](docs/user/manual/en/bom-stock-report) * [Operation](docs/user/manual/en/operation) * [BOM Operations Time](docs/user/manual/en/bom-operation-time) * [Routing](docs/user/manual/en/routing) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Subcontracting in ERPNext

https://docs.erpnext.com/docs/user/manual/en/subcontracting-in-erpnext

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Subcontracting in ERPNext</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Subcontracting is a type of job contract that seeks to <strong>outsource</strong> certain types of work to other companies. It allows work on more than one phase of the project to be done at once, often leading to quicker completion. It is practiced by various industries.</p><p>For example, manufacturers who make a number of products from complex components subcontract certain components and package them at their facilities.</p><p><br><br class="ProseMirror-trailingBreak"></p><p style="text-align: center;"><img class="screenshot" contenteditable="false" draggable="true" src="/files/Uqloysk.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p><br><br class="ProseMirror-trailingBreak"></p><p>If your business involves outsourcing certain processes to a third party Supplier where you supply the raw materials and the third party does the labor/production, you can track this by using the subcontracting feature of ERPNext.</p><p><br><br class="ProseMirror-trailingBreak"></p><p><strong>How to manage subcontracting in ERPNext?</strong></p><p><br><br class="ProseMirror-trailingBreak"></p><p>For demonstrating the outsourcing, we are considering below scenario:</p><p>A manufacturer of flowers produces raw, uncolored flowers. These flowers are packed in cartons (1 Carton = 1000 flowers) and sent for coloring to external vendor.</p><p><br><br class="ProseMirror-trailingBreak"></p><p>1. In Item Master of subcontracted item, ensure that you have enabled the option, "Supply Raw Materials for Purchase". In our example, the Item is "RM-111-Colored Flower"</p><p><br><br class="ProseMirror-trailingBreak"></p><p><img class="screenshot" contenteditable="false" draggable="true" src="/files/Dizzv7h.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p><br><br class="ProseMirror-trailingBreak"></p><p>2. Create a BOM (Bill of Material) for the subcontracted Item and include the raw materials that you send to the subcontractor so as to get the finished/semi-finished product. There will be no operations in this BOM since the activities are not done at manufacturer's end. In our example, the BOM of RM-111-Colored-Flower is as below:</p><p><br><br class="ProseMirror-trailingBreak"></p><p><img class="screenshot" contenteditable="false" draggable="true" src="/files/0r4KFFG.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p><br><br class="ProseMirror-trailingBreak"></p><p>3. Now, you need to create the Purchase Order for procuring this Item from the external party/vendor. Ensure that you select "Yes" for the field, "Supply Raw Materials" and then select the warehouse from which the raw materials will be transferred to the vendor. Note that this can also be a virtual warehouse just to stand as a placeholder for making the Stock Entry when transferring materials to the vendor. Below is the Purchase Order as per our example:</p><p><br><br class="ProseMirror-trailingBreak"></p><p><img class="screenshot" contenteditable="false" draggable="true" src="/files/NoFO0T4.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p><br><br class="ProseMirror-trailingBreak"></p><p>Note: The rate of the Item entered here will be your Service Cost rate.</p><p><br><br class="ProseMirror-trailingBreak"></p><p>4. There is also another child table that shows the status of the raw materials to be transferred against this Purchase Order. In that table, you need to select the "Reserve Warehouse" from which the raw materials will be transferred to the virtual vendor warehouse that we selected in previous step. This table also tells you how many items have been supplied already, in our case, it is zero since we are yet to submit the order and supply the raw materials.</p><p><br><br class="ProseMirror-trailingBreak"></p><p><img class="screenshot" contenteditable="false" draggable="true" src="/files/5gxQbu3.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p><br><br class="ProseMirror-trailingBreak"></p><p>5. After submission of the Purchase Order, there will be a button, "Transfer" for creating the Stock Entry to transfer raw materials to the external vendor:</p><p><br><br class="ProseMirror-trailingBreak"></p><p><img class="screenshot" contenteditable="false" draggable="true" src="/files/SYPIUEq.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p><br><br class="ProseMirror-trailingBreak"></p><p><img class="screenshot" contenteditable="false" draggable="true" src="/files/aJ3pBPd.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p><br><br class="ProseMirror-trailingBreak"></p><p><img class="screenshot" contenteditable="false" draggable="true" src="/files/rQcvSYZ.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>Once the Stock Entry is submitted, the child table in the Purchase Order is also updated to reflect the transferred quantity under "Supplied Qty"</p><p><br><br class="ProseMirror-trailingBreak"></p><p><img class="screenshot" contenteditable="false" draggable="true" src="/files/srrSyG5.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p><br><br class="ProseMirror-trailingBreak"></p><p>6. As in when you receive the semi-finished/finished goods from the vendor, you can create Purchase Receipt against this Purchase Order:</p><p><br><br class="ProseMirror-trailingBreak"></p><p><img class="screenshot" contenteditable="false" draggable="true" src="/files/xbWLQp2.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p><br><br class="ProseMirror-trailingBreak"></p><p><br><br class="ProseMirror-trailingBreak"></p><p>The next steps for invoicing follow as per regular Buying Cycle.</p><p>Purchase Order -&gt; Purchase Receipt -&gt; Purchase Invoice.</p><p><br><br class="ProseMirror-trailingBreak"></p><p>7. Purchase Invoice created for this transaction: (Print Format Preview)</p><p><br><br class="ProseMirror-trailingBreak"></p><p><img class="screenshot" contenteditable="false" draggable="true" src="/files/2b1Rvbr.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p><br><br class="ProseMirror-trailingBreak"></p><p><br><br class="ProseMirror-trailingBreak"></p><p>To learn more about Buying module, please check out our documentation <a href="https://erpnext.com/docs/user/manual/en/buying" rel="noopener noreferrer nofollow" target="_blank">here</a>.</p><p>Here are more details about <a href="docs/user/manual/en/subcontracting" rel="noopener noreferrer nofollow" target="_blank">Subcontracting</a></p></div> </div> <input value="ca299a4f4c" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Subcontracting in ERPNext</h5> <span class="small text-muted revision-time">pushkar edited 1 week ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div class="ql-editor read-mode"><p>Subcontracting is a type of job contract that seeks to <strong>outsource</strong> certain types of work to other companies. It allows work on more than one phase of the project to be done at once, often leading to quicker completion. It is practiced by various industries.</p><p><br></p><p>For example, manufacturers who make a number of products from complex components subcontract certain components and package them at their facilities.</p><p><br></p><p style="text-align: center;"><img src="/files/Uqloysk.png"></p><p><br></p><p>If your business involves outsourcing certain processes to a third party Supplier where you supply the raw materials and the third party does the labor/production, you can track this by using the subcontracting feature of ERPNext.</p><p><br></p><p><strong>How to manage subcontracting in ERPNext?</strong></p><p><br></p><p>For demonstrating the outsourcing, we are considering below scenario:</p><p>A manufacturer of flowers produces raw, uncolored flowers. These flowers are packed in cartons (1 Carton = 1000 flowers) and sent for coloring to external vendor.</p><p><br></p><p>1. In Item Master of subcontracted item, ensure that you have enabled the option, "Supply Raw Materials for Purchase". In our example, the Item is "RM-111-Colored Flower"</p><p><br></p><p><img src="/files/Dizzv7h.png"></p><p><br></p><p>2. Create a BOM (Bill of Material) for the subcontracted Item and include the raw materials that you send to the subcontractor so as to get the finished/semi-finished product. There will be no operations in this BOM since the activities are not done at manufacturer's end. In our example, the BOM of RM-111-Colored-Flower is as below:</p><p><br></p><p><img src="/files/0r4KFFG.png"></p><p><br></p><p>3. Now, you need to create the Purchase Order for procuring this Item from the external party/vendor. Ensure that you select "Yes" for the field, "Supply Raw Materials" and then select the warehouse from which the raw materials will be transferred to the vendor. Note that this can also be a virtual warehouse just to stand as a placeholder for making the Stock Entry when transferring materials to the vendor. Below is the Purchase Order as per our example:</p><p><br></p><p><img src="/files/NoFO0T4.png"></p><p><br></p><p>Note: The rate of the Item entered here will be your Service Cost rate.</p><p><br></p><p>4. There is also another child table that shows the status of the raw materials to be transferred against this Purchase Order. In that table, you need to select the "Reserve Warehouse" from which the raw materials will be transferred to the virtual vendor warehouse that we selected in previous step. This table also tells you how many items have been supplied already, in our case, it is zero since we are yet to submit the order and supply the raw materials.</p><p><br></p><p><img src="/files/5gxQbu3.png"></p><p><br></p><p>5. After submission of the Purchase Order, there will be a button, "Transfer" for creating the Stock Entry to transfer raw materials to the external vendor:</p><p><br></p><p><img src="/files/SYPIUEq.png"></p><p><br></p><p><img src="/files/aJ3pBPd.png"></p><p><br></p><p><img src="/files/rQcvSYZ.png"></p><p>Once the Stock Entry is submitted, the child table in the Purchase Order is also updated to reflect the transferred quantity under "Supplied Qty"</p><p><br></p><p><img src="/files/srrSyG5.png"></p><p><br></p><p>6. As in when you receive the semi-finished/finished goods from the vendor, you can create Purchase Receipt against this Purchase Order:</p><p><br></p><p><img src="/files/xbWLQp2.png"></p><p><br></p><p><br></p><p>The next steps for invoicing follow as per regular Buying Cycle.</p><p>Purchase Order -&gt; Purchase Receipt -&gt; Purchase Invoice.</p><p><br></p><p>7. Purchase Invoice created for this transaction: (Print Format Preview)</p><p><br></p><p><img src="/files/2b1Rvbr.png"></p><p><br></p><p><br></p><p>To learn more about Buying module, please check out our documentation <a href="https://erpnext.com/docs/user/manual/en/buying" rel="noopener noreferrer">here</a>.</p></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/subcontracting-in-erpnext" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Subcontracting in ERPNext Subcontracting is a type of job contract that seeks to outsource certain types of work to other companies. It allows work on more than one phase of the project to be done at once, often leading to quicker completion. It is practiced by various industries. For example, manufacturers who make a number of products from complex components subcontract certain components and package them at their facilities. If your business involves outsourcing certain processes to a third party Supplier where you supply the raw materials and the third party does the labor/production, you can track this by using the subcontracting feature of ERPNext. How to manage subcontracting in ERPNext? For demonstrating the outsourcing, we are considering below scenario: A manufacturer of flowers produces raw, uncolored flowers. These flowers are packed in cartons (1 Carton = 1000 flowers) and sent for coloring to external vendor. 1. In Item Master of subcontracted item, ensure that you have enabled the option, "Supply Raw Materials for Purchase". In our example, the Item is "RM-111-Colored Flower" 2. Create a BOM (Bill of Material) for the subcontracted Item and include the raw materials that you send to the subcontractor so as to get the finished/semi-finished product. There will be no operations in this BOM since the activities are not done at manufacturer's end. In our example, the BOM of RM-111-Colored-Flower is as below: 3. Now, you need to create the Purchase Order for procuring this Item from the external party/vendor. Ensure that you select "Yes" for the field, "Supply Raw Materials" and then select the warehouse from which the raw materials will be transferred to the vendor. Note that this can also be a virtual warehouse just to stand as a placeholder for making the Stock Entry when transferring materials to the vendor. Below is the Purchase Order as per our example: Note: The rate of the Item entered here will be your Service Cost rate. 4. There is also another child table that shows the status of the raw materials to be transferred against this Purchase Order. In that table, you need to select the "Reserve Warehouse" from which the raw materials will be transferred to the virtual vendor warehouse that we selected in previous step. This table also tells you how many items have been supplied already, in our case, it is zero since we are yet to submit the order and supply the raw materials. 5. After submission of the Purchase Order, there will be a button, "Transfer" for creating the Stock Entry to transfer raw materials to the external vendor: Once the Stock Entry is submitted, the child table in the Purchase Order is also updated to reflect the transferred quantity under "Supplied Qty" 6. As in when you receive the semi-finished/finished goods from the vendor, you can create Purchase Receipt against this Purchase Order: The next steps for invoicing follow as per regular Buying Cycle. Purchase Order -> Purchase Receipt -> Purchase Invoice. 7. Purchase Invoice created for this transaction: (Print Format Preview) To learn more about Buying module, please check out our documentation here. Here are more details about Subcontracting

# Subcontracting in ERPNext Edit Page New Page Revisions Page Settings Subcontracting is a type of job contract that seeks to **outsource** certain types of work to other companies. It allows work on more than one phase of the project to be done at once, often leading to quicker completion. It is practiced by various industries. For example, manufacturers who make a number of products from complex components subcontract certain components and package them at their facilities.  If your business involves outsourcing certain processes to a third party Supplier where you supply the raw materials and the third party does the labor/production, you can track this by using the subcontracting feature of ERPNext. **How to manage subcontracting in ERPNext?** For demonstrating the outsourcing, we are considering below scenario: A manufacturer of flowers produces raw, uncolored flowers. These flowers are packed in cartons (1 Carton = 1000 flowers) and sent for coloring to external vendor. 1\. In Item Master of subcontracted item, ensure that you have enabled the option, "Supply Raw Materials for Purchase". In our example, the Item is "RM-111-Colored Flower"  2\. Create a BOM (Bill of Material) for the subcontracted Item and include the raw materials that you send to the subcontractor so as to get the finished/semi-finished product. There will be no operations in this BOM since the activities are not done at manufacturer's end. In our example, the BOM of RM-111-Colored-Flower is as below:  3\. Now, you need to create the Purchase Order for procuring this Item from the external party/vendor. Ensure that you select "Yes" for the field, "Supply Raw Materials" and then select the warehouse from which the raw materials will be transferred to the vendor. Note that this can also be a virtual warehouse just to stand as a placeholder for making the Stock Entry when transferring materials to the vendor. Below is the Purchase Order as per our example:  Note: The rate of the Item entered here will be your Service Cost rate. 4\. There is also another child table that shows the status of the raw materials to be transferred against this Purchase Order. In that table, you need to select the "Reserve Warehouse" from which the raw materials will be transferred to the virtual vendor warehouse that we selected in previous step. This table also tells you how many items have been supplied already, in our case, it is zero since we are yet to submit the order and supply the raw materials.  5\. After submission of the Purchase Order, there will be a button, "Transfer" for creating the Stock Entry to transfer raw materials to the external vendor:    Once the Stock Entry is submitted, the child table in the Purchase Order is also updated to reflect the transferred quantity under "Supplied Qty"  6\. As in when you receive the semi-finished/finished goods from the vendor, you can create Purchase Receipt against this Purchase Order:  The next steps for invoicing follow as per regular Buying Cycle. Purchase Order -> Purchase Receipt -> Purchase Invoice. 7\. Purchase Invoice created for this transaction: (Print Format Preview)  To learn more about Buying module, please check out our documentation [here](https://erpnext.com/docs/user/manual/en/buying). Here are more details about [Subcontracting](docs/user/manual/en/subcontracting) ##### Subcontracting in ERPNext pushkar edited 1 week ago × Subcontracting is a type of job contract that seeks to **outsource** certain types of work to other companies. It allows work on more than one phase of the project to be done at once, often leading to quicker completion. It is practiced by various industries. For example, manufacturers who make a number of products from complex components subcontract certain components and package them at their facilities.  If your business involves outsourcing certain processes to a third party Supplier where you supply the raw materials and the third party does the labor/production, you can track this by using the subcontracting feature of ERPNext. **How to manage subcontracting in ERPNext?** For demonstrating the outsourcing, we are considering below scenario: A manufacturer of flowers produces raw, uncolored flowers. These flowers are packed in cartons (1 Carton = 1000 flowers) and sent for coloring to external vendor. 1\. In Item Master of subcontracted item, ensure that you have enabled the option, "Supply Raw Materials for Purchase". In our example, the Item is "RM-111-Colored Flower"  2\. Create a BOM (Bill of Material) for the subcontracted Item and include the raw materials that you send to the subcontractor so as to get the finished/semi-finished product. There will be no operations in this BOM since the activities are not done at manufacturer's end. In our example, the BOM of RM-111-Colored-Flower is as below:  3\. Now, you need to create the Purchase Order for procuring this Item from the external party/vendor. Ensure that you select "Yes" for the field, "Supply Raw Materials" and then select the warehouse from which the raw materials will be transferred to the vendor. Note that this can also be a virtual warehouse just to stand as a placeholder for making the Stock Entry when transferring materials to the vendor. Below is the Purchase Order as per our example:  Note: The rate of the Item entered here will be your Service Cost rate. 4\. There is also another child table that shows the status of the raw materials to be transferred against this Purchase Order. In that table, you need to select the "Reserve Warehouse" from which the raw materials will be transferred to the virtual vendor warehouse that we selected in previous step. This table also tells you how many items have been supplied already, in our case, it is zero since we are yet to submit the order and supply the raw materials.  5\. After submission of the Purchase Order, there will be a button, "Transfer" for creating the Stock Entry to transfer raw materials to the external vendor:    Once the Stock Entry is submitted, the child table in the Purchase Order is also updated to reflect the transferred quantity under "Supplied Qty"  6\. As in when you receive the semi-finished/finished goods from the vendor, you can create Purchase Receipt against this Purchase Order:  The next steps for invoicing follow as per regular Buying Cycle. Purchase Order -> Purchase Receipt -> Purchase Invoice. 7\. Purchase Invoice created for this transaction: (Print Format Preview)  To learn more about Buying module, please check out our documentation [here](https://erpnext.com/docs/user/manual/en/buying). Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Introduction to CRM

https://docs.erpnext.com/docs/user/manual/en/CRM

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Introduction to CRM</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>ERPNext helps you track business <strong>Opportunities</strong> from <strong>Leads</strong> and <strong>Customers</strong>, send them <strong>Quotations</strong>, and book <strong>Sales Orders</strong>.</p><h2>Video Tutorials</h2><ol><li><p><a href="https://frappe.school/courses/erpnext-sales-crm/learn/1.1" rel="noopener noreferrer nofollow" target="_blank">Lead, Opportunity and Quotation</a></p></li><li><p><a href="/docs/v13/user/videos/learn/newsletter" rel="noopener noreferrer nofollow" target="_blank">Newsletter</a></p></li></ol><p>Next: <a href="/docs/v13/user/manual/en/selling" rel="noopener noreferrer nofollow" target="_blank">Selling Module</a></p></div> </div> <input value="1c71119cef" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Introduction to CRM</h5> <span class="small text-muted revision-time">pushkar edited 3 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p>ERPNext helps you track business <strong>Opportunities</strong> from <strong>Leads</strong> and <strong>Customers</strong>, send them <strong>Quotations</strong>, and book <strong>Sales Orders</strong>.</p> <h2 id="video-tutorials">Video Tutorials</h2> <ol> <li><a href="https://frappe.school/courses/erpnext-sales-crm/learn/1.1">Lead, Opportunity and Quotation</a></li> <li><a href="/docs/v13/user/videos/learn/newsletter">Newsletter</a></li> </ol> <p>Next: <a href="/docs/v13/user/manual/en/selling">Selling Module</a></p> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/CRM" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Introduction to CRM ERPNext helps you track business Opportunities from Leads and Customers, send them Quotations, and book Sales Orders. Video Tutorials Lead, Opportunity and Quotation Newsletter Next: Selling Module

# Introduction to CRM Edit Page New Page Revisions Page Settings ERPNext helps you track business **Opportunities** from **Leads** and **Customers** , send them **Quotations** , and book **Sales Orders**. ## Video Tutorials 1. [Lead, Opportunity and Quotation](https://frappe.school/courses/erpnext-sales-crm/learn/1.1) 2. [Newsletter](/docs/v13/user/videos/learn/newsletter) Next: [Selling Module](/docs/v13/user/manual/en/selling) ##### Introduction to CRM pushkar edited 3 weeks ago × ERPNext helps you track business **Opportunities** from **Leads** and **Customers** , send them **Quotations** , and book **Sales Orders**. ## Video Tutorials 1. [Lead, Opportunity and Quotation](https://frappe.school/courses/erpnext-sales-crm/learn/1.1) 2. [Newsletter](/docs/v13/user/videos/learn/newsletter) Next: [Selling Module](/docs/v13/user/manual/en/selling) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

CRM Masters

https://docs.erpnext.com/docs/user/manual/en/crm-masters

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">CRM Masters</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Masters in CRM refers to the core data entities that are vital for managing customer relationships and sales processes in the system. These data elements serve as the foundation for various CRM activities and operations</p><p>By maintaining these core master data entities in CRM, users can effectively manage their customer relationship activities, streamline sales processes, track interactions, analyse overall performance, and make informed decisions to drive business growth and success.</p><ul><li><p><a href="docs/user/manual/en/territory" rel="noopener noreferrer nofollow" target="_blank">Territory</a></p></li><li><p><a href="docs/user/manual/en/lead_source" rel="noopener noreferrer nofollow" target="_blank">Lead Source</a></p></li><li><p><a href="docs/user/manual/en/customer-group" rel="noopener noreferrer nofollow" target="_blank">Customer Group</a></p></li><li><p><a href="docs/user/manual/en/customer" rel="noopener noreferrer nofollow" target="_blank">Customer</a></p></li><li><p><a href="docs/user/manual/en/sales-person" rel="noopener noreferrer nofollow" target="_blank">Sales Person</a></p></li><li><p><a href="docs/user/manual/en/sales_stage" rel="noopener noreferrer nofollow" target="_blank">Sales Stage</a></p></li><li><p><a href="docs/user/manual/en/opportunity_type" rel="noopener noreferrer nofollow" target="_blank">Opportunity Type</a></p></li><li><p><a href="docs/user/manual/en/contact" rel="noopener noreferrer nofollow" target="_blank">Contact</a></p></li><li><p><a href="docs/user/manual/en/address" rel="noopener noreferrer nofollow" target="_blank">Address</a></p></li></ul></div> </div> <input value="7j6hgbalic" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">CRM Masters</h5> <span class="small text-muted revision-time">pushkar edited 1 week ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>Masters in CRM refers to the core data entities that are vital for managing customer relationships and sales processes in the system. These data elements serve as the foundation for various CRM activities and operations</p><p>By maintaining these core master data entities in CRM, users can effectively manage their customer relationship activities, streamline sales processes, track interactions, analyse overall performance, and make informed decisions to drive business growth and success.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/territory">Territory</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/lead_source">Lead Source</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/customer-group">Customer Group</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/sales-person">Sales Person</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/sales_stage">Sales Stage</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/opportunity_type">Opportunity Type</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/contact">Contact</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/address">Address</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/crm-masters" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

CRM Masters Masters in CRM refers to the core data entities that are vital for managing customer relationships and sales processes in the system. These data elements serve as the foundation for various CRM activities and operations By maintaining these core master data entities in CRM, users can effectively manage their customer relationship activities, streamline sales processes, track interactions, analyse overall performance, and make informed decisions to drive business growth and success. Territory Lead Source Customer Group Customer Sales Person Sales Stage Opportunity Type Contact Address

# CRM Masters Edit Page New Page Revisions Page Settings Masters in CRM refers to the core data entities that are vital for managing customer relationships and sales processes in the system. These data elements serve as the foundation for various CRM activities and operations By maintaining these core master data entities in CRM, users can effectively manage their customer relationship activities, streamline sales processes, track interactions, analyse overall performance, and make informed decisions to drive business growth and success. * [Territory](docs/user/manual/en/territory) * [Lead Source](docs/user/manual/en/lead_source) * [Customer Group](docs/user/manual/en/customer-group) * [Customer](docs/user/manual/en/customer) * [Sales Person](docs/user/manual/en/sales-person) * [Sales Stage](docs/user/manual/en/sales_stage) * [Opportunity Type](docs/user/manual/en/opportunity_type) * [Contact](docs/user/manual/en/contact) * [Address](docs/user/manual/en/address) ##### CRM Masters pushkar edited 1 week ago × Masters in CRM refers to the core data entities that are vital for managing customer relationships and sales processes in the system. These data elements serve as the foundation for various CRM activities and operations By maintaining these core master data entities in CRM, users can effectively manage their customer relationship activities, streamline sales processes, track interactions, analyse overall performance, and make informed decisions to drive business growth and success. * [Territory](docs/user/manual/en/territory) * [Lead Source](docs/user/manual/en/lead_source) * [Customer Group](docs/user/manual/en/customer-group) * [Sales Person](docs/user/manual/en/sales-person) * [Sales Stage](docs/user/manual/en/sales_stage) * [Opportunity Type](docs/user/manual/en/opportunity_type) * [Contact](docs/user/manual/en/contact) * [Address](docs/user/manual/en/address) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Managing Campaigns

https://docs.erpnext.com/docs/user/manual/en/managing-campaigns

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Managing Campaigns</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>In ERPNext CRM, a campaign refers to a structured marketing initiative aimed at achieving specific business objectives, such as generating leads, increasing sales, or promoting brand awareness.</p><p>The Campaign feature allows users to plan, execute, and monitor marketing campaigns effectively within the CRM module. By leveraging the Campaign feature in ERPNext CRM, organizations can streamline their marketing efforts, target the right audience with personalized messages, track campaign performance, and ultimately drive business growth through effective marketing initiatives.</p><ul><li><p><a href="docs/user/manual/en/campaign" rel="noopener noreferrer nofollow" target="_blank">Campaign</a></p></li><li><p><a href="docs/user/manual/en/email-campaign" rel="noopener noreferrer nofollow" target="_blank">Email Campaign</a></p></li><li><p><a href="docs/user/manual/en/email_group" rel="noopener noreferrer nofollow" target="_blank">Email Group</a></p></li></ul></div> </div> <input value="84p48mh93j" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Managing Campaigns</h5> <span class="small text-muted revision-time">pushkar edited 3 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div><p>In ERPNext CRM, a campaign refers to a structured marketing initiative aimed at achieving specific business objectives, such as generating leads, increasing sales, or promoting brand awareness. </p><p>The Campaign feature allows users to plan, execute, and monitor marketing campaigns effectively within the CRM module. By leveraging the Campaign feature in ERPNext CRM, organizations can streamline their marketing efforts, target the right audience with personalized messages, track campaign performance, and ultimately drive business growth through effective marketing initiatives.</p><ul><li><p><a href="docs/user/manual/en/campaign" rel="noopener noreferrer nofollow" target="_blank">Campaign</a></p></li><li><p><a href="docs/user/manual/en/email-campaign" rel="noopener noreferrer nofollow" target="_blank">Email Campaign</a></p></li><li><p><a href="docs/user/manual/en/email_group" rel="noopener noreferrer nofollow" target="_blank">Email Group</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/managing-campaigns" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Managing Campaigns In ERPNext CRM, a campaign refers to a structured marketing initiative aimed at achieving specific business objectives, such as generating leads, increasing sales, or promoting brand awareness. The Campaign feature allows users to plan, execute, and monitor marketing campaigns effectively within the CRM module. By leveraging the Campaign feature in ERPNext CRM, organizations can streamline their marketing efforts, target the right audience with personalized messages, track campaign performance, and ultimately drive business growth through effective marketing initiatives. Campaign Email Campaign Email Group

# Managing Campaigns Edit Page New Page Revisions Page Settings In ERPNext CRM, a campaign refers to a structured marketing initiative aimed at achieving specific business objectives, such as generating leads, increasing sales, or promoting brand awareness. The Campaign feature allows users to plan, execute, and monitor marketing campaigns effectively within the CRM module. By leveraging the Campaign feature in ERPNext CRM, organizations can streamline their marketing efforts, target the right audience with personalized messages, track campaign performance, and ultimately drive business growth through effective marketing initiatives. * [Campaign](docs/user/manual/en/campaign) * [Email Campaign](docs/user/manual/en/email-campaign) * [Email Group](docs/user/manual/en/email_group) ##### Managing Campaigns pushkar edited 3 weeks ago × In ERPNext CRM, a campaign refers to a structured marketing initiative aimed at achieving specific business objectives, such as generating leads, increasing sales, or promoting brand awareness. The Campaign feature allows users to plan, execute, and monitor marketing campaigns effectively within the CRM module. By leveraging the Campaign feature in ERPNext CRM, organizations can streamline their marketing efforts, target the right audience with personalized messages, track campaign performance, and ultimately drive business growth through effective marketing initiatives. * [Campaign](docs/user/manual/en/campaign) * [Email Campaign](docs/user/manual/en/email-campaign) * [Email Group](docs/user/manual/en/email_group) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

CRM Reports

https://docs.erpnext.com/docs/user/manual/en/crm_reports

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">CRM Reports </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p>CRM module's reports feature helps users get the information about the prospects. Using the following reports, an ERPNext user can analyze the data about a prospect's history with a company and will help users build strong relationships with the prospects. These are a collection of reports under <strong>CRM &gt; Reports</strong>.</p> <h3 id="1-lead-details">1. Lead Details</h3> <p>This report provides lead name, address, contact details, lead source, territory, and other details.</p> <p><img src="/files/lead-details.png" alt="Lead Details Report" class="screenshot"></p> <h3 id="2-sales-funnel">2. Sales Funnel</h3> <p>By using the sales funnel report, and by quantifying the number of prospects at each stage of the process, you can get an idea of your potential customers.</p> <p>For more details check <a href="/docs/v13/user/manual/en/CRM/articles/sales_funnel">Sales Funnel</a>.</p> <h3 id="3-prospects-engaged-but-not-converted">3. Prospects Engaged But Not Converted</h3> <p>Using this report, user gets the information about the leads who have shown interest in the business with you but due to some reason they were not converted into the customers.</p> <p><img src="/files/prospects-engaged-but-not-converted.png" alt="Prospects Engaged But Not Converted" class="screenshot"></p> <h3 id="4-minutes-to-first-response-for-opportunity">4. Minutes to First Response for Opportunity</h3> <p>In this internet era, we all expect a quicker response time to any of our queries. This report gives you the details about time taken by sales executives for response to an opportunity. Lesser the average time for first response the better.</p> <p>You can input the date range for which you would like to analyse the minutes to first response. The line graph is shown on the top and date wise details at the bottom.</p> <p><img src="/docs/v13/assets/img/crm/report/minutes_to_first_response.png" alt="Minutes To First Response Opportunity" class="screenshot"></p> <h3 id="5-inactive-customers">5. Inactive Customers</h3> <p>This report shows the list of customers who have not purchased since specific number of days. You can mention the number of days in 'Days Since Last Order' filter. Also you can mention if Sales Order or Sales Invoice is to be considered in DocType filter.</p> <p><img src="/files/inactive-customers.png" alt="Inactive Customers" class="screenshot"></p> <h3 id="6-address-and-contacts">6. Address And Contacts</h3> <p>Select Customer in 'Party Type', the report will show address and contact details of all customers.</p> <p>You can also select specific customer in 'Party Name' and report will show address and contact detail of that specific customer.</p> <p><img src="/files/address-and-contacts.png" alt="Address and Contact Report" class="screenshot"></p> <h3 id="7-lost-opportunity">7. Lost Opportunity</h3> <p>This report provides Lost Opportunity details like opportunity from, party, customer name, lost reasons, sales stage, territory, and other details.</p> <p><img src="/files/lost-opportunity.png" alt="Lost Opportunity" class="screenshot"></p> </div> <input value="a65b90557d" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">CRM Reports </h5> <span class="small text-muted revision-time">mohammed_yusuf_shaikh edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p>CRM module's reports feature helps users get the information about the prospects. Using the following reports, an ERPNext user can analyze the data about a prospect's history with a company and will help users build strong relationships with the prospects. These are a collection of reports under <strong>CRM &gt; Reports</strong>.</p> <h3 id="1-lead-details">1. Lead Details</h3> <p>This report provides lead name, address, contact details, lead source, territory, and other details.</p> <p><img src="/files/lead-details.png" alt="Lead Details Report" class="screenshot"></p> <h3 id="2-sales-funnel">2. Sales Funnel</h3> <p>By using the sales funnel report, and by quantifying the number of prospects at each stage of the process, you can get an idea of your potential customers.</p> <p>For more details check <a href="/docs/v13/user/manual/en/CRM/articles/sales_funnel">Sales Funnel</a>.</p> <h3 id="3-prospects-engaged-but-not-converted">3. Prospects Engaged But Not Converted</h3> <p>Using this report, user gets the information about the leads who have shown interest in the business with you but due to some reason they were not converted into the customers.</p> <p><img src="/files/prospects-engaged-but-not-converted.png" alt="Prospects Engaged But Not Converted" class="screenshot"></p> <h3 id="4-minutes-to-first-response-for-opportunity">4. Minutes to First Response for Opportunity</h3> <p>In this internet era, we all expect a quicker response time to any of our queries. This report gives you the details about time taken by sales executives for response to an opportunity. Lesser the average time for first response the better.</p> <p>You can input the date range for which you would like to analyse the minutes to first response. The line graph is shown on the top and date wise details at the bottom.</p> <p><img src="/files/minutes_to_first_response.png" alt="Minutes To First Response Opportunity" class="screenshot"></p> <h3 id="5-inactive-customers">5. Inactive Customers</h3> <p>This report shows the list of customers who have not purchased since specific number of days. You can mention the number of days in 'Days Since Last Order' filter. Also you can mention if Sales Order or Sales Invoice is to be considered in DocType filter.</p> <p><img src="/files/inactive-customers.png" alt="Inactive Customers" class="screenshot"></p> <h3 id="6-address-and-contacts">6. Address And Contacts</h3> <p>Select Customer in 'Party Type', the report will show address and contact details of all customers.</p> <p>You can also select specific customer in 'Party Name' and report will show address and contact detail of that specific customer.</p> <p><img src="/files/address-and-contacts.png" alt="Address and Contact Report" class="screenshot"></p> <h3 id="7-lost-opportunity">7. Lost Opportunity</h3> <p>This report provides Lost Opportunity details like opportunity from, party, customer name, lost reasons, sales stage, territory, and other details.</p> <p><img src="/files/lost-opportunity.png" alt="Lost Opportunity" class="screenshot"></p> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/crm_reports" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

CRM Reports CRM module's reports feature helps users get the information about the prospects. Using the following reports, an ERPNext user can analyze the data about a prospect's history with a company and will help users build strong relationships with the prospects. These are a collection of reports under CRM > Reports. 1. Lead Details This report provides lead name, address, contact details, lead source, territory, and other details. 2. Sales Funnel By using the sales funnel report, and by quantifying the number of prospects at each stage of the process, you can get an idea of your potential customers. For more details check Sales Funnel. 3. Prospects Engaged But Not Converted Using this report, user gets the information about the leads who have shown interest in the business with you but due to some reason they were not converted into the customers. 4. Minutes to First Response for Opportunity In this internet era, we all expect a quicker response time to any of our queries. This report gives you the details about time taken by sales executives for response to an opportunity. Lesser the average time for first response the better. You can input the date range for which you would like to analyse the minutes to first response. The line graph is shown on the top and date wise details at the bottom. 5. Inactive Customers This report shows the list of customers who have not purchased since specific number of days. You can mention the number of days in 'Days Since Last Order' filter. Also you can mention if Sales Order or Sales Invoice is to be considered in DocType filter. 6. Address And Contacts Select Customer in 'Party Type', the report will show address and contact details of all customers. You can also select specific customer in 'Party Name' and report will show address and contact detail of that specific customer. 7. Lost Opportunity This report provides Lost Opportunity details like opportunity from, party, customer name, lost reasons, sales stage, territory, and other details.

# CRM Reports Edit Page New Page Revisions Page Settings CRM module's reports feature helps users get the information about the prospects. Using the following reports, an ERPNext user can analyze the data about a prospect's history with a company and will help users build strong relationships with the prospects. These are a collection of reports under **CRM > Reports**. ### 1\. Lead Details This report provides lead name, address, contact details, lead source, territory, and other details.  ### 2\. Sales Funnel By using the sales funnel report, and by quantifying the number of prospects at each stage of the process, you can get an idea of your potential customers. For more details check [Sales Funnel](/docs/v13/user/manual/en/CRM/articles/sales_funnel). ### 3\. Prospects Engaged But Not Converted Using this report, user gets the information about the leads who have shown interest in the business with you but due to some reason they were not converted into the customers.  ### 4\. Minutes to First Response for Opportunity In this internet era, we all expect a quicker response time to any of our queries. This report gives you the details about time taken by sales executives for response to an opportunity. Lesser the average time for first response the better. You can input the date range for which you would like to analyse the minutes to first response. The line graph is shown on the top and date wise details at the bottom.  ### 5\. Inactive Customers This report shows the list of customers who have not purchased since specific number of days. You can mention the number of days in 'Days Since Last Order' filter. Also you can mention if Sales Order or Sales Invoice is to be considered in DocType filter.  ### 6\. Address And Contacts Select Customer in 'Party Type', the report will show address and contact details of all customers. You can also select specific customer in 'Party Name' and report will show address and contact detail of that specific customer.  ### 7\. Lost Opportunity This report provides Lost Opportunity details like opportunity from, party, customer name, lost reasons, sales stage, territory, and other details.  ##### CRM Reports mohammed_yusuf_shaikh edited 3 years ago × CRM module's reports feature helps users get the information about the prospects. Using the following reports, an ERPNext user can analyze the data about a prospect's history with a company and will help users build strong relationships with the prospects. These are a collection of reports under **CRM > Reports**. ### 1\. Lead Details This report provides lead name, address, contact details, lead source, territory, and other details.  ### 2\. Sales Funnel By using the sales funnel report, and by quantifying the number of prospects at each stage of the process, you can get an idea of your potential customers. For more details check [Sales Funnel](/docs/v13/user/manual/en/CRM/articles/sales_funnel). ### 3\. Prospects Engaged But Not Converted Using this report, user gets the information about the leads who have shown interest in the business with you but due to some reason they were not converted into the customers.  ### 4\. Minutes to First Response for Opportunity In this internet era, we all expect a quicker response time to any of our queries. This report gives you the details about time taken by sales executives for response to an opportunity. Lesser the average time for first response the better. You can input the date range for which you would like to analyse the minutes to first response. The line graph is shown on the top and date wise details at the bottom.  ### 5\. Inactive Customers This report shows the list of customers who have not purchased since specific number of days. You can mention the number of days in 'Days Since Last Order' filter. Also you can mention if Sales Order or Sales Invoice is to be considered in DocType filter.  ### 6\. Address And Contacts Select Customer in 'Party Type', the report will show address and contact details of all customers. You can also select specific customer in 'Party Name' and report will show address and contact detail of that specific customer.  ### 7\. Lost Opportunity This report provides Lost Opportunity details like opportunity from, party, customer name, lost reasons, sales stage, territory, and other details.  Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

CRM Settings

https://docs.erpnext.com/docs/user/manual/en/crm_settings

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">CRM Settings</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <blockquote> <p>Introduced in Version 14.</p> </blockquote> <p>CRM Settings is where you can define properties, configuration, and validation which will be applied to the masters and involved in the pre-sales.</p> <p>To access CRM Settings, go to:</p> <blockquote> <p>Home &gt; CRM &gt; Settings &gt; CRM Settings</p> </blockquote> <h2 id="lead">Lead</h2> <p><img src="/files/crm-settings-lead.png" alt="Lead" class="screenshot"></p> <h3 id="1-allow-lead-duplication-based-on-emails">1. Allow Lead Duplication based on Emails</h3> <p>If this is enabled, the system will allow users to create multiple leads with the same email address at the same time.</p> <h3 id="2-create-event-on-next-contact-date">2. Create Event on Next Contact Date</h3> <p>The system will auto-create an event doc for the next contact date of the Lead.</p> <h3 id="3-auto-creation-of-contact">3. Auto Creation of Contact</h3> <p>The system will automatically create a Contact doc on the creation of a Lead. Which will link to that newly created lead.</p> <h2 id="opportunity">Opportunity</h2> <p><img src="/files/opportunity-settings.png" alt="Opportunity" class="screenshot"></p> <h3 id="1-close-replied-opportunity-after-days">1. Close Replied Opportunity After Days</h3> <p>If there are many Opportunities having a status other than Open, then they will be auto-closed after the no. of days mentioned in this field.</p> <h3 id="2-create-event-on-next-contact-date-2">2. Create Event on Next Contact Date</h3> <p>The system will auto-create an event doc for the next contact date of the Opportunity.</p> <h2 id="quotation">Quotation</h2> <p><img src="/files/quotation-settings.png" alt="Quotation" class="screenshot"></p> <h3 id="1-default-quotation-validity-days">1. Default Quotation Validity Days</h3> <p>Quotations to the customer are valid only for certain days. In the Quotation, you can update Valid Till Date manually. By default, the Valid Till date is auto-set as 30 days from the Quotation's Posting Date. You can change the no. of days in this field as per your business case.</p> <h2 id="other-settings">Other Settings</h2> <p><img src="/files/other-crm-settings.png" alt="Other Settings" class="screenshot"></p> <h3 id="1-campaign-naming-by">1. Campaign Naming By</h3> <p>Just like for Customer, you can also configure the naming methodology for the Campaign master. By default, a campaign will be saved with Campaign Name.</p> <h3 id="2-contract-naming-by">2. Contract Naming By</h3> <p>Just like for Campaign, you can also configure the naming methodology for the Contract master. By default, a campaign will be saved with Party Name.</p> <h3 id="3-carry-forward-communication-and-comments">3. Carry Forward Communication and Comments</h3> <p>If this is enabled, When converting a Lead into Opportunity and Opportunity to Quotation, the system will auto copy the emails and comments from the source document.</p> </div> <input value="4390df88ea" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">CRM Settings</h5> <span class="small text-muted revision-time">anupam edited 2 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <blockquote> <p>Introduced in Version 14.</p> </blockquote> <p>CRM Settings is where you can define properties, configuration, and validation which will be applied to the masters and involved in the pre-sales.</p> <p>To access CRM Settings, go to:</p> <blockquote> <p>Home &gt; CRM &gt; Settings &gt; CRM Settings</p> </blockquote> <h2 id="lead">Lead</h2> <p><img src="/files/lead-settings.png" alt="Lead" class="screenshot"></p> <h3 id="1-campaign-naming-by">1. Campaign Naming By</h3> <p>Just like for Customer, you can also configure the naming methodology for the Campaign master. By default, a campaign will be saved with Campaign Name.</p> <h3 id="2-allow-lead-duplication-based-on-emails">2. Allow Lead Duplication based on Emails</h3> <p>If this is enabled, the system will allow users to create multiple leads with the same email address at the same time.</p> <h3 id="3-create-event-on-next-contact-date">3. Create Event on Next Contact Date</h3> <p>The system will auto-create an event doc for the next contact date of the Lead.</p> <h3 id="4-auto-creation-of-contact">4. Auto Creation of Contact</h3> <p>The system will automatically create a Contact doc on the creation of a Lead. Which will link to that newly created lead.</p> <h2 id="opportunity">Opportunity</h2> <p><img src="/files/opportunity-settings.png" alt="Opportunity" class="screenshot"></p> <h3 id="1-close-replied-opportunity-after-days">1. Close Replied Opportunity After Days</h3> <p>If there are many Opportunities having a status other than Open, then they will be auto-closed after the no. of days mentioned in this field.</p> <h3 id="2-create-event-on-next-contact-date">2. Create Event on Next Contact Date</h3> <p>The system will auto-create an event doc for the next contact date of the Opportunity.</p> <h2 id="quotation">Quotation</h2> <p><img src="/files/quotation-settings.png" alt="Quotation" class="screenshot"></p> <h3 id="1-default-quotation-validity-days">1. Default Quotation Validity Days</h3> <p>Quotations to the customer are valid only for certain days. In the Quotation, you can update Valid Till Date manually. By default, the Valid Till date is auto-set as 30 days from the Quotation's Posting Date. You can change the no. of days in this field as per your business case.</p> <h2 id="other-settings">Other Settings</h2> <p><img src="/files/crm_other_settings.png" alt="Other Settings" class="screenshot"></p> <h3 id="1-carry-forward-communication-and-comments">1. Carry Forward Communication and Comments</h3> <p>If this is enabled, When converting a Lead into Opportunity and Opportunity to Quotation, the system will auto copy the emails and comments from the source document.</p> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/crm_settings" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

CRM Settings Introduced in Version 14. CRM Settings is where you can define properties, configuration, and validation which will be applied to the masters and involved in the pre-sales. To access CRM Settings, go to: Home > CRM > Settings > CRM Settings Lead 1. Allow Lead Duplication based on Emails If this is enabled, the system will allow users to create multiple leads with the same email address at the same time. 2. Create Event on Next Contact Date The system will auto-create an event doc for the next contact date of the Lead. 3. Auto Creation of Contact The system will automatically create a Contact doc on the creation of a Lead. Which will link to that newly created lead. Opportunity 1. Close Replied Opportunity After Days If there are many Opportunities having a status other than Open, then they will be auto-closed after the no. of days mentioned in this field. 2. Create Event on Next Contact Date The system will auto-create an event doc for the next contact date of the Opportunity. Quotation 1. Default Quotation Validity Days Quotations to the customer are valid only for certain days. In the Quotation, you can update Valid Till Date manually. By default, the Valid Till date is auto-set as 30 days from the Quotation's Posting Date. You can change the no. of days in this field as per your business case. Other Settings 1. Campaign Naming By Just like for Customer, you can also configure the naming methodology for the Campaign master. By default, a campaign will be saved with Campaign Name. 2. Contract Naming By Just like for Campaign, you can also configure the naming methodology for the Contract master. By default, a campaign will be saved with Party Name. 3. Carry Forward Communication and Comments If this is enabled, When converting a Lead into Opportunity and Opportunity to Quotation, the system will auto copy the emails and comments from the source document.

# CRM Settings Edit Page New Page Revisions Page Settings > Introduced in Version 14. CRM Settings is where you can define properties, configuration, and validation which will be applied to the masters and involved in the pre-sales. To access CRM Settings, go to: > Home > CRM > Settings > CRM Settings ## Lead  ### 1\. Allow Lead Duplication based on Emails If this is enabled, the system will allow users to create multiple leads with the same email address at the same time. ### 2\. Create Event on Next Contact Date The system will auto-create an event doc for the next contact date of the Lead. ### 3\. Auto Creation of Contact The system will automatically create a Contact doc on the creation of a Lead. Which will link to that newly created lead. ## Opportunity  ### 1\. Close Replied Opportunity After Days If there are many Opportunities having a status other than Open, then they will be auto-closed after the no. of days mentioned in this field. ### 2\. Create Event on Next Contact Date The system will auto-create an event doc for the next contact date of the Opportunity. ## Quotation  ### 1\. Default Quotation Validity Days Quotations to the customer are valid only for certain days. In the Quotation, you can update Valid Till Date manually. By default, the Valid Till date is auto-set as 30 days from the Quotation's Posting Date. You can change the no. of days in this field as per your business case. ## Other Settings  ### 1\. Campaign Naming By Just like for Customer, you can also configure the naming methodology for the Campaign master. By default, a campaign will be saved with Campaign Name. ### 2\. Contract Naming By Just like for Campaign, you can also configure the naming methodology for the Contract master. By default, a campaign will be saved with Party Name. ### 3\. Carry Forward Communication and Comments If this is enabled, When converting a Lead into Opportunity and Opportunity to Quotation, the system will auto copy the emails and comments from the source document. ##### CRM Settings anupam edited 2 years ago × > Introduced in Version 14. CRM Settings is where you can define properties, configuration, and validation which will be applied to the masters and involved in the pre-sales. To access CRM Settings, go to: > Home > CRM > Settings > CRM Settings ## Lead  ### 1\. Campaign Naming By Just like for Customer, you can also configure the naming methodology for the Campaign master. By default, a campaign will be saved with Campaign Name. ### 2\. Allow Lead Duplication based on Emails If this is enabled, the system will allow users to create multiple leads with the same email address at the same time. ### 3\. Create Event on Next Contact Date The system will auto-create an event doc for the next contact date of the Lead. ### 4\. Auto Creation of Contact The system will automatically create a Contact doc on the creation of a Lead. Which will link to that newly created lead. ## Opportunity  ### 1\. Close Replied Opportunity After Days If there are many Opportunities having a status other than Open, then they will be auto-closed after the no. of days mentioned in this field. ### 2\. Create Event on Next Contact Date The system will auto-create an event doc for the next contact date of the Opportunity. ## Quotation  ### 1\. Default Quotation Validity Days Quotations to the customer are valid only for certain days. In the Quotation, you can update Valid Till Date manually. By default, the Valid Till date is auto-set as 30 days from the Quotation's Posting Date. You can change the no. of days in this field as per your business case. ## Other Settings  ### 1\. Carry Forward Communication and Comments If this is enabled, When converting a Lead into Opportunity and Opportunity to Quotation, the system will auto copy the emails and comments from the source document. Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Sales Pipeline

https://docs.erpnext.com/docs/user/manual/en/sales-pipeline

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Sales Pipeline</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>The sales pipeline in ERPNext CRM is a structured process that manages and tracks every stage of the sales cycle. It starts with lead generation and moves through different stages the cycle to deal closure. Each stage in the pipeline is managed and monitored in the system using activity tracking, communication logs, appointment management, contract generation etc.</p><p>With the help of effective management of sales pipeline, organisations to streamline their sales processes, improve conversion rates, and enhance customer relationships.</p><ul><li><p><a href="docs/user/manual/en/lead" rel="noopener noreferrer nofollow" target="_blank">Lead</a></p></li><li><p><a href="docs/user/manual/en/opportunity" rel="noopener noreferrer nofollow" target="_blank">Opportunity</a></p></li><li><p><a href="docs/user/manual/en/appointment" rel="noopener noreferrer nofollow" target="_blank">Appointment</a></p></li><li><p><a href="docs/user/manual/en/appointment-booking-settings" rel="noopener noreferrer nofollow" target="_blank">Appointment Booking Settings</a></p></li><li><p><a href="docs/user/manual/en/contract" rel="noopener noreferrer nofollow" target="_blank">Contract</a></p></li></ul></div> </div> <input value="bv8mvpqul9" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Sales Pipeline</h5> <span class="small text-muted revision-time">pushkar edited 1 week ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div><p>The sales pipeline in ERPNext CRM is a structured process that manages and tracks every stage of the sales cycle. It starts with lead generation and moves through different stages the cycle to deal closure. Each stage in the pipeline is managed and monitored in the system using activity tracking, communication logs, appointment management, contract generation etc.</p><p>With the help of effective management of sales pipeline, organisations to streamline their sales processes, improve conversion rates, and enhance customer relationships.</p><ul><li><p><a href="docs/user/manual/en/lead" rel="noopener noreferrer nofollow" target="_blank">Lead</a></p></li><li><p><a href="docs/user/manual/en/opportunity" rel="noopener noreferrer nofollow" target="_blank">Opportunity</a></p></li><li><p><a href="docs/user/manual/en/appointment" rel="noopener noreferrer nofollow" target="_blank">Appointment</a></p></li><li><p><a href="docs/user/manual/en/contract" rel="noopener noreferrer nofollow" target="_blank">Contract</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/sales-pipeline" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Sales Pipeline The sales pipeline in ERPNext CRM is a structured process that manages and tracks every stage of the sales cycle. It starts with lead generation and moves through different stages the cycle to deal closure. Each stage in the pipeline is managed and monitored in the system using activity tracking, communication logs, appointment management, contract generation etc. With the help of effective management of sales pipeline, organisations to streamline their sales processes, improve conversion rates, and enhance customer relationships. Lead Opportunity Appointment Appointment Booking Settings Contract

# Sales Pipeline Edit Page New Page Revisions Page Settings The sales pipeline in ERPNext CRM is a structured process that manages and tracks every stage of the sales cycle. It starts with lead generation and moves through different stages the cycle to deal closure. Each stage in the pipeline is managed and monitored in the system using activity tracking, communication logs, appointment management, contract generation etc. With the help of effective management of sales pipeline, organisations to streamline their sales processes, improve conversion rates, and enhance customer relationships. * [Lead](docs/user/manual/en/lead) * [Opportunity](docs/user/manual/en/opportunity) * [Appointment](docs/user/manual/en/appointment) * [Appointment Booking Settings](docs/user/manual/en/appointment-booking-settings) * [Contract](docs/user/manual/en/contract) ##### Sales Pipeline pushkar edited 1 week ago × The sales pipeline in ERPNext CRM is a structured process that manages and tracks every stage of the sales cycle. It starts with lead generation and moves through different stages the cycle to deal closure. Each stage in the pipeline is managed and monitored in the system using activity tracking, communication logs, appointment management, contract generation etc. With the help of effective management of sales pipeline, organisations to streamline their sales processes, improve conversion rates, and enhance customer relationships. * [Lead](docs/user/manual/en/lead) * [Opportunity](docs/user/manual/en/opportunity) * [Appointment](docs/user/manual/en/appointment) * [Contract](docs/user/manual/en/contract) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

CRM Analytics

https://docs.erpnext.com/docs/user/manual/en/sales_funnel

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">CRM Analytics </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p>For example, if you notice that very few communications with the prospects have taken place in a month which may have led to decrease in the sales. You can make sure that the sales executives reach out and followup on the leads and opportunities on regular basis.</p> <h3 id="1-sales-funnel">1. Sales Funnel</h3> <p>By using the sales funnel report, you can quantify the number of prospects at each stage of the process and you can get an idea of your potential customers.</p> <p>More than this, by looking at the way these numbers change over time, you can identify problems in the sales pipeline and take any corrective action at an early stage.</p> <p>Select the Company, select the From Date, To Date and select Sales Funnel in Chart.</p> <p><img src="/files/sales-funnel.png" alt="Sales Funnel" class="screenshot"></p> <h3 id="2-sales-pipeline">2. Sales Pipeline</h3> <p>An opportunity will pass through many sales stages before it yields any business. Using this report you can visualise the total amount of business the opportunities have and compare them across the stages.</p> <p>Select the Company, select the From Date, To Date and select Sales Pipeline in Chart.</p> <p><img src="/files/analysis_on_sales_stage.png" alt="Sales Pipeline" class="screenshot"></p> <h3 id="3-opportunities-by-lead-source">3. Opportunities by Lead Source</h3> <p>This report helps you visualise the business potential of opportunities based on the Lead Sources.</p> <p>Select the Company, select the From Date, To Date and select 'Opportunities by Lead Source' in Chart.</p> <p><img src="/files/opportunities_by_lead_source.png" alt="Opportunities By Lead Source" class="screenshot"></p> </div> <input value="c459fb1fb9" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">CRM Analytics </h5> <span class="small text-muted revision-time">Administrator edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/sales_funnel" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

CRM Analytics For example, if you notice that very few communications with the prospects have taken place in a month which may have led to decrease in the sales. You can make sure that the sales executives reach out and followup on the leads and opportunities on regular basis. 1. Sales Funnel By using the sales funnel report, you can quantify the number of prospects at each stage of the process and you can get an idea of your potential customers. More than this, by looking at the way these numbers change over time, you can identify problems in the sales pipeline and take any corrective action at an early stage. Select the Company, select the From Date, To Date and select Sales Funnel in Chart. 2. Sales Pipeline An opportunity will pass through many sales stages before it yields any business. Using this report you can visualise the total amount of business the opportunities have and compare them across the stages. Select the Company, select the From Date, To Date and select Sales Pipeline in Chart. 3. Opportunities by Lead Source This report helps you visualise the business potential of opportunities based on the Lead Sources. Select the Company, select the From Date, To Date and select 'Opportunities by Lead Source' in Chart.

# CRM Analytics Edit Page New Page Revisions Page Settings For example, if you notice that very few communications with the prospects have taken place in a month which may have led to decrease in the sales. You can make sure that the sales executives reach out and followup on the leads and opportunities on regular basis. ### 1\. Sales Funnel By using the sales funnel report, you can quantify the number of prospects at each stage of the process and you can get an idea of your potential customers. More than this, by looking at the way these numbers change over time, you can identify problems in the sales pipeline and take any corrective action at an early stage. Select the Company, select the From Date, To Date and select Sales Funnel in Chart.  ### 2\. Sales Pipeline An opportunity will pass through many sales stages before it yields any business. Using this report you can visualise the total amount of business the opportunities have and compare them across the stages. Select the Company, select the From Date, To Date and select Sales Pipeline in Chart.  ### 3\. Opportunities by Lead Source This report helps you visualise the business potential of opportunities based on the Lead Sources. Select the Company, select the From Date, To Date and select 'Opportunities by Lead Source' in Chart.  ##### CRM Analytics Administrator edited 3 years ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Time Based Payout

https://docs.erpnext.com/docs/user/manual/en/time-based-payout

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Time Based Payout</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Time-based payout in ERPNext projects refers to the process of calculating and disbursing payments to employees or contractors based on the time they have spent working on specific projects or tasks.</p><p>This feature is particularly useful in industries where billing is tied to hourly rates or milestone achievements. ERPNext facilitates time-based payout by accurately tracking the time logged by individuals against project tasks or milestones. It allows organizations to set hourly rates or payment terms for different roles or projects, ensuring fair compensation for work done.</p><ul><li><p><a href="docs/user/manual/en/sales-invoice-from-timesheet" rel="noopener noreferrer nofollow" target="_blank">Sales Invoice from Timesheet</a></p></li><li><p><a href="docs/user/manual/en/salary-slip-from-timesheet" rel="noopener noreferrer nofollow" target="_blank">Salary Slip from Timesheet</a></p></li></ul></div> </div> <input value="gnva4qe7hb" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Time Based Payout</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>Time-based payout in ERPNext projects refers to the process of calculating and disbursing payments to employees or contractors based on the time they have spent working on specific projects or tasks.</p><p>This feature is particularly useful in industries where billing is tied to hourly rates or milestone achievements. ERPNext facilitates time-based payout by accurately tracking the time logged by individuals against project tasks or milestones. It allows organizations to set hourly rates or payment terms for different roles or projects, ensuring fair compensation for work done.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/sales-invoice-from-timesheet">Sales Invoice from Timesheet</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/salary-slip-from-timesheet">Salary Slip from Timesheet</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/time-based-payout" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Time Based Payout Time-based payout in ERPNext projects refers to the process of calculating and disbursing payments to employees or contractors based on the time they have spent working on specific projects or tasks. This feature is particularly useful in industries where billing is tied to hourly rates or milestone achievements. ERPNext facilitates time-based payout by accurately tracking the time logged by individuals against project tasks or milestones. It allows organizations to set hourly rates or payment terms for different roles or projects, ensuring fair compensation for work done. Sales Invoice from Timesheet Salary Slip from Timesheet

# Time Based Payout Edit Page New Page Revisions Page Settings Time-based payout in ERPNext projects refers to the process of calculating and disbursing payments to employees or contractors based on the time they have spent working on specific projects or tasks. This feature is particularly useful in industries where billing is tied to hourly rates or milestone achievements. ERPNext facilitates time-based payout by accurately tracking the time logged by individuals against project tasks or milestones. It allows organizations to set hourly rates or payment terms for different roles or projects, ensuring fair compensation for work done. * [Sales Invoice from Timesheet](docs/user/manual/en/sales-invoice-from-timesheet) * [Salary Slip from Timesheet](docs/user/manual/en/salary-slip-from-timesheet) ##### Time Based Payout pushkar edited 2 weeks ago × Time-based payout in ERPNext projects refers to the process of calculating and disbursing payments to employees or contractors based on the time they have spent working on specific projects or tasks. This feature is particularly useful in industries where billing is tied to hourly rates or milestone achievements. ERPNext facilitates time-based payout by accurately tracking the time logged by individuals against project tasks or milestones. It allows organizations to set hourly rates or payment terms for different roles or projects, ensuring fair compensation for work done. * [Sales Invoice from Timesheet](docs/user/manual/en/sales-invoice-from-timesheet) * [Salary Slip from Timesheet](docs/user/manual/en/salary-slip-from-timesheet) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Loan Management

https://docs.erpnext.com/docs/user/manual/en/loan-management

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Loan Management </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p>Loan Management module in ERPNext helps you manage your loans right from Loan Application to Loan Closure. You can track disbursements, repayments, security pledging and unpledging, loan interest accrual and much more.</p> <p>Here is the flow of the loan management cycle :</p> <p><img alt="Make Loan Security Type" class="screenshot" src="/files/loan-security-type-flow.png"></p> </div> <input value="ddfd28583e" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Loan Management </h5> <span class="small text-muted revision-time">palkan edited 2 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p>Loan Management module in ERPNext helps you manage your loans right from Loan Application to Loan Closure. You can track disbursements, repayments, security pledging and unpledging, loan interest accrual and much more.</p> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/loan-management" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Loan Management Loan Management module in ERPNext helps you manage your loans right from Loan Application to Loan Closure. You can track disbursements, repayments, security pledging and unpledging, loan interest accrual and much more. Here is the flow of the loan management cycle :

# Loan Management Edit Page New Page Revisions Page Settings Loan Management module in ERPNext helps you manage your loans right from Loan Application to Loan Closure. You can track disbursements, repayments, security pledging and unpledging, loan interest accrual and much more. Here is the flow of the loan management cycle :  ##### Loan Management palkan edited 2 years ago × Loan Management module in ERPNext helps you manage your loans right from Loan Application to Loan Closure. You can track disbursements, repayments, security pledging and unpledging, loan interest accrual and much more. Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Applying for Loan

https://docs.erpnext.com/docs/user/manual/en/applying-for-loan

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Applying for Loan</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>In ERPNext, loan applications are efficiently managed through a streamlined process that integrates seamlessly with the system's financial modules.</p><p>Users can easily submit loan requests, which are then routed through workflows for approval. ERPNext supports various types of loans where each loan type can have specific parameters such as interest rates, repayment terms, and collateral requirements. This comprehensive approach ensures that organizations can effectively manage their loan portfolios while maintaining compliance and transparency throughout the lending process.</p><ul><li><p><a href="docs/user/manual/en/loan-management-loan-type" rel="noopener noreferrer nofollow" target="_blank">Loan Type</a></p></li><li><p><a href="docs/user/manual/en/loan-management-loan-application" rel="noopener noreferrer nofollow" target="_blank">Loan Application</a></p></li><li><p><a href="docs/user/manual/en/loan-management-loan" rel="noopener noreferrer nofollow" target="_blank">Loan</a></p></li></ul></div> </div> <input value="bk6cet4hto" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Applying for Loan</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>In ERPNext, loan applications are efficiently managed through a streamlined process that integrates seamlessly with the system's financial modules.</p><p>Users can easily submit loan requests, which are then routed through workflows for approval. ERPNext supports various types of loans where each loan type can have specific parameters such as interest rates, repayment terms, and collateral requirements. This comprehensive approach ensures that organizations can effectively manage their loan portfolios while maintaining compliance and transparency throughout the lending process.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/loan-management-loan-type">Loan Type</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/loan-management-loan-application">Loan Application</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/loan-management-loan">Loan</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/applying-for-loan" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Applying for Loan In ERPNext, loan applications are efficiently managed through a streamlined process that integrates seamlessly with the system's financial modules. Users can easily submit loan requests, which are then routed through workflows for approval. ERPNext supports various types of loans where each loan type can have specific parameters such as interest rates, repayment terms, and collateral requirements. This comprehensive approach ensures that organizations can effectively manage their loan portfolios while maintaining compliance and transparency throughout the lending process. Loan Type Loan Application Loan

# Applying for Loan Edit Page New Page Revisions Page Settings In ERPNext, loan applications are efficiently managed through a streamlined process that integrates seamlessly with the system's financial modules. Users can easily submit loan requests, which are then routed through workflows for approval. ERPNext supports various types of loans where each loan type can have specific parameters such as interest rates, repayment terms, and collateral requirements. This comprehensive approach ensures that organizations can effectively manage their loan portfolios while maintaining compliance and transparency throughout the lending process. * [Loan Type](docs/user/manual/en/loan-management-loan-type) * [Loan Application](docs/user/manual/en/loan-management-loan-application) * [Loan](docs/user/manual/en/loan-management-loan) ##### Applying for Loan pushkar edited 2 weeks ago × In ERPNext, loan applications are efficiently managed through a streamlined process that integrates seamlessly with the system's financial modules. Users can easily submit loan requests, which are then routed through workflows for approval. ERPNext supports various types of loans where each loan type can have specific parameters such as interest rates, repayment terms, and collateral requirements. This comprehensive approach ensures that organizations can effectively manage their loan portfolios while maintaining compliance and transparency throughout the lending process. * [Loan Type](docs/user/manual/en/loan-management-loan-type) * [Loan Application](docs/user/manual/en/loan-management-loan-application) * [Loan](docs/user/manual/en/loan-management-loan) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Loan Process

https://docs.erpnext.com/docs/user/manual/en/loan-process

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Loan Process</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>In ERPNext, "Process Loan Security" facilitates efficient management of factors associated with loans, ensuring accurate valuation and monitoring throughout the loan lifecycle, thereby mitigating risks. Conversely, "Process Loan Accrual" automates the accrual of interest income and expenses related to loans, calculating and recording interest accruals based on predefined terms. These features collectively contribute to a robust loan management system, promoting financial transparency and regulatory compliance.</p><ul><li><p><a href="docs/user/manual/en/process-loan-security-shortfall" rel="noopener noreferrer nofollow" target="_blank">Process Loan Security Shortfall</a></p></li><li><p><a href="docs/user/manual/en/process-loan-interest-accrual" rel="noopener noreferrer nofollow" target="_blank">Process Loan Interest Accrual</a></p></li></ul></div> </div> <input value="boafh2a25t" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Loan Process</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>In ERPNext, "Process Loan Security" facilitates efficient management of collateral associated with loans, ensuring accurate valuation and monitoring throughout the loan lifecycle, thereby mitigating risks. Conversely, "Process Loan Accrual" automates the accrual of interest income and expenses related to loans, calculating and recording interest accruals based on predefined terms. These features collectively contribute to a robust loan management system, promoting financial transparency and regulatory compliance.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/process-loan-security-shortfall">Process Loan Security Shortfall</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/process-loan-interest-accrual">Process Loan Interest Accrual</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/loan-process" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Loan Process In ERPNext, "Process Loan Security" facilitates efficient management of factors associated with loans, ensuring accurate valuation and monitoring throughout the loan lifecycle, thereby mitigating risks. Conversely, "Process Loan Accrual" automates the accrual of interest income and expenses related to loans, calculating and recording interest accruals based on predefined terms. These features collectively contribute to a robust loan management system, promoting financial transparency and regulatory compliance. Process Loan Security Shortfall Process Loan Interest Accrual

# Loan Process Edit Page New Page Revisions Page Settings In ERPNext, "Process Loan Security" facilitates efficient management of factors associated with loans, ensuring accurate valuation and monitoring throughout the loan lifecycle, thereby mitigating risks. Conversely, "Process Loan Accrual" automates the accrual of interest income and expenses related to loans, calculating and recording interest accruals based on predefined terms. These features collectively contribute to a robust loan management system, promoting financial transparency and regulatory compliance. * [Process Loan Security Shortfall](docs/user/manual/en/process-loan-security-shortfall) * [Process Loan Interest Accrual](docs/user/manual/en/process-loan-interest-accrual) ##### Loan Process pushkar edited 2 weeks ago × In ERPNext, "Process Loan Security" facilitates efficient management of collateral associated with loans, ensuring accurate valuation and monitoring throughout the loan lifecycle, thereby mitigating risks. Conversely, "Process Loan Accrual" automates the accrual of interest income and expenses related to loans, calculating and recording interest accruals based on predefined terms. These features collectively contribute to a robust loan management system, promoting financial transparency and regulatory compliance. * [Process Loan Security Shortfall](docs/user/manual/en/process-loan-security-shortfall) * [Process Loan Interest Accrual](docs/user/manual/en/process-loan-interest-accrual) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Loan Disbursement and Repayment

https://docs.erpnext.com/docs/user/manual/en/loan-disbursement-and-payment

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Loan Disbursement and Repayment</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Loan disbursement and re-payment is performed in ERPNext through a seamless process.</p><p>Users can create detailed loan records, specifying loan amounts, interest rates, and borrower details. Upon approval, ERPNext facilitates disbursement either through fund transfers or payment issuance. It also supports structured repayment schedules, defining installment amounts and due dates for timely repayments</p><ul><li><p><a href="docs/user/manual/en/loan-disbursement" rel="noopener noreferrer nofollow" target="_blank">Loan Disbursement</a></p></li><li><p><a href="docs/user/manual/en/loan-repayment" rel="noopener noreferrer nofollow" target="_blank">Loan Repayment</a></p></li><li><p><a href="docs/user/manual/en/loan-write-off" rel="noopener noreferrer nofollow" target="_blank">Loan Write-off</a></p></li><li><p><a href="docs/user/manual/en/loan-interest-accrual" rel="noopener noreferrer nofollow" target="_blank">Loan Interest Accrual</a></p></li></ul></div> </div> <input value="cikmd6eomv" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Loan Disbursement and Repayment</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>Loan disbursement and re-payment is performed in ERPNext through a seamless process.</p><p>Users can create detailed loan records, specifying loan amounts, interest rates, and borrower details. Upon approval, ERPNext facilitates disbursement either through fund transfers or payment issuance. It also supports structured repayment schedules, defining installment amounts and due dates for timely repayments</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/loan-disbursement">Loan Disbursement</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/loan-repayment">Loan Repayment</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/loan-write-off">Loan Write-off</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/loan-interest-accrual">Loan Interest Accrual</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/loan-disbursement-and-payment" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Loan Disbursement and Repayment Loan disbursement and re-payment is performed in ERPNext through a seamless process. Users can create detailed loan records, specifying loan amounts, interest rates, and borrower details. Upon approval, ERPNext facilitates disbursement either through fund transfers or payment issuance. It also supports structured repayment schedules, defining installment amounts and due dates for timely repayments Loan Disbursement Loan Repayment Loan Write-off Loan Interest Accrual

# Loan Disbursement and Repayment Edit Page New Page Revisions Page Settings Loan disbursement and re-payment is performed in ERPNext through a seamless process. Users can create detailed loan records, specifying loan amounts, interest rates, and borrower details. Upon approval, ERPNext facilitates disbursement either through fund transfers or payment issuance. It also supports structured repayment schedules, defining installment amounts and due dates for timely repayments * [Loan Disbursement](docs/user/manual/en/loan-disbursement) * [Loan Repayment](docs/user/manual/en/loan-repayment) * [Loan Write-off](docs/user/manual/en/loan-write-off) * [Loan Interest Accrual](docs/user/manual/en/loan-interest-accrual) ##### Loan Disbursement and Repayment pushkar edited 2 weeks ago × Loan disbursement and re-payment is performed in ERPNext through a seamless process. Users can create detailed loan records, specifying loan amounts, interest rates, and borrower details. Upon approval, ERPNext facilitates disbursement either through fund transfers or payment issuance. It also supports structured repayment schedules, defining installment amounts and due dates for timely repayments * [Loan Disbursement](docs/user/manual/en/loan-disbursement) * [Loan Repayment](docs/user/manual/en/loan-repayment) * [Loan Write-off](docs/user/manual/en/loan-write-off) * [Loan Interest Accrual](docs/user/manual/en/loan-interest-accrual) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Handling Loan Security

https://docs.erpnext.com/docs/user/manual/en/handling-loan-security

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Handling Loan Security</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>In ERPNext, loan security features allow for the efficient management and tracking of collateral associated with loans. Users can record details of collateral, monitor its status, and receive automated alerts for changes. Overall, ERPNext's loan security functionality enables lenders to protect their interests and make informed decisions throughout the loan lifecycle.</p><ul><li><p>Loan Security Type</p></li><li><p><a href="docs/user/manual/en/loan-security-price" rel="noopener noreferrer nofollow" target="_blank">Loan Security Price</a></p></li><li><p><a href="docs/user/manual/en/loan-security" rel="noopener noreferrer nofollow" target="_blank">Loan Security</a></p></li><li><p><a href="docs/user/manual/en/loan-security-pledge" rel="noopener noreferrer nofollow" target="_blank">Loan Security Pledge</a></p></li><li><p><a href="docs/user/manual/en/loan-security-pledge" rel="noopener noreferrer nofollow" target="_blank">Loan Security Unpledge</a></p></li><li><p><a href="docs/user/manual/en/loan-security-shortfall" rel="noopener noreferrer nofollow" target="_blank">Loan Security Shortfall</a></p></li></ul></div> </div> <input value="dkjuj95o0b" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Handling Loan Security</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>In ERPNext, loan security features allow for the efficient management and tracking of collateral associated with loans. Users can record details of collateral, monitor its status, and receive automated alerts for changes. Overall, ERPNext's loan security functionality enables lenders to protect their interests and make informed decisions throughout the loan lifecycle.</p><ul><li><p>Loan Security Type</p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/loan-security-price">Loan Security Price</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/loan-security">Loan Security</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/loan-security-pledge">Loan Security Pledge</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/loan-security-pledge">Loan Security Unpledge</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/loan-security-shortfall">Loan Security Shortfall</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/handling-loan-security" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Handling Loan Security In ERPNext, loan security features allow for the efficient management and tracking of collateral associated with loans. Users can record details of collateral, monitor its status, and receive automated alerts for changes. Overall, ERPNext's loan security functionality enables lenders to protect their interests and make informed decisions throughout the loan lifecycle. Loan Security Type Loan Security Price Loan Security Loan Security Pledge Loan Security Unpledge Loan Security Shortfall

# Handling Loan Security Edit Page New Page Revisions Page Settings In ERPNext, loan security features allow for the efficient management and tracking of collateral associated with loans. Users can record details of collateral, monitor its status, and receive automated alerts for changes. Overall, ERPNext's loan security functionality enables lenders to protect their interests and make informed decisions throughout the loan lifecycle. * Loan Security Type * [Loan Security Price](docs/user/manual/en/loan-security-price) * [Loan Security](docs/user/manual/en/loan-security) * [Loan Security Pledge](docs/user/manual/en/loan-security-pledge) * [Loan Security Unpledge](docs/user/manual/en/loan-security-pledge) * [Loan Security Shortfall](docs/user/manual/en/loan-security-shortfall) ##### Handling Loan Security pushkar edited 2 weeks ago × In ERPNext, loan security features allow for the efficient management and tracking of collateral associated with loans. Users can record details of collateral, monitor its status, and receive automated alerts for changes. Overall, ERPNext's loan security functionality enables lenders to protect their interests and make informed decisions throughout the loan lifecycle. * Loan Security Type * [Loan Security Price](docs/user/manual/en/loan-security-price) * [Loan Security](docs/user/manual/en/loan-security) * [Loan Security Pledge](docs/user/manual/en/loan-security-pledge) * [Loan Security Unpledge](docs/user/manual/en/loan-security-pledge) * [Loan Security Shortfall](docs/user/manual/en/loan-security-shortfall) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Asset

https://docs.erpnext.com/docs/user/manual/en/asset

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Asset</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>In ERPNext, an asset refers to a valuable resources owned by the business which includes tangible items like equipment, machinery, and property, as well as intangible assets like patents or trademarks.</p><p>The Asset Management module in ERPNext enables businesses to efficiently track, manage, and maintain these assets throughout their lifecycle. This includes recording asset details such as purchase information, depreciation methods, maintenance schedules, and disposal activities.</p><p>By leveraging ERPNext's asset management capabilities, organisations can ensure optimal utilisation of resources, accurate financial reporting, and compliance with accounting standards, ultimately contributing to improved operational efficiency and informed decision-making.</p><ul><li><p><a href="docs/user/manual/en/asset-category" rel="noopener noreferrer nofollow" target="_blank">Asset Category</a></p></li><li><p><a href="docs/user/manual/en/asset-asset" rel="noopener noreferrer nofollow" target="_blank">Assets</a></p></li><li><p><a href="docs/user/manual/en/asset-location" rel="noopener noreferrer nofollow" target="_blank">Asset Location</a></p></li><li><p><a href="docs/user/manual/en/asset-movement" rel="noopener noreferrer nofollow" target="_blank">Asset Movement</a></p></li><li><p><a href="docs/user/manual/en/purchasing-an-asset" rel="noopener noreferrer nofollow" target="_blank">Purchasing an Asset</a></p></li><li><p><a href="docs/user/manual/en/selling-an-asset" rel="noopener noreferrer nofollow" target="_blank">Selling an Asset</a></p></li><li><p><a href="docs/user/manual/en/scrapping-an-asset" rel="noopener noreferrer nofollow" target="_blank">Scrapping an Asset</a></p></li><li><p><a href="docs/user/manual/en/asset-shift-allocation" rel="noopener noreferrer nofollow" target="_blank">Asset Shift Allocation</a></p></li></ul></div> </div> <input value="3f04e25a6e" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Asset</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>In ERPNext, an asset refers to a valuable resources owned by the business which includes tangible items like equipment, machinery, and property, as well as intangible assets like patents or trademarks. </p><p>The Asset Management module in ERPNext enables businesses to efficiently track, manage, and maintain these assets throughout their lifecycle. This includes recording asset details such as purchase information, depreciation methods, maintenance schedules, and disposal activities.</p><p>By leveraging ERPNext's asset management capabilities, organisations can ensure optimal utilisation of resources, accurate financial reporting, and compliance with accounting standards, ultimately contributing to improved operational efficiency and informed decision-making.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/asset-category">Asset Category</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/asset-asset">Assets</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/asset-location">Asset Location</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/asset-movement">Asset Movement</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/purchasing-an-asset">Purchasing an Asset</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/selling-an-asset">Selling an Asset</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/scrapping-an-asset">Scrapping an Asset</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/asset-shift-allocation">Asset Shift Allocation</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/asset" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Asset In ERPNext, an asset refers to a valuable resources owned by the business which includes tangible items like equipment, machinery, and property, as well as intangible assets like patents or trademarks. The Asset Management module in ERPNext enables businesses to efficiently track, manage, and maintain these assets throughout their lifecycle. This includes recording asset details such as purchase information, depreciation methods, maintenance schedules, and disposal activities. By leveraging ERPNext's asset management capabilities, organisations can ensure optimal utilisation of resources, accurate financial reporting, and compliance with accounting standards, ultimately contributing to improved operational efficiency and informed decision-making. Asset Category Assets Asset Location Asset Movement Purchasing an Asset Selling an Asset Scrapping an Asset Asset Shift Allocation

# Asset Edit Page New Page Revisions Page Settings In ERPNext, an asset refers to a valuable resources owned by the business which includes tangible items like equipment, machinery, and property, as well as intangible assets like patents or trademarks. The Asset Management module in ERPNext enables businesses to efficiently track, manage, and maintain these assets throughout their lifecycle. This includes recording asset details such as purchase information, depreciation methods, maintenance schedules, and disposal activities. By leveraging ERPNext's asset management capabilities, organisations can ensure optimal utilisation of resources, accurate financial reporting, and compliance with accounting standards, ultimately contributing to improved operational efficiency and informed decision-making. * [Asset Category](docs/user/manual/en/asset-category) * [Assets](docs/user/manual/en/asset-asset) * [Asset Location](docs/user/manual/en/asset-location) * [Asset Movement](docs/user/manual/en/asset-movement) * [Purchasing an Asset](docs/user/manual/en/purchasing-an-asset) * [Selling an Asset](docs/user/manual/en/selling-an-asset) * [Scrapping an Asset](docs/user/manual/en/scrapping-an-asset) * [Asset Shift Allocation](docs/user/manual/en/asset-shift-allocation) ##### Asset pushkar edited 2 weeks ago × In ERPNext, an asset refers to a valuable resources owned by the business which includes tangible items like equipment, machinery, and property, as well as intangible assets like patents or trademarks. The Asset Management module in ERPNext enables businesses to efficiently track, manage, and maintain these assets throughout their lifecycle. This includes recording asset details such as purchase information, depreciation methods, maintenance schedules, and disposal activities. By leveraging ERPNext's asset management capabilities, organisations can ensure optimal utilisation of resources, accurate financial reporting, and compliance with accounting standards, ultimately contributing to improved operational efficiency and informed decision-making. * [Asset Category](docs/user/manual/en/asset-category) * [Assets](docs/user/manual/en/asset-asset) * [Asset Location](docs/user/manual/en/asset-location) * [Asset Movement](docs/user/manual/en/asset-movement) * [Purchasing an Asset](docs/user/manual/en/purchasing-an-asset) * [Selling an Asset](docs/user/manual/en/selling-an-asset) * [Scrapping an Asset](docs/user/manual/en/scrapping-an-asset) * [Asset Shift Allocation](docs/user/manual/en/asset-shift-allocation) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Asset Reports

https://docs.erpnext.com/docs/user/manual/en/asset-reports

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Asset Reports</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><h2>Asset Depreciation Ledger</h2><p>This report shows the Purchase Amount, Depreciated Amount and accumulated total depreciation for all the assets under the selected date range. It also shows the current value and current depreciation status of the Asset.</p><p><img alt="Asset" class="screenshot" contenteditable="false" draggable="true" src="/files/asset-dep-ledger.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h2>Asset Depreciations and Balances</h2><p>This report shows the cost of purchase, selling, and scrapping all assets based on <a href="/docs/v13/user/manual/en/asset/asset-category" rel="noopener noreferrer nofollow" target="_blank">Asset Category</a>. The report also shows the depreciation details based on the selected period and the net value of the asset category.</p><p><img alt="Asset" class="screenshot" contenteditable="false" draggable="true" src="/files/asset-dep-balance.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h2>Fixed Asset Register</h2><p>Fixed asset register provides a unified view of all the details regarding current status of an asset. A Fixed asset register tracks all the fixed assets that the you have created. This not only includes assets that are currently in your possession, but also tracks those assets that are disposed.</p><p>Types of records based on depreciation:</p><ul><li><p>** In Location: All the assets that are currently in your possession are under this category.</p></li><li><p>** Disposed: All the assets that are currently sold or scrapped come under this category.</p></li></ul><p><img alt="Asset" class="screenshot" contenteditable="false" draggable="true" src="/files/fixed-asset-register.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h2>Asset Activity</h2><p>The Asset Activity report lets you see all the activities an asset went through at a single place.<br>(Introduced in v15)</p><p><img alt="asset-activity" class="screenshot" contenteditable="false" draggable="true" src="/files/asset-activity.png" title="asset-activity.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p></div> </div> <input value="6848b6f5a5" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Asset Reports</h5> <span class="small text-muted revision-time">Administrator edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><h2>Asset Depreciation Ledger</h2><p>This report shows the Purchase Amount, Depreciated Amount and accumulated total depreciation for all the assets under the selected date range. It also shows the current value and current depreciation status of the Asset.</p><p><img class="screenshot" src="/files/asset-dep-ledger.png" alt="Asset" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h2>Asset Depreciations and Balances</h2><p>This report shows the cost of purchase, selling, and scrapping all assets based on <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v13/user/manual/en/asset/asset-category">Asset Category</a>. The report also shows the depreciation details based on the selected period and the net value of the asset category.</p><p><img class="screenshot" src="/files/asset-dep-balance.png" alt="Asset" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h2>Fixed Asset Register</h2><p>Fixed asset register provides a unified view of all the details regarding current status of an asset. A Fixed asset register tracks all the fixed assets that the you have created. This not only includes assets that are currently in your possession, but also tracks those assets that are disposed.</p><p>Types of records based on depreciation:</p><ul><li><p>** In Location: All the assets that are currently in your possession are under this category.</p></li><li><p>** Disposed: All the assets that are currently sold or scrapped come under this category.</p></li></ul><p><img class="screenshot" src="/files/fixed-asset-register.png" alt="Asset" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h2>Asset Activity</h2><p>The Asset Activity report lets you see all the activities an asset went through at a single place.<br>(Introduced in v15)</p><p><img class="screenshot" src="/files/asset-activity.png" alt="asset-activity" title="asset-activity.png" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/asset-reports" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Asset Reports Asset Depreciation Ledger This report shows the Purchase Amount, Depreciated Amount and accumulated total depreciation for all the assets under the selected date range. It also shows the current value and current depreciation status of the Asset. Asset Depreciations and Balances This report shows the cost of purchase, selling, and scrapping all assets based on Asset Category. The report also shows the depreciation details based on the selected period and the net value of the asset category. Fixed Asset Register Fixed asset register provides a unified view of all the details regarding current status of an asset. A Fixed asset register tracks all the fixed assets that the you have created. This not only includes assets that are currently in your possession, but also tracks those assets that are disposed. Types of records based on depreciation: ** In Location: All the assets that are currently in your possession are under this category. ** Disposed: All the assets that are currently sold or scrapped come under this category. Asset Activity The Asset Activity report lets you see all the activities an asset went through at a single place. (Introduced in v15)

# Asset Reports Edit Page New Page Revisions Page Settings ## Asset Depreciation Ledger This report shows the Purchase Amount, Depreciated Amount and accumulated total depreciation for all the assets under the selected date range. It also shows the current value and current depreciation status of the Asset.  ## Asset Depreciations and Balances This report shows the cost of purchase, selling, and scrapping all assets based on [Asset Category](/docs/v13/user/manual/en/asset/asset-category). The report also shows the depreciation details based on the selected period and the net value of the asset category.  ## Fixed Asset Register Fixed asset register provides a unified view of all the details regarding current status of an asset. A Fixed asset register tracks all the fixed assets that the you have created. This not only includes assets that are currently in your possession, but also tracks those assets that are disposed. Types of records based on depreciation: * ** In Location: All the assets that are currently in your possession are under this category. * ** Disposed: All the assets that are currently sold or scrapped come under this category.  ## Asset Activity The Asset Activity report lets you see all the activities an asset went through at a single place. (Introduced in v15)  ##### Asset Reports Administrator edited 3 years ago × ## Asset Depreciation Ledger This report shows the Purchase Amount, Depreciated Amount and accumulated total depreciation for all the assets under the selected date range. It also shows the current value and current depreciation status of the Asset.  ## Asset Depreciations and Balances This report shows the cost of purchase, selling, and scrapping all assets based on [Asset Category](/docs/v13/user/manual/en/asset/asset-category). The report also shows the depreciation details based on the selected period and the net value of the asset category.  ## Fixed Asset Register Fixed asset register provides a unified view of all the details regarding current status of an asset. A Fixed asset register tracks all the fixed assets that the you have created. This not only includes assets that are currently in your possession, but also tracks those assets that are disposed. Types of records based on depreciation: * ** In Location: All the assets that are currently in your possession are under this category. * ** Disposed: All the assets that are currently sold or scrapped come under this category.  ## Asset Activity The Asset Activity report lets you see all the activities an asset went through at a single place. (Introduced in v15)  Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Maintenance of Assets

https://docs.erpnext.com/docs/user/manual/en/maintenance-of-assets

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Maintenance of Assets</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Maintaining assets in ERPNext involves a streamlined process of managing the lifecycle of valuable resources owned by a business. This includes creating asset records with details such as acquisition date, cost, location, and depreciation method.</p><p>ERPNext facilitates regular maintenance scheduling based on predefined intervals or usage thresholds, ensuring assets are kept in optimal condition. Maintenance logs capture detailed information about maintenance activities, costs incurred, and personnel involved, providing a clear audit trail for the assets.</p><p>The system also enables efficient management of work orders for maintenance tasks, assigning responsibilities and tracking progress to ensure timely completion. The businesses can improve operational efficiency and have better asset maintenance plan for better optimisation of available resources.</p><ul><li><p><a href="docs/user/manual/en/asset-maintenance-team" rel="noopener noreferrer nofollow" target="_blank">Asset Maintenance Team</a></p></li><li><p><a href="docs/user/manual/en/asset-maintenance" rel="noopener noreferrer nofollow" target="_blank">Asset Maintenance</a></p></li><li><p><a href="docs/user/manual/en/asset-repair" rel="noopener noreferrer nofollow" target="_blank">Asset Repair</a></p></li><li><p><a href="docs/user/manual/en/asset-maintenance-log" rel="noopener noreferrer nofollow" target="_blank">Asset Maintenance Logs</a></p></li><li><p><a href="docs/user/manual/en/asset-value-adjustment" rel="noopener noreferrer nofollow" target="_blank">Asset Value Adjustment</a></p></li><li><p><a href="docs/user/manual/en/asset-depreciation" rel="noopener noreferrer nofollow" target="_blank">Asset Depreciation</a></p></li><li><p><a href="docs/user/manual/en/creating-depreciation-for-item" rel="noopener noreferrer nofollow" target="_blank">Depreciation Entry</a></p></li><li><p><a href="docs/user/manual/en/asset-capitalization" rel="noopener noreferrer nofollow" target="_blank">Asset Capitalisation</a></p></li></ul></div> </div> <input value="ftnook15p8" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Maintenance of Assets</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>Maintaining assets in ERPNext involves a streamlined process of managing the lifecycle of valuable resources owned by a business. This includes creating asset records with details such as acquisition date, cost, location, and depreciation method.</p><p>ERPNext facilitates regular maintenance scheduling based on predefined intervals or usage thresholds, ensuring assets are kept in optimal condition. Maintenance logs capture detailed information about maintenance activities, costs incurred, and personnel involved, providing a clear audit trail for the assets.</p><p>The system also enables efficient management of work orders for maintenance tasks, assigning responsibilities and tracking progress to ensure timely completion. The businesses can improve operational efficiency and have better asset maintenance plan for better optimisation of available resources.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/asset-maintenance-team">Asset Maintenance Team</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/asset-maintenance">Asset Maintenance</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/asset-repair">Asset Repair</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/asset-maintenance-log">Asset Maintenance Logs</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/asset-value-adjustment">Asset Value Adjustment</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/asset-depreciation">Asset Depreciation</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/creating-depreciation-for-item">Depreciation Entry</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/asset-capitalization">Asset Capitalisation</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/maintenance-of-assets" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Maintenance of Assets Maintaining assets in ERPNext involves a streamlined process of managing the lifecycle of valuable resources owned by a business. This includes creating asset records with details such as acquisition date, cost, location, and depreciation method. ERPNext facilitates regular maintenance scheduling based on predefined intervals or usage thresholds, ensuring assets are kept in optimal condition. Maintenance logs capture detailed information about maintenance activities, costs incurred, and personnel involved, providing a clear audit trail for the assets. The system also enables efficient management of work orders for maintenance tasks, assigning responsibilities and tracking progress to ensure timely completion. The businesses can improve operational efficiency and have better asset maintenance plan for better optimisation of available resources. Asset Maintenance Team Asset Maintenance Asset Repair Asset Maintenance Logs Asset Value Adjustment Asset Depreciation Depreciation Entry Asset Capitalisation

# Maintenance of Assets Edit Page New Page Revisions Page Settings Maintaining assets in ERPNext involves a streamlined process of managing the lifecycle of valuable resources owned by a business. This includes creating asset records with details such as acquisition date, cost, location, and depreciation method. ERPNext facilitates regular maintenance scheduling based on predefined intervals or usage thresholds, ensuring assets are kept in optimal condition. Maintenance logs capture detailed information about maintenance activities, costs incurred, and personnel involved, providing a clear audit trail for the assets. The system also enables efficient management of work orders for maintenance tasks, assigning responsibilities and tracking progress to ensure timely completion. The businesses can improve operational efficiency and have better asset maintenance plan for better optimisation of available resources. * [Asset Maintenance Team](docs/user/manual/en/asset-maintenance-team) * [Asset Maintenance](docs/user/manual/en/asset-maintenance) * [Asset Repair](docs/user/manual/en/asset-repair) * [Asset Maintenance Logs](docs/user/manual/en/asset-maintenance-log) * [Asset Value Adjustment](docs/user/manual/en/asset-value-adjustment) * [Asset Depreciation](docs/user/manual/en/asset-depreciation) * [Depreciation Entry](docs/user/manual/en/creating-depreciation-for-item) * [Asset Capitalisation](docs/user/manual/en/asset-capitalization) ##### Maintenance of Assets pushkar edited 2 weeks ago × Maintaining assets in ERPNext involves a streamlined process of managing the lifecycle of valuable resources owned by a business. This includes creating asset records with details such as acquisition date, cost, location, and depreciation method. ERPNext facilitates regular maintenance scheduling based on predefined intervals or usage thresholds, ensuring assets are kept in optimal condition. Maintenance logs capture detailed information about maintenance activities, costs incurred, and personnel involved, providing a clear audit trail for the assets. The system also enables efficient management of work orders for maintenance tasks, assigning responsibilities and tracking progress to ensure timely completion. The businesses can improve operational efficiency and have better asset maintenance plan for better optimisation of available resources. * [Asset Maintenance Team](docs/user/manual/en/asset-maintenance-team) * [Asset Maintenance](docs/user/manual/en/asset-maintenance) * [Asset Repair](docs/user/manual/en/asset-repair) * [Asset Maintenance Logs](docs/user/manual/en/asset-maintenance-log) * [Asset Value Adjustment](docs/user/manual/en/asset-value-adjustment) * [Asset Depreciation](docs/user/manual/en/asset-depreciation) * [Depreciation Entry](docs/user/manual/en/creating-depreciation-for-item) * [Asset Capitalisation](docs/user/manual/en/asset-capitalization) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Support Issues

https://docs.erpnext.com/docs/user/manual/en/support

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Support Issues</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Managing support issues in ERPNext is a structured process which is aimed at addressing user concerns.</p><p>While raising a support issue, it is essential to document and categorise based on its severity and impact on business processes. Assigning the appropriate priority level helps in allocating resources efficiently.</p><ul><li><p><a href="docs/user/manual/en/issue-type-and-priority" rel="noopener noreferrer nofollow" target="_blank">Issue Type</a></p></li><li><p>Issue Priority</p></li><li><p><a href="docs/user/manual/en/issue" rel="noopener noreferrer nofollow" target="_blank">Issue</a></p></li></ul></div> </div> <input value="02619bfedb" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Support Issues</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>Managing support issues in ERPNext is a structured process which is aimed at addressing user concerns.</p><p>While raising a support issue, it is essential to document and categorise based on its severity and impact on business processes. Assigning the appropriate priority level helps in allocating resources efficiently.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/issue-type-and-priority">Issue Type</a></p></li><li><p>Issue Priority</p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/issue">Issue</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/support" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Support Issues Managing support issues in ERPNext is a structured process which is aimed at addressing user concerns. While raising a support issue, it is essential to document and categorise based on its severity and impact on business processes. Assigning the appropriate priority level helps in allocating resources efficiently. Issue Type Issue Priority Issue

# Support Issues Edit Page New Page Revisions Page Settings Managing support issues in ERPNext is a structured process which is aimed at addressing user concerns. While raising a support issue, it is essential to document and categorise based on its severity and impact on business processes. Assigning the appropriate priority level helps in allocating resources efficiently. * [Issue Type](docs/user/manual/en/issue-type-and-priority) * Issue Priority * [Issue](docs/user/manual/en/issue) ##### Support Issues pushkar edited 2 weeks ago × Managing support issues in ERPNext is a structured process which is aimed at addressing user concerns. While raising a support issue, it is essential to document and categorise based on its severity and impact on business processes. Assigning the appropriate priority level helps in allocating resources efficiently. * [Issue Type](docs/user/manual/en/issue-type-and-priority) * Issue Priority * [Issue](docs/user/manual/en/issue) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Support Settings

https://docs.erpnext.com/docs/user/manual/en/support-settings

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Support Settings </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p><strong>All the global settings for support related documents can be found in Support Settings.</strong></p> <p>To access Support Settings, go to:</p> <blockquote> <p>Home &gt; Support &gt; Settings &gt; Support Settings</p> </blockquote> <p><img src="/files/support-settings.png" alt="Support Settings" class="screenshot"></p> <h2 id="1-service-level-agreements">1. Service Level Agreements</h2> <h3 id="11-track-service-level-agreement">1.1 Track Service Level Agreement</h3> <p>Enable this feature to start using and tracking <a href="/docs/v13/user/manual/en/support/service-level-agreement">Service Level Agreement</a> in Issues.</p> <h3 id="12-allow-resetting-service-level-agreement">1.2 Allow Resetting Service Level Agreement</h3> <p>This allows a User to reset the Service Level Agreement in Issues. User will get a button to <strong>Reset Service Level Agreement</strong> for Open Issues in the Service Level tab. Clicking on the button before the SLA fails will reset the SLA. The support team user will have to state a reason for resetting the SLA.</p> <h2 id="2-issues">2. Issues</h2> <h3 id="21-close-issue-after-days">2.1 Close Issue After Days</h3> <p>Any "Replied" or "Resolved" issue will be closed after the number of days defined in this field. However, if the Customer replies to a closed Issue, the Issue will Open again.</p> </div> <input value="fa58c08ba5" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Support Settings </h5> <span class="small text-muted revision-time">Administrator edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/support-settings" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Support Settings All the global settings for support related documents can be found in Support Settings. To access Support Settings, go to: Home > Support > Settings > Support Settings 1. Service Level Agreements 1.1 Track Service Level Agreement Enable this feature to start using and tracking Service Level Agreement in Issues. 1.2 Allow Resetting Service Level Agreement This allows a User to reset the Service Level Agreement in Issues. User will get a button to Reset Service Level Agreement for Open Issues in the Service Level tab. Clicking on the button before the SLA fails will reset the SLA. The support team user will have to state a reason for resetting the SLA. 2. Issues 2.1 Close Issue After Days Any "Replied" or "Resolved" issue will be closed after the number of days defined in this field. However, if the Customer replies to a closed Issue, the Issue will Open again.

# Support Settings Edit Page New Page Revisions Page Settings **All the global settings for support related documents can be found in Support Settings.** To access Support Settings, go to: > Home > Support > Settings > Support Settings  ## 1\. Service Level Agreements ### 1.1 Track Service Level Agreement Enable this feature to start using and tracking [Service Level Agreement](/docs/v13/user/manual/en/support/service-level-agreement) in Issues. ### 1.2 Allow Resetting Service Level Agreement This allows a User to reset the Service Level Agreement in Issues. User will get a button to **Reset Service Level Agreement** for Open Issues in the Service Level tab. Clicking on the button before the SLA fails will reset the SLA. The support team user will have to state a reason for resetting the SLA. ## 2\. Issues ### 2.1 Close Issue After Days Any "Replied" or "Resolved" issue will be closed after the number of days defined in this field. However, if the Customer replies to a closed Issue, the Issue will Open again. ##### Support Settings Administrator edited 3 years ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Service Level Agreement

https://docs.erpnext.com/docs/user/manual/en/service-level-agreement

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Service Level Agreement </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p><strong>A service level agreement (SLA) is a contract between a service provider (either internal or external) and the end user on the level of service expected from the service provider.</strong></p> <p>SLAs are output-based, their purpose is specifically to define the timeline in which the Customer will receive the service. SLAs do not define how the service itself is provided or delivered.</p> <p>To access the Service Level Agreement list, go to: &gt; Home &gt; Support &gt; Service Level Agreement &gt; Service Level Agreement</p> <h2 id="1prerequisites">1.Prerequisites</h2> <p>Before creating and using a Service Level Agreement, it is advised that you create/update the following first:</p> <ul> <li><p><a href="/docs/v13/user/manual/en/human-resources/holiday-list">Holiday List</a></p></li> <li><p>Enable <strong>Track Service Level Agreement</strong> in Support Settings</p> <p><img src="/files/sla-setting.png" alt="Service Level Agreement" class="screenshot"></p></li> </ul> <h2 id="2-how-to-create-a-service-level-agreement">2. How to Create a Service Level Agreement</h2> <ol> <li>Go to the Service Level Agreement list, click on New.</li> <li>Enter a name for the Service Level.</li> <li>Select an Employee group, that will handle a particular Service Level.</li> <li>Set a Holiday List. Service Level Agreement won't be applied in the days mentioned in the Holiday List.</li> <li>'Enable' determines if a Service Level Agreement is enabled or disabled.</li> <li>Ticking 'Default Service Level Agreement' will apply this SLA to a customer if they don't have a particular SLA assigned to them.</li> <li>Entity Type: Service Level Agreements can be assigned to a Customer/Customer Group/Territory enabling you to apply Service Level Agreement based on these factors.</li> <li>Entity: Select the specific Customer/Customer Group/Territory.</li> <li>Start / End Date: Defines the validity of the agreement.</li> <li><p>Priorities: You can set multiple Issue Priorities and their Time to Respond and Resolve (in hours and mins).</p> <p><img src="/files/priorities.png" alt="Service Level" class="screenshot"></p></li> <li>Default Priority: Default Priority selected in Priorities table that will be applied in the Service Level Agreement.</li> <li><p>Support Hours: Contains the Days of the week on which Support is provided. Has a Start Time and End Time of the Working day.</p> <p><img src="/files/sla-support-hours.png" alt="SLA Support Hours" class="screenshot"></p></li> <li><p>Save.</p> <p><img src="/files/sla.png" alt="SLA" class="screenshot"></p></li> </ol> <h2 id="3-features">3. Features</h2> <h3 id="31-applies-to-new-issues">3.1 Applies to New Issues</h3> <p>Once an SLA is saved, it'll be applied to Issues raised by Customers/Territories as per the option you chose in 'Entity Type'.</p> <p><img src="/files/sla-entity-type.png" alt="SLA in Issue" class="screenshot"></p> <h3 id="32-resetting-an-sla">3.2 Resetting an SLA</h3> <p>An SLA can also be reset until the time does not fail. For example, if the SLA is 3 days, you can reset the SLA only within 3 days of the Issue being created. After that, the Service Level will display failed.</p> <p><img src="/files/reset-sla.gif" alt="SLA Issue" class="screenshot"></p> <h3 id="33-time-respond-resolve-in-issues">3.3 Time respond / resolve in Issues</h3> <p>The time to respond to an Issue and the time to resolve will be shown: <img src="/files/sla-in-issue.png" alt="SLA in Issue" class="screenshot"></p> <p>These times are based on the timelines set in the 'Priority' field in the Service Level's Priorities table.</p> <h3 id="34-pause-sla-on-statuses">3.4 Pause SLA on Statuses</h3> <p>From version 13 onwards, ERPNext allows you to pause SLA on issues when you are waiting for an event to happen. You can do this by selecting a status that is configured in this "Pause SLA On" table.</p> <ul> <li>Set the statuses on which you want to pause SLA in the SLA document. You can also add custom statuses here. <img alt="Service Level" class="screenshot" src="/files/pause-sla.png"></li> <li>When the status is changed to any of the above, resolution and response fields are unset and the dashboard indicators change to: <img alt="Service Level" class="screenshot" src="/files/hold-indicator.png"></li> <li>When the status of the issue changes back to a non-hold status (which is not configured in the "Pause SLA On" table), the <strong>Total Hold time</strong> field will be set in your Issue document. <img alt="Service Level" class="screenshot" src="/files/total-hold-time.png"> The Response and Resolution time will be recalculated by adding the hold time, thereby restarting your SLA timers.</li> </ul> <p>&gt; Note: Service Level DocType was removed in version 13 and all functions are handled only with the Service Level Agreement DocType.</p> </div> <input value="665878114c" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Service Level Agreement </h5> <span class="small text-muted revision-time">Administrator edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/service-level-agreement" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Service Level Agreement A service level agreement (SLA) is a contract between a service provider (either internal or external) and the end user on the level of service expected from the service provider. SLAs are output-based, their purpose is specifically to define the timeline in which the Customer will receive the service. SLAs do not define how the service itself is provided or delivered. To access the Service Level Agreement list, go to: > Home > Support > Service Level Agreement > Service Level Agreement 1.Prerequisites Before creating and using a Service Level Agreement, it is advised that you create/update the following first: Holiday List Enable Track Service Level Agreement in Support Settings 2. How to Create a Service Level Agreement Go to the Service Level Agreement list, click on New. Enter a name for the Service Level. Select an Employee group, that will handle a particular Service Level. Set a Holiday List. Service Level Agreement won't be applied in the days mentioned in the Holiday List. 'Enable' determines if a Service Level Agreement is enabled or disabled. Ticking 'Default Service Level Agreement' will apply this SLA to a customer if they don't have a particular SLA assigned to them. Entity Type: Service Level Agreements can be assigned to a Customer/Customer Group/Territory enabling you to apply Service Level Agreement based on these factors. Entity: Select the specific Customer/Customer Group/Territory. Start / End Date: Defines the validity of the agreement. Priorities: You can set multiple Issue Priorities and their Time to Respond and Resolve (in hours and mins). Default Priority: Default Priority selected in Priorities table that will be applied in the Service Level Agreement. Support Hours: Contains the Days of the week on which Support is provided. Has a Start Time and End Time of the Working day. Save. 3. Features 3.1 Applies to New Issues Once an SLA is saved, it'll be applied to Issues raised by Customers/Territories as per the option you chose in 'Entity Type'. 3.2 Resetting an SLA An SLA can also be reset until the time does not fail. For example, if the SLA is 3 days, you can reset the SLA only within 3 days of the Issue being created. After that, the Service Level will display failed. 3.3 Time respond / resolve in Issues The time to respond to an Issue and the time to resolve will be shown: These times are based on the timelines set in the 'Priority' field in the Service Level's Priorities table. 3.4 Pause SLA on Statuses From version 13 onwards, ERPNext allows you to pause SLA on issues when you are waiting for an event to happen. You can do this by selecting a status that is configured in this "Pause SLA On" table. Set the statuses on which you want to pause SLA in the SLA document. You can also add custom statuses here. When the status is changed to any of the above, resolution and response fields are unset and the dashboard indicators change to: When the status of the issue changes back to a non-hold status (which is not configured in the "Pause SLA On" table), the Total Hold time field will be set in your Issue document. The Response and Resolution time will be recalculated by adding the hold time, thereby restarting your SLA timers. > Note: Service Level DocType was removed in version 13 and all functions are handled only with the Service Level Agreement DocType.

# Service Level Agreement Edit Page New Page Revisions Page Settings **A service level agreement (SLA) is a contract between a service provider (either internal or external) and the end user on the level of service expected from the service provider.** SLAs are output-based, their purpose is specifically to define the timeline in which the Customer will receive the service. SLAs do not define how the service itself is provided or delivered. To access the Service Level Agreement list, go to: > Home > Support > Service Level Agreement > Service Level Agreement ## 1.Prerequisites Before creating and using a Service Level Agreement, it is advised that you create/update the following first: * [Holiday List](/docs/v13/user/manual/en/human-resources/holiday-list) * Enable **Track Service Level Agreement** in Support Settings  ## 2\. How to Create a Service Level Agreement 1. Go to the Service Level Agreement list, click on New. 2. Enter a name for the Service Level. 3. Select an Employee group, that will handle a particular Service Level. 4. Set a Holiday List. Service Level Agreement won't be applied in the days mentioned in the Holiday List. 5. 'Enable' determines if a Service Level Agreement is enabled or disabled. 6. Ticking 'Default Service Level Agreement' will apply this SLA to a customer if they don't have a particular SLA assigned to them. 7. Entity Type: Service Level Agreements can be assigned to a Customer/Customer Group/Territory enabling you to apply Service Level Agreement based on these factors. 8. Entity: Select the specific Customer/Customer Group/Territory. 9. Start / End Date: Defines the validity of the agreement. 10. Priorities: You can set multiple Issue Priorities and their Time to Respond and Resolve (in hours and mins).  11. Default Priority: Default Priority selected in Priorities table that will be applied in the Service Level Agreement. 12. Support Hours: Contains the Days of the week on which Support is provided. Has a Start Time and End Time of the Working day.  13. Save.  ## 3\. Features ### 3.1 Applies to New Issues Once an SLA is saved, it'll be applied to Issues raised by Customers/Territories as per the option you chose in 'Entity Type'.  ### 3.2 Resetting an SLA An SLA can also be reset until the time does not fail. For example, if the SLA is 3 days, you can reset the SLA only within 3 days of the Issue being created. After that, the Service Level will display failed.  ### 3.3 Time respond / resolve in Issues The time to respond to an Issue and the time to resolve will be shown:  These times are based on the timelines set in the 'Priority' field in the Service Level's Priorities table. ### 3.4 Pause SLA on Statuses From version 13 onwards, ERPNext allows you to pause SLA on issues when you are waiting for an event to happen. You can do this by selecting a status that is configured in this "Pause SLA On" table. * Set the statuses on which you want to pause SLA in the SLA document. You can also add custom statuses here.  * When the status is changed to any of the above, resolution and response fields are unset and the dashboard indicators change to:  * When the status of the issue changes back to a non-hold status (which is not configured in the "Pause SLA On" table), the **Total Hold time** field will be set in your Issue document.  The Response and Resolution time will be recalculated by adding the hold time, thereby restarting your SLA timers. > Note: Service Level DocType was removed in version 13 and all functions are > handled only with the Service Level Agreement DocType. ##### Service Level Agreement Administrator edited 3 years ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Support Reports

https://docs.erpnext.com/docs/user/manual/en/support_reports

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Support Reports </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p>The various reports in the Support module help understand data on how quickly support staff responded to customer issues, the issue types, issue priorities, timelines, and more.</p> <h2 id="1-first-response-time-for-issues">1. First Response Time for Issues</h2> <p>This report provides a date-wise summary of Average First Response Time for Issues reported during the selected time frame. It will display the date and the "Average First Response Time" taken to respond to all the issues created on the respective date.</p> <p>To access the First Response Time for Issues report, go to: &gt; Home &gt; Support &gt; Reports &gt; First Response Time for Issues</p> <p><img alt="First Response Time for Issues" class="screenshot" src="/files/first-response-time.png"></p> <h2 id="2-issue-summary">2. Issue Summary</h2> <p>This report provides a detailed summary of issues reported based on the filters. You can view the summary based on the following parameters:</p> <ol> <li>Customer</li> <li>Assigned To</li> <li>Issue Type</li> <li>Issue Priority</li> </ol> <p>For example, if we select the report based on Customer, it will show a list of all the Customers along with the following details for every customer based on the filters applied:</p> <ol> <li>Number of Open, Replied, Resolved, and Closed issues.</li> <li>Total Number of Issues raised by that customer.</li> <li>Number of Issues for which the SLA has been fulfilled, failed, and ongoing.</li> <li>Average support metrics like Avg First Response Time, Avg Response Time, Avg Resolution Time, Avg User Resolution Time, Avg Hold Time.</li> </ol> <p>The stacked chart shows the number of issues classified by status for each customer. Report Summary shows the total number of Open, Replied, Resolved, and Closed issues in the entire report.</p> <p>To access the Issue Summary report, go to: &gt; Home &gt; Support &gt; Reports &gt; Issue Summary</p> <p><img alt="Issue Summary" class="screenshot" src="/files/issue-summary-report.png"></p> <h2 id="3-issue-analytics">3. Issue Analytics</h2> <p>This report provides a count of issues according to weekly, monthly, quarterly, and yearly time series based on the following parameters:</p> <ol> <li>Customer</li> <li>Assigned To</li> <li>Issue Type</li> <li>Issue Priority</li> </ol> <p>To access the Issue Analytics report, go to: &gt; Home &gt; Support &gt; Reports &gt; Issue Analytics</p> <p><img src="/files/issue-analytics.png" alt="Issue Analytics" class="screenshot"></p> </div> <input value="3ad39709cb" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Support Reports </h5> <span class="small text-muted revision-time">Administrator edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/support_reports" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Support Reports The various reports in the Support module help understand data on how quickly support staff responded to customer issues, the issue types, issue priorities, timelines, and more. 1. First Response Time for Issues This report provides a date-wise summary of Average First Response Time for Issues reported during the selected time frame. It will display the date and the "Average First Response Time" taken to respond to all the issues created on the respective date. To access the First Response Time for Issues report, go to: > Home > Support > Reports > First Response Time for Issues 2. Issue Summary This report provides a detailed summary of issues reported based on the filters. You can view the summary based on the following parameters: Customer Assigned To Issue Type Issue Priority For example, if we select the report based on Customer, it will show a list of all the Customers along with the following details for every customer based on the filters applied: Number of Open, Replied, Resolved, and Closed issues. Total Number of Issues raised by that customer. Number of Issues for which the SLA has been fulfilled, failed, and ongoing. Average support metrics like Avg First Response Time, Avg Response Time, Avg Resolution Time, Avg User Resolution Time, Avg Hold Time. The stacked chart shows the number of issues classified by status for each customer. Report Summary shows the total number of Open, Replied, Resolved, and Closed issues in the entire report. To access the Issue Summary report, go to: > Home > Support > Reports > Issue Summary 3. Issue Analytics This report provides a count of issues according to weekly, monthly, quarterly, and yearly time series based on the following parameters: Customer Assigned To Issue Type Issue Priority To access the Issue Analytics report, go to: > Home > Support > Reports > Issue Analytics

# Support Reports Edit Page New Page Revisions Page Settings The various reports in the Support module help understand data on how quickly support staff responded to customer issues, the issue types, issue priorities, timelines, and more. ## 1\. First Response Time for Issues This report provides a date-wise summary of Average First Response Time for Issues reported during the selected time frame. It will display the date and the "Average First Response Time" taken to respond to all the issues created on the respective date. To access the First Response Time for Issues report, go to: > Home > Support > Reports > First Response Time for Issues  ## 2\. Issue Summary This report provides a detailed summary of issues reported based on the filters. You can view the summary based on the following parameters: 1. Customer 2. Assigned To 3. Issue Type 4. Issue Priority For example, if we select the report based on Customer, it will show a list of all the Customers along with the following details for every customer based on the filters applied: 1. Number of Open, Replied, Resolved, and Closed issues. 2. Total Number of Issues raised by that customer. 3. Number of Issues for which the SLA has been fulfilled, failed, and ongoing. 4. Average support metrics like Avg First Response Time, Avg Response Time, Avg Resolution Time, Avg User Resolution Time, Avg Hold Time. The stacked chart shows the number of issues classified by status for each customer. Report Summary shows the total number of Open, Replied, Resolved, and Closed issues in the entire report. To access the Issue Summary report, go to: > Home > Support > Reports > Issue Summary  ## 3\. Issue Analytics This report provides a count of issues according to weekly, monthly, quarterly, and yearly time series based on the following parameters: 1. Customer 2. Assigned To 3. Issue Type 4. Issue Priority To access the Issue Analytics report, go to: > Home > Support > Reports > Issue Analytics  ##### Support Reports Administrator edited 3 years ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Maintenance

https://docs.erpnext.com/docs/user/manual/en/maintenance

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Maintenance</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>The maintenance schedule and maintenance visits are vital parts of the ERPNext support module, ensuring that the ERP system remains operational, secure, and aligned with business needs over time. Efficient management of these aspects contributes to a reliable and optimized ERP environment for users.</p><ul><li><p><a href="docs/user/manual/en/maintenance-schedule" rel="noopener noreferrer nofollow" target="_blank">Maintenance Schedule</a></p></li><li><p><a href="docs/user/manual/en/maintenance-visit" rel="noopener noreferrer nofollow" target="_blank">Maintenance Visits</a></p></li></ul></div> </div> <input value="lrvh9jv2ei" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Maintenance</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/maintenance" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Maintenance The maintenance schedule and maintenance visits are vital parts of the ERPNext support module, ensuring that the ERP system remains operational, secure, and aligned with business needs over time. Efficient management of these aspects contributes to a reliable and optimized ERP environment for users. Maintenance Schedule Maintenance Visits

# Maintenance Edit Page New Page Revisions Page Settings The maintenance schedule and maintenance visits are vital parts of the ERPNext support module, ensuring that the ERP system remains operational, secure, and aligned with business needs over time. Efficient management of these aspects contributes to a reliable and optimized ERP environment for users. * [Maintenance Schedule](docs/user/manual/en/maintenance-schedule) * [Maintenance Visits](docs/user/manual/en/maintenance-visit) ##### Maintenance pushkar edited 2 weeks ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Warranty

https://docs.erpnext.com/docs/user/manual/en/warranty

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Warranty</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>By effectively managing warranty claims and serial numbers within ERPNext's Support module, users can streamline customer support processes, ensure accurate tracking of warranty-related information, and enhance overall customer satisfaction by providing timely and effective resolutions to warranty claims.</p><ul><li><p><a href="docs/user/manual/en/warranty-claim" rel="noopener noreferrer nofollow" target="_blank">Warranty Claim</a></p></li><li><p><a href="docs/user/manual/en/serial-no" rel="noopener noreferrer nofollow" target="_blank">Serial Number</a></p></li></ul><p><br class="ProseMirror-trailingBreak"></p></div> </div> <input value="lu54r7tihu" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Warranty</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>By effectively managing warranty claims and serial numbers within ERPNext's Support module, users can streamline customer support processes, ensure accurate tracking of warranty-related information, and enhance overall customer satisfaction by providing timely and effective resolutions to warranty claims.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/warranty-claim">Warranty Claim</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/serial-no">Serial Number</a></p></li></ul><p><br class="ProseMirror-trailingBreak"></p></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/warranty" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Warranty By effectively managing warranty claims and serial numbers within ERPNext's Support module, users can streamline customer support processes, ensure accurate tracking of warranty-related information, and enhance overall customer satisfaction by providing timely and effective resolutions to warranty claims. Warranty Claim Serial Number

# Warranty Edit Page New Page Revisions Page Settings By effectively managing warranty claims and serial numbers within ERPNext's Support module, users can streamline customer support processes, ensure accurate tracking of warranty-related information, and enhance overall customer satisfaction by providing timely and effective resolutions to warranty claims. * [Warranty Claim](docs/user/manual/en/warranty-claim) * [Serial Number](docs/user/manual/en/serial-no) ##### Warranty pushkar edited 2 weeks ago × By effectively managing warranty claims and serial numbers within ERPNext's Support module, users can streamline customer support processes, ensure accurate tracking of warranty-related information, and enhance overall customer satisfaction by providing timely and effective resolutions to warranty claims. * [Warranty Claim](docs/user/manual/en/warranty-claim) * [Serial Number](docs/user/manual/en/serial-no) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Quality Management System

https://docs.erpnext.com/docs/user/manual/en/quality-management

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Quality Management System </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <blockquote> <p>Introduced in Version 12</p> </blockquote> <p>Quality management is the act of overseeing all activities and tasks needed to maintain a desired level of excellence in tasks. ERPNext Quality module helps you manage your quality goals, process, reviews, non conformances, actions and meetings. It is designed to help you manage a full blown "Quality Management System". Here is an overview of what is included in the quality module</p> </div> <input value="19827ae10b" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Quality Management System </h5> <span class="small text-muted revision-time">palkan edited 2 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <blockquote> <p>Introduced in Version 12</p> </blockquote> <p>Quality management is the act of overseeing all activities and tasks needed to maintain a desired level of excellence in tasks. ERPNext Quality module helps you manage your quality goals, process, reviews, non conformances, actions and meetings. It is designed to help you manage a full blown "Quality Management System". Here is an overview of what is included in the quality module</p> <p>For more details go through the following topics</p> <h2 id="topics">Topics</h2> <h3 id="1-goals-and-procedure">1. Goals and Procedure</h3> <ol> <li><a href="/docs/v13/user/manual/en/quality-management/quality_goal">Quality Goal</a></li> <li><a href="/docs/v13/user/manual/en/quality-management/quality_procedure">Quality Procedure</a></li> </ol> <h3 id="2-review-and-action">2. Review and Action</h3> <ol> <li><a href="/docs/v13/user/manual/en/quality-management/quality_review">Quality Review</a></li> <li><a href="/docs/v13/user/manual/en/quality-management/quality_action">Quality Action</a></li> <li><a href="/docs/v13/user/manual/en/quality-management/non-conformance">Non Conformance</a></li> </ol> <h3 id="3-meeting">3. Meeting</h3> <ol> <li><a href="/docs/v13/user/manual/en/quality-management/quality_meeting">Quality Meeting</a></li> </ol> <h3 id="4-feedback">4. Feedback</h3> <ol> <li><a href="/docs/v13/user/manual/en/quality-management/quality-feedback-template">Quality Feedback Template</a></li> <li><a href="/docs/v13/user/manual/en/quality-management/quality_feedback">Quality Feedback</a></li> </ol> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/quality-management" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Quality Management System Introduced in Version 12 Quality management is the act of overseeing all activities and tasks needed to maintain a desired level of excellence in tasks. ERPNext Quality module helps you manage your quality goals, process, reviews, non conformances, actions and meetings. It is designed to help you manage a full blown "Quality Management System". Here is an overview of what is included in the quality module

# Quality Management System Edit Page New Page Revisions Page Settings > Introduced in Version 12 Quality management is the act of overseeing all activities and tasks needed to maintain a desired level of excellence in tasks. ERPNext Quality module helps you manage your quality goals, process, reviews, non conformances, actions and meetings. It is designed to help you manage a full blown "Quality Management System". Here is an overview of what is included in the quality module ##### Quality Management System palkan edited 2 years ago × > Introduced in Version 12 Quality management is the act of overseeing all activities and tasks needed to maintain a desired level of excellence in tasks. ERPNext Quality module helps you manage your quality goals, process, reviews, non conformances, actions and meetings. It is designed to help you manage a full blown "Quality Management System". Here is an overview of what is included in the quality module For more details go through the following topics ## Topics ### 1\. Goals and Procedure 1. [Quality Goal](/docs/v13/user/manual/en/quality-management/quality_goal) 2. [Quality Procedure](/docs/v13/user/manual/en/quality-management/quality_procedure) ### 2\. Review and Action 1. [Quality Review](/docs/v13/user/manual/en/quality-management/quality_review) 2. [Quality Action](/docs/v13/user/manual/en/quality-management/quality_action) 3. [Non Conformance](/docs/v13/user/manual/en/quality-management/non-conformance) ### 3\. Meeting 1. [Quality Meeting](/docs/v13/user/manual/en/quality-management/quality_meeting) ### 4\. Feedback 1. [Quality Feedback Template](/docs/v13/user/manual/en/quality-management/quality-feedback-template) 2. [Quality Feedback](/docs/v13/user/manual/en/quality-management/quality_feedback) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Quality Meeting

https://docs.erpnext.com/docs/user/manual/en/quality_meeting

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Quality Meeting </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <blockquote> <p>Introduced in Version 12</p> </blockquote> <p>It is an assembly of people for a particular purpose or agenda, especially for formal discussion about Quality aspects.</p> <p>Quality Meetings are conducted to review the Quality Reviews that have been generated. The minutes (summary) of these meetings would include the discussion on the various Quality Reviews.</p> <p>To access Quality Meeting, go to:</p> <blockquote> <p>Home &gt; Quality &gt; Meeting &gt; Quality Meeting</p> </blockquote> <h2 id="1-how-to-create-a-quality-meeting">1. How to Create a Quality Meeting</h2> <ol> <li>Go to the Quality Meeting list, click on New.</li> <li>Enter an Agenda. It is a list of meeting activities in the order in which they are to be taken up.</li> <li>In the Minutes table enter: <ul> <li>Document Type: Select from Quality Review, Quality Action, or Quality Feedback.</li> <li>Review: Select the Quality Review, Action, Feedback to be discussed.</li> <li>Minute: Written or recorded documentation that is associated with the Review.</li> </ul></li> <li>Save.</li> </ol> <p><img src="/files/quality-meeting.gif" alt="Quality Meeting" class="screenshot"></p> <p>The Status of the Meeting can be set to Closed once the agenda is done.</p> </div> <input value="40ab90d49b" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Quality Meeting </h5> <span class="small text-muted revision-time">Administrator edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/quality_meeting" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Quality Meeting Introduced in Version 12 It is an assembly of people for a particular purpose or agenda, especially for formal discussion about Quality aspects. Quality Meetings are conducted to review the Quality Reviews that have been generated. The minutes (summary) of these meetings would include the discussion on the various Quality Reviews. To access Quality Meeting, go to: Home > Quality > Meeting > Quality Meeting 1. How to Create a Quality Meeting Go to the Quality Meeting list, click on New. Enter an Agenda. It is a list of meeting activities in the order in which they are to be taken up. In the Minutes table enter: Document Type: Select from Quality Review, Quality Action, or Quality Feedback. Review: Select the Quality Review, Action, Feedback to be discussed. Minute: Written or recorded documentation that is associated with the Review. Save. The Status of the Meeting can be set to Closed once the agenda is done.

# Quality Meeting Edit Page New Page Revisions Page Settings > Introduced in Version 12 It is an assembly of people for a particular purpose or agenda, especially for formal discussion about Quality aspects. Quality Meetings are conducted to review the Quality Reviews that have been generated. The minutes (summary) of these meetings would include the discussion on the various Quality Reviews. To access Quality Meeting, go to: > Home > Quality > Meeting > Quality Meeting ## 1\. How to Create a Quality Meeting 1. Go to the Quality Meeting list, click on New. 2. Enter an Agenda. It is a list of meeting activities in the order in which they are to be taken up. 3. In the Minutes table enter: * Document Type: Select from Quality Review, Quality Action, or Quality Feedback. * Review: Select the Quality Review, Action, Feedback to be discussed. * Minute: Written or recorded documentation that is associated with the Review. 4. Save.  The Status of the Meeting can be set to Closed once the agenda is done. ##### Quality Meeting Administrator edited 3 years ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Review and Action

https://docs.erpnext.com/docs/user/manual/en/review-and-action

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Review and Action</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p><br>In ERPNext, quality review and actions are integral parts of maintaining high standards across operations.</p><p>Quality reviews involve assessing products, services, or processes against predefined criteria to ensure they meet established quality standards. ERPNext facilitates this by providing tools for defining quality parameters, conducting inspections, and documenting review results. Based on the review outcomes, corrective and preventive actions can be initiated directly within the system.</p><p>This streamlined approach enables organizations to address quality issues promptly, implement necessary improvements, and continuously enhance overall quality performance.</p><ul><li><p><a href="docs/user/manual/en/non-conformance" rel="noopener noreferrer nofollow" target="_blank">Non Conformance</a></p></li><li><p><a href="docs/user/manual/en/quality_review" rel="noopener noreferrer nofollow" target="_blank">Quality Review</a></p></li><li><p><a href="docs/user/manual/en/quality_action" rel="noopener noreferrer nofollow" target="_blank">Quality Action</a></p></li></ul><p><br class="ProseMirror-trailingBreak"></p></div> </div> <input value="9m86mpaebb" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Review and Action</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/review-and-action" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Review and Action In ERPNext, quality review and actions are integral parts of maintaining high standards across operations. Quality reviews involve assessing products, services, or processes against predefined criteria to ensure they meet established quality standards. ERPNext facilitates this by providing tools for defining quality parameters, conducting inspections, and documenting review results. Based on the review outcomes, corrective and preventive actions can be initiated directly within the system. This streamlined approach enables organizations to address quality issues promptly, implement necessary improvements, and continuously enhance overall quality performance. Non Conformance Quality Review Quality Action

# Review and Action Edit Page New Page Revisions Page Settings In ERPNext, quality review and actions are integral parts of maintaining high standards across operations. Quality reviews involve assessing products, services, or processes against predefined criteria to ensure they meet established quality standards. ERPNext facilitates this by providing tools for defining quality parameters, conducting inspections, and documenting review results. Based on the review outcomes, corrective and preventive actions can be initiated directly within the system. This streamlined approach enables organizations to address quality issues promptly, implement necessary improvements, and continuously enhance overall quality performance. * [Non Conformance](docs/user/manual/en/non-conformance) * [Quality Review](docs/user/manual/en/quality_review) * [Quality Action](docs/user/manual/en/quality_action) ##### Review and Action pushkar edited 2 weeks ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Quality Feedback

https://docs.erpnext.com/docs/user/manual/en/quality-feedback

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Quality Feedback</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Quality feedback in ERPNext's Quality module is a seamless process that enables organisations to gather insights and suggestions regarding product or service quality from stakeholders such as customers. The quality feedback template within ERPNext provides a standardised format for collecting feedback including relevant details and supporting documents.</p><p>By leveraging the quality feedback features in ERPNext, organisations can drive continuous improvement initiatives and ensure that quality standards are consistently met or exceeded, leading to higher customer satisfaction and operational excellence.</p><ul><li><p><a href="docs/user/manual/en/quality-feedback-template" rel="noopener noreferrer nofollow" target="_blank">Quality Feedback Template</a></p></li><li><p><a href="docs/user/manual/en/quality_feedback" rel="noopener noreferrer nofollow" target="_blank">Quality Feedback</a></p></li></ul></div> </div> <input value="9tpt9q9tk6" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Quality Feedback</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>Quality feedback in ERPNext's Quality module is a seamless process that enables organisations to gather insights and suggestions regarding product or service quality from stakeholders such as customers. The quality feedback template within ERPNext provides a standardised format for collecting feedback including relevant details and supporting documents.</p><p>By leveraging the quality feedback features in ERPNext, organisations can drive continuous improvement initiatives and ensure that quality standards are consistently met or exceeded, leading to higher customer satisfaction and operational excellence.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/quality-feedback-template">Quality Feedback Template</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/quality_feedback">Quality Feedback</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/quality-feedback" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Quality Feedback Quality feedback in ERPNext's Quality module is a seamless process that enables organisations to gather insights and suggestions regarding product or service quality from stakeholders such as customers. The quality feedback template within ERPNext provides a standardised format for collecting feedback including relevant details and supporting documents. By leveraging the quality feedback features in ERPNext, organisations can drive continuous improvement initiatives and ensure that quality standards are consistently met or exceeded, leading to higher customer satisfaction and operational excellence. Quality Feedback Template Quality Feedback

# Quality Feedback Edit Page New Page Revisions Page Settings Quality feedback in ERPNext's Quality module is a seamless process that enables organisations to gather insights and suggestions regarding product or service quality from stakeholders such as customers. The quality feedback template within ERPNext provides a standardised format for collecting feedback including relevant details and supporting documents. By leveraging the quality feedback features in ERPNext, organisations can drive continuous improvement initiatives and ensure that quality standards are consistently met or exceeded, leading to higher customer satisfaction and operational excellence. * [Quality Feedback Template](docs/user/manual/en/quality-feedback-template) * [Quality Feedback](docs/user/manual/en/quality_feedback) ##### Quality Feedback pushkar edited 2 weeks ago × Quality feedback in ERPNext's Quality module is a seamless process that enables organisations to gather insights and suggestions regarding product or service quality from stakeholders such as customers. The quality feedback template within ERPNext provides a standardised format for collecting feedback including relevant details and supporting documents. By leveraging the quality feedback features in ERPNext, organisations can drive continuous improvement initiatives and ensure that quality standards are consistently met or exceeded, leading to higher customer satisfaction and operational excellence. * [Quality Feedback Template](docs/user/manual/en/quality-feedback-template) * [Quality Feedback](docs/user/manual/en/quality_feedback) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Project Reports

https://docs.erpnext.com/docs/user/manual/en/project-reports

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Project Reports</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><h2>1. Project Billing Summary</h2><p><strong>This report helps you analyze the billing per Project and Employee between a specific period.</strong></p><p>Note that details form only those Timesheets which have been specified as billable by ticking the 'Bill' checkbox will be reflected here.</p><p><img alt="Billable Time Sheets" class="screenshot" contenteditable="false" draggable="true" src="/files/projects-project-billing-summary.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h2>2. Daily Timesheet Summary</h2><p><strong>This report gives you the details of all the Timesheets submitted by the Users.</strong></p><p>You can select a specific project and date range in the filters. Details of the Timesheets logged by any Employee for the selected Project between the range specified will be shown.</p><p><img alt="Project Billing Summary" class="screenshot" contenteditable="false" draggable="true" src="/files/projects-daily-timesheet-summary.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h2>3. Project Wise Stock Tracking</h2><p><strong>This report gives you the analysis of all the Stock Movements carried out for all the different Projects.</strong></p><p>The Report will also contain the costing details of these stock movements. You can filter the details by Project Name, Customer, Project Start Date or End Date.</p><p><img alt="Employee Billing Summary" class="screenshot" contenteditable="false" draggable="true" src="/files/projects-project-wise-stock-tracking.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p></div> </div> <input value="4a7bab4028" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Project Reports</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><h2>1. Project Billing Summary</h2><p><strong>This report helps you analyze the billing per Project and Employee between a specific period.</strong></p><p>Note that details form only those Timesheets which have been specified as billable by ticking the 'Bill' checkbox will be reflected here.</p><p><img class="screenshot" src="/files/projects-project-billing-summary.png" alt="Billable Time Sheets" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h2>2. Daily Timesheet Summary</h2><p><strong>This report gives you the details of all the Timesheets submitted by the Users.</strong></p><p>You can select a specific project and date range in the filters. Details of the Timesheets logged by any Employee for the selected Project between the range specified will be shown.</p><p><img class="screenshot" src="/files/projects-daily-timesheet-summary.png" alt="Project Billing Summary" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h2>3. Project Wise Stock Tracking</h2><p><strong>This report gives you the analysis of all the Stock Movements carried out for all the different Projects.</strong></p><p>The Report will also contain the costing details of these stock movements. You can filter the details by Project Name, Customer, Project Start Date or End Date.</p><p><img class="screenshot" src="/files/projects-project-wise-stock-tracking.png" alt="Employee Billing Summary" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/project-reports" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Project Reports 1. Project Billing Summary This report helps you analyze the billing per Project and Employee between a specific period. Note that details form only those Timesheets which have been specified as billable by ticking the 'Bill' checkbox will be reflected here. 2. Daily Timesheet Summary This report gives you the details of all the Timesheets submitted by the Users. You can select a specific project and date range in the filters. Details of the Timesheets logged by any Employee for the selected Project between the range specified will be shown. 3. Project Wise Stock Tracking This report gives you the analysis of all the Stock Movements carried out for all the different Projects. The Report will also contain the costing details of these stock movements. You can filter the details by Project Name, Customer, Project Start Date or End Date.

# Project Reports Edit Page New Page Revisions Page Settings ## 1\. Project Billing Summary **This report helps you analyze the billing per Project and Employee between a specific period.** Note that details form only those Timesheets which have been specified as billable by ticking the 'Bill' checkbox will be reflected here.  ## 2\. Daily Timesheet Summary **This report gives you the details of all the Timesheets submitted by the Users.** You can select a specific project and date range in the filters. Details of the Timesheets logged by any Employee for the selected Project between the range specified will be shown.  ## 3\. Project Wise Stock Tracking **This report gives you the analysis of all the Stock Movements carried out for all the different Projects.** The Report will also contain the costing details of these stock movements. You can filter the details by Project Name, Customer, Project Start Date or End Date.  ##### Project Reports pushkar edited 2 weeks ago × ## 1\. Project Billing Summary **This report helps you analyze the billing per Project and Employee between a specific period.** Note that details form only those Timesheets which have been specified as billable by ticking the 'Bill' checkbox will be reflected here.  ## 2\. Daily Timesheet Summary **This report gives you the details of all the Timesheets submitted by the Users.** You can select a specific project and date range in the filters. Details of the Timesheets logged by any Employee for the selected Project between the range specified will be shown.  ## 3\. Project Wise Stock Tracking **This report gives you the analysis of all the Stock Movements carried out for all the different Projects.** The Report will also contain the costing details of these stock movements. You can filter the details by Project Name, Customer, Project Start Date or End Date.  Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Project Essentials

https://docs.erpnext.com/docs/user/manual/en/projects

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Project Essentials</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Project management in ERPNext covers various elements which are vital for successful project execution. These include project creation with key details like timelines, stakeholders, and managers, task and milestone management for granular progress tracking, resource allocation to ensure optimal utilization, time tracking for accurate project timelines, cost management for budget adherence, and robust reporting and analytics for real-time insights.</p><p>These project management essentials in ERPNext empower businesses to plan, execute, and monitor projects effectively, leading to improved productivity and project outcomes.</p><ul><li><p><a href="docs/user/manual/en/project-type" rel="noopener noreferrer nofollow" target="_blank">Project Type</a></p></li><li><p><a href="docs/user/manual/en/project-template" rel="noopener noreferrer nofollow" target="_blank">Project Template</a></p></li><li><p><a href="docs/user/manual/en/project" rel="noopener noreferrer nofollow" target="_blank">Project</a></p></li><li><p><a href="docs/user/manual/en/tasks" rel="noopener noreferrer nofollow" target="_blank">Task</a></p></li><li><p><a href="docs/user/manual/en/project-update" rel="noopener noreferrer nofollow" target="_blank">Project Update</a></p></li><li><p><a href="docs/user/manual/en/project-costing" rel="noopener noreferrer nofollow" target="_blank">Project Costing</a></p></li><li><p><a href="docs/user/manual/en/project-profitability" rel="noopener noreferrer nofollow" target="_blank">Project Profitability</a></p></li><li><p><a href="docs/user/manual/en/project-views" rel="noopener noreferrer nofollow" target="_blank">Project Views</a></p></li></ul></div> </div> <input value="376f09d5c5" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Project Essentials</h5> <span class="small text-muted revision-time">pushkar edited 1 week ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>Project management in ERPNext covers various elements which are vital for successful project execution. These include project creation with key details like timelines, stakeholders, and managers, task and milestone management for granular progress tracking, resource allocation to ensure optimal utilization, time tracking for accurate project timelines, cost management for budget adherence, and robust reporting and analytics for real-time insights.</p><p>These project management essentials in ERPNext empower businesses to plan, execute, and monitor projects effectively, leading to improved productivity and project outcomes.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/project-type">Project Type</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/project-template">Project Template</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/project">Project</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/tasks">Task</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/project-update">Project Update</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/project-costing">Project Costing</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/project-views">Project Views</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/projects" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Project Essentials Project management in ERPNext covers various elements which are vital for successful project execution. These include project creation with key details like timelines, stakeholders, and managers, task and milestone management for granular progress tracking, resource allocation to ensure optimal utilization, time tracking for accurate project timelines, cost management for budget adherence, and robust reporting and analytics for real-time insights. These project management essentials in ERPNext empower businesses to plan, execute, and monitor projects effectively, leading to improved productivity and project outcomes. Project Type Project Template Project Task Project Update Project Costing Project Profitability Project Views

# Project Essentials Edit Page New Page Revisions Page Settings Project management in ERPNext covers various elements which are vital for successful project execution. These include project creation with key details like timelines, stakeholders, and managers, task and milestone management for granular progress tracking, resource allocation to ensure optimal utilization, time tracking for accurate project timelines, cost management for budget adherence, and robust reporting and analytics for real-time insights. These project management essentials in ERPNext empower businesses to plan, execute, and monitor projects effectively, leading to improved productivity and project outcomes. * [Project Type](docs/user/manual/en/project-type) * [Project Template](docs/user/manual/en/project-template) * [Project](docs/user/manual/en/project) * [Task](docs/user/manual/en/tasks) * [Project Update](docs/user/manual/en/project-update) * [Project Costing](docs/user/manual/en/project-costing) * [Project Profitability](docs/user/manual/en/project-profitability) * [Project Views](docs/user/manual/en/project-views) ##### Project Essentials pushkar edited 1 week ago × Project management in ERPNext covers various elements which are vital for successful project execution. These include project creation with key details like timelines, stakeholders, and managers, task and milestone management for granular progress tracking, resource allocation to ensure optimal utilization, time tracking for accurate project timelines, cost management for budget adherence, and robust reporting and analytics for real-time insights. These project management essentials in ERPNext empower businesses to plan, execute, and monitor projects effectively, leading to improved productivity and project outcomes. * [Project Type](docs/user/manual/en/project-type) * [Project Template](docs/user/manual/en/project-template) * [Project](docs/user/manual/en/project) * [Task](docs/user/manual/en/tasks) * [Project Update](docs/user/manual/en/project-update) * [Project Costing](docs/user/manual/en/project-costing) * [Project Views](docs/user/manual/en/project-views) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update

Time Tracking

https://docs.erpnext.com/docs/user/manual/en/time-tracking

<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Time Tracking</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Project time tracking in ERPNext plays a pivotal role in ensuring accurate project management and resource utilisation.</p><p>By allowing employees to log time against specific tasks or projects, ERPNext provides a clear visibility to time spent on various activities. This feature helps in monitoring project progress, identifying bottlenecks, and optimizing resource allocation.Time tracking in the project management modules allows project managers to make informed decisions based on real-time data, ultimately contributing to more efficient project execution and successful outcomes.</p><ul><li><p><a href="docs/user/manual/en/activity-type" rel="noopener noreferrer nofollow" target="_blank">Activity Type</a></p></li><li><p><a href="docs/user/manual/en/activity-cost" rel="noopener noreferrer nofollow" target="_blank">Activity Cost</a></p></li><li><p><a href="docs/user/manual/en/timesheets" rel="noopener noreferrer nofollow" target="_blank">Timesheets</a></p></li></ul></div> </div> <input value="gm5lj9g654" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Time Tracking</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/time-tracking" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>

Time Tracking Project time tracking in ERPNext plays a pivotal role in ensuring accurate project management and resource utilisation. By allowing employees to log time against specific tasks or projects, ERPNext provides a clear visibility to time spent on various activities. This feature helps in monitoring project progress, identifying bottlenecks, and optimizing resource allocation.Time tracking in the project management modules allows project managers to make informed decisions based on real-time data, ultimately contributing to more efficient project execution and successful outcomes. Activity Type Activity Cost Timesheets

# Time Tracking Edit Page New Page Revisions Page Settings Project time tracking in ERPNext plays a pivotal role in ensuring accurate project management and resource utilisation. By allowing employees to log time against specific tasks or projects, ERPNext provides a clear visibility to time spent on various activities. This feature helps in monitoring project progress, identifying bottlenecks, and optimizing resource allocation.Time tracking in the project management modules allows project managers to make informed decisions based on real-time data, ultimately contributing to more efficient project execution and successful outcomes. * [Activity Type](docs/user/manual/en/activity-type) * [Activity Cost](docs/user/manual/en/activity-cost) * [Timesheets](docs/user/manual/en/timesheets) ##### Time Tracking pushkar edited 2 weeks ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update