ERPNext

ERPNext -The Complete, Versatile and Powerful ERP

Financials

Real-time view of your accounting books

accounting dashboards highlight all key performance indicators at a glance. With configurable accounting dimensions and customizable dashboards, it's finally possible to analyze every component of your business in one place.

Chart of accounts

The Chart of accounts — a configurable tree view for structuring accounting ledgers as desired — is the blueprint of your company. Ledgers act as leaf nodes, while groups can have sub-groups and ledgers within them.

Journals and payments

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Billing and pricing

Invoice your customers and chase receivable payments easily, with payment requests and notifications via email or SMS reminders. Create custom print templates for bills Sales dashboard from Invoices

Multi-currency accounting

Managing transactions in different currencies is simple. Send invoices and add expenses in any currency, and let the system convert them to your base currency. You can even see financial transactions and reports in multiple currencies.

Auto-invoicing

Don't waste time sending renewal invoices every month. Use the Subscriptions feature to get invoices auto-generated for subscription orders.

Supply Chain Management

Documents Storage

Projects documentation can be complex, so it's important that everyone can access the files they need. ERPNext makes accessibility easy, with built-in uploading and sharing for multimedia files (such as images, videos, documents)

Unified, Tracked Emails

Avoid stranding important emails by syncing your email accounts in ERPNext. With a unified trail of all correspondence and auto-replies for incoming emails, you can count on smooth communication with all stakeholders (be it the internal project team members or external clients).

Real-Time View Of Your Sales & Purchases

ERPNext brings all critical sales and purchase data to one place. Dashboards provide an at-a-glance view of key performance indicators relevant to business processes. With configurable accounting dimensions and customizable dashboards, it's finally possible to analyze every component of your business in one place. .

Item Variants

The Chart of accounts — a configurable tree view for structuring accounting ledgers as desired — is the blueprint of your company. Ledgers act as leaf nodes, while groups can have sub-groups and ledgers within them.

Track Serial Numbers

ERPNext's Serialized Inventory feature comes in handy for maintaining a real-time view of product availability and stock across locations. You can even use a serial number to track the whole lifecycle of an item — from its procurement or manufacture to sale and delivery. Scan barcodes with your device camera for blazing fast search and quicker results.

Batch Traceability

Batched items can be easily managed with ERPNext's integrated inventory — maintain manufacturing dates and expiration dates, analyze item expirations, and so on. You can also set up automatic batch naming so that all your team has to worry about is procurements and sales, not maintaining batch IDs.

Multi-Channel Sales

Be it Shopify, WooCommerce or Amazon MWS, it's easily to integrate ERPNext's items, customers, and sales orders with third-party sales apps.

Powerful Marketing Tools

Our open-source CRM tool makes your lead closure soar. Use email campaigns for targeted marketing, send bulk emails to your customers with beautiful newsletters, and reap the benefits of your campaigns with granular analysis of lead sources.

Journals And Payments

Maintain a clean and crisp ledger to avoid mismatches when closing accounts. Track income and expenses (deferred or accrued), set up notifications for period closing, and control cash flow. Advance payments can be recorded and reconciled in one go.

Accounts Receivable

Track the balance that customers owe you towards the sales invoices you have already sent to them. You can import your existing accounts receivables details using the Opening Invoice Creation tool.

Customer Access

If you work with clients, you'll love ERPNext. Get everything on the record with your clients and your team. Using ERPNext, clients can not only view project status but also raise support issues, scan invoices billed, and so on. You can also use it for announcements as well!

Stock Replenishment

To prevent stockouts, track an item's reorder level. When the stock level goes below the reorder level, ERPNext will automatically create a material request. This helps you replenish inventory at exactly the right time and reduce chances of stock exhaustion.

Promotional Schemes

Introduced for large-scale retailers and distributors, managing discounts or margins based on rate or amount was never easier. With promotional schemes, you can manage item discounts for different parties or conditions.

Vendor Management

ERPNext includes options to warn about RFQs & POs or prevent RFQs & POs. Your supplier's currency can be different from your company currency, and our software will handle all exchange rates and conversions.

Supplier Portal

Use the supplier portal to help suppliers manage themselves. The suppliers can submit requests for quotations and automatic supplier quotations, or access ongoing purchase orders and receipts. Suppliers can also raise purchase invoices for fulfilled orders.

Accounts Payable

See how much you owe your suppliers and track due dates or payment aging on the Accounts Payable report. Once you pay an invoice, just post a payment entry. You can even import all your existing invoices using the Opening Invoice Creation Tool.

Automated Invoicing

Don't waste time sending renewal invoices every month. Use the Subscriptions feature to get invoices auto-generated for subscription orders.

Multi-Currency Sales

Managing transactions in different currencies is simple with our online sales software. Send invoices and add expenses in any currency, and let the system convert them to your base currency. You can even see financial transactions and reports in multiple currencies.

Manufacturing

Total control over your production

Integrate your production planning and shop floor. ERPNext's customer management, sales orders, inventory, purchasing, accounting, and financial reporting make real-time coordination across all your business verticals easier.

Bill of material (BOM)

A bill of material is at the heart of any cloud manufacturing software, and a well-defined BOM ensures robustness and accuracy. ERPNext's BOM is hierarchical, with the finished product at the top. It also includes product codes, part descriptions, quantities, costs and additional specifications.

Shop floor management

With ERPNext's job cards, operations and workstations features, you can automatically capture daily activities on your shop floor. View real-time status of the job work being done to manufacture products, the location of every workstation, employee assignments, and each work order's current status and pending steps — all in one screen.

Subcontracting

Does your business involve outsourcing processes to a supplier? Check out the subcontracting feature in ERPNext. It makes it easy to supply raw materials and track suppliers' labor and operations. Finished goods are valued based on the cost of raw materials and procured services.

Item variants

Suppose you produce t-shirts in different sizes and colors. You'll need to track each type of t-shirt and its variants, known as item variants. In ERPNext, the primary item is stored as an item template, and each of the variations is stored as an item variant. You can store any attribute, such as color or shape, for each item variant.

Batched inventory

With ERPNext's integrated inventory, managing batched items is simple. Its real-time view of product availability maintains each batch's manufacturing dates, expiration dates, and other details. You can even scan item barcodes with your device camera to quickly search through your stock and make data-driven decisions.

Serialized inventory

Use serial numbers to uniquely identify units. Set up naming series, and ERPNext will automatically create serial numbers for new stock. You can even scan item barcodes via your device camera for easy search through all your stock.

Material resource planning

Be it a work order against sales or material requests, ERPNext will show every aspect of your MRP. Track material consumption of serialized or batched inventory to curb expenses and achieve zero wasted resources.

Capacity planning

Optimize your workstations based on the resources available for open production orders. Identify and eliminate bottlenecks at the shop-floor level by creating a capacity plan. You can also maintain and manage planning schedules for a predefined period of time (30 days, 45 days, etc).

Multiple units of measure

Don't let systems stop you from measuring materials exactly the way you want! Keep track of different units of measurement for your inventory. Set up conversion factors in the Item master itself and facilitate smooth sales, purchase, and stock transactions. All conversions will be handled by the system.

Quick stock balance

With the quick stock balance report, you can perform stock audits to verify stock at the warehouse, and check it against stock logged in the system. Simply scan a barcode with any device (no barcode scanner required!) and start counting.

Stock replenishment

To prevent stockouts, track an item's reorder level. When the stock level goes below the reorder level, ERPNext will automatically create a material request. This helps you replenish inventory at exactly the right time and reduce chances of stock exhaustion.

CRM

Omnichannel Interactions

Don't miss out on anything from your leads. ERPNext makes it easy to convert all interactions into data so your sales team doesn't have to juggle between apps. With Call Popup, you can receive live notifications of incoming calls on your desktop. You can also turn emails in your inbox into leads with this open source CRM software.

Automate Daily Chores

Reduce overhead of manual work by setting up assignment rules (such as round robin or load balancing) to automatically distribute leads among the team. This leaves more time to respond to customers, empowering your sales team to meet commitments on time.

Sales Team Efficiency

Don't miss out on the big picture of your sales team. ERPNext includes out-of-the-box reports to monitor team performance and analyze the lead traffic or sales stage of all prospects. You can even collaborate to address leads or opportunities with multiple assignments or mentions.

Total Visibility Of Sales Pipeline

ERPNext's open source CRM includes a real-time view of important sales and marketing opportunities. This helps you craft a strategy to increase your lead-to-deal conversion rates.

Item variants

First impressions matter. Beautify your quotations and keep documents consistent with custom print format templates (using HTML or Jinja templating) and one-time configurations.

Digital Marketing

Our open-source CRM tool makes your lead closure soar. Use email campaigns for targeted marketing, send bulk emails to your customers with beautiful newsletters, and reap the benefits of your campaigns with granular analysis of lead sources.

Project Management

All-In-One Workspace

Keep track of project deadlines and progress with a clear overview. Plan ahead for upcoming projects, using forecasts based on comparable projects, and estimate deadlines more accurately.

Agile

Discover the task-driven approach to simplifying your projects. With minimal communication gaps and full transparency, ERPNext makes it easier to share and collaborate across the entire project team. Break down your project into bite-sized tasks and assign them to your team for improved collaboration.

To-Do List & Real-Time Chat

Make work life easier with this simple, flexible project management software. Create and assign tasks to your employees. The system will automatically add the tasks in their to-dos to keep assignments and task-tracking hassle-free. And with mentions and real-time chat, there's no need to bring external chats into internal communication.

Document Storage

Managing projects and all their documents can be tricky, and it's crucial that everyone can access important files. ERPNext lets you upload and share multimedia files (such as images, videos, documents). You can choose to upload the files directly or use a web link.

Item variants

Avoid stranding important emails by syncing your email accounts in ERPNext. With a unified trail of all correspondence and auto-replies for incoming emails, you can count on smooth communication with all stakeholders (be it the internal project team members or external clients).

Profitability Analysis

Stay on top of project budgets and expenses with accurate, current insights. Plan the cost for each project phase, allocate budgets against projects, and see how much of your allocated budget has been spent — all at a glance.

Time-Tracking & Billing

Simplify tracking by defining actionable items — the activities for projects and tasks, based on what needs to be done. Capture resource costs and billing to get insights on project profitability. Directly link work to payroll to process salaries instantly.

Customer Access

If you work with clients, you'll love ERPNext. Get everything on the record with your clients and your team. Using ERPNext, clients can not only view project status but also raise support issues, scan invoices billed, and so on. You can also use it for announcements as well! Give your customers a full-fledged, flawless experience

Differentiator

On-the-fly customizations

Create your own custom cloud manufacturing ERP software. Map your most important data by adding custom fields in your forms. Customize form behavior by auto-fetching values, hide fields based on user roles, and create custom print formats — all without a single line of code.

Multilingual Capability

80+ Languages to Navigate ERPNext