Accounting

Accounting

Accounting Module ERPNext Version 15
Fully Loaded Accounting Module with unlimited Accounting Dimensions !

1. All financialstatements on the fly
2. Chart of Accounts
3. Budget : Alert, Stop, Warn
4. Cost Center
5. Unlimited Accounting Dimension wise Financial Statement
6. Consolidated Financial Statement for Multi Company
7. Multi Currency
8. Configurable Receivables / Payables Reports
9. Auto Email Reports
10. Bank Reconciliation
11. Payment Reconciliation
12. ShareManagement
13. Payment Gateway Integration
14. Automate by Auto Repeat any JV , Invoice
15. Approval Workflow
16. Customisable Dashboard
17. Customisable Workspace
18. Tagging Transactions
19. Attachment for all proof
20. Super Auditor Friendly
21. Track Changes / Timelines
22. Macro to granular access control
23. Expense Claim - Advance - Reimbursement
24. Loan Management
25. Asset Management
and tons of more features !!

Powerful GST Support for India via #Indiacompliance app by Resilient Tech #opensource

CRM

CRM/ Pre-Sales in ERPNext V15 !

Now users will get two options
1) For someone looking only and only CRM Solution : hashtag#frappecrm is coming in few months
2) CRM inside & as a part of the several module of ERPNext

Showing option # 2 here having great features
1. Lead Management
2. Opportunity
3. Prospect ( to aggregate multiple leads & opportunity )
4. Quotation
5. Lead Funnel
6. Opportunity Pipeline
7. Sales Stage wise Opportunity Bifurcation / Analysis
8. Scaleable to Integrate with website inquiry , Social Media Marketing , IndiaMart etc.
9. Lead Owner / Campaign Efficiency
10. Newsletter, Auto Email Campaign
11. Auto Notification
12. Auto Follow-up
13. Notes
14. Territory-wise Lead Management
15. Auto Assign Leads based on User Load , Round Robin , Territory , any conditions
16. Appointment Scheduling
17. Flexibility to define Lead Source, Campaign , Sales Stage etc.
18. Macro to Micro level user restriction
19. Attachment of Business Card to Lead
20. Customised Dashboard & Workspace

& many more... #frappe #erpnext #crmsolutions #opensource

CRM
Buying

Buying

Buying/ Purchase Module of ERPNext Version 15

Features :
1. Item , Item Group
2. Multiple Unit of Measurement (UOM) Conversion
3. Separate Default Stock UOM and Purchase UOM
4. Auto Reorder
5. Serialised / Batch Item
6. Item wise default for accounting, warehouse , supplier etc
7. Supplier Scorecard
8. Request for Quotation to Multiple Suppliers on oneclick
9. Supplier Grouping , Tagging
10. Supplier Quotation & Comparision
11. Supplier Portal
12. Purchase History
13. Full Buying Cycle
14. Material Request > Request for Quotation > Supplier Quotation > Purchase Order > Purchase Receipt (GRN) > Purchase Invoice
15. Landed Cost Voucher
16. Procurement Tracker
17. Auto Notification
18. Purchase Analytics
19. Powerful Purchase Analytics Report
20. Subcontracting Management
21. Super easy co-ordination

and many more... #erpnext #frappe

Selling

Selling / Sales Module of ERPNextV15
👍 💪 👌

Features :
1. Customer / Customer Group / Territory wise price-list
2. Multi Currency Sales
3. Sales Analytics
4. Sales Order Management
5. Promotional Scheme
6. Pricing Rule
7. Proforma (prepayment) Invoice
8. Auto Email
9. Dashboard
10. Workspace
11. Report Builder
12. Point of Sale
13. Sales Partner (External)
14. Sales Person (Internal)
15. Commission Tracking
16. Inactive Customers
17. Multiple Address / Contacts of a Customer
18. Customer Group wise Receivable
19. Customisation Friendly
20. Integrate with marketplaces like #amazonfba ,#flipkart #walmart #shopify #ecommerce #woocommerce
all this on single platform
21. easily co-ordinate with all team #pre-sales #crm #manufacturing #production #procurement #inventory

Selling
Manufacturing

Manufacturing

🏭 Manufacturing / Production in ERPNext Version 15

Good News for all Manufacturers , get all features without exceeding your IT budget

Features :
1. Multilevel , multi-version BOM
2. BOM Costing based on Valuation Rate , Last Purchase Price, Price List
3. By-product / Scrap Management
4. Process Loss
5. Fixed Operation Cost per Finished Good (FG) Item
6. Process / Operation Cost
7. Route for Multiple Operations
8. Production Planning
- Make to Order
- Make to Stock
9. Auto Material Request for Required Raw Material
10. Work Order Management
11. Work Order Gantt Chart / Calendar View
12. Job Card
13. Production Capacity Planning
14. Correction Process
15. Workstation
16. Process Cost
17. Downtime Entry
18. Forecast based on Exponential Smoothing
19. Reservation for Production
20. Material Consumption
21. BOM Update Tool
22. Subcontract for sub assembly

& much more....
#frappe #erpnext

Stock

Stock Inventory Management in ERPNext Version 15
📦 Features :
1. Warehouse (Tree Structure)
2. Stock Transactions : Material Receipt / Issue / Transfer
3. Stock Balance
4. Stock Ledger / Register
5. Warehouse wise Stock In Hand Account
6. Item wise Stock Valuation Methods : LIFO,FIFO, Moving Average
7. Stock Reconciliation
8. Stock Ageing Report
9. Stock Reservation & Put-away Rule
10. Inventory Dimension (unlimited)
11. Projected Quantity Report
12. Customer Provided Items
13. Subcontract to Vendor/ Supplier
14. Quality Inspection
15. Item Shortage Report
16. Auto Reorder
17. Item Alternate
18. Product Bundle
19. Material Request
20. Item Variant
21. Serialised / Batch Items
22. Perpetual / Periodic Inventory
23. Multiple UOM (Unit of Measurement) Conversion

& lots more
#frappe #erpnext

Stock
Support

Support

Support / HelpDesk in ERPNext Version 15

Once again two options for users
1. Frappe Helpdesk (hashtag#frappehelpdesk) a full fledged dedicated Support Module with slick UI/ UX and focused on core operation of support
2. Support Module
Features :
1. Ticket / Issue Management
2. Service Level Agreement full configurable based on several parameters : working hours/ days & holidays , Priority Level , Customer Group , Customer etc.
3. Post Sales Service / Claims
4. Warranty Claims , Warranty Expiry based on Serial No
5. Maintenance Schedule
6. Maintenance Visit as per Schedule
7. Categorise Issues based on your own Types / Priority matrix.
8. Handle client as well as internal tickets.
9. Auto create issue from incoming emails.
10. Scalable to integrate with 3rd party platforms like PBX , MyOperator

#frappe #erpnext #helpdesksupport

HR

HR in ERPNext Version 15

1. Staffing Plan
2. Job Requisition
3. Job Opening
4. Job Applicant
5. Interview Process
6. Job Offer
7. Appointment Letter
8. Employee Management
9. Employee Onboarding
10. Employee Promotion
11. Employee Transfer
12. Employee Grievances
13. Training Program
14. Training Events
15. Training Result & Feedback
16. Employee Seperation
17. Daily Work Summary
18. Appraisal Cycle & Appraisal
19. KRA, Goals & Performance Feedback
20. Shift Types, Shift Assignments & Shift Request
21. Attendance
22. Attendance Request
23. Employee Attendance Tool
24. Upload Bulk Attendance
25. Timesheet
26. Expense Claim
27.Employee Advance
28. Fleet Management
29. Travel Request
30. Leave Management
31. Leave Types
32. Leave Period
33. Leave Policy
34. Leave Policy assignments
35. Leave Application
36.Compensatory Leave Request

HR
Payroll

Payroll

Payroll in ERPNext Version 15
1. Salary Component
2. Salary Structure
3. Salary Structure Assignment
4. Salary Slip
5. Payroll Period
6. Payroll Entry
7. Additional Salary
8. Employee Incentive
9. Retention Bonus
10. Loan
11. Loan Application
12. Income Tax Slabs
13. Employee Tax Exemption Declaration
14. Employee Benefit Claim
15. Employee Benefit Application

Framework Features

1. User, Roles Permission
2. System Settings / Global Defaults
3. Notifications, Emails, SMS
4. Auto Assignment Rule,Auto Repeat
5. Connection, Dashboard, Report
6. Print Format, Letter Head
7. Attach File
8. Communication , Comment , Audit
9. Workflows
10. REST API
11. Web Portal , Web Forms
12. Website, Blog
13. Doctypes -Fields
14. Customization Friendly
15. Workspace
16. Awesome Global Search bar
17. Module Navigation
18. DocType
19. Views : Form, List, Report, Kanban, Calendar, Tree, Dashboard
20. Bulk Action
21. Timeline(audit trail): Comments, Communication
22. Assign, Notification
23. Menu, 3 dots (ee-lip-siss) 24. Connection/ Business Intelligence
25. Tag
26. Print View
27. Email Pop-up Template
28. Data Export / Import
29. Login With Email Link
30. Get anonymous response from webforms
31. Reports

Framework Features