Version 16 Module-wise Features

Accounting

Accounting

Accounting Module ERPNext Version 16
The most scalable Accounting Module with unlimited Accounting Dimensions !

1. Customizable templates for financial statements
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. Share Management
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 Smooth Auditor Friendly Navigation
21. Track Changes / Timelines
22. Macro to granular access control
23. Expense Claim - Advance - Reimbursement
24. Performance optimisation for accounting reports
25. Landed cost for stock entries & subcontracting receipts
26. Consolidated trial balance
27. Performance optimisation for accounting reports
28. Landed cost for stock entries & subcontracting receipts
29. Enhanced budgeting
30. Refactored TDS.
31. Stock accounting based on Item / Item Group
32. Separate COGS and Service expense accounting
and tons of more features !!

CRM

CRM/ Pre-Sales in ERPNext V16 !

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

Showing option # 2 here having great features
1. Lead ( Inquiry) Management , quickly customise in minutes the form as per your needs to capture inquiry information
Segregate Leads (Inquiry) by Source , Territory, Type of Inquiry
Auto assign leads based on any field
Followup Leads , Schedule Calls / Meeting
Take Internal Notes
Auto / Manual Communicate with Lead via / Emai & Whatsapp
Monitor Leads by Sales Manager / Head. 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 Level Triggers , Safety Stock , Lead Times
5. Serialised with Warranty Information , Batch/ Lot Item with Expiry
6. Item wise default for accounting, warehouse , supplier etc
7. Supplier Scorecard
8. Request for Quotation to Multiple Suppliers on one click
9. Supplier Grouping , Tagging
10. Supplier Quotation & Comparison
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. PO Workflows , Advance Payments / Email to Supplier
16. PO Receipt vs Billing Tracking
17. PO With Supplier part NO
18. Link PO with Material Request / Customer Sales Order 19. PO to Default Supplier
20. Multi Currency PO
21. PO with Terms & Conditions / Payment Terms
22. Create PR from PO on one click and hit Stock Assets / Accounts Ledger on each transaction
23. Landed Cost Voucher to increase valuation of the goods received
24. Procurement Tracker
25.. Auto Notification
26. Purchase Analytics & Purchase Order Analysis
27. Purchase Register & item wise History
28. Subcontracting Management
29. Super easy internal & external co-ordination

and many more... #erpnext #frappe

Selling

Selling / Sales Module of ERPNext V16
👍 💪 👌

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 16

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 16
📦 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
24. Item Lead Time - to capture Manufacturing & Purchase Time
25. Stock Accounting based on Item / Item Group
26. Separate COGS and Service expense accounting

27. Landed cost for stock , purchase entries & subcontracting receipts
28. Serial and batch traceability report

& lots more
#frappe #erpnext

Stock
Support

Support

Support / HelpDesk in ERPNext Version 16

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 16
Recruitment to Exit , Check In to Payroll , Leave & Expense Management everything under one hood
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
37. OverTime Management 38. Arrears & loss-of-pay correction
39. Multi-currency Expense Claims
40. Employee Benefits
41. Leave Adjustments
42. Earned Leave Schedule
43. Holiday List
44. Birthday / Work Anniversary Reminders

HR
Payroll

Payroll

Payroll in ERPNext Version 16
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. Completely redesigned Workspace (desktop, module cells, navigation)
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
32. 2x performance vs V15
33. Role-based field masking
34. Enhanced List View: scrollable, resizable columns, unlimited fields, etc
35. Scrollable child tables with sticky columns
36. Chrome-based PDF converter

Framework Features
GST

GST

GST India Compliance in ERPNext Version 16
Relax now do everything from ERPNext related to GST , no need to go the GST Portal

1. Auto Check GST Status of the Customer & Supplier
2. Auto Apply GST Tax Template based on the in-state & out-state
3. HSN Code wise Tax Template
4. Item wise Tax Template
5. Change GST Rate anytime w.e.f. date concept for any item
6. Check GSTR-1 Report Summary & Detail View
7. File GSTR-1 on One click
8. Auto Reconcile GSTR 2-B against supplier invoices
9. One Click to Email Suppliers for the missing invoices
10. Handle RCM with just one flag
11. Item wise GST Sales Register
12. Item wise GST Purchase Register
13. GST Sales Register
14. GST Purchase Register
15. GST Tax Rate wise Summary
16. GST Account wise Summary
17. Auto E-Invoice & e-way Bill
18. GST Job Work Stock Movement
19. GST Return Log
20. GST Inward Supply
21. GST Balance Report
22. GST Advance Detail 23. GST IMS ( Invoice Management System)
24. GSTR 3-B
25. HSN Wise inward & Outward Supplies

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

Assets

Fixed Assets Management in ERPNext Version 16
Fully Integrated Assets Module with HR , Accounts & Maintenance Team

1. Asset Category
2. Asset Creation with all details : Custodian, Location,Purchase, Insurance, Warranty etc.
3. Asset Category based default accounts
4. Capital Work in Progress Assets
5. Fixed Asset Register : view Asset List Location wise, categorywise etc.
6. Asset Depreciation via various methods: Written Down Value, Straight Line, Doube Dicline , Manual
7. Track Asset Movement from among location & custodians
8. Assets Maintenance Schedule & log
9. Asset Repairs : Consume Stock , Service , Other Asset
10. Asset Value Adjustment
11. Asset Sales : book gain & loss
12. Scrap Asset
13. Auto Create Asset on Purchase
14. Asset Depreciation Ledger
15. Auto Book Journal Entry for Depreciation as per defined schedule
16. Asset Connections
17. Asset Documents : Warranty , Insurance , Supplier Invoice
18. Asset barcode / QR Code generation
19. Opening Asset Import via excel , csv, google sheet
20. Asset Accumulated Depreciation for existing asset

Assets
Project

Project

Project /Task in ERPNext Version 16

Helps to track Task, Inventory, Purchase, Sales , Manufacturing & Accounts with respect to Project. Features :
1. Project Tracking
2. Multiple Task under project
3. Financial Statements (Balance Sheet, P&L, General Ledger) based on Project
4. Expense Claims Tracking based on Project
5. Project Template with standard task list for similar projects
6. Project Cost / Margin Tracking
7. Project Completion : Multiple Methods : No. of Tasks, Task Weightage , Manual , M
8. Invite Client to Track Project on Customer Portal
9. Assign and Track Delayed Task.
10. Link Dependent / Parent Task
11. Gantt View / Calendar View / List View / Report View / Tree View for Project Task Tracking
12. Track Project Task Activity via Timesheet .
13. Activity Based cost , Employee based Activity Cost,Bill Clients based on Timesheets
14. Attach relevant files to project & tasks
15. Project wise Inventory Tracking
16. Project Dashboard/ Workspace

Quality

Quality Module in ERPNext Version 16


1. Quality Inspection for Inward / Outward / In Process Items
2.Item based Quality Inspection Template
3. Subjective & Objective Quality Inspection Parameters
4. Quality Inspection Linking with the Purchase Receipt ( Goods Inward)
5. Quality Inspection Linking with the Delivery Note ( Goods Outward)
6. Quality Inspection Linking with the Manufacturing ( Finished Goods )
7. Quality Inspection status based control configuration to stop / warn
8. Sample qty , batch based Quality Inspection
9. Quality Goal
10. Quality Procedure for Standard Compliance
11. Non- Conformance Report
12. Quality Feedback
13. Quality Review
14. Quality Action
15. Quality Meetings

Quality
Tools

Tools

ERPNext v16 Tools Module
No need for additional software for tasks, automation & data management

1. Import & Export Business Data Easily
2. Bulk Update Multiple Records at Once
3. Download Complete System Backups Anytime
4. Recover Deleted Documents with One Click
5. Manage Tasks and Follow-ups using ToDo
6. Plan Work using Calendar & Notes
7. File Manager for Central File Storage
8. Email Account & Domain Configuration
9. Email Templates for Standard Communication
10. Design Print Formats for Invoices & Orders
11. Print Settings & Custom Headings like “Tax Invoice”
12. Notifications for Approvals, Payments & Reminders
13. Auto Email Reports (Daily / Weekly / Monthly)
14. Auto Assignment Rules for Support & Sales
15. Auto Repeat & Milestones for Automation

Powerful internal tools to automate, organize & streamline your daily ERP operations

Website

ERPNext v16 Website Module
Build a fully functional business website integrated with ERP workflows

1. Create & Publish Dynamic Web Pages
2. Design Online Web Forms for Enquiries, RFQs & Feedback
3. Manage Portal for Customers & Suppliers
4. Customize Menus, Navbar & Website Footer
5. Website Settings for Logo, Branding & Languages
6. Manage SEO Settings like Meta Title & Description
7. Upload & Manage Website Banners & Images
8. Create Themes and Control Website Look & Feel
9. Publish Blogs, Help & Product Pages
10. Add Custom Scripts for Extra Functionality

#ERPNext #WebsiteModule

Website
Integration

Integration

ERPNext v16 Integrations Module
Automate data sync, communication & authentication

1. Integrate Business Apps using Webhooks
2. Connect Google Contacts & Google Calendar
3. Configure Google Service Credentials
4. Enable Login with Google / Social Login Keys
5. Setup LDAP Login for Enterprises
6. OAuth Client for Authorizing External Apps
7. OAuth Provider for Single Sign-On (SSO)
8. SMS Gateway Settings for OTPs & Alerts
9. Slack Webhook for Team Notifications
10.Push Notification Settings for Mobile Alerts