ERPNext

All-in-one app to manage your organization.

What Modules / App Does ERPNext Have?

Manufacturing Management	Sales and CRM
Purchase or SRM	Human Resource Management (HRM)
Customer Support and Maintenance	Project and Time Tracking
Website Builder and Content Management	Shopping Cart / Ecommerce from your Inventory

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Keep Track Of Every Transaction, Taxes, Billing And Budgets

Multi-Company Create multiple companies with each company having its own flexible Chart of Accounts.	Configurable Taxes ERPNext has a tax template that can map taxes from any country including GST.
Multi-Currency Do your transactions in multiple currencies. Buy and sell in different currencies in the same Invoice.	Cost Centers And Budgets Track your business expenses and income against cost centers and maintain account-wise budgets for each. ERPNext will warn/stop you from exceeding your budget.
Make Invoices, Journal Entries Maintain your book of accounts with Journal Entries, Sales and Purchase Invoices. All accounting and business entries are automatically updated in the General Ledger.	Trial Balance, Ledgers, AP/AR Get standard financial reports like Trial Balance and Accounts Payable (AP) and Accounts Receivable (AR).

 

Convert Leads, Send Quotations And Ensure On-Time Shipping

Items And Warehouses Maintain Items across Warehouses. Set Item Price Lists and Taxes for detailed item cost tracking.	Warranty And Traceability Maintain a database of unique Serial Numbers for items that require traceability and to warranty and maintenance contracts.
FIFO And Moving Average Get your stock valued as per First-in-first-out or moving average. Make back-dated entries and the system will forward-calculate your valuation.	Batch Inventory Create and manage batches of inventory for expiry and other batch related information.
Stock Entries Move items from and to various warehouses and inventory based on Bill of Materials.	Point Of Sale Update inventory, accounting ledgers and payments all in a simple Point-of-Sales "POS" form.

 

Manage Your Supply Chain And Stay On Top Of Your Purchases

Avoid "Out-Of-Stock" Purchase Requests help you identify items you need to purchase and are created either manually, or if an item crosses its re-order level or from a Production Plan.	Sub-Contract Items Manage scenarios where you supply the raw-material to the sub-contractor to ensure that the right amount of material is sent and consumed.
Track Purchase Orders Build and send Purchase Orders to your suppliers right from the system and track how much material is pending from which supplier.	Calculate Landed Costs Spread expenses over a number of Purchase Invoices retroactively in cases where you get bills after a period of time.
Avoid Over Supply And Over Billing Set limits on Over Supply and Over Billing and get warning if the Supplier is billing at a different rate or quantity.	Incoming Quality Keep a record of sampling measurements on incoming Items from your suppliers.

 

Manage Your Bill Of Materials And Plan For Production

Multilevel Bill Of Materials (BoM) Manage multi-level BoM and Operations for all sub-assemblies and final assemblies. Calculate material cost based on BoM.	Material Requirements Planning (MRP) Automatically calculate material required to complete a Production Plan based on Requested, Ordered, Actual and Reserved Stock.
Make Production Plans Make Production Plans by combining Sales Orders and plan for material and operations.	Release And Close Work Orders Release item-wise Work Orders, build and review material consumed for production and back-flush inventory on closing.

 

Manage Administrative Processes Like Payroll, Expense Claims And Leaves

Maintain Employee Records Keep detailed records of your present and past employees including their work-history, skills, family information, health information.	Leave Management Create and respond to Leave Applications and keep track of leaves taken by each employee.
Manage Payroll Generate Payroll from Salary Structures created for employees based on tax rules, grade, department etc.	Expense Claims Track and approve expense claims made by employees for travel and other reimbursement expenses.
Attendance Enter or upload attendance information and generate monthly attendance reports based on leaves, holidays etc.	Goals And Appraisals Set goals for each employee and rate and record performance against the goals.

 

Wow Your Customers By Making Sure All Queries Are Fulfilled On Time

Track Support Issues Automatically pull support issues from your support email id and website and track status, respond and allocate.	Schedule Visits Create maintenance schedules for equipment maintenance and get reminders on upcoming visits.
Manage Warranty Create issues against Serial Numbers and identify quickly whether the item is under warranty or maintenance contract (AMC).	Record Visits Record information of engineer visit reports for future reference and quality analysis.

 

Manage Budgets, Purchases And Time For Long Projects

Allocate Tasks Create projects and tasks and allocate tasks to users. Get a Gantt Chart of all tasks allocated.	Track Time Record time spent on each project / task via Time sheets for billing and reporting.
Set Budgets Track purchases, sales orders against projects and get a project-wise profitability and variance for "engineer-to-order" type of businesses.	Project Reports Get detailed reports of all pending activities, expenses and delivery schedules for complex projects.

 

Add Comments, Share Events And Keep Track Of All Your Co-Workers

Calendar Share events with co-workers and also track scheduled appointments with leads and visits.	Knowledge Base (Wiki) Create a simple Q&A based Knowledge system and keep track of questions and answers for various company rules, statutory info etc.
To Do Create and manage your to-do and assign transactions to other user's To Do to allocate work and manage workflow.	Messaging A simple messaging system for sending messages and documents to users from within the ERP.
Activity Log Get a log of all activities in the system from all users. See log-in log-out times and creation, updation of new records.	Dashboard And Email Summaries Get an accounting dashboard with all your sales, income, expense and profit trends. Setup system to send you daily, weekly, monthly summaries by email.

 

Setup Permissions To Ensure Each User Has Access To Only Needed Information

Roles Create custom Roles and assign roles to users and transactions.	Restrict By IP/Time Of Day Restrict users to access information within a certain IP or time of day.
Permissions Set role-based permissions on each transaction. Also create special permission rules to restrict access by user, company, department etc.	Transaction Approval Set approval rules based on amount etc. Setup separate roles to save transactions as "Draft" and "Submit" (release) transactions.

 

Customize To Your Taste And Setup Data Quickly By Importing Spreadsheets

Import From Spreadsheets Import tables such as Customer, Supplier, Item and reconcile Stock, Attendance etc. directly from a spreadsheet (CSV) file.	Add Custom Fields Add custom fields to any transaction based on your special business requirements.
Report Builder Build report on any table in the system and export the report to spreadsheet for further analysis.	Customize Forms, Prints Customize sequencing of fields, for editing and make custom Print Formats for Invoices, Quotations etc in HTML.