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.
Businesses have to manage thousands of product permutations in different colors, finishes, shapes and sizes. In ERPNext, the primary item is stored as an item template, and each of the variations is stored as an item variant.
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.
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.
Be it Shopify, WooCommerce or Amazon MWS, it’s easily to integrate ERPNext’s items, customers, and sales orders with third-party sales apps. It just takes a 4-click configuration to make sales smoother and your life easier.
Elegant Print Formats
First impressions matter. Beautify your quotations and keep documents flawless and consistent with custom print format templates (using HTML or Jinja templating) and one-time configuration.
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.
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.
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 while they await the delivery of your services.
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).
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). You can choose to upload files directly or use a web link.
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.
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. Promotional schemes will automatically change the applicable pricing rules.
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.
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. You can then verify these invoices for final approval.
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.
Don’t waste time sending renewal invoices every month. Use the Subscriptions feature to get invoices auto-generated for subscription orders.
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.
Self-Onboarding & Implementation
All the tools you need to achieve business excellence are part of the world’s first smart, DIY ERP. Transform your organization with excellent documentation and video tutorials that facilitate a zero-touch, super fast ERP implementation.