erpnextEverything your business needs.
Keep track of every transaction, taxes, billing and budgets.
Multi-Company
Create multiple companies with each company having its own flexible Chart of Accounts.
Multi-Currency
Do your transactions in multiple currencies. Buy and sell in different currencies in the same Invoice.
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.
Configurable Taxes
ERPNext has a tax template that can map taxes from any country including Value Added Taxes (VAT)
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.
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.
Track Leads
Create your lead database, get a view of your pipeline, get reminders from your calendar and track communication history.
Convert Opportunities
Update your database of Opportunities and get convert more by sending timely quotes.
Send Quotations
Prepare and send fully formatted Quotations with all Item details, including pictures, pricing and detailed terms and conditions. Track conversions into Orders
Fulfill Orders
Track shipping / billing status across all orders to ensure on-time delivery and material planning.
Calculate Taxes and Discounts
Create multilevel item-wise tax and charges templates for easy order entry. Print Orders to include charges or taxes in item cost for simplified view to the customer.
Monitor Targets
Set sales targets across Territories and Sales People and allocate sales to multiple sales people. Track commission and other information.
Run an efficient business with accurate information of stock on hand.
Items and Warehouses
Maintain Items across Warehouses. Set Item Price Lists and Taxes for detailed item cost tracking.
FIFO and Moving Average
Get your stock valued as per First-in-first-out (FIFO) or moving average. Make back-dated entries and the system will forward-calculate your valuation.
Stock Entries
Move items from and to various warehouses and "back-flush" inventory based on Bill of Materials.
Warranty and Traceability
Maintain a database of unique Serial Numbers for items that require traceability and to warranty and maintenance contracts.
Batch inventory
Create and manage batches of inventory for expiry and other batch related information.
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.
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.
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.
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.
Calculate Landed Costs
Spread expenses over a number of Purchase Invoices retroactively in cases where you get bills after a period of time.
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 Bill of Materials and Operations for all sub-assemblies and final assemblies. Calculate manufacturing + material cost based on BoM.
Make Production Plans
Make Production Plans by combining Sales Orders and plan for material and operations.
Material Requirements Planning (MRP)
Automatically calculate material required to complete a Production Plan based on Requested, Ordered, Actual and Reserved Stock.
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.
Manage Payroll
Generate Payroll from Salary Structures created for employees based on tax rules, grade, department etc.
Attendance
Enter or upload attendance information and generate monthly attendance reports based on leaves, holidays etc.
Leave Management
Create and respond to Leave Applications and keep track of leaves taken by each employee.
Expense Claims
Track and approve expense claims made by employees for travel and other reimbursement expenses.
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.
Manage Warranty
Create issues against Serial Numbers and identify quickly whether the item is under warranty or maintenance contract (AMC).
Schedule Visits
Create maintenance schedules for equipment maintenance and get reminders on upcoming visits.
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.
Set Budgets
Track purchases, sales orders against projects and