Create multiple companies with each company having its own flexible Chart of Accounts.
Do your transactions in multiple currencies. Buy and sell in different currencies in the same Invoice.
Maintain your book of accounts with Journal Entries, Sales and Purchase Invoices. All accounting and business entries are automatically updated in the General Ledger.
ERPNext has a tax template that can map taxes from any country including Value Added Taxes (VAT)
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.
Get standard financial reports like Trial Balance and Accounts Payable (AP) and Accounts Receivable (AR).
Create your lead database, get a view of your pipeline, get reminders from your calendar and track communication history.
Update your database of Opportunities and get convert more by sending timely quotes.
Prepare and send fully formatted Quotations with all Item details, including pictures, pricing and detailed terms and conditions. Track conversions into Orders
Track shipping / billing status across all orders to ensure on-time delivery and material planning.
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.
Set sales targets across Territories and Sales People and allocate sales to multiple sales people. Track commission and other information.
Maintain Items across Warehouses. Set Item Price Lists and Taxes for detailed item cost tracking.
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.
Move items from and to various warehouses and "back-flush" inventory based on Bill of Materials.
Maintain a database of unique Serial Numbers for items that require traceability and to warranty and maintenance contracts.
Create and manage batches of inventory for expiry and other batch related information.
Update inventory, accounting ledgers and payments all in a simple Point-of-Sales (POS) form.
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.
Build and send Purchase Orders to your suppliers right from the system and track how much material is pending from which supplier.
Set limits on Over Supply and Over Billing and get warning if the Supplier is billing at a different rate or quantity.
Manage scenarios where you supply the raw-material to the sub-contractor to ensure that the right amount of material is sent and consumed.
Spread expenses over a number of Purchase Invoices retroactively in cases where you get bills after a period of time.
Keep a record of sampling measurements on incoming Items from your suppliers.
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 by combining Sales Orders and plan for material and operations.
Automatically calculate material required to complete a Production Plan based on Requested, Ordered, Actual and Reserved Stock.
Release item-wise Work Orders, build and review material consumed for production and back-flush inventory on closing.
Keep detailed records of your present and past employees including their work-history, skills, family information, health information.
Generate Payroll from Salary Structures created for employees based on tax rules, grade, department etc.
Enter or upload attendance information and generate monthly attendance reports based on leaves, holidays etc.
Create and respond to Leave Applications and keep track of leaves taken by each employee.
Track and approve expense claims made by employees for travel and other reimbursement expenses.
Set goals for each employee and rate and record performance against the goals.
Automatically pull support issues from your support email id and website and track status, respond and allocate.
Create issues against Serial Numbers and identify quickly whether the item is under warranty or maintenance contract (AMC).
Create maintenance schedules for equipment maintenance and get reminders on upcoming visits.
Record information of engineer visit reports for future reference and quality analysis.
Create projects and tasks and allocate tasks to users. Get a Gantt Chart of all tasks allocated.
Track purchases, sales orders against projects and