Dashboards provide an at-a-glance view of key performance indicators relevant to the business processes. With customizable dashboards, you can now analyze each component of your business in one place. It's all your critical supply chain data at a glance.
It's enormously complex 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.
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.
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.
RFQs are sent to suppliers to get a "pro-forma" or quotation for requested items. First impressions matter, so keep your RFQs beautiful and consistent with custom print templates (using HTML or Jinja templating) and one-time configurations.
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). Send RFQs and receive responses in supplier quotations from within the system.
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.
A supplier quotation is a document by a potential supplier specifying the cost of goods or services they'll provide within a specified period. It may also contain terms of sale, terms of payment, and warranties. In ERPNext, your suppliers can respond to your RFQ on the supplier portal and a draft supplier quotation will be automatically created.
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.
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.
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.
Managing transactions in different currencies? Different import/export denominations? 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.
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.
Create your own open source supply chain software. Map your most important data by adding custom fields in your forms. Customize form behavior by auto-fetching values, hide fields based on user roles, and create custom print formats all without a single line of code.
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.