Shareholder management is new in Version 11

ERPNext allows you to keep a track of all your Shareholders and maintain Share Transfers, Share Ledger and Share Balances.

A shareholder is any person, company or other institution that owns at least one share of a company’s stock. Because shareholders are a company's owners, they reap the benefits of the company's successes in the form of increased stock valuation. If the company does poorly, however, shareholders can lose money if the price of company stock declines.

A shareholder is uniquely identified by the Shareholder ID. Normally this ID is a naming series starting with 'ACC-SH-'. Also as soon as the Shareholder makes even a single transaction, a Folio number is allocated to him. This also is a unique to the Shareholder.

1. How to create a Shareholder

  1. Go to: Accounts > Share Management > Shareholder > New.
  2. Enter name of the Shareholder.
  3. Enter contact details etc,.
  4. Save.

Create Shareholder

A Shareholder can avail the features (operations) in the Share Transfer process.

Note: Shareholders are separate from Contacts and Addresses. A Shareholder can have multiple Contacts and Addresses.

1.2 Contacts and Addresses

Contacts and Addresses in ERPNext are stored separately so that you can attach multiple Contacts or Addresses to Shareholders, Customers and Suppliers.

  1. Share Transfer
  2. Share Reports