Track inventory levels, stock replenishment, manage sales orders and customers, suppliers, shipments, deliverables, order fulfilment all in one tool.
Dashboards provide an at-a-glance view of key performance indicators relevant to the business processes. With provision to create configurable accounting dimensions and customisable dashboards, you can now analyze each component of your business in one place. All critical data of your Sales and Purchases for a quick glance.
Thousands of product permutations in different colours, fabrics, metals, finishes, shapes and sizes, creating enormous complexity. In ERPNext, the primary Item will be considered as an Item template and each of the variations will be an Item Variant based on Item Attributes to distinguish based on Colour, Shape, Capacity, Size and so on.
Integrated inventory so that you have a realtime view of the availability of products, managing stock levels in various locations with warehouses, stock transfers, and so on. Serialised Inventory feature comes in handy for maintaining each unit serially. Or if you need to set up a naming series for your items, you can use the Serial No that tracks the whole lifecycle of the item from its procurement or manufacture to sale and delivery. Also, scanning barcode via your device camera gives you blazing fast search for quicker results.
Batched Items can be easily managed with this integrated inventory - maintain manufacturing date, expiry dates, analyse expiry of items, and so on. Scanning barcode via your device camera gives you blazing fast search through the hierarchy of your stock lots to make faster decisions. You can also setup auto-batch naming so that all your team has to worry about is procurements & sales, not maintaining batch IDs.
Be it Shopify, WooCommerce or Amazon MWS, if you do business with these third party sales apps, you can seamlessly integrate Items, Customers and Sales Orders into ERPNext. In this way, all software aspects of your business stay integrated and in one place. 4-click configurations that can make your closing sales smoother and your life, easier.
First impressions matter. Beautify your quotations easily with custom print format templates using HTML or Jinja templating. Consistency is a key to business and this CRM software guarantees it with a one-time configuration for ensuring documents sent out are original and flawless.
Use Email Campaigns for targetted marketing - a planned schedule of emails to be sent within a particular time frame. Reap the benefits of campaigns for analysis lead sources. Send bulk emails to your customers with fancy Newsletters. A CRM tool that soars your chances of lead closure.
Maintain a clean and crisp ledger of accounts to avoid mismatches when closing accounts. Track your income and expenses - be it deferred or accrued, set up notifications for period closing, control your cash flow. Advance payments can be recorded and reconciled in one go.
Accounts Receivables is the balance amount your Customer owes you towards the Sales Invoices you have already sent to them. You can import the accounts receivables details using the Opening Invoice Creation Tool.
If you work with clients, you'll love the portal. Get everything on the record with your clients and your team. Using the portal, the client can not only view project status but also raise support issues, quick scan of invoices billed, and so on. You can use it for announcements as well! Give your customers a full-fledged, flawless experience while they await the delivery of your services.
Avoid stranding important emails by synching your email accounts in the project management software. Smooth communication with all stakeholders (be it the internal project team members or external clients) and provision to setup auto-replies for all incoming emails. The trail of the correspondence - all in one place.
Provision to upload and share multimedia files such as images, videos, documents. You can choose to upload the file directly or it's web link. Since projects can be complex and require external documents too, everyone will have a common place to seek all important documents pertaining to a project or a task. Accessibility made easy.
To prevent stockouts, you can track an item's reorder level. When the stock level goes below the reorder level, this manufacturing ERP software will create an automatic material request. This facilitates quicker, smarter and timely replenishment of inventory, thereby reducing chances of stock exhaustion and preventing the potential risk of stockouts.
Introduced for large-scale retailers and distributors, managing discounts, margins based on rate or amount was never easier. With promotional schemes, manage the pricing of multiple Items/Groups based on different parties and conditions. A promotional scheme is linked to a pricing rule, against each slab system (product or price) that will generate the pricing rule which will then be applicable.
Suppliers are companies or individuals who provide you with products or services. The options to Warn RFQs, POs, Prevent RFQs, POs will be available. Your supplier's currency can be different from your company currency. If you choose USD for a supplier, then the currency will be filled as USD and the exchange rate shown for future purchase transactions.
Remove unnecessary overheads. Use the Supplier Self Service Portal and empower your suppliers to manage themselves. Submission of RFQs, automatic Supplier Quotations, access to open Purchase Orders, Receipts as well Invoices. Suppliers can also raise Purchase Invoices for fulfilled orders. These invoices can be verified by your internal team for final approval.
Accounts Payables is the balance amount you owe your Suppliers towards the invoices they have already sent you. You can import the open accounts payables details using Opening Invoice Creation Tool. Purchase Invoices will be created. You can post Payment Entry against these invoices as and when you make the payment. Track due date and ageing of all kinds of amounts from invoiced to due to credit or outstandings.
Reduce time spent on mundane tasks for products or services that require renewals after certain time periods. Use Subscriptions and get invoices generated automatically for subscription orders.
Transacting in different currencies? Imports vs Export denominations differ? Send invoices and add expenses in any currency and let the system convert them in your base (default company) currency. See financial transaction and reports in multiple currencies. Managing transactions in different currencies simplified.
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Map important data specific to your business by adding custom fields in your forms. Customise form behaviour by auto-fetching values, hide fields based on user roles, create custom Print Formats all without writing a single line of code. Create your own version of Project Management Software.
All the tools you need to attain business performance excellence with the world’s first smart, Do It Yourself ERP that helps users onboard quickly. Transform your organization with excellent documentation and video tutorials that facilitate a zero-touch ERP implementation.
Open Source Software for Modern Businesses
ERPNext has a host of built-in integrations that help your business take-off faster
Used by more than 5000 companies across the world
ERPNext is used by more than 5000 companies across the world