You can now analyze every component of your business in one place. Dashboards provide an at-a-glance view of key performance indicators and critical sales data.
Businesses have 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.
Be it Shopify, WooCommerce or Amazon MWS, it's easily to integrate ERPNext's items, customers, and sales orders with third-party sales apps. It just takes a 4-click configuration to make sales smoother and your life easier.
Our open-source CRM tool makes your lead closure soar. Use email campaigns for targeted marketing, send bulk emails to your customers with beautiful newsletters, and reap the benefits of your campaigns with granular analysis of lead sources.
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.
If you work with clients, you'll love ERPNext. Get everything on the record with your clients and your team. Using ERPNext, clients can not only view project status but also raise support issues, scan invoices billed, and so on. You can also 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 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).
Projects documentation can be complex, so it's important that everyone can access the files they need. ERPNext makes accessibility easy, with built-in uploading and sharing for multimedia files (such as images, videos, documents). You can choose to upload files directly or use a web link.
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.
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.
Managing transactions in different currencies is simple with our online accounting software. 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.
Create your own open source sales 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 sales 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.