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Home ERPNext Modules | Apps | Features

ERPNext Modules | Apps | Features



ERPNext Modules consist of various versatile apps that can cover a range of business verticals. Since ERPNext is an open source ERP software there is a mix of generic modules for business organizations such as manufacturers, distributors, and services companies. It includes modules like accounting, CRM, sales, purchasing, website, eCommerce, PoS(Point of Sale), Manufacturing, Warehouse, Project Management, inventory, and services. Also, it has domain-specific modules like schools, healthcare, agriculture, and non-profit.

Modules in ERPNext software can be further customized as per the business requirements. Nowadays, small and medium-sized businesses (SMEs) also face some of the problems that large enterprises do. One of them being planning and managing their resources. SMEs face similar complexities but have limited resources to deal with them.

Small businesses (like their bigger counterparts) have to:
● Do accounts to track their sales/purchases.
● Do their taxes.
● Pay their employees.
● Manage deliveries within promised timelines.
● Deliver quality goods and services.
● Communicate with customers, answer their queries.

ERPNext Apps are Modules that help businesses to make use of ERPNext Software at the Optimum Level. There are various Apps & Modules available for different Businesses to cater to their ERP requirements. You can purchase or download the Github store based on the requirements. ERPNext backend is MariaDB as a database system using Python for frontend which is based on a server-side framework.

ERPNext contains these modules:

Sales:
● Sales Management
● Point of Sales (PoS)
● Customer Relationship Management (CRM)
Business Management:
● Purchasing
● Human Resource Management (HRM)
● Asset Management
● Accounting
● Warehouse Management System
● Manufacturing
● Project Management

ERPNext Modules and apps listERPNext is the perfect example to Organize manage the work of each department in this software. ERPNext is an Open source Web-based Application System that usually focuses on Small and Medium-sized Businesses. The main features of ERPNext are its Accounting, Project and Task Management, Sales, Purchase, Inventory, CRM, Administration, HRM, Manufacturing, and Website.ERPNext is the Most suitable for Businesses in Manufacturing, Rental, and Distribution spheres. All Extensive Functions are integrated into a single Platform for Easy Management.

How is ERPNext Different?

  1. ERPNext is a 100% Open Source and will continue to be so. There are no closed modules in ERPNext.
  2. Upgrades are free. We don’t have to buy an enterprise license to update/upgrade. ERPNext instance for new versions that have more features, better performance, and security
  3. There are no paid apps in ERPNext. ERPNext comes with batteries included so most of the features we need are already built into the product out of the box.
  4. ERPNext is built by the community. ERPNext is backed by two organizations, a SAAS service run by Frappé Technologies and a Foundation (established recently), and is run with feedback and contributions from the community.

The Architecture of ERPNext

ERPNext has a Model-View-Controller architecture with metadata modeling tools that add flexibility for users to adapt the software to unique purposes without the need for programming. Some attributes of the architecture are:

ERPNext is built with Model View Controller architecture, Metadata Modeling Tools which make ERPNext Users flexible usage and adopt the software with unique purposes without the need for a programming background. Flowing are some attributes that are in the architecture of ERPNext:

  • All the Views are directly generated in the browser and All Objects are in DocTypes.
  • The Interaction between Client and Server is done via JSON Data objects with Representational state transfer (RESTul) support Server.
  • There is a provision for Plugin code on the Client and Server Side.
  • The Web Application framework is Maintain as a separate Open Source project. Frappé started as a web-based metadata framework inspired by Protégé.
  • This Architecture allows Rapid Application Development (RAD).

Main ERPNext features:

  • Cross-compatibility: Since ERPNext is an online tool, it can be used on a wide variety of platforms and devices.
  • Flexibility: Metadata modeling allows customizing applications without programming.
  • The comprehensive user interface: Enhanced UI was designed to be understandable, productive, and easy to use for User.
  • Organization: Simple social network, Calendar, and Messaging service, built-in to-do lists, and projects. Time log entries, embedded reporting system with office suite integration.
  • Accounting and Billing: Multi-currency and Multi-country support, Powerful Accounting with Tax calculations, respective company’s chart of accounts, and Cost centers. A wide range of reports, built-in tools for bank and payment reconciliation, payment vouchers.
  • Sales and CRM: Reports for all respective company’s sales, quotations, support requests, newsletters, management, and communication with both existing and potential customers.
  • Inventory Management: Inventory, Warehouses, Inventory Valuations, Managing the stock either Batch-wise or by Serial Numbers of items.
  • Manufacturing: Production Planning Tool helps to plan production and materials.
  • HR: attendance/leave management, expense claims submission, payroll, appraisals, etc.
  • Website and Shopping Cart: Users can generate a fully functional and styled website with their product catalog and shopping cart.

Selling:

The selling Module is the Sales communication module where we communicate with customers with priority. In it, we can manage all the communication even with a small team for handling. ERPNext helps the sale by keeping all your documents in an organized and searchable manner while communicating.

Sales management module ERPNext

Quotation: A quotation is an estimated cost of the products/services you’re selling to your future/present customer

Quotation management in ERPnext

Sales Order: A Sales Order is a confirmation of an order from Customer
Brand
Blanket Order: A Blanket Order is an order Contract for specific items over a time period with negotiated rates.

Blanket sales order or contract management

Sales Analytics: Sales performances, Analyze sales data in different formats view

Sales Analysis and analytics in ERPnext

Sales Partner: Sales Partners are people or companies that assist in getting business.
Adding Margin: User can set a Margin on Quotation in sales Item.
Drop Shipping: It is a Supply chain Management technique for the retailer to deliver the product.
Shipping Rule: it is Use to Define Shipping chargers on the sales order.

Dropshipping

PoS Point of Sales
A PoS is a use for a retail transaction with a respective place in real-time.

ERPNext Point of sales - POS Module

Prerequisites: Create a Profile on Pos as per User

Create POS user in ERPNext

PoS Invoice: Edit Rate and Discount as per the list of Items.
Adding Item: Select Item as per need of Customer and Barcode with Serial Number for the respective product item with automatically added to cart.
Change Amount: PoS calculates the extra amount paid by the customer and that amount of cash to return with the respective PoS profile.

POS invoice

Accounting
Manages all accounts, transactions, and taxes easily with ERPNext.
Accounting Entries: The key sources of Information of an account are Accounting entries which are used to prepare, verify, and Audit with respective financial statements.

Accounting module in ERPNext

Chart of Accounts: Chart of Accounts is a tree view of Ledger accounts that are required to manage respective books of accounts.

ERPNext Chart of Accounts

Account Dimensions: Dimensional Accounting allows the user company to separately maintain multiple accounts segments like Branch, Business Unit, etc.

Account Dimensions

Journals Entry: A standardized transaction that affects multiple accounts and the sum of debits is equal to the sum of credits.

Journal entries in ERPNext

Payment Entry: Accounting entries that can be made against invoices, sales and purchase orders, expense claims, etc.

Payment Entries in ERPNext

Dunning: A document to send for persistent demand debit payment.

Dunning in ERPnext

Advance payment Entry: the Payment Details of Advance Payment before accepting Delivery of the Product item.

Advance payments entries

Sales Invoice: a sales Invoice is a bill that is sent to the customer, On submission of account in receivable are updated and income is booked.

sales invoice management

 

 

 

Purchase Invoice: Purchase Invoice is the exact opposite of the Sales Invoice. Here user accrues expenses to your Supplier. Making a Purchase Invoice is very similar to making a Purchase Order.

purchase invoices

PoS Point of Sales: A Point of Sale refers to the time and place where a retail transaction takes place.

POS invoices

Pricing Rule: A Pricing Rule has many options using which you can control the pricing of an Item. Filters like quantity, date, groups, and other conditions can be set.

pricing rules

Bank Reconciliation: A Bank Reconciliation entry is used to match ERPNext account statements with your bank account statements.

Bank reconciliation

Payment Reconciliation: Payment Reconciliation is used to link payment with invoices.

Payment reconciliation

Accounting Reports: Accounting Report like Company and accounts General Ledger, Accounting Statements, Taxes, Budget and Cost Center, Analytics, Party Wise Trial Balance, and Customer Credit Balance.

accounting reports

reportings in accounting

Advanced Accounting
Muti currency: Accounting entries in multiple currencies. For example, if the user has a bank account in foreign currency, the user can make transactions in that currency and the system will show bank balance in that specific currency only.

advance accounting

Deferred Revenue: Deferred revenue refers to advance payments a Company receives for products or services that are to be delivered or performed in the future.

deferred revenue

Subscription: In this user can offer a service that requires renewal in a certain time period or the user pays some monthly expenses like rent (yearly, monthly, quarterly, etc.), the user can use the Subscription feature in ERPNext to track them. The Subscription master captures all the details required for the auto-creation of Sales or Purchase Invoices.

erpnext subscription management module

Invoice Discounting: Invoice discounting is the practice of using a company’s unpaid sales invoices as collateral for a short-term loan, which is issued by a bank or a finance company.

invoice discounting

Shareholder: A Shareholder is someone who owns shares of a Company.

shareholder management module

CRM
Tracking the presales process from Lead capturing, tracking open Opportunities, to emails and calls.

customer relationship management module

Lead: a lead is a potential Customer who is interested in user-product items or services.

 

lead management

Sales Person: Sales Person is a person who is assigned to sells company products or services.

sales person

Customer: A customer is someone who receives services or products from a seller for a Monetary consideration person.

customers

Sales Person: Sales Person is a person who is assigned to sells company products or services.

sales management

CRM Analytics: To analyze user can funnel Sales and Quantify the number of Prospects at every stage of the process and you can get an idea as peruse potential customer

crm analytics

Appointment: appointment Document type can be used to manage and schedule appointments with a lead or opportunity.

appointments

Social Media Post: Social Media Post is used to create and schedule posts for LinkedIn and Twitter.

social media

Buying

Manage Purchasing In ERPNext right from material Requisition, Supplier Quotes to Purchase Order

Supplier: The supplier is the contact person or Company from whom the user provides the Product item or Services.

RFQ- Request for Quotation: An RFQ is a Document that an Organization send to a supplier to ask Quotation for a Product Item and the Document can be sent to one or more suppliers

  1. To Create RFQ : Open Request for Quotation and click on Supplier Quotation > Create.

  1. Select the Supplier: On Clicking on the supplier again. In this page, click on the “+” Icon next to ‘Supplier Quotation’. A new Supplier Quotation page will be opened, the user has to enter the quantity, rate and submit it.

Supplier Quotation: A supplier Quotation is a document by the potential supplier specifying the cost of the Product item or services for a specified period of time.

3.Enter the Prices with respect to Product Item

4.After Submission: The System will Create Supplier Quotation in drafted state with respective Supplier.The user has to review the Supplier Quotation and submit it. When all items from the Request for Quotation have been quoted by a Supplier, the quote status is updated to ‘Received’ in the Supplier table of ‘RFQ’.

5.No Quote from supplier: We can configure the Product Item without RFQ from the Supplier directly to a respective Supplier by enabling the checkbox button of “ No Quote “after the Request for Quotation has been submitted. The No Quote box can be seen on expanding a Supplier row by clicking on the inverted triangle at the right-hand side.

Purchase Order: A Purchase Order is a Binding Contract with your Supplier that you promise to buy a set of Product Items with some condition.

Supplier Group: A Supplier may be distinguished from a Subcontractor for product deliverables.

Human Resources

Leave and Attendance Tracking, Expense Claims, Salary, Payroll, Recruitment, Performance, and More.

Employee: A person who works under a contract of employment, and has recognized rights and responsibilities with duties is Employee

Department: The Department is the Company assign and Organization them to employees

Health Insurance: Mange Health insurance for employees user within ERPNext.

Staffing Plan: ERPNext allows to plan and make a budget for new hiring for a time period.

Job Opening: User can make a record of opening Vacancies in your company using Job Opening

Job Applicant: User can maintain a list of People of applicants for Job Opening.

Job Offer: User can give to Selected Candidates after Interview and states the Selection terms and conditions of their employment.

Leave Management: Leave allocation as per the Company Noms to Employees

Leave Allocation, Leave Period, Leave application, Leave Encashment, Holiday List, Leave Block List, and Attendance Management.

Salary and Lifecycle: Here HR User can Manage Appraisals as per the Parameter of weightage appropriate role. In the HR Module, the user can also have a record of Employee Skill Map, Employee Onboarding, Employee Promotion, Employee Transfer, and Employee Separation.

Payroll: the Payroll Module emphasized the Payroll Entry, Additional Salary, Employee Benefits Application, Employee Tax Exemption Declaration, Payroll Period, Income Tax Slab, Payroll Setup.

Salary Structure :

Leave Ledger: A Unified Ledger for all Leave Related transactions for an Employee

Asset Management

To have an attack on Asset Allocation with the description.

Asset: The transaction Record like Purchasing, Sales, Depreciation, Scrap, and Maintenance is the Asset and in ERPNext content in Asset Master.

Asset Maintenance: ERPNext provides features to have a track on the details of individual maintenance/calibration tasks for an asset by date, and the responsible person for the maintenance, and future maintenance due date.

Asset Movement: A User can track the location of an Asset or to whom is it issued or keep the history of location movement whenever it’s moved.

Asset Value Adjustment: To adjust the asset if the need for Fixed Asset Management in the ERPNext.

Purchase an Asset: The default Purchase Cycle after ensuring the appropriate asset category exists.

Selling an Asset: To maintain the Asset with necessary documents like a Sales Invoice.

Asset Depreciation: The System automatically creates a depreciation schedule based on the respective depreciation Method and related input in the Asset record.

Manufacturing

Manufacturing Dashboard: Provides a Quick and easily understandable display where we can analyze which help users in the decision making Process for Manufacturing.

iMAGE FOR mANUFACTURING

 

Bill of Materials (BoM): The BOM is a list of All Materials and respective Operation for the Finished product or sub-item Product.

An Example of Bill of Materials

Workstation: The place where the operation is Carried Out as per the respective BOM for the Manufacturing.

Operation: In the Store, it displays a list of all Manufacturing Operation with its Description and the default Workstation for the Operation.

Work Order: a Work Order is a document that is given to the Manufacturing floor by the Production Planning to produce a certain quantity of a certain Item Product.

Production Plan: The production Plan helps the user to plan for manufacture against multiple Sales Order or the Material Requirement.

Subcontracting: Is used to Outsource a certain type of Work to other companies.

Item alternative: if the Raw Material or Product which is defined in the BoM is not available during the production process then thi=eir respective available alternative item used to complete the production process.

Planning and Report: the production can be Planned as per the Capacity Planning Functionality and the Report will help users to plan the Finished Product and the Report against the Sales Order/ Work Order/ Material Request Data.

 

Work Order Summary: Here user can easily identify the progress of Manufacturing of certain items Product in the Summarized form in ERPNext.

Website

Manages user for a company website pages, Product Catalog, Shopping Cart, Web Form, and some more Built-in Portal

Homepage: a Homepage is the Default Landed Page of Website

Website Theme: ERPNext provides an advanced theme to customize the look and feel of the website and make it match the company brand.

Product Listing: ERPNext Provide product item Listing pages where customers can discover the product and it also enables the default published items on the website.

Product field filter

Seting up of an Attribute filter

Product Page: ERPNext Provide product information for Sales Items that can be configured from the Product Item Master.

Shopping Cart: ERPNext also provides sell them via the Shopping Cart.

Social Login Keys: Social Login enables users to log in to ERPNext via their Google, Facebook, or GitHub account.

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