Thursday, November 17, 2011

How ERPNext Help in Decision Making?

ERPNext is a application which not only facilities creation and retrieval of transactions, but it also provide a tool (a report) which lets management pull data from transactions and try different permutation and combination in report for analysis purpose.

Selling >> Trend Analyzer

Using trend analyzer, one can run report on different transactions like sales order, delivery note, invoices, purchase order and GRN.

These transactions contain masters like customers, suppliers, items, territories. Trend analyzer allows you do run report on transactions based on masters and time period.

As mentioned above, trend analyzer report pull data from transactions like:
  • Quotation
  • Sales order
  • Delivery note
  • Sales invoice
  • Purchase order
  • Purchase Receipt (GRN)
  • Purchase invoice
Report can be ran based on masters:
  • Customer 
  • Customer group
  • Supplier
  • Supplier type
  • Item
  • Item group
  • Project
  • Territory
Below is the sample report ran for delivery note, based on item:

With the above data, you can do an analysis, which item was delivered the most in specific time period (which can be  month, quarter, half year or year).

Likewise, considering all the permutation and combination, one can run upto 500+ reports from the trend analyzer alone.

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