Tuesday, March 29, 2011

ERPNext Help (Blogs)

 




  1. How to upload letterhead?
  2. How to add users and assign roles?
  3. How to manage customers and contacts?
  4. How to manage suppliers and contacts?
  5. How to create warehouse?
  6. How to create items?
  7. How to import masters using csv file?
  8. How to upload price list?
  9. How to upload opening inventory?
  10. How to manage chart of accounts?
  11. How to create opening accounting entries?
  12. How to create templates for terms and conditions?
  13. How to create templates for taxes and other charges for sales transactions?
  14. How to create templates for taxes and other charges for purchase transactions?
  15. How to create/add/edit naming series for transactions?
  16. How can user change his password?
  17. How to restrict user to particular pc or timelimit?









2. Selling Module

  1. How to manage customers and contacts?
  2. How to upload price list?
  3. How to create templates for taxes and other charges for sales transactions? 
  4. How to create leads?
  5. How to create enquiries?
  6. How to create quotations?
  7. How to create sales orders?
  8. How to create sales invoice
  9. How to carry out point of sales transactions?
  10. How to manage sales return?








3. Buying Module

  1. How to create suppliers and contacts?
  2. How to create templates for taxes and other charges for purchase transactions?
  3. How to create indents?
  4. How to create purchase orders?
  5. How to create purchase invoice?
  6. How to manage purchase return? 
  7. How to manage sub-contracting?









4. Stock Module

  1. How to create warehouse? 
  2. How to create item groups?
  3. How to create items?
  4. How to import masters using csv file?
  5. How to perform stock reconciliation or opening stock entry?
  6. How to create purchase receipts?
  7. How to classify an item a sales and/or service item?
  8. How to create delivery notes?
  9. How to configure purchase settings in item master
  10. How to configure inventory details of item master?
  11. How to account for landing costs for purchase items after the purchase invoice is generated? 
  12. How to check your stock levels?








5. Accounting Module

  1. How to manage chart of accounts?
  2. How to create opening accounting entries?
  3. How to create a purchase invoice?
  4. How to make expense entries in accounts?
  5. How to create sales invoice from sales order?
  6. How to accept payment against a sales invoice?
  7. How to accept advance payment from a customer?
  8. How to create credit note?
  9. How to create debit note?





    6. HR Module

    1. How to create employee master?
    2. How to create attendance records?
    3. How to upload attendance records using csv files?
    4. How to create salary slip?
    5. How to create earning types for slary structure?
    6. How to create deduction type for slary structure?
    7. How to create salary structure for an employee?
    8. How to generate salary slip for all the employee?

    For any further help please email to support@erpnext.com or
    visit ERPNext user forum

    For free trial registration visit ERPNext.com

    Cheers
    Team ERPNext

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      9 comments:

      1. UnknownMay 2, 2011 at 1:09 PM

        This comment has been removed by a blog administrator.

        ReplyDelete
      2. Fred BlauerAugust 24, 2011 at 9:37 AM

        I can't seem how to use the multi-currency features?

        ReplyDelete
      3. Umair Sayyed (ERPNext.com)August 29, 2011 at 11:58 PM

        Hi Fred,

        You can select different currency for different companies in same ERPNext account.

        While making transaction, you may select different currency by mentioning conversion factors against default currency. Eg.> My default currency is INR and making quotation in USD. So while making quotation, sales order, invoice. i will select currency as USD and conversion factor - 45 (with respect to INR).

        Thanks and regards,
        Umair Sayyed

        ReplyDelete
      4. Justin K OsilloDecember 1, 2011 at 11:03 PM

        It would be a good idea for the system to get exchange rates online from say, xe.com. This will provide a rate until the transaction closed when an actual rate is entered. For instance a purchase invoice could be entered in a different currency. The xe.com rate will provide a conversion rate for the mean time until payment is made when an actual rate is updated. This will allow the system to keep computing the exchange gain and loss as rates change each day. I believe its something to be considered

        ReplyDelete
      5. aditya.0305January 8, 2012 at 9:40 PM

        Hi!

        I am facing problems in integrating web forms to my existing website.When I insert the given code on to my web site, it will pop a login form and I am not able login using my email id and password.

        Please help.

        Thanks & regards

        Aditya

        ReplyDelete
        Replies
        1. Umair Sayyed (ERPNext.com)January 17, 2012 at 5:09 AM

          Hi Aditya,

          I guess we suggested you using support ticket to track your customer queries and product inquiries. Was you able to configure the same?

          Regards,
          Umair Sayyed

          Delete
      6. Rohan JadhavFebruary 20, 2012 at 12:30 AM

        Hi,
        It would be great if you could put up user documentation or working video of the Production module and the production planning tool.

        Regards,
        Rohan

        ReplyDelete
        Replies
        1. Umair Sayyed (ERPNext.com)April 10, 2012 at 12:27 AM

          Hello Rohan,

          Thank you for your suggestion.

          We have written blog for forms in production module like creating bill of material and how to raised production order and what is the production cycle etc. Please search for related blogs.

          Delete
      7. UnknownJune 26, 2012 at 12:44 AM

        Hi,

        I have 2 companies with 2 different websites and 2 sets of employees. How do I send emails from at least 2 different email ids? The best would be if every user had the option to send emails from their company ID and the admin allowed usage rights. Please let me know what to do about mailing from more than one company?

        Thanks & regards,
        Sonal

        ReplyDelete

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