How to Create a Salary Voucher in ERPNext ?

There are two ways for creating salary slip.

1. Create salary slip for all the employees at once. To learn more about it, click here
2. Create salary slip individually for all the employees.

To create salary slip for employees one by one, follow the steps mentioned below:

1. Open salary slip:

2. Select employee in salary slip. There are three tabs in salary slip:

• Basic info
• Earning and deduction
• Totals

As soon as you select salary slip, info (like earning and deduction details, name, designation, department) will be pulled from employees salary structure.

Also days attended in selected month will be calculated based on leave transactions made (and not on based of attendance record made) for that employee in that particular month.

Salary Slip

Earning and deduction detail:

As mentioned above, earning detail pulls data from salary detail where employees earning and deduction heads are mentioned. But while making salary slip, earning and deduction heads need to be defined based on:

1. LWP (leaves without payment taken by employee in a month)

2. Over time

3. Allowance (which are on actual) etc..

That's why, their is an add of column called modified amount where amount which employee is entitled to is entered.

Checking LWP will affect amount (and give you modified amount) based on leave application made for LWP for that employee is a month. User can add amount for heads like overtime or allowance manually in earning and deduction head.

3. Total:

Add arrear amount and leave encashment if any. Save and submit.

How to Create Salary Structure in ERPNext?

Salary structure will be created for each employee in the company. Salary structure is where employee's earnings and deductions are defined.

To create new salary structure, go to:
HR --> Salary structure --> New Salary structure.
Click on "New salary structure"

Step 1: Select an employee from employee master for whom you want to create the salary structure.

Step 2: Mark status of an salary structure as "Yes" or "No".
If marked Yes - System will consider that salary structure for processing salary slip of an employee
If marked No - System wont consider that salary structure for processing salary slip.

Also mention yearly package offered to employee in CTC (cost to company).

Step 3:

Earning and Deduction:

All the earning and deduction heads created in your account will be pulled in salary structure.

1. Keep only required earning and deduction head required for that employee.

2. Mention amount in front of each earning and deduction type.

    Note: No need to mention income tax and leave deduction if creating IT checklist for the employee.

3. LWP = Leave without pay

    Only earning head for whom "Depend on LWP" is marked will be affected when employee takes "leave
    without pay".

Net Pay = total earning - total deduction

Save the Salary Structure.

Now you can create a Salary Slip and IT Checklist against this Salary Structure.

For more details, please visit www.erpnext.com

How to Create an Employee Master in ERPNext ?

To create an employee master, follow steps as shown below

The Basic Information will capture the name of the employee, status (Active /  Left), date of joining etc. Select the relevant Holiday List applicable to the Employee. If this Employee is taking leaves and a date mentioned in the holiday list falls in that period, that date would not be deducted from his leave balance.


The Employee codes can be generated by either Naming Series followed by a system generated number or Employee Number.This setting can be done from Setup --> System --> Global Defaults --> HR.

The tab for Job Profile will capture the branch, designation and department of the Employee. These details will be fetched from their respective masters.

Salary related information will also be covered like the mode of salary payment which can be Bank, Cash or Cheque. If Bank, then mention the Bank Name and the Bank Account number of the employee.

The Contact Details will have the phone number, email and address details of the employee.

The Personal Details will capture family background, health and passport details.

The Educational Qualification tab will capture the details qualifications acquired by the employee, the university and percentage of marks obtained.

The Career History will capture details of work experience in previous companies as well as the current company.

The Exit tab will be filled when the employee is leaving.

You can attach the Employee's resume (CV) or Photo in the Attachments tab.

Now save the Employee.

For more details, please visit www.erpnext.com

Getting Started with ERPNext Account

ERPNext is a web based system which can help you manage your complete business in a smarter way to help you grow your business.

It has following modules which are completed integrated

1. Selling (including CRM)
2. Buying
3. Stocks
4. Accounting
5. Support
6. Projects
7. HR
8. Production

Follow the below links to get started with your ERPNext account

1. Sign-up  for a FREE ERPNext trial account
2. How to Add New Users and Assign Roles in Your ERPNext Account?
3. How to upload letterhead?
4. How to manage customers and contacts?
5. How to manage suppliers and contacts?
6. How to create warehouse?
7. How to create items?
8. How to import masters using csv file?
9. How to upload price list?
10. How to upload opening stock?
11. How to manage chart of accounts?
12. How to create opening accounting entries?
13. How to create templates for terms and conditions?
14. How to create templates for taxes and other charges for sales transactions?
15. How to create templates for taxes and other charges for purchase transactions?
16. How to create/add/edit naming series for transactions?

You can contact our support team at:

1. Live Chat Support
2. Skype: iwebnotes
3. Phone: +91 22 65265364 / 22 65100278
4. Email: support@erpnext.com

We are eager to hear from you and help you grow your business by providing a good quality affordable software.

Cheers
Team EPRNext

How to Create an Item in ERPNext?

ERPNext lets you manage all items that you purchase, manufacture, sell or keep in inventory. 

For each item, you can enter the data related to purchase, sales, production, inventory, accounts, and services.  You can also upload the item master. Click here to understand how to import item master in ERPNext using csv (excel) files.

To add new item, Go To-->Stock-->Item-->New Item

Below screen-shot indicates all the sections under the item master.

You need to enter the mandatory fields in "red" and click on the "Save" button. There are additional details which you can enter in other sections.

1. Item will be saved with code mentioned in item code. Item will be identified, searched and fetched with item code. This can be alphanumeric.
2. Item name will be actual name of an item. This will appear in the print format of various transactions.
3. Item group is used to categorize items on various criteria. Click on the search icon to select the relevant item group. Click here to learn how to manage item groups.
4. Item description will also be fetched into transactions like quotation, sales order, indent, purchase order and appear in the print format. 
5. Description HTML field will be generated after attaching an item image as an attachment, and then clicking on "add image button". If item image attached here, it will be pulled in transactions also.
6. Multiple brands can be created by clicking on "+" icon. You can select the relevant brand in the item master.
    

1. UoM stands for unit of measurement of an item. It's that UoM in which system will maintain stock of this item.
2. Stock item: If stock stock selected "yes" for an item, system will do stock ledger entries for this item and give stock level report also. If "no" selected (mostly for services items), no stock level for that item.
3. Valuation method: There are two options for maintain valuation of stock. FIFO (first in - first out) and moving average. Item valuation will be maintained based on option selected here.
4. Default Warehouse selected here will be fetched in transactions when this item is selected.
5. Allowance Percentage: User will be allowed to accept and delivery more qty than mentioned ordered qty by allowance percentage mentioned.
6. Re-order Level: Is the stock level at which order has to be placed with supplier for procurement.
7. Minimum Order Qty: Is the quantity below which system wont accept purchase order for this item.
8. Is Asset Item: Is the item for which stock level entry will be done in fixed asset warehouse only.
9. Has Batch No.: Before stock transactions, you will need to create batches and mentioned the same in receipt and delivery transactions.
10. Has Serial No.: Each unit of an item received and sold will be assigned a serial no. You can scan serial no. into serial no. field.
11. Warranty Period: It will be assigned to serial no. from date of invoice.
12. End of life: After particular date selected in this field, system won't be available for sales and purchase item.

1. Purchase Item: If selected "yes", it will be available for purchase transactions.
2. Lead time: Is the time taken for receiving good from day it was ordered. If lead time provided, required by date for an item in purchase requisition will be calculated automatically.
3. Default Expense Account: If selected, will be fetched in purchase invoice for this item.
4. Default Cost Center: If selected, will be fetched in purchase invoice for this item.
5. Buying Cost: Will be updated for item based on purchase transactions.
6. Last Purchase Rate: Is the rate at the item were purchase last time.
7. You can purchase item in UoM other than its standard UoM. To maintain stock level, you can select purchase UoM and put conversion rate with respect to stock UoM. For example, item ABC is stored in nos. but purchased in Kgs. And each Kg of purchase gives me 3 nos. of ABC.
   1 Kg = 3
8. Manufacturer: Here, you can enter items detail like manufacturer and manufacturers part no.
9. Also, you can maintain suppliers item code.

1. Is Sales Item: Item marked "is sales item - Yes" will be available for selection in transactions like quotation, sales order, delivery note and sales invoice. Item marked no won't be available.
2. Is Service Item: Item marked services item yes will be available for after sales transactions.
3. Allow samples: System will allow you to make delivery note at zero rate for these items.
4. Max Discount: You won't be able to offer discount more than mentioned here.
5. Default Income Account: Income account selected here will be fetched automatically in sales invoice for this item.
6. Cost Center: Cost center selected here will be fetched automatically in sales invoice for this item.
7. You can define ref rate (selling rate before taxes) for items in this table. To learn more about pricelist, please click here.
8. You can track customer code for same item in this table.

In Item Tax table, you can list all the tax ledgers with tax rate applicable in sales and purchase transactions.

Its very important for company to mention tax rate applicable on item here which has different tax rate applicable for items they deal in. If you select item in sales / purchase transaction, with same tax ledger as mentioned above, then you need not mention tax rate for them. It will be pulled from item master only. Or even if you mention tax rate applicable there, it will calculate tax rate on item mentioned here.

If inspection required selected Yes for an item, system will give you notification when making receipt and delivery transactions for this item.


Also, you will be able to make quality inspection report against delivery note and purchase receipt considering parameters mentioned above.

1. Allow Bill of Material: Select "Yes" for this field if its finished good or sub-assembly. It will allow to make bill of material for this item. If marked no, then you will be able to select it as raw material for other FG or sub-assembly item.
2. Allow Production Order: As name suggest, select "yes" for item you raise production order in the system.
3. Is sub-contracted Item: You will be able to do sub-contracting transaction for this item, if selected Yes. To learn more about sub-contracting, click here.

For more information visit http://www.erpnext.com