ERPNEXT

Modules & Features List

Accounting

ERPNext centralizes the cash flow from recording transactions to summarizing and analyzing financial reports. Therefore, it simplifies bookkeeping and allows the ability to manage accounts, transactions, and taxes easily. It provides the following features of the accounting module.

• Real-time view of accounting books through dashboards highlighting KPIs.
• Chart of accounts and cost centers of the company as a configurable tree view structure
• Controlling the cash flow by maintaining journals and payments by setting up notifications and tracking income and expenses.
• Providing multi-currency, multi-country support and the ability to create unlimited bank and cash accounts.
• Auto-generated invoices, Custom bill templates, and sending email or SMS reminders for customers

CRM

ERPNext is a customer-centric CRM tool that allows doing more in less time. The below features grow the business by getting leads, driving sales, automating tasks, and connecting with prospects.

• Provide a scenic view of the business with omnichannel interactions and a real-time view of sales and marketing.
• Automation of daily chores reduces the overhead of manual work.
• Monitor team performance, analyze lead traffic and sales through out-of-the-box reports, and improve the sales team's efficiency.
• Attractive digital marketing campaigns 
• Documents with custom printing templates.

Sales and Purchase

ERPNext is the packaged open-source Sales and Purchase ERP that tracks inventory levels, replenishes stock, fulfills orders, and manages customers, suppliers, shipments, and deliverables. With the below features, ERP gets more ease in handling them.

• Real-time view of sales and purchases through dashboards highlighting KPIs. 
• Store various items with integrated third-party sales apps. 
• Maintain real-time product availability and stock through serialized inventory features while integrated inventory features handle batched items easily. 
• Keep documents flawless and consistent with custom printing templates.
• Attractive marketing campaigns using powerful tools.
• Controlling cash flow through tracking payments and maintaining journals and reports.
• Generating invoice automatically
• Clients will receive the opportunity to raise support issues, scan invoices billed, and deliver announcements while viewing the project status. 
• Ease of accessibility for customers. 
• Using unified and tracking emails to have smooth communication with stakeholders
• Support multi-currency sales and introduce discounts for retailers and distributors. 
• Manage suppliers and vendors through portals.

HRMS

Recruiting the employees to handle their training, onboarding, appraisals, and tracking their leaves and expenses make efficient with ERPNext. Simply, human resource management is easy with ERPNext.

• The below features in the HRM module assist in handling human resources.
• Talent acquisition using recruitment tools.
• Manage employee information in an employee repository and track their performances through KPIs for appraisal.
• Upskill the team by providing training and managing the expenses of each employee.
• It automates the process of tracking attendance, leaving, and generating customized pay slips.

Project Management

ERPNext organizes, schedules, plans, and analyzes projects using a task-driven approach to improve team collaboration and speed up your work with the features below.

• Provide the opportunity to track project deadlines and progress.
• Collaborating across the project team with minimal communication gaps and full transparency adapting to the Agile Methodology.
• Have the ability to track tasks by maintaining a to-do list and real-time chat.
• You can use unified emails.
• Allow everyone to access documents.
• Analyze budget, track time, and bill with accurate and current insights. 

Help Desk

ERPNext acts as an open-source SaaS help desk and centralizes customer support in ticket management, process automation, reporting, and more with the help of the below features.

• Provide the opportunity to identify bottlenecks through real-time insights on dashboards and implement best practices.
• With the omnichannel interactions feature, it never misses support calls from customers. Also, they can assign tickets automatically.
• Avoid missing their service maintenance visits through the Maintenance Schedule feature.
• Personalize the Service Level Agreement (SLA) relevant to customers' expectations.
• Give a transparent view to the customers by Inviting them as users to the companies' ERPNext account.
• It is expanding the knowledge base by creating helpful articles and FAQs.

Asset Management

With ERPNext, it provides effortless asset maintenance from purchase to perishment, IT infrastructure to equipment. Centralized Open Source Asset Management Software covers each aspect of the organization. Features of this module are as follows.

• Ability to purchase, sell or scrap assets.
• Asset lifecycle keeps all information on assets from their purchasing, and asset inventory manages them.
• Asset reporting identifies bottlenecks, monitors performance, and improves service delivery.
• Record asset drops or increases through the asset value adjustment feature.
• Automated asset accounting.

Manufacturing

ERPNext simplifies the production cycle, displays capacity planning, handles subcontracting and helps track material consumption. Below listed features in the manufacturing module aid in streamlining these.

• Integrate production planning through real-time coordination.
• Hierarchical and well-defined Bill of material (BOM).
• View the real-time status of operations and workstation features on one screen.
• Supply raw materials and track suppliers' labour and operations through subcontracting.
• Ability to store the variance of items through item variants, manage batched items through batched inventory, and identify the units uniquely through serial numbers.
• Track material consumption of serialized or batched inventory and create a material request automatically in stockouts.
• Tracking the inventory using different units of measurement
• Performing stock audits through quick stock balance reports and verifying the stock

Website Management

ERPNext is a platform that gives freedom to create, manage, design, and develop a web presence precisely what we want in minutes. It is a packaged module consisting of the below features.

• Have the opportunity to create a simple, powerful, mobile-friendly, and responsive website using cutting-edge technologies.
• Provide the opportunity to expand the reach and engage the audience in minutes by optimizing the site's SEO and maximizing social promotion.
• Blogging helps to establish strong ties with customers and position the brand through.
• Have the features of creating dynamic forms on the website to collect information, website visitor chat, and provide the ability to engage in e-commerce.
• Lets new users log into the website through their social logins. 

Overall, all the modules produce multilingual translation support and allow us to create our customizations.