ERPNext Review

ERPNext is an open source business resource planning software that helps companies of all sizes with a series of operational functions to optimize efficiency in the workplace. With it, they can manage accounting activities, project management problems and human resources responsibilities in a single interface. If you need to review staff information, analyze your company’s financial status, measure employee performance or delegate activities, this solution is for you. It even allows users to monitor stock levels in real time, facilitating the organization of inventory.

ERPNEXT – TUTORIAL

This tutorial is a summary of how you can manage the applied taxes (VAT) at the item level and recover them automatically in transactions using the functions of this ERP software:

ERPNEXT – FEATURES

• Journal and Payments: maintain a clean and clear ledger of accounts to avoid misalignments when closing accounts. Keep track of your income and expenses. Advance payments can be registered and reconciled in one go
• Billing and prices: invoice your customers, payment requests and notifications via email / SMS reminders. As for the price of the items, it is a one-off configuration and is automatically recovered in transactions
• Multi-currency accounting: send invoices and add expenses in any currency and let the system convert them to the base currency. View financial transactions and reports in multiple currencies
• Personal organization: processing of staff attendance in real time with multiple options for detecting attendance and integrating biometric hardware. Open source HRMS tool that allows you to integrate the attendance tracking system with the pay and leave management system; offering all the intuitive features necessary for an impeccable attendance management system
• Personal vacation management: configure vacation management options for a department or an entire business unit by determining weekends, the number of working hours, authorization to transfer leave and many fantastic functions in just a few clicks. The holiday calendar and centralized vacation summary logs provide an overview of employee vacation information in full transparency
• Sales team efficiency: engage and collaborate to deal with leads and opportunities with multiple assignments or mentions. Out-of-the-box report to monitor the performance of your sales team, analyze the main traffic, the sales phase of all prospects
• Digital marketing: use email campaigns for targeted marketing: a scheduled email program to be sent within a certain period of time. Enjoy the benefits of campaigns for analyzing lead sources. Send mass emails to your customers with imaginative newsletters
• Blogging: whether it’s for your business or yourself, a good blog can help you position your brand as an industry leader and establish stronger ties with your readers and customers. Answering comments and questions on your blog can tell you what your customers like and what they are looking for, anything from feedback on your product to frequently asked questions about your company. Create an amazing blog, grow your community and share your ideas.