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ERP Overview

ERP Next Overview

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22 views7 pages

ERP Overview

ERP Next Overview

Uploaded by

adnanmunir83
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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ERPNext

With Refreshed UI, Dashboards, and over 100 new features and enhancements, it is our greatest
release yet. ERPNext has been rated amongst top-performing softwares by GetApp based on verified buyer reviews. Over 5,000
companies have made themselves ready for the next generation of enterprise with ERPNext.

New Desktop
The new Desk is built from first principles, with information hierarchy in mind. It is more accessible and navigable.
Dashboards
Create custom dashboards for everything you want to measure. Monitor and visualize your growth.

PDF Encryption
The frappe print API now supports encrypting PDFs, it can be accessed in the frappe.get_print() function by passing
the password argument.

Accounting Dimensions
You can now create your own configurable dimensions and use them across accounting transactions and reports.
Learning Management System
Publish your programs online, host quizzes for your students to learn and track their progress.
Keyboard Navigation
Users can now navigate all of ERPNext through the keyboard, allowing quicker access to workflows, documents and other actions.

Automation
Automation features like auto-assignment, auto attendace, milestones, auto-repeat doctype.

Raw Printing
Now you can print barcodes, labels, and receipts using thermal printers directly from ERPNext.

Energy Points
With energy points users can gain points based on configurable rules on actions like finishing tasks, closing leads, etc.

Quality Management
Maintain excellence, comply with ISO standards and ensure transparency.

Service Level Agreement


Assign and track Service Level Agreements
Tools

To Do
To Do is a simple tool where all the activities assigned to you and assigned by you are listed. You can
also add your own to-do items in the list.

Notes
You can store your long notes under this section and also set appropriate permissions for your note.

Video
You can add YouTube and Vimeo videos using the Video DocType.

Calendar
The Calendar is a tool where you can create and share Events and also see auto-generated events from
the system.

Chat
You can send and receive messages from the system by using the Messages tool.

Dashboard
Dashboard provides an at-a-glance view of key performance indicators relevant to the business process.
Collaboration Tools

Assignment
Assign To is a feature in ERPNext that allows you to assign a particular document to specific user, who
needs to further work on that document.

Tags
Using Tags is a quick and easy way to classify different kinds of documents in their respective
categories.

Kanban Board
Kanban Board is a tool which will give you a descriptive layout of your data in ERPNext based on status
and a virtual board.

Search Filter
Search Filter is an option wherein you can filter down your search results while viewing a list or a
report.

Save Filter
Save Filter is a Tool that will allow you to save certain filters in a document list or a report, so that you
can reuse them.

Articles

Checking Document Links


The tool gives you an option to check if the current document is linked to any previous documents and
lists down all the forward links.
Access Log
Access Log is a security feature that logs all data exports by all users in the system.

Duplicate A Record
Duplicate is a feature that helps you to copy values of existing document into a new document.

Bulk Rename
Using renaming tool, you can to rectify/change multiple document ids at once. This tool is only
accessible to the User who has System Manager role assigned.

Renaming Documents
Using Renaming feature, you can change ID of a master documents like Item, Warehouse, Accounts etc.

Search Filter
Search Filter option allow user to filter records based on value in the specific field of that documents list
view and report builder.

Global Search
Global search is a word-processing operation in which a complete computer file or set of files is
searched for every occurrence of a particular word or other sequence of characters.

Deleting and restoring Documents


In ERPNext, you can delete a records if not needed. They can be masters like Items, Customer or
transactions like Sales Order, Payment Entries etc.

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