This video walks you through on importing data in ERPNext from spreadsheet files. This tools allows you in faster migration of masters and transactions from legacy system into ERPNext. You can also use this tool to export data from ERPNext, and keep it as a backup of specific document type.
This video is a recording of a webinar on how retailers can use ERPNext. For the ease of invoicing for retailers, we have a dedicated POS view. It takes care of invoicing, delivery and payment in one entry. Given the limitation of time availability and frequency of transaction, you can also create POS Invoices in
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This video walks you through setting up tax accounts in the Chart of Account. Based on the taxation rules, you can create multiple sales and purchase tax templates in ERPNext.
This tutorial demonstrates updating opening stock balance of an item. Following same steps, you can also reconcile stock of an item with respect to physical stock in a warehouse.
This tutorial walks you through managing Expense Claims in ERPNext. Employee create first draft of Expense Claim. User with Expense Claim Approver role review Expense Claim submitted by Employee, and update sanctioned amount in it. After Expense Claim is approved/submitted, Journal Entry is created Expense Claim.
An important on-boarding step for an ERP software includes updating opening sales and purchase invoices. In ERPNext, it is made simple with the Opening Invoices Creation Tool. You can use this tool for quickly creatio opening Sales and Purchase Invoices.
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This video walks you through setting up Workflow for a document type. By default, ERPNext has a two level verification system for documents, Save and Submit. If you have more than one authority approving a document, you can manage it via Workflow. Workflow allows you to define multiple stages for the document to be reviewed
This tutorial shows you how to set payment terms in ERPNext. Payment Terms help in defining the multiple payment slabs during sales or purchase transactions. In Payment Terms you can define the breakup of the payment to be received (or made) in terms of different payment modes and the period after the due date. You
This video walks you through various field level customization options. Using Customize Form tool, you can insert custom field in the forms. Also you can change the property of standard fields like visibility in print format, should field be a mandatory or non-mandatory, should this field always carry unique value etc. Also you can customize
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Subcontracting is a type of job contract that seeks to outsource certain types of work to other companies. There are warehouses masters created in order to carryout subcontracting transaction. This video walks you through various steps involved like creating BOM, transfer raw-material to subcontractor, receiving processed goods from subcontractor.
