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.
Retail transaction has sales, goods delivery and payment happening at the same time. POS (Point of Sale) module in ERPNext allow you creating POS Invoices which manages all the functions involved in retail sales. This tutorial walks you through setting up POS profile and creating POS invoice in ERPNext. Each billing station can have separate
This video walks you through using the ERPNext “Desk” interface. The ERPNext User Interface is very web friendly and if you have used a website or mobile app before, the navigation should be very intuitive.
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This is video tutorial on how a user can configure an Email Inbox for his/her ID. Email Inbox is integrated well with other functionalities like Support Issues, Opportuniies and Communication.
A newsletter is a short written report that tells about the recent activities of an organization. It is generally sent to members of the organization, potential clients, customers or potential leads. This video walks you through managing Newsletter List, master containing Email Address’s to whom Newsletter will be sent. You can compose Newsletter using rich
Bulk Update Tool help you in over-writing value in the specific field of exitsting records.
Stock Entry is a stock transaction, used for multiple purposes like inter-warehouse Material Transfer, Material Receipt for updating balance, Material Issue etc.
If you apply discounts on the item based on certain conditions, you can use Pricing Rule to define these conditions. In the Pricing Rule, you define criterias based on these parameters for the auto application of discount or margin.
