Efficiently monitor inventory levels, replenish stock, and oversee sales orders, customers, suppliers, shipments, deliverables, and order fulfillment seamlessly within our sales and purchase ERP solution.
ERPNext consolidates all essential sales and purchase data into one unified platform. Dynamic dashboards offer a quick overview of key performance indicators relevant to business processes. With configurable accounting dimensions and customizable dashboards, analyze every aspect of your business comprehensively within a single interface.
Businesses often contend with managing numerous product permutations across various colors, finishes, shapes, and sizes. In ERPNext, the primary item is stored as an item template, with each variation stored as an item variant.
Leverage ERPNext's Serialized Inventory feature to seamlessly track product availability and stock levels across multiple locations in real time. Utilize serial numbers to monitor the entire lifecycle of an item, from procurement or manufacture to sale and delivery. With the ability to scan barcodes using your device camera, access blazing-fast search capabilities for quicker results and enhanced efficiency.
With ERPNext's integrated inventory system, managing batched items is a breeze. Maintain essential details such as manufacturing dates and expiration dates, and effortlessly analyze item expirations. Additionally, streamline your workflow by setting up automatic batch naming, relieving your team from the burden of maintaining batch IDs and allowing them to focus on procurements and sales.
Whether it's Shopify, WooCommerce, or Amazon MWS, integrating ERPNext's items, customers, and sales orders with third-party sales apps is seamless. With just a 4-click configuration, streamline your sales processes and simplify your workflow, making sales smoother and your life easier.
Make a lasting impression by enhancing the appearance of your quotations and ensuring flawless, consistent documents. With custom print format templates (utilizing HTML or Jinja templating) and one-time configuration, beautify your quotes and maintain professionalism effortlessly.
Leverage our CRM tool to skyrocket your lead closure rates. Utilize email campaigns for targeted marketing, send stunning newsletters in bulk to your customers, and capitalize on granular analysis of lead sources to maximize the benefits of your campaigns.
Ensure accuracy in your ledger by maintaining a clean and crisp record, minimizing discrepancies during account closures. Track income and expenses, whether deferred or accrued, and set up notifications for period closing to stay on top of your finances. Streamline cash flow management by recording and reconciling advance payments seamlessly in one go.
Effortlessly track the outstanding balance owed by customers for the sales invoices you've issued to them. Utilize the Opening Invoice Creation tool to import your existing accounts receivables details seamlessly.
Discover the benefits of ERPNext if you work with clients. Keep comprehensive records of interactions between clients and your team. With ERPNext, clients can access project statuses, raise support issues, scan billed invoices, and more. You can also utilize it for announcements. Provide your customers with a seamless, comprehensive experience while they await the delivery of your services.
Prevent important emails from being overlooked by syncing your email accounts in ERPNext. With a unified trail of all correspondence and automated replies for incoming emails, ensure smooth communication with all stakeholders, whether internal project team members or external clients.
Simplify access to project documentation with ERPNext's user-friendly approach. Seamlessly upload and share multimedia files, including images, videos, and documents. Whether uploading files directly or via a web link, ensure easy accessibility for all team members.
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To avoid stockouts, monitor an item's reorder level in ERPNext. When the stock level falls below the reorder threshold, the system will automatically generate a material request. This ensures timely replenishment of inventory, minimizing the risk of stock exhaustion.
Introduced for large-scale retailers and distributors, managing discounts or margins based on rates or amounts has never been easier. With promotional schemes, you can effectively manage item discounts for various parties or conditions. Promotional schemes automatically adjust the applicable pricing rules, streamlining discount management processes.
ERPNext offers options to either warn about or prevent Requests for Quotations (RFQs) and Purchase Orders (POs) based on your preferences. Additionally, if your supplier's currency differs from your company currency, our software seamlessly handles all exchange rates and conversions, ensuring accurate financial transactions.
Empower suppliers to manage themselves efficiently with the supplier portal in ERPNext. Suppliers can submit requests for quotations and receive automatic supplier quotations, access ongoing purchase orders and receipts, and raise purchase invoices for fulfilled orders. You can then verify these invoices for final approval, streamlining the procurement process and enhancing collaboration with suppliers.
Monitor your outstanding payments to suppliers and track due dates or payment aging conveniently using the Accounts Payable report in ERPNext. When you pay an invoice, simply post a payment entry to update the records. Additionally, streamline your invoicing process by importing all existing invoices seamlessly using the Opening Invoice Creation Tool.
Save time and streamline your invoicing process with the Subscriptions feature in ERPNext. Automatically generate renewal invoices for subscription orders, eliminating the need to manually send invoices every month.
Easily manage transactions in multiple currencies with our online sales software. Send invoices and record expenses in any currency, and let the system automatically convert them to your base currency. Additionally, view financial transactions and reports in multiple currencies for comprehensive financial analysis.
Develop your tailored cloud manufacturing ERP software effortlessly. Map critical data by incorporating custom fields into forms. Customize form behavior by auto-fetching values, hiding fields based on user roles, and crafting custom print formats—all achieved without writing a single line of code.
