Frequently Asked Questions (FAQ) of ERPNext
ERPNext General FAQ
ERPNext is an open-source, web-based ERP (Enterprise Resource Planning) software designed to manage a wide range of business processes such as accounting, inventory, sales, purchasing, project management, and human resources.
ERPNext is suitable for small to medium-sized businesses across various industries, including manufacturing, retail, distribution, services, education, healthcare, and agriculture.
The minimum system requirements include a server with at least 1 GB of RAM and 1 CPU core. For production environments, it's recommended to have at least 4 GB of RAM and 2 CPU cores.
Yes, ERPNext can be hosted on various cloud platforms such as Amazon Web Server, Google Cloud, Microsoft Azure, DigitalOcean and any other cloud server that offers Linux operating software.
ERPNext includes modules for Accounting, CRM, Sales, Purchase, Inventory, Manufacturing, HR, Projects, and more. Each module is designed to handle specific business processes.
Yes, ERPNext supports multiple languages and currencies, making it suitable for businesses operating in different countries.
ERPNext takes security seriously and includes features such as role-based access control, data encryption, and regular security updates to protect your data.
ERPNext is actively maintained and regularly updated with new features, improvements, and security patches. Major updates are typically released annually, with minor updates and fixes released more frequently.
Yes, ERPNext includes tools for regular data backups. It's recommended to perform regular backups and store them in a secure location to prevent data loss.
Yes, ERPNext can integrate with various third-party applications and services through RESTful APIs, webhooks, and other integration tools. Common integrations include payment gateways, email services, and external databases.
Yes, ERPNext provides a robust framework called Frappe that allows developers to create custom apps and modules. 9T9 Information Technology has built custom apps integrated with ERPNext for a high rise building facade manufacturer, a stock and bonds online platform for retail customers, data integration with head office software on Oracle, mobile application for stock taking and reconciliation and many more clients.
Yes, ERPNext supports automation through workflows, scheduled tasks, and custom scripts. Processes such as approvals, notifications, and data processing can be automated to ensure approval by people with right authorities.
ERPNext maintains data integrity through various mechanisms, including transaction validation, audit trails, and role-based access control. Regular backups and data recovery tools also help ensure data integrity.
ERPNext is highly scalable and can support businesses of different sizes, from small startups to large enterprises. The system can be scaled horizontally by adding more servers and vertically by upgrading hardware resources.
Yes, ERPNext can be configured for high availability through various means, such as load balancing, database replication, and failover mechanisms.
ERPNext Accounting Module FAQ
The Accounting module includes features such as general ledger, accounts payable, accounts receivable, bank reconciliation, journal entries, payment entry, and financial reporting. It supports multi-currency transactions and tax management.
ERPNext includes tools for managing various tax compliance requirements, such as automated tax calculations, tax return filings, and integration with local tax authorities. 9T9 Information Technology can configure tax rules and rates based on regional requirements where the organization is established.
Yes, ERPNext supports localization for various countries, including localized chart of accounts, tax structures, and language translations. Localization modules can be customized to meet specific regional requirements.
ERPNext includes comprehensive financial accounting features such as general ledger, accounts payable, accounts receivable, bank reconciliation, and financial reporting. It supports multi-currency transactions and consolidated financial statements for multiple companies.
Yes, ERPNext supports multi-company setups, allowing you to manage multiple companies within a single instance. Each company can have its own set of books, financial reports, and user permissions.
Yes, you can generate various financial statements such as balance sheets, profit and loss statements, cash flow statements, and trial balances. These reports can be customized and exported in multiple formats like Excel, CSV, pdf etc.
ERPNext supports multi-currency transactions by allowing you to define different currencies for invoices, payments, and journal entries. It includes exchange rate management and revaluation features to handle currency fluctuations.
ERPNext Inventory Module FAQ
The ERPNexts Inventory module includes features for managing stock levels, stock entries, stock transfers, stock reconciliation, item master, batch tracking, serial number tracking, and warehouse management.
ERPNext supports barcode scanning for inventory management. User can generate and scan barcodes for items, batches, and serial numbers to streamline inventory operations. ERPNext also support QR code, if required by the business.
ERPNext allows you to track inventory across multiple warehouses. You can define different warehouses, set up bin locations, and manage stock transfers between warehouses and retail stores.
ERPNext offers robust supply chain management features, including purchase orders, supplier management, inventory tracking, warehouse management, and demand forecasting. It also supports dropshipping and subcontracting.
ERPNext Sales Module FAQ
The Sales module includes features for managing sales orders, sales invoices, quotations, delivery notes, sales returns, pricing rules, and customer management. It also integrates with the CRM module for lead and opportunity management.
Yes, you can create and manage sales quotations in ERPNext. Quotations can be converted into sales orders and invoices once they are approved by the customer. Quotation can be easily emailed to customer by ERPNext on click of a button.
ERPNext allows you to set up recurring invoices for regular billing. You can define the frequency, duration, and other parameters for recurring invoices, and the system will generate them automatically.
ERPNext Purchase Module FAQ
The Purchase module includes features for managing purchase orders, purchase invoices, supplier quotations, purchase receipts, supplier management, and purchase returns. It integrates with the Inventory and Accounting modules for seamless operations.
Yes, you can create and manage supplier quotations in ERPNext. Supplier quotations can be compared and converted into purchase orders for approved suppliers.
ERPNext allows you to manage purchase returns by creating purchase return entries. These entries adjust inventory levels and update accounts payable accordingly.
ERPNext HR & Payroll Management FAQ
The HR module in ERPNext includes features for managing employee records, attendance, leave applications, payroll processing, salary structures, recruitment, appraisals, training, employee benefits, and employee self-service.
Yes, ERPNext allows you to upload and manage employee documents such as resumes, contracts, ID proofs, and other relevant files. These documents can be stored in the employee's profile for easy access and management
Employee attendance can be tracked through manual attendance entries, integration with biometric devices, or by using attendance marking through the employee self-service portal. Attendance records can be reviewed and approved by managers.
Yes, you can define various leave types such as annual leave, sick leave, casual leave, and maternity leave. Each leave type can have its own rules and policies regarding accrual, carry forward, and approval.
Yes, ERPNext can process payroll by calculating earnings, deductions, taxes, and generating payslips. Payroll processing can be automated based on predefined salary structures and payroll schedules.
To generate payslips, go to the Payroll Entry section, create a new payroll entry, select the payroll period, and click on "Get Employees." Review the payroll details and submit the entry. Payslips will be generated for the selected employees.
ERPNext Manufacturing Module FAQ
ERPNext's manufacturing module includes features for managing bill of materials, production planning, work orders, job cards, and capacity planning. It supports both discrete and process manufacturing workflows.
Yes, ERPNext has BOM which can created and managed by the user. BOMs define the components and operations required to manufacture a finished product. User can create multi-level BOMs for complex products.
ERPNext allows you to create production plans based on sales orders, material requirements, and capacity availability. Production planning helps you schedule and manage manufacturing activities efficiently.
ERPNext Asset Module FAQ
Yes, ERPNext includes a fixed assets module that allows you to manage asset acquisition, depreciation, and disposal. You can track asset locations, maintenance schedules, and insurance details.
Yes, ERPNext allows you to track asset depreciation using various depreciation methods such as straight-line and declining balance. You can generate depreciation schedules and record depreciation entries automatically.
ERPNext includes tools for scheduling and managing asset maintenance activities. You can create maintenance schedules, record maintenance tasks, and track maintenance costs and history.
ERPNext E-Commerce Module FAQ
Yes, ERPNext can be integrated with eCommerce platforms such as WooCommerce, Shopify, and Magento, allowing seamless synchronization of orders, inventory, and customer data. We have integrate ERPnext with WordPress WooCommerce for multiple clients. We also have built API for connecting ERPNext with custom built e-commerce websites built on Laravel and other frameworks.
Yes, ERPNext allows you to create and manage an online store. You can set up product listings, manage inventory, configure payment gateways, and handle online orders and deliveries.
The Website and E-Commerce module includes features for managing website content, product catalogs, online stores, shopping carts, payment gateways, and customer portals. It integrates with the Inventory and Sales modules for seamless e-commerce operations.
ERPNext Project Management FAQ
The Project Management module includes features for managing projects, tasks, milestones, timesheets, project budgets, Gantt charts, and project billing. It integrates with the Sales and Accounting modules for seamless project management.
Yes, you can create and manage tasks in ERPNext. Tasks can be assigned to team members, linked to projects, and tracked for progress. You can set deadlines, priorities, and dependencies for tasks.
ERPNext supports various project billing methods, including fixed price, time and materials, and milestone-based billing. You can generate invoices based on project progress and track project expenses and profitability.
