ERPNEXT Solutions

ERPNext is a comprehensive software with everything your business needs to operate and grow. This includes accounts, invoicing, sales, procurement, stock, manufacturing, projects, POS, HR, payroll, and more. It works out of the box for almost any industry and country and can be customized to fit unique needs with its very own low-code, no-code builder.

Manage multiple subsidiaries, branches, and currencies in a single system with consolidated reports. ERPNext supports tax compliance it allows easy configuration for almost any country.

ERPNext Customer Relationship Management (CRM)

Why to invest on Licensed Sales Force version, Implement ERPNext CRM, it is one of the leading open source CRM which provides 360° view of your business. From generating leads and handling marketing campaigns till order completions ERPNext CRM offers you various features.

  • It builds a centralised network.
  • Helps you run marketing campaigns.
  • It provides omnichannel accessibility.
  • Automates daily chores.
  • Accessibility to prepare Quotations
  • Quotation version tracking
  • Custom print formats and templates
  • Email campaigns for the targeted audience
  • Dashboard for sales funnel
  • Sales funnel tracking based on segmentations and sales stages.

ERPNext Inventory Management

ERPNext is scientifically designed to monitor the perpetual inventory levels and stocks of a business enterprise. With the ERPNext platform, you never have to worry about your stock replenishing as it will automatically generate stock requests accordingly and will align with the principles of the Theory of Constraints (TOC).

  • Perpetual Inventory Management.
  • Reordering/Replenishment
  • KPIs to measure the effectiveness of your inventory management: Carrying Cost, Stockout, Dead Stock, Inventory Shrinkage, Inventory Turnover, Sales Return Rate and Supplier Quality.
  • Warehousing
  • Vendor/ Supplier Mangement
  • Rate Comparison
  • Purchase Request
  • Advanced RFID/IOT-based inventory management

ERPNext Financial Accounting

An open-source bookkeeping software that includes everything you need to manage your organisation’s cash flows, right from recording the transactions to analysing financial reports and reconciliation.

  • GST Complaint & Compliant with various taxes like VAT, etc.
  • Accounting Dimension – Track department level profitability
  • E-Invoicing enabled
  • Easy Transition from Tally/ Quickbooks to ERPNext
  • Flexible configuration & Control the Budget
  • Management of expenses and liquidity.
  • Multi company setup & Multiple Currency Accounting

ERPNext Purchase Management

Keeping an organisation well-supplied requires effective purchase management. There must be a system in place to keep teams supplied with what they need, from purchase orders to inventory management. ERPNext helps you handel procurement process from Supplier Onboarding, Material Request till Material Receipt.

  • Supplier Onboarding and Management
  • Compare the rates of suppliers
  • Self Service Portal For Suppliers
  • Purchase Orders
  • Generation of Material Request
  • Material Receipt.

ERPNext Sales Management

Sales management is a crucial process that generates revenue for a company. The ERPNext Platform helps you manage your organization’s sales processes from sales order generation to order fulfilment, along with sales quotations, sales orders, delivery notes, sales invoices, and debit notes, as well as their masters.

  • Store each business variation in a different item variant.
  • Sales Quotation and Tracking
  • Sales Invoicing
  • Debit Notes
  • Accounts Receivable
  • Record and reconcile advance payments in one go.

ERPNext Asset Management

From acquisition to disposal, IT infrastructure to equipment, ERPNext makes asset management simple. Every branch of your company is covered by a single centralised system. To better manage assets, take use of the many capabilities bundled into a single application.

  • Mange Asset Lifecycle
  • QR Code/ Barcode enabled Asset Tagging
  • Manage purchase to perishment, IT infrastructure to equipment with one single tool.
  • Maintain Asset Inventory / Asset register.
  • Simplify Asset Procurement & Scrap assets
  • Manage asset reporting

ERPNext Manufacturing – Planning & Control

Manufacturing planning and control are essential processes that ensure efficient production operations and timely order fulfillment. ERPNext provides a comprehensive manufacturing module that helps manage everything from production planning to execution, including work orders, floor operations, and performance analysis.

  • Production Plan
  • Multi-Level BOM
  • Work Order Management
  • Floor Management
  • Production Analysis
  • Downtime Analysis
  • E-Invoice & E-Way Bill Integration - Ensure seamless GST compliance with ERPNext’s automated E-Invoicing and E-Way Bill features. The system provides real-time integration with the GST portal, allowing you to generate, track, and manage documents effortlessly.
  • Automated GST Compliance - Generate E-Invoices and E-Way Bills directly from ERPNext with automated GST validation and compliance checks.
  • Real-Time Integration with GST Portal - Connect instantly with the GSTN to push and fetch invoice and transport data in real-time, reducing manual effort and errors.
  • E-Way Bill and E-Invoice Tracking - Track the status of E-Way Bills and E-Invoices from a single dashboard, ensuring timely updates and full visibility.
  • Seamless Document Management - Manage all GST-related documents in one place, securely and efficiently, with automatic linking to transactions and audit trails.

ERPNext Insights

Make data-driven decisions with ERPNext Insights. Connect to multiple data sources, visualize key metrics, and build custom dashboards to monitor business performance in real-time.

  • Connect to Multiple Data Sources - Integrate with various internal and external data sources to bring all your business data into one unified view.
  • Analyze with Insightful Charts - Create dynamic and interactive charts to understand trends, performance, and KPIs across departments.
  • Organize with Powerful Dashboards - Build customizable dashboards to monitor key business metrics and enable quick decision-making.
  • Visual Query Builder - Use a no-code visual interface to create queries and generate reports without writing SQL.
  • Transformations - Apply filters, groupings, and calculations to shape your data and extract meaningful insights.

ERPNext’s LMS (Learning Management System)

ERPNext’s Learning Management System allows you to create, manage, and deliver structured online courses with ease. It supports interactive content like quizzes, assignments, and live classes to enhance the learning experience. Instructors can track student progress and performance in real-time using built-in dashboards and analytics. With tools for student engagement and batch management, ERPNext LMS offers a complete solution for effective and organized online learning.

  • Create & Share Online Courses - Design and publish courses with videos, quizzes, and documents to provide a complete learning experience.
  • Interactive Learning Experiences - Enable interactive content to keep learners engaged through quizzes, assignments, and multimedia resources.
  • Student Engagement Tools - Use discussion forums, notifications, and feedback tools to keep students connected and motivated.
  • Batch & Progress Tracking - Manage student batches and track individual or group progress across multiple courses.
  • Live Classes & Evaluations - Schedule live sessions and conduct assessments to evaluate learner performance.
  • Track Progress with Statistics Dashboard - Monitor learner activity and performance using detailed dashboards and progress reports.

ERPNext’s Point of Sale (POS) System

ERPNext’s Point of Sale system is a fast, reliable, and user-friendly solution designed for efficient retail operations. It enables real-time billing, automatic inventory updates, and centralized control across multiple stores and branches. With support for both online and offline modes, the POS ensures uninterrupted sales even during internet downtime. Features like barcode scanning, multiple payment options, discounts, returns, and loyalty programs enhance the checkout experience, while seamless integration with inventory, accounting, and customer modules ensures end-to-end operational efficiency.

  • Items and Pricing Management - Easily manage products, pricing rules, and item variants with centralized control.
  • Quick Stock Balance and Audits - Access real-time stock levels and perform quick audits to ensure inventory accuracy.
  • Multi-Store and Branch Management - Operate multiple branches or retail outlets with centralized monitoring and control.
  • Promotional Schemes and Discounts - Create and apply discounts, coupons, and promotional pricing for specific periods or customer groups.
  • Configurable Print Formats for Invoices - Customize invoice print formats to match your branding and regulatory needs.

ERPNext’s Helpdesk

ERPNext’s Helpdesk module offers a complete customer support solution through an integrated and automated ticketing system. It streamlines communication, improves response times, and ensures accountability through SLAs, automation, and insightful reporting.

  • Email Integration – Automatically convert incoming support emails into tickets for easy tracking.
  • User Portal – Raise Tickets – Allow customers to raise and monitor their tickets through a dedicated portal.
  • Service Level Agreements – Define response and resolution timelines to ensure consistent service quality.
  • Automation & Canned Responses – Use predefined replies and automation rules to reduce manual effort and speed up communication.
  • Categorization and Prioritization – Organize tickets by category and priority to route them to the right support agents.
  • Reporting and Analytics – Monitor ticket volumes, agent performance, and resolution times with detailed reports and dashboards.

ERPNext’s WhatsApp Integration

ERPNext’s WhatsApp Integration enables seamless, real-time communication with customers directly from the platform. It helps streamline support, marketing, and transactional messaging while keeping all conversations organized in one place.

  • Real-Time Messaging – Instantly send and receive WhatsApp messages for faster customer interactions.
  • Centralized Communication History – Maintain a complete log of all WhatsApp conversations linked to relevant documents and customers.
  • WhatsApp Templates – Use approved message templates for automated updates like order confirmations, invoices, and reminders.
  • Webhook Support – Trigger actions and workflows based on incoming or outgoing WhatsApp messages using webhooks.
  • Customizable Settings – Configure message flows, sender numbers, and templates as per your business needs.
  • User-Friendly Interface – Simple and intuitive interface for users to manage conversations without leaving ERPNext.

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