What is ERPNext?

ERPNext is a complete business management solution that enables companies to record all the business transactions in a very systematic and easy way in one single system. ERPNext makes it possible for companies to take fact-based decisions in time so that they will be able to stay abreast in the market. It is the backbone of a company, giving robustness, transparency, and control over the expanding businesses.

Benefits of ERPNext

  1. Financial Tracking:

    Monitors the financial parameters of your enterprise exceptionally well.

  2. Invoice and Payments Management:

    Manage all payments and invoice transactions effectively.

  3. Inventory Management:

    Keep track of the quantities of stock available for each product.

  4. Key Performance Indicators:

    Set and analyze the key performances of the business.

  5. Customer Inquiries:

    Prioritize and resolve the pending customer inquiries as soon as possible.

  6. Payroll Management:

    Manage the payroll of employees in an efficient manner.

  7. Task Management:

    Assign certain tasks and ensure completion within the set time frame.

  1. Contact Management:

    Maintain a complete database on the customers, suppliers, and other contacts.

  2. Quotation Preparation:

    Making and controlling the quotations becomes easier.

  3. Budget Tracking:

    Supervise your budgets and incurred costs, without any discrepancies.

  4. Pricing Determination:

    Set more realistic selling prices based on actual costs of raw materials, equipment and labor.

  5. Maintenance Reminders:

    Get timely reminders for the maintenance schedules set earlier on.

  6. Website Publishing:

    Maintain and update your website in the easiest of ways.

Manufacturing Benefits

  • Plan and manage production schedules.
  • Track raw materials and finished goods.
  • Ensure top-notch quality control.
  • Optimize budgets and cut waste smartly.

Project Companies Benefits

  • Plan and manage projects with ease.
  • Track timelines and key milestones.
  • Allocate resources and control budgets.
  • Get detailed project reports quickly.

Benefits over big ERPs

  • No costly licensing, open-source ERP.
  • Low-cost setup and easy maintenance.
  • Full access for customizations and integrations.
  • Quicker deployment than big ERPs.
  • Global community for constant support.

Modules

Accounting

  • Gain better control of expenses with clear insights.
  • Easily handle invoices and payment entries.
  • Automate depreciation entries for all assets.
  • Generate combined reports for multiple companies.
  • Send reminders automatically for overdue payments.
  • Connect seamlessly with CRM for smoother operations.
  • Manage export/import with multi-currency accounting.
  • Automate term loan payments with scheduled entries.
  • Get detailed sales, purchase, and profit analytics.

CRM

  • Guide leads to customers smoothly and efficiently.
  • Never miss follow-ups with timely system alerts.
  • See all conversations clearly in a single timeline.
  • Assign tasks and monitor progress without hassle.
  • Plan meetings with clear objectives and results.

Stock

  • Keep track of stock levels and future projections.
  • Organize storage with a tree structure of the warehouse.
  • Manage inventory using Serial/Batch tracking.
  • Create product bundles to sell items together.
  • Maintain custom price lists, including multi-currency.
  • Offer discounts and pricing rules tailored to needs.
  • Enforce quality checks before accepting deliveries.

Purchase

  • Manage purchases easily with a clear workflow for material requests.
  • Send RFQs to multiple suppliers instantly with just one click.
  • Get multiple quotes and select the best option for your needs.
  • Boost efficiency while cutting down the cost of goods.
  • Compare supplier quotes side by side for smarter sourcing.
  • Dive deep into item-wise and supplier-wise pricing trends.
  • Rate suppliers based on their delivery reliability and product quality.
  • Avoid stockouts by automating purchase requests when inventory is low.

Manufacturing

  • Built to suit businesses across all types of industries.
  • Makes it easy for SMEs to handle manufacturing with less data entry.
  • Accurately tracks the cost of goods, from raw materials to operations.
  • Standardize tasks with workstations and benchmark timings.
  • Supports multiple BOMs for the same item to accommodate variations.
  • Keep tabs on inventory, costs, and workstation availability seamlessly.
  • Use the production planning tool to organize schedules and sub-assemblies.
  • Analyze each production batch to find ways to improve efficiency.

Quality Control

  • Set clear criteria for inspecting incoming, in-process, and outgoing goods.
  • Perform inspections, document results, and keep everything organized.
  • Use handy checklists and forms to ensure consistent quality checks.
  • Identify issues quickly and take corrective actions without delay.
  • Tie quality control directly to your manufacturing and inventory processes.
  • Generate reports to monitor trends and spot improvement opportunities.
  • Automate inspections at key production points to save time.
  • Keep a detailed record of inspections for compliance and audits.
  • Standardize processes to ensure every product meets high-quality standards.

Frappe HR

  • Keep employee attendance organized and simple.
  • Automate payroll to save time and reduce errors.
  • Manage leaves and holidays effortlessly.
  • Handle expense claims quickly and accurately.
  • Track job openings and manage applicants with ease.
  • Use a structured appraisal system for evaluations.
  • Organize training and gather valuable feedback.

Asset

  • Centralize your entire asset management process.
  • Manage assets from procurement to disposal seamlessly.
  • Keep track of IT equipment and infrastructure easily.
  • Combine multiple tools into one application.
  • Create and maintain detailed asset records.
  • Monitor depreciation and plan maintenance schedules.
  • Get instant reports and insights for better decisions.

Project

  • Plan, organize, and manage project activities smoothly.
  • Break projects into tasks and assign responsibilities.
  • Monitor timelines, budgets, and progress efficiently.
  • Enable team communication through the platform.
  • Create and reuse templates for similar projects.
  • Use real-time analytics to track project performance.

Customer Service And Support

  • Set up a system to resolve customer issues faster.
  • Track product guarantees and warranties with ease.
  • Record issues with an automated ticketing system.
  • Assign tickets to the right person for resolution.
  • Notify customers via email or SMS after resolution.
  • Invoice maintenance and repair for out-of-warranty items.
  • Collect feedback to ensure quality service standards.

Export-Import

  • Generate export documents (like Draft BL, Shipping Invoice, Customer Invoice, and Packing List with a single click).
  • Manage export and import finances with accurate maturity tracking.
  • Track letters of credit with detailed conditions.
  • Manage forward contracts and monitor hedging ratios.
  • Calculate RODTEP claims, MEIS, and IGST on exports and record accounting entries for these receivables.
  • Handle export/import under Advance Authorization licenses.

Website and E-commerce

  • Easily create and manage website content.
  • Publish blog posts and update pages in minutes.
  • Add e-commerce features for selling online seamlessly.
  • Manage product catalogs and inventory effortlessly.
  • Set up shopping carts and smooth checkout flows.
  • Process customer orders with secure payment gateways.
  • Personalize shopping experiences with segmentation tools.
  • Track and analyze website traffic and e-commerce performance.

eSoft Technologies: Comprehensive ERPNext Solutions

eSoft Technologies provides robust and seamless ERPNext solutions tailored for small and medium enterprises. Deployed on-premise or in the cloud, ERPNext is cost-effective and scalable.