Solving complicated problems for your business doesn't mean you have to splash out for a million dollar Enterprise Resource Planning (ERP) system. For a small or medium size organization, Open Source ERP - ERPNext is better and suitable solution with minimal subscription and implementation cost. There are plenty open source ERP solutions available in market but we chose best among them. We focus on to leverage you the benefits of open source with customization based on your business need.
With a fully integrated CRM system, you can track Leads & Opportunities in ERP. You can set alerts and send email directly from the system so that you can close more deals. Keep engaging with them by sending newsletter once in a while and send specific Quotations when they are ready to order.
Selling is the communication that happens with the customer prior to and during the sale. You might be managing all the communication yourself or you may have a small team of sales people to handle this. ERPNext helps you track the communication leading up to the sale, by keeping all your documents in an organized and searchable manner.
With a fully integrated sales system, you can send Quotes, manage Sales Orders and order fulfillment in ERP. You can set alerts and send email directly from the system. Customer can see their order directly from the web application using their credentials.
Buying in right amounts, in right quantities, can affect your cash flow and profitability. ERPNext contains a set of transactions that will make your buying process as efficient and seamless as possible. Make purchase requests for all materials required for production. Send automatically to concerned suppliers.
At the end of sales and purchase cycle comes billing and payments. You may have an accountant in your team, or you may be doing accounting yourself, or you may have outsourced your accounting. In all the cases financial accounting forms the core of any business management system like an ERP.
Easily manage multiple inventory locations. Track inventory levels per warehouse and update based on manual inspection. Batches, serial numbers, stock valuation and automated inventory accounting help you be on top of stock.
Your employees can apply for leaves and claim expenses directly through ERP. All of this is seamlessly integrated with your payroll and accounting. It also helps you manage recruiting, appraisals, trainings and much more.
To maintain multi-level Bill of Materials (BOMs) for your Items. It helps in product costing, production planning, creating production orders for your manufacturing shop floors and planning inventory by getting your material requirement via BOMs (also called Material Requirements Planning MRP).
It helps you manage your Projects by breaking them into Tasks and allocating them to different people. Purchasing and selling can also be tracked against Projects and this can help the company keep tabs on its budget, delivery and profitability for a Project. Projects can be used to manage internal projects, manufacturing jobs or service jobs. For service jobs, Time Sheets can also be created that can be used to bill Customers if billing is done on a Time & Money basis.
The School Modules in ERPNext is designed to meet requirements of Schools, Colleges & Educational Institutes. This is a centralized system, which maintains and updates all the activities related to an Institution. This will ease the process of each and every aspect of a School, be it Students, Admission, Examination and Fee.
A small Website Development app right inside ERPNext! Using ERPNext’s Website module, you can.
ERPNext Healthcare helps you manage your Clinic or Practice efficiently by scheduling Appointments and recording Patient Encounters (Consultations). You can easily pull out a Patient's Health Record anytime to review all the history of treatments assisting you in providing effective, high quality care.
Fleet Management module helps your Organization manage their fleet of vehicles and track their expenses.
ERPNext offers many tools to customize the system.
You simplify the forms by hiding features you don’t need using Disable Features and Module Setup, add Custom Fields, change form properties, like adding more options to drop-downs or hiding fields using Customize Form View and make your own Print Formats by using HTML Templates. You can also create multiple Letter Heads for your Prints.