Skip to main content

20 User Friendly Tools of ERP-Next for Sales and Purchase Activity

 



Reinvent Sales And Supply Chain With An Open Source Sales & Purchase Tool


Track inventory levels, replenish stock, and manage sales orders, customers, suppliers, shipments, deliverables, and order fulfillment — all in one open source sales & purchase ERP. Below is the List of Salas and purchase tools/.

  1. Real-Time View of Your Sales & Purchases.

  2. Item Variants.

  3. Track Serial Numbers

  4. Manage Lots

  5. Multi-Channel Sales

  6. Powerful Marketing Tools

  7. Elegant Print Formats

  8. Powerful Marketing Tools

  9. Journals and Payments

  10. Accounts Receivable

  11. Documents Storage.

  12. Stock Replenishment:

  13. Promotional Schemes

  14. Vendor Management

  15. Supplier Portal

  16. Accounts Payable

  17. Automated Invoicing

  18. Multi-Currency Sales

  19. On-The-Fly Customizations

  20. Self-Onboarding & Implementation


Real-Time View of Your Sales & Purchases

ERPNext brings all critical sales and purchase data to one place. Dashboards provide an at-a-glance view of key performance indicators relevant to business processes. With configurable accounting dimensions and customizable dashboards, it's finally possible to analyze every component of your business in one place.



Item Variants

Businesses have to manage thousands of product permutations in different colors, finishes, shapes and sizes. In ERPNext, the primary item is stored as an item template, and each of the variations is stored as an item variant.


Track Serial Numbers

ERPNext's Serialized Inventory feature comes in handy for maintaining a real-time view of product availability and stock across locations. You can even use a serial number to track the whole lifecycle of an item — from its procurement or manufacture to sale and delivery. Scan barcodes with your device camera for blazing fast search and quicker results.

Manage Lots

Batched items can be easily managed with ERPNext's integrated inventory — maintain manufacturing dates and expiration dates, analyze item expirations, and so on. You can also set up automatic batch naming so that all your team has to worry about is procurements and sales, not maintaining batch IDs.

Multi-Channel Sales

Be it Shopify, WooCommerce or Amazon MWS, it's easily to integrate ERPNext's items, customers, and sales orders with third-party sales apps. It just takes a 4-click configuration to make sales smoother and your life easier

Elegant Print Formats

First impressions matter. Beautify your quotations and keep documents flawless and consistent with custom print format templates (using HTML or Jinja templating) and one-time configuration.

Powerful Marketing Tools

Our open-source CRM tool makes your lead closure soar. Use email campaigns for targeted marketing, send bulk emails to your customers with beautiful newsletters, and reap the benefits of your campaigns with granular analysis of lead sources.

Journals and Payments

Maintain a clean and crisp ledger to avoid mismatches when closing accounts. Track income and expenses (deferred or accrued), set up notifications for period closing, and control cash flow. Advance payments can be recorded and reconciled in one go.

Accounts Receivable

Track the balance that customers owe you towards the sales invoices you have already sent to them. You can import your existing accounts receivables details using the Opening Invoice Creation tool.

Documents Storage.

Projects documentation can be complex, so it's important that everyone can access the files they need. ERPNext makes accessibility easy, with built-in uploading and sharing for multimedia files (such as images, videos, documents). You can choose to upload files directly or use a web link.

Stock Replenishment

To prevent stockouts, track an item's reorder level. When the stock level goes below the reorder level, ERPNext will automatically create a material request. This helps you replenish inventory at exactly the right time and reduce chances of stock exhaustion.

Promotional Schemes

Introduced for large-scale retailers and distributors, managing discounts or margins based on rate or amount was never easier. With promotional schemes, you can manage item discounts for different parties or conditions. Promotional schemes will automatically change the applicable pricing rules.

Vendor Management

ERPNext includes options to warn about RFQs & POs or prevent RFQs & POs. Your supplier's currency can be different from your company currency, and our software will handle all exchange rates and conversions.

Supplier Portal

Use the supplier portal to help suppliers manage themselves. The suppliers can submit requests for quotations and automatic supplier quotations, or access ongoing purchase orders and receipts. Suppliers can also raise purchase invoices for fulfilled orders. You can then verify these invoices for final approval.

Accounts Payable

See how much you owe your suppliers and track due dates or payment aging on the Accounts Payable report. Once you pay an invoice, just post a payment entry. You can even import all your existing invoices using the Opening Invoice Creation Tool.

Automated Invoicing

Don't waste time sending renewal invoices every month. Use the Subscriptions feature to get invoices auto-generated for subscription orders.

Multi-Currency Sales

Managing transactions in different currencies is simple with our online sales software. Send invoices and add expenses in any currency, and let the system convert them to your base currency. You can even see financial transactions and reports in multiple

On-The-Fly Customizations

Create your own open source sales & purchase software. Map your most important data by adding custom fields in your forms. Customize form behavior by auto-fetching values, hide fields based on user roles, and create custom print formats all without a single line of code.

Self-Onboarding & Implementation

All the tools you need to achieve business excellence are part of the world’s first smart, DIY ERP. Transform your organization with excellent documentation and video tutorials that facilitate a zero-touch, super-fast ERP implementation.

Comments

Popular posts from this blog

Dubai Islamic Bank Pakistan (DIBP) Harrasment Case - Filed by Female Branch Manager

  A woman bank manager has filed an application to the Federal Ombudsperson for Protection against Harassment of Women at the Workplaces that her superior had allegedly harassed her.  The applicant claimed that a regional head for the Dubai Islamic Bank (DIB) had allegedly, repeatedly harassed her at their workplace. She added that the bank’s management failed to take any action nor did they make conduct an inquiry despite her complaints. Instead, she claimed that she had been suspended from in contravention to the Anti-Harassment Act of 2010. Sources have disclosed that the woman has submitted a thread of text messages as evidence to substantiate her claim along with an application. She has included the names of the SME branch chief in Karachi along with DIB Internal Audit Head Najeeb Gillani as respondents in the case. The bank administration has been summoned by the federal ombudsperson on February 19.    Top Stories: Chaudri Pervaiz Elahi Condemn the Pu...

Story of Agha Hasan Abedi & BCCI

Agha Hasan Abedi: the man who dared to dream BIG! Agha Hasan Abedi was one of the finest minds this country has ever produced. He was an exemplary patriot and a legendary banker. In the mess that exists today, the youth of Pakistan desperately needs inspiring personalities to look up to. I cannot think of a better person to quote. He proved that politics is not the only form of service to the nation. He suffered through various scandals towards the end of his life, but no one can deny his contributions towards building a stronger Pakistan. It is a shame we let our youth forget a man like Agha Hasan Abedi.   Thousands graduate every year from FAST National University and Ghulam Ishaq Khan Institute. Only a handful of those proud degree holders know who laid the foundations of these prestigious institutes. It was one man’s vision that delivered tremendously to Pakistan’s development. *A true patriot: Agha started his banking career at Habib Bank in the late 19...

Home Finance for Salaried Persons

You can buy, built or renovate your home on easy Installments Features Lowest rentals rates. Quick processing. Up to 100 Million financing. Income clubbing  Financing Tenure 3 years to 20 years. Financing available for buy, built and renovation. Eligibility: Age limit (20-60) years Salary should be credit in bank account Minimum Salary Rs. 80,000/- 2 years job relation Clean property documents and property should be leased. Documents: Cnic Copy Two recent passport size photographs 3 months current payslips One Year Bank Statement Account maintaining certificate(must showing Cnic #) Applying for home loan  What's app your basic details Like ; loan amount, tenure, and  your monthly income.  What's  app @  0332-2174785 Home Finance for Businessman https://tryfinancialsolutions.blogspot.com/2018/12/home-finance-for-businessman.html?m=1

Home Finance on easy installments with 100 % Approval

you can buy, build or renovate your home,  and let us bring your dreams to life with the most convenient terms and simplest process! Buy Your Home! Step 1: Find your dream Ghar. Step 2: Apply for Home Purchase Loan, from as low as Rs. 500,000 to as high as Rs. 100 million. Step 3: Choose from financing tenure of between 1 and 20 years. Step 4: Let us take care of the rest. Build Your Home! Step 1: Find the right plot for your dream Ghar. Step 2: Apply for  home Construction Loan, from as low as Rs. 500,000 to as high as Rs. 100 million (for pre-owned plot, maximum loan limit of Rs. 50 million). Step 3: Choose from financing tenure of between 1 and 20 years. Step 4: Let us help construct your visions into reality. Renovating your Home! Step 1: Plan out the makeover your home. Step 2: Apply for home Renovation Loan, from as low as Rs. 500,000 to as high as Rs. 10 million. Step 3: Choose from financing tenure of between 1 and 10 years. Step 4...

Pakistan will be next Palestine!!

This is something we are ignoring immensely stuck in our short term perception and gains of life. This is NOT a joke. Really. Things are going bad and going really fast I must say. Raise your voice, don't let it be another Palestine. An important Message for #Pakistanis All People of Pakistan should stand up for passing a law that "Foreigners Cannot Buy Land in Pakistan and Start Business without Local Pakistani Sponsorship". If, we don't stand now then #Chinese will buy all land of Pakistan (They have money to buy) and one day our coming generations will be standing like #Palestinians to get their land back... Pass this to as many people you can to make this voice heard to make the required Laws... Also they cannot start their business in Pakistan without keeping 55% share holder to LOCAL Pakistani along with yearly money just like gulf states, UAE, KSA etc and China mainland itself is doing for the betterment of their state and citizens. Pray ...

For Sale- MIRA model (2011)- Registration (2015)

Urgent Sale Model 2011. Reg 2015 1st owner cplc clear auction sheet available eco idle Grade 4.5 milage 58,000 Km only one side door touchup skratches thay is liye repair karwaya Demand Rs. 970/- Auction sheet

5 Tips to Improve Your Chances of Getting a Bank Loan

A ccessing suitable financing is a perennial problem for entrepreneurial businesses. While the private equity market may be booming for tech startups, companies that need a line of credit or money for factoring have a hard time getting banks to put up cash. But getting a bank loan doesn’t have to be that difficult. Recently, we asked some small business bankers and entrepreneurs for their advice on getting a ‘yes’ from a financial institution. Here are some of our favourite responses. TREAT YOUR BANK LIKE A BUSINESS PARTNER “You really have to get to know your bank manager. Invite them into your business to see what you’re doing. Have regularly scheduled meetings so they can understand the peaks and valleys of your business. When I needed immediate assistance with cash flow, my bankers knew what to expect long before that day, because we had discussions about it. We talked about how they could help us and what we needed to do to allow them to support us. All of these things...

Reasons of Cyber Crime & Fraud in Banking Industry

Human resource Department of any bank could play a crucial role to minimize the chances of fraud and Cyber crime by hiring quality staff. State Bank should have to take some measure for it. https://refferalsearnings.blogspot.com/2019/09/wow-app-new-way-of-earning-without.html?m=1 For Home Finance https://tryfinancialsolutions.blogspot.com/2018/09/home-finance-for-salaried-persons.html?m=1 Home Finance for Businessman https://tryfinancialsolutions.blogspot.com/2018/12/home-finance-for-businessman.html?m=1

10 Years Back PayPal banned Pakistan, Now Pakistan launched “PAYPAK”

PayPak is a Pakistani  domestic payment scheme launched by 1 Link   under the State Bank of Pakistan  Vision 2020 . . The reason to launch this domestic payment scheme was to save inter-change costs of International Payment Schemes. PayPak cards can only be used on ATMs & POS Terminals throughout Pakistan and are yet to be enabled for online transactions. The world has increasingly come to expect faster payments. Even the thought of paying for items by a simple swipe of a watch no longer raises eyebrows. Meanwhile, the process of using payments through electronic means to curtail unregulated and free markets remains futile for decades in Pakistan due to the lack of any concrete road map and regulations on electronic payment usage. The biggest hindrance to financial inclusion is the high cost of cards based on international schemes. As a result, a huge proportion of the population is unbanked and under-served. The unbanked population doesn’t have access t...

Branches Codes List for Fresh Currency Notes of Gilgit Batistan & Islamabad

Fresh Currency will be available at nominated branches from 1st June 2018 to 14th June 2018. Say Hello! Askari Life "Nayab" https://tryfinancialsolutions.blogspot.com/2018/12/invest-today-for-your-hassle-free-future.html?m=1 SMS at 8877 Cnic# space branch code xxxxx-xxxxxxx-x ABC001   Home Finance for Salaried Persons https://tryfinancialsolutions.blogspot.com/2018/09/home-finance-for-salaried-persons.html?m=1 Home Finance for Businessman https://tryfinancialsolutions.blogspot.com/2018/12/home-finance-for-businessman.html?m=1 Personal Finance for Salaried persons https://tryfinancialsolutions.blogspot.com/2018/03/up-to-rs-2-million-loan-for-salaried.html?m=1