ERPNext User Manual

1.
ERPNext User Manual (English)

2. Introduction
Introduction
What is an ERP system? And why should businesses use it?
If you are already convinced you need an all-in-one enterprise solutions system for your
organization, you can skip this page.
Today, small and medium-sized businesses (SMEs) also face some of the problems that
large enterprises do. One of them being planning and managing their resources. SMEs
face similar complexities but have limited resources to deal with them.
Small businesses (like their bigger counterparts) have to:
 Do accounts to track their sales/purchases.

 Do their taxes.
 Pay their employees.
 Manage deliveries within promised timelines.
 Deliver quality goods and services.
 Communicate with customers, answer their queries.
Large enterprises invest millions of dollars in highly sophisticated systems like SAP. SAP
and similar systems are able to handle requirements from these large enterprises to
bring their multi-country, multi-company, multi-currency, global businesses into a
single platform. This has helped them achieve consolidation of data/records in the
fundamental processes such as accounting, taxation, payroll, reporting, and supply chain
to name a few.
In contrast to large enterprises, SMEs have been left out of the 1st wave of digital
revolution (1995-2015). The main reason for being left out is because they don't have
the financial resources to license, hire programmers and customize such software to
match their needs. Systems like SAP have been a no-go for most SMEs. Such systems
need a minimum CAPEX or OPEX layout of $100k (Yes, One Hundred Thousand
Dollars) and upwards. Even with cloud offerings (Software as a Service, SAAS) from such
vendors, there is no easy Do It Yourself (DIY) people can feel confident about.
So even today, small businesses continue to struggle to keep things organized. They
often use a mix of applications and tools such as spreadsheets, accounting software,
web-based CRMs to manage their day to day record keeping. As a consequence, they
have to access different systems to understand customers' master data, sales, cash
flows, or profitability. The information exists in different silos. It becomes hard to
combine the data in order to get useful insights or alerts. This leads to SMEs
being reactive instead of being proactive in their day to day operations. With such a
constrained way of working, there's limited scope for growth.
ERPNext addresses some fundamental problems SMEs struggle with when managing
their resources:
 Affordability: It is a Free and Open Source Software, freely available to download

and install.
 Completeness: All necessary modules are available. View full list.
 Customization: It is easy to add fields, or add more features.
 Efficiency: Computing requirements are relatively low (cheaper to host and
manage).
 Wholesomeness: A single system and database that allows multiple users to
record transactions or extract data simultaneously.
What is ERPNext?
ERPNext is a full-featured business management solution that helps SMEs to record all
their business transactions in a single system. With ERPNext, SMEs can make informed,
fact-based, timely decisions to remain ahead in the competition. It serves as the
backbone of a business adding strength, transparency, and control to your growing
enterprise.
ERPNext will help you to:
 Track all invoices and payments.

 Know what quantity of which product is available in stock.
 Identify and track your key performance indicators (KPIs).
 Identify open customer queries.
 Manage employee payroll.
 Assign tasks and follow up on them.
 Maintain a database of all your customers, suppliers, and contacts.
 Prepare quotations.
 Track your budgets and spending.
 Determine effective selling price based on the actual raw material, machinery and
effort cost.
 Get reminders on maintenance schedules.
 Publish your website.
And a ton more.
Is ERPNext only for SMEs?

ERPNext scales well from SMEs to even large enterprises. ERPNext is used by several
retail chains in Africa as well as a highly regarded equities trading company in India with
over a thousand employees.
Check out a variety of User Stories to know more. Here is a video to get you started:

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ERPNext User Manual (English)

Small businesses (like their bigger counterparts) have to:

 Do accounts to track their sales/purchases.

 Affordability: It is a Free and Open Source Software, freely available to download

ERPNext will help you to:

 Track all invoices and payments.

And a ton more.

Is ERPNext only for SMEs?

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