ERPNext Features

Based on 11 ERPNext reviews and verified by the G2 Product R&D team. Streamlines data entry by auto populating recurring or predefined vendor information and invoice details

Based on 11 ERPNext reviews and verified by the G2 Product R&D team. Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions.

Based on 12 ERPNext reviews and verified by the G2 Product R&D team. Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record

Based on 11 ERPNext reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios.

Based on 10 ERPNext reviews and verified by the G2 Product R&D team. The system automates the dunning process to help drive collections

Based on 10 ERPNext reviews and verified by the G2 Product R&D team. General reporting offered covers all of the standard financial statements and meets the basic needs of the business

Based on 12 ERPNext reviews and verified by the G2 Product R&D team. The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates.

Based on 11 ERPNext reviews and verified by the G2 Product R&D team. Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source.

Based on 10 ERPNext reviews and verified by the G2 Product R&D team. Ability to track cash positions across all accounts, banks, business units, and countries

Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations This feature was mentioned in 10 ERPNext reviews.

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Based on 10 ERPNext reviews and verified by the G2 Product R&D team. Automate recognition of revenue and expenses by defining recognition templates.

Based on 12 ERPNext reviews and verified by the G2 Product R&D team. Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules.

Based on 11 ERPNext reviews and verified by the G2 Product R&D team. Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes.

Based on 11 ERPNext reviews and verified by the G2 Product R&D team. Clearing of electronic payments to transfer funds from customers to suppliers

Based on 11 ERPNext reviews and verified by the G2 Product R&D team. Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers

Based on 10 ERPNext reviews and verified by the G2 Product R&D team. Resources can be allocated and reallocated across multiple projects and portfolios.

Based on 11 ERPNext reviews and verified by the G2 Product R&D team. Create a list of all the assets owed by a company.

As reported in 11 ERPNext reviews. Include lean project management features and best practices.

Based on 11 ERPNext reviews and verified by the G2 Product R&D team. Track maintenance operations for the products sold, such as calibration or preventive maintenance

Based on 13 ERPNext reviews and verified by the G2 Product R&D team. Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.

Based on 11 ERPNext reviews and verified by the G2 Product R&D team. Payroll module or integration to an external payroll provider which automates the recording of payroll

Create the optimal mix of portfolios to achieve operational and financial goals. 10 reviewers of ERPNext have provided feedback on this feature.

Based on 12 ERPNext reviews and verified by the G2 Product R&D team. Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process

Based on 10 ERPNext reviews and verified by the G2 Product R&D team. Define requisition rules for various types of procurement.

Based on 10 ERPNext reviews and verified by the G2 Product R&D team. Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.

Identify and assess suppliers for different products and services.

Based on 10 ERPNext reviews and verified by the G2 Product R&D team. Monitor the status of multiple types of assets.

Based on 11 ERPNext reviews and verified by the G2 Product R&D team. Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.

Maintain information on warranties for the products delivered and for their components

Available to promise provides information on future availability of products that are either planned for production or purchased but not received.

Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts.

Rules ensure that users select only compatible options and that all required items are included

Based on 11 ERPNext reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Based on 10 ERPNext reviews and verified by the G2 Product R&D team. Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents

Allows clients to book jobs through the desktop page or within the app.

Notifies field service workers of their upcoming assignments.

Based on 10 ERPNext reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders.

Allows users to search, filter, sort and select items to be added to quote

Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.

Based on 10 ERPNext reviews and verified by the G2 Product R&D team. Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders.

Functionality to allow users to process returns/refunds either via self service or contacting customer service.

Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Creates and assigns support tickets, scheduling them in a timely manner.

Images can be displayed of options to enable users to visualize product options as it is being configured

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Based on 11 ERPNext reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.

Based on 11 ERPNext reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Based on 12 ERPNext reviews and verified by the G2 Product R&D team. Manage and track all inventory records across warehouses and retail locations through a single unified database.

Track products and raw materials shipped by suppliers, from origin to destination.

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Based on 10 ERPNext reviews and verified by the G2 Product R&D team. Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.

Based on 11 ERPNext reviews and verified by the G2 Product R&D team. Customizable reporting allows insight into usage of inventory and services.

Based on 11 ERPNext reviews and verified by the G2 Product R&D team. Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.

Support multiple picking methods such as batch, wave, or zone picking.

Create schedules for picking activities based on inventory availability.

Based on 11 ERPNext reviews and verified by the G2 Product R&D team. Match the products received with the corresponding purchase orders and add them to inventory.

Based on 10 ERPNext reviews and verified by the G2 Product R&D team. Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.

Based on 13 ERPNext reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Based on 11 ERPNext reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.

Based on 10 ERPNext reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Based on 11 ERPNext reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Based on 12 ERPNext reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 11 ERPNext reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.

Monitor product defects, identify causes and provide corrective actions to improve quality.

Calculate demand by consolidating data from multiple sources.

Define and implement workflows for inspections, including rules for escalations and notifications.

Track resource availability for raw materials and production capacity.

Create and implement master production plans for multiple production lines and locations.

Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.

Generate production plans based on demand and resource availability.

Identify rejected products and decide either they can be repaired or discarded.

Assign equipment and monitor shop floor activities during various production stages.

Track production waste such as scrap, as well as returns that cannot be repaired.

Track work in process (WIP) across multiple production lines and manufacturing locations.

Based on 10 ERPNext reviews and verified by the G2 Product R&D team. Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer

Based on 11 ERPNext reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Based on 11 ERPNext reviews and verified by the G2 Product R&D team. Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Makes informed choices based on available data and objectives