ERPNext Questions & Answers

ERPNext offers features like inventory tracking, automated stock replenishment, barcode integration, batch management, and FIFO-based stock valuation. These tools simplify warehouse operations and improve efficiency.

To close or resolve a ticket in ERPNext, follow the steps givne below:

• Open ERPNext
• Navigate to the Support module
• Choose the ticket you wish to close
• Update the status to 'Closed' and add any resolution comments
• Ensure all associated tasks or follow-ups are completed.

To create and manage Service Level Agreements reports in ERPNext, follow the steps given below:

• Open ERPNext
• Navigate to Support
• Click on Settings
• Choose Service Level Agreement
• Set SLA rules like priority and response/resolution times
• Link them to customer issues under the Issue module
• Click on Support
• Choose Reports
• Click on SLA Compliance
• Monitor SLA compliance
• Customize the reports if needed via the report builder.

ERPNext improves maintenance management with capabilities for scheduling, tracking, and documenting equipment service. One can create maintenance plans, keep track of service orders, and manage the inventory of replacement components.

To manage master data in ERPNext, follow the steps given below:

• Open ERPNext
• Go to the relevant module
• Input the required details
• Master data centralizes information and ensures consistency across modules

To configure timesheet settings for different roles in ERPNext, follow the steps given below:

• Open ERPNext
• Navigate to the HR Module
• Set role-based permissions
• Customize the fields visible for specific user roles
• Ensure timesheet approval workflows align with organizational policies.

ERPNext automatically updates costs, expenses, and valuations in real time by connecting inventory movements with accounting entries.

To create a custom dashboard in ERPNext, follow the steps given below:

• Open ERPNext
• Go to the ‘Dashboards’ section
• Hit ‘New’
• Name the dashboard
• Choose the relevant module to track data from
• Add charts by choosing the chart type, data source, and other options
• Save the dashboard

To install ERPNext on GitHub, follow the steps given below:

• Run git clone https://github.com/frappe/erpnext.git in your terminal
• Configure Bench CLI to manage the installation
• Utilize Bench commands to set up the production or development environment

As of now, the latest version of ERPNext is v15.43.0.