ROOM64 / KNOWLEDGE / ERPNEXT
ค้นหาเอกสาร ERPNext
รวมเอกสาร 712 หน้า ตั้งแต่ Company, ผังบัญชีและปีงบประมาณ ไปจนถึงงานจัดซื้อ ขาย สต็อก งานผลิต และโครงการ ค้นหาชื่อ DocType ภาษาอังกฤษหรือเลือกหมวดที่ต้องการ
เนื้อหารายละเอียดในคลังเป็นภาษาอังกฤษ หากเพิ่งเริ่มใช้ อ่าน บทความเริ่มต้นภาษาไทย ก่อน แล้วค่อยเปิดเอกสารของ DocType ที่กำลังใช้งาน
เอกสารทั้งหมด 712 หน้า
- Website · เว็บไซต์และร้านค้าออนไลน์2 Step 301 Redirect in your ERPNext WebsiteWhat is 301 Redirect?A 301 Redirect is used to make sure that search engines and users are sent to the correct page. A 301 status code is used when any page has been permanently m2-step-301-redirect-in-your-erpnext-website
- Introduction · เริ่มต้นและตั้งค่าAccess LogIntroduced in Version 13access-log
- Introduction · เริ่มต้นและตั้งค่าAccounting Dimensions FiltersImagine Apple pays $1,000 to advertise the iPhone. The company wants its reports to show two simple facts: the money was spent on the iPhone product and by the Marketing departmentaccounting-dimension-filter
- Introduction · เริ่มต้นและตั้งค่าAccounting DimensionsImagine Apple wants to understand whether iPhone, Mac, or Services contributes the most profit, and whether the Americas, Europe, or Greater China performs best. Creating separate accounting-dimensions
- Introduction · เริ่มต้นและตั้งค่าAccounting EntriesEvery submitted accounting transaction in ERPNext creates balanced debit and credit entries in the General Ledger . You normally do not post those lines yourself. You create the buaccounting-entries
- Introduction · เริ่มต้นและตั้งค่าAccounting for Bad DebtsRecord a bad debt when a customer receivable is no longer expected to be collected. The write-off should close or reduce the specific Sales Invoice , post the loss to an approved eaccounting-for-bad-debts
- Introduction · เริ่มต้นและตั้งค่าAccounting IntroductionAccounting in ERPNext turns everyday business activity into a reliable financial record. A sale, purchase, stock movement, expense, or payment begins as an operational document andaccounting-introduction
- Introduction · เริ่มต้นและตั้งค่าAccounting Migration OverviewAn accounting migration is not a project to recreate every screen and transaction from the old system. It is a controlled handover: choose a cut-off date, bring across the informataccounting-migration-overview
- Stock · สต็อกและคลังสินค้าAccounting Of Inventory StockThe value of available inventory is treated as a Current Asset in the company's Chart of Accounts . To prepare a Balance Sheet, you should make the accounting entries for those assaccounting-of-inventory-stock
- Introduction · เริ่มต้นและตั้งค่าAccounting PeriodNova Industries has approved its April to June financial statements. The finance team now needs those numbers to remain stable while July transactions continue. An Accounting Perioaccounting-period
- Introduction · เริ่มต้นและตั้งค่าAccounting ReportsIt is the end of August at Nova Industries. The sales team says the company had a strong month, but the finance manager sees less cash in the bank than expected. Customers still owaccounting-reports
- Introduction · เริ่มต้นและตั้งค่าAccounting Setup ChecklistAccounting setup is complete only when a real transaction can move from business activity to the correct ledger accounts without guesswork. The safest approach is to configure the accounting-setup-checklist
- Introduction · เริ่มต้นและตั้งค่าAccounting Workflows by Business TypeTwo companies can earn the same revenue while needing very different accounting workflows. A product business must track stock movement and cost, a service business may bill time oaccounting-workflows-by-business-type
- Introduction · เริ่มต้นและตั้งค่าAccounts Receivable and PayableNova Electronics Trading has sold goods on credit to Northstar Retail and bought devices on credit from Apex Devices. The finance team needs to know how much customers still owe, waccounts-receivable-and-payable
- Introduction · เริ่มต้นและตั้งค่าAccounts ReceivablesNova Industries has submitted invoices to several customers. The sales total shows how much was billed, but the collections team needs a different answer: who still owes money, whiaccounts-receivables
- Introduction · เริ่มต้นและตั้งค่าAccounts SettingsAccounting policies often begin as a small operational decision and later affect every invoice, payment, exchange-rate calculation, and ledger posting. Accounts Settings is where Eaccounts-settings
- Projects · โครงการและงานบริการActivity CostActivity Cost records the per-hour billing rate and costing rate of an Employee against a particular Activity Type.activity-cost
- Projects · โครงการและงานบริการActivity TypeActivity Type in ERPNext helps you maintain different types of activities against which a Timesheet can be made.activity-type
- Projects · โครงการและงานบริการAdd/Remove Fields from Print FormatTo explain, let's consider Purchase Order which has the following fields in the Print Format, and here, I want to add 'Supplier's Contact Name' under Supplier Name and remove the 'add-remove-fields-from-print-format
- Projects · โครงการและงานบริการAdding Attachments to Outgoing MessagesYou can add attachments to outgoing emails on-the-go in ERPNext.adding-attachments-to-outgoing-messages
- Selling · งานขายAdding MarginMargin increases an item's transaction Rate above its Price List Rate. ERPNext can apply a percentage or fixed amount directly on a Quotation or Sales Order item, or apply it automadding-margin
- Introduction · เริ่มต้นและตั้งค่าAdding reference to Journal EntryA reference connects one accounting row in a Journal Entry to the ERPNext document that explains the amount. On a receivable or payable row, the reference can also allocate the debadding-reference-to-journal-entry
- Introduction · เริ่มต้นและตั้งค่าAdding UsersUser management in ERPNext includes creating and managing user accounts, defining roles, and assigning these roles to users based on their responsibilities. Administrators can confadding-users
- Selling · งานขายAddressAn Address stores a physical or mailing location and can be linked to a Customer , Supplier , Lead, shareholder, sales partner, Warehouse , or Company. One party can have several baddress
- Selling · งานขายAddress TemplateAn Address Template controls how ERPNext formats an Address when it appears on transactions, print formats, previews, and communications. Country-specific templates let each regionaddress-template
- Introduction · เริ่มต้นและตั้งค่าAdjusting Withhold AmountSometimes a customer pays less than the Sales Invoice because they retain part of the amount as withholding tax. You can record the bank receipt and the withheld amount in one Paymadjusting-withhold-amount
- Introduction · เริ่มต้นและตั้งค่าAdministratorThe 'Administrator' in ERPNext is above the System Manager and has all the rights and permissions for an ERPNext account.administrator
- Introduction · เริ่มต้นและตั้งค่าAdvance in Separate Party AccountSome organizations keep advances in a separate party account until an invoice is issued. Configure the account carefully so the advance remains tied to the Customer or Supplier andadvance-in-separate-party-account
- Introduction · เริ่มต้นและตั้งค่าAdvance Payment EntryAn advance is money received from a Customer or paid to a Supplier before the final invoice. Record it against the party, and optionally against an Order, so it remains traceable aadvance-payment-entry
- Website · เว็บไซต์และร้านค้าออนไลน์Agriculture Module in ERPNextThe Agriculture module was created as an ERPNext domain app for farms and agriculture-focused organizations. It is intended to help users record crops and land, track agriculture aagriculture-module-in-erpnext
- Introduction · เริ่มต้นและตั้งค่าAllocating Credit Note and PaymentAllocate a Credit Note or unallocated customer payment when the credit should settle a specific Sales Invoice. Allocation updates the outstanding amounts without creating another sallocating-credit-note-and-payment
- Stock · สต็อกและคลังสินค้าAllow Over Delivery/BillingWhen creating a Delivery Note, system validates if item's qty is same as in the Sales Order. If item's qty has been increased, you will get the validation message of over-delivery allow-over-delivery-billing-against-sales-order-upto-certain-limit
- Manufacturing · งานผลิตAlternative Finished GoodsIn process industries (e.g. chemicals), a Work Order sometimes produces a sellable item that differs from the expected finished good, a different grade or specification identified alternative-finished-goods
- Projects · โครงการและงานบริการAmazon SP-API IntegrationThe Amazon Connector pulls Products and Sales Orders from the Amazon marketplace.amazon_integration
- Buying · งานจัดซื้อAmending Purchase Order after SubmitRate and Qty in Purchase Order can now be amended after Submit using the Update Items button.amending-purchase-order-after-submit
- Selling · งานขายAmending Sales Order after SubmitAfter a Sales Order is submitted, its core values are locked to protect the audit trail. ERPNext provides two ways to make a correction: use Update Items for permitted item-level camending-sales-order-after-submit
- Selling · งานขายApplying a DiscountERPNext supports discounts on an individual item or on the transaction total. Use a manual discount for a one-off commercial decision. Use a Pricing Rule , Promotional Scheme , or applying-discount
- Selling · งานขายAppointmentAn appointment is a prearranged meeting between a Lead and an Employee of your Company.appointment
- Selling · งานขายAppointment Booking SettingsYou can find all settings related to booking appointments in Appointment Booking Settings.appointment-booking-settings
- Introduction · เริ่มต้นและตั้งค่าAssetAn Asset record is the operating history of something the company uses. For Nova Industries' staff laptop, it connects the Item and purchase value to a current location, maintenancasset
- Introduction · เริ่มต้นและตั้งค่าAsset CapitalizationImagine Nova Industries builds a testing machine using purchased components, technician time, and installation services. During construction, those costs are collected separately. asset-capitalization
- Introduction · เริ่มต้นและตั้งค่าAsset CategoryImagine Nova Industries buys 100 employee laptops over the next two years. If the accountant has to choose the useful life, depreciation method, and ledger accounts separately for asset-category
- Introduction · เริ่มต้นและตั้งค่าDepreciationImagine you are an accountant at Nova Industries and your team buys laptops for $60,000. Would you show the full $60,000 as an expense in the first year even though the laptops areasset-depreciation
- Introduction · เริ่มต้นและตั้งค่าAsset LocationImagine a Nova Industries employee reports that a company laptop is missing. The Asset record proves that the company owns it, but the support team still needs to know whether it wasset-location
- Introduction · เริ่มต้นและตั้งค่าAsset MaintenanceImagine a Nova Industries packaging machine needs inspection every month and a belt replacement every six months. If the team depends on memory, a missed service could stop productasset-maintenance
- Introduction · เริ่มต้นและตั้งค่าAsset Maintenance LogImagine a technician completes the monthly inspection of a Nova Industries packaging machine. The schedule says the work was due, but the company still needs proof of what was doneasset-maintenance-log
- Introduction · เริ่มต้นและตั้งค่าAsset Maintenance TeamImagine Nova Industries has electricians, IT technicians, and machine specialists. When a laptop or production machine needs work, assigning the wrong person wastes time and may leasset-maintenance-team
- Introduction · เริ่มต้นและตั้งค่าAsset MovementImagine a laptop moves from Nova Industries' head office to the service workshop, then is issued to a new employee. The problem with editing the location directly is that it would asset-movement
- Introduction · เริ่มต้นและตั้งค่าAsset RepairImagine a Nova Industries inspection camera stops working. The team sends it to a repair vendor, pays for replacement parts, and receives it back three days later. The company needasset-repair
- Introduction · เริ่มต้นและตั้งค่าAsset ReportsImagine the finance head at Nova Industries asks four questions before month-end: what assets do we own, how much depreciation was posted, what value remains, and which assets moveasset-reports
- Introduction · เริ่มต้นและตั้งค่าAsset Shift AllocationImagine a Nova Industries packaging machine runs one shift in January, three shifts in February, and two shifts in March. If the machine works harder in February, equal depreciatioasset-shift-allocation
- Introduction · เริ่มต้นและตั้งค่าAsset Value AdjustmentImagine an independent valuation shows that a Nova Industries machine is worth $8,000 less than its current book value. If the accountant changes the value only in a spreadsheet, tasset-value-adjustment
- Introduction · เริ่มต้นและตั้งค่าOverviewImagine you are helping the accounts team at Nova Industries, an electronics manufacturing and distribution company. The company buys phones to sell, laptops for employees, and macassets / introduction
- Projects · โครงการและงานบริการAssignment RuleIntroduced in Version 12assignment-rule
- Selling · งานขายDrop Ship Between Subsidiary CompaniesUse inter-company drop shipping when one Company sells to a Customer while goods are supplied directly by another Company in the same ERPNext site. This combines the Drop Ship workassistance-sales-purchase-between-companies
- Projects · โครงการและงานบริการAuthorization RuleAuthorization Rule allows configuring a custom authorization / approval on a documents, based on conditions defined.authorization-rule
- Stock · สต็อกและคลังสินค้าAuto Creation of Material RequestTo prevent stockouts, you can track item's reorder level. When stock level goes below reorder level, purchase manager is notified and instructed to initiate purchase process for thauto-creation-of-material-request
- Projects · โครงการและงานบริการAuto Email ReportsAuto Email Reports automatically sends reports for the selected document.auto-email-reports
- Projects · โครงการและงานบริการAuto RepeatAuto Repeat feature helps you create certain documents automatically in a given time period.auto-repeat
- Introduction · เริ่มต้นและตั้งค่าAuto Repeat Recurring Orders and InvoicesNova Industries bills Northstar Retail, a customer with a monthly device-support contract, on the first day of every month. Recreating the same Sales Invoice by hand risks missed bauto-repeat-recurring-orders-and-invoices
- Selling · งานขายAutomate Lead CreationLeads come from many different sources. It is important that all leads are recorded, assigned to sales executives and followed up.automate_lead_capturing
- Projects · โครงการและงานบริการAutomating Issue Assignments in ERPNextModern support automation tools demonstrably improve customer service. Automating the assignment of support issues ensure that every issue ticket has been assigned a product expertautomating-issue-assignments-to-support-team-in-erpnext
- Projects · โครงการและงานบริการAutomationAutomation in ERPNext is a game-changer, especially when it comes to streamlining complex processes like milestone tracking, task assignments, repetitive tasks, and event monitorinautomation
- Introduction · เริ่มต้นและตั้งค่าAwesomebar Global SearchThe Awesomebar is the fastest way to open a DocType, report, page, workspace, or new record from anywhere in Desk. It reduces menu navigation when you already know what you need.awesomebar-global-search
- Projects · โครงการและงานบริการUpload Backups to Amazon S3Note: If you are Frappe Cloud user, onsite and offsite backups are automatically created for you: https://frappecloud.com/docs/sites/backupsaws_s3
- Introduction · เริ่มต้นและตั้งค่าBalance in Temporary AccountQuestion:balance-in-temporary-account
- Introduction · เริ่มต้นและตั้งค่าBalance SheetNova Industries ends 2026 with $293,745 of assets, $184,305 of liabilities, and $109,440 of provisional profit. The owner wants to know what the business controls, what it owes, anbalance-sheet
- Introduction · เริ่มต้นและตั้งค่าBankA Bank identifies a financial institution in ERPNext. Bank Accounts, Bank Guarantees, statement mappings, and some integrations reference this master. Create one Bank record per inbank
- Introduction · เริ่มต้นและตั้งค่าBank AccountA Bank Account represents a real bank or card account held by a Company, Customer, or Supplier. For a Company account, it connects the Bank master to a Bank-type General Ledger accbank-account
- Introduction · เริ่มต้นและตั้งค่าBank Accounts and Modes of PaymentERPNext needs two related pieces of information to record money correctly: where the money moved and how it moved. A Bank Account represents the real account held with a bank, whilbank-accounts-and-modes-of-payment
- Introduction · เริ่มต้นและตั้งค่าBank GuaranteeNorthstar Retail, a customer of Nova Industries, places a large electronics order but wants protection if Nova Industries does not meet the contract. A bank may guarantee Nova Indubank-guarantee
- Introduction · เริ่มต้นและตั้งค่าBank ReconciliationBank Reconciliation compares the bank statement with entries in ERPNext. Match existing vouchers first, create missing accounting entries only when necessary, and finish by explainbank-reconciliation
- Introduction · เริ่มต้นและตั้งค่าBank TransactionA Bank Transaction is one line from a bank statement or banking integration. It records the date, amount, description, and Bank reference. You reconcile it with a Payment Entry, Jobank-transaction
- Introduction · เริ่มต้นและตั้งค่าBankingERPNext banking connects your bank statement activity with accounting entries. The workflow has four parts: create the Bank and Bank Account masters, record or import Bank Transactbanking-in-erpnext
- Stock · สต็อกและคลังสินค้าBatchAllow Negative Stock has removed for Serial / Batch Items from version 15. So from version 15 users won't be able to make negative stock transactions for serial /batch items even tbatch
- Manufacturing · งานผลิตBatch SplitTurn one big batch of material into many small, individually traceable batches, one per piece you cut from it.batch-split
- Manufacturing · งานผลิตBill Of MaterialsA Bill of Materials is a list of items and sub-assemblies with quantities required to manufacture an Item.bill-of-materials
- Selling · งานขายBlanket OrderA Blanket Order in ERPNext records a long-term commitment to buy or sell specified items within an agreed period and at negotiated rates. It does not deliver, receive, bill, or payblanket-order
- Website · เว็บไซต์และร้านค้าออนไลน์Blog PostA Blog Post is an article on your website.blog-post
- Website · เว็บไซต์และร้านค้าออนไลน์BlogsBlogs in ERPNext provide a powerful platform for businesses to engage with their audience and share valuable insights to keep the audience informed about valuable updates. By publiblogs
- Manufacturing · งานผลิตBOM ExplorerBOM Explorer Report shows a complete hierarchy of the Bill of Materials (BOM) with its raw materials in the form of the tree view.bom_explorer
- Manufacturing · งานผลิตBOM Comparison ToolUsing the BOM Comparison Tool, you can compare two BOMs and see what changed between their iterations.bom-comparison-tool
- Manufacturing · งานผลิตBOM Costing in different CurrencyUser can change the Currency in the BOM before submitting. The system calculates the costing based on the Price List currency. You can check the manufacturing cost in a particular bom-costing-in-different-currency
- Manufacturing · งานผลิตMulti-level BOM CreatorThe BOM Creator enables users to create multi-level BOMs using a single screen.bom-creator
- Manufacturing · งานผลิตBOM Operations TimeTo access the BOM Operations Time, go to:bom-operation-time
- Manufacturing · งานผลิตBOM SearchTo access the BOM Search report, go to:bom-search
- Manufacturing · งานผลิตBOM Stock AnalysisBOM Stock Analysis is a manufacturing report in ERPNext that tells you, for a given Bill of Materials (BOM), whether you have enough raw materials to fulfill a production run.bom-stock-analysis
- Manufacturing · งานผลิตBOM Stock Report:::caution This Report is deprecated in V16, please refer to Bom Stock Analysis for the same :::bom-stock-report
- Manufacturing · งานผลิตBOM Update ToolFrom the BOM Update Tool, you can replace a sub-assembly BOM and update costs of all parent BOMs.bom-update-tool
- Introduction · เริ่มต้นและตั้งค่าBook discount allowed and received separatelyERPNext normally records the net value of an invoice after commercial discounts. Use the workflow on this page when your accounting policy requires the discount to appear in a sepabook-discount-allowed-and-received-separately
- Introduction · เริ่มต้นและตั้งค่าBooking Customer Deducted TDS in Payment Entry in ERPNextWhen a Customer withholds tax from a payment, the bank receives less than the invoice value. Record the cash received, allocate the invoice, and post the withheld amount to the corbooking-customer-deducted-tds-in-payment-entry-in-erpnext
- Projects · โครงการและงานบริการSetting up BraintreeTo setup Braintree, go to Explore > Integrations > Braintree Settingsbraintree-integration
- Stock · สต็อกและคลังสินค้าBrandA Brand identifies items with a specific name.brand
- Introduction · เริ่มต้นและตั้งค่าBudgetNova Electronics Trading plans to spend $120,000 on marketing this year. The finance team wants the marketing team to work freely within that amount, but it also wants to know befobudget
- Introduction · เริ่มต้นและตั้งค่าBudget RevisionNova Electronics Trading approved $120,000 for marketing at the beginning of the year. Six months later, management approves another $30,000 for a new phone launch. The finance teabudget-revision
- Introduction · เริ่มต้นและตั้งค่าBudget Variance ReportNova Electronics Trading approved a $120,000 marketing Budget, distributed as $10,000 per month. By the end of March, the team has spent $27,500. The finance manager needs one answbudget-variance-report
- Projects · โครงการและงานบริการBulk Assign Tasks in a ProjectUse Case : Need to bulk assign all the Tasks in a Project to aUser.Steps:bulk-assign-tasks-in-a-project
- Introduction · เริ่มต้นและตั้งค่าOverwrite DataUse Data Import when you need to update many existing ERPNext records from a spreadsheet. This is useful for correcting field values, filling missing information, or applying the sbulk-overwrite
- Introduction · เริ่มต้นและตั้งค่าBulk RenameYou can rename a document in ERPNext by going to Menu > Rename . This option will only be visible if you have the required permissions.bulk-rename
- Introduction · เริ่มต้นและตั้งค่าBulk UpdateBulk Update allows you to update a particular field of a DocType for all documents.bulk-update
- Buying · งานจัดซื้อBuyingThe Buying module in ERPNext is designed to manage procurement processes and optimise supplier relationships.buying
- Buying · งานจัดซื้อBuying ReportsData pertaining to purchases made by an organization can be analyzed and visualized through various reports available in the buying modules. Normally, each report has three sectionbuying_reports
- Buying · งานจัดซื้อBuying SettingsBuying Settings lets you configure the defaults and rules that streamline and automate your purchasing workflow, from supplier naming and pricing to transaction validations and subbuying-settings
- Selling · งานขายCalculate Incentive For Sales TeamERPNext can calculate incentives for an internal sales team directly from the Sales Team child table on supported transactions. Each Sales Person receives a contribution percentagecalculate-incentive-for-sales-team
- Buying · งานจัดซื้อCalculating Freight in taxes in ERPNextWhen freight is supposed to be calculated in forwarding charges as a tax rate, we can follow the steps as below:calculatin-freight-in-taxes-in-erpnext
- Stock · สต็อกและคลังสินค้าFIFO and Moving Average calculation differenceValuation Rate of an item is calculated based on the total expense incurred to make the product available for sale like freight, labour, cost of raw materials, etc.calculation-of-valuation-rate-in-fifo-and-moving-average
- Selling · งานขายCampaignA Campaign is a full-scale implementation of a sales strategy to promote aproduct or service.campaign
- Buying · งานจัดซื้อFetch shipping charges based item's value or weightIn a Purchase order, we can fetch the Shipping Charges of an item based on its Value or weight.Go to Shipping Rule list --> Calculate based on : Net Total or Net Weight --> Select can-we-fetch-shipping-charges-based-items-value-or-weight-in-po
- Manufacturing · งานผลิตCapacity Planning based on Work OrderCapacity Planning functionality helps you in tracking production jobs allocated on each Workstation.capacity-planning
- Manufacturing · งานผลิตCapacity Planning based on Production OrderCapacity Planning functionality helps you in tracking production jobs allocated on each Workstation.capacity-planning-based-on-production-order
- Introduction · เริ่มต้นและตั้งค่าCash Flow ReportNova Industries earned $109,440 in 2026, yet cash from operations fell by $117,866. The owner needs to understand where the profit went before approving more spending.cash-flow-report
- Projects · โครงการและงานบริการPrint "Centavo" in Words for USDFor currencies not present in the Currency list doctype:centavo-being-printed-in-words-for-usd
- Introduction · เริ่มต้นและตั้งค่าChange existing user's email ID or Rename UserThe User ID is created based on the email address. When a user is renamed, its value is updated in all existing records, including change logs. As a result, this is a resource-intechange-existing-users-email-id
- Introduction · เริ่มต้นและตั้งค่าChange User Password'Change Password' is used to change the password of any existing user.change-password
- Selling · งานขายPrecent Item rate change in the Sales CycleERPNext can validate whether an Item's rate changes as it moves from a Sales Order to a Delivery Note or Sales Invoice . Use this control when confirmed order rates should remain cchange-the-rate-of-items-in-the-sales-cycle
- Stock · สต็อกและคลังสินค้าChange Valuation MethodIn the ERPNext, users can change the valuation method from FIFO to Moving Average, but not from Moving Average to FIFO, for items with existing stock transactions.change-valuation-method
- Introduction · เริ่มต้นและตั้งค่าChanging Parent AccountThe Parent Account determines where an Account appears in the Chart of Accounts tree and how its balance rolls up in financial reports. Change it when an existing ledger or group wchanging-parent-account
- Introduction · เริ่มต้นและตั้งค่าField Level Permission ManagementRestricting a field based on Roles can be easily configured using Perm Level, which is required by most organizations. To define a Perm Level , you can go to the respective form anchanging-the-properties-of-a-field-based-on-role
- Introduction · เริ่มต้นและตั้งค่าChart Of AccountsThe Chart of Accounts forms the blueprint of your organization. The overall structure of your Chart of Accounts is based on a system of double entry accounting that has become a stchart-of-accounts
- Introduction · เริ่มต้นและตั้งค่าChart Of Accounts ImporterIntroduced in Version 12chart-of-accounts-importer
- Projects · โครงการและงานบริการChecking Link Between DocumentsEvery document can be linked to various other documents in ERPNext.check-link-between-documents
- Projects · โครงการและงานบริการCheque Print TemplateCheque Print Template allows defining templates for bank cheques.cheque-print-template
- Projects · โครงการและงานบริการClient ScriptsClient Scripts are small code snippets that are executed in the browser to extend or customize the standard functionality of ERPNext.client-scripts
- Selling · งานขายClose Sales OrderA submitted Sales Order can be closed when the customer no longer wants the remaining quantity delivered or billed. Closing preserves the order and its completed transactions whileclose-sales-order
- Introduction · เริ่มต้นและตั้งค่าClosing Accounting Books in ERPNext in v15Closing the books is not one button. It is a controlled review that turns a year of operational documents into reliable financial statements. For Nova Industries, that means confirclosing-accounting-books-in-erpnext
- Stock · สต็อกและคลังสินค้าClosing Stock BalanceNote: In v16 the closing stock balance has renamed as Stock Closing Entryclosing-stock-balance
- Introduction · เริ่มต้นและตั้งค่าLink Supplier and Customer with Common Party AccountingUse Common Party Accounting when the same real-world organization is both your Customer and your Supplier and you intend to offset eligible receivables and payables between its twocommon-party-accounting
- Introduction · เริ่มต้นและตั้งค่าWhy Use a Common Receivable AccountERPNext normally posts each Customer to the Company's default Receivable account while preserving the Customer as the party. A Common Receivable Account lets several customers sharcommon-receivable-account
- Introduction · เริ่มต้นและตั้งค่าCompany accounting defaultsA transaction can be complete in every business detail and still post to the wrong account if ERPNext does not know which defaults to use. Company accounting defaults provide many company-accounting-defaults
- Introduction · เริ่มต้นและตั้งค่าCompany Restrictions for Item, Customer and Supplier:::note This feature is available only on v17 and above :::company-restrictions-for-item-customer-and-supplier
- Introduction · เริ่มต้นและตั้งค่าCompanyA Company in ERPNext represents a legal entity whose transactions, accounts, taxes, stock valuation, and financial statements must be kept together. Create separate Companies when company-setup
- Projects · โครงการและงานบริการCompany-wise Naming SeriesSuppose you have a multi-company setup, and you need to create different naming series for documents belonging to different companies. For example, you have three companies:company-wise-naming-series
- Introduction · เริ่มต้นและตั้งค่าConcepts and TermsLets get familiar with the terminology that is used and some basic concepts in ERPNext.concepts-and-terms
- Projects · โครงการและงานบริการConfiguring A Reply-To Email AddressThe 'Reply-To' Email Address is set based on the 'Default Incoming' checkbox in the required Email Account.configuring-a-reply-to-email-address-in-erpnext
- Manufacturing · งานผลิตIssued Items Against Work OrderTo access the Issued Items Against Work Order, go to:consumed-materials-in-production
- Selling · งานขายContactA Contact represents a person you communicate with. A Contact can be linked to a Customer , Supplier , Lead, shareholder, Sales Partner , or user—and the same person can be linked contact
- Selling · งานขายContractA contract is a legally binding agreement between a Supplier and a Customer over the sale or products or services.contract
- Projects · โครงการและงานบริการCopy Pasting Multiple Records From ExcelIf you have a sequence of records saved in an excel sheet, that need to be mapped into a Child Table in ERPNext, the same can be done using this feature.copy-pasting-multiple-records-from-excel
- Introduction · เริ่มต้นและตั้งค่าCost Center AllocationCost Center Allocation automatically splits an amount posted to one main cost center across several receiving cost centers. It is useful when a shared transaction is entered once bcost_center_allocation
- Introduction · เริ่มต้นและตั้งค่าCost CenterThe general ledger can tell you what Nova Industries spent. A Cost Center helps answer where the cost arose and which team, branch, project, or business unit is responsible for it.cost-center
- Introduction · เริ่มต้นและตั้งค่าCost Center and BudgetingIn ERPNext, cost centers are crucial for budgeting and financial management. They represent distinct areas or departments within a company where costs are incurred and tracked. By cost-center-and-budgeting
- Introduction · เริ่มต้นและตั้งค่าCountryCountry records provide shared localization defaults such as ISO code, date format, time format, and time zones. ERPNext includes a prepared country list, so administrators normallcountry
- Regional · ตั้งค่าตามประเทศและภาษีCoupon CodeA Coupon Code connects a customer-entered web-store code to a coupon-based Pricing Rule . Use it to offer a controlled discount through a promotional code or a customer-specific gicoupon-code
- Projects · โครงการและงานบริการCreating Custom Link FieldLink fields are the ones linked to another document type. For example, Customer field is a Link Field in Sales Order. This field is linked to the Customer master.creating-custom-link-field
- Selling · งานขายCredit LimitA Credit Limit in ERPNext is the maximum credit exposure your business allows for a Customer. When the applicable limit is reached, ERPNext can stop users from submitting a new Salcredit-limit
- Introduction · เริ่มต้นและตั้งค่าCredit NoteNorthstar Retail returns one phone after Nova Industries has already submitted the Sales Invoice. Nova must reduce what the customer owes and, if the phone physically comes back, rcredit-note
- Selling · งานขายIntroduction to CRMCustomer relationship management (CRM) in ERPNext helps sales teams organize prospects, qualify potential business, record follow-ups, and move an enquiry toward a sale. The recordCRM
- Selling · งานขายCRM ReportsCRM reports in ERPNext offer valuable insights into lead management. They help businesses track key metrics, evaluate the success of various campaigns, and understand customer behacrm_reports
- Selling · งานขายCRM SettingsIntroduced in Version 14.crm_settings
- Introduction · เริ่มต้นและตั้งค่าCurrencyFor Nova Industries, an electronics manufacturer and distributor, enabling EUR is the first step toward invoicing European customers.currency
- Introduction · เริ่มต้นและตั้งค่าCurrency ExchangeWhen Nova Industries sells electronics in EUR but reports in USD, finance needs a controlled conversion rate.currency-exchange
- Introduction · เริ่มต้นและตั้งค่าCurrency Exchange SettingsInternational transactions at Nova Industries sometimes need a market rate when finance has not stored one manually.currency-exchange-settings
- Projects · โครงการและงานบริการCustom FieldEvery form in ERPNext has a standard set of fields. If you need to capture some information, but there is no standard Field available for it, you can insert Custom Field in a form custom-field
- Projects · โครงการและงานบริการCustom Translations in Print FormatsWith Custom Translations, user can print the customer's and supplier's document in their local language.custom-translations
- Selling · งานขายCustomerA Customer represents a person, business, or other organization that buys goods or services from you. The Customer master gives quotations, orders, invoices, payments, projects, sucustomer
- Selling · งานขายCustomer, Contact and Address RelationshipA Customer , Contact , and Address describe different parts of the same business relationship. The Customer is the party you sell to, a Contact is a person you communicate with, ancustomer-contact-and-address-relationship
- Selling · งานขายCustomer GroupA Customer Group classifies similar Customers in a hierarchy. Groups make sales analysis easier and can supply common price, payment, credit, and accounting defaults to Customers acustomer-group
- Buying · งานจัดซื้อCustomer PortalThe Customer Portal gives your Customers easy access to their information in ERPNext.customer-portal
- Manufacturing · งานผลิตCustomer Provided ItemsIn Contract Manufacturing, in some cases, the Customer provides specific items as one or few of the BOM components. These items cannot be received using a 'Buying Cycle' since thatcustomer-provided-items
- Introduction · เริ่มต้นและตั้งค่าCustomise Cash Flow ReportNova Industries's default Cash Flow report explains how cash moved through operating, investing, and financing activities. Finance wants a reusable IFRS-style presentation with clecustomise-cash-flow-report
- Projects · โครงการและงานบริการCustomize tables within your Print Format BuilderYou can customize the ' Items ' column present your Print Format Builder by navigating as shown below:customise-your-items-tables-within-your-print-format-builder
- Projects · โครงการและงานบริการCustomize FormCustomize Form is a tool which enables you to make changes to a Form Type or a Document Type (DocType) on the front-end.customize-form
- Projects · โครงการและงานบริการData Visibility in Child TablesIn ERPNext, there is a feature called the editable grid. This allows the user to add values in the child table without opening a dialog box/form for each row.customizing-data-visibility-in-child-table
- Projects · โครงการและงานบริการCustomizing Module VisibilityERPNext as a system can be used by multiple businesses at every scale, Manufacturing, Education, Retail being some of the businesses benefitted the most from the usability of the scustomizing-module-visibility
- Projects · โครงการและงานบริการSorting Order in List ViewQuestion: I want records in my Item List sorted based on Descending Order of Item Code.customizing-sorting-order-in-the-list-view
- Introduction · เริ่มต้นและตั้งค่าDaily Depreciation CalculationImagine Nova Industries starts using a machine on 20 March. A monthly depreciation calculation may treat March like a full month, even though the machine was used for only 12 days.daily-depreciation
- Introduction · เริ่มต้นและตั้งค่าData Export'Data Export' helps you extract data from any DocTypes to a CSV or an Excel format.data-export
- Introduction · เริ่มต้นและตั้งค่าData ImportThe Data Import tool in ERPNext allows users to import records into the system using CSV or Excel files.data-import
- Introduction · เริ่มต้นและตั้งค่าIntroductionData management is essential for effectively using an ERP system. ERP software integrates data from different business functions, such as finance, inventory, sales, and human resoudata-management / introduction
- Projects · โครงการและงานบริการDATEV IntegrationThe DATEV Integration app connects ERPNext with DATEV workflows used by German accounting teams and tax consultants. The app is listed on Frappe Cloud Marketplace as DATEV Integratdatev-integration
- Introduction · เริ่มต้นและตั้งค่าDebit NoteApex Components, a supplier to Nova Industries, delivered phone batteries, but two were damaged and must be returned. Nova Industries needs to reduce what it owes the supplier withdebit-note
- Introduction · เริ่มต้นและตั้งค่าDebit Note for Price AdjustmentApex Components, a supplier to Nova Industries, invoiced 10 phones at $520 each. After the Purchase Invoice was submitted, both companies agreed that the correct price was $500 eacdebit-note-for-price-adjustment
- Introduction · เริ่มต้นและตั้งค่าDefault Receivable / Payable AccountERPNext normally tracks all customer balances in a shared receivable control account and all supplier balances in a shared payable control account. The party on each invoice and padefault-receivable-payable-account
- Introduction · เริ่มต้นและตั้งค่าDeferred AccountingDeferred accounting separates the date you invoice from the period in which you earn revenue or consume an expense. In ERPNext, a qualifying invoice amount is first posted to a baldeferred-accounting
- Introduction · เริ่มต้นและตั้งค่าDeferred ExpenseCloudWorks, a software supplier to Nova Industries, invoices $1,200 for a one-year service plan. Nova Industries owes the supplier now, but the benefit belongs to twelve months ratdeferred-expense
- Introduction · เริ่มต้นและตั้งค่าDeferred RevenueNorthstar Retail, a customer of Nova Industries, pays $1,200 upfront for a one-year warranty program. The invoice is raised today, but Nova Industries earns the revenue month by modeferred-revenue
- Introduction · เริ่มต้นและตั้งค่าDelete Company TransactionsERPNext allows you to delete all the transactions like Sales Invoices, Sales Order, Payment Entries etc associated with a company, while keeping the master data intact.delete_company_transactions
- Introduction · เริ่มต้นและตั้งค่าDelete entries linked with GL entriesERPNext prevents Nova Industries from deleting a cancelled invoice because its accounting and stock ledger rows form part of the audit trail. Deleting a transaction is different frdelete-entries-linked-with-gl-entries
- Projects · โครงการและงานบริการDelete Submitted DocumentTo delete a submitted document, you need to cancel it first. Following are the steps to delete a submitted document.delete-submitted-document
- Introduction · เริ่มต้นและตั้งค่าDeleting all transactions for the Company while retaining mastersUse Delete Transactions on the Company form when you want to remove transactions for a company while keeping the company setup and master data. This is useful after testing, demo ddeleting-all-transactions-for-the-company
- Projects · โครงการและงานบริการDeleting Custom ReportsERPNext has several types of reports which can be customized as per the users' requirement.deleting-custom-reports
- Stock · สต็อกและคลังสินค้าDelivery NoteA Delivery Note is made when a shipment is shipped from the company’s Warehouse to the customer.delivery-note
- Stock · สต็อกและคลังสินค้าDelivery Note Negative Stock ErrorQuestion : When submitting a Delivery Note, receiving a message says that item's stock is insufficient, but we have item's stock available in the Warehouse.delivery-note-stock-error
- Stock · สต็อกและคลังสินค้าDelivery TripA Delivery Trip records Customer Deliveries in one vehicle.delivery-trip
- Manufacturing · งานผลิตForecasting Using Exponential SmoothingTo access the Forecating Report, go to:demand-driven-forecasting
- Introduction · เริ่มต้นและตั้งค่าDepreciation MethodsImagine Nova Industries buys two assets for the same price: an office table and a production machine. The table may provide roughly the same value every year. The machine may lose depreciation-methods
- Selling · งานขายDifference between Lead, Contact, and CustomerA Lead, Contact, and Customer represent different parts of a relationship in ERPNext. Use the record that matches the party's current role instead of treating the three DocTypes asdifference_between_lead_contact_and_customer
- Introduction · เริ่มต้นและตั้งค่าDifference Between System User and Website UserQuestion: I have added my Employee as a User and have assigned them Roles as well. Still, they are not able to view Dashboard on the login.difference-between-system-user-and-website-user
- Introduction · เริ่มต้นและตั้งค่าDifference EntryThe Make Difference Entry action helps you complete an unbalanced Journal Entry . ERPNext calculates the difference between Total Debit and Total Credit, adds a new accounting row difference-entry-button
- Introduction · เริ่มต้นและตั้งค่าInclude Tax or Charge in Valuation or Total?On a purchase transaction, a tax or charge can affect what you owe the supplier, the value assigned to received stock, or both. ERPNext separates these effects through Consider Taxdifference-in-total-and-valuation-in-tax-and-charges
- Projects · โครงการและงานบริการDisable Rounded TotalAll the sales transactions like Sales Order, Sales Invoice have Rounded Total in it. It is calculated based on the value of Grand Total. Moreover, Rounded Total is also visible in disable-rounded-total
- Website · เว็บไซต์และร้านค้าออนไลน์Disable Signup on ERPNext WebsiteERPNext has portal feature available which allows third parties like Customers and Suppliers sign, place new orders and track updates on the previous orders.disable-signup
- Stock · สต็อกและคลังสินค้าDisassembly OrderThe 'Disassembly Order' in ERPNext is used to dismantle finished goods and return the components that are in good condition back to the store. The system allows users to change thedisassembly-order
- Introduction · เริ่มต้นและตั้งค่าDiscount AccountingDiscount Accounting lets ERPNext show a sales discount separately in the General Ledger instead of posting only the reduced revenue. Use it when finance needs to report gross salesdiscount_accounting
- Introduction · เริ่มต้นและตั้งค่าDistributed Cost CenterNova Electronics Trading pays $10,000 each month for software used by two teams. Retail Operations uses most of it, while Online Sales uses the rest. If Nova charges the complete bdistributed-cost-center
- Introduction · เริ่มต้นและตั้งค่าDo I Need ERPNext?Are you still using multiple specialised tools/platforms for managing your operations and finding it challenging to maintain data consistency?do-i-need-an-erp
- Projects · โครงการและงานบริการDocTypeA DocType is the core building block of any application based on the Frappe Framework.doctype
- Projects · โครงการและงานบริการDocument FollowIntroduced in v12document-follow
- Projects · โครงการและงานบริการDocument Naming RuleIn ERPNext, managing naming conventions systematically helps maintain consistency and traceability across your records. The Document Naming Rule feature allows you to set up dynamidocument-naming
- Help Articles · บทความช่วยเหลือเฉพาะกรณีDocument Naming for Avoiding tabSeries IssuesWhen you save a document in ERPNext a Sales Invoice, Stock Entry, Payment, anything with an auto-generated number, the system has to figure out the next number in the sequence (eg.document-naming-for-avoiding-tab-series-issues
- Projects · โครงการและงานบริการDocument Naming SettingsMasters and transactions can be given prefixes in the form of naming series.document-naming-settings
- Projects · โครงการและงานบริการDocument TitleYou can customize the title of documents based on properties so that you have meaningful information for the list views.document-title
- Projects · โครงการและงานบริการDocument Title with multiple fieldsEver wondered about creating a document title with more than one field? For example, let's say your sales invoice should have the title of the customer name (which is present by dedocument-title-with-multiple-fields
- Projects · โครงการและงานบริการDocument VersioningIn ERPNext, Document Versioning is a feature that allows you to track all the changes made in a form or a document.document-versioning
- Introduction · เริ่มต้นและตั้งค่าDomain SettingsNova Industries is a fictional electronics manufacturer and distributor. Its employees sell devices, manage warehouses, assemble selected products, and maintain equipment. They do domain-settings
- Introduction · เริ่มต้นและตั้งค่าDownloading BackupsIn ERPNext, you can manually download a database backup.download-backup
- Manufacturing · งานผลิตDowntime AnalysisTo access the Downtime Analysis report, go to:downtime-analysis
- Manufacturing · งานผลิตDowntime EntryTo access the Downtime Entry, go to:downtime-entry
- Selling · งานขายDrop ShipDrop shipping lets a Supplier deliver an item directly to your Customer. Your company creates the Sales Order and Purchase Order, but the goods do not pass through your warehouse. drop-shipping-in-erpnext
- Projects · โครงการและงานบริการSetting Up Dropbox BackupsWe always recommend customers to maintain backup of their data in ERPNext. The database backup is downloaded in the form of an SQL file. If needed, this SQL file of backup can be rdropbox-backup
- Introduction · เริ่มต้นและตั้งค่าSales Interest / DunningNorthstar Retail has not paid an invoice by its due date. Nova Industries can see the overdue balance in Accounts Receivable, but the customer now needs a formal notice that statesdunning
- Projects · โครงการและงานบริการDuplicate Records'Duplicate' is a feature that helps you to copy values of existing document as-is into a new document.duplicate-record
- Projects · โครงการและงานบริการDynamic Link FieldsDynamic Link field is a field which can search and hold the value of any DocType. Let's consider an example to learn how Dynamic Link field works.dynamic-link-fields
- Regional · ตั้งค่าตามประเทศและภาษีE-commerce SearchAll Product Listing pages contain a Search bar that lets users quickly search for Website Items or Item Groups. It also stores recent searches that you can click on and reuse.e_commerce_search
- Regional · ตั้งค่าตามประเทศและภาษีE Commerce SettingsThe legacy Shopping Cart Settings and Products Settings are combined into a single E -Commerce Settings page.e_commerce_settings
- Regional · ตั้งค่าตามประเทศและภาษีE-commerce Integrations for ERPNextERPNext is easy to integrate with recommerce and ecommerce platforms because business data in ERPNext is available through the Frappe Framework REST API. Products, customers, ordere-commerce-integrations-for-erpnext
- Projects · โครงการและงานบริการEasy steps to setup WorkflowWhen a company has multiple levels of approval for a document, a Workflow can be set.In ERPNext, you can go to Workflow list --> Create New --> Name the workflow and define :1. Staeasy-steps-to-setup-workflow
- Projects · โครงการและงานบริการEdit Submitted DocumentTo edit a submitted document, you need to cancel it first. Following are steps to edit submitted document. These steps assume you have the appropriate permissions for cancelling anedit-submitted-document
- Projects · โครงการและงานบริการEdit a Field after SubmissionIn ERPNext, once a document is submitted, you can only edit it through Cancel > Amend. However, you can still make certain fields (custom fields) editable after submission using thediting-a-field-after-submission
- Website · เว็บไซต์และร้านค้าออนไลน์Education Module in ERPNextFrappe Education is an open-source education management app for the Frappe and ERPNext ecosystem. It helps schools, colleges, coaching institutes, and other academic institutions meducation-module-in-erpnext
- Projects · โครงการและงานบริการSignature FieldElectronic signature can be created in ERPNext using the Signature field type. This field allows you to write a signature in a block, just like the signature on a paper.electronic-signature
- Projects · โครงการและงานบริการEmail SettingsThere is a process for configuring email in ERPNext that can greatly enhance communication and productivity within the system. By configuring your email settings, you can seamlesslemail
- Selling · งานขายEmail GroupAn Email Group is a list of subscriber email IDs to which you send newsletters.email_group
- Projects · โครงการและงานบริการEmail AccountYou can sync your email account with ERPNext to send and receive emails from ERPNext.email-account
- Selling · งานขายEmail CampaignAn Email Campaign is a coordinated set of emails sent to leads or contacts according to a particular schedule.email-campaign
- Projects · โครงการและงานบริการEmail DigestEmail Digests allow you to get regular updates about your sales, expenses and other critical numbers directly in your Email Inbox.email-digest
- Projects · โครงการและงานบริการEmail DomainThe Email Domain is the display name of an email network/service account you're setting up for your email services in ERPNex and other Frappe apps.email-domain
- Projects · โครงการและงานบริการEmail DropboxWhen you receive emails from Leads, Customers, Suppliers, or other business partners, you might wish to attach those to their relevant records in ERPNext. One way to do so is to saemail-dropbox
- Projects · โครงการและงานบริการEmail Error in Sending or ReceivingIn ERPNext, you can customize the Incoming and Outgoing Email Gateway. On saving an Email Account, ERPNext tries establishing a connection with your email gateway. If your ERPNext email-error
- Projects · โครงการและงานบริการEmail InboxOnce an email account is added, the email inbox will be accessible.email-inbox
- Projects · โครงการและงานบริการEmail TemplateEvery email sent is different but certain emails can be standardized, usually known as Email Template or Standard Reply.email-template
- Projects · โครงการและงานบริการEnergy Point SystemEnergy Points System is a gamification of user engagement to recognize and incentivize users for their contributions and activities within ERPNext.energy-point-system
- Projects · โครงการและงานบริการIntegration CategoriesERPNext provides a wide range of integration capabilities that allow businesses to seamlessly connect with various third-party applications and services to enhance operational effierpnext_integration
- Projects · โครงการและงานบริการERPNext ShippingIntroduced in version 13erpnext_shipping
- Projects · โครงการและงานบริการERPNext Chat with RavenERPNext Chat is deprecated and should not be used for new implementations. If your organization needs instant messaging, team channels, document sharing, and collaboration inside terpnext-chat-with-raven
- Introduction · เริ่มต้นและตั้งค่าERPNext DashboardsERPNext includes dashboards, analytics pages, reports, and workspaces that help teams monitor business activity across modules. These views bring important information into one plaerpnext-dashboards
- Website · เว็บไซต์และร้านค้าออนไลน์ERPNext for Service OrganizationERPNext supports service organizations such as software companies, certification providers, agencies, professional-services firms, and independent consultants. You can use it to maerpnext-for-services-organization
- Introduction · เริ่มต้นและตั้งค่าFreeze Exchange RateA Nova Industries sales user may find that an exchange rate cannot be edited on a foreign-currency invoice.exchange-rate-field-frozen
- Introduction · เริ่มต้นและตั้งค่าExchange Rate RevaluationAt month end, Nova Industries must restate its foreign-currency balances in the USD used for Company reporting.exchange-rate-revaluation
- Projects · โครงการและงานบริการExotel IntegrationThis integration allows you to integrate Exotel into your ERPNext account. Leads and their phone numbers captured via Exotel can be saved directly to your ERPNext.exotel_integration
- Introduction · เริ่มต้นและตั้งค่าDeferred Revenue/Expense ReportNova Industries sells a $1,200 annual warranty service and also prepays $1,200 for a year of software support. The invoices show the full contractual amounts, but finance should reexpense_report
- Introduction · เริ่มต้นและตั้งค่าExport Data for Specific Year or FilterQuestion: I need to export Sales Invoices for Particular Fiscal Year only.export-data-for-specific-year-or-filter
- Projects · โครงการและงานบริการSetting up fairloginfairlogin is an GDPR aware oAuth provider by fairkom.eu.fairlogin-integration
- Stock · สต็อกและคลังสินค้าStock FAQsIs any integration required for using Barcode reader in ERPNext?How Valuation Rate is Calculated for an ItemHow to Update valuation after purchase transactionfaqs
- Website · เว็บไซต์และร้านค้าออนไลน์Feedback Request Using a Web FormIn the ERPNext version 11, we have a feature which allowed collecting a Feedback from a Customer and users. In ERPNext, this feature is now manageable using built-in customisation feedback-request-using-web-form
- Projects · โครงการและงานบริการFetch child table values using Jinja tagsJinja templating can be used to reference any field on any DocType in ERPNext. This can simply be done by calling {{doc.field_name}} on a print format, where 'doc.name' is the varifetch-child-table-values-using-jinja-tags
- Projects · โครงการและงานบริการFetch the entire address text on a custom fieldThis article will help you to add a custom field for fetching full addresses on any DocType, using a 3 step approach.fetch-the-entire-address-text-on-a-custom-field
- Projects · โครงการและงานบริการFetching Values From MasterTo pull a value of a link on selection, use the add_fetch method.fetch-values-from-master
- Projects · โครงการและงานบริการFetching Data from a DocumentQuestion: We track Customer's PO Number and PO Date field in the Sales Order. To have these values fetched into Sales Invoice as well, we have inserted Custom Field in the Sales Infetching-data-from-a-document
- Projects · โครงการและงานบริการField TypesThe following are the types of fields you can define while creating new ones, or while amending standard ones.field-types
- Stock · สต็อกและคลังสินค้าFIFO and Moving AverageERPNext values stock perpetually : every stock movement (receipt, issue, transfer, manufacture) updates the item's quantity and its monetary value in real time through the Stock Lefifo-and-moving-average
- Projects · โครงการและงานบริการFilter Options in Select FieldLet's say you have two drop-down fields named State and City. State has two values Karnataka and Maharashtra and City has four values, Bangalore, Mysore, Mumbai, and Pune. If you wfilter-options-in-select-field
- Introduction · เริ่มต้นและตั้งค่าFinance BookA Finance Book lets the same Company maintain parallel accounting views when a transaction or depreciation schedule must belong to one reporting basis but not another. A business mfinance-book
- Introduction · เริ่มต้นและตั้งค่าFinancial Report TemplateNova Industries prepares monthly reports for its managers, investors, and lenders. The finance team needs one concise Profit and Loss view for the board and an IFRS-style Cash Flowfinancial-report-template
- Introduction · เริ่มต้นและตั้งค่าFiscal YearA financial report is meaningful only when ERPNext knows where one reporting year ends and the next begins. A Fiscal Year defines that period for transactions, budgets, opening balfiscal-year
- Introduction · เริ่มต้นและตั้งค่าFixing Fiscal Year ErrorNova Industries creates an invoice dated 2 January 2027, but ERPNext reports that the date is not in the selected fiscal year. The transaction date, the selected Fiscal Year, and tfiscal-year-error
- Regional · ตั้งค่าตามประเทศและภาษีRequirements for FranceERPNext aims to support local regulation for different regions in the world. In most cases, ERPNext is very flexible, so you can easily add custom fields and make custom reports tofrance
- Website · เว็บไซต์และร้านค้าออนไลน์Healthcare Module in ERPNextFrappe Healthcare was earlier available as the Healthcare module inside ERPNext. It has now been separated into a dedicated open-source app called Marley Health.frappe-healthcare
- Introduction · เริ่มต้นและตั้งค่าFreeze an AccountFreeze an individual ledger Account when users should be able to see its history but should no longer post new transactions to it. This is useful after replacing a bank, expense, ifreeze-account
- Introduction · เริ่มต้นและตั้งค่าFreeze Accounting EntriesNova Industries went live on ERPNext on 1 January. If someone accidentally posts a transaction dated in December, the opening balances and signed-off legacy reports no longer agreefreeze-accounting-entries
- Introduction · เริ่มต้นและตั้งค่าGeneral LedgerNova Industries has finished its August review. The finance manager sees a $20,000 sale in the books and needs to confirm that the customer receivable, sales income, inventory valugeneral-ledger
- Projects · โครงการและงานบริการGenerate Item Code Based On Custom LogicAdd this Custom Script in the script of Item , so that the new Item Code isgenerated just before the Item gets saved.generate-item-code-based-on-custom-logic
- Projects · โครงการและงานบริการGeolocation FieldThe "Geolocation" field is used to capture and store geographical coordinates, such as latitude and longitude.geolocation-field
- Introduction · เริ่มต้นและตั้งค่าGetting Started with ERPNextGetting started with ERPNext can seem overwhelming, but focusing on these steps will help you set up and integrate the system effectively. Here’s a streamlined approach to kickstargetting-started-with-erpnext
- Introduction · เริ่มต้นและตั้งค่าGlobal Defaults/ERPNext SettingsNova Industries is a fictional electronics manufacturer and distributor. Its finance team creates dozens of quotations, invoices, payments, and stock transactions every day. Most oglobal-defaults
- Projects · โครงการและงานบริการSetting up GoCardlessTo setup GoCardless, go to Explore > Integrations > GoCardless Settingsgocardless-integration
- Projects · โครงการและงานบริการGoogle Calendar IntegrationERPNext provides an integration with Google Calendar in order for all users to synchronize their Google Calendar Events with ERPNext.google_calendar
- Projects · โครงการและงานบริการGoogle Contacts IntegrationERPNext provides an integration with Google Contacts in order for all users to synchronize their Google Contacts with ERPNext.google_contacts
- Projects · โครงการและงานบริการGoogle Drive IntegrationERPNext provides an integration with Google Drive in order for all users to backup their data to Google Drive.google_drive
- Projects · โครงการและงานบริการGoogle Maps IntegrationERPNext provides an integration with Google Maps to calculate and optimize time for Delivery Trips.google_maps
- Projects · โครงการและงานบริการGoogle SettingsTo enable Google Integrations, ERPNext needs access to the API through which the data will be synced which is achieved using OAuth 2.0 Authentication Protocol.google_settings
- Introduction · เริ่มต้นและตั้งค่าGST for multiple branchesThis will help you automate GST calculation if your company has different branches with separate GSTIN.gst-for-multiple-branches
- Introduction · เริ่มต้นและตั้งค่าAdditional Charges in PaymentA payment can differ from an invoice because of bank charges, withholding, exchange differences, or an approved write-off. Record each difference explicitly in the Deductions or Lohanding-deductions-in-payment-entry
- Introduction · เริ่มต้นและตั้งค่าHandling Excess Customer PaymentsIf a Customer pays more than the invoice balance, allocate only the amount that clears the invoice. Leave the excess unallocated as a Customer advance, then apply it to a future inhandling-excess-customer-payments
- Help Articles · บทความช่วยเหลือเฉพาะกรณีHelp ArticlesBelow is a few help articles which can help you configure the system as per your requirements.help-articles
- Website · เว็บไซต์และร้านค้าออนไลน์HomepageA homepage is the default landing page of your website.homepage
- Stock · สต็อกและคลังสินค้าSerialised Item Valuation Rate calculationIn ERPNext, Item's stock valuation rate is updated on creation of the following transaction:how-is-valuation-rate-of-serialised-item-calculated-in-erpnext
- Projects · โครงการและงานบริการAdd columns in Standard Report and ExportIn Standard Reports of ERPNext such as SOA, Accounts Receivable/Payable etc , we provide an option to Add/Remove Columns from the documents and display it in the Report, these coluhow-to-add-columns-in-the-standard-report-and-export
- Projects · โครงการและงานบริการFetching data from a linked masterQuestion: How to add terms and conditions in driver form?Steps:how-to-add-master-link-and-fetch-data-from-the-same
- Introduction · เริ่มต้นและตั้งค่าApply Tax on Another Tax or ChargeUse On Previous Row Total when a tax or charge must be calculated on the running total after an earlier row. The base includes the item Net Total and every amount included up to thhow-to-apply-tax-on-tax
- Buying · งานจัดซื้อCreate Supplier Quotation through Supplier PortalIn ERPNext, Supplier Quotations can either be created manually or by the Supplier through the Supplier Portal. Suppliers can submit their quotations on the portal once they have lohow-to-create-a-supplier-quotation-through-the-supplier-portal
- Stock · สต็อกและคลังสินค้าHow to create and print proforma invoice in ERPNextERPNext does not have a dedicated "Proforma Invoice" document. To print one, you can simulate it by opening a Quotation or Sales Order , changing the document's Print Heading to "Phow-to-create-and-print-proforma-invoice-in-erpnext
- Introduction · เริ่มต้นและตั้งค่าDisable Any UserIf you want to prohibit an ERPNext user from using the system then you can follow the below steps. This will be useful when your employees resign or in case you want to ban certainhow-to-disable-users-in-the-erpnext-system
- Introduction · เริ่มต้นและตั้งค่าMaximum User Limit IssueYour ERPNext subscription depends on the number of System Users you subscribe for. Once you cross that limit, the system will not let you create any further number of users. For exhow-to-fix-the-reached-maximum-user-limit-for-your-subscription-issue
- Selling · งานขายSales CommissionA Company sales goal gives users a simple monthly revenue benchmark in ERPNext. Set the goal on the Company record, then compare it with Total Monthly Sales , which ERPNext updateshow-to-give-commission-to-sales-partner
- Introduction · เริ่มต้นและตั้งค่าEdit Export/Print permissions for reportsTo handle Export/Print permissions for a report, use Role Permission Manager of the DocType the report is created from.how-to-grant-permissions-for-reports
- Manufacturing · งานผลิตMultiple finished goods with single raw materialIn many Manufacturing industries deal with a scenario where they use one RM (Raw Material) & produce multiple Finish goods. Most of the chemical manufacturing industries you can fihow-to-handle-a-scenario-of-1-raw-material-multiple-finish-goods
- Stock · สต็อกและคลังสินค้าHow to Manage Material Transfers and Goods in TransitGoods in Transit is used when stock has left one warehouse but has not yet been received at the destination warehouse. In ERPNext, this is handled through a Material Transfer Stockhow-to-manage-material-transfers-and-goods-in-transit
- Projects · โครงการและงานบริการRestore Deleted DocumentsUse Case: Need to restore/ retrieve the documents that were deleted.Steps:how-to-restore-deleted-documents-in-erpnext
- Website · เว็บไซต์และร้านค้าออนไลน์3 Step SEO for your ERPNext WebsiteSEO stands for Search Engine Optimisation and is the process of increasing the quality and quantity of website traffic by increasing the visibility of a website or a web page to ushow-to-setup-seo-for-your-website-on-erpnext
- Selling · งานขายShort Close Multiple OrdersUse the Sales Order list to close several submitted orders whose remaining quantities will no longer be delivered or billed. Bulk closing keeps every Sales Order and its linked trahow-to-short-close-multiple-orders-in-erpnext
- Projects · โครงการและงานบริการSync DocTypes with Events CalendarCreate calendar view for sales order, sales invoice or any other doc-types by following these simple stepshow-to-sync-doc-types-with-calendar
- Introduction · เริ่มต้นและตั้งค่าHow Transactions Affect the LedgerERPNext creates ledger entries when an accounting or stock transaction is submitted. The source document describes what happened in the business; the generated entries record its fhow-transactions-affect-the-ledger
- Introduction · เริ่มต้นและตั้งค่าImmutable LedgerAfter Nova Industries closes a month, an accountant discovers that a submitted invoice was wrong. Quietly replacing its original ledger rows would make the audit trail impossible timmutable-ledger-in-erpnext
- Introduction · เริ่มต้นและตั้งค่าImport Accounting MastersImport masters before opening transactions and balances. Use ERPNext’s Data Import tool for records that do not have a specialized importer.import-accounting-masters
- Introduction · เริ่มต้นและตั้งค่าImport Advances, Unallocated Payments, Bank, Stock and Asset BalancesThese balances need specialized opening documents. Import them before the residual opening Journal Entry so their control-account balances are not duplicated.import-advances-unallocated-payments-bank-stock-and-asset-balances
- Regional · ตั้งค่าตามประเทศและภาษีImporting e-Invoice from SupplierIntroduced in Version 13import-e-invoice
- Projects · โครงการและงานบริการInclude Document Link in Notification EmailWhile sending an email notification in ERPNext, many a times, we need the document ID to be a part of the email message as a link. For example, if we have set a reminder (notificatinclude-document-link-in-notification-email
- Selling · งานขายIncoterm and Named PlaceUse Incoterm and Named Place to record the agreed trade term and location on sales and purchase transactions. Together they provide commercial context about delivery responsibilitiincoterm-and-named-place
- Regional · ตั้งค่าตามประเทศและภาษีIndia ComplianceAny ERPNext user who needs India-specific statutory features can install the India Compliance app to unlock the capabilities inside ERPNext. After installation and setup, the app aindia-compliance-app
- Stock · สต็อกและคลังสินค้าInstallation NoteAn Installation Note can be created when a product/item is being installed or set up at the Customer's place.installation-note
- Regional · ตั้งค่าตามประเทศและภาษีInstalling RediSearch to enable fast E-commerce SearchExperimentalinstalling_redisearch_to_enable_super_fast_e_commerce_search
- Projects · โครงการและงานบริการIntegrating ERPNext with other ApplicationsERPNext is designed to be integrated with other applications. Because ERPNext is built on Frappe Framework, business records are exposed through a consistent REST API. This makes iintegrating-erpnext-with-other-applications
- Selling · งานขายInter Company InvoicesInter Company Invoices in ERPNext create the matching receivable and payable transactions when one Company sells goods or services to another Company in the same ERPNext site. A suinter-company-invoices
- Introduction · เริ่มต้นและตั้งค่าInter Company Journal EntryNova Industries pays a shared software bill on behalf of Nova Electronics Distribution, another company in the same group. One bank account paid the money, but each legal entity neinter-company-journal-entry
- Introduction · เริ่มต้นและตั้งค่าIntroductionERPNext is business management software that helps companies stay on top of their operations, whether it's tracking inventory, managing finances, handling projects, or keeping custintroduction
- Stock · สต็อกและคลังสินค้าInventory DimensionIntroduced in Version 14inventory_dimension
- Stock · สต็อกและคลังสินค้าInventory AccountIn ERPNext, users can either set up a Warehouse-wise Inventory Account or use the default Inventory Account from the Company master, which is 'Stock In Hand.'inventory-account
- Introduction · เริ่มต้นและตั้งค่าInvoice DiscountingInvoice Discounting uses unpaid Sales Invoices as collateral for short-term financing from a Bank or finance company. ERPNext tracks the financed invoices, loan period, Bank chargeinvoice_discounting
- Introduction · เริ่มต้นและตั้งค่าInvoice rounding issueNova Industries disables rounded totals, but an invoice print still rounds the amount in words. Two settings can influence the result: the global rounded-total preference and the sinvoice-rounding-issue
- Projects · โครงการและงานบริการIssueAn Issue is an incoming query from a Customer, usually via email or from the Contact section of your website.issue
- Projects · โครงการและงานบริการIssue TypeIssue Type is useful for tagging and classifying Issues.issue-type-and-priority
- Regional · ตั้งค่าตามประเทศและภาษีRequirements for ItalyERPNext aims to support local regulation for different regions in the world. In most cases ERPNext is very flexible so you can easily add Custom Fields and make Custom Reports to sitaly
- Stock · สต็อกและคลังสินค้าItemAn Item is a product or a service offered by your company.item
- Regional · ตั้งค่าตามประเทศและภาษีItem Group-wise Product ListingSimilar to the Product Listing at /all-products , ERPNext offers Product Listings that are Item Group-wise as well. You can link these pages on your landing page to direct users eaitem_group_wise_product_listing
- Stock · สต็อกและคลังสินค้าItem AlternativeAn Item Alternative is an Item similar to the original one and can be used instead of the original Item in manufacturing.item-alternative
- Stock · สต็อกและคลังสินค้าItem AttributeThe attributes can be defined based on item's physical appearance and capabilities. Defining item attributes properly will be helpful in creating item variants as a combination of item-attribute
- Stock · สต็อกและคลังสินค้าItem CodificationIf you already have a full-fledged business with a number of physical items, you would have probably coded your items. If you have not, you have a choice. We recommend that you shoitem-codification
- Buying · งานจัดซื้อPurchase invoice for ServicesNavigate to Suppliers:item-creation-not-required-in-purchase-invoice
- Stock · สต็อกและคลังสินค้าItem GroupAn Item Group is a way to classify items based on types.item-group
- Stock · สต็อกและคลังสินค้าItem PriceItem Price is the record in which you can log the selling and buying rate of an item.item-price
- Introduction · เริ่มต้นและตั้งค่าItem Tax TemplateAn Item Tax Template changes the tax rate for a particular item without replacing the tax structure of the transaction. Use it when most items follow the standard rate but selecteditem-tax-template
- Stock · สต็อกและคลังสินค้าItem Valuation Setup and TransactionsIn ERPNext, Item's stock valuation is updated on the creation of one of the following transaction.item-valuation-transactions
- Stock · สต็อกและคลังสินค้าItem VariantsAn Item Variant is a version of an Item with different attributes like sizes or colors.item-variants
- Stock · สต็อกและคลังสินค้าItem Where Used ReportThe Item Where Used report shows master-data and product-structure references for an Item. It is intended for answering questions like “which BOMs or Product Bundles use this item?item-where-used-report
- Manufacturing · งานผลิตJob CardA Job Card stores actual production information about a particular Operation performed on a particular Workstation.job-card
- Manufacturing · งานผลิตJob Card SummaryTo access the Job Card Summary, go to:job-card-summary
- Introduction · เริ่มต้นและตั้งค่าJournal EntryA Journal Entry records a balanced debit and credit directly in the General Ledger . Use it for accounting adjustments, accruals, transfers, opening balances, write-offs, revaluatijournal-entry
- Introduction · เริ่มต้นและตั้งค่าJournal Entry TemplateA Journal Entry Template stores the structure of a recurring Journal Entry . It can prefill the company, entry type, naming series, opening-entry setting, multi-currency setting, ajournal-entry-template
- Stock · สต็อกและคลังสินค้าLanded cost VoucherFor creating a Landed cost voucher in ERPNext: You have to create it against a Purchase Receipt and Purchase Invoice.While creating against Purchase Invoice : In the Purchase Invoilanded-cost-voucher
- Projects · โครงการและงานบริการSetting up LDAPLightweight Directory Access Protocol (LDAP) is a centralized access control system used by many small and medium-scale organizations.ldap-integration
- Selling · งานขายLeadA lead is a potential customer who might be interested in your products or services.lead
- Selling · งานขายLead SourceLead Source is a channel through which the leads are generated.lead_source
- Introduction · เริ่มต้นและตั้งค่าLegacy Controller for Period Closing VoucherA small company can close its Profit and Loss balances in one operation. A company with millions of General Ledger rows may time out when the same work is attempted as one large dalegacy-controller-for-period-closing-voucher
- Projects · โครงการและงานบริการLetter HeadA Letter Head contains your organization's name, logo, address, etc which appears at the top portion in documents.letter-head
- Projects · โครงการและงานบริการLetter Head in the ReportIn the reports, Letter Head is fetched from the Company master.letter-head-in-the-report
- Selling · งานขายLinkedIn SettingsNote: This integration is deprecated and will be removed in v15.linkedin-settings
- Projects · โครงการและงานบริการLinking Emails to DocumentsIntroduced in v12linking-emails-to-document
- Regional · ตั้งค่าตามประเทศและภาษีSales and Payment TransactionsIn order to be compliant with the latest finance law applicable to POS software, ERPNext automatically registers all sales and payment transactions in a chained log.local_overrides
- Regional · ตั้งค่าตามประเทศและภาษีLower Deduction CertificateAccording to the tax withholding category, a person responsible for making payments is required to deduct tax at source at prescribed rates. Instead of receiving tax on your incomelower-deduction-certificate
- Stock · สต็อกและคลังสินค้าLoyalty points redemption in POSIn ERPNext POS module, the invoices are auto generated. You can set your complete POS system right with the following configuration steps:loyalty-points-redemption-in-pos
- Selling · งานขายLoyalty ProgramA Loyalty Program awards points from submitted sales and lets eligible Customers redeem those points on later Sales Invoices . Programs can use one tier or several tiers based on aloyalty-program
- Stock · สต็อกและคลังสินค้าMaintain Stock field Frozen in the Item masterIn the item master, you might witness values in the following fields to be frozen.maintain-stock-field-frozen-in-item-master
- Buying · งานจัดซื้อMaintaining Supplier's Item Code In the Item masterFor each item, code assigned might differ from the code your supplier has given to that same item. ERPNext allows you to track Supplier's Item Code in the item master. Also you canmaintaining-suppliers-part-no-in-item
- Projects · โครงการและงานบริการMaintenanceThe maintenance schedule and maintenance visits are vital parts of the ERPNext support module, ensuring that the ERP system remains operational, secure, and aligned with business nmaintenance
- Selling · งานขายMaintenance Sales OrdersA Maintenance Sales Order records an agreed maintenance service for a Customer. It uses the Sales Order workflow while enabling maintenance-related actions and allowing service invmaintenance-sales-orders
- Projects · โครงการและงานบริการMaintenance ScheduleThe Maintenance Schedule shows all upcoming Maintenance Visits.maintenance-schedule
- Projects · โครงการและงานบริการMaintenance VisitA Maintenance Visit is a visit made by an engineer to a Customer’s premise for maintenance work of an Item.maintenance-visit
- Projects · โครงการและงานบริการMake A Colorful Gantt ChartERPNext allows users to add colours to certain documents for better visual cues and representation. A good example of this would be the Event Calendar , where, for each event you cmake-a-colorful-gantt-chart
- Projects · โครงการและงานบริการMaking Custom ReportsThere are three kind of reports in ERPNext.making-custom-reports
- Projects · โครงการและงานบริการCustomizing Field Visibility in Print FormatEach transaction has a Standard Print Format. In the Standard format, only certain fields are displayed by default. If a user wants to display a particular field in the Standard fomaking-fields-visible-in-print-format
- Introduction · เริ่มต้นและตั้งค่าManage Foreign Exchange DifferenceBecause Nova Industries often receives international payments after invoicing, exchange rates can change before settlement.manage-foreign-exchange-difference
- Stock · สต็อกและคลังสินค้าManaging Batch wise InventorySet of items which has same properties and attributes can be group in a single Batch. For example, pharmaceuticals items are batch, so that it's manufacturing and expiry date can bmanaging-batch-wise-inventory
- Stock · สต็อกและคลังสินค้าManaging Fractions in UOMUoM stands for Unit of Measurement. Few examples of UoM are Numbers (Nos), Kgs, Litre, Meter, Box, Carton etc.managing-fractions-in-uom
- Introduction · เริ่มต้นและตั้งค่าInvoice Discount in Payment EntryWhen a Customer pays less because an approved settlement discount applies, allocate the amount received and record the discount in the Deductions or Loss table. This clears the invmanaging-invoice-discount-in-the-payment-entry
- Manufacturing · งานผลิตManaging Multi-level BOMConsider a scenario where your manufacturing process involves producing sub-assembly items before the final product. In this case, how should you manage the BOM?managing-multi-level-bom
- Introduction · เริ่มต้นและตั้งค่าManaging Transactions In Multiple CurrencyNova Industries distributes electronics internationally while keeping its Company accounts in USD.managing-transactions-in-multiple-currencies
- Projects · โครงการและงานบริการManage Tree Structure MastersSome of the masters in ERPNext are maintained in tree structure. Tree structured masters allow you to set Parent master, and Child masters under those Parents. Setting up this strumanaging-tree-structure-masters
- Stock · สต็อกและคลังสินค้าManufacturerA manufacturer created or produces an Item.manufacturer
- Manufacturing · งานผลิตManufacturingThe Manufacturing module in ERPNext is designed to streamline and optimise the production process. It integrates with other modules to conduct various manufacturing operations effemanufacturing
- Manufacturing · งานผลิตManufacturing DashboardManufacturing Dashboard — ERPNext documentationmanufacturing-dashboard
- Manufacturing · งานผลิตManufacturing ReportsThere are various reports in the Manufacturing module that help you track Work Order progress, production analytics, BOM reports, etc.manufacturing-reports
- Manufacturing · งานผลิตManufacturing SettingsManufacturing settings in ERPNext configure production workflows, manage bill of materials (BOM), track work orders, and oversee inventory to streamline operations and ensure efficmanufacturing-settings
- Manufacturing · งานผลิตManufacturing without creating BOMIt is recommended to use BOM for Manufacturing for consistency and to avoid repetitive work.However, if you wish to perform it manually, the workaround is to create Stock Entries:1manufacturing-without-creating-bom
- Manufacturing · งานผลิตMaterial consumptionMaterial Consumption functionality allows you to have multiple consumption Stock Entry against a Work Order. To enable this, go to Manufacturing > Manufacturing Settings.material_consumption
- Buying · งานจัดซื้อMaterial RequestA Material Request is a document that records a requirement for a set of Items (products or services) for a particular purpose.material-request
- Manufacturing · งานผลิตMaterial Requirements Planning (MRP)The ERPNext currently have the MRP inside the production plan which is difficult for new users to understand and also it only uses sales order or material request data to generate material-requirements-planning-mrp
- Stock · สต็อกและคลังสินค้าMaterial Transfer from Delivery Note and Purchase ReceiptIn ERPNext, you can create Material Transfer entry from Stock Entry document. However, there are some scenarios in the Material Transfer where it needs to be presented as a Delivermaterial-transfer-from-delivery-note
- Projects · โครงการและงานบริการMaximum Number of Fields in a FormIf you have been customizing ERPNext by adding Custom Fields to forms, you may reach a point where:maximum-number-of-fields-in-a-form
- Introduction · เริ่มต้นและตั้งค่าMerging AccountsMerge Accounts when two Account records in the same Chart of Accounts represent the same ledger or the same group and you want to keep only one. ERPNext replaces references to the merging-accounts
- Stock · สต็อกและคลังสินค้าMigrate To Perpetual InventoryPerpetual Inventory Valuation is activated by default in the system.migrate-to-perpetual-inventory
- Projects · โครงการและงานบริการMilestone TrackingIntroduced in Version 12milestone-tracker
- Introduction · เริ่มต้นและตั้งค่าMode of PaymentA Mode of Payment identifies how money is received or paid, such as cash, bank transfer, card, or check. It also helps ERPNext choose the correct default ledger for each Company whmode-of-payment
- Introduction · เริ่มต้นและตั้งค่าModule SettingsNova Industries is a fictional electronics manufacturer and distributor used throughout this guide. Its sales team prepares quotations, the warehouse dispatches devices, the factormodule-settings
- Introduction · เริ่มต้นและตั้งค่าMoving Asset from Stock Item to Fixed Asset ItemImagine Nova Industries bought a laptop intending to sell it, so it was received as inventory. Later, the company decides to give that laptop to an employee. It is no longer stock moving-asset-from-stock-item-to-fixed-asset-item
- Projects · โครงการและงานบริการM-Pesa IntegrationM-Pesa integration allows processing transactions with the payment gateway provider M-Pesa.mpesa-integration
- Introduction · เริ่มต้นและตั้งค่าMulti Currency AccountingNova Industries manufactures electronics, buys components abroad, and distributes finished products in several currencies.multi-currency-accounting
- Introduction · เริ่มต้นและตั้งค่าMulti Currency SetupBefore Nova Industries begins foreign-currency sales, its accounts, parties, Price Lists, rates, and payment settings must agree.multi-currency-setup
- Projects · โครงการและงานบริการNaming SeriesMasters and transactions can be given prefixes in the form of naming series.naming-series
- Introduction · เริ่มต้นและตั้งค่าNaming Series as Per GST RulesRule 46 (b) of the CGST Rules 2017 specifies that the tax invoice issued by a registered person should have a consecutive serial number , not exceeding sixteen characters, in one onaming-series-as-per-gst-rules
- Projects · โครงการและงานบริการSet Current Value for Naming SeriesNaming Series feature allows you to define prefix for naming of a documents. For example, if a Sales Order has prefix "SO", then the series will be generated as SO-00001, SO-00002.naming-series-current-value
- Selling · งานขายNewsletterNewsletter is an email which is sent to a specific group of subscribers periodically.newsletter
- Manufacturing · งานผลิตNon ConformanceA Non Conformance is a observation that can be filed by any person in the organization to note non compliance to a specific procedurenon-conformance
- Website · เว็บไซต์และร้านค้าออนไลน์Non-profit Module in ERPNextERPNext can be used by non-profit organizations to manage their operations, accounting, donations, memberships, projects, and reporting. The non-profit features were historically pnon-profit
- Stock · สต็อกและคลังสินค้าCannot enable Serial and Batch NumberIt is quite possible at times that you do not want to start tracking the inventory as batched and/or serialized but want to start doing so at a later stage.The system, by design, dnot-able-to-select-has-serial-no-batch-option-in-item-list
- Projects · โครงการและงานบริการNotificationYou can configure various notifications in your system to remind you of important activities.notifications
- Introduction · เริ่มต้นและตั้งค่าOpen SourceThe term open source refers to those software where the source code is available to the public for inspection, modification, enhancement and distribution to the software. This is copen-source
- Manufacturing · งานผลิตOpen Work Order ReportWe can easily identify the manufacturing progress of certain items in our organizations using Open Work Orders in ERPNext.open-work-orders
- Introduction · เริ่มต้นและตั้งค่าOpening and Closing During MigrationOpening activities establish the first reliable ERPNext balances. Closing activities finalize the legacy period and prevent changes after reconciliation.opening-and-closing
- Introduction · เริ่มต้นและตั้งค่าOpening Balance in AccountsOpening balances tell ERPNext where the company stands at the migration cut-off date. They should reproduce the verified closing position from the old system, not introduce new incopening-balance
- Introduction · เริ่มต้นและตั้งค่าImport Outstanding Invoices with the Opening Invoice Creation ToolOne total receivable balance is not enough to continue collections after migration. ERPNext needs each unpaid customer invoice, and each unpaid supplier invoice, when users must seopening-invoice-creation-tool
- Stock · สต็อกและคลังสินค้าOpening StockOpening Stock is the amount and value of materials that a company has available for sale or use at the beginning of an accounting period.opening-stock
- Stock · สต็อกและคลังสินค้าOpening Stock Balance Entry for Serialized and Batch ItemItems for which Serial No. and Batch No. is maintained, opening stock balance entry for them is update via Stock Entry. Click here to learn how serialized inventory is managed in Eopening-stock-balance-entry-for-serialized-and-batch-item
- Manufacturing · งานผลิตManufacturing OperationAn Operation refers to any manufacturing operation performed on the raw materials to process it further in the manufacturing path.operation
- Selling · งานขายOpportunityOpportunity is a qualified lead.opportunity
- Selling · งานขายOpportunity Type'Opportunity Type' indicates the broad category of opportunity like Sales, Support, Maintenance, Partnership etc.opportunity_type
- Selling · งานขายPacking ListThe Packing List in an ERPNext Sales Order shows the individual stock Items that must be delivered when the Customer orders a Product Bundle . It converts the bundled parent Item ipacking-list
- Stock · สต็อกและคลังสินค้าPacking SlipA packing slip is a document that lists the items in a shipment.packing-slip
- Selling · งานขายPartial Fulfilment of Sales OrderA submitted Sales Order does not need to be delivered or billed in one transaction. In ERPNext, you can fulfil selected Items and quantities through several Delivery Notes , createpartial-fulfilment-of-sales-order
- Stock · สต็อกและคลังสินค้าParty Specific ItemParty Specific Item is used to restrict which items, item groups, or brands can be used for a particular party. A party can be a Customer or a Supplier . This is useful when a busiparty-specific-item
- Introduction · เริ่มต้นและตั้งค่าPayment LedgerNorthstar Retail has a $1,796 Sales Invoice from Nova Industries and makes a separate payment of $525. The bank movement is already recorded, but the invoice will remain fully outspayment_ledger
- Introduction · เริ่มต้นและตั้งค่าPayment Terms Status ReportNova Industries accepts a $7,000 Sales Order from Northstar Retail with two payment terms: 50% first and 50% later. Nova invoices $4,900. Finance needs to know which part of the agpayment_terms_status_report
- Introduction · เริ่มต้นและตั้งค่าPayment EntryUse a Payment Entry when money is received, paid, or transferred between bank and cash accounts. It is the standard operational document for recording a customer receipt, supplier payment-entry
- Introduction · เริ่มต้นและตั้งค่าPayment Entry for Capital AccountUse an internal transfer or a suitable accounting entry when an owner or shareholder contributes capital. The correct method depends on whether the contributor is maintained as a ppayment-entry-for-capital-account
- Introduction · เริ่มต้นและตั้งค่าPayment OrderA Payment Order groups Supplier payments into a controlled payment run. It tells the finance team which payments have been selected and approved, but submitting the Payment Order dpayment-order
- Introduction · เริ่มต้นและตั้งค่าPayment ReconciliationPayment Reconciliation links a submitted payment or credit with one or more outstanding invoices for the same Customer or Supplier. Use it when money has already been recorded in Epayment-reconciliation
- Introduction · เริ่มต้นและตั้งค่าPayment RequestA Payment Request records that a specific amount needs to be paid. It is a request or instruction, not proof that money has moved, so creating it does not post to the General Ledgepayment-request
- Introduction · เริ่มต้นและตั้งค่าPayment TermsA sale or purchase does not always become due in one amount on one date. Payment Terms let ERPNext express the commercial promise clearly, including deposits, instalments, credit ppayment-terms
- Introduction · เริ่มต้นและตั้งค่าPayment Terms TemplateA Payment Terms Template combines reusable Payment Term records into a schedule for sales and purchase transactions. For Nova Industries, an electronics manufacturer and distributopayment-terms-template
- Projects · โครงการและงานบริการSetting up PayPalA payment gateway is an e-commerce application service provider service that authorizes credit card payments for e-businesses, online retailers, bricks and clicks, or traditional bpaypal-integration
- Projects · โครงการและงานบริการPaytm IntegrationPaytm integration allows processing transactions with the payment gateway provider Paytm.paytm-integration
- Introduction · เริ่มต้นและตั้งค่าPeriod Closing VoucherAt year end, Nova Industries has finished invoicing, posted depreciation and accruals, reconciled its bank accounts, and reviewed receivables and payables. Its income and expense aperiod-closing-voucher
- Stock · สต็อกและคลังสินค้าPeriodic InventoryIf you enable Perpetual Inventory in the Company master, the system will automatically create the GL entries for stock transactions. However, if Perpetual Inventory is disabled forperiodic-inventory
- Introduction · เริ่มต้นและตั้งค่าPerm Level ErrorWhile customizing rules in the Permission Manager , you might receive an error message saying:perm-level-error-in-permission-manager
- Introduction · เริ่มต้นและตั้งค่าPerm LevelsPerm Level, short for Permission Level, is a field-level permission system in ERPNext and Frappe. It lets administrators control access to sensitive fields within a DocType withoutperm-levels
- Introduction · เริ่มต้นและตั้งค่าRole Based PermissionsPermission to different documents can be controlled using Role Based Permissions.permissions
- Stock · สต็อกและคลังสินค้าPerpetual InventoryAs per the perpetual inventory system, accounting entry is done for every stock transaction. Otherwise, it's done in larger intervals for example monthly or quarterly. Each warehouperpetual-inventory
- Stock · สต็อกและคลังสินค้าPerpetual Inventory for Non-stock ItemQuestion:perpetual-inventory-for-non-stock-item
- Introduction · เริ่มต้นและตั้งค่าPersonal Data DeletionPersonal data deletion tool enables a user to delete their account and anonymize all the personally identifiable data a user has generated while using ERPNext. That is, personally personal-data-deletion
- Introduction · เริ่มต้นและตั้งค่าPersonal Data DownloadPersonal data download tool enables a user to automatically download all the personal data they have generated while using ERPNext. This includes personally identifiable data from personal-data-download
- Introduction · เริ่มต้นและตั้งค่าBook Petty Cash EntryPetty cash should use a dedicated cash ledger and a controlled custodian process. Record replenishment separately from the expenses paid from the float.petty-cash-entry-in-erpnext
- Stock · สต็อกและคลังสินค้าPick ListA Pick List is a document that indicates which items should be taken from your inventory to fulfill orders.pick-list
- Projects · โครงการและงานบริการPlaid IntegrationERPNext offers the possibility to synchronize your bank accounts through a service called Plaid . Please check the Plaid FAQ to see if your country is supported.plaid_integration
- Manufacturing · งานผลิตPlant FloorPlant Floor feature in the ERPNext is used to visualize the status of machines and workstations within the corresponding plant floor. This feature provides visual interface for proplant-floor
- Stock · สต็อกและคลังสินค้าIntroductionThe Point of Sale module in ERPNext offers a streamlined solution for managing retail transactions efficiently. It seamlessly integrates with inventory management, updating stock lpoint-of-sale
- Stock · สต็อกและคลังสินค้าGetting StartedYou require to setup a few things to ensure smooth POS billing.point-of-sale / setup
- Website · เว็บไซต์และร้านค้าออนไลน์Portal LoginTo login into the customer account, the customer has to use his Email Address and the password sent by ERPNext; generated through the sign-up process.portal-login
- Stock · สต็อกและคลังสินค้าPOS Invoice ConsolidationIn the version 13 refactor of the Point of Sale, in an effort to add speed to the Point of Sale, the sales from the POS session do not affect the stock and accounting ledgers untilpos-invoice-consolidation
- Stock · สต็อกและคลังสินค้าPOS ProfileIn ERPNext, a POS profile allows using the Point of Sale feature to some extent for “Paid” Sales Invoice.pos-profile
- Stock · สต็อกและคลังสินค้าPOS WorkflowsNote: You need to set a default Warehouse for stock impact. If both Item and POS Profile define a Warehouse, the POS profile warehouse gets priority.pos-workflows
- Introduction · เริ่มต้นและตั้งค่าPost Dated Cheque EntryA post-dated check is received or issued before the date on which it can be deposited. Record it with its reference date and use a clearing account when your accounting policy requpost-dated-cheque-entry
- Introduction · เริ่มต้นและตั้งค่าPrepare and Map Legacy DataData exported from an older accounting system rarely matches ERPNext exactly. Preparing and mapping means cleaning that export and translating its customers, suppliers, accounts, tprepare-and-map-legacy-data
- Projects · โครงการและงานบริการUsing Prepared ReportMany times when generating a report that deals with a large volume of data, say, a GL report for the entire year, you may end up getting the following error message: Request Timed prepared-report
- Stock · สต็อกและคลังสินค้าPrice ListsA Price List is a collection of Item Prices either Selling, Buying, or both.price-lists
- Stock · สต็อกและคลังสินค้าPricingIn the stock module of ERPNext, item pricing plays a vital role in managing the cost and selling price of items. Each item in the system can have a defined purchase price, which repricing
- Stock · สต็อกและคลังสินค้าPricing RuleA Pricing Rule tells ERPNext when to replace a standard rate, apply a discount or margin, or add a free product. The rule can be limited by item, party, quantity, value, date, warepricing-rule
- Projects · โครงการและงานบริการPrinting and BrandingDocuments that you send to your customers carry your brand and image and they must be tailored to your requirements. ERPNext gives you many options so that you can set your oraganiprint
- Projects · โครงการและงานบริการPrint FormatWith Print Format, you can set how document types look when printing.print-format
- Projects · โครงการและงานบริการPrint Format BuilderThe Print Format builder helps you quickly make a simple customized Print Format by dragging and dropping data fields and adding custom text or HTML.print-format-builder
- Projects · โครงการและงานบริการPrint HeadingsPrint Headings are the names/titles you can give your transactions.print-headings
- Projects · โครงการและงานบริการPrint SettingsIn Print Settings you can set your printing preferences like Paper Size, default text size, whether you want to output as PDF or HTML, etc.print-settings
- Projects · โครงการและงานบริการPrint Style'Print Style' helps you define custom CSS styles which can be applied to Print Formats.print-style
- Projects · โครงการและงานบริการPrintingIn ERPNext, the printing feature facilitates the generation of desired documents directly from the system pertaining to the business. Users can effortlessly create and customise teprinting
- Introduction · เริ่มต้นและตั้งค่าProcess Deferred AccountingProcess Deferred Accounting runs recognition for eligible deferred revenue or deferred expense schedules. Each submitted process record is also a log of the run.process-deferred-accounting
- Introduction · เริ่มต้นและตั้งค่าProcess Payment Reconciliation ToolUse the Process Payment Reconciliation Tool when you have several submitted payments and invoices that ERPNext can match for the same party and account. You define the scope once, process-payment-reconciliation-tool
- Introduction · เริ่มต้นและตั้งค่าProcess Statement Of AccountsUse Process Statement Of Accounts to generate and send account statements to several customers at once. Each customer receives a PDF based on the General Ledger, with an optional aprocess-statement-of-accounts
- Buying · งานจัดซื้อProcurement Cycle OverviewFor a beginner level understanding of the flow of process in the Procurement cycle, there are a total of 7 Stages:procurement-cycle-overview
- Buying · งานจัดซื้อProcurement Tracker ReportThis report lists all the transactions related to goods that are currently in the process of procurement.procurement-tracker-report
- Stock · สต็อกและคลังสินค้าProduct BundleA Product Bundle is a master where you can list existing items which are bundled together and sold as a set (or bundle).product-bundle
- Regional · ตั้งค่าตามประเทศและภาษีProduct ListingERPNext provides a product listing page where your customers can discover your products. It is enabled by default if you have published Website Items on your system.product-listing
- Manufacturing · งานผลิตProduction AnalyticsTo access the Production Analytics, go to:production-analytics
- Manufacturing · งานผลิตProduction and Material PlanningProduction and material planning in ERPNext is a comprehensive process that integrates various aspects of manufacturing, inventory management, and resource allocation.production-and-material-planning
- Manufacturing · งานผลิตCapacity PlanningCapacity planning is the process in which an organization decides whether or not to accept the new orders based on the resources and existing work orders.production-and-material-planning-capacity-planning
- Manufacturing · งานผลิตProduction PlanA Production Plan helps in production and material planning for the Items planned for manufacturing. These production items can be committed via Sales Order (to Customers) or Materproduction-plan
- Manufacturing · งานผลิตProduction Plan ScheduleThe Production Plan Scheduler calculates realistic start and end dates for everything in your Production Plan - finished items, sub-assemblies, and even the purchase of raw materiaproduction-plan-schedule
- Manufacturing · งานผลิตProduction Plan Visualizerproduction-plan-visualizer
- Manufacturing · งานผลิตProduction Planning ReportTo access the Production Planning Report, go to:production-planning-report
- Introduction · เริ่มต้นและตั้งค่าProfit and Loss ReportNova Industries recorded $363,200 of income and $253,760 of expenses in 2026. The business earned $109,440, but the owner wants to know where that profit came from and whether a paprofit-and-loss-report
- Selling · งานขายProforma InvoiceA Proforma Invoice is a preliminary, non-binding invoice sent to a customer before the goods are delivered or the final (tax) invoice is raised. It is commonly used to request an aproforma-invoice
- Projects · โครงการและงานบริการProjectsA Project is a planned piece of work that is designed to find information about something, to produce something new, or to improve something.project
- Projects · โครงการและงานบริการProject CostingEach project has multiple tasks associated with it. To track the actual cost of a Project, primarily in terms of services, a User has to create a Timesheet based on the time spent project-costing
- Projects · โครงการและงานบริการProject from Customer PortalIf you are working on a Project for a Customer, then they need to be updated on its progress from time-to-time. You can achieve this in ERPNext via the Customer Portal.project-customer-portal
- Projects · โครงการและงานบริการProject and Managing ExpensesEmployees working on a Project incur various expenses, sometimes from their pockets and then can claim such expenses using Expense Claim.project-expense-claims
- Projects · โครงการและงานบริการProject ProfitabilityProject and related activities are generally active for longer periods. While developments keep happening on the Project, various transactions are done against each project. While project-profitability
- Projects · โครงการและงานบริการProject ReportsThese reports help track project progress, project status, and key metrics such as timelines, costs, and resource allocationproject-reports
- Projects · โครงการและงานบริการProject TemplateA Project Template is a predefined sequence of tasks arranged in stipulated schedule.project-template
- Projects · โครงการและงานบริการProject TypeA Project Type is the classification of projects into different types to group similar kind of projects.project-type
- Projects · โครงการและงานบริการProject UpdateA Project Update is the status of the Project which can be sent to all the stakeholders of the Project.project-update
- Projects · โครงการและงานบริการProject ViewsAs projects are time-sensitive, we need different kind of views to convey information in a visual manner to users viewing them.project-views
- Stock · สต็อกและคลังสินค้าProjected QuantityProjected Quantity is the level of stock that is predicted for a particular Item based on the current stock levels and other requirements.projected-quantity
- Projects · โครงการและงานบริการProject OverviewThe Project Module in ERPNext is used to plan, track, and manage projects within the system. It helps organize project work, monitor progress, and keep track of time and costs, whiprojects-introduction
- Projects · โครงการและงานบริการGetting StartedThe Project Module in ERPNext is used to track work that involves multiple steps, people, and transactions. A project brings together tasks, time, materials, deliveries, and billinprojects / introduction / getting-started
- Projects · โครงการและงานบริการProject SettingsThere are certain settings that are available for the Project module, which allow for handling overlap time scenarios, and the billing settings control whether logged time can be iprojects / project-settings
- Selling · งานขายPromotional SchemeA Promotional Scheme manages one or more discount slabs and generates the corresponding Pricing Rules . Use it when an offer needs several quantity or amount tiers, mixed-item condpromotional-scheme
- Introduction · เริ่มต้นและตั้งค่าPurchase Cycle Ledger ImpactThe purchase cycle begins when you commit to buy from a supplier and ends when the supplier is paid. Not every document creates an accounting entry. A Purchase Order records the copurchase-cycle-ledger-impact
- Introduction · เริ่มต้นและตั้งค่าPurchase InvoiceApex Components, a supplier to Nova Industries, sends a bill for phone screens that have already been received. Until that bill is recorded, Nova Industries has stock but no formalpurchase-invoice
- Introduction · เริ่มต้นและตั้งค่าPurchase Invoice - Account Type ErrorNova Industries receives a supplier bill from Apex Components, its regular parts supplier. ERPNext blocks the Purchase Invoice with the message that Credit To must be a Balance Shepurchase-invoice-account-type-error
- Buying · งานจัดซื้อPurchase OrderA Purchase Order is a binding contract with your Supplier in which you promise to buy a set of Items under given conditions.purchase-order
- Stock · สต็อกและคลังสินค้าPurchase ReceiptPurchase Receipts are made when you accept Items from your Supplier usually against a Purchase Order.purchase-receipt
- Buying · งานจัดซื้อPurchase ReturnA purchased Item being returned to the Supplier is known as a Purchase Return.purchase-return
- Introduction · เริ่มต้นและตั้งค่าPurchase Taxes and Charges TemplateA Purchase Taxes and Charges Template is a reusable set of tax and charge rows for buying transactions. Use it for input tax, duties, freight, insurance, handling, or another cost purchase-taxes-and-charges-template
- Buying · งานจัดซื้อPurchase TransactionsPurchase transactions in ERPNext encompass the various activities involved in acquiring goods or services from suppliers.purchase-transactions
- Introduction · เริ่มต้นและตั้งค่าPurchasing an AssetLet's say you're recording two purchases for Nova Industries: 50 phones that will be sold to customers and one packaging machine that the company will use for five years. The phonepurchasing-an-asset
- Buying · งานจัดซื้อPurchasing in Different UoMEach item has a stock unit of measurement (UoM) associated with it. For example, the UoM of pen could be numbers (Nos) and sand could be stocked kg. However, when we place an orderpurchasing-in-different-unit
- Stock · สต็อกและคลังสินค้าPurpose of Stock Delivered But Not BilledThe Stock Delivered but Not Billed account is an adjustment account used to record the value of delivered items before a bill has been raised. Rather than debiting an expense accoupurpose-of-stock-delivered-but-not-billed
- Stock · สต็อกและคลังสินค้าPutaway RuleA Putaway Rule defines a Warehouse Assignment Strategy for incoming stock.putaway-rule
- Manufacturing · งานผลิตQuality ActionA Quality Action is taken on a Quality Review to correct unsatisfactory results or prevent them from happening.quality_action
- Manufacturing · งานผลิตQuality FeedbackQuality Feedback is the information that a Customer expresses about the satisfaction or dissatisfaction about the products or services you offer.quality_feedback
- Manufacturing · งานผลิตQuality GoalIt is a collection of individual metrics that helps to define your quality goals. It is a basic quality management process to establish a set of quality objectives.quality_goal
- Manufacturing · งานผลิตQuality MeetingIt is an assembly of people for a particular purpose or agenda, especially for formal discussion about Quality aspects.quality_meeting
- Manufacturing · งานผลิตQuality ProcedureA Quality Procedure is a Standard Operating Procedure (SOP) used as a reference to carry out routine actionsquality_procedure
- Manufacturing · งานผลิตQuality ReviewA Quality Review is a record of the performance against Quality Goal at regular intervals.quality_review
- Manufacturing · งานผลิตQuality Feedback TemplateFor creating the Quality Feedback first you must decide the parameters by creating the Quality Feedback Template. The templates generally contain the name the template, scope and tquality-feedback-template
- Manufacturing · งานผลิตQuality Inspection SummaryTo access the Quality Inspction Summary, go to:quality-inspction-summary
- Stock · สต็อกและคลังสินค้าQuality InspectionIn ERPNext, you can mark your incoming or outgoing products for Quality Inspection.quality-inspection
- Manufacturing · งานผลิตIntroductionQuality management in ERPNext focuses on maintaining high standards throughout the production and procurement processes.quality-management
- Stock · สต็อกและคลังสินค้าQuick Stock BalanceQuick Stock Balance is a tool that can be used to quickly retrieve the current stock balance (quantity) and value of an item, in the specified warehouse, on the specified date.quick-stock-balance
- Introduction · เริ่มต้นและตั้งค่าERPNext QuickBooks MigratorDeprecatedquickbooks-migrator
- Selling · งานขายQuotationA Quotation in ERPNext records the products or services, quantities, prices, taxes, validity, delivery expectations, and commercial terms offered to a Lead or Customer. It is a subquotation
- Projects · โครงการและงานบริการRaw PrintingIntroduced in Version 12raw-printing
- Projects · โครงการและงานบริการRazorPay IntegrationA payment gateway is an e-commerce application service provider service that authorises credit card payments for e-businesses, online retailers, bricks and clicks, or traditional brazorpay-integration
- Introduction · เริ่มต้นและตั้งค่าRebuild the Chart of Accounts TreeUse Rebuild Tree when the parent-child structure of the Chart of Accounts is correct on the Account records but ERPNext behaves as though some Accounts belong to the wrong branch. rebuild-tree
- Introduction · เริ่มต้นและตั้งค่าReceiving Bulk PaymentsWhen a Customer sends one payment for several invoices, record one Payment Entry and allocate the amount across all matching invoices. This keeps the bank receipt intact while cleareceiving-bulk-payments-in-erpnext
- Introduction · เริ่มต้นและตั้งค่าReconcile Advance Payment Made to the SupplierA Supplier advance remains unallocated until the Purchase Invoice is posted. Reconcile the advance against the invoice so the Supplier balance and outstanding amount are correct.reconcile-advance-payment-made-to-the-supplier
- Projects · โครงการและงานบริการCustomize Print FormatPrint Formats are the layouts that are generated when you want to Print or Email a transaction.records-print-format
- Regional · ตั้งค่าตามประเทศและภาษีRegionalERPNext aims to support local regulation for all the regions in the world. In most cases ERPNext is very flexible so you can easily add Custom Fields and make Custom Reports to supregional
- Regional · ตั้งค่าตามประเทศและภาษีRegional Chart of AccountsERPNext provides standard Chart of Accounts which are pre-configured based on the country or region, enabling users to get started quickly.regional / regional-chart-of-accounts
- Projects · โครงการและงานบริการRemove Link at the Bottom of the Print PageQuestion:remove-link-at-the-bottom-of-the-print-page
- Projects · โครงการและงานบริการRemove Description in Print FormatQuestion:removing-description-removed-item-code-and-name
- Projects · โครงการและงานบริการRenaming DocumentsUsing Renaming feature, you can change the name of a master document.renaming-documents
- Stock · สต็อกและคลังสินค้าRepack EntryRepack Entry is created for item bought in bulk, which is being packed into smaller packages. For example, item bought in tons can be repacked into Kgs.repack-entry
- Introduction · เริ่มต้นและตั้งค่าPermission Error ProblemsQuestion: User has roles like Account User and Account Manager assigned. Still, when accessing Account Receivable report, User is getting an error message of no permission the terreport-permission-error
- Help Articles · บทความช่วยเหลือเฉพาะกรณีReport Showing Multiple Rows for One DocumentSometimes a report may show the same document number in multiple rows. This usually does not mean that the document has been duplicated. It means the report is showing more than onreport-showing-multiple-rows-for-one-document
- Introduction · เริ่มต้นและตั้งค่าRepost Accounting LedgerNova Industries corrects a supported accounting field on a submitted transaction, but a report still reflects the earlier ledger values. The business document is now correct, yet irepost-accounting-ledger
- Stock · สต็อกและคลังสินค้าRepost Item ValuationThe Repost Item Valuation feature in ERPNext is used to recalculate item valuation, stock balances, and related accounting values when inconsistencies occur due to backdated entrierepost-item-valuation
- Buying · งานจัดซื้อRequest for QuotationA Request for Quotation (RFQ) is a document that an organization sends to one or more Suppliers, asking them to quote for a set of Items.request-for-quotation
- Selling · งานขายRequest for Raw Materials from Sales OrderCreate a Material Request directly from one submitted Sales Order when you need to procure raw materials for its manufactured Items. Use a Production Plan when planning several Salrequest-for-raw-materials-from-sales-order
- Projects · โครงการและงานบริการDeleting and Restoring DocumentsIn ERPNext, you can delete a document if not needed. They can be masters like Items, Customer or transactions like Sales Order, Payment Entries, etc.restore-deleted-erpnext
- Stock · สต็อกและคลังสินค้าRetaining Sample StockSample stock is a batch of any Items stored for analyzing should the need arise later.retain-sample-stock
- Stock · สต็อกและคลังสินค้าReturn Rejected ItemsIn the Purchase Receipt, you can receive the Items in the Accepted or the Rejected Warehouse.return-rejected-item
- Manufacturing · งานผลิตReturned Materials Against Work OrderTo access the Returned Materials Against Work Order, go to:returned_materials_against_work_order
- Introduction · เริ่มต้นและตั้งค่าReverse Charge Mechanism (RCM)Nova Industries buys a specialist service from Orion Advisory, a supplier that does not charge tax on its invoice. Local rules require Nova, as the buyer, to recognise and settle treverse-charge-mechanism-rcm
- Regional · ตั้งค่าตามประเทศและภาษีReviews and RatingsFeedback is important to gauge the public sentiment of a product being sold. You can measure your product's performance by adding Reviews and Ratings to the Website Item's page. Toreviews_and_rating
- Introduction · เริ่มต้นและตั้งค่าRole and Role ProfileA Role defines the permissions for accessing various documents in ERPNext.role-and-role-profile
- Introduction · เริ่มต้นและตั้งค่าRole Based PermissionsPermission to different documents can be controlled using Role Based Permissions.role-based-permissions
- Introduction · เริ่มต้นและตั้งค่าRole Permission for Page and ReportAccess to different pages and reports can be controlled in Role Permission for Page and Report.role-permission-for-page-and-report
- Introduction · เริ่มต้นและตั้งค่าRound off Account Validation MessageA Purchase Invoice for Nova Industries contains item calculations, tax, discount, and currency precision. The exact total differs from the payable amount by a few cents, but no accround-off-account-validation
- Manufacturing · งานผลิตRoutingRouting is a template of BOM Operations.routing
- Stock · สต็อกและคลังสินค้าRulesShipping and pricing rules are essential features in ERPNext's stock module that streamline the management of shipping costs and pricing strategies.rules
- Projects · โครงการและงานบริการSalary Slip from TimesheetThe salary of an employee can be calculated based on the number of hours that he has worked for on a particular project.salary-slip-from-timesheet
- Selling · งานขายCRM AnalyticsFor example, if you notice that very few communications with the prospects have taken place in a month which may have led to decrease in the sales. You can make sure that the salessales_funnel
- Selling · งานขายSales StageA Sales Stage indicates the level at which an opportunity is in the sales cycle.sales_stage
- Selling · งานขายSales ReportsERPNext sales reports help teams review pipeline, orders, fulfilment, billing, customer activity, item performance, salesperson attribution, targets, and profitability. Choose a resales-analytics
- Introduction · เริ่มต้นและตั้งค่าSales InvoiceNova Industries has delivered two phones to Northstar Retail. The sale is operationally complete, but until finance issues a Sales Invoice, the customer has no formal bill and Novasales-invoice
- Projects · โครงการและงานบริการSales Invoice from TimesheetA customer can be billed based on the total number of hours an employee has worked for that customer. The actual number of hours of billable work can be tracked via a Timesheet.sales-invoice-from-timesheet
- Selling · งานขายSales Invoice without an ItemERPNext can invoice a one-time charge without selecting an Item Code. Enter the required details directly in the Sales Invoice Items child row. Use this sparingly because an Item psales-invoice-without-an-item
- Selling · งานขายSales OrderImagine you manage sales at Nova Chemicals. A customer confirms an order for 200 drums of industrial cleaner, to be delivered next month at an agreed price. If this agreement remaisales-order
- Selling · งานขายSales Order Type: Sales, Maintenance, Shopping CartA Sales Order is the customer-confirmed commitment to sell goods or services. In ERPNext, the Order Type helps the system understand what kind of sales cycle should follow after thsales-order-type
- Selling · งานขายSales Partner CommissionA Sales Partner is an external reseller, dealer, agent, affiliate, implementation partner, or other organization that helps generate business. ERPNext can attribute sales, calculatsales-partner
- Selling · งานขายSales PersonA Sales Person represents an individual or team responsible for selling to customers. Assigning Sales Persons to transactions lets ERPNext attribute revenue, calculate contributionsales-person
- Selling · งานขายSales Person Target AllocationSales targets in ERPNext compare planned quantity or revenue with actual performance from submitted sales transactions. Targets can be assigned to a Sales Person or a Territory , tsales-person-target-allocation
- Selling · งานขายSales Persons in the Sales TransactionsUse the Sales Team table to attribute a sales transaction to one or more Sales Persons . ERPNext uses each person's Contribution (%) to calculate their contribution to the transactsales-persons-in-the-sales-transactions
- Selling · งานขายSales PipelineERPNext CRM uses a sales pipeline to track potential business from the first enquiry through qualification and conversion. Keeping each record current gives sales teams a shared visales-pipeline
- Selling · งานขายSales ReturnA Sales Return records goods returned by a Customer after delivery or invoicing. Depending on how the original sale was processed, ERPNext records the return through a return Delivsales-return
- Introduction · เริ่มต้นและตั้งค่าSales Taxes and Charges TemplateA Sales Taxes and Charges Template is a reusable set of tax and charge rows for selling transactions. It can calculate sales tax, shipping, insurance, handling, duties, or another sales-taxes-and-charges-template
- Selling · งานขายRestrict Sales Users to specific Customers and TransactionsUse User Permissions when a sales user should work only with named Leads, Customers, and the sales transactions connected to those Customers. A Sales Person record is useful for tasalesperson-permissions
- Manufacturing · งานผลิตProduction Scrap ManagementScrap means waste that either has no economic value or only the value of its basic material content recoverable through recycling.scrap-management
- Introduction · เริ่มต้นและตั้งค่าScrapping an AssetImagine a Nova Industries machine is damaged beyond repair and has no resale value. It is still shown in the accounts with some remaining value, so simply throwing it away would lescrapping-an-asset
- Projects · โครงการและงานบริการSearch Record by Specific FieldWhile creating any DocType, you may want to link a particular field to another DocType. For example, in Sales Order DocType, 'Customer' field allows you to select an existing custosearch-record-by-specific-field
- Manufacturing · งานผลิตSecondary Items:::note Available only in version 16 of ERPNext :::secondary-items
- Selling · งานขายSellingThe Selling module in ERPNext brings your customer records, quotations, orders, invoices, pricing, and sales reports into one connected workflow. It helps a sales team move from anselling
- Introduction · เริ่มต้นและตั้งค่าSelling an AssetImagine Nova Industries sells an old inspection camera for $1,500. The camera originally cost more, but part of that cost has already been recorded as depreciation. The accountant selling-an-asset
- Introduction · เริ่มต้นและตั้งค่าSelling Cycle Ledger ImpactThe selling cycle begins with a commercial commitment and ends when the customer pays. Not every document creates an accounting entry.selling-cycle-ledger-impact
- Selling · งานขายSelling in Different UoMERPNext can sell the same Item in different Units of Measure while maintaining stock in one Stock UOM. Configure each allowed UOM and conversion factor on the Item, then select theSelling-in-different-UOM
- Selling · งานขายSelling SettingsSelling Settings controls the defaults and validations used across the ERPNext sales cycle. These settings affect customers, pricing, quotations, sales orders, delivery notes, saleselling-settings
- Introduction · เริ่มต้นและตั้งค่าSemi-Auto Payment ReconciliationSemi-automatic reconciliation helps match unallocated payments with outstanding invoices using party, amount, and date information. Treat suggestions as candidates and review them semi-auto-payment-reconciliation
- Projects · โครงการและงานบริการSending Email from any DocumentIn ERPNext you can send any document as email (with a PDF attachment) by clicking on Menu > Email after opening any document.sending-email
- Stock · สต็อกและคลังสินค้าSerial and BatchFrom version 16, to enable serial / batch feature for the item, first check the 'Enable Serial and Batch No for Item' checkbox in the 'Stock Settings'.serial-and-batch
- Stock · สต็อกและคลังสินค้าSerial and Batch BundleNOTE: Users must create a separate Serial and Batch Bundle for each stock transaction. They cannot use the same Serial and Batch Bundle across multiple stock transactions.serial-and-batch-bundle
- Stock · สต็อกและคลังสินค้าSerial No and Batch Traceability ReportThe Serial and Batch Traceability Report is used to track the full movement and lifecycle of serialized or batched items across your supply chain. Thre are two types of traceabilitserial-and-batch-traceability-report
- Stock · สต็อกและคลังสินค้าSerial NumberAllow Negative Stock has removed for Serial / Batch Items from version 15. So from version 15 users won't be able to make negative stock transactions for serial /batch items even tserial-no
- Stock · สต็อกและคลังสินค้าSerial Number NamingSerial Nos. is unique value assigned on each unit of an item. Serial no. helps in tracking item's warranty and expiry details. Generally high value items like machines, computers, serial-no-naming
- Projects · โครงการและงานบริการService Level AgreementA service level agreement (SLA) is a contract between a service provider (either internal or external) and the end user on the level of service expected from the service provider.service-level-agreement
- Introduction · เริ่มต้นและตั้งค่าSession DefaultsNova Industries is a fictional electronics manufacturer and distributor with a child company, Nova Electronics Trading. Priya normally works in the parent company's books, but thissession-defaults
- Regional · ตั้งค่าตามประเทศและภาษีSet Up E-commerceIf you're using version 15 or migrating to version 15, you need to install the frappe's Webshop app first in order to use the E-commerce featuresset_up_e_commerce
- Introduction · เริ่มต้นและตั้งค่าSet LanguageNova Industries is a fictional electronics manufacturer and distributor. Most employees use ERPNext in English, but the company hires Sofia to coordinate Spanish-speaking customersset-language
- Introduction · เริ่มต้นและตั้งค่าSet PrecisionNova Industries is a fictional electronics manufacturer and distributor. It buys 1,250 metres of cable at USD 1.2375 per metre. If the purchase rate is displayed with only two deciset-precision
- Selling · งานขายSetting Company Sales GoalDefining and achieving sales goals/targets can help your company reach new goals and increase revenue.setting-company-sales-goal
- Projects · โครงการและงานบริการSet default values for any fieldUsing Customize Form , we can set a default value for any field of any Doctype in ERPNext.setting-default-values-for-any-field-in-erpnext
- Introduction · เริ่มต้นและตั้งค่าSetting UpSetting up ERPNext means turning the way your business already works into reliable masters, defaults, permissions, and opening balances. A good setup begins with the decisions thatsetting-up
- Selling · งานขายSetting up "Buy 1 Get 1 Free" Pricing RuleUse a Product Discount Pricing Rule to add a free item when a transaction meets a purchase condition. The free item can be the same Item or a different promotional Item.setting-up-buy-1-get-1-free-pricing-rule
- Introduction · เริ่มต้นและตั้งค่าSetting Up Email Signature in ERPNextTo add your signature, go to your User Profile under Settings > My Settingssetting-up-email-signature-in-erpnext
- Projects · โครงการและงานบริการSetting up Sendgrid SMTP Email in ERPNextSMTP, or simple mail transfer protocol, is a quick and easy way to send email from one server to another. SendGrid provides an SMTP service that allows you to deliver your email visetting-up-sendgrid-smtp-email-in-erpnext
- Introduction · เริ่มต้นและตั้งค่าSetting Up TaxesTax setup connects a legal calculation to the ordinary sales and purchase workflow. The goal is not merely to add a percentage to an invoice, but to calculate the right charge, possetting-up-taxes
- Projects · โครงการและงานบริการSetting Workflows on MastersWorkflows are usually set on submittable documents. Once the document is approved, it gets automatically submitted as per the workflow set. However, sometimes, businesses do have usetting-workflows-on-masters
- Introduction · เริ่มต้นและตั้งค่าSetup Two Factor Authentication##Enable Two Factor Authentication (2FA)setup-two-factor-authentication
- Introduction · เริ่มต้นและตั้งค่าShare ReportsNova Electronics Trading starts with three shareholders: Elena Brooks holds 6,000 shares, Marcus Lee holds 4,000, and Horizon Ventures LLC holds 1,000. Elena then transfers 1,000 sshare-reports
- Introduction · เริ่มต้นและตั้งค่าShare TransferNova Electronics Trading starts with three shareholders: Elena Brooks holds 6,000 shares, Marcus Lee holds 4,000, and Horizon Ventures LLC holds 1,000. Elena now wants to transfer share-transfer
- Introduction · เริ่มต้นและตั้งค่าShareholderNova Electronics Trading has three shareholders. Elena Brooks initially holds 6,000 shares, Marcus Lee holds 4,000, and Horizon Ventures LLC holds 1,000. Finance needs to know who shareholder
- Introduction · เริ่มต้นและตั้งค่าShareholder ManagementNova Electronics Trading starts with three shareholders: Elena Brooks holds 6,000 shares, Marcus Lee holds 4,000, and Horizon Ventures LLC holds 1,000. As Nova raises capital and oshareholder-management
- Introduction · เริ่มต้นและตั้งค่าSharing'Sharing' allows users to share a particular document with other users in ERPNext.sharing
- Stock · สต็อกและคลังสินค้าShipmentA Shipment is a document that keeps track of real-world Shipments created against a Delivery Note or independently.shipment
- Stock · สต็อกและคลังสินค้าShipping RuleUsing Shipping Rule, you can define the cost for delivering the product to the customer or the supplier. Its a rule to define shipping charges applied to sales transactionsshipping-rule
- Regional · ตั้งค่าตามประเทศและภาษีShop by CategoryERPNext offers a Shop by Category (/shop-by-category ) page out of the box, where users can navigate to relevant products based on their needs without having to use filters right ashop_by_category
- Projects · โครงการและงานบริการShopify IntegrationThe Shopify Connector pulls the orders from Shopify and creates Sales Order against them in ERPNext.shopify_integration
- Regional · ตั้งค่าตามประเทศและภาษีShopping CartIn addition to listing products, ERPNext also allows selling them via the Shopping Cart.shopping-cart
- Introduction · เริ่มต้นและตั้งค่าShow or Hide ModulesNova Industries is a fictional electronics manufacturer and distributor. A service coordinator needs Support and Selling, but not Manufacturing. An administrator finds an older insshow-hide-modules
- Regional · ตั้งค่าตามประเทศและภาษีKSA VAT Management and ReportingGenerate report for the VAT on Sales and VAT on Purchasessimplified_ksa_vat_management_and_reporting
- Introduction · เริ่มต้นและตั้งค่าSingle Payment Against Multiple InvoicesA single bank receipt or payment can settle several invoices. Keep it as one Payment Entry and use the References table to show exactly how the amount is distributed.single-payment-multiple-invoices
- Projects · โครงการและงานบริการSMS SettingsYou can subscribe to an SMS provider to send SMS to mobile numbers.sms-setting
- Selling · งานขายSocial Media SettingsSocial Media Settings in ERPNext provides access to the supported social publishing integrations configured for your site. Availability depends on the ERPNext version and the extersocial-media-settings
- Regional · ตั้งค่าตามประเทศและภาษีRequirements for South AfricaERPNext aims to support local regulation for different regions in the world. In most cases, ERPNext is very flexible, so you can easily add custom fields and make custom reports tosouth_africa
- Introduction · เริ่มต้นและตั้งค่าStale Cheque AccountingA stale check has passed the validity period and is no longer expected to clear. Do not delete the original entry. Reverse or cancel it according to its status, then issue a replacstale-cheque-accounting
- Stock · สต็อกและคลังสินค้าStandard Valuation RateThe Standard Valuation Rate feature lets you value an item's inventory at a single, pre-defined "standard" cost rather than at the constantly-changing rate produced by FIFO or Movistandard-valuation-rate
- Stock · สต็อกและคลังสินค้าStockThe Stock module in ERPNext is a comprehensive tool designed to manage inventory and streamline supply chain operations. It offers functionalities to handle various aspects of stocstock
- Stock · สต็อกและคลังสินค้าStock Adjustment / COGS with Negative StockThis section explains how negative stock entries lead to stock adjustments. Many users enter negative stock in the system, often by creating delivery notes without existing stock, stock-adjustment-cogs-with-negative-stock
- Stock · สต็อกและคลังสินค้าValue Out of Sync Error: Stock Balance and Stock Account Balance SyncingWhen Perpetual Inventory is enabled, ERPNext keeps the stock ledger and the accounting ledger in sync. If the stock balance and the stock account balance do not match for a companystock-balance-and-stock-account-balance-syncing
- Stock · สต็อกและคลังสินค้าStock Closing EntryThe purpose of the stock closing entry is to generate the stock closing balance, which includes the consolidated stock quantity and consolidated stock value for the selected periodstock-closing-entry
- Stock · สต็อกและคลังสินค้าStock EntryA Stock Entry lets you record Item movement between Warehouses.stock-entry
- Stock · สต็อกและคลังสินค้าStock Entry PurposeStock Entry is a stock transaction, which can be used for multiple purposes. Let's learn about each Stock Entry Purpose below.stock-entry-purpose
- Stock · สต็อกและคลังสินค้าStock InspectionQuality inspection in ERPNext stock module involves assessing and ensuring the quality of incoming and outgoing inventory items.stock-inspection
- Stock · สต็อกและคลังสินค้าStock Ledger ReportA Stock Ledger Report is a detailed record that keeps track of stock movements for a company.stock-ledger
- Stock · สต็อกและคลังสินค้าStock Level ReportStock Level report list stock item's quantity available in a particular warehouse.stock-level-report
- Stock · สต็อกและคลังสินค้าStock MastersIn ERPNext, the masters play a crucial role in managing stock-related data, such as items, warehouses, batches, and stock transactions. They provide a structured way to input, storstock-masters
- Stock · สต็อกและคลังสินค้าPurpose of Stock Received but not BilledWhen purchased items are received, an accounts posting is done based on the value of the purchased items in the Stock-in-hand / fixed-assets account. When you sell and deliver thosstock-received-but-not-billed
- Stock · สต็อกและคลังสินค้าStock ReconciliationStock Reconciliation is the process of counting and evaluating material/products, periodically at the year-end.stock-reconciliation
- Stock · สต็อกและคลังสินค้าStock Ledger Variance ReportStock Ledger Variance Report — ERPNext documentationstock-reposting
- Stock · สต็อกและคลังสินค้าStock Reposting Settingsstock-reposting-settings
- Stock · สต็อกและคลังสินค้าStock ReservationIntroduced in Version 15stock-reservation
- Manufacturing · งานผลิตStock Reservation for Production PlanNote: This feature will be available in the ERPNext version 16stock-reservation-for-production-plan
- Manufacturing · งานผลิตStock Reservation for Work OrderNote: This feature will be available in the ERPNext version 16stock-reservation-for-work-order
- Stock · สต็อกและคลังสินค้าStock SettingsYou can set default settings for your stock-related transactions from the Stock Settings page...stock-settings
- Stock · สต็อกและคลังสินค้าStock TransactionsStock transactions in ERPNext contains a wide range of activities related to managing inventory movements within an organisation. These transactions include stock transfers betweenstock-transactions
- Stock · สต็อกและคลังสินค้าLanded Cost VoucherLanded Cost is the final total cost associated with a product for it to reach the buyer’s doorstep.stock-transactions-landed-cost-voucher
- Introduction · เริ่มต้นและตั้งค่าStock Transfer with GSTIn certain situations, there are statutory requirements where taxes are to be applied on each transfer of Material. It is easier to manage it in a transaction like a Sales Invoice,stock-transfer-with-gst
- Stock · สต็อกและคลังสินค้าStock Value and Account Value Comparison ReportThis report helps the user to understand the difference value between the stock account and stock balance report. At the end of the financial year, every organization has to match stock-value-account-value-comparison
- Stock · สต็อกและคลังสินค้าNegative Batch Reportstock / reports / negative-batch-report
- Regional · ตั้งค่าตามประเทศและภาษีStore Landing PageAfter enabling Shopping Cart for your app you can create a custom landing page for your store using the Web Page Builder .store-landing-page
- Projects · โครงการและงานบริการSetting up StripeTo setup Stripe, Explore > Integrations > Stripe Settingsstripe-integration
- Manufacturing · งานผลิตSubcontractingIn subcontracting, you employ an external party to carry out tasks for your organization, especially manufacturing.subcontracting
- Manufacturing · งานผลิตIntroductionSubcontracting is a type of job contract that seeks to outsource certain types of work to other companies. It allows work on more than one phase of the project to be done at once, subcontracting-in-erpnext
- Manufacturing · งานผลิตSubcontracting InwardIn Subcontracting Inward, a customer employs you to carry out tasks for their organization, especially manufacturing.subcontracting-inward
- Manufacturing · งานผลิตReportsERPNext provides dedicated reports to help monitor materials sent to subcontractors, track pending receipts, and review the overall status of subcontracting orders. These reports isubcontracting / reports
- Introduction · เริ่มต้นและตั้งค่าSubscriptionNorthstar Retail, a customer of Nova Industries, buys a monthly device-care plan for the phones it resells. Creating each Sales Invoice by hand would be repetitive and makes it eassubscription
- Introduction · เริ่มต้นและตั้งค่าSubscription PlanA Subscription Plan defines what ERPNext bills on a recurring basis, how much it charges, and how often it charges it. You add one or more plans to a Subscription , and ERPNext usesubscription-plan
- Introduction · เริ่มต้นและตั้งค่าSubscription SettingsSubscription Settings controls how ERPNext handles unpaid subscription invoices across the site. Configure it before relying on automatic recurring billing.subscription-settings
- Buying · งานจัดซื้อSupplierA Supplier is a company or an individual who provides you with products or services.supplier
- Buying · งานจัดซื้อSupplier EssentialsIn ERPNext, supplier doctypes refer to the types of documents or records associated with managing suppliers within the system. By utilizing supplier doctypes effectively, businessesupplier-essentials
- Buying · งานจัดซื้อSupplier GroupSupplier Group is an aggregation of suppliers that are similar in some way.supplier-group
- Buying · งานจัดซื้อSupplier QuotationA Supplier Quotation is a document from a potential Supplier specifying the cost of goods or services they will provide within a specified period.supplier-quotation
- Buying · งานจัดซื้อSupplier ScorecardA Supplier Scorecard is an evaluation tool used to assess the performance of suppliers.supplier-scorecard
- Projects · โครงการและงานบริการSupport ReportsThe various reports in the Support module help understand data on how quickly support staff responded to customer issues, the issue types, issue priorities, timelines, and more.support_reports
- Projects · โครงการและงานบริการSupport IssuesManaging support issues in ERPNext is a structured process which is aimed at addressing user concerns.support-issues
- Projects · โครงการและงานบริการSupport SettingsAll the global settings for support related documents can be found in Support Settings.support-settings
- Introduction · เริ่มต้นและตั้งค่าSystem SettingsNova Industries is a fictional company that manufactures and distributes electronics. It has just hired 25 employees across sales, warehouse, manufacturing, and finance. One employsystem-settings
- Projects · โครงการและงานบริการTable MultiSelect FieldThe Table MultiSelect field is very similar to Link Field. The key difference is that Table MultiSelect field allows you to select multiple values.table-multiselect-field
- Projects · โครงการและงานบริการTasksIn project management, a task is an actionable unit or activity which needs to be completed.tasks
- Introduction · เริ่มต้นและตั้งค่าTax CategoryA Tax Category identifies the tax treatment that applies to a party, address, item, or transaction. It does not store a tax rate or calculate tax by itself. Instead, ERPNext uses ttax-category
- Introduction · เริ่มต้นและตั้งค่าTax Inclusive AccountingUse tax-inclusive accounting when the item price entered on a sales or purchase transaction already contains tax. ERPNext back-calculates the tax and taxable value instead of addintax-inclusive-accounting
- Introduction · เริ่มต้นและตั้งค่าTax on another tax amountUse On Previous Row Amount when a tax, levy, or surcharge must be calculated only on the amount produced by another tax row. ERPNext uses the referenced row's Amount as the calculatax-on-another-tax-amount
- Introduction · เริ่มต้นและตั้งค่าTax RuleA Tax Rule automatically selects a Sales or Purchase Taxes and Charges Template when a transaction matches the rule's conditions. It prevents users from having to remember which tatax-rule
- Introduction · เริ่มต้นและตั้งค่าTax Withholding CategoryA Tax Withholding Category tells ERPNext when to deduct or collect tax at source, which rate to use, and which account should receive the amount. It is commonly used when a businestax-withholding-category
- Introduction · เริ่มต้นและตั้งค่าTaxesERPNext calculates taxes on sales and purchase transactions from reusable accounts, templates, categories, rules, and item-specific rates. The system can select the applicable setutaxes
- Regional · ตั้งค่าตามประเทศและภาษีTaxjar IntegrationTaxJar integration allows ERPNext users to auto-calculate taxes based on the addresses of customers, companies and delivery locations.taxjar_integration
- Regional · ตั้งค่าตามประเทศและภาษีTDS Setup for IndiaTo setup TDS in ERPNext follow below steps:tds-setup-india
- Selling · งานขายTerms And ConditionsTerms and Conditions in ERPNext are reusable clauses that describe the commercial, delivery, warranty, return, and other conditions that apply to a transaction. A template helps yoterms-and-conditions
- Selling · งานขายTerritoryA Territory in ERPNext represents a geographic or commercial region in which your company sells. Territories help classify Customers and Addresses, organize reporting, assign respoterritory
- Introduction · เริ่มต้นและตั้งค่าThe Project ChampionImplementing ERPNext in any organisation requires clear identification of pain points, meticulous planning and active involvement of all parties associated with the project. It invthe-champion
- Projects · โครงการและงานบริการTime Based PayoutTime-based payout in ERPNext projects refers to the process of calculating and disbursing payments to employees or contractors based on the time they have spent working on specifictime-based-payout
- Projects · โครงการและงานบริการTime TrackingProject time tracking in ERPNext plays a pivotal role in ensuring accurate project management and resource utilisation.time-tracking
- Projects · โครงการและงานบริการTimer in TimesheetsThe Timer in Timesheet helps users record actual working time without manually entering start and end times.timer-in-timesheets
- Projects · โครงการและงานบริการTimesheet against Work OrderIn ERPNext manufacturing, time spent on a Work Order is normally tracked through Job Cards . A Job Card is created for a Work Order operation and is used to record the employee, wotimesheet-against-work-order
- Projects · โครงการและงานบริการTimesheetA Timesheet is the record of the number of hours spent by an employee on completion of each task.timesheets
- Stock · สต็อกและคลังสินค้าTrack Items Using BarcodeA barcode is a value decoded into vertical spaced lines. Barcode scanners are the input medium, like Keyboard. When it scans a barcode, the data appears in the computer screens at track-items-using-barcode
- Stock · สต็อกและคลังสินค้าTrack Purchases In Accounts:::note ERPNext version 16 feature :::track-purchases-in-accounts
- Manufacturing · งานผลิตTrack Semi-Finished GoodsSemi-finished goods are materials that result from the completion of one operation and are used as raw materials to make final products or other semi-finished goods.track-semi-finished-goods
- Regional · ตั้งค่าตามประเทศและภาษีTranslationsERPNext is available in various languages most of which has been contributed by ERPNext community.translations
- Projects · โครงการและงานบริการTree Master RenamingThere are various documents in ERPNext which are maintained in a tree structure.tree-master-renaming
- Selling · งานขายTwitter SettingsNote: This integration doesn't work anymore due to Twitter's API changes. This has been removed from ERPNext starting from v15.twitter-settings
- Introduction · เริ่มต้นและตั้งค่าTypes in Tax TemplateThe Type on a Sales or Purchase Taxes and Charges row tells ERPNext which amount to use as the calculation base. Choosing the correct Type matters as much as choosing the rate: thetypes-in-tax-template
- Regional · ตั้งค่าตามประเทศและภาษีUAE Regional FieldsFields added to the Standard DocTypes to help regional compliances.UAE-regional-fields
- Regional · ตั้งค่าตามประเทศและภาษีUAE VAT 201 Report in ERPNextTo generate UAE VAT 201 Report in ERPNext go to:uae-vat-201-report
- Regional · ตั้งค่าตามประเทศและภาษีVAT/EXCISE Tax Implementation for UAE/KSASet Tax Registration Number in the field, Tax ID for the Customer, Supplier, and Company.uae-vat-setup
- Introduction · เริ่มต้นและตั้งค่าUnderstanding Debit and CreditDebit and credit are the two sides ERPNext uses to keep the books balanced. They do not mean good and bad, or always mean increase and decrease. Their effect depends on the type ofunderstand-debit-and-credit
- Projects · โครงการและงานบริการUnicommerce IntegrationUnicommerce is aggregator for many e-commerce platforms that allows you to sell items through many supported marketplaces and process order via unified interface called Uniware. Leunicommerce_integration
- Regional · ตั้งค่าตามประเทศและภาษีRequirements for United Arab EmiratesERPNext aims to support local regulation for different regions in the world. In most cases, ERPNext is very flexible, so you can easily add custom fields and make custom reports tounited_arab_emirates
- Introduction · เริ่มต้นและตั้งค่าUnreconcile PaymentsUnreconciliation removes an allocation between a payment or credit and an invoice. It does not erase the original vouchers. Use it when the payment was linked to the wrong invoice unreconciliation
- Stock · สต็อกและคลังสินค้าUnit of Measure (UoM)A UoM is a unit using which an Item is measured.uom
- Introduction · เริ่มต้นและตั้งค่าGenerate GSTR-1 JSON FileFollow below steps to generate JSON file using ERPNext.**Setup GST Parameters:**Go to Accounts > Goods and Services Tax (GST India) > GST Settings and update GST parameters. **Repoupdate-gstr-1-data-in-gst-offline-tool
- Stock · สต็อกและคลังสินค้าDelivery from Sales InvoiceIf you have items delivery and invoicing happening at the same time, you can create delivery from with Sales Invoice itself. Sales Invoice has field called Update Stock , just befoupdate-stock-option-in-sales-invoice
- Stock · สต็อกและคลังสินค้าUse Inline Serial / Batch EditorThe Inline Serial / Batch Editor lets you add and manage Serial Numbers and Batches directly on the item row of your stock documents — no separate pop-up dialog needed. You see youuse-inline-serial-batch-editor
- Stock · สต็อกและคลังสินค้าUse Serial No Wise ValuationA new checkbox on the Item master that decides how a serialised item is costed (COGS / Valuation Rate). It does not change whether serial numbers are tracked - they are always tracuse-serial-no-wise-valuation
- Introduction · เริ่มต้นและตั้งค่าUser Permission based on HierarchyQuestion:user-permission-based-on-hierarchy
- Introduction · เริ่มต้นและตั้งค่าUser PermissionsUser permissions is a way of restricting user access to particular documents.user-permissions
- Introduction · เริ่มต้นและตั้งค่าUsing Custom API Rows in Financial Report TemplateNova Industries wants one management-report line that cannot be produced from account categories alone: a specialised budget-adjusted operating metric calculated by its installed cusing-custom-api-rows-in-financial-report-template
- Introduction · เริ่มต้นและตั้งค่าUsing Finance Book for Asset DepreciationImagine Nova Industries must report a machine one way in its statutory accounts, but management wants a second view for internal planning. The law may allow a ten-year useful life,using-finance-book-for-asset-depreciation
- Introduction · เริ่มต้นและตั้งค่าValidate and Correct the MigrationA successful import only proves that ERPNext accepted the rows. Validation proves that the new books represent the same financial position as the signed-off source system.validate-the-migration
- Manufacturing · งานผลิตRaw material valuationQuestion: What are for various options in Valuation Based On in the Bill Of Materials (BOM)?valuation-based-on-field-in-bom
- Regional · ตั้งค่าตามประเทศและภาษีVAT Audit ReportIntroduced in version 13vat_audit_report
- Stock · สต็อกและคลังสินค้าWarehouseA warehouse is a commercial building for storage of goods. Warehouses are used by manufacturers, importers, exporters, wholesalers, transport businesses, customs, etc.warehouse
- Stock · สต็อกและคลังสินค้าLinking stock warehouse and accountsThe value of stock stored in the warehouses needs to be tracked.warehouse-ledger-link
- Projects · โครงการและงานบริการWarrantyBy effectively managing warranty claims and serial numbers within ERPNext's Support module, users can streamline customer support processes, ensure accurate tracking of warranty-rewarranty
- Projects · โครงการและงานบริการWarranty ClaimA Warranty Claim is when a Customer claims free repairs within the Warranty Period of the item/service you're providing.warranty-claim
- Website · เว็บไซต์และร้านค้าออนไลน์Web FormsStakeholders who are not part of your organization may need to interact with your ERPNext instance. You can authorize customers, suppliers, job applicants, students, and guardians web-form
- Website · เว็บไซต์และร้านค้าออนไลน์Web PageStatic Content like your Home Page, About Us, Contact Us, Terms pages can be created using the Web Page.web-page
- Website · เว็บไซต์และร้านค้าออนไลน์Web Page BuilderIntroduced in Version 13web-page-builder
- Website · เว็บไซต์และร้านค้าออนไลน์WebsiteSetting up a website in ERPNext involves a seamless process to establish an online presence for your businesses. There is a user-friendly Website module that allows users to createwebsite
- Regional · ตั้งค่าตามประเทศและภาษีWebsite ItemThe Website information about an Item has been moved to a new DocType called Website Item . Publishing an Item is as simple as a button click. Once an Item has a Website Item creatwebsite_item
- Website · เว็บไซต์และร้านค้าออนไลน์Website Banner ResizingEach ERPNext account website automatically generated from it. On a website, logo is set based on logo image selected in the Setup Wizard. You can change or edit property for your cwebsite-banner
- Website · เว็บไซต์และร้านค้าออนไลน์Website ComponentsERPNext offers a diverse set of website components that cater to various needs, including webpage elements like web forms, sidebars, and slideshows.website-components
- Website · เว็บไซต์และร้านค้าออนไลน์Website Home PageIt is very much possible in ERPNext to setup certain standard page as default website Home Page. Following are steps to setup default website home page.website-home-page
- Website · เว็บไซต์และร้านค้าออนไลน์Website Route MetaArbitrary meta tags can be added in your web pages using Website Route Meta.website-route-meta
- Website · เว็บไซต์และร้านค้าออนไลน์Website SettingsWebsite related settings like landing page and website wide theme can be configured here.website-settings
- Website · เว็บไซต์และร้านค้าออนไลน์Website ThemeERPNext provides advanced theming capabilities to customize the look and feel of your website and make it match your brand.website-theme
- Stock · สต็อกและคลังสินค้าWeekly Auto RepostSometimes the stock value recorded against an item can become incorrect . This usually happens when several stock transactions for the same item and warehouse are entered very closweekly-auto-repost
- Projects · โครงการและงานบริการWhat if Emails are not being received by the Recipients?When an Email is sent, you assume that the Email will be received by the Recipient, but if you receive a feedback that they haven't received the Email, following are the steps to twhat-if-emails-are-not-being-received-by-the-recipients
- Introduction · เริ่มต้นและตั้งค่าWhy should businesses use an ERP?If you are already convinced you need an all-in-one enterprise solutions system for your organization, you can skip this page.why-ERP
- Regional · ตั้งค่าตามประเทศและภาษีWishlistERPNext gives users the provision to enable the Wishlist feature on their web store. To enable this go to:wishlist
- Introduction · เริ่มต้นและตั้งค่าWithdrawing Salary from Owner's Equity AccountJordan Lee owns Nova Electronics Trading and wants to take $1,000 from the business for personal use. This is not payment for work performed by an employee. Recording it as salary withdrawing-salary-from-owners-equity-account
- Projects · โครงการและงานบริการWooCommerce IntegrationDeprecated in Version 15woocommerce_integration
- Manufacturing · งานผลิตWork OrderA Work Order is a document given to the manufacturing shop floor by the Production Planner as a signal to manufacture a certain quantity of a certain Item.work-order
- Manufacturing · งานผลิตWork Order Consumed MaterialsTo access the Work Order Consumed Materials, go to:work-order-consumed-materials
- Manufacturing · งานผลิตWork Order SummaryTo access the Work Order Summary, go to:work-order-summary
- Projects · โครงการและงานบริการWorkflowA typical 'Workflow' in ERPNext involves various stages to manage different aspects of business operations. It starts with creating a document and taking it through series of stepsworkflow
- Projects · โครงการและงานบริการWorkflow ActionsIntroduced in Version 11workflow-actions
- Projects · โครงการและงานบริการWorkflow StateA 'Workflow State' is a specific status that a document (such as a sales order, purchase order, or leave application) can be in during its lifecycle.workflow-state
- Projects · โครงการและงานบริการWorkflow Transition TasksNote: To be added in version 16workflow-transition-tasks
- Projects · โครงการและงานบริการWorkflowsWith workflows you can rewrite how a particular process/workflow is approved in ERPNext.workflows
- Projects · โครงการและงานบริการCustomizing WorkspaceWhen you log in, you're presented with the Desk. It features a persistent sidebar sorted into categories. Each sidebar item links to a page called Workspace.workspace
- Manufacturing · งานผลิตWorkstationA Workstation stores information regarding the place where the workstation operations are carried out.workstation
- Manufacturing · งานผลิตWorkstation TypeIf users have the same types of multiple Workstations (Machines) and users want to auto-assign jobs to the available workstation based on workstation type then this feature is the workstation_type
- Projects · โครงการและงานบริการZenoti IntegrationIntroduced in version 13.zenoti_integration
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