Solutions for the problems slowing your business down
Start with the problem, not the software. For each one: what ERPNext already does, what can be configured or customized, and what may need to be built, integrated or automated.
Too much manual work
The same data is typed into several places, reminders live in people’s heads, and routine steps wait for someone to do them.
ERPNext already does
Workflows, Auto Repeat, Assignment Rules and email Notifications take routine steps off people’s desks.
Configure
Naming series, default values, item and party templates, and user defaults, so fewer fields are filled in by hand.
Customize
Approval workflows, fields that fill themselves, and validations that stop errors at the point of entry.
Build
Scheduled jobs, bulk-action tools and integrations that remove re-keying between systems.
Integrate
Connections to the other tools the team uses, so data entered once reaches everywhere it is needed.
Automate
Notifications, recurring documents, assignment rules and scheduled reports that run without anyone starting them.
Inventory is difficult to track
Stock in the system doesn’t match the shelves, nobody sees availability in real time, and the value of stock is a guess.
ERPNext already does
A stock ledger across multiple warehouses, batch and serial numbers, reorder levels and a live stock balance for every item.
Configure
Warehouses, units of measure, the valuation method, batch and serial rules, and reorder levels for each item.
Customize
Barcode label print formats, warehouse-specific fields and approval steps for stock adjustments.
Build
Scanning tools for the warehouse floor, custom stock reports and connections to e-commerce or logistics systems.
Integrate
Barcode scanners, online stores and logistics providers, so stock movements are recorded where they happen.
Automate
Material requests raised at reorder levels, and stock and expiry reports sent on a schedule.
Sales are scattered
Enquiries sit in inboxes and spreadsheets, follow-ups are missed, and quotes don’t match what the business can deliver.
ERPNext already does
Leads, opportunities, quotations and sales orders in one pipeline, linked to customers, stock and invoicing.
Configure
Lead sources, sales stages, territories, price lists and pricing rules.
Customize
Custom lead fields and sources, quotation print formats, and approval rules for discounts.
Build
Integrations with website forms, email or messaging channels, so enquiries become leads automatically.
Integrate
Website forms, email and messaging channels, so enquiries arrive in ERPNext as leads.
Automate
Lead assignment, follow-up reminders and order notifications.
Accounting is disconnected
Invoices, payments and stock are recorded in different places, so month-end means reconciling by hand.
ERPNext already does
Sales, purchases and stock post to the same general ledger, with bank reconciliation and financial statements built in.
Configure
The chart of accounts, taxes, cost centers, payment terms and fiscal years.
Customize
Accounting dimensions, cost centers and report layouts set up the way your business reads its numbers.
Build
Integrations with banks, payment gateways or other finance systems, and custom financial reports.
Integrate
Banks, payment gateways and tax portals, so statements and payments don’t have to be keyed in.
Automate
Recurring invoices, payment reminders and statements of account sent on a schedule.
Manufacturing is difficult to manage
Material shortages and production status are discovered on the shop floor, not in the plan.
ERPNext already does
Bills of materials, work orders, job cards, production planning and subcontracting, linked to stock and costing.
Configure
Bills of materials, workstations, operations and manufacturing settings.
Customize
Quality inspection templates, custom fields on work orders and print formats for the shop floor.
Build
Shop-floor screens, machine or device integrations and custom production dashboards.
Integrate
Machines, shop-floor devices and barcode scanning at each stage of production.
Automate
Material requests raised from production plans, and alerts when work orders fall behind.
HR and payroll are manual
Attendance and leave are kept on paper or in spreadsheets and re-entered for payroll every month.
ERPNext already does
With Frappe HR alongside ERPNext: employee records, attendance, leave, salary structures and payroll that posts to accounting.
Configure
Holiday lists, leave types and policies, shifts, and salary components and structures.
Customize
Leave policies, approval workflows and salary slip formats that match your rules.
Build
Attendance-device integrations and custom HR and payroll reports.
Integrate
Attendance devices and bank payment files.
Automate
Leave allocations, approval notifications and salary slips emailed to employees.
Systems don’t communicate
Orders, payments and stock levels are re-typed from one system into another, and the copies drift apart.
ERPNext already does
A REST API and webhooks for every document type, so other systems can read and write ERPNext data.
Configure
Frappe’s ready-made integrations, such as email accounts and Google Calendar and Contacts, where they fit.
Customize
Webhook rules, API users with the right permissions, and fields that store references from other systems.
Build
Integration apps that keep ERPNext and your other systems in sync, with errors logged for follow-up.
Integrate
The REST API, webhooks or scheduled sync, chosen for each flow of data.
Automate
Sync jobs that run on a schedule, with failures logged and retried.
Current software can’t scale
New branches, warehouses or product lines mean another spreadsheet, and the old software can’t follow.
ERPNext already does
Multiple companies, currencies and warehouses in one system, with role-based permissions for growing teams.
Configure
Companies, branches, warehouses, roles and permissions set up for how the business is organized today.
Customize
Roles, permissions, naming series and workflows adjusted as departments and branches are added.
Build
Data migration from your current system, and custom apps for processes your old software handled differently.
Integrate
The systems that keep running alongside ERPNext, connected rather than replaced.
Automate
Routine steps that grew with the business, handed to workflows and scheduled jobs.
Need something ERPNext doesn’t provide
A process is unique to your business, and no standard module has a place for it.
ERPNext already does
Much of what looks missing is a setting or an existing module. The first step is checking what standard ERPNext already covers.
Configure
Settings and masters that switch on standard features you may not know about.
Customize
Custom fields, DocTypes, forms and print formats that extend ERPNext without changing its core.
Build
A separate Frappe app with its own DocTypes, workflows and screens, installed alongside ERPNext and upgraded with it.
Integrate
APIs that connect the new app to ERPNext and to your other systems.
Automate
Rules and scheduled jobs inside the new app.
Approvals are a bottleneck
Purchases, discounts and expenses wait in inboxes, and nobody can see what is pending or who has to act.
ERPNext already does
Workflows with states, transitions and role-based approvers on any document, with a record of who approved what.
Configure
Approval roles, the documents that need approval, and the limits above which they do.
Customize
Multi-level approval paths, conditions based on amount or department, and approval details on print formats.
Build
Approval logic a standard workflow can’t express, such as approvals that depend on several documents.
Integrate
Approval requests delivered through the email and messaging channels people already watch.
Automate
Reminders for pending approvals, and an alert when something has waited too long.
Reports take days to assemble
Numbers are exported from several places and combined in spreadsheets, so reports are late and don’t always agree.
ERPNext already does
Standard reports for every module, from the general ledger to stock ageing, all on the same data.
Configure
Report Builder views, saved filters and workspace shortcuts for each team.
Customize
Query and script reports with the columns and filters a question needs, and dashboards with number cards and charts.
Build
Reporting pages or apps that combine data in ways no standard report does.
Integrate
Data from other systems brought into ERPNext, or ERPNext data sent to analytics tools through the API.
Automate
Reports emailed to the right people daily, weekly or monthly with Auto Email Report.
Don’t see your problem here?
Tell us what’s slowing your business down. We’ll tell you what ERPNext can do about it, and what would need to be built.