ERPNext Accounting Module
A complete guide to ERPNext Accounting covering Sales and Purchase Accounting, Payment Entries, Bank Reconciliation, Journal Entries, and Financial Reporting. Learn how ERPNext automates invoices, vendor bills, payments, and period closing to keep your books accurate and compliant.
ERPNext Procurement Module
A step-by-step overview of ERPNext’s Buying module, showing how businesses raise Material Requests, collect supplier quotations, compare offers, create Purchase Orders, receive goods, book invoices, and complete vendor payments with full traceability.
ERPNext Selling Module
Your clear guide to ERPNext’s Selling module from capturing leads and qualifying opportunities to sending quotations, converting them into sales orders, delivering goods, issuing invoices, and recording customer payments. Perfect for improving sales efficiency and closing deals faster..
ERPNext Guide to CRM Module
A clear overview of how ERPNext manages your entire sales pipeline—from capturing leads to qualifying opportunities, tracking follow-ups, sending quotations, and converting them into sales orders. Understand how ERPNext improves sales visibility and conversion rates.
ERPNext Guide to Projects Management Module
A clean, visual explanation of how ERPNext handles Projects—from planning tasks, tracking time logs, recording timesheets, monitoring budgets, to closing projects. See how ERPNext improves delivery timelines and overall project efficiency.
ERPNext Guide to HRMS & Payroll
A quick guide to how ERPNext handles recruitment, onboarding, attendance, leave, payroll, and exit processes in one unified HR system—ensuring smooth employee management and accurate, automated salary processing.
ERPNext Website & E-Commerce Integration Overview
A quick guide to how ERPNext powers online selling build web pages, list products, manage shopping carts, auto-generate orders, and capture payments in one seamless e-commerce workflow..
ERPNext Inventory & Stock Module
A simple overview of how ERPNext manages stock movements across your warehouses. Learn how to track incoming stock, internal transfers, material issues, and outbound deliveries with real-time accuracy, complete documentation, and automated inventory updates.
ERPNext Guide to Helpdesk Module
Your easy guide to ERPNext’s complete support workflow. Learn how issues are logged, assigned, tracked, and resolved using ERPNext Helpdesk. Manage customer communication, SLAs, and ticket closure with a fully automated support flow.
ERPNext Help Desk / Support
Streamlined support with integrated ticketing.
Core Accounting Features
Essential tools to track, manage, and visualize your financial operations.
Accounting Entries
Engineered online accounting entry software with custom dashboard.
Emphasize your sales, expenses, performance with real-time indicators.
Monitor your entire operational accounting workflow in one spot.
Integrate your current system with our industry-leading ERPNext solution.
Chart of Accounts
Chart of Accounts serves as a centralized pool of all ledger accounts used for financial tracking.
It forms the foundation of a company's accounting and record-keeping system.
It includes generic accounts such as expenses, equity, liabilities, revenues, and assets, organized into sub-ledgers and general ledgers.
Stackerbee's module simplifies and standardizes financial reporting for better clarity and control.
Transactional Accounting
Handle day-to-day accounting operations with speed and accuracy.
Journal & Payable Entry
Designed to track and accomplish all payable transactions.
Save money by monitoring income, cash flow, overhead expenses.
User-defined invoice flagging for payment with manual override capability.
Empowering accounts payable functions with our task-driven, accounting-centric solution.
Sales & Purchase Invoices
User-friendly invoice for your customers or vendors/suppliers.
Trigger payable bills as notification via email or SMS reminders.
In-depth detailing of product summary with discounts mentioned in sub-total.
Default or custom printable templates are configured for owners.
Subscription & Invoice Discounting
Handle memberships/subscriptions with an auto-invoicing system.
Avoiding time wastage on preparing monthly reminder bills.
Retain the business growth with our auto-generating invoice system.
Multi-Currency & Banking
Manage international finances and ensure banking accuracy.
Multi-Currency Accounting
Engineered online accounting entry software with custom dashboard.
Customize currency value in invoice templates easily.
Quick and secure implementation of budget scenario creation.
Real-time reporting of multi-company, multi-division cash flow.
Bank & Payment Reconciliation
User-friendly invoice for your customers or vendors/suppliers.
Trigger payable bills as notification via email or SMS reminders.
In-depth detailing of product summary with discounts mentioned in sub-total.
Default or custom printable templates are configured for owners.
Why Choose ERPNext for Accounting?
Manage finances with accuracy, automation, and full ERP integration using ERPNext Accounting.
Automated Bookkeeping
Reduce manual entries with auto-synced ledgers from sales, purchases, payroll, and inventory.
Tax-Ready Compliance
Handle GST, VAT, and multi-currency taxes with built-in reports and accurate calculations.
Real-Time Financial Insights
Access up-to-date P&L, balance sheets, and cash flow reports anytime for smarter decisions.
Get Started Today
Let Stackerbee streamline your accounting with ERPNext's most powerful features.
Common Questions & Answers
Get the clarity you need with these commonly asked questions.
Supplier Management
Manage vendors efficiently from onboarding to evaluation.
Supplier
Store and manage supplier details, quotation requests, purchase orders.
Suppliers or vendors have unique portals to submit requests and fulfill orders.
Default payment accounts with commissions for each vendor are managed.
As admin, you can approve or reject invoices, requests, or orders from vendors.
Supplier Group
Create new Supplier group list.
Manage supplier category & set parent supplier group.
Set default payment terms.
Monitor the constructed tree hierarchy or structure.
Supplier Scorecard
Create Supplier data, currency, credit limit, default payable accounts.
Supplier scorecard list period basis (weekly, monthly, yearly).
Scoring setup, supplier standing, criteria setup.
Use of supplier scorecard variables & evaluable formulas.
Pricing & Taxes
Ensure pricing accuracy and tax compliance in every transaction.
Purchase Tax & Charges
Add purchase Taxes & charges template.
Set tax type for rate.
Template table (add or deduct, reference row, account head).
Default option to auto-apply on new purchase transactions.
Buying Settings
Configure supplier name.
Default supplier group and buying price list.
Purchase order and receipt required option.
Maintain same rate throughout purchase cycle.
Allow item to be added in transaction multiple times.
Procurement Process
Streamline your entire purchase cycle from request to receipt.
Request For Quotation
Create a New request for quotation.
Select material request (the items to be purchased).
Select Series, company, & supplier details in master table.
Add standard reply template, terms & conditions, save.
Suppliers log into your account to provide a quote.
Supplier Quotation
Navigate to buying > purchasing > supplier quotation.
Create supplier item quotation.
Fetch address and contact in supplier master table.
Add item, quantity, standard buying rate, & tax.
Purchase Order Cycle
From the purchase order list, create new.
Choose the supplier and required date.
Customize address & contact, currency & pricing list.
Select items & set quantity, pricing is auto-calculated.
Set tax and charges, save to submit.
Why Choose ERPNext for Procurement?
Unlock efficient, transparent, and fully integrated purchasing with ERPNext Procurement.
Smart Supplier Management
Track vendors, pricing, performance, and lead times efficiently.
Automated Purchase Cycle
Streamline RFQs, POs, GRNs, and invoicing with approval workflows.
Real-Time Inventory Sync
Ensure accurate stock levels before placing orders.
Get Started Today
Let Stackerbee streamline your procurement with ERPNext's most powerful purchasing features.
Common Questions & Answers
Get the clarity you need with these commonly asked questions.
Customer & Supplier Management
Track parties involved in sales and procurement.
Customer & Supplier
Enter customer name, select customer group, type, territory
Default ID is generated for the customer
Customer naming series can be changed from selling settings
Customer address and contact
Set default currency, price list & receivable account
Product & Pricing Management
Create flexible item bundles and pricing structures.
Product Bundle
Create stock bundle by selecting parent item (Ex: Sofa Set)
In item table, select the bundle of items (Ex: Sofa, Hall cushion table)
Update the product bundle description & save
Product bundles are applied in sales transactions (delivery note)
Pricing Rule
Create new pricing rule & set a priority level
Define pricing rule criteria (item, customer, supplier, quantity, applies on or validity)
Select buying or selling criteria
Manage margin field (margin type, margin rate, price or discount) & save
Discount
Discounts applied in sales & purchase transactions (price list)
Enter the percentage of discount on the item
Discount of Net total & Grand total
Discount rate is mentioned in the print sales invoice
Sales Process Automation
Manage the end-to-end flow from quote to order and delivery.
Sales Order
Create new sales order & pull customer details from quotation
Apply quotation ID, expected delivery date
Select the warehouse to ship the order & save
Preview of printable sale order
A delivery note can be created from sales order
Sales Taxes & Charges
Create new Tax and charges template
Add title, company & tax type details
Create Tax account for each tax via Chart Of accounts
Order & Shipment Report
Track status of customer order
Check invoices status (partial paid, paid, pending)
Manage shipping status (delivered, cancelled, returned)
Why Choose ERPNext for Selling?
Sell smarter and faster with ERPNext's fully integrated selling tools.
Full Sales Cycle Automation
Manage quotations, sales orders, and invoices in one flow.
Dynamic Pricing & Discounts
Set flexible price lists, campaigns, and customer-specific offers.
Sales Analytics
Monitor sales performance, trends, and revenue in real time.
Get Started Today
Let Tridots Tech streamline your accounting with ERPNext's most powerful features.
Common Questions & Answers
Get the clarity you need with these commonly asked questions.
Lead & Opportunity Management
Track the entire sales pipeline from inquiry to deal closure.
Track Lead & Opportunity
Manage customer and business data securely in a unified place (dashboard).
Real-time data access to staff members who are interacting with clients.
Personalize experience and understand their desires by viewing past purchases, browsing, & transaction details.
Smart predict analysis and reporting for your smart business.
Sales Stage Setup
Complete visibility of your CRM pipeline from prospect to customer.
Our powerful sales pipeline management software help discover sales and maintain history (customer, payment, behavior, marketing, service) that boosts your selling effort.
Manage proposals and schedule demo or meetings about your product or services.
Segment and personalize your pitches to buyer or client budget.
Prepare Custom Quotations
Create attractive, custom comprehensive quotes with product references, images, and videos for customers enhancing sales volume.
Save hours automating mail templates and utilize more time in business.
Generate custom printable invoices, bills, etc.
Sales Team & Assignment
Empower sales personnel with role-based control and automation.
Sales Person Setup
Reduce administrative time with smart task management.
Monitor sales team target and performance with real-time data.
Capture leads via social media, content marketing, or campaigns for effective ROI.
Build long-lasting relationships with clients with better tracking and communication.
Automate Daily Routine
Create and automate follow-up emails for a new customer or vendor.
Send satisfying emails to unsubscribes to retain orders and customers.
Assign members to verify vendors supporting multi-vendor sites.
Respond to customer feedback or queries building trust and sales.
Automatically generate and email sales invoices to customers.
Omnichannel Communication
Engage with leads across multiple platforms from one place.
Omnichannel Opportunities
Omnichannel is the next stage of multichannel evolution.
Manage sales and customer interaction from all networks or multiple retail functions (POS, E-commerce, manufacturing, logistics, warehouse, CRM) under one roof.
Get real-time operational insights across channels via notifications or mail.
Email & Newsletter
Practice successful email marketing with our best CRM module.
Personalize content for email, newsletter, text notification, web pages, sign-up form, etc.
Segment contacts and send bulk emails to your customers.
Analyze reports for your campaigns, leads, revenue.
Why Choose ERPNext for CRM?
Track leads, build relationships, and close deals faster with ERPNext CRM.
Lead & Opportunity Tracking
Capture, qualify, and convert leads seamlessly.
Sales Pipeline Visibility
View, manage, and forecast deals at every stage.
360° Customer View
Access complete customer history in one place.
Get Started Today
Let Tridots Tech streamline your CRM with ERPNext's most powerful features.
Common Questions & Answers
Get the clarity you need with these commonly asked questions.
Core Project Planning & Task Management
Manage tasks, timelines, and team collaboration.
Task Management
Assign multiple tasks highlighting subject, priority level, progress status, timeline details.
Keep track of project/daily tasks regularly.
Satisfy your customers completing and delivering on-time projects.
Track all upcoming projects and client demands.
Set your team deadlines for each project.
Timesheet Management
With our cloud ERPNext project management module, employees/staff can easily submit their daily tasks with the start and end of task timing.
Collaboration of tasks or assigning of tasks is possible.
You can drag-n-drop files, browse, upload files or attach a weblink with the document.
You can share timesheet details with any team member.
Track particular period documents in the cloud system anytime.
File & Communication Tools
Centralize project-related documentation and correspondence.
File/Document Manager
User/team upload, share files (images, videos, documents).
Project-related documents are stored and monitored to keep the progress moving successfully.
Email Management
Customize and automate email notification templates.
Connect your customers, vendors, and team in real-time.
Enhance sales and productivity with custom reminders.
Project Financials
Track project-related financial metrics and reporting.
Project Profitability
Measure and predict project profitability, protecting cash flow.
Budget variance reporting - Calculate resource expense and budget of the project phase.
Optimize resource scheduling in a real-time spreadsheet.
Project Costing & Report
Straightforward time-tracking system for project, task and activities.
Compose cost of resource and billing effortlessly.
Connect employee or user task timesheet with payroll to process salary.
Client Collaboration
Enhance transparency and client experience.
Project Customer Portal
Give your customers or clients a transparent experience and report updates about the projects.
Outside or external users can view your project status, report bugs, client-interactive billing details, on-time notifications about progress.
Why Choose ERPNext for Project management?
Streamline tasks, track timesheets, and manage budgets efficiently with ERPNext Project Management.
Task & Milestone Tracking
Stay on top of timelines with structured task management.
Gantt & Kanban Views
Visualize project progress with interactive boards.
Project Costing & Budgeting
Monitor expenses, budgets, and profitability in real time.
Get Started Today
Let Tridots Tech streamline your project management with ERPNext's most powerful features.
Common Questions & Answers
Get the clarity you need with these commonly asked questions.
Recruitment & Onboarding
Streamline hiring, applicant tracking, and employee onboarding.
Job Offer & Applicant
Publish job openings directly on your platform using HR tools.
Automate budget-based hiring process (internal search or external recruitment) in an organization, eliminate manpower.
Customize email, review documents for applicants.
Details about the applicant's selection rounds and results can be listed.
Employee List
Link employees' external documents, manage and track data for a long-term purpose.
With our ERPNext integration, you can easily upload, browse, share images, videos, documents or use a web link.
Manage employee type, branch, department, grade, group, & health insurance details.
Monitor employee lifecycle, shift type and control leave policy.
Employee Growth & Development
Manage training programs, monitor goals, and evaluate performance.
Employee Training
With our HR training program, the employee can upgrade their technical and environmental skills.
Programs can be scheduled, tracked with notifications.
Training events or occasions are linked with calendars as to-do list.
Feedback or survey from employees is implemented for improvements.
Key Performance Indicators (KPI)
Performance metrics are used to track employees' performance in completing a target task or project.
Operational performance are measure with triggers adding points to team or building in appraisal.
Salary hikes and bonus for top-performing candidate is chosen analysis these metrics.
Payroll & Time Management
Automate payments, track attendance, and manage employee availability.
Automated Payroll
Multiple pay structures for specific employees or groups can be configured.
Automated payroll is generated evaluating attendance, project bonus, advances, hike, etc.
Salary payslip is generated monthly based on the timesheet, salary structure, incentives, etc.
Employees can view and download payslip via ERPNext.
Attendance Management
Custom settings to monitor employees' attendance.
Record overtime work of employees and compensate leave or payment ratio.
Specify shift pattern for team or individually.
Official or personal in and outs of employees are approved or rejected.
Leave Management
Customize leave types for employees or departmental units based on their eligibility criteria.
Compensation of leave request is available for employees working over shift.
Employees can apply leave with centralized summary that include date, type of leave (medical leave, Loss of pay, casual leave), reason of leave.
Admin or HR has the authority to approve or reject leave applications.
Manage Holiday list, leave allocation, encashment, leave block list.
Why Choose ERPNext for Human Resource Management?
Simplify HR operations with ERPNext's unified and automated system.
Easy Payroll Generation
Auto-calculate salaries with tax, benefits, and deductions.
Goal-Based Performance Tracking
Set KPIs, schedule reviews, and measure progress.
Streamlined Hiring Process
Handle job postings, applications, and onboarding all in one place.
Get Started Today
Let Tridots Tech streamline your human resource management with ERPNext's most powerful features.
Common Questions & Answers
Get the clarity you need with these commonly asked questions.
Website Design & Engagement
Tools to build, manage, and interact with your audience effectively.
Responsive Web Page
Elegant looking web page with static contents
About us, Homepage page, contact us, privacy policy, terms & conditions
Give customers unique digital experience with responsive or any device accessing (mobile, desktop) platform.
Blog Post
Keep your audience active and informative about current events, new projects, trends via blogging.
Make your audience interactive with open comment or response.
Share your blog in social media platforms easily.
Website Live Chats
Interact to customer queries quickly enabling web visitor chat.
Investigate their business needs or product queries and turn them into profitable sales.
Digital Marketing & Optimization
Drive traffic and conversions with built-in marketing features.
Powerful SEO
Maintain good website ranking in search engine optimization (Google, Bing, Yahoo).
Use effective keywords, meta title, and meta description for your business items or services to improve visibility online.
Take your business to the audience within minutes with our best SEO integration feature.
Social Media Login Keys
Create an online presence socially and enhance sales.
Link your website with social media platforms with one-time configurations.
Improve brand reputation and trust among wider audiences.
E-commerce Functionality
Everything needed to sell products online with ERPNext integration.
E-Commerce Shopping Cart
Ecommerce, a perfect online stage to sell, buy, and book products or services.
ERPNext includes page builder facility for your website.
Revamp your online storefront layout with promotional banners or offers anytime.
Add and manage your products, galleries, shopping carts, wishlists, etc.
Simple marketing and reporting suite for your online store is configured.
Dedicated admin panel and unique customer profile is handled.
Custom Web Form
Compose dynamic, one-click forms for your website.
Collect customer details like address, contact details, project budgets, etc can be mentioned.
Admin can use data for promotion, and customer business communication.
Why Choose ERPNext for Ecommerce & Website?
Build, manage, and scale your online presence with ERPNext Website & eCommerce.
Custom Website Builder
Create responsive, branded websites with drag-and-drop tools.
Integrated Product Catalog
Manage items, pricing, and stock in real-time.
Seamless Checkout & Payments
Smooth buying experience with multi-gateway support.
Get Started Today
Let Tridots Tech streamline your online store and website with ERPNext's most powerful features.
Common Questions & Answers
Get the clarity you need with these commonly asked questions.
Item & Pricing Management
Central control over items, variants, and pricing strategies for absolute consistency.
Item Pricing
List raw materials, components, or finished goods in a unified inventory database.
Apply flexible pricing schemes, base prices, and Manufacturer's Suggested Retail Prices (MRP) for items.
Item Variant & Group
Configure item variant settings to handle multi-attribute items easily.
Manage item groups or variant types based on attributes such as color, size, or weight.
Display specific attributes and descriptions per item variation automatically.
Tracking & Traceability
Ensure detailed control over stock origins, serials, and quality verification at every stage.
Batch & Serial Number
Assign and track batch numbers, including manufacturing month, year, and specific batch details.
Record individual serial numbers of materials for granular tracking.
Maintain an unlimited history of transactions for existing and disabled stock items.
Fully track all stock items throughout their lifetime in the warehouse.
Quality Inspection
Create new quality inspection templates with custom parameters.
Enable and configure inspection criteria in the item master records.
Setup precise item quantity inspection parameters.
Tie quality inspections to purchase receipts, sales invoices, delivery notes, stock entries, and manufacturing job cards.
Input specific inspector remarks on inspection and submit for review.
Stock Requests & Internal Movement
Manage internal logistics, stock requests, and multi-warehouse transfers efficiently.
Material Request
Access material requests directly from the Stock module.
Apply specific series, transaction numbers, and required-by dates.
Select items from multiple sources including Sales Orders, BOMs (Bill of Materials), or Product Bundles.
Choose quantity level specifications and submit for processing.
Status of Material Request
Keep drafts of non-submitted forms for future review.
Track submitted documents and their workflow stages.
Enable stopping or canceling of active material requests when needed.
Check real-time status: pending, partially ordered, ordered, issued, transferred, or received with receipt.
Warehouse Stock Entry
Easily manage hierarchical parent warehouses and sub-warehouses.
View comprehensive stock balance reports featuring quantity, valuation, and balances.
Set explicit stock entry purposes for auditing and clear tracking.
Specify target warehouse fields for requested items to arrive correctly.
Procurement & Receiving
Facilitate purchasing and inbound logistics with absolute financial and inventory control.
Purchase Receipt
Navigate to stock transactions > purchase receipt to record incoming goods.
Choose to create a purchase receipt manually or auto-generate from Purchase Orders.
Benefit from automatic calculation of item amounts, duties, and taxes.
Define accepted warehouse and rejected warehouse locations for inspection purposes.
Display list of items, total quantity, and raw materials consumed directly.
Sales & Purchase Returns
Create Sales Return forms against customer returned items effortlessly.
Create new return sales invoices linked back to the original transactions.
Submit and manage return delivery notes for returned goods.
Ensure the customer's account is credited and aligned via the accounting ledger automatically.
Outbound & Shipping
Handle the complete fulfillment journey with precise tracking from packing to delivery.
Packing Slip
Navigate to stock > tools > packing slip.
Create a packing slip from the draft delivery note.
Enter form package Number of slip.
Fetch items, quantity, package weight into item table.
Delivery Note
Access the delivery note list to create a New entry.
Input detailed customer and item information.
Utilize auto-fetched UOM and rates for accuracy.
Edit and confirm the posting date and time.
Monitor the delivery note status (draft, to bill, completed, return issued, cancelled, closed).
Delivery Trip
Navigate to stock > stock transactions > delivery trip > new.
Create a delivery trip and assign drivers and vehicles.
Apply the departure date and time specifications.
Add customer delivery stop details tied directly to the Delivery Note.
Calculate estimated arrival times by integrating and optimizing with Google Maps.
Stock Setup & Opening Balances
Set initial stock levels and default behavior.
Opening Stock
Record opening stock for both serialized and non-serialized items.
Set default target warehouse.
Link warehouse to accounting ledgers.
Stock Settings
Default items group.
Default stock UOM (unit of measure).
Default warehouse in the item master.
Sample retention warehouse option, automatic material request.
Default valuation method (FIFO, LIFO and More).
Limit percentage, barcode field, negative stock, etc.
Finance Integration
Synchronize inventory with accounting.
Accounting of Inventory
Auto or Perpetual Inventory - Default setting enabled for stock transactions.
Periodic Inventory - accounting entries are manually created.
Stock Reconciliation
Navigate to stock > tools > stock reconciliation > new.
Set the purpose of opening stock.
Add item code, warehouse, quantity, valuation rate.
Set posting date, cost centre.
Upload CSV file for manual download template.
Why Choose ERPNext for Inventory and Stock Management?
Gain full control over your stock with ERPNext Inventory Management.
Real-Time Stock Tracking
Monitor item availability across warehouses and locations instantly.
Multi-Warehouse Management
Handle transfers, reorder levels, and stock aging efficiently.
Batch & Serial Tracking
Track expiry, movement, and history for each item unit.
Get Started Today
Let Tridots Tech streamline your inventory and stock management with ERPNext's most powerful features.
Common Questions & Answers
Get the clarity you need with these commonly asked questions.
Ticket Handling & Customer Interaction
Manage the full lifecycle of support tickets and streamline communication across channels.
Support Dashboard
User-friendly dashboard to support you with service issues.
Identify critical issues with real-time insights and practices.
Track all incoming customer requests or queries.
Record of overall maintenance visits, issue clearances.
Omnichannel Interactions
Anytime anywhere customer calls supporting system with live notification on desktop.
Connect all network or channel data into single portal.
Enable customer emails as tickets to your inbox.
Ticket Assignment & Tracking
Set task assignment rule and reduce manual effort.
Respond to tickets and communicate with customer developing trust among users.
Send custom emails on requests or complaints.
Monitor support tickets with multiple assignees and manage traffic (open and close tickets).
Knowledge & Support Configuration
Organize help articles and customize support workflows, SLAs, and ticket categories for efficient service delivery.
Knowledge Base & Articles
Allow your customers to find solutions easily enabling help desk FAQs and articles.
Important technical issues are tracked, pulled by support team, and managed.
Why Choose ERPNext for Help Desk?
Streamline support and resolve issues faster with ERPNext Help Desk.
Centralized Ticketing System
Manage all customer queries in one organized dashboard.
Multi-Channel Support
Capture tickets from email, portal, and internal users.
SLA & Priority Handling
Set response times and auto-assign based on urgency.
Get Started Today
Let Tridots Tech streamline your support operations with ERPNext's most powerful ticketing and SLA tracking features.
Common Questions & Answers
Get the clarity you need with these commonly asked questions.