Frequently Asked Questions

What Modules / App Does ERPNext Have?
  1. Manufacturing Management
  2. Purchase or SRM
  3. Customer Support and Maintenance
  4. Website Builder and Content Management
  5. Saes and CRM
  6. Human Resource Management (HRM)
  7. Project and Time Tracking
  8. Shopping Cart/ Ecommerce from your Inventory
How Can I Convert Leads, Send Quotations And Ensure On-Time Shipping?

ERPNext comes with the following features:

  1. Items And Warehouses
    Maintain Items across Warehouses. Set Item Price Lists and Taxes for detailed item cost tracking.
  2. Warranty And Traceability
    Maintain a database of unique Serial Numbers for items that require traceability and to warranty and maintenance contracts.
  3. FIFO And Moving Average
    Get your stock valued as per First-in-first-out or moving average. Make back-dated entries and the system will forward-calculate your valuation.
  4. Batch Inventory 
    Create and manage batches of inventory for expiry and other batch related information.
  5. Stock Entries
    Move items from and to various warehouses and inventory based on Bill of Materials.
  6. Point Of Sale
    Update inventory, accounting ledgers and payments all in a simple Point-of-Sales "POS" form.
How Can I Manage My Bill Of Materials And Plan For Production?

ERPNext comes with the following features:

  1. Multilevel Bill Of Materials (BoM)
    Manage multi-level BoM and Operations for all sub-assemblies and final assemblies. Calculate material cost based on BoM.
  2. Material Requirements Planning (MRP)
    Automatically calculate material required to complete a Production Plan based on Requested, Ordered, Actual and Reserved Stock.
  3. Make Production Plans
    Make Production Plans by combining Sales Orders and plan for material and operations.
  4. Release And Close Work Orders
    Release item-wise Work Orders, build and review material consumed for production and back-flush inventory on closing.
How Can I Manage Administrative Processes Like Payroll, Expense Claims And Leaves?

ERPNext comes with the following features:

  1. Maintain Employee Records
    Keep detailed records of your present and past employees including their work-history, skills, family information, health information.
  2. Leave Management
    Create and respond to Leave Applications and keep track of leaves taken by each employee.
  3. Manage Payroll
    Generate Payroll from Salary Structures created for employees based on tax rules, grade, department etc.
  4. Expense Claims
    Track and approve expense claims made by employees for travel and other reimbursement expenses.
  5. Attendance
    Enter or upload attendance information and generate monthly attendance reports based on leaves, holidays etc.
  6. Goals And Appraisals
    Set goals for each employee and rate and record performance against the goals.
How Can I Manage Budgets, Purchases And Time For Long Projects?

ERPNext comes with the following features:

  1. Allocate Tasks
    Create projects and tasks and allocate tasks to users. Get a Gantt Chart of all tasks allocated.
  2. Track Time
    Record time spent on each project / task via Time sheets for billing and reporting.
  3. Set Budgets
    Track purchases, sales orders against projects and get a project-wise profitability and variance for "engineer-to-order" type of businesses.
  4. Project Reports
    Get detailed reports of all pending activities, expenses and delivery schedules for complex projects.
How Can I Setup Permissions To Ensure Each User Has Access To Only Needed Information?

ERPNext comes with the following features:

  1. Roles
    Create custom Roles and assign roles to users and transactions.
  2. Restrict By IP/Time Of Day
    Restrict users to access information within a certain IP or time of day.
  3. Permissions
    Set role-based permissions on each transaction. Also create special permission rules to restrict access by user, company, department etc.
  4. Transaction Approval
    Set approval rules based on amount etc. Setup separate roles to save transactions as "Draft" and "Submit" (release) transactions.
How Can I Keep Track Of Every Transaction, Taxes, Billing And Budgets?

ERPNext offers the following features:

  1. Multi-Company
    Create multiple companies with each company having its own flexible Chart of Accounts.
  2. Configurable Taxes
    ERPNext has a tax template that can map taxes from any country including GST.
  3. Multi-Currency
    Do your transactions in multiple currencies. Buy and sell in different currencies in the same Invoice.
  4. Cost Centers And Budgets
    Track your business expenses and income against cost centers and maintain account-wise budgets for each. ERPNext will warn/stop you from exceeding your budget.
  5. Make Invoices, Journal Entries
    Maintain your book of accounts with Journal Entries, Sales and Purchase Invoices. All accounting and business entries are automatically updated in the General Ledger.
  6. Trial Balance, Ledgers, AP/AR
    Get standard financial reports like Trial Balance and Accounts Payable (AP) and Accounts Receivable (AR).
How Can I Manage My Supply Chain And Stay On Top Of My Purchases?

ERPNext offers the following features:

  1. Avoid "Out-Of-Stock"
    Purchase Requests help you identify items you need to purchase and are created either manually, or if an item crosses its re-order level or from a Production Plan.
  2. Sub-Contract Items
    Manage scenarios where you supply the raw-material to the sub-contractor to ensure that the right amount of material is sent and consumed.
  3. Track Purchase Orders
    Build and send Purchase Orders to your suppliers right from the system and track how much material is pending from which supplier.
  4. Calculate Landed Costs
    Spread expenses over a number of Purchase Invoices retroactively in cases where you get bills after a period of time.
  5. Avoid Over Supply And Over Billing
    Set limits on Over Supply and Over Billing and get warning if the Supplier is billing at a different rate or quantity.
  6. Incoming Quality
    Keep a record of sampling measurements on incoming Items from your suppliers.
How Can I Wow My Customers By Making Sure All Queries Are Fulfilled On Time?

ERPNext offers the following features:

  1. Track Support Issues
    Automatically pull support issues from your support email id and website and track status, respond and allocate.
  2. Schedule Visits
    Create maintenance schedules for equipment maintenance and get reminders on upcoming visits.
  3. Manage Warranty
    Create issues against Serial Numbers and identify quickly whether the item is under warranty or maintenance contract (AMC).
  4. Record Visits
    Record information of engineer visit reports for future reference and quality analysis.
How Can I Add Comments, Share Events And Keep Track Of All My Co-Workers?

ERPNext offers the following features:

  1. Calendar
    Share events with co-workers and also track scheduled appointments with leads and visits.
  2. Knowledge Base
    Create a simple Q&A based Knowledge system and keep track of questions and answers for various company rules, statutory info etc.
  3. To Do
    Create and manage your to-do and assign transactions to other user's To Do to allocate work and manage workflow.
  4. Messaging
    A simple messaging system for sending messages and documents to users from within the ERP.
  5. Activity Log
    Get a log of all activities in the system from all users. See log-in log-out times and creation, updation of new records.
  6. Dashboard And Email Summaries
    Get an accounting dashboard with all your sales, income, expense and profit trends. Setup system to send you daily, weekly, monthly summaries by email.
How Can I Customize To My Taste And Setup Data Quickly By Importing Spreadsheets?

ERPNext offers the following features:

  1. Import From Spreadsheets
    Import tables such as Customer, Supplier, Item and reconcile Stock, Attendance etc. directly from a spreadsheet (CSV) file.
  2. Add Custom Fields
    Add custom fields to any transaction based on your special business requirements.
  3. Report Builder
    Build report on any table in the system and export the report to spreadsheet for further analysis.
  4. Customize Forms, Prints
    Customize sequencing of fields, for editing and make custom Print Formats for Invoices, Quotations etc in HTML.

Contact Us

Looking for ERP solution provider?

With more than 250+ satisfied customers across the world, we offer an all-in-one business management platform.

Call Us

+254 724 761 964

Email Us

info@tsea.co.ke

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The TSEA-ERPNEXT Partner offers an excellent opportunity for the partners to earn the highest commission (10 to 15%) for the least effort, in the industry. The program rewards the partners generously to promote one of the high-quality,fastest-growing, feature-rich, widely used, and affordable ERP platforms for any type of business to start and grow.

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