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ERPNext

ERPNext

Overview

What is ERPNext?

ERPNext is an open-source ERP solution designed to assist businesses in managing various aspects of their operations, including accounting, HR and payroll, manufacturing, sales and purchase, CRM, projects, helpdesk, asset management, and website management. According to the vendor, ERPNext is suitable...

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Recent Reviews
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Reviewer Pros & Cons

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Pricing

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ERPNext

ERPNext

Free

What is ERPNext?

ERPNext is a web-based, open-source application that helps small, medium, and enterprise business manage their Accounting, Inventory, Sales, Purchase, Manufacturing, Projects, Customer Support, and Website. ERPNext is also available as a hosted solution with affordable annual plans.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is ERPNext?

ERPNext is an open-source ERP solution designed to assist businesses in managing various aspects of their operations, including accounting, HR and payroll, manufacturing, sales and purchase, CRM, projects, helpdesk, asset management, and website management. According to the vendor, ERPNext is suitable for businesses of all sizes, from small startups to large enterprises, and is used by manufacturing companies, service-based organizations, distribution companies, retail businesses, and educational institutions.

Key Features

Financial Accounting: According to the vendor, ERPNext provides real-time visibility of cash flow and offers a comprehensive accounting module that covers all aspects of bookkeeping.

Order Management: The vendor claims that ERPNext helps increase productivity and reduce costs by effectively managing sales and purchase cycles, while also allowing easy tracking of purchase to sales orders.

HR and Payroll: ERPNext, according to the vendor, streamlines the employee management process from onboarding to separation, offering features such as payroll, attendance, expense claims, and asset management.

Manufacturing: The vendor states that ERPNext enables efficient maintenance and management of multilevel bill of materials, along with production planning, job cards, and inventory management.

CRM: According to the vendor, ERPNext optimizes the sales process by tracking leads, opportunities, and enabling the sending of quotes on the go.

Projects: ERPNext, as claimed by the vendor, ensures timely delivery of internal and external projects by providing features to track tasks, timesheets, and issues specific to each project.

Helpdesk: The vendor asserts that ERPNext enhances the service experience with an intuitive issue tracker and knowledge base, allowing users to classify issues by leads, projects, or companies.

Asset Management: According to the vendor, ERPNext helps businesses keep track of their assets, including movement, value adjustment, depreciation, and maintenance tasks.

Website: ERPNext offers a fully-featured content management system with blogs, web pages, and forms, enabling users to easily create and manage website content.

Point of Sale: The vendor claims that ERPNext provides a user-friendly and flexible point of sale software that is compatible with any device, including online functionality.

ERPNext Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(4)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users recommend trying ERPNext for its user-friendly and secure business management software. They suggest receiving proper training on the software and working with a good implementation partner to ensure a successful implementation. Additionally, users recommend considering ERPNext as a complete solution but caution that competent IT support is necessary for the self-hosted version. Lastly, users advise considering ERPNext if it fits functionally and recommend working with a partner if not hands-on or customizing. Overall, users think ERPNext is a good choice for small to above-middle businesses due to its user-friendliness and easy customization. Users also suggest comparing other ERP products before making a final decision.

Attribute Ratings

Reviews

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
October 30, 2023

Flexible and open ERP software

SS
Steve Spanjers
President
Triton Innovation Inc (Machinery, 1-10 employees)
Score 10 out of 10
Vetted Review
Verified User
Use Cases and Deployment Scope
We currently use it for sales (quoting), purchasing, and we are just switching over to accounting and timesheets.
Pros and Cons
  • Locally hosted, so it is very fast
  • Help documents are pretty good
  • Lots of flexibility in configuration
  • Random errors (seem to be related to python) can be very difficult to troubleshoot.
  • Creating reports and print/email documents is very cumbersome and confusing. Needs to have a WYSIWYG editor.
Likelihood to Recommend
It is so flexible and configurable that it can be fairly easily adapted to most situations.
ERPNext Feature Ratings
General Ledger and Configurable Accounting (7)
N/A
N/A
Accounts payable
N/A
N/A
Accounts receivable
N/A
N/A
Global Financial Support
N/A
N/A
Primary and Secondary Ledgers
N/A
N/A
Journals and Reconciliations
N/A
N/A
Configurable Accounting
N/A
N/A
Standardized Processes
N/A
N/A
Subledger and Financial Process (5)
N/A
N/A
Billing Management
N/A
N/A
Cash and Asset Management
N/A
N/A
Travel & Expense Management
N/A
N/A
Budgetary Control & Encumbrance Accounting
N/A
N/A
Period Close
N/A
N/A
Inventory Management (3)
N/A
N/A
Inventory tracking
N/A
N/A
Automatic reordering
N/A
N/A
Location management
N/A
N/A
Order Management (5)
N/A
N/A
Pricing
N/A
N/A
Order entry
N/A
N/A
Credit card processing
N/A
N/A
Cost of goods sold
N/A
N/A
Order Orchestration
N/A
N/A
Payroll Management (3)
N/A
N/A
Pay calculation
N/A
N/A
Benefit plan administration
N/A
N/A
Direct deposit files
N/A
N/A
Reporting & Analytics (3)
40%
4.0
Dashboards
90%
9.0
Standard reports
N/A
N/A
Custom reports
30%
3.0
Customization (2)
N/A
N/A
API for custom integration
N/A
N/A
Plug-ins
N/A
N/A
Security (2)
45%
4.5
Role-based user permissions
90%
9.0
Single sign-on capability
N/A
N/A
Grants Management (1)
N/A
N/A
Award Lifecycle Management
N/A
N/A
Project Financial Management
N/A
N/A
Project Execution Management (4)
22.5%
2.3
Project Planning and Scheduling
90%
9.0
Task Insight for Project Managers
N/A
N/A
Project Mobile Functionality
N/A
N/A
Definable Resource Pools
N/A
N/A
Procurement (5)
N/A
N/A
Bids Analyzed and Compared
N/A
N/A
Contract Authoring
N/A
N/A
Contract Repository
N/A
N/A
Requisitions-to-Purchase Orders Integrated
N/A
N/A
Supplier Management
N/A
N/A
Risk Management (5)
N/A
N/A
Risk Repository
N/A
N/A
Control Management
N/A
N/A
Control Efficiency Assessments
N/A
N/A
Issue Detection
N/A
N/A
Remediation and Certification
N/A
N/A
Logistics (5)
N/A
N/A
Transportation Planning and Optimization
N/A
N/A
Transportation Execution Management
N/A
N/A
Trade and Customs Management
N/A
N/A
Fulfillment Management
N/A
N/A
Warehouse Workforce Management
N/A
N/A
Manufacturing (5)
N/A
N/A
Production Process Design
N/A
N/A
Production Management
N/A
N/A
Configuration Management
N/A
N/A
Work Execution
N/A
N/A
Manufacturing Costs
N/A
N/A
Supply Chain (3)
N/A
N/A
Forecasting
N/A
N/A
Inventory Planning
N/A
N/A
Performance Monitoring
N/A
N/A
Product Lifecycle Management (2)
30%
3.0
Proposal Management
60%
6.0
Product Master Data Management
N/A
N/A
Return on Investment
  • Neutral, needed to find a new system as the current system is being retired.
Alternatives Considered
Wanted something flexible and with the ability to self-host. Open source is also nice.
Usability
8
Overall good, but needs some training to get people to be proficient in the system.
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