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ERPNext

Score8.6 out of 10

4 Reviews and Ratings

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.

Top Performing Features

  • Role-based user permissions

    Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

    Category average: 7.9

  • Dashboards

    Users can create, customize and share dashboards, which provide an overview of the most important metrics.

    Category average: 7.6

  • Project Planning and Scheduling

    Interactive Gantt chart for establishing tasks, durations, and delivery schedule

    Category average: 7.3

Areas for Improvement

  • Proposal Management

    Capture budget, resource, and benefit expectations for proposals

    Category average: 6.7

  • Custom reports

    Users can create custom reports.

    Category average: 7.3

Flexible and open ERP software

Use Cases and Deployment Scope

We currently use it for sales (quoting), purchasing, and we are just switching over to accounting and timesheets.

Pros

  • Locally hosted, so it is very fast
  • Help documents are pretty good
  • Lots of flexibility in configuration

Cons

  • 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.

Return on Investment

  • Neutral, needed to find a new system as the current system is being retired.

Alternatives Considered

Odoo

Usability