ERPNext features that will increase your productivity

October 03, 2022

Tags: Tecnologías



ERPNext is one of the most widely implemented ERP software by companies since it is presented as an intuitive and very easy-to-use platform, as well as offering many customization options to organizations. It is open source and has an agile philosophy, so the teams will have better performance and the company, greater productivity.


An ERP is a business resource planner, a platform through which the company can manage all the data of its departments in one place, and not in several systems. If before they needed several systems to manage inventory, finances and human resources, now an ERP will be more than enough.


What is ERPNext?


On their official page, they define it as follows: “ERPNext is a full-featured business management solution that helps SMEs record all their business transactions in one system. With ERPNext, SMEs can make informed, fact-based and timely decisions to stay ahead of the competition. It serves as the backbone of a business adding strength, transparency and control to your growing company.”


Main features of ERPNext


Deliver a better service experience with an intuitive issue tracker and integrated knowledge base. Maintains and manages the detail of the assets, their movement, appraisal and depreciation.


  • ERPNext comes with complete content management with blogs, web pages and forms.
  • With your CRM, you gain and retain customers by optimizing the sales process.
  • Keep track of project assignments, time sheets, and issues.
  • Increase productivity and reduce costs by managing your sales and purchase cycles.
  • Manage the entire employee lifecycle from onboarding, payroll, attendance, and expense claims.


Modules available in ERPNext


  • Accounting


You'll get a real-time view of all your finances, plus it's a module from which you can manage every aspect of accounting. “All the tools you need to manage cash flow in one place, from recording transactions to summarizing and analyzing financial reports. It is easy to do the accounting”, explained ERPNext on its website.




  • Human Resources


It is one of the departments that executes the most processes, therefore, it is always convenient to digitize and automate all the processes that can be done. With the ERPNext software, you can manage the hiring of employees, their entry into the payroll, monitor employee attendance, register claims, suggestions.




  • CRM 


It is another of the most sought-after modules in an ERP system, since it makes it possible to better manage the relationship with customers and prospects. This system helps to organize the entire sales process and the cycle with customers. Likewise, make it possible to follow up on potential clients, helping to detect business opportunities. 


The ERPNext CRM is especially functional since, for example, it has the Call Popup option, which displays live notifications of incoming calls from customers or prospects on your desktop. In addition, it generates reports that show the performance of the sales team.


Rootstack has the necessary ERPNext experts to be able to design and create your ERP project. Trust us, just contact us and let's start working together.




  • Helpdesk


A fundamental part of a company is the relationship it has with its customers. It is not just about selling and selling, it is also important to establish links with customers to generate loyalty. With this we not only achieve customer retention but also increase potential customers by recommendation. But all this is possible if you offer good customer service when they need you. 


With the ERPNext Helpdesk module, you will improve customer service by answering their calls without delay. You can also transform customer emails into tickets that are immediately logged in the help desk.




“Reduce the overhead of manual work by setting up assignment rules (such as rotating shifts or load balancing) to automatically assign tickets across your team. This leaves more time to respond to customers, allowing your SaaS help desk to meet commitments on time", supplemented on the ERPNext website.


ERPNext integrations with other services and applications


When implementing ERPNext, you have to know that you don't just get an ERP: you can enhance this platform through integrations with other platforms and applications. You can integrate with platforms like PayPal, Dropbox, Razorpay, Slack, Stripe, Shopify, Woo Commerce, AWS, among others.


Authentication integrations, backup integrations, banking integrations, e-commerce integrations, telephony integrations are possible. As ERPNext is an open source platform, the customization possibilities are endless.


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