Customer

Customer

Sometimes Customer as a client, buyer, or purchaser is the one who receives goods, services, products, or ideas, form a seller for a monetary consideration.How to Find Customer?Home – Selling – Customers If you want to create new Customer Search Customer List in search bar Add Full Name of the Customer Choose Type of the…

Supplier

Supplier

Suppliers are Individual or Companies who provide you with products or servicesHow to find Supplier ?Home – Buying – Supplier If you want to create New Supplier : Search Supplier List in search bar Click New Fill Supplier Name supplier Group Supplier Type

Purchase Invoice

Purchase Invoice

Purchase Invoice is a bill you receive from your supplier against which you need to make the payment If you want to make New Purchase Invoice : Search Purchase Invoice in searchbar Add Supplier Checklist Edit Posting Date and Time, if you want to change Add items and quantitiy Statuses  Draft: A draft is saved…

Sales Invoice

Sales Invoice

Sales invoice is a bill that you send to your customer against which the customer makes the payment.How to find Sales Invoice :Home – Accounting – Accounts Receivable – Sales InvoiceBefore creating and using a Sales Invoice, it is advised to create the following first: Before create Sales Invoice, you can create : Item Customer…

Journal Entry

Journal Entry

A Journal Entry is an entry made in the general ledger and it indicated the affected accounts. Transaction in Journal entry must be same amount for debit and credit accounts. Journal Entries can be used for entering expenses, opening entries, contra entries, bank payments, excise entries, etc. For example, booking running expenses, direct expenses like…

Item

Item

Items is products or services offered by the company.How to Access Items in ERPNext?Home – Stock – Items and Pricing – Item Before create an Item, you can create : Item Group Warehouse If you want to create New Item : Search Item List in Search bar Click New Fill Item Code Item Name Item…

Item Group

Item Group

Item Group is a way to classify items by type.How to find Item Group?Home – Stock – Items and Pricing – Item Group If you need a group item but it’s not in the item group tree basic, you can add new group Item, follow the steps below : Search “Item Group Tree” in Search…