Specific ERPNext capabilities that buyers evaluate and configure separately, such as bank reconciliation, accounting dimensions, budgets, approval workflows and recurring billing.
Setting up bank reconciliation in ERPNext: bank accounts, importing statements or syncing through Plaid, matching Bank Transactions to payments and journals, handling fees and timing differences, and making month-end reconciliation routine.
Designing accounting dimensions such as department, branch or product line instead of multiplying ledger accounts: reference DocTypes, company defaults, mandatory rules for profit and loss postings and filtering financial reports by dimension.
Using ERPNext budgets against cost centers, projects or dimensions to warn or stop material requests, purchase orders and expenses that exceed the approved plan, with monthly distribution and budget variance reporting.
Building multi-level approval workflows in ERPNext for purchase orders, quotations, invoices or expense claims: workflow states and actions, role-based transitions, conditions on amounts and email notifications to approvers.
Automating recurring invoices in ERPNext with Subscription Plans: fixed, price list or prorated pricing, billing intervals, invoice timing, taxes and discounts, supplier subscriptions, and when Stripe subscriptions fit better.
Configuring repeatable discounts, margins and free items with ERPNext Pricing Rules, when to use a Promotional Scheme for tiered campaigns, and how rule conflicts are resolved.
Enforcing credit policy in ERPNext: limits at customer, customer group and company level, blocking sales orders and invoices, the role that can override, and bypassing checks at sales order stage.
Recording annual purchase or sales agreements at negotiated rates with Blanket Orders and releasing quantities over time through orders, with tracking of ordered versus committed quantity.
Running sourcing in ERPNext: sending RFQs to several suppliers, suppliers responding through the portal, comparing supplier quotations and converting the winner into a purchase order.
Scoring suppliers on quality, delivery and responsiveness with ERPNext Supplier Scorecards: criteria, variables, scoring periods and using standings to warn or block purchase orders.
Giving customers self-service access in ERPNext: website users linked through contacts, the Portal Users table, what customers see for orders, invoices, shipments and issues, and permission checks.
Setting up single or multi-tier loyalty programs in ERPNext: earning points from submitted sales, redemption on invoices and at POS, expiry, returns and the loyalty expense account.
Automating repeated documents with Auto Repeat: making a DocType repeatable, frequency and end dates, emailing generated documents, and when Subscriptions fit better for customer billing.
Asking customers to pay with ERPNext Payment Requests: emailed online payment links through a payment gateway account, offline bank-transfer instructions, and outward requests for supplier payments.
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