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ERPNEXT
Presenter
Bassam Qahtan
Submitted To: CubeTech Yemen
Agenda
• Full definition of ERPNEXT
• Benefits of ERPNEXT
• ERPNEXT Modules
• ERP - HR system
• Employee module features
• Job Applicant module features
• Holiday List module features
• Loan Type module features
• conclusion
ERPNEXT
ERPNext is an end-to-end business solution that
helps you to manage all your business
information in one application and use it to not
only manage operations but also enables you to
take informed decisions well in time to remain
ahead of your competition. It forms a backbone
of your business to add strength, transparency
and control to your enterprise.
Benefits of ERPNEXT
• Track all Invoices and Payments.
• Know what quantity of which product is available in stock.
• Identify and track your key performance indicators (KPI's).
• Identify open customer queries.
• Manage payroll.
• Assign tasks and follow up on them.
• Maintain a database of all your customers, suppliers and their contacts.
• Prepare quotes.
• Tracking your budgets and spending
• Determine effective selling price based on the actual raw material,
machinery and effort cost.
• Get reminders on maintenance schedules.
• Publish your website
ERPNEXT Modules
• Financials
• Production Management
• HR Management
• Sales & Marketing
• Asset Management
• Quality Management
• Material Management
• Event Planning
ERP - HR system
The Human Resources (HR) Module covers the
processes linked to managing a team of co-
workers. Most important feature here is
processing the payroll by using Payroll Entry to
generate Salary Slips.
Employee module features
Employee : An individual who works part-time
or full-time under a contract of employment,
and has recognized rights and duties is your
Employee.
 presentation about Erpnext HR system
Employee module features
In ERPNext, you can manage Employee master. The Employee
master captures demographics, personal and professional
details.
You can further use this Employee master for performing
various HR functions like:
• Processing Payroll
• Leave Allocation and Application
• Employee Advance and Expense Claim
• Loan Application
• Performance Appraisal
Job Applicant module features
You can maintain a list of People who have
applied for a Job Opening.
You can link Job Application with an Email
account. Suppose you link Job Application with
an email job@example.com system shall create
a New Job Applicant against each email received
on the mailbox.
 presentation about Erpnext HR system
Holiday List module features
Holiday List is a list which contains the dates of
holidays.
Most organizations have a standard Holiday-List
for their employees. Some even have different
holiday lists based on the different locations or
departments.
Holiday List module features
Give a name to Holiday List. It can be based in
Fiscal Year or location or department as
application. Also select From and To Date for the
Holiday List.
You can quickly add Weekly Off in the Holiday
List with one click ,
After that, you can also add specific days (like
festival holidays) manually.
Loan Type module features
This module enables companies which provides
loans to define and manage loans. Employees
can request loans, which are then reviewed and
approved. For the approved loans, repayment
schedule for the entire loan cycle can be
generated and automatic deduction from salary
can also be set up.
 presentation about Erpnext HR system
conclusion
ERPNext is a fully featured ERP system designed
for Small and Medium Sized business. ERPNext
covers a wide range of features including
Accounting, CRM, Inventory management,
Selling, Purchasing, Manufacturing, Projects, HR
& Payroll, Website, E-Commerce and much
more.

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presentation about Erpnext HR system

  • 2. Agenda • Full definition of ERPNEXT • Benefits of ERPNEXT • ERPNEXT Modules • ERP - HR system • Employee module features • Job Applicant module features • Holiday List module features • Loan Type module features • conclusion
  • 3. ERPNEXT ERPNext is an end-to-end business solution that helps you to manage all your business information in one application and use it to not only manage operations but also enables you to take informed decisions well in time to remain ahead of your competition. It forms a backbone of your business to add strength, transparency and control to your enterprise.
  • 4. Benefits of ERPNEXT • Track all Invoices and Payments. • Know what quantity of which product is available in stock. • Identify and track your key performance indicators (KPI's). • Identify open customer queries. • Manage payroll. • Assign tasks and follow up on them. • Maintain a database of all your customers, suppliers and their contacts. • Prepare quotes. • Tracking your budgets and spending • Determine effective selling price based on the actual raw material, machinery and effort cost. • Get reminders on maintenance schedules. • Publish your website
  • 5. ERPNEXT Modules • Financials • Production Management • HR Management • Sales & Marketing • Asset Management • Quality Management • Material Management • Event Planning
  • 6. ERP - HR system The Human Resources (HR) Module covers the processes linked to managing a team of co- workers. Most important feature here is processing the payroll by using Payroll Entry to generate Salary Slips.
  • 7. Employee module features Employee : An individual who works part-time or full-time under a contract of employment, and has recognized rights and duties is your Employee.
  • 9. Employee module features In ERPNext, you can manage Employee master. The Employee master captures demographics, personal and professional details. You can further use this Employee master for performing various HR functions like: • Processing Payroll • Leave Allocation and Application • Employee Advance and Expense Claim • Loan Application • Performance Appraisal
  • 10. Job Applicant module features You can maintain a list of People who have applied for a Job Opening. You can link Job Application with an Email account. Suppose you link Job Application with an email job@example.com system shall create a New Job Applicant against each email received on the mailbox.
  • 12. Holiday List module features Holiday List is a list which contains the dates of holidays. Most organizations have a standard Holiday-List for their employees. Some even have different holiday lists based on the different locations or departments.
  • 13. Holiday List module features Give a name to Holiday List. It can be based in Fiscal Year or location or department as application. Also select From and To Date for the Holiday List. You can quickly add Weekly Off in the Holiday List with one click , After that, you can also add specific days (like festival holidays) manually.
  • 14. Loan Type module features This module enables companies which provides loans to define and manage loans. Employees can request loans, which are then reviewed and approved. For the approved loans, repayment schedule for the entire loan cycle can be generated and automatic deduction from salary can also be set up.
  • 16. conclusion ERPNext is a fully featured ERP system designed for Small and Medium Sized business. ERPNext covers a wide range of features including Accounting, CRM, Inventory management, Selling, Purchasing, Manufacturing, Projects, HR & Payroll, Website, E-Commerce and much more.