After entering a new items, or adding new prices to an item, sometimes the price does not populate the purchase or sales invoice like you expect. When creating a new item, entering the price is but one of many aspects. But, the form must be fuilled out right or it will not work. First of […]
Sales order – remove or add items after submitting
In order to adjust a submitted sales order, there are two ways to do it: 1 – In order to close all remaining items, click on the Status button and click on “Close”. This will close all remaining items and the sales order will be finished. 2 – If items need to be added or […]
Report: sales, gst, pst, hst totals
During the sales tax remittal period you need to get the total sales of that period. In order to have an easy way, this report allows you to see invoices for a period: https://erpnext.eco2.ca/app/query-report/Sales%20Register On the bottom of the list, there is the total for each column: sales. GST, PST and HST. All you need […]
Set up new ecommerce item
https://docs.erpnext.com/docs/v13/user/manual/en/e_commerce/website_item This page gives all details on setting up a new item, or adjusting an existing one.
Create ecommerce user
Create CustomerIn your ERP Next dash, go to : Selling>Customer>Create new customerEnter details like name, type and email etc – once saved this will create a contact in CRM Create Usergo to: Users and Permissions>User>Create new userEnter email, first name and last name, uncheck “send welcome email” – once saved this will create a contact […]
Linking unlinked payment for invoice
works for sales invoice works for purchase invoice The link to the manual page https://docs.erpnext.com/docs/v13/user/manual/en/accounts/payment-reconciliation Payment Reconciliation Payment Reconciliation is used to link payments with invoices. In complex scenarios, especially in the capital goods industry, sometimes there is no direct link between payments and invoices. For example, suppose a party is a customer, you send […]
Creating a new item – all steps – resellables or expenses
When you first create an item, create name and item group and press save. Under “Connections”, click on item price. Add selling price under suppliers name list(create supplier if needed), and add selling price under “standard selling” list. If it is an expense, create a new account in the chart of accounts if it is […]
Finding sales order with “Overdue” status
Sometimes you submit the sales order and then forget to delivery and invoice. This can not be filtered simply by clicking the overdue button, like all the other status settings. In order to find those invoices with this setting, you need to creater a filer: Status – not equals – draft Status – not equals […]
Customer language choice – forms too
In order to automate things, and have forms come up in th eright language, you cna choice th edefault language for a client. On the customer page, you will find a section called: More Information In there, it defaults to English. You can choose the language there. If for some reason the proper language is […]
Journal entry – template
If there are journal entries that are done on a regular basis, you can create a template for them. When creating a journal entry, there is an option in the upper right hand corner to use journal entry template. Enter in your repetitive entry and you can choose it later.