Open DaySeptember 2015 Rushabh Mehta

Tracker for Async Tasks

Status and details of tasks executed

Tracking Async Tasks• Poor visibility of background tasks

• Learning: Async task is not ideal for UI driven tasks as there is no guarantee when it will be executed.

• Too many queues (scheduler, async)

• Abandoned, needs better management

Document Management System

Document Management System

• Using Standard List Views

• Each document becomes a File

• Paired with Saurabh

• Pending

• Private Files

Shopping Cart Cleanup

Cart View (now fully server-side)

Cleaned up lists

Templated order view

Issue list cleanup

Web Form cleanup

Simplified Shopping Cart Settings

Shopping Cart Cleanup• Code cleanup

• Shopping cart settings cleanup (with Anand)

• Cart is now via template (jinja) not js

• Pending

• Variants

• Testing

General• Not able to focus on #1 problem. Onboarding

• Too many things happening.

• Forums taking too much time. Not able to focus on GitHub Issues

• Getting in over-promise state

• ICAI - Fail

• Recruitment

• Content Writer (some success)

• Naukri - Fail

Thanks!

SEPT 2015

Umair Sayyed

NEW CUSTOMERS

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RENEWALS

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TRIALS

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SUPPORT TICKET

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FORUM

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MANUALUpdated videos and manual pages

SESSIONS

SESSIONSGani Khan Institute of Engineering and Technology, West Bengal Prof. Gopal and Subrata Looking ERP for education institute. Interested in contributing their know-how for supporting development of ERP for Education. Also open to recommend ERPNext to government organization for adoption in govt. education institutes.

Tan Delta, United KingdomShaun StancliffeConducted online session to help in customization of Quality Management within Time Log. Subscribed for paid development.

SESSIONS5Ps Marketing and Advertising, QatarAhsan Raza Using feature list project management, sub-contracting and workflows. Helped him setup permission rules to restrict access of user based on assignment.

Varam, IndiaSabreeshVaram Group has four companies, into various segments. They need ERP solution to manage their manufacturing and sub-contracting transactions.

SESSIONSNew Life Fertility, Canada David AchkarMedical services provider, looking for ERP to track profitability of various locations and departments (like medical services, pathology, medical etc.)

Mukund Overseas, IndiaPrashant KhoparDiscussion on how drop shipping transactions should be managed in ERPNext. Click here to learn more about it.

SESSIONSTexas Flanges, USAJeff Barnett Was looking for solution to manage drop shipping transaction. Also needed report for profitability for each drop-shipping order, based on item’s sales and purchase value in Sales Order and Purchase Order respectively. Since this feature was not available then, they have dropped evaluation of ERPNext for now.

ICAI, IndiaMayur JainGave a detailed demonstration of ERPNext, so that they could take a call for spreading a word about ERPNext Conference.

SESSIONSHome Lane, IndiaPrashant A furniture manufacturing company, evaluating ERP to manage sales, projects and sub-contracting transaction.

Euro Steel, India Sujata Nangare A furniture manufacturing company, trying manufacturing and other core modules. Evaluating ERPNext for 2 months from now.

SESSIONS

Anwesa, Technical Writer (Welcome!)Briefed her on Human Resource module.

The Bazaar, NigeriaJiten A super market chain in Nigeria, looking for ERP solution to manage POS sales (online/offline) and loyalty program management. Suggested paid development for loyalty program system.

SESSIONSICICI, India

They need ERP solution to automating authorisation process of payables. Also considering ERPNext for smaller companies associated with ERPNext. Interested in ERP for education as well.

TESTIMONIALS

Thanks so much for your time earlier. Like I said I did my masters dissertation on implementation of ERP systems. I have in my past done 5 implementations and your support today is the best I have ever had, combined with the easiest system to use that I have ever seen.

If you would like a reference of any sort please ask and I will gladly promote you and your software

- Tan Delta, Shaun

TESTIMONIALSFirst, congratulations for the great job you have done till now. As far as I know, there are many ERP projects declared as open source, but very few of them are really open. Vast majority ERP providers treats open source primarily as marketing force, but not as development force.

From what I saw ERPNext doing open source the right way:

1. It publishes all features transparent and open source. 2. Every aspect of development is tracked through forums, manuals and web site.

I hope that you are going to continue your great work on this principles.

- Ernad, Bosnia

TESTIMONIALS

From past 1 year eCommerce is spreading very fast, and I have to change my business strategy from wholesale to retail, so now I am looking for pos features like customer loyalty systems,coupon,gift cards, bar code label printing and also eCommerce integration for my prestashop. Currently I am using HDPOS Software so I am not using my erpnext since long time now.

- Laxsun, Mohit Chaudhary

TESTIMONIALS

Click here to learn about experience on ex-Oodo Users (formerly known as OpenERP) users.

THANK YOU

OPENDAYFRAPPÉ / ERPNEXT

SEPTEMBER 2015 | ANAND DOSHI

CCIN COMMUNICATION

PERMISSIONSIf no User Permission is found, the results are restricted, unless Ignore User Permissions If Missingis checked in Setup > Settings > System Settings

FIXESImproved SecurityPDF Rendering, Custom Fields as Fixtures Multi-Currency, Payment Tool, ReconciliationRealtime for Emails and Messages Mandrill Integration“%” in Name breaking Search Sales Team editable after submit

THANKS@ANANDPDOSHI

OPEN DAYSeptember 2015

Nabin Hait

Multi Currency AccountingFinally released!

Multi Currency Accounting

Exchange Rate in Journal Entry Accounts table Get average exchange rate in case of bank transfer

Reports based on multi-currency Added test cases Updated manual

Trial Balance for Party

Target Warehouse in Delivery Note

Sponsored by Startrack

Fixes

Planned Qty logic fixed and reposted for existing Fetch outstanding invoices in Payment Reconciliation / Payment Tool Check credit limit in DN / Sales Invoice, only if not created against SO

Clear notification count while deleting company transactions Gross Profit report should not include return entries Bank Reconciliation Statement in account currency

Fix invoice outstanding where party missing

Thanks

Open Day

Document Management System (DMS)

❖ Implement basic functionality Copying files from one location to another in DMS.

❖ Test cases and minor fixes for DMS.

Tax Rule for Shopping Cart

❖ Removed tax template selection from Shopping Cart Settings

❖ Now, system will fetch taxes from applicable tax rule

❖ At least one tax rule should be marked for Shopping Cart, while enabling Shopping Cart

Before

Now

Shopify - ERPNext Connector

Ways to Interact with Shopify❖ Public App :

❖ Based on Auth connection❖ User can access app via Shopify App Store

Ways to Interact with Shopify❖ Private App :

❖ From App create shopify private app ❖ Set api key and password in erpnext

Shopify private App ERPNext settings page

–Saurabh Palande

Thank You