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Version 5 Release Notes
Fresh New Look
- Cleaner lines
- Simpler Menus
Item Variants feature allows you to auto-generate unique item code for the each variant of a template item.
A design of t-shirt is available in two sizes and two colours.
|Colours||Blue (BL) and White (WT)|
|Sizes||Small (SM) and Medium (MD)|
To create variant items, you should first define a Template Item. In the template item, all possible variants will be listed. Based on the variants defined in the Template Item, unique Item will be generated for each item variant.
- Item Attributes
Item Attributes is the master where you can set attributes (e.g.: Size, Colour) based on which variants items will be created. To setup Item Attributes master, go to:
Stock > Setup > Item Attributes
Item Attribute master for Size and Colour will be auto-created. Let's take an example of Size to learn how Item Attribute function.
Considering a scenario, Item Codes generated for the variant items will be:
In the Attribute master, you can also set preference following which Item Code for the variant items will be generated.
- Automatic updation of variants
On updating template item, respective variants item will be auto-updated.
Item Price record created for the Template Item will be applicable for all the Variant Items.
In the sales and purchase transactions, only variant items will be selectable. But on the website, only template item will be published. Customer will find option to define value for the attributes. Based on their selection, variant item will be updated in the sales transaction.
Print Format Builder
Print Format builder is a tool to create custom print formats in ERPNext, with any coding required. You can add fields in the print format by just drag and drop. Also you can define section, and columns breaks under each section. To create new Print Format, go to:
`Setup >> Printing and Branding >> Print Format`
- Drag and Drop
- Embed custom HTML, Templating
You can also insert Custom HTML in the print format generated form Print Format Builder Tool.
- Select grid columns
For documents which has child table, like Item table in the Sales Order, you simply need to check columns/fields of the item table which will be shown in the print format.
Multiple Root Chart of Accounts
Each country has unique accounting system, and a Chart of Account master to comply to it. ERPNext will be offering a preset Chart of Account based company's country.
In the Chart of Account master, root account, sub-ledgers and ledgers will be as per countries standards. You can welcome to contribute Chart of Account of your country more robust.
- Default Chart of accounts for different countries
Following is the Chart of Account for a company in the USA. It has six root account, unlike other countries where Chart of Account has only four root accounts.
Capacity Planning feature will allow you to track and allocate production job on the specific Workstation. For a workstation, they will be able to see queue of production jobs which needs to be executed, and plan for the upcoming production jobs accordingly.
- Operations in Production Order
Bill of Material has Operations and Workstations listed through which raw-material items are processed. When Production Order is created, Operations details will be fetched from BOM of the manufacturing Item.
Operations details in the Production Order will allow you to:
Work Station Allocation:
Define specific Workstation for each Operation. With this, system will be able to queue production jobs for that Workstation.
Costing at each Operation:
To get actual operations cost, user should update actual time spent on each Workstation. To track actual time spent on the Workstation, user will be able to create Time Log against each operation.
- Workstation hours and holidays
You will be able to define working hours and Holiday List for each Workstation. This will be taken into account while allocating production job at the Workstation.
- Automatic Creation of Time Logs on Workstations
On Submission of Production Order, Time Logs will be automatically created for each operation. User will be able to update actual start and end time in that Time Log.
- Simplified Stock Entry
Stock Entry has new Purposes being introduce called "Material Transfer against Manufacturing". This will help user separate normal Material Transfer entry and Material Transfer entry against Manufacturing.
BOM details section has been moved about the Item table for better navigation within Stock Entry form. This section's visibility will be based on Purpose selected in the Stock Entry.
Share feature in ERPNext will allow one user to share specific document (any master or transaction) with another users. Once document is shared with any user, s(he) will be able to access it, even if doesn't have permission on that document.
- Easy to set permission rules
When share document with any other users, you will be able to specify following permission on it.
- Read: This will only let user read that document, but not edit it.
- Write: This will allow user to edit values in the document.
- Share: This will allow user to share same document with other users as well.
List view of documents will allow starring each document. You can also filter list view on starred documents.
Email Accounts feature allows you to pull emails from specific email id, and have it appended in the specific in the specific form in the ERPNext. In the earlier version, this feature was restricted only for the few documents, like Lead and Support Ticket. In this version, you can add as many incoming and outgoing email accounts as needed, and have it appended in the form you prefer.
Let's consider an example to learn how Email Accounts work. I need all the emails received on firstname.lastname@example.org to be pulled in ERPNext, and appended to Contact master. Following is how Email Account should be setup to achieved this.
For each Email Account, you can mention incoming and outgoing email gateway, Email Signature and Auto-reply.
Reply via email
- Capture replies from customers, contacts in the timeline via (reply to)
Using Email Accounts feature, you can have messages received on an email appended into specific document of ERPNext. You will revert to that message from ERPNext itself. With this, you will have complete email thread managed in the ERPNext.
- EMail notifications for all participants
If email sender marked same emails to other people as well, your reply will also be sent to all the email id's in that thread.
Each document will have a Timeline. It will list events as it happened over a specific document. Timeline will capture events like creation, approval of document, to whom it was email, replies from the party, comments and lot more.
- Integrated view of document communication and history
Renaming and re-organizing
This upgrade includes lots of form renaming and re-organization of fields within a form.
- New Module CRM
Considering a familiarity among the audience about customer relationship management application, we have added new CRM module. This module will have form and reports moved from the selling module only.
Earlier Selling module contained all the feature of CRM module as well. In this version, Lead and Opportunity forms has been taken out from Selling module, and placed under CRM module. Other masters like Customers, Address and Contact master will be share among both the modules.
- Ticket to Issue
Support Ticket form in the Support module will now be called Issue.
- Customer Issue to Warranty Claim
Earlier Customer Issue and Support Tickets functioned almost the same way. We have renamed Customer Issue to Warranty Claim form. We believe this title suits more with functionalities offered in the Warranty Claim/Customer Issue.
- Cleaner Stock Reconciliation
In the previous version, item's stock and valuation details could only be imported from spreadsheet file. Now you will be able to select item, and enter its Qty and Rate details in the New Stock Reconciliation Form itself.
Also, it will allow user to select all the items in the specific Warehouse in the New Stock Reconciliation, and update quantity and value details in the form itself.
- Renaming of child table fields
(check with Nabin)
In the sales cycle, if tax was included in the basic rate of an item, or discount amount was applied, there were not fields which will indicate revised selling rate of an item. In this version, new fields has been added which will preview Item's Rate and Amount exclusive of taxes and Discount amount as well as exclusive of taxes and discount amount.
- Item Rate inclusive of Tax and Discount amount
- Item Rate Exclusive of Tax and Discount amount
- Net Total
- Better calculations in multi currency
Multi-Currency in Taxes and Charges table
In the earlier version, taxes and other charges could be entered only in the Company Currency. Now you will be able to add it in the Customer Currency as well. Also you will get tax amount in the Customer Currency as well as in the Company Currency. Following are the example of 5% VAT applied on items.
Discount Amount is amount deducted from Net Total or Grand Total of an order. Earlier version offer applying Discount Amount only on the Grand Total. In this version, you can select if you need to apply Discount on the Net Total or on Grand Total. Discount Amount will be entered in the Customer Currency. The same will be auto-calculated in the Company Currency.
- Thanks to the community!
Allocated to @pdvyas
Buying cycle enhancement
Following are the feature which were available only in the sales transactions, now extended to purchase transactions a well.
- Inclusive Tax
This will allow you to enter tax inclusive rate of an item, and have system back-calculate tax exclusive rate.
- Discount amount on both net total and grand total
The earlier version of ERPNext created unique accounting ledger for the each customer and supplier. This accounting ledger was used to maintain account balance, and track receivable from Customer, payable towards supplier, and advance payment entries to them.
In this version, as per the party model, separate accounting ledger will not be created for each Customer and Supplier. Instead a common accounting ledger will be used for all the customers. Same way, for the suppliers as well. After saving Customer or Supplier, you will find a table to specify default Receivable or Payable account, based on Company.
Though there will be no separate accounting ledger, still you will continue to access all the reports which were earlier based on customer and supplier's account balance, like General Ledger, Account Receivable, Account Payable etc.
Updates to Project Module
- Milestone is now Task
In the earlier version, Project master was maintained in the following pattern.
- Task 1
- Task 2
- Task 3
In this version, you will find that Projects will not have milestones. Milestones has been deprecated considering it was not utilized in project planning and reporting. Hence the current structure of the Projects will be:
- Task 1
- Task 2
- Task 3
- Easy entry table for tasks in project
In the Project master, you will find Task table. This will allow you to add new Task for the Project, while still on the Project master. Also if will provide all the details about the Project, and its relative Tasks at one glance.
Ability to Block Users from Modules
Check in User, you can now check / uncheck modules you want to give access to. Standard permission rules on DocTypes will still apply