Check the till and waste
You see till data, waste and restocking at a glance. Invoices and recipes are kept in ERPNext.
Industries
One Suite for four industries.
Fiduciary firms close periods, trades businesses price quotes, shops and restaurants keep an eye on shelf life, and property managers look after tenant changes. Each industry has its own add-on package on top of the core modules; in the trial you choose one of them. Your data stays in the system it belongs to – your accounting, for example, stays in ERPNext.
01 Fiduciary
Close periods, prepare returns and assign court documents.
A VAT or tax period comes to an end, a mandate is due for review, or a document arrives from a court. Your clients’ accounts stay in ERPNext.
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On the first day
You take the period from ERPNext and prepare the VAT return (eCH-0217)
In the SuiteYou have VAT, taxes, mandates and document requests in one place
Where your data is keptThe books are kept in ERPNext, the documents in Frappe Drive and Paperless
The matching add-on package is Fiduciary. Get notified at launch · See the finance modules
02 Trades and crafts
Price quotes, close delivery runs and reorder materials.
A customer is waiting for a quote, a delivery run has finished, or an item drops below its minimum stock level. Your prices stay in ERPNext.
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On the first day
You price a quote, rounded to 5 centimes, or close a delivery run with the proof of delivery
In the SuiteCosting and delivery runs come together here, and the Suite prepares reorders as drafts
Where your data is keptThe quote and stock are kept in ERPNext, vehicles and drivers in fleet management and HRMS
The matching add-on package is Trades. Get notified at launch · See the operations modules
03 Retail and hospitality
Keep an eye on branches, shelf life and waste.
Goods are about to expire, fresh production is due, there is waste, or a branch needs restocking.
ERPNext remains your inventory system
Items, batches and the till stay in ERPNext. The Suite shows you where you should step in. The matching add-on package is Retail and hospitality. Get notified at launch
04 Real estate
Prepare the tenant change and keep an eye on the contract.
Someone moves in or out, or a flat is let short-term in between. Tenants and contracts stay in ERPNext.
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On the first day
You record the flat or unit and prepare the changeover
In the SuiteYou have letting and operations of a flat or unit in one place
Where your data is keptThe contract and invoice are kept in ERPNext, the requests in Helpdesk
The matching add-on package is Real estate. Get notified at launch · How a tenant change works