Version 5 Release Notes
- Cleaner lines
- Simpler Menus
- Indicators
Item Variants feature allows you to auto-generate unique item for the each variant of a template item.
####Scenario:
A design of t-shirt is available in two sizes and two colours.
| Template Item | T-Shirt |
| Colours | Blue (BL) and White (WT) |
| Sizes | Small (SM) and Medium (MD) |
- Templates and Variants
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:
T-Shirt-001-BL-SM
T-Shirt-001-BL-MD
T-Shirt-001-WT-SM
T-Shirt-001-WT-MD
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 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.
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 in the Manufacturing module allows you to track and allocate production job on each Workstation.
- Operations in Production Order
Bill of Material has Operations and Workstations listed in it. When Production Order is created, Operations details will also be fetched from BOM of manufacturing Item.
Operations details in the Production Order will allow you to:
####Work Station Allocation:
Define specific Workstations for each Operation at which production will take place. With this, system will be able to queue production jobs for each Workstation.
####Costing at each Operation:
To drive actual operations cost, user will be able to update actual time spent. Considering actual type spent and per hour rate for an operation, actual operating cost will be determined.
- Workstation hours and holidays
You will be able to define working hours and holiday for each Workstations. This will be taken into account while allocating production job at the Work Station.
- 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. Earlier this section was located below item table which disturbed sequence in which data was entered in the manufacturing. This correction will offer fields in the better order, and require less scrolling.
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.
- Share documents
- 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 [email protected] 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 income and outgoing email gateway, Email Signature and Auto-reply.
- Capture replies from customers, contacts in the timeline via (reply to)
- EMail notifications for all participants
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
This upgrade includes lots of form renaming and re-organizing of fields within a form.
- New Module CRM
Considering a familiarity among the audience about customer relationship management application, we have introduced a new module called CRM. This module will cover all the master and few forms from the Selling module.
- 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. In the upgraded version, you will be able to select item, and enter its Qty and Rate details in the New Stock Reconciliation Form itself.
![Stock Reconciliation]
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.
![Stock Reconciliation items]
- New Stock Entry
- Renaming of child table fields
- Better calculations in multi currency
- Thanks to the community!
- Inclusive Tax
- Discount amount
- Discount amount on both net total and grand total
- Item table
- Direct upload and download in the table
- No more individual accounting ledger for each customer and supplier
- Milestone is now task
- East entry table for tasks in project