Progress of the ERPNext team for the month of September 2015

1. Open Day
September 2015
Rushabh Mehta

2. Tracker for Async Tasks

3. Status and details of tasks executed

4. 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

5. Document Management System

6. Document Management System
• Using Standard List Views
• Each document becomes a File
• Paired with Saurabh
• Pending
• Private Files

7. Shopping Cart Cleanup

8. Cart View (now fully server-side)

9. Cleaned up lists

10. Templated order view

11. Issue list cleanup

12. Web Form cleanup

13. Simplified Shopping Cart Settings

14. Shopping Cart Cleanup
• Code cleanup
• Shopping cart settings cleanup (with Anand)
• Cart is now via template (jinja) not js
• Pending
• Variants
• Testing

15. 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

16. Thanks!

17. SEPT
2015
Umair Sayyed

18. NEW CUSTOMERS
0
7.5
15
22.5
30
Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept
2014-15 2013-14 2012-13
10

19. RENEWALS
0
7.5
15
22.5
30
Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept
2014-15 2013-14 2012-13
19

20. TRIALS
0
450
900
1350
1800
Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept
2014-15 2013-14 2012-13
951

21. SUPPORT TICKET
0
175
350
525
700
Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept
2014-15 2013-14 2012-13
355

22. FORUM
0
400
800
1200
1600
Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept
2014-15 2013-14 2012-13
1566

23. MANUAL
Updated videos and manual pages

24. SESSIONS

25. SESSIONS
Gani 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 Kingdom
Shaun Stancliffe
Conducted online session to help in customization of Quality
Management within Time Log. Subscribed for paid development.

26. SESSIONS
5Ps Marketing and Advertising, Qatar
Ahsan Raza
Using feature list project management, sub-contracting and workflows.
Helped him setup permission rules to restrict access of user based on
assignment.
Varam, India
Sabreesh
Varam Group has four companies, into various segments. They need
ERP solution to manage their manufacturing and sub-contracting
transactions.

27. SESSIONS
New Life Fertility, Canada
David Achkar
Medical services provider, looking for ERP to track profitability of various
locations and departments (like medical services, pathology, medical
etc.)
Mukund Overseas, India
Prashant Khopar
Discussion on how drop shipping transactions should be managed in
ERPNext. Click here to learn more about it.

28. SESSIONS
Texas Flanges, USA
Jeff 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, India
Mayur Jain
Gave a detailed demonstration of ERPNext, so that they could take a
call for spreading a word about ERPNext Conference.

29. SESSIONS
Home Lane, India
Prashant
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.

30. SESSIONS
Anwesa, Technical Writer (Welcome!)
Briefed her on Human Resource module.
The Bazaar, Nigeria
Jiten
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.

31. SESSIONS
ICICI, 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.

32. 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

33. TESTIMONIALS
First, 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

34. 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

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

36. THANK
YOU

37. OPENDAY
FRAPPÉ / ERPNEXT
SEPTEMBER 2015 | ANAND DOSHI

38. CCIN COMMUNICATION

39. PERMISSIONS
If no User Permission is found,
the results are restricted,
unless Ignore User Permissions If Missing
is checked in Setup > Settings > System Settings

40. FIXES
Improved Security
PDF Rendering, Custom Fields as Fixtures
Multi-Currency, Payment Tool, Reconciliation
Realtime for Emails and Messages
Mandrill Integration
“%” in Name breaking Search
Sales Team editable after submit

41. THANKS@ANANDPDOSHI

42. OPEN DAY
September 2015
Nabin Hait

43. Multi Currency Accounting
Finally released!

44. 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

45. Trial Balance for Party

46. Target Warehouse in
Delivery Note
Sponsored by Startrack

47. 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

48. Thanks

49. Open Day

50. Document Management
System (DMS)
❖ Implement basic
functionality
Copying files from
one location to
another in DMS.
❖ Test cases and
minor fixes for
DMS.

51. 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

52. Before
Now

53. Shopify - ERPNext Connector

54. Ways to Interact with Shopify
❖ Public App :
❖ Based on Auth connection
❖ User can access app via Shopify App Store

55. 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

56. –Saurabh Palande
Thank You