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Umair Sayyed

Open Day - October
Support

          Oct          Sep            Aug
          219          213            151

                         Tickets

          250


          200


          150

Tickets
          100


          50


           0
                Oct             Sep     Aug
                             Months
Support - Analysis
                        Accounts
                  Oct       Sep    Aug
Bugs              22        14     6
Usability         13        16     11


   25


   20


   15


   10


    5


    0
            Oct             Sep    Aug
Accounting

Bugs:
•   Incorrect account balance.
•   Debit and credit not equal in invoices.
•   Ledger posting for charge type ‘valuation’.
•   Bank Reconciliation.


Usability Issues:
•   Advance payment.
•   Read Account Payable and Account Receivable reports.
•   Create Ledger.
•   Different tax rate for each item.
Setup
                        Oct          Sep         Aug
           Bugs         7            6           5
           Usability    12           16          2


Bugs:
• Permission manager.
• Data import.
• Email digest.

Usability:
• Customize form view.
• Global defaults.
• Custom field (type - link).
• Company wise permission restriction setting.
Core
                    Oct         Sep         Aug
        Bugs        9           6           7
        Usability   3           9           11


Bugs:
• Qty and desc reset when amend transaction. {fixed}
• Permission won’t work for masters in tree. {fixed}
• Access of trend analyzer to all users.
• Issues due to customers customization.
• Date not within fiscal year

Usability:
• Password change
• Fiscal year
Selling
             Oct       Sep   Aug
Bugs         7         9     4
Usability    3         11    4




                   Stock
             Oct       Sep   Aug
 Bugs        7         5     5
 Usability   12        9     2
Sales


                  Oct   Sep   Aug
Trial Accounts    110   110   85
Website Query     29    41    28
Partner Inquiry   11    12    2
  Live Chat       99    111   75
In the month of October
• Sales Demo ≈ 12

• Partners training session.

• Account Setup (Implementation) ≈ 4
Followed up on:
• Letterhead cleanup.

• Stock reconciliation cleanup.

• Reported bugs related to new upgrade.

• Gross profit report (redesign).

• Opening balance (multiple accounts).
My take on new upgrade

• Column wise list view looks very raw.

• Insert row option for item table increase clicks and
  not user friendly. No one ever asked how to select
  item in table. Its intuitive already.

• Editing from report, will it be permission controlled
  (at field level)?
Customer Speaks
                           +ve ones
• Mehul Mehta, Mehta Herbs:
I felt like informing you as we are quite excited about using
this product. I am sure the new version would be an
improvement on the older version and I am impressed especially
with the tables feature in the documents. The ease of use also
looks improved which is a good sign.


• Andre, Qwindows:
  I'm just helping qwindows work out some things... overall
  I really like your ERP solutions. I've tried things such as
  openERP before. Quite nice but not as polished as yours
  and overall much more expensive.


• Giorgio, Punto Italia:
  Analytics is AWESOME!!
Customer Speaks
                             -ve ones

• Yatin Manchanda:
Setting up (importing) contact master is horrible. I have
tried it many times and gave up finally.

• Massimo Palo:
Was trying to import data from Zoho. Found our data import
tool very difficult.


• Dheeraj Mahtani:
We will likely not be moving forward with ERPNext as there
are several issues we have had along the way. Functionality
that we were looking for is not in place, and some of the
features displayed do not work.
Thank you!!

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ERPNext Open Day - Oct 2012 - Umair Sayyed

  • 2. Support Oct Sep Aug 219 213 151 Tickets 250 200 150 Tickets 100 50 0 Oct Sep Aug Months
  • 3. Support - Analysis Accounts Oct Sep Aug Bugs 22 14 6 Usability 13 16 11 25 20 15 10 5 0 Oct Sep Aug
  • 4. Accounting Bugs: • Incorrect account balance. • Debit and credit not equal in invoices. • Ledger posting for charge type ‘valuation’. • Bank Reconciliation. Usability Issues: • Advance payment. • Read Account Payable and Account Receivable reports. • Create Ledger. • Different tax rate for each item.
  • 5. Setup Oct Sep Aug Bugs 7 6 5 Usability 12 16 2 Bugs: • Permission manager. • Data import. • Email digest. Usability: • Customize form view. • Global defaults. • Custom field (type - link). • Company wise permission restriction setting.
  • 6. Core Oct Sep Aug Bugs 9 6 7 Usability 3 9 11 Bugs: • Qty and desc reset when amend transaction. {fixed} • Permission won’t work for masters in tree. {fixed} • Access of trend analyzer to all users. • Issues due to customers customization. • Date not within fiscal year Usability: • Password change • Fiscal year
  • 7. Selling Oct Sep Aug Bugs 7 9 4 Usability 3 11 4 Stock Oct Sep Aug Bugs 7 5 5 Usability 12 9 2
  • 8. Sales Oct Sep Aug Trial Accounts 110 110 85 Website Query 29 41 28 Partner Inquiry 11 12 2 Live Chat 99 111 75
  • 9. In the month of October • Sales Demo ≈ 12 • Partners training session. • Account Setup (Implementation) ≈ 4
  • 10. Followed up on: • Letterhead cleanup. • Stock reconciliation cleanup. • Reported bugs related to new upgrade. • Gross profit report (redesign). • Opening balance (multiple accounts).
  • 11. My take on new upgrade • Column wise list view looks very raw. • Insert row option for item table increase clicks and not user friendly. No one ever asked how to select item in table. Its intuitive already. • Editing from report, will it be permission controlled (at field level)?
  • 12. Customer Speaks +ve ones • Mehul Mehta, Mehta Herbs: I felt like informing you as we are quite excited about using this product. I am sure the new version would be an improvement on the older version and I am impressed especially with the tables feature in the documents. The ease of use also looks improved which is a good sign. • Andre, Qwindows: I'm just helping qwindows work out some things... overall I really like your ERP solutions. I've tried things such as openERP before. Quite nice but not as polished as yours and overall much more expensive. • Giorgio, Punto Italia: Analytics is AWESOME!!
  • 13. Customer Speaks -ve ones • Yatin Manchanda: Setting up (importing) contact master is horrible. I have tried it many times and gave up finally. • Massimo Palo: Was trying to import data from Zoho. Found our data import tool very difficult. • Dheeraj Mahtani: We will likely not be moving forward with ERPNext as there are several issues we have had along the way. Functionality that we were looking for is not in place, and some of the features displayed do not work.