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Discuss
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Introduction
Setting Up
- Setting Up
- Basic Setup
- Data Import
- Users and Permissions
- Printing
- Workflows
- Email
- System Configuration
- Data Privacy
  - Personal Data Download
  - Personal Data Deletion
- Articles
Using ERPNext
- Introduction
- Tools
  - To Do
  - Notes
  - Video
  - Calendar
  - Dashboard
  - Global Search
  - Desktop
- Collaboration Tools
- Articles
  - Configurations
  - Transactions
Automation
Accounts
- Introduction
- Setup And Opening
- Journals and Payments
- Billing
- Taxes
- Pricing
- Retail Operations
- Tools
- Accounting Reports
  - Accounting Reports
- Advanced
- Subscription
- Shareholder Management
- Articles
Asset
Buying
- Buying
- Request for Quotation
- Purchase Order
- Purchase Taxes and Charges Template
- Supplier
- Supplier Quotation
- Supplier Scorecard
- Buying Reports
- Setup
  - Buying Settings
  - Supplier Group
- Articles
  - Configurations
  - Transactions
  - Advanced
  - Errors and Reports
    - Procurement Tracker Report
CRM
- Introduction to CRM
- Sales
  - Lead
  - Opportunity
  - Customer
  - Contact
  - Address
  - Appointment
- Reports
  - CRM Reports
- Setup
- Marketing
- Articles
E-commerce
Human Resources
- Organizational Chart
- Human Resources
- Employee
- Attendance
- Shift Management
- Leave Management
- Recruitment
- Training
- Employee Lifecycle
- Payroll
- Employee Tax and Benefits
- Performance
  - Appraisal
- Travel and Expense Claim
- Gratuity
  - Gratuity
  - Gratuity Rule
- Loans
- Fleet Management
- Setup
- Reports
  - Human Resources Reports
- Articles
Loan Management
- Loan Management
- Setting up
- Loan Cycle
- Advanced
- Articles
  - Loan Management Process
Projects
- Projects
- Introduction
- Project Management
- Time Tracking
- Advanced
- Reports
- Articles
Quality Management
Selling
- Selling
- Quotation
- Sales Order
- Sales Partner
- Brand
- Blanket Order
- Territory
- Setup
- Customer Portal
- Selling Reports
  - Sales Reports
- Articles
  - Configurations
  - Transactions
  - Advanced
  - Errors and Reports
    - Brandwise Items and Profitability Report
Stock
- Introduction
- Basics
- Item Variants
  - Item Variants
  - Item Attribute
- Setup
- Stock Transactions
- Serial and Batch Number
- Tools
- Return
  - Sales Return
  - Purchase Return
- Advanced
- Stock Reports
- Articles
Support
Website
Agriculture
- Agriculture
- Diseases and Fertilizer
  - Disease
  - Fertilizer
- Crops and Land
- Analytics
  - Analytics
Education
- Introduction
- Education Domain
- Examination
- Tracking the Progress
- Setup
- Student
- Admission
- Fees
- Schedule
  - Course Schedule
  - Scheduling Tool
- Attendance
  - Student Attendance
  - Student Leave Application
- Assessment
  - Assessment
  - Assessment Criteria
  - Assessment Group
  - Assessment Plan
  - Assessment Result
  - Assessment Plan Status
  - Final Assessment Grades
  - Grading Scale
  - Assessment Reports
    - Course wise Assessment Report
- Tools
Hospitality
Manufacturing
- Manufacturing
- Setup
- Bill of Materials
- Production and Material Planning
- Advanced
- Reports
- Articles
  - Configurations
  - Transactions
  - Advanced
  - Errors and Reports
    - Open Work Order Report
Non Profit
- Introduction
- Donation
- Tax Exemption 80G Certificate
- Membership
- Volunteer
  - Volunteer Type
  - Volunteer
- Donor
  - Donor
  - Donor Type
- Grant application
  - Grant Application
- Chapter
  - Chapter
Customize ERPNext
- Customize ERPNext
- Records
- Navigation
  - Desk Page
  - Customizing Module Visibility
- Articles
- Client Scripts
ERPNext Integrations
- ERPNext Integrations
- Authentication Integration
  - Setting up LDAP
  - Setting up fairlogin
- Backup Integration
- Bank Integration
  - Plaid Integration
- E-commerce Integration
- Shipping Integration
  - ERPNext Shipping
- Google Integration
- Payment Integration
- Tax Integration
  - Taxjar Integration
- Telephony Integration
  - Exotel Integration
- Articles
  - Integrating ERPNext with other Applications
Regional
- Regional
- France
- India
- Italy
  - Requirements for Italy
  - Importing e-Invoice from Supplier
- United Arab Emirates
- South Africa
  - Requirements for South Africa
  - VAT Audit Report
- Saudi Arabia
  - KSA VAT Management and Reporting
Translations
- Translations
ERPNext Subscription
- Upgrade Subscription Plan and Buy Add-ons
- Update Subscription Payment Method

Introduction
Setting Up
- Setting Up
- Basic Setup
- Data Import
- Users and Permissions
- Printing
- Workflows
- Email
- System Configuration
- Data Privacy
  - Personal Data Download
  - Personal Data Deletion
- Articles
Using ERPNext
- Introduction
- Tools
  - To Do
  - Notes
  - Video
  - Calendar
  - Dashboard
  - Global Search
  - Desktop
- Collaboration Tools
- Articles
  - Configurations
  - Transactions
Automation
Accounts
- Introduction
- Setup And Opening
- Journals and Payments
- Billing
- Taxes
- Pricing
- Retail Operations
- Tools
- Accounting Reports
  - Accounting Reports
- Advanced
- Subscription
- Shareholder Management
- Articles
Asset
Buying
- Buying
- Request for Quotation
- Purchase Order
- Purchase Taxes and Charges Template
- Supplier
- Supplier Quotation
- Supplier Scorecard
- Buying Reports
- Setup
  - Buying Settings
  - Supplier Group
- Articles
  - Configurations
  - Transactions
  - Advanced
  - Errors and Reports
    - Procurement Tracker Report
CRM
- Introduction to CRM
- Sales
  - Lead
  - Opportunity
  - Customer
  - Contact
  - Address
  - Appointment
- Reports
  - CRM Reports
- Setup
- Marketing
- Articles
E-commerce
Human Resources
- Organizational Chart
- Human Resources
- Employee
- Attendance
- Shift Management
- Leave Management
- Recruitment
- Training
- Employee Lifecycle
- Payroll
- Employee Tax and Benefits
- Performance
  - Appraisal
- Travel and Expense Claim
- Gratuity
  - Gratuity
  - Gratuity Rule
- Loans
- Fleet Management
- Setup
- Reports
  - Human Resources Reports
- Articles
Loan Management
- Loan Management
- Setting up
- Loan Cycle
- Advanced
- Articles
  - Loan Management Process
Projects
- Projects
- Introduction
- Project Management
- Time Tracking
- Advanced
- Reports
- Articles
Quality Management
Selling
- Selling
- Quotation
- Sales Order
- Sales Partner
- Brand
- Blanket Order
- Territory
- Setup
- Customer Portal
- Selling Reports
  - Sales Reports
- Articles
  - Configurations
  - Transactions
  - Advanced
  - Errors and Reports
    - Brandwise Items and Profitability Report
Stock
- Introduction
- Basics
- Item Variants
  - Item Variants
  - Item Attribute
- Setup
- Stock Transactions
- Serial and Batch Number
- Tools
- Return
  - Sales Return
  - Purchase Return
- Advanced
- Stock Reports
- Articles
Support
Website
Agriculture
- Agriculture
- Diseases and Fertilizer
  - Disease
  - Fertilizer
- Crops and Land
- Analytics
  - Analytics
Education
- Introduction
- Education Domain
- Examination
- Tracking the Progress
- Setup
- Student
- Admission
- Fees
- Schedule
  - Course Schedule
  - Scheduling Tool
- Attendance
  - Student Attendance
  - Student Leave Application
- Assessment
  - Assessment
  - Assessment Criteria
  - Assessment Group
  - Assessment Plan
  - Assessment Result
  - Assessment Plan Status
  - Final Assessment Grades
  - Grading Scale
  - Assessment Reports
    - Course wise Assessment Report
- Tools
Hospitality
Manufacturing
- Manufacturing
- Setup
- Bill of Materials
- Production and Material Planning
- Advanced
- Reports
- Articles
  - Configurations
  - Transactions
  - Advanced
  - Errors and Reports
    - Open Work Order Report
Non Profit
- Introduction
- Donation
- Tax Exemption 80G Certificate
- Membership
- Volunteer
  - Volunteer Type
  - Volunteer
- Donor
  - Donor
  - Donor Type
- Grant application
  - Grant Application
- Chapter
  - Chapter
Customize ERPNext
- Customize ERPNext
- Records
- Navigation
  - Desk Page
  - Customizing Module Visibility
- Articles
- Client Scripts
ERPNext Integrations
- ERPNext Integrations
- Authentication Integration
  - Setting up LDAP
  - Setting up fairlogin
- Backup Integration
- Bank Integration
  - Plaid Integration
- E-commerce Integration
- Shipping Integration
  - ERPNext Shipping
- Google Integration
- Payment Integration
- Tax Integration
  - Taxjar Integration
- Telephony Integration
  - Exotel Integration
- Articles
  - Integrating ERPNext with other Applications
Regional
- Regional
- France
- India
- Italy
  - Requirements for Italy
  - Importing e-Invoice from Supplier
- United Arab Emirates
- South Africa
  - Requirements for South Africa
  - VAT Audit Report
- Saudi Arabia
  - KSA VAT Management and Reporting
Translations
- Translations
ERPNext Subscription
- Upgrade Subscription Plan and Buy Add-ons
- Update Subscription Payment Method

Introduction to CRM
Customer

Customer

A customer, who is sometimes known as a client, buyer, or purchaser is the one who receives goods, services,