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Open Day
September 2015
Rushabh Mehta
Tracker for Async Tasks
Status and details of tasks executed
Tracking Async Tasks
• Poor visibility of background tasks
• Learning: Async task is not ideal for UI driven
tasks as ther...
Document Management System
Document Management System
• Using Standard List Views
• Each document becomes a File
• Paired with Saurabh
• Pending
• Pr...
Shopping Cart Cleanup
Cart View (now fully server-side)
Cleaned up lists
Templated order view
Issue list cleanup
Web Form cleanup
Simplified Shopping Cart Settings
Shopping Cart Cleanup
• Code cleanup
• Shopping cart settings cleanup (with Anand)
• Cart is now via template (jinja) not ...
General
• Not able to focus on #1 problem. Onboarding
• Too many things happening.
• Forums taking too much time. Not able...
Thanks!
SEPT
2015
Umair Sayyed
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
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
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
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
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
MANUAL
Updated videos and manual pages
SESSIONS
SESSIONS
Gani Khan Institute of Engineering and Technology, West Bengal

Prof. Gopal and Subrata



Looking ERP for educat...
SESSIONS
5Ps Marketing and Advertising, Qatar

Ahsan Raza



Using feature list project management, sub-contracting and wo...
SESSIONS
New Life Fertility, Canada

David Achkar



Medical services provider, looking for ERP to track profitability of ...
SESSIONS
Texas Flanges, USA

Jeff Barnett



Was looking for solution to manage drop shipping transaction. Also needed rep...
SESSIONS
Home Lane, India

Prashant



A furniture manufacturing company, evaluating ERP to manage sales,
projects and sub...
SESSIONS
Anwesa, Technical Writer (Welcome!)



Briefed her on Human Resource module.
The Bazaar, Nigeria

Jiten


A super...
SESSIONS
ICICI, India
They need ERP solution to automating authorisation process of payables.
Also considering ERPNext for...
TESTIMONIALS
Thanks so much for your time earlier. Like I said I did my masters
dissertation on implementation of ERP syst...
TESTIMONIALS
First, congratulations for the great job you have done till now. As far as I
know, there are many ERP project...
TESTIMONIALS
From past 1 year eCommerce is spreading very fast, and I have to change
my business strategy from wholesale t...
TESTIMONIALS
Click here to learn about experience on ex-Oodo Users (formerly
known as OpenERP) users.
THANK
YOU
OPENDAY
FRAPPÉ / ERPNEXT
SEPTEMBER 2015 | ANAND DOSHI
CCIN COMMUNICATION
PERMISSIONS
If no User Permission is found, 

the results are restricted, 

unless Ignore User Permissions If Missing

is ...
FIXES
Improved Security

PDF Rendering, Custom Fields as Fixtures 

Multi-Currency, Payment Tool, Reconciliation

Realtime...
THANKS@ANANDPDOSHI
OPEN DAY
September 2015
Nabin Hait
Multi Currency Accounting
Finally released!
Multi Currency Accounting
Exchange Rate in Journal Entry Accounts table
Get average exchange rate in case of bank transfer...
Trial Balance for Party
Target Warehouse in
Delivery Note
Sponsored by Startrack
Fixes
Planned Qty logic fixed and reposted for existing
Fetch outstanding invoices in Payment Reconciliation / Payment Tool...
Thanks
Open Day
Document Management
System (DMS)
❖ Implement basic
functionality
Copying files from
one location to
another in DMS.
❖ Test...
Tax Rule for Shopping Cart
❖ Removed tax template
selection from
Shopping Cart Settings
❖ Now, system will fetch
taxes fro...
Before
Now
Shopify - ERPNext Connector
Ways to Interact with Shopify
❖ Public App :
❖ Based on Auth connection
❖ User can access app via Shopify App Store
Ways to Interact with Shopify
❖ Private App :
❖ From App create shopify private app
❖ Set api key and password in erpnext
...
–Saurabh Palande
Thank You
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ERPNext Open Day - September 2015 Slide 1 ERPNext Open Day - September 2015 Slide 2 ERPNext Open Day - September 2015 Slide 3 ERPNext Open Day - September 2015 Slide 4 ERPNext Open Day - September 2015 Slide 5 ERPNext Open Day - September 2015 Slide 6 ERPNext Open Day - September 2015 Slide 7 ERPNext Open Day - September 2015 Slide 8 ERPNext Open Day - September 2015 Slide 9 ERPNext Open Day - September 2015 Slide 10 ERPNext Open Day - September 2015 Slide 11 ERPNext Open Day - September 2015 Slide 12 ERPNext Open Day - September 2015 Slide 13 ERPNext Open Day - September 2015 Slide 14 ERPNext Open Day - September 2015 Slide 15 ERPNext Open Day - September 2015 Slide 16 ERPNext Open Day - September 2015 Slide 17 ERPNext Open Day - September 2015 Slide 18 ERPNext Open Day - September 2015 Slide 19 ERPNext Open Day - September 2015 Slide 20 ERPNext Open Day - September 2015 Slide 21 ERPNext Open Day - September 2015 Slide 22 ERPNext Open Day - September 2015 Slide 23 ERPNext Open Day - September 2015 Slide 24 ERPNext Open Day - September 2015 Slide 25 ERPNext Open Day - September 2015 Slide 26 ERPNext Open Day - September 2015 Slide 27 ERPNext Open Day - September 2015 Slide 28 ERPNext Open Day - September 2015 Slide 29 ERPNext Open Day - September 2015 Slide 30 ERPNext Open Day - September 2015 Slide 31 ERPNext Open Day - September 2015 Slide 32 ERPNext Open Day - September 2015 Slide 33 ERPNext Open Day - September 2015 Slide 34 ERPNext Open Day - September 2015 Slide 35 ERPNext Open Day - September 2015 Slide 36 ERPNext Open Day - September 2015 Slide 37 ERPNext Open Day - September 2015 Slide 38 ERPNext Open Day - September 2015 Slide 39 ERPNext Open Day - September 2015 Slide 40 ERPNext Open Day - September 2015 Slide 41 ERPNext Open Day - September 2015 Slide 42 ERPNext Open Day - September 2015 Slide 43 ERPNext Open Day - September 2015 Slide 44 ERPNext Open Day - September 2015 Slide 45 ERPNext Open Day - September 2015 Slide 46 ERPNext Open Day - September 2015 Slide 47 ERPNext Open Day - September 2015 Slide 48 ERPNext Open Day - September 2015 Slide 49 ERPNext Open Day - September 2015 Slide 50 ERPNext Open Day - September 2015 Slide 51 ERPNext Open Day - September 2015 Slide 52 ERPNext Open Day - September 2015 Slide 53 ERPNext Open Day - September 2015 Slide 54 ERPNext Open Day - September 2015 Slide 55 ERPNext Open Day - September 2015 Slide 56
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ERPNext Open Day - September 2015

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Progress of the ERPNext team for the month of September 2015

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ERPNext Open Day - September 2015

  1. 1. Open Day September 2015 Rushabh Mehta
  2. 2. Tracker for Async Tasks
  3. 3. Status and details of tasks executed
  4. 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. 5. Document Management System
  6. 6. Document Management System • Using Standard List Views • Each document becomes a File • Paired with Saurabh • Pending • Private Files
  7. 7. Shopping Cart Cleanup
  8. 8. Cart View (now fully server-side)
  9. 9. Cleaned up lists
  10. 10. Templated order view
  11. 11. Issue list cleanup
  12. 12. Web Form cleanup
  13. 13. Simplified Shopping Cart Settings
  14. 14. Shopping Cart Cleanup • Code cleanup • Shopping cart settings cleanup (with Anand) • Cart is now via template (jinja) not js • Pending • Variants • Testing
  15. 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. 16. Thanks!
  17. 17. SEPT 2015 Umair Sayyed
  18. 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. 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. 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. 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. 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. 23. MANUAL Updated videos and manual pages
  24. 24. SESSIONS
  25. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 35. TESTIMONIALS Click here to learn about experience on ex-Oodo Users (formerly known as OpenERP) users.
  36. 36. THANK YOU
  37. 37. OPENDAY FRAPPÉ / ERPNEXT SEPTEMBER 2015 | ANAND DOSHI
  38. 38. CCIN COMMUNICATION
  39. 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. 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. 41. THANKS@ANANDPDOSHI
  42. 42. OPEN DAY September 2015 Nabin Hait
  43. 43. Multi Currency Accounting Finally released!
  44. 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. 45. Trial Balance for Party
  46. 46. Target Warehouse in Delivery Note Sponsored by Startrack
  47. 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. 48. Thanks
  49. 49. Open Day
  50. 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. 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. 52. Before Now
  53. 53. Shopify - ERPNext Connector
  54. 54. Ways to Interact with Shopify ❖ Public App : ❖ Based on Auth connection ❖ User can access app via Shopify App Store
  55. 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. 56. –Saurabh Palande Thank You

Progress of the ERPNext team for the month of September 2015

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