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Open Day
October 2015
Rushabh Mehta
Frappe ERPNext
Conference Learnings
• Thank you everyone who made it!
• Better than before.
• Community is still pretty thin
• Foundation seems to be the righ...
Projects
Command Line Tools
Usage: bench import-csv [OPTIONS] PATH
Import CSV using data import tool
Options:
--only-insert Do not ...
Thumbnails
Using PIL - Release by Anand
Variants in Shopping Cart
Numerical and other fixes by Anand
Multi-lingual Website
If Japanese is your preferred Language
Thanks to Tsutomu Mimori and Ryder Saint
Cleaner Email Digest
Fixes Pending
Documentation
Generator
Objectives
• Great documentation for apps
• Education, Shopify Connector
• Pre-requisite for app store
• Ability for commu...
Home Page
Table of Contents
Models
User Pages
Features
• User pages generated like static pages in /docs
folder
• Copy assets (Bootstrap etc) from Frappe
• Build Full S...
Support turns. Good start!
Next
• App Store
• Fixes to Shopping Cart
• Publish Roadmap for community - more fixes,
integrations, domains
• Recruitment...
Thanks!
@rushabh_mehta
Conference
Month of
Oct ‘16
Umair Sayyed
Documentation Support &

Review
With Anwesa and Nabin
Free is here, once again!
for one user
Trials
0
450
900
1350
1800
Nov '14 Dec '14 Jan '15 Feb '15 Mar '15 Apr '15 May '15 Jun '15 Jul '15 Aug '15 Sept '15 Oct '1...
New Customers
0
7.5
15
22.5
30
Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct
2014-15 2013-14 2012-13
16
Renewals
0
7.5
15
22.5
30
Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct
2014-15 2013-14 2012-13
20
Issues
0
175
350
525
700
Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct
2014-15 2013-14 2012-13
447
Forum
0
500
1000
1500
2000
Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct
2014-15 2013-14 2012-13
1960
Sessions
• Fire Safety Products Trader, Norway

Conducted details demo and discussion session. Now a Customer.

• On-hire ...
Sessions
• IT Services Provider, India

Discussed about their support cycle, and mapped same with ERPNext.

• Vehicle Park...
Sessions
• Electrical and Mechanical Contractor, Dubai

New Customer. Conducted session to help them get started.

• Premi...
Customer Stories
• McLean Images, Australia



https://blog.frappe.io/blog/erpnext-customer-story/erpnext-at-mclean-images...
User Feedback
• Ruchin Sharma, MiSport (this one matters)



“Hats-off you guys for making this awesome product. I am in l...
User Feedback
• Ex-Oodo User



“Odoo was recommended to us as a 12-person distributer of ecological chemicals. we
needed ...
Wish To
• Focus more on content (documentation and video)
• Identify model for engaging partners.
• Make application on Fr...
Customer of the Month
Q
Favuseal Steel, Norway
Thanks
What I learnt after giving 1500 Demos
October 2015
Anand Doshi
Frappé/ERPNext Open Day
ERPNext Conf 2015
New

Macbook
Weekly Support
Week 1 Rushabh
Week 2 Anand
Week 3 Nabin
Week 4 Rushabh
Week 5 Anand
… …
Quick Journal Entry
Also Journal Entry now remembers
Posting Date from a previous change
Welcome to ERPNext
Help videos after Setup Wizard
Variants in Website
Improved attribute selection,
display and other fixes
Dynamic Links
in Linked With
Item Re-order
Re-order even if Bin does not exist
Optimised Projected Qty report
Varchar 140
Reduced length of certain fields

to increase database capacity
Print
Emails
Title Field
Thumbnails
Attachments
Link Triggers
Fixes
Free for 1 User

with Rushabh


Slave Setup

with Pratik
Disk Space Check
Last Activity
ERPNext.com
Migrations
19 Sites

Xavier Business Solutions
Conference
Presentations, Videos, Photos,
Business Cards
Next Month
Help Mode, Fixes in Mobile, 

Chat App, Int/Decimal not null
Thanks
@anandpdoshi
Open Day
October 2015
nabin@erpnext.com
Multi-Currency
Upgrades
Payment Reconciliation & Period
Closing Voucher in multi-currency
Reposted GLE for affected Journa...
Track Stock
in Customer’s Warehouse
Added
To Warehouse
field in Sales Cycle
Serial No Status
Removed status field from Serial No,
logic based on Warehouse
Allowed same serial no for raw
materials an...
Perpetual
Inventory Fixes
Expenses Included in Valuation is now
posted from Purchase Receipt
Reposted all Purchase Invoice...
Tax Rule Fixes
Validated Tax Rule expiry
Enforced to enter Posting Date before
applying Tax Rule
Some
Noticeable Fixes
Deleted duplicate bins
Fixed test case related to switching
valuation method
Wrong ‘To Warehouse’ se...
Thank You
feedback please…
Open Day
October, 2015
@pdvyas
*No Cool Conf Photo*
A little speed in Bench-admin dev
Site Management
• Backup Viewer
• Clone Sites
• Restore Backup
• Change passwords, add users
Production Config
• Generates common supervisor config for all
benches
• Set HTTP port, hostname
• HTTPS (certificate managem...
Present and Future
• Handover to Anand, due to lack in velocity
• A lot of finishing required
• Monitoring??
Forward
• Unified ERPNext Image, one ring to rule
• Demo VM
• Server Deployment
• Container Deployment
• Add (more) health ...
Forward
• Multi bench support
• Release management (https://github.com/
frappe/bench/issues/150) for progress on
FreeBSD p...
E2-Slave Incident
• old slave Seconds behind master refused to
converge after a large DDL migration
• We decided to get a ...
E2-Slave Incident
• Zero downtime backup resulted in 50m
downtime
• Realized after a long time that MariaDB ran out
of ope...
Thanks!
September - October 2015
Frappe Open Day
ERP for Education
ERP for Education
Student Applicant list view
ERP for Education
Course Schedule calendar view
ERPNext Conference 2015
@neilLasrado
“Thank You.”
OPEN DAY
October 2015
CONFERENCE
• Fighting against, one of the nightmare
(stage fear)
• Totally energetic and inspiring.
SHOPIFY
DEMO
* Successful Demo
with Studio-March
DROP SHIPMENT
• Setup drop shipping From Item master
or Sales Order
• Make Purchase Order against sales
order
• Mark PO fu...
Sales Order Item Item Master
Make Po from So
LEAVE ALLOCATION BASED ON
DATE RANGES
• Removed fiscal year from leave
allocation
• Updated Leave balance report
EMPLOYEE LEAVE BALANCE
LEAVE ALLOCATION
BULK ASSIGNMENT
• Assign / Reassign
documents from
list view
@saurabh6790
Thanks
Frappé / ERPNext Open Day October 2015
Frappé / ERPNext Open Day October 2015
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Progress in the month of October 2015 by the Frappé / ERPNext Team

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Frappé / ERPNext Open Day October 2015

  1. 1. Open Day October 2015 Rushabh Mehta Frappe ERPNext
  2. 2. Conference Learnings
  3. 3. • Thank you everyone who made it! • Better than before. • Community is still pretty thin • Foundation seems to be the right direction • To do • App store • Mobile views • Travel and meet more people!
  4. 4. Projects
  5. 5. Command Line Tools Usage: bench import-csv [OPTIONS] PATH Import CSV using data import tool Options: --only-insert Do not overwrite existing records --submit-after-import Submit document after importing it --ignore-encoding-errors Ignore encoding errors while coverting to unicode --help Show this message and exit. Usage: bench bulk-rename [OPTIONS] DOCTYPE PATH Rename multiple records via CSV file Options: --help Show this message and exit.
  6. 6. Thumbnails Using PIL - Release by Anand
  7. 7. Variants in Shopping Cart Numerical and other fixes by Anand
  8. 8. Multi-lingual Website If Japanese is your preferred Language Thanks to Tsutomu Mimori and Ryder Saint
  9. 9. Cleaner Email Digest Fixes Pending
  10. 10. Documentation Generator
  11. 11. Objectives • Great documentation for apps • Education, Shopify Connector • Pre-requisite for app store • Ability for community to host their own docs on GitHub / static site • Consistent look, auto generation + user pages
  12. 12. Home Page
  13. 13. Table of Contents
  14. 14. Models
  15. 15. User Pages
  16. 16. Features • User pages generated like static pages in /docs folder • Copy assets (Bootstrap etc) from Frappe • Build Full Static Site to be hosted on GitHub • Auto-generated developer docs (from docstrings in Python) like Sphinx (old project) • Generate for frappe and community_erpnext_com
  17. 17. Support turns. Good start!
  18. 18. Next • App Store • Fixes to Shopping Cart • Publish Roadmap for community - more fixes, integrations, domains • Recruitment (more needed!)
  19. 19. Thanks! @rushabh_mehta
  20. 20. Conference Month of Oct ‘16 Umair Sayyed
  21. 21. Documentation Support &
 Review With Anwesa and Nabin
  22. 22. Free is here, once again! for one user
  23. 23. Trials 0 450 900 1350 1800 Nov '14 Dec '14 Jan '15 Feb '15 Mar '15 Apr '15 May '15 Jun '15 Jul '15 Aug '15 Sept '15 Oct '15 Trial Free 973 294 1267
  24. 24. New Customers 0 7.5 15 22.5 30 Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct 2014-15 2013-14 2012-13 16
  25. 25. Renewals 0 7.5 15 22.5 30 Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct 2014-15 2013-14 2012-13 20
  26. 26. Issues 0 175 350 525 700 Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct 2014-15 2013-14 2012-13 447
  27. 27. Forum 0 500 1000 1500 2000 Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct 2014-15 2013-14 2012-13 1960
  28. 28. Sessions • Fire Safety Products Trader, Norway
 Conducted details demo and discussion session. Now a Customer.
 • On-hire Equipments and Safety solutions Provider, Mumbai
 Visited Our office for details session. In process of evaluation.
 • Self Help NGO for victims of sexual abuse and trafficking, China
 They offer jobs to victims for manufacturing fashion accessories. They are considering manufacturing module, & checking options to connect ERPNext with e-commerce portals.
  29. 29. Sessions • IT Services Provider, India
 Discussed about their support cycle, and mapped same with ERPNext.
 • Vehicle Parking and Lifting Solution Provider, USA
 Didn’t signup because we cannot offer support on their time zone. Will evaluate ERPNext for their smaller subsidiary.
 • Truck Equipment Trader, USA
 Discussed queries at length. Interested in getting some feature developed as per paid feature development plan.
  30. 30. Sessions • Electrical and Mechanical Contractor, Dubai
 New Customer. Conducted session to help them get started.
 • Premier Education Institute, India
 Evaluating ERPNext to manage their operations (Projects and consultant services). Will also consider upcoming education management system for their institute. • Tin Products Manufacturer, India
  31. 31. Customer Stories • McLean Images, Australia
 
 https://blog.frappe.io/blog/erpnext-customer-story/erpnext-at-mclean-images-australia • Universidade de Sao Palo, Brazil
 
 https://blog.frappe.io/blog/erpnext-customer-story/erpnext-at-universidade-de-s%C3%A3o-paulo-brazil
  32. 32. User Feedback • Ruchin Sharma, MiSport (this one matters)
 
 “Hats-off you guys for making this awesome product. I am in love with ERPNext. :)” • Angel Sanchez
 
 “We are still setting up the system and trying all features, I have to say I am really impressed with your software !!! :-o”
  33. 33. User Feedback • Ex-Oodo User
 
 “Odoo was recommended to us as a 12-person distributer of ecological chemicals. we needed sth like warehouse, production jobs, some basic HR and an easy to-use crm with customer portal. we invested quite a lot of time in odoo. it worked, but we did not have any "fun" or something like a good a feeling when working it. it feels very laggy, looks like 2001 software and simply doesn't feel intuitive. then a friend of mine found erpnext (by absolute coincidence). we got it up and running in less than an hour. import of data was no problem at all. our employees love it, they even use it on their iphone (simply in the browser). the result: better customer care, more motivated coworkers and less costs in infrastructure.we customize openerp in live running environment without having to fear data loss. im very happy to have found this solution!”
  34. 34. Wish To • Focus more on content (documentation and video) • Identify model for engaging partners. • Make application on Frappe. • Testing before release.
  35. 35. Customer of the Month Q Favuseal Steel, Norway
  36. 36. Thanks What I learnt after giving 1500 Demos
  37. 37. October 2015 Anand Doshi Frappé/ERPNext Open Day
  38. 38. ERPNext Conf 2015
  39. 39. New
 Macbook
  40. 40. Weekly Support Week 1 Rushabh Week 2 Anand Week 3 Nabin Week 4 Rushabh Week 5 Anand … …
  41. 41. Quick Journal Entry Also Journal Entry now remembers Posting Date from a previous change
  42. 42. Welcome to ERPNext Help videos after Setup Wizard
  43. 43. Variants in Website Improved attribute selection, display and other fixes
  44. 44. Dynamic Links in Linked With
  45. 45. Item Re-order Re-order even if Bin does not exist Optimised Projected Qty report
  46. 46. Varchar 140 Reduced length of certain fields
 to increase database capacity
  47. 47. Print Emails Title Field Thumbnails Attachments Link Triggers Fixes
  48. 48. Free for 1 User
 with Rushabh 
 Slave Setup
 with Pratik Disk Space Check Last Activity ERPNext.com
  49. 49. Migrations 19 Sites
 Xavier Business Solutions
  50. 50. Conference Presentations, Videos, Photos, Business Cards
  51. 51. Next Month Help Mode, Fixes in Mobile, 
 Chat App, Int/Decimal not null
  52. 52. Thanks @anandpdoshi
  53. 53. Open Day October 2015 nabin@erpnext.com
  54. 54. Multi-Currency Upgrades Payment Reconciliation & Period Closing Voucher in multi-currency Reposted GLE for affected Journal Entries due to wrong reconciliation and advance adjustment
  55. 55. Track Stock in Customer’s Warehouse Added To Warehouse field in Sales Cycle
  56. 56. Serial No Status Removed status field from Serial No, logic based on Warehouse Allowed same serial no for raw materials and finished good item in Repack / Manufacture entry
  57. 57. Perpetual Inventory Fixes Expenses Included in Valuation is now posted from Purchase Receipt Reposted all Purchase Invoices, where Expenses Included in Valuation is booked
  58. 58. Tax Rule Fixes Validated Tax Rule expiry Enforced to enter Posting Date before applying Tax Rule
  59. 59. Some Noticeable Fixes Deleted duplicate bins Fixed test case related to switching valuation method Wrong ‘To Warehouse’ set automatically in Delivery Note due to user permissions
  60. 60. Thank You feedback please…
  61. 61. Open Day October, 2015 @pdvyas
  62. 62. *No Cool Conf Photo*
  63. 63. A little speed in Bench-admin dev
  64. 64. Site Management • Backup Viewer • Clone Sites • Restore Backup • Change passwords, add users
  65. 65. Production Config • Generates common supervisor config for all benches • Set HTTP port, hostname • HTTPS (certificate management needs some thought)
  66. 66. Present and Future • Handover to Anand, due to lack in velocity • A lot of finishing required • Monitoring??
  67. 67. Forward • Unified ERPNext Image, one ring to rule • Demo VM • Server Deployment • Container Deployment • Add (more) health Checks - bench doctor • Better Exception Reporting Needs Prioritization
  68. 68. Forward • Multi bench support • Release management (https://github.com/ frappe/bench/issues/150) for progress on FreeBSD port Needs Prioritization
  69. 69. E2-Slave Incident • old slave Seconds behind master refused to converge after a large DDL migration • We decided to get a faster slave (same specs)
  70. 70. E2-Slave Incident • Zero downtime backup resulted in 50m downtime • Realized after a long time that MariaDB ran out of open file descriptors (We didn’t check logs ‘duh!) • At least the common-tasks.yml ansible playbook worked.
  71. 71. Thanks!
  72. 72. September - October 2015 Frappe Open Day
  73. 73. ERP for Education
  74. 74. ERP for Education Student Applicant list view
  75. 75. ERP for Education Course Schedule calendar view
  76. 76. ERPNext Conference 2015
  77. 77. @neilLasrado “Thank You.”
  78. 78. OPEN DAY October 2015
  79. 79. CONFERENCE • Fighting against, one of the nightmare (stage fear) • Totally energetic and inspiring.
  80. 80. SHOPIFY DEMO * Successful Demo with Studio-March
  81. 81. DROP SHIPMENT • Setup drop shipping From Item master or Sales Order • Make Purchase Order against sales order • Mark PO fulfilment by clicking `Delivered By Supplier` • To end flow, `Close` So and Po
  82. 82. Sales Order Item Item Master Make Po from So
  83. 83. LEAVE ALLOCATION BASED ON DATE RANGES • Removed fiscal year from leave allocation • Updated Leave balance report
  84. 84. EMPLOYEE LEAVE BALANCE LEAVE ALLOCATION
  85. 85. BULK ASSIGNMENT • Assign / Reassign documents from list view
  86. 86. @saurabh6790 Thanks
  • BrandonSmith63

    Jan. 19, 2016

Progress in the month of October 2015 by the Frappé / ERPNext Team

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