Version 5 Release Notes
- Cleaner lines
- Simpler Menus
- Indicators
Item Variants feature allows you to auto-generate unique item for the each variant of a template item.
####Scenario:
A design of t-shirt is available in two sizes and two colours.
| Template Item | T-Shirt |
| Colours | Blue (BL) and White (WT) |
| Sizes | Small (SM) and Medium (MD) |
- Templates and Variants
To create variant items, you should first define a Template Item. In the template item, all possible variants will be listed. Based on the variants defined in the Template Item, unique Item will be generated for each item variant.
- Item Attributes
Item Attributes is the master where you can set attributes (e.g.: Size, Colour) based on which variants items will be created. To setup Item Attributes master, go to:
Stock > Setup > Item Attributes
Item Attribute master for Size and Colour will be auto-created. Let's take an example of Size to learn how Item Attribute function.
Considering a scenario, Item Codes generated for the variant items will be:
T-Shirt-001-BL-SM
T-Shirt-001-BL-MD
T-Shirt-001-WT-SM
T-Shirt-001-WT-MD
In the Attribute master, you can also set preference following which Item Code for the variant items will be generated.
- Automatic updation of variants
On updating template item, respective variants item will be auto-updated.
Item Price record created for the Template Item will be applicable for all the Variant Items.
In the sales and purchase transactions, only variant items will be selectable. But on the website, only template item will be published. Customer will find option to define value for the attributes. Based on their selection, variant item will be updated in the sales transaction.
Print Format builder is a tool to create custom print formats in ERPNext, with any coding required. You can add fields in the print format by just drag and drop. Also you can define section, and columns breaks under each section. To create new Print Format, go to:
`Setup >> Printing and Branding >> Print Format`
- Drag and Drop
- Embed custom HTML, Templating
You can also insert Custom HTML in the print format generated form Print Format Builder Tool.
- Select grid columns
For documents which has child table, like Item table in the Sales Order, you simply need to check columns/fields of the item table which will be shown in the print format.
Each country has unique accounting system, and a Chart of Account master to comply to it. ERPNext will be offering a preset Chart of Account based company's country.
In the Chart of Account master, root account, sub-ledgers and ledgers will be as per countries standards. You can welcome to contribute Chart of Account of your country more robust.
- Default Chart of accounts for different countries
Following is the Chart of Account for a company in the USA. It has six root account, unlike other countries where Chart of Account has only four root accounts.
Capacity Planning feature in the Manufacturing module allows you to track and allocate production job on each Workstation.
- Operations in Production Order
Bill of Material has Operations and Workstations listed in it. When Production Order is created, Operations details will also be fetched from BOM of manufacturing Item.
Operations details in the Production Order will allow you to:
####Work Station Allocation:
Define specific Workstations for each Operation at which production will take place. With this, system will be able to queue production jobs for each Workstation.
####Costing at each Operation:
To drive actual operations cost, user will be able to update actual time spent. Considering actual type spent and per hour rate for an operation, actual operating cost will be determined.
- Workstation hours and holidays
You will be able to define working hours and holiday for each Workstations. This will be taken into account while allocating production job at the Work Station.
- Automatic Creation of Time Logs on Workstations
On Submission of Production Order, Time Logs will be automatically created for each operation. User will be able to update actual start and end time in that Time Log.
- Simplified Stock Entry
Stock Entry has new Purposes being introduce called "Material Transfer against Manufacturing". This will help user separate normal Material Transfer entry and Material Transfer entry against Manufacturing.
BOM details section has been moved about the Item table. Earlier this section was located below item table which disturbed sequence in which data was entered in the manufacturing. This correction will offer fields in the better order, and require less scrolling.
Share feature in ERPNext will allow one user to share specific document (any master or transaction) with another users. Once document is shared with any user, s(he) will be able to access it, even if doesn't have permission on that document.
- Share documents
- Easy to set permission rules
When share document with any other users, you will be able to specify following permission on it.
- Read: This will only let user read that document, but not edit it.
- Write: This will allow user to edit values in the document.
- Share: This will allow user to share same document with other users as well.
- Star documents
- Multiple incoming and out going Email Accounts
- Capture replies from customers, contacts in the timeline via (reply to)
- EMail notifications for all participants
- Integrated view of document communication and history
- New Module CRM
- Ticket to Issue
- Customer Issue to Warranty Claim
- Cleaner Stock Reconciliation
- New Stock Entry
- Renaming of child table fields
- Better calculations in multi currency
- Thanks to the community!
- Inclusive Tax
- Discount amount
- Discount amount on both net total and grand total
- Item table
- Direct upload and download in the table
- No more individual accounting ledger for each customer and supplier
- Milestone is now task
- East entry table for tasks in project