Appraisal in ERPNext or How to create Appraisal in ERPNext ?

Appraisal is the systematic evaluation of the performance of employees and to understand the abilities of a person for further growth and development or performance evaluation of an employee over a particular period.

ERPNext allow you to manage employee’s appraisals by creating appraisal template for each role with the parameters.

Follow these steps to create Appraisal in ERPNext

1) Go to

Human Resource->Appraisal->New

As you can see in the above diagram,select the Appraisal template or you can also create new template by clicking Create a new Appraisal Template.

2)After selecting template the remaining form appears

3)In the Goals section

add goals,weight(in%) and Score(0-5)

4)After adding all goals and score Save and Submit the form.You can create appraisal record for each period where you can track employee performance.

In the above diagram you can see,Here we created an employee appraisal record for the month September.Like this you can create an employee appraisal record for each period.

Note:

1)To create New Appraisal Template goto

Human Resources->Appraisal Template->New

As you can see in the above diagram,in the appraisal template enter the title of the appraisal in Appraisal Template Title and also enter description.

In KRA(Key Result Area/Key Performance Area) add key parameters/goals and weightage(in %) and make sure that the overall KRA weight % should be 100%.After that Save the template

How to create Opportunity in ERPNext ?

An Opportunity – is a contact which has been qualified. This person has entered into your buying cycle and is committed to working with you. You have already contacted, called or met him and know their needs or requirements. The old sales rule says: “The opportunity is a deal that you have the possibility to close!”

When you know your Lead is looking for some products or services to buy,you can track that as an Opportunity.

Follow these steps to create Opportunity in ERPNext

1)

Goto

CRM->Documents->Opportunity->New

or

You can create Opportunity from Lead

In the above diagram you can see you can create Opportunity from Lead.

2)In the Opportunity form you can select opportunity from Lead/Customer and you can select Lead/Customer for which you are going to create opportunity. Here you can also mention/select Status of the opportunity like Open,Lost,Replied and you can also select Opportunity Type like Sales and Maintenance

3)In the Opportunity you can also enter Item and Qty for which the Lead/Customer is looking

In the above figure you can see,

To add items in opportunity form then Check With Items. In Item Row add items with qty.

4)In More Info add Opportunity Date,Next Contact By,Next Contact Date and Source details

5)After entering all data Save the Opportunity form

In the above diagram you can see,From Opportunity you can create quotation by clicking button Create Quotation and you can also close the Opportunity.

How to Create Lead in ERPNext ?

Lead is potential customer,someone who can give you business.

Follow these steps to create New Lead in ERPNext

1)Goto CRM->Documents->Lead->New

In the Above figure you can see, How Lead form looks

2)In the Lead form you can add details about Lead ie

Person Name-Lead Name

Organization Name-The organization which lead belongs to

Source-How he got to know about your company like by Advertisement,Blogspot,Call,Website

Status-Status of the lead ie the person is interested/seeing opportunity

Lead Owner-Who is lead owner

Next Contact By-Person who is contacting to lead next time

Next Contact Date-On which date and time person is contacting to lead

Address & Contact-Here you can add lead address,Mobile No,website etc

More Info-Here you can choose Lead Type,Market Segment,Request Type etc

In the above figure you can see how we entered lead information

3)After entering all information Save the form

In the above figure you can see,When Lead is converted into Customer you can create customer from lead by clicking Create Customer in the right side of lead form. You can also create Opportunity and Quotation from Lead.

Note:

When Customer created from Lead then Lead status will become Converted.

What is ERPNext?

ERPNext is a opensource cloud based ERP Software - that helps you to take full control of your business. ERPNext is simple and easy to use. ERPNext helps you to manage Accounts,Inventory,Purchase,Selling,Manufacturing,CRM(Customer Relationship Management),HRM(Human Resource Management),Project Management,Task Management and much-more. ERPNext wide range of options cover all features you need to run a small to medium business. You can also customise ERPNext based on your business process. Click here to know more about ERPNext