How to create Employee in ERPNext ?

Employee is a person employed for wages or salary, especially at non-executive level

Follow these steps to create employee in ERPNext

1)Goto

Human Resources->Employee->New

As you can see in the above figure,enter the details of the employee in the form.

2)Before creating employee decide on what basis you are recording employee.Every organization maintain employee record by Employee Number and few organization record employee details on Naming Series. So set how you are going to save employee details by Employee Number/Naming Series.

To set employee creation on the bases Employee Number/Naming Series

Goto

Human Resource->Setup->HR Setting

In the above diagram you can see,Set the Employee Record to be created by Naming Series/Employee Number.Here you can also set for employee payroll. You can check/uncheck Include holidays in Total no, of Working Days(If checked, Total no. of Working Days will include holidays, and this will reduce the value of Salary Per Day)

3)In the employee form add employee details 

As you can see in the above figure add employee details like Name,Role,Department,Date of Joining/Retirement,Salary Mode,Personal/Contact Details,Previous Work Experience,Educational Qualification etc

4)You can also add Leave Approver for employee as well to whom employee should Reports to

In the above figure you can see,In the Organisation Profile in Employee form select to whom employee should reports in Reports to field. Also you can set leave approver for an employee.In the above figure you can see,you can choose one or more Leave Approver for an Employee.

5)After entering all data Save the form

6)From Employee form you can create Salary Structure for the Employee

As you can see in the above figure,you can create salary structure for employee by clicking button Make salary Structure

Attendance in ERPNext or How to create employee attendance in ERPNext ?

Attendance report gives information about how many employees has been present on particular day.

Follow these steps to create employee attendance in erpnext

1)Manually you can create employee  attendance on particular date in ERPNext

Goto

Human Resources->Attendance->New

As you can see in the above figure,in the attendance form choose the employee,attendance status(Present,Absent,Half Day) and Attendance Date. After entering all data Save and Submit the attendance form.

2)You can also upload bulk attendance by using Upload Attendance Tool

Goto

Human Resources->Upload Attendance

As you can see in the above figure, you can Import bulk attendance (CSV/Excel). Before importing you need to enter data in ERPNext attendance template. So first download Attendance Template and enter the data (refer instructions to enter data in template). After that import attendance data to ERPNext.You can see in below image to know how attendance template looks like

3)You can see Employee's monthly attendance report by going to the

Human Resources->Standard Reports->Monthly Attendance Sheet

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.

How to create Customer in ERPNext ?

Customer is a person who buys goods or services from a shop or business or seller.

Follow below steps to create customer in ERPNext

1)You can create customer via

Selling->Documents->Customer->New

or

Accounts->Documents->Customer->New

or

CRM->Documents->Customer->New

In the above diagram we are going to create customer via Selling->Documents->Customer->New

In the Customer form add all customer details like

Full Name-Customer full name

Customer Group-Select the customer group like Individual,Commercial or you can create new customer group by clicking Create a new Customer Group in Customer Group field

Type-Here you can select customer type like Company/Individual

Territory-Here you can select customer territory. You can also create new territory by clicking Create a new Territory

From Lead-If customer came from lead then here you can select the lead

Tax ID-Here you can enter customer Tax Id

Customer Details-Here you can add customer details

You can also add other information like Currency,Price List,Credit Limit etc in Customer form

Sales Partner-Sales Partner is a 3rd party distributor/dealer/reseller who sells the company products, for a commission. Here you can add details of your sales partner or sales person like his/her commission,contribution,incentive etc

2)After entering all data save the customer form and the form looks like

3)When you create new customer,ERPNext will create Accounting Ledger automatically for customer under Account Receivable in the Company set in the customer record.

4)You can also create Customer while entering new Sales Order/Delivery Note/Sales Invoice

In the above figure you can see while creating new Sales Order we can create a new Customer by clicking create a new Customer in Customer field.

How to create Supplier in ERPNext ?

Supplier-A party that supplies goods or services. A supplier may be distinguished from a contractor or subcontractor or company or individual, who commonly adds specialized input to deliverables. Also called vendor. Follow below steps to create Supplier in ERPNext

1)You can create New Supplier in ERPNext vai

Buying->Documents->Supplier->New

or

Accounts->Documents->Supplier->New

2)In the Supplier form you need add Supplier Name,Supplier Type,Supplier Details

Supplier Name-Enter the name of the supplier

Supplier Type-Select the supplier type like Distributor,Electrical,Services,Local etc.

If you want you can also create New Supplier Type by clicking Create a new Supplier Type in Supplier Type

when you click on Create a new Supplier Type,you will get new window as shown below

As shown in above figure in New Supplier Type add new supplier type and credit days and save it.

You can also create New Supplier Type via

Buying->Setup->Supplier Type->New

3)Enter Supplier details in Supplier form and save it. After saving it looks like

4)When you create new supplier,ERPNext will create Accounting Ledger automatically for supplier under Account Payable in the Company set in the supplier record.

5)You can also create Supplier while entering new Purchase Order/Purchase Receipt/Purchase Invoice

In the above figure you can see while creating new Purchase Order we can create a new Supplier by clicking create a new Supplier in Supplier field.