ERPNext Review

Product:
Vendor:
Founded:
Headquarters:

ERPNext
Frappe Technologies
2008
Mumbai, India

Ownership:
Customers:
Deployment Model:
Free Trial:

Private
5,000+
Cloud, On-Premise
Yes

ERPNext At A Glance

Good: Open-source, easy to use and customize, actively maintained, economical (the on-premise/self-hosted version is free) and well supported.

Bad: Not suitable for large organizations, some users mention that documentation could be improved.

Bottom Line: An open source, web-based business management system for small and medium businesses in professional services, health care, education, non-profit and agriculture that need to manage employee, customer and financial data but don't need to manage supply chain, inventory or product development.

Product Overview

ERPNext is an open-source enterprise resource planning (ERP) system aimed at small and medium-sized businesses. It helps companies with accounting, project and task management, sales, purchase, inventory, customer relationship management, administration, human resource management, manufacturing and more. This system is most suitable for businesses in the services, manufacturing, retail, distribution, healthcare, education, non-profit and agriculture sectors. ERPNext offers extensive functionality that’s integrated into a single platform for easy management.

The software features human resource management that allows users to create employee records, record expense claims and manage performance appraisals and payroll. The software also offers project management that allows users to create project tasks and assign them to employees.

With ERPNext, users can track the progress of their projects using a real-time Gantt Chart interface. ERPNext’s sales management tools enable users to track leads and opportunities as well as create price quotes. And users can send targeted emails to their leads and prospects.

Features

ERPNext’s features include:

Financial Accounting – This tool provides users with multi-book and consolidated financials, intercompany transactions, deferred revenue and bank statement upload capabilities.

Human Resources – This module includes payroll with configurable benefits and deductions, as well as leave management and the capability to track leave periods, employee lifecycle and more.

Customer Relationship Management – This feature helps companies track business opportunities from leads and customers, send them quotations and confirm sales orders.

Asset Management – Users can manage serialized assets and capital work-in-progress accounting, as well as track asset movement with this tool.

Marketplace – This feature lets users list products for free through the in-app marketplace platform and web portal, as well as communicate with buyers and sellers from inside ERPNext.

Framework Enhancements – This tool offers Python 3 support, facilitates user permissions with easy set up and maintenance, and helps users configure condition-based workflows with email approvals.

Target Market

ERPNext is most suitable for small, medium and large businesses in the services, manufacturing, retail, distribution, education, non-profit and agriculture sectors.

Companies using ERPNext include:

Sapcon Instruments
V3 Technologies
Office One
Eso Electronic
ElasticRun

Rohit Cutting Tools
Union Global
Zerodha
MahaOnline
National Engineering Services and Trading

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Implementation/Integration

ERPNext is designed for self-implementation, and most companies don’t need any help. However, the company provides videos and other resources to assist with the implementation process. ERPNext offers organizations that sign up for paid accounts one-on-one sessions with its support team to help configure the system.

ERPNext comes with built-in integrations for email, Dropbox, Shopify, REST API, WooCommerce and more.

Customer Service & Support

ERPNext functional support is aimed at companies looking for guaranteed support for their self-hosted ERPNext instances. The modes of support include email (preferred), chat, screen sharing and remote login.

All one-on-one sessions have to be prescheduled with the support team. ERPNext Cloud offers email-based priority support and bug-fix guarantee. Companies can also post questions on the ERPNext open-source community forum.

Pricing

ERPNext on-premise/self-hosted version is free and covers all modules, while the Managed Hosting plan starts at $50 per month.

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Shortcomings

ERPNext is not suitable for large organizations, and some users have mentioned that the documentation could be improved.

Screenshots

About

Rushabh Mehta, founder of ERPNext and Frappe, started the company in 2008 to distribute the ERP platform that he was configuring for his family business. In 2010, he named the project ERPNext and launched it on a software-as-a-service business model.

Encountering open-source development difficulties, Mehta moved from Google Code to GitHub in 2011. By 2012, the company had started positioning itself more as an open-source ERP and a year later, revamped its deployment architecture and gave out free virtual machines for users to evaluate and use. Today, the company has more than 1,000 people on its discussion forum and ERPNext is used by thousands of companies around the world.

Frappe is based in Mumbai, India.

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