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ERPNext Open Day - September 2015

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Anand Doshi
Anand Doshi

This document provides summaries of tasks and projects from September 2015, including: 1. Tracking of asynchronous tasks and improving management of abandoned tasks. 2. Development of a document management system using standard list views and files. 3. Cleanup of the shopping cart code and settings to simplify the interface and use templating. 4. Various sessions conducted to demonstrate ERPNext and help with customizations for customers in different industries.

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Open Day September 2015 Rushabh Mehta
Tracker for Async Tasks
Status and details of tasks executed
Tracking Async Tasks • Poor visibility of background tasks • Learning: Async task is not ideal for UI driven tasks as there is no guarantee when it will be executed. • Too many queues (scheduler, async) • Abandoned, needs better management
Document Management System
Document Management System • Using Standard List Views • Each document becomes a File • Paired with Saurabh • Pending • Private Files
Shopping Cart Cleanup
Cart View (now fully server-side)
Cleaned up lists
Templated order view
Issue list cleanup
Web Form cleanup
Simplified Shopping Cart Settings
Shopping Cart Cleanup • Code cleanup • Shopping cart settings cleanup (with Anand) • Cart is now via template (jinja) not js • Pending • Variants • Testing
General • Not able to focus on #1 problem. Onboarding • Too many things happening. • Forums taking too much time. Not able to focus on GitHub Issues • Getting in over-promise state • ICAI - Fail • Recruitment • Content Writer (some success) • Naukri - Fail
Thanks!
SEPT 2015 Umair Sayyed
NEW CUSTOMERS 0 7.5 15 22.5 30 Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept 2014-15 2013-14 2012-13 10
RENEWALS 0 7.5 15 22.5 30 Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept 2014-15 2013-14 2012-13 19
TRIALS 0 450 900 1350 1800 Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept 2014-15 2013-14 2012-13 951
SUPPORT TICKET 0 175 350 525 700 Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept 2014-15 2013-14 2012-13 355
FORUM 0 400 800 1200 1600 Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept 2014-15 2013-14 2012-13 1566
MANUAL Updated videos and manual pages
SESSIONS
SESSIONS Gani Khan Institute of Engineering and Technology, West Bengal
 Prof. Gopal and Subrata
 
 Looking ERP for education institute. Interested in contributing their know-how for supporting development of ERP for Education. Also open to recommend ERPNext to government organization for adoption in govt. education institutes. Tan Delta, United Kingdom
 Shaun Stancliffe
 
 Conducted online session to help in customization of Quality Management within Time Log. Subscribed for paid development.
SESSIONS 5Ps Marketing and Advertising, Qatar
 Ahsan Raza
 
 Using feature list project management, sub-contracting and workflows. Helped him setup permission rules to restrict access of user based on assignment. Varam, India
 Sabreesh
 
 Varam Group has four companies, into various segments. They need ERP solution to manage their manufacturing and sub-contracting transactions.
SESSIONS New Life Fertility, Canada
 David Achkar
 
 Medical services provider, looking for ERP to track profitability of various locations and departments (like medical services, pathology, medical etc.) Mukund Overseas, India
 Prashant Khopar
 
 Discussion on how drop shipping transactions should be managed in ERPNext. Click here to learn more about it.
SESSIONS Texas Flanges, USA
 Jeff Barnett
 
 Was looking for solution to manage drop shipping transaction. Also needed report for profitability for each drop-shipping order, based on item’s sales and purchase value in Sales Order and Purchase Order respectively. Since this feature was not available then, they have dropped evaluation of ERPNext for now. ICAI, India
 Mayur Jain
 
 Gave a detailed demonstration of ERPNext, so that they could take a call for spreading a word about ERPNext Conference.
SESSIONS Home Lane, India
 Prashant
 
 A furniture manufacturing company, evaluating ERP to manage sales, projects and sub-contracting transaction. Euro Steel, India
 Sujata Nangare 
 A furniture manufacturing company, trying manufacturing and other core modules. Evaluating ERPNext for 2 months from now.
SESSIONS Anwesa, Technical Writer (Welcome!)
 
 Briefed her on Human Resource module. The Bazaar, Nigeria
 Jiten 
 A super market chain in Nigeria, looking for ERP solution to manage POS sales (online/offline) and loyalty program management. Suggested paid development for loyalty program system.
SESSIONS ICICI, India They need ERP solution to automating authorisation process of payables. Also considering ERPNext for smaller companies associated with ERPNext. Interested in ERP for education as well.
TESTIMONIALS Thanks so much for your time earlier. Like I said I did my masters dissertation on implementation of ERP systems. I have in my past done 5 implementations and your support today is the best I have ever had, combined with the easiest system to use that I have ever seen. If you would like a reference of any sort please ask and I will gladly promote you and your software - Tan Delta, Shaun
TESTIMONIALS First, congratulations for the great job you have done till now. As far as I know, there are many ERP projects declared as open source, but very few of them are really open. Vast majority ERP providers treats open source primarily as marketing force, but not as development force. From what I saw ERPNext doing open source the right way: 1. It publishes all features transparent and open source. 2. Every aspect of development is tracked through forums, manuals and web site. I hope that you are going to continue your great work on this principles. - Ernad, Bosnia
TESTIMONIALS From past 1 year eCommerce is spreading very fast, and I have to change my business strategy from wholesale to retail, so now I am looking for pos features like customer loyalty systems,coupon,gift cards, bar code label printing and also eCommerce integration for my prestashop. Currently I am using HDPOS Software so I am not using my erpnext since long time now. - Laxsun, Mohit Chaudhary
TESTIMONIALS Click here to learn about experience on ex-Oodo Users (formerly known as OpenERP) users.
THANK YOU
OPENDAY FRAPPÉ / ERPNEXT SEPTEMBER 2015 | ANAND DOSHI
CCIN COMMUNICATION
PERMISSIONS If no User Permission is found, 
 the results are restricted, 
 unless Ignore User Permissions If Missing
 is checked in Setup > Settings > System Settings
FIXES Improved Security
 PDF Rendering, Custom Fields as Fixtures 
 Multi-Currency, Payment Tool, Reconciliation
 Realtime for Emails and Messages
 Mandrill Integration
 “%” in Name breaking Search
 Sales Team editable after submit
THANKS@ANANDPDOSHI
OPEN DAY September 2015 Nabin Hait
Multi Currency Accounting Finally released!
Multi Currency Accounting Exchange Rate in Journal Entry Accounts table Get average exchange rate in case of bank transfer Reports based on multi-currency Added test cases Updated manual
Trial Balance for Party
Target Warehouse in Delivery Note Sponsored by Startrack
Fixes Planned Qty logic fixed and reposted for existing Fetch outstanding invoices in Payment Reconciliation / Payment Tool Check credit limit in DN / Sales Invoice, only if not created against SO Clear notification count while deleting company transactions Gross Profit report should not include return entries Bank Reconciliation Statement in account currency Fix invoice outstanding where party missing
Thanks
Open Day
Document Management System (DMS) ❖ Implement basic functionality Copying files from one location to another in DMS. ❖ Test cases and minor fixes for DMS.
Tax Rule for Shopping Cart ❖ Removed tax template selection from Shopping Cart Settings ❖ Now, system will fetch taxes from applicable tax rule ❖ At least one tax rule should be marked for Shopping Cart, while enabling Shopping Cart
Before Now
Shopify - ERPNext Connector
Ways to Interact with Shopify ❖ Public App : ❖ Based on Auth connection ❖ User can access app via Shopify App Store
Ways to Interact with Shopify ❖ Private App : ❖ From App create shopify private app ❖ Set api key and password in erpnext Shopify private App ERPNext settings page
–Saurabh Palande Thank You

More Related Content

ERPNext Open Day - September 2015

  • 3. Status and details of tasks executed
  • 4. Tracking Async Tasks • Poor visibility of background tasks • Learning: Async task is not ideal for UI driven tasks as there is no guarantee when it will be executed. • Too many queues (scheduler, async) • Abandoned, needs better management
  • 6. Document Management System • Using Standard List Views • Each document becomes a File • Paired with Saurabh • Pending • Private Files
  • 8. Cart View (now fully server-side)
  • 14. Shopping Cart Cleanup • Code cleanup • Shopping cart settings cleanup (with Anand) • Cart is now via template (jinja) not js • Pending • Variants • Testing
  • 15. General • Not able to focus on #1 problem. Onboarding • Too many things happening. • Forums taking too much time. Not able to focus on GitHub Issues • Getting in over-promise state • ICAI - Fail • Recruitment • Content Writer (some success) • Naukri - Fail
  • 18. NEW CUSTOMERS 0 7.5 15 22.5 30 Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept 2014-15 2013-14 2012-13 10
  • 19. RENEWALS 0 7.5 15 22.5 30 Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept 2014-15 2013-14 2012-13 19
  • 20. TRIALS 0 450 900 1350 1800 Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept 2014-15 2013-14 2012-13 951
  • 21. SUPPORT TICKET 0 175 350 525 700 Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept 2014-15 2013-14 2012-13 355
  • 22. FORUM 0 400 800 1200 1600 Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept 2014-15 2013-14 2012-13 1566
  • 25. SESSIONS Gani Khan Institute of Engineering and Technology, West Bengal
 Prof. Gopal and Subrata
 
 Looking ERP for education institute. Interested in contributing their know-how for supporting development of ERP for Education. Also open to recommend ERPNext to government organization for adoption in govt. education institutes. Tan Delta, United Kingdom
 Shaun Stancliffe
 
 Conducted online session to help in customization of Quality Management within Time Log. Subscribed for paid development.
  • 26. SESSIONS 5Ps Marketing and Advertising, Qatar
 Ahsan Raza
 
 Using feature list project management, sub-contracting and workflows. Helped him setup permission rules to restrict access of user based on assignment. Varam, India
 Sabreesh
 
 Varam Group has four companies, into various segments. They need ERP solution to manage their manufacturing and sub-contracting transactions.
  • 27. SESSIONS New Life Fertility, Canada
 David Achkar
 
 Medical services provider, looking for ERP to track profitability of various locations and departments (like medical services, pathology, medical etc.) Mukund Overseas, India
 Prashant Khopar
 
 Discussion on how drop shipping transactions should be managed in ERPNext. Click here to learn more about it.
  • 28. SESSIONS Texas Flanges, USA
 Jeff Barnett
 
 Was looking for solution to manage drop shipping transaction. Also needed report for profitability for each drop-shipping order, based on item’s sales and purchase value in Sales Order and Purchase Order respectively. Since this feature was not available then, they have dropped evaluation of ERPNext for now. ICAI, India
 Mayur Jain
 
 Gave a detailed demonstration of ERPNext, so that they could take a call for spreading a word about ERPNext Conference.
  • 29. SESSIONS Home Lane, India
 Prashant
 
 A furniture manufacturing company, evaluating ERP to manage sales, projects and sub-contracting transaction. Euro Steel, India
 Sujata Nangare 
 A furniture manufacturing company, trying manufacturing and other core modules. Evaluating ERPNext for 2 months from now.
  • 30. SESSIONS Anwesa, Technical Writer (Welcome!)
 
 Briefed her on Human Resource module. The Bazaar, Nigeria
 Jiten 
 A super market chain in Nigeria, looking for ERP solution to manage POS sales (online/offline) and loyalty program management. Suggested paid development for loyalty program system.
  • 31. SESSIONS ICICI, India They need ERP solution to automating authorisation process of payables. Also considering ERPNext for smaller companies associated with ERPNext. Interested in ERP for education as well.
  • 32. TESTIMONIALS Thanks so much for your time earlier. Like I said I did my masters dissertation on implementation of ERP systems. I have in my past done 5 implementations and your support today is the best I have ever had, combined with the easiest system to use that I have ever seen. If you would like a reference of any sort please ask and I will gladly promote you and your software - Tan Delta, Shaun
  • 33. TESTIMONIALS First, congratulations for the great job you have done till now. As far as I know, there are many ERP projects declared as open source, but very few of them are really open. Vast majority ERP providers treats open source primarily as marketing force, but not as development force. From what I saw ERPNext doing open source the right way: 1. It publishes all features transparent and open source. 2. Every aspect of development is tracked through forums, manuals and web site. I hope that you are going to continue your great work on this principles. - Ernad, Bosnia
  • 34. TESTIMONIALS From past 1 year eCommerce is spreading very fast, and I have to change my business strategy from wholesale to retail, so now I am looking for pos features like customer loyalty systems,coupon,gift cards, bar code label printing and also eCommerce integration for my prestashop. Currently I am using HDPOS Software so I am not using my erpnext since long time now. - Laxsun, Mohit Chaudhary
  • 35. TESTIMONIALS Click here to learn about experience on ex-Oodo Users (formerly known as OpenERP) users.
  • 39. PERMISSIONS If no User Permission is found, 
 the results are restricted, 
 unless Ignore User Permissions If Missing
 is checked in Setup > Settings > System Settings
  • 40. FIXES Improved Security
 PDF Rendering, Custom Fields as Fixtures 
 Multi-Currency, Payment Tool, Reconciliation
 Realtime for Emails and Messages
 Mandrill Integration
 “%” in Name breaking Search
 Sales Team editable after submit
  • 44. Multi Currency Accounting Exchange Rate in Journal Entry Accounts table Get average exchange rate in case of bank transfer Reports based on multi-currency Added test cases Updated manual
  • 46. Target Warehouse in Delivery Note Sponsored by Startrack
  • 47. Fixes Planned Qty logic fixed and reposted for existing Fetch outstanding invoices in Payment Reconciliation / Payment Tool Check credit limit in DN / Sales Invoice, only if not created against SO Clear notification count while deleting company transactions Gross Profit report should not include return entries Bank Reconciliation Statement in account currency Fix invoice outstanding where party missing
  • 50. Document Management System (DMS) ❖ Implement basic functionality Copying files from one location to another in DMS. ❖ Test cases and minor fixes for DMS.
  • 51. Tax Rule for Shopping Cart ❖ Removed tax template selection from Shopping Cart Settings ❖ Now, system will fetch taxes from applicable tax rule ❖ At least one tax rule should be marked for Shopping Cart, while enabling Shopping Cart
  • 53. Shopify - ERPNext Connector
  • 54. Ways to Interact with Shopify ❖ Public App : ❖ Based on Auth connection ❖ User can access app via Shopify App Store
  • 55. Ways to Interact with Shopify ❖ Private App : ❖ From App create shopify private app ❖ Set api key and password in erpnext Shopify private App ERPNext settings page