ERPNext: Difference between revisions

ERPNext
	Home page
Original author(s)	Rushabh Mehta
Developer(s)	Frappe Technologies Pvt. Ltd. and Community
Initial release	2008; 17 years ago
Stable release	v14.29.1 / 5 July 2023; 17 months ago
Repository	https://github.com/frappe/erpnext
Written in	Python and JavaScript
Type	ERP, CRM, Accounting, Human Resource Management, Retail, Healthcare, Education
License	GPL-3.0-only
Website	erpnext.com

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ERPNext is a free and open-source integrated Enterprise resource planning (ERP) software developed by an Indian software company Frappe Technologies Pvt. Ltd.^[2]^[3] It is built on the MariaDB database system using Frappe, a Python based server-side framework.^[4]

ERPNext is a generic ERP software used by manufacturers, distributors and services companies. It includes modules like accounting, CRM, sales, purchasing, website, e-commerce, point of sale, manufacturing, warehouse, project management, inventory, and services. Also, it has domain specific modules like schools, healthcare, agriculture, and non-profit.^[5]

ERPNext is an alternative to NetSuite and QAD, and similar in function to Odoo (formerly OpenERP), Tryton and Openbravo. ERPNext was included in the ERP FrontRunners List by Gartner as a Pacesetters.^[6]

Core modules

ERPNext contains these modules:

Industry modules

Manufacturing - Manufacturing
Point of sale (POS) - Retail
Student Information system - Education
Hospital Information system - Healthcare^[7]
Agriculture Management - Agriculture
Nonprofit Organization - Non Profit

Software license

ERPNext is released under the GPL-3.0-only license. Consequently, ERPNext does not require license fees as opposed to proprietary ERP vendors. In addition, as long as the terms of the licenses are adhered to, modification of the program is possible.^[8]

Architecture

ERPNext has a Model-View-Controller architecture with metadata modeling tools that add flexibility for users to adapt the software to unique purposes without the need for programming. Some attributes of the architecture are:

All objects in the ERP are DocTypes (not to be confused with HTML DocTypes) and the Views are generated directly in the browser.
Client interacts with the server via JSON data objects on a Representational state transfer (RESTful) supporting server.
There is ability to plug-in (event driven) code on the client and server side.

The underlying web app framework is called "Frappe Framework" ^[9] and is maintained as a separate open source project. Frappe started as a web based metadata framework inspired from Protégé^[10] though it has evolved differently.

This architecture allows rapid application development (RAD).

Source code and documentation

ERPNext source code is hosted on GitHub,^[11] using the Git revision control system, and the contributions are also handled using GitHub.

A complete user manual is available at the project website.^[12]

Software as a service

ERPNext is available both on user hosting and as a Software as a service (SaaS) from their website.^[13] The product also received a funding of INR 10 crore ($1.3Million) from Zerodha and Rainmatter in June 2022.^[14]

Investment

In November 2020, Rainmatter incubator invested ₹10 crore ($1.3M) in Frappe Technologies PL, to support development of ERPNext, other open source products, and scaling plans.^[15]^[16]

Release History

Old version, no official support, community support only

Supported version

Future version

Version	Release Date/Month	Significant changes	Software license
1.0	June 2010	First release. ERPNext source code was (then) published on Google Code.	GNU GPL
2.0	July 2012		GNU GPL
3.0	April 2013		GNU GPL
4.0	February 2014	Introduced app architecture in Frappe Framework.	GNU GPL
5.0	19 May 2015^[17]	Improved UI, Item Variants, Print Format Builder, Sharing, Starring, Document Timelines, Multi-Currency accounting, Party model	GNU GPL
6.0	2 September 2015^[18]	ERPNext Schools, Calendar View for transactions, Doctype exports	GNU GPL
7.0	22 July 2016^[19]	Online/Offline POS, Asset Depreciation, Payment Entry, Timesheets, Dashboards, Editable grid, Quick Entry view, Smarter Lists	GNU GPL
8.0	30 March 2017^[20]	Global Search, Kanban View, Document Versioning, Delete and Restore, Email Inbox, Employee Loan, Enhanced POS, Multiple UOMs in Selling, Accrual system in Payroll, Custom Permissions, Customer Feedback, School Assessment Module ^[21]	GNU GPL
9.0	26 September 2017^[22]	Healthcare Domain, Subscription, School Fees Management, New Setup Wizard	GNU GPL
10.0	29 December 2017^[23]	Agriculture Domain, Non-profit Domain, Data Import upgrades, Employee Advance, Item Variant Enhancements	GNU GPL
11.0	10 December 2018	Multi-company consolidated financial statement, Payroll per Tax Declaration, Employee On-boarding and Off-boarding, Finance Book, CWIP Accounting, Staffing Plan, Inter-company Journal Entry, Exchange Rate Revaluation, Leave Policy, Conditional Workflows, Payroll and Accounting Period, Serialised Assets, Tax Withholding, Shift Plan, Budgeting in Material Request	GNU GPL
12.0	22 July 2019	Graphical Dashboard, Custom Report with Chart Builder, Postgres Support, Multi-select Field, Enhanced Website and Portal, Improved Pricing Rule, Accounting Dimensions, Invoice Discounting, BOM Explorer, Auto Attendance, Leave Ledger, Promotional Scheme, SLA, Email Campaign, Learning Management System, Quality Management System, Production Planning Enhancements, Project Template, New Desktop, Keyboard Navigation, Link Preview, Assignment Rule, Exotel Call Integration, Milestones, Auto Repeat, Document Follow, Energy Points, Google Contacts, PDF Encryption, Raw Printing, Web Form Refactor, Custom columns in report	GNU GPL
13.0	2020	Custom Desk, SLA on custom documents, Bootstrapped Dashboards for each module, In-patient module in Healthcare, Module Onboarding, Event streaming, Perpetual accounting for Services, Cancelling downstream transactions on single click, POS Invoicing, Production Forecast, Social Media post from ERPNext, India PF and PT calculation, Conditional Mandatory field, BOM and JV template, India GST reports	GNU GPL
14.0	1 August 2022 ^[24]	Customizable Workspaces, New Print Format Builder, new Subcontracting flow, Organisational Chart, Tab View in forms, Warehouse Management & Inventory Dimensions, Scrap management, Payment Ledger, KSA and Tanzania accounting, Asset Grouping and Splitting, Asset Capitalisation, Bulk Transaction Processing, better handling of multi-currency transactions	GNU GPL
15.0	10 September 2023	Multi-level BOM creator, Auto Currency Exchange Re-valuation, POS stock update in run-time, Financial Ratios report, Accounting Dimension Balancing, Asset Activity Tracking, Print Format Designer, Advance Payment in a separate Liability Account, PWA Mobile app for HR module, Stock reservation against Sales Order, Frappe Builder	GNU GPL

FOSS United

FOSS United (formerly ERPNext Open Source Software Foundation) is a non-for-profit organization. The goal of the foundation is to provide a platform for the FOSS community of India to come together and build open source applications.^[25] Foundation also organises various events like conference and code sprints.

References

^ ERPNext releases page
^ opensource.com, ERPNext among Top 9 open source ERP systems to consider
^ Zerodha’s investment fund pumps in ₹10 crore in an enterprise resource planning platform ERPNext^{[permanent dead link‍]}
^ frappe/frappe, Frappe, 2021-05-27, retrieved 2021-05-27
^ Capterra, Top 8 free and open source ERP
^ Software Advice, FrontRunners® for Enterprise Resource Planning, October 2017
^ frappe/healthcare, Frappe, 2022-01-22, retrieved 2022-01-28
^ ERPNext license
^ Frappe Framework
^ Protege
^ ERPNext repository
^ "ERPNext User Manual". Archived from the original on 2021-05-09. Retrieved 2021-02-28.
^ "ERPNext Pricing".
^ "Zerodha and Rainmatter Invests ₹10 crores". Retrieved June 6, 2022.
^ ""Zerodha-backed Rainmatter invests Rs 10 crore in ERPNext"". The Economic Times. Retrieved 2020-11-24.
^ ""Rainmatter Backs Enterprise Resource Planner ERPNext?"". 24 November 2020. Retrieved 2020-11-24.
^ "ERPNext Version 5 release log on Github
^ "ERPNext Version 6 release log on Github
^ "ERPNext Version 7 release log on Github
^ "ERPNext Version 8 release log on Github
^ "ERPNext Version 8 features^{[permanent dead link‍]}
^ "ERPNext Version 9 release log on Github
^ "ERPNext Version 10 release log on Github
^ "ERPNext Version 14 release log
^ "ERPNext Foundation Profile" on Zaubacorp

External links

Frappe/ERPNext GitHub Repo, GitHub, 16 October 2021.

[1] ERPNext releases page

[2] source.com, ERPNext among Top 9 open source ERP systems to consider

[3] Zerodha’s investment fund pumps in ₹10 crore in an enterprise resource planning platform ERPNext^{[permanent dead link‍]}

[4] frappe/frappe, Frappe, 2021-05-27, retrieved 2021-05-27

[5] Capterra, Top 8 free and open source ERP

[6] Software Advice, FrontRunners® for Enterprise Resource Planning, October 2017

[7] frappe/healthcare, Frappe, 2022-01-22, retrieved 2022-01-28

[8] ERPNext license

[9] Frappe Framework

[10] Protege

[11] ERPNext repository

[12] "ERPNext User Manual". Archived from the original on 2021-05-09. Retrieved 2021-02-28.

[13] "ERPNext Pricing".

[14] "Zerodha and Rainmatter Invests ₹10 crores". Retrieved June 6, 2022.

[15] ""Zerodha-backed Rainmatter invests Rs 10 crore in ERPNext"". The Economic Times. Retrieved 2020-11-24.

[16] ""Rainmatter Backs Enterprise Resource Planner ERPNext?"". 24 November 2020. Retrieved 2020-11-24.

[17] "ERPNext Version 5 release log on Github

[18] "ERPNext Version 6 release log on Github

[19] "ERPNext Version 7 release log on Github

[20] "ERPNext Version 8 release log on Github

[21] "ERPNext Version 8 features^{[permanent dead link‍]}

[22] "ERPNext Version 9 release log on Github

[23] "ERPNext Version 10 release log on Github

[24] "ERPNext Version 14 release log

[25] "ERPNext Foundation Profile" on Zaubacorp

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@@ Line 1: / Line 1: @@
-{{short description|Enterprise Resource Planning software}}
+{{Short description|Enterprise resource planning software}}
 {{Primary sources|date=November 2020}}
 {{Infobox software
 | name = ERPNext
-| logo = erpnext_logo.svg
+| logo = Erpnext (2).png
+| logo alt = ERPNext logo
-| screenshot = Erpnext7-desk-shot.png
+| screenshot = ERPNext accounts home page.png
-| caption =
+| caption = Home page
 | author = Rushabh Mehta
 | developer = Frappe Technologies Pvt. Ltd. and Community
 | released = {{Start date and age|2008|}}
-| latest release version = 13.20.1
+| latest release version = v14.29.1
-| latest release date = {{Start date and age|2022|02|11|df=yes}}<ref>[https://github.com/frappe/erpnext/releases ERPNext releases page]</ref>
+| latest release date = {{Start date and age|2023|07|05|df=yes}}<ref>[https://github.com/frappe/erpnext/releases ERPNext releases page]</ref>
 | repo = https://github.com/frappe/erpnext
 | programming language = [[Python (programming language)|Python]] and [[JavaScript]]
-| genre = [[Enterprise resource planning|ERP]], [[Customer relationship management|CRM]], [[Accounting software|Accounting]], [[Human resource management]], [[Retail]], [[Healthcare]], [[Education]]
+| genre = [[Enterprise resource planning|ERP]], [[Customer relationship management|CRM]], [[Accounting software|Accounting]], [[Human Resource Management]], [[Retail]], [[Healthcare]], [[Education]]
 | license = [[GNU General Public License|GPL-3.0-only]]
 | website = {{URL|https://erpnext.com/}}
 }}
-'''ERPNext''' is a [[free and open-source]] integrated [[Enterprise Resource Planning]] (ERP) software developed by Frappe Technologies Pvt. Ltd. and is built on [[MariaDB]] database system using Frappe, a [[Python (programming language)|Python]] based server-side framework.<ref>[https://opensource.com/tools/enterprise-resource-planning opensource.com, ERPNext among Top 9 open source ERP systems to consider]</ref>
+'''ERPNext''' is a [[free and open-source]] integrated [[Enterprise resource planning]] (ERP) software developed by an Indian software company Frappe Technologies Pvt. Ltd.<ref>[https://opensource.com/tools/enterprise-resource-planning opensource.com, ERPNext among Top 9 open source ERP systems to consider]</ref><ref>[https://www.businessinsider.in/business/startups/news/zerodha-investment-fund-pumps-in-10-crore-in-an-enterprise-resource-planning-platform-erpnext/articleshow/79385790.cms, Zerodha’s investment fund pumps in ₹10 crore in an enterprise resource planning platform ERPNext]{{Dead link|date=February 2024 |bot=InternetArchiveBot |fix-attempted=yes }}</ref> It is built on the [[MariaDB]] database system using Frappe, a [[Python (programming language)|Python]] based server-side framework.<ref>{{Citation|title=frappe/frappe|date=2021-05-27|url=https://github.com/frappe/frappe|publisher=Frappe|access-date=2021-05-27}}</ref>
-<ref>[https://www.businessinsider.in/business/startups/news/zerodha-investment-fund-pumps-in-10-crore-in-an-enterprise-resource-planning-platform-erpnext/articleshow/79385790.cms, Zerodha’s investment fund pumps in ₹10 crore in an enterprise resource planning platform ERPNext]</ref> <ref>{{Citation|title=frappe/frappe|date=2021-05-27|url=https://github.com/frappe/frappe|publisher=Frappe|access-date=2021-05-27}}</ref>
 ERPNext is a generic ERP software used by manufacturers, distributors and services companies. It includes modules like accounting, CRM, sales, purchasing, website, e-commerce, point of sale, manufacturing, warehouse, project management, inventory, and services. Also, it has domain specific modules like schools, healthcare, agriculture, and non-profit.<ref>[https://blog.capterra.com/free-open-source-erp-software Capterra, Top 8 free and open source ERP]</ref>
@@ Line 37: / Line 36: @@
 * [[Sales management]]
 * [[Warehouse management system]]
-*[[Website]]
+* [[Website]]
 == Industry modules ==
@@ Line 43: / Line 42: @@
 * [[Manufacturing]] - Manufacturing
 * [[Point of Sale|Point of sale (POS) - Retail]]
-* Student Information system - Education
+* Student Information system - [[gurutechexpert.com|Education]]
 * Hospital Information system - Healthcare<ref>{{Citation|title=frappe/healthcare|date=2022-01-22|url=https://github.com/frappe/healthcare|publisher=Frappe|access-date=2022-01-28}}</ref>
 * Agriculture Management - Agriculture
@@ Line 66: / Line 65: @@
 ERPNext [[source code]] is hosted on [[GitHub]],<ref>[https://github.com/frappe/erpnext ERPNext repository]</ref> using the [[Git (software)|Git]] [[revision control system]], and the contributions are also handled using GitHub.
-A complete user manual is available at the project website.<ref>[https://docs.erpnext.com/docs/user/ ERPNext User Manual]</ref>
+A complete user manual is available at the project website.<ref>{{Cite web |url=https://docs.erpnext.com/docs/user/ |title=ERPNext User Manual |access-date=2021-02-28 |archive-date=2021-05-09 |archive-url=https://web.archive.org/web/20210509041109/https://docs.erpnext.com/docs/user |url-status=dead }}</ref>
 ==Software as a service==
-ERPNext is available both on user hosting and as a [[Software as a service]] (SaaS) from their website.<ref>{{Cite web|url=https://erpnext.com/pricing|title=ERPNext Pricing}}</ref> The product also received a funding of INR 10 crore ($1.3Million) from Zerodha and Rainmatter in June 2022<ref>{{Cite web |title=Zerodha and Rainmatter Invests ₹10 crores |url=https://www.bestcheck.in/blog/zerodha-and-rainmatter-invests-%e2%82%b910-crores-in-an-enterprise-resource-planning-platform-erpnext/ |access-date=June 6, 2022}}</ref>.
+ERPNext is available both on user hosting and as a [[Software as a service]] (SaaS) from their website.<ref>{{Cite web|url=https://erpnext.com/pricing|title=ERPNext Pricing}}</ref> The product also received a funding of INR 10 crore ($1.3Million) from Zerodha and Rainmatter in June 2022.<ref>{{Cite web |title=Zerodha and Rainmatter Invests ₹10 crores |url=https://www.bestcheck.in/blog/zerodha-and-rainmatter-invests-%e2%82%b910-crores-in-an-enterprise-resource-planning-platform-erpnext/ |access-date=June 6, 2022}}</ref>
 ==Investment==
-In November 2020, Rainmatter incubator invested ₹10 crore ($1.3M) in Frappe Technologies PL, to support development of ERPNext, other open source products, and scaling plans.<ref>{{Cite news |url=https://economictimes.indiatimes.com/tech/funding/zerodha-backed-rainmatter-invests-rs-10-crore-in-erpnext/articleshow/79386008.cms|title="Zerodha-backed Rainmatter invests Rs 10 crore in ERPNext"|newspaper=The Economic Times|access-date=2020-11-24}}</ref>
+In November 2020, Rainmatter incubator invested ₹10 crore ($1.3M) in Frappe Technologies PL, to support development of ERPNext, other open source products, and scaling plans.<ref>{{Cite news |url=https://economictimes.indiatimes.com/tech/funding/zerodha-backed-rainmatter-invests-rs-10-crore-in-erpnext/articleshow/79386008.cms|title="Zerodha-backed Rainmatter invests Rs 10 crore in ERPNext"|newspaper=The Economic Times|access-date=2020-11-24}}</ref><ref>{{Cite web |url=https://www.vccircle.com/rainmatter-backs-enterprise-resource-planner-erpnext?|title="Rainmatter Backs Enterprise Resource Planner ERPNext?"|date=24 November 2020|access-date=2020-11-24}}</ref>
-<ref>{{Cite web |url=https://www.vccircle.com/rainmatter-backs-enterprise-resource-planner-erpnext?|title="Rainmatter Backs Enterprise Resource Planner ERPNext?"|date=24 November 2020|access-date=2020-11-24}}</ref>
-==Release history==
+==Release History==
 <div style="float:left">
@@ Line 127: / Line 125: @@
 | style="white-space:nowrap; text-align:center; background-color:#b8c2cc;"|8.0
 | style="white-space:nowrap;"|30 March 2017<ref>[https://github.com/frappe/erpnext/releases/tag/v8.0.0 "ERPNext Version 8 release log on Github]</ref>
-| Global Search, Kanban View, Document Versioning, Delete and Restore, Email Inbox, Employee Loan, Enhanced POS, Multiple UOMs in Selling, Accrual system in Payroll, Custom Permissions, Customer Feedback, School Assessment Module <ref>[https://frappe.io/erpnext-version-8 "ERPNext Version 8 features]</ref>
+| Global Search, Kanban View, Document Versioning, Delete and Restore, Email Inbox, Employee Loan, Enhanced POS, Multiple UOMs in Selling, Accrual system in Payroll, Custom Permissions, Customer Feedback, School Assessment Module <ref>[https://frappe.io/erpnext-version-8 "ERPNext Version 8 features]{{Dead link|date=February 2024 |bot=InternetArchiveBot |fix-attempted=yes }}</ref>
 | [[GNU General Public License|GNU GPL]]
 |-
@@ Line 135: / Line 133: @@
 | [[GNU General Public License|GNU GPL]]
 |-
-| style="white-space:nowrap; text-align:center; background-color:#7575ff;"|10.0
+| style="white-space:nowrap; text-align:center; background-color:#b8c2cc;"|10.0
 | style="white-space:nowrap;"| 29 December 2017<ref>[https://github.com/frappe/erpnext/releases/tag/v10.0.0 "ERPNext Version 10 release log on Github]</ref>
 | Agriculture Domain, Non-profit Domain, Data Import upgrades, Employee Advance, Item Variant Enhancements
 | [[GNU General Public License|GNU GPL]]
 |-
-| style="white-space:nowrap; text-align:center; background-color:#7575ff;"|11.0
+| style="white-space:nowrap; text-align:center; background-color:#b8c2cc;"|11.0
 | style="white-space:nowrap;"| 10 December 2018
 | Multi-company consolidated financial statement, Payroll per Tax Declaration, Employee On-boarding and Off-boarding, Finance Book, CWIP Accounting, Staffing Plan, Inter-company Journal Entry, Exchange Rate Revaluation, Leave Policy, Conditional Workflows, Payroll and Accounting Period, Serialised Assets, Tax Withholding, Shift Plan, Budgeting in Material Request
 | [[GNU General Public License|GNU GPL]]
 |-
-| style="white-space:nowrap; text-align:center; background-color:#7575ff;"|12.0
+| style="white-space:nowrap; text-align:center; background-color:#b8c2cc;"|12.0
 | style="white-space:nowrap;"| 22 July 2019
 | Graphical Dashboard, Custom Report with Chart Builder, Postgres Support, Multi-select Field, Enhanced Website and Portal, Improved Pricing Rule, Accounting Dimensions, Invoice Discounting, BOM Explorer, Auto Attendance, Leave Ledger, Promotional Scheme, SLA, Email Campaign, Learning Management System, Quality Management System, Production Planning Enhancements, Project Template, New Desktop, Keyboard Navigation, Link Preview, Assignment Rule, Exotel Call Integration, Milestones, Auto Repeat, Document Follow, Energy Points, Google Contacts, PDF Encryption, Raw Printing, Web Form Refactor, Custom columns in report
@@ Line 153: / Line 151: @@
 | style="white-space:nowrap;"| 2020
 |Custom Desk, SLA on custom documents, Bootstrapped Dashboards for each module, In-patient module in Healthcare, Module Onboarding, Event streaming, Perpetual accounting for Services, Cancelling downstream transactions on single click, POS Invoicing, Production Forecast, Social Media post from ERPNext, India PF and PT calculation, Conditional Mandatory field, BOM and JV template, India GST reports
+|[[GNU General Public License|GNU GPL]]
+|-
+| style="white-space:nowrap; text-align:center; background-color:#7575ff;"|14.0
+| style="white-space:nowrap;"| 1 August 2022 <ref>[https://erpnext.com/version-14 "ERPNext Version 14 release log]</ref>
+|Customizable Workspaces, New Print Format Builder, new Subcontracting flow, Organisational Chart, Tab View in forms, Warehouse Management & Inventory Dimensions, Scrap management, Payment Ledger, KSA and Tanzania accounting, Asset Grouping and Splitting, Asset Capitalisation, Bulk Transaction Processing, better handling of multi-currency transactions
+|[[GNU General Public License|GNU GPL]]
+|-
+| style="white-space:nowrap; text-align:center; background-color:#7575ff;"|15.0
+| style="white-space:nowrap;"| 10 September 2023
+|Multi-level BOM creator, Auto Currency Exchange Re-valuation, POS stock update in run-time, Financial Ratios report, Accounting Dimension Balancing, Asset Activity Tracking, Print Format Designer, Advance Payment in a separate Liability Account, PWA Mobile app for HR module, Stock reservation against Sales Order, Frappe Builder
 |[[GNU General Public License|GNU GPL]]
 |}
 == FOSS United ==
-FOSS United (formerly ERPNext Open Source Software Foundation) is a non-for-profit organization. The goal of the foundation is to provide a platform for the FOSS community of India to come together and build open source applications.
+FOSS United (formerly ERPNext Open Source Software Foundation) is a non-for-profit organization. The goal of the foundation is to provide a platform for the FOSS community of India to come together and build open source applications.<ref>[https://www.zaubacorp.com/company/ERPNEXT-OPEN-SOURCE-SOFTWARE-FOUNDATION/U74999MH2016NPL288653 "ERPNext Foundation Profile" on Zaubacorp]</ref> Foundation also organises various events like conference and code sprints.
-<ref>[https://www.zaubacorp.com/company/ERPNEXT-OPEN-SOURCE-SOFTWARE-FOUNDATION/U74999MH2016NPL288653 "ERPNext Foundation Profile" on Zaubacorp]</ref> Foundation also organises various events like conference and code sprints.
 ==See also==

v t e ERP software
List of ERP software packages
Commercial	Acumatica Eclipse ERP Certinia JD Edwards Enterprise One Microsoft Dynamics 365 NetSuite Oracle ERP Cloud Oracle Applications Sage 300 Sage X3 SAP Business One SAP ERP (SAP S/4HANA) Tally.ERP 9 Traverse Unit4 Business World MetaERP
Open-source	Adaxa Suite Adempiere Apache OFBiz Compiere Dolibarr ERP5 ERPNext GNU Enterprise HeliumV iDempiere inoERP IntarS Kuali LedgerSMB metasfresh Odoo Openbravo ERP Postbooks Tryton
Category