ERPNext Features

ERPNext

Open Source ERP Built For The Web

4.65/5 (71 reviews)

ERPNext Feature Summary

  • Completely web based
  • invoicing, payments
  • managing sales and sales teams
  • purchasing, inventory
  • tasks, payroll with email, SMS

Competitor Feature Comparison

@mentions
API
Account Reconciliation
Accounting Management
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Asset Lifecycle Management
Asset Management
Assignment Management
Attendance Management
Attendance Tracking
Automatic Backup
Automatic Notifications
Balance Sheet
Bank Reconciliation
Barcode Generation
Barcode Printing
Barcode Scanning
Barcode Support
Batch Processing
Bill of Material Analysis
Billable Hours Tracking
Billing & Invoicing
Bills of Material
Budget Control
Budgeting
Built-In Database
Calendar Management
Calendar Sync with Google
Campaign Management
Cash Flow Management
Chat
Client Portal
Commenting
Communication Management
Configurable Workflow
Contact Database
Contact Management
Custom Fields
Custom Forms
Customer Database
Customer History
Customizable Reporting
Dashboard Creation
Data Capture and Transfer
Data Filtering
Data Import
Data Import/Export
Data Migration
Data Visualization
Document Management
Document Storage
Email Alerts
Email Integration
Email Notifications
Email Templates
Employee Database
Employee Onboarding
Event Calendar
Filtered Views
Forms Management
Gamification
History Tracking
Inventory Management
Inventory Replenishment
Inventory Tracking
Invoice Management
Invoice Processing
Job Costing
Job Tracking
Lead Assignment
Lead Capture
Lead Management
Multi-Campaign
Multi-Channel Communication
Multi-Country
Multi-Currency
Multi-Department / Project
Multi-Language
Opportunity Management
Partial Payments
Payroll Management
Production Tracking
Project Accounting
Project Budgeting
Project Management
Purchase Order Management
Purchasing Management
Quote Management
Real Time Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Real Time Updates
Recurring Billing
Recurring Tasks
Reminders
Reporting & Statistics
Resume Database
Role-Based Permissions
SMS Integration
SSL Security
Sales Analytics
Sales Orders
Sales Reporting
Sales Tax Management
Sales Tracking
Search Functionality
Support Ticket Tracking
Tagging
Talent Acquisition
Task Management
Task Planning
Task Scheduling
Task Tracking
Third Party Integration
Time & Expense Tracking
Timesheets
To-Do List
Training Management
Transaction History
Two-Factor Authentication
User Management
Vendor Management
Version Control
WYSIWYG Editor
Warehouse Management
Web Forms
Website Management
Work Order Management
Workflow Management
Workstation Tracking
eCommerce Integration
Learn moreCompare App
@mentions
API
Account Reconciliation
Accounting Management
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Asset Lifecycle Management
Asset Management
Assignment Management
Attendance Management
Attendance Tracking
Automatic Backup
Automatic Notifications
Balance Sheet
Bank Reconciliation
Barcode Generation
Barcode Printing
Barcode Scanning
Barcode Support
Batch Processing
Bill of Material Analysis
Billable Hours Tracking
Billing & Invoicing
Bills of Material
Budget Control
Budgeting
Built-In Database
Calendar Management
Calendar Sync with Google
Campaign Management
Cash Flow Management
Chat
Client Portal
Commenting
Communication Management
Configurable Workflow
Contact Database
Contact Management
Custom Fields
Custom Forms
Customer Database
Customer History
Customizable Reporting
Dashboard Creation
Data Capture and Transfer
Data Filtering
Data Import
Data Import/Export
Data Migration
Data Visualization
Document Management
Document Storage
Email Alerts
Email Integration
Email Notifications
Email Templates
Employee Database
Employee Onboarding
Event Calendar
Filtered Views
Forms Management
Gamification
History Tracking
Inventory Management
Inventory Replenishment
Inventory Tracking
Invoice Management
Invoice Processing
Job Costing
Job Tracking
Lead Assignment
Lead Capture
Lead Management
Multi-Campaign
Multi-Channel Communication
Multi-Country
Multi-Currency
Multi-Department / Project
Multi-Language
Opportunity Management
Partial Payments
Payroll Management
Production Tracking
Project Accounting
Project Budgeting
Project Management
Purchase Order Management
Purchasing Management
Quote Management
Real Time Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Real Time Updates
Recurring Billing
Recurring Tasks
Reminders
Reporting & Statistics
Resume Database
Role-Based Permissions
SMS Integration
SSL Security
Sales Analytics
Sales Orders
Sales Reporting
Sales Tax Management
Sales Tracking
Search Functionality
Support Ticket Tracking
Tagging
Talent Acquisition
Task Management
Task Planning
Task Scheduling
Task Tracking
Third Party Integration
Time & Expense Tracking
Timesheets
To-Do List
Training Management
Transaction History
Two-Factor Authentication
User Management
Vendor Management
Version Control
WYSIWYG Editor
Warehouse Management
Web Forms
Website Management
Work Order Management
Workflow Management
Workstation Tracking
eCommerce Integration
Learn moreCompare App
@mentions
API
Account Reconciliation
Accounting Management
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Asset Lifecycle Management
Asset Management
Assignment Management
Attendance Management
Attendance Tracking
Automatic Backup
Automatic Notifications
Balance Sheet
Bank Reconciliation
Barcode Generation
Barcode Printing
Barcode Scanning
Barcode Support
Batch Processing
Bill of Material Analysis
Billable Hours Tracking
Billing & Invoicing
Bills of Material
Budget Control
Budgeting
Built-In Database
Calendar Management
Calendar Sync with Google
Campaign Management
Cash Flow Management
Chat
Client Portal
Commenting
Communication Management
Configurable Workflow
Contact Database
Contact Management
Custom Fields
Custom Forms
Customer Database
Customer History
Customizable Reporting
Dashboard Creation
Data Capture and Transfer
Data Filtering
Data Import
Data Import/Export
Data Migration
Data Visualization
Document Management
Document Storage
Email Alerts
Email Integration
Email Notifications
Email Templates
Employee Database
Employee Onboarding
Event Calendar
Filtered Views
Forms Management
Gamification
History Tracking
Inventory Management
Inventory Replenishment
Inventory Tracking
Invoice Management
Invoice Processing
Job Costing
Job Tracking
Lead Assignment
Lead Capture
Lead Management
Multi-Campaign
Multi-Channel Communication
Multi-Country
Multi-Currency
Multi-Department / Project
Multi-Language
Opportunity Management
Partial Payments
Payroll Management
Production Tracking
Project Accounting
Project Budgeting
Project Management
Purchase Order Management
Purchasing Management
Quote Management
Real Time Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Real Time Updates
Recurring Billing
Recurring Tasks
Reminders
Reporting & Statistics
Resume Database
Role-Based Permissions
SMS Integration
SSL Security
Sales Analytics
Sales Orders
Sales Reporting
Sales Tax Management
Sales Tracking
Search Functionality
Support Ticket Tracking
Tagging
Talent Acquisition
Task Management
Task Planning
Task Scheduling
Task Tracking
Third Party Integration
Time & Expense Tracking
Timesheets
To-Do List
Training Management
Transaction History
Two-Factor Authentication
User Management
Vendor Management
Version Control
WYSIWYG Editor
Warehouse Management
Web Forms
Website Management
Work Order Management
Workflow Management
Workstation Tracking
eCommerce Integration
Learn moreCompare App

Mobile apps

iOS App


10 reviews

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


231 reviews

ERPNext Feature Reviews

25 reviewers had the following to say about ERPNext's features:

Deepak Gupta

Verified Reviewer

No Nonsense ERP

2017-11-01

Pros

Ease of use and codeless customization Easy report builder Value for money Good look and feel Works well on any device

Cons

Complex Setup for Roles and Permission Management Needs a knowledgeable in house resource for a good implementation

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: GetApp
Helpful?   Yes   No
Read more
Faraz Ahmed

Awesome Open Source Project

2017-08-03

Pros

Ease of use, Simple Interface, Customizable, Awesome Community, APIs available.

Cons

Still it's open so yet customizable indeed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Riyas Rawther

Wow... the best ERP system available

2017-12-19

Even though we can spend 250K AED for this project non of them could helped me to do field sales from a mobile or tablet.

Pros

Open-source, Custom Script, inventory, serial number tracking, email alert, Custom fields, reporting, sales, purchase, web view, mobile application, history of every transactions, easy to setup, growing community

Cons

Need more community members to provide sample scripts like stackoverflow. Now on the community very few people are posting how they solved their issue.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
Partner Coordinator (Business Supplies and Equipment company, 11-50 employees)
Verified Reviewer

Launched as a free open source platform, quickly monetized.

2017-10-10

Pros

Basic CRM was ok, all the basics were there including some basic inventory management and shipping tools.

Cons

The platform out of the box is very inflexible and at the time of testing many touted features simply were not present or did not behave as advertised.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

0/10
Source: GetApp
Helpful?   Yes   No
Read more
Dhananjay Palshikar

Well designed, easy to use ERP and surprisingly easy to customize

2017-11-13

Better purchase, inventory and production management.

Pros

- Based on the Frappe framework, it makes it easily customizable - Neat and responsive UI - Great for manufacturing with Multilevel BOMs, managing multiple production departments - No vendor lock in.

Cons

ERPNext user manuals should cover more number of use-cases. They typically cover the standard use-case. Compared to products like Tally or SAP awareness of ERPNext in India is still low, end-user confidence and acceptance has to be essentially be established with trials.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Pradeep Rathi

Verified Reviewer

Probably most powerful software ever made

2018-06-16

Pros

- Extremely flexible engine. You can define any process in the world without knowing any programming. My team which has implemented this does not know programming at all. We were able to manage entire implementation only through customisations. - Doctype concept they have used is extremely powerful and flexible. - Quite a detailed documentation with ample videos and webinars (also available on youtube). - Extremely strong accounting background. - Same can be used for as many user roles you want. Can be used by start-ups as well large organisations.

Cons

- Bank integration missing - Scope for improvement on CRM like Zoho.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
(Health, Wellness and Fitness company, 11-50 employees)

Free and Open Source ERP SOlution

2018-10-16

We were having problem with out of box CRM solutions, so we used ERP next and customized it to suit our requirement

Pros

We were really impressed by the comprehensiveness [Modules include Accounting, CRM, Inventory Management, Sales, Purchasing, Projects.

Cons

Integration with legacy systems requires complex technical expertise

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Mike Duncombe

Easy to implement, easy to use

2017-04-27

We are a small software and service company and only wanted software to support the main business flow: quotation, order, project, invoice and found ERPNext could easily be customised to meet our needs almost exactly with judicious use of workflow customisation and form customisation.

Pros

Easy workflow customisation, implement web version with low technical skill, easy screen and form customisation, cheap enough to use just the features you want and ignore the rest, support is responsive

Cons

Use of HTML for to format printed documents is awkward (difficult to format to include in MS-Word etc), documentation is not great

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Tom Ssemwogerere

Verified Reviewer

ERPNext best Open source ERP

2020-03-06

The community take long to respond

Pros

Integrations is simple and easy.

Cons

The reports are not good.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No
Read more
AUbdullah Munim

Awesome ERP

2017-02-27

Very much user friendly and easily customizable ERP solution i have ever seen.

Pros

Easy to setup in linux and easy to operate, Multilingual, multi tenant and nice UI. Very helpful doctype

Cons

Young in ERP industries, That's why lack of feature, as their feature adding trend is high, they don't need much time to be robust in feature.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Polite Chinwike

ERPNEXT is a very good open source erp system

2018-11-06

ERPNEXT is good but slows down a lot when running locally on a window device

Pros

The reporting system, virtually any report can be generated, it's user-friendly and gives you full control of the software

Cons

The software slows down most times, the offline sysnchronization time is slow, and also its still lacks a lot of features

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Muhammad Sultan

RND Engineering Pvt Ltd

2019-05-06

Easy to Use. not more complex not Costly

Pros

1.Reporting is very useful for decision making.

Cons

1.Help in budgeting and forecasting for company/

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Donna Roley

ERPNext

2019-03-27

I have been using ERPNext in my business very effectively to track inventory (and serial numbers) across multiple warehouses.

Pros

The Team is constantly improving this software and listening to their user base. I can almost always find an answer to my questions in the community forums. I look forward to new features.

Cons

Some functions are designed to address specific needs in foreign countries.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Mudssar Adrees

ERPnext for small business

2020-05-16

Overall my industry used it a few years, because it is not good for large manufacturing industry ,we recorded our transaaction data, which was reliable method and good form while importing and uploading to another ERP. useful for small business and tacts.

Pros

Open source, any feature can be customized, valid and complete devolpment documentation is available, easy in use, remotely access. easy installations.

Cons

All modules are not pre build, very complex and tough work to build and integrate with other module, either its documentation is available but still a special dedicated devolper is required to run and customize process, less controlling over transactions. like approvals etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Andrew Togniolo

ERPNext: Competitive Advantage package for a Small Business

2017-02-10

With this comprehensive package everybody internally and externally can interact and add information to allow better communication, reporting and supervision. Data is live and helps avoiding to duplicate, triplicate, same information into different documents.

Pros

Easy to use, open source

Cons

Some functionalities are not ready yet, but with the community support, contributions will fill the gap quickly

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Adrian Schmid

Wonderful ERP System with automated updates

2015-10-12

ERP Next installs easily on any cloud or local server and has with its developer friendly (version 4+), nice design (version 5+) and real-time multiuser transaction handling with node.js (version 6+) come with many apps for purchasing, production, sales, crm, invoicing and accounting including a full-featured pos system for any cash register in any gastronomical enterprise.

Rating breakdown

Ease of use
Customer support
Source: Capterra
1 of 1 people found this review helpful
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

ERP Next has overwhelmingly lot of features tied together in single product

2018-04-29

ERP with Nice UI/UX compared to other ERP products

Pros

Lot of features in one product, very nice User interface and UX, modern looking interface, creating records between screens is easy

Cons

Big learning curve needed, all features of completely different product tied i none product mixed together, could have been made as multiple products, no app

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
Read more
Inderneel Advani

Thanks very much from Ind- Aust !!

2019-09-06

WE ARE MANAGING OUR PROJECTS ON ERPNEXT AND THE FEATURES ARE AWESOME

Pros

Great features, bug free , error free, can easily customise

Cons

The notifications can be improved. Improve UI

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
( company, 1001-5000 employees)

strong community, very flexible! can even be used immediately without customisation.

2018-07-27

i got to implement and help others.

Pros

have all the things that you can expect for an ERP - CRM - HR - Item/Inventory - manufacturing you can even customize flow without touching the code you can build your own application, and integrate easily to your ERP strong, strong community

Cons

tricky for big company due to the nature of those company - taxation is different for IPO-ed company - consolidation for multiple company (this can be done, just a bit tricky) documentations and how to used documentation can be improved.  more use case implementation. e.g - demo implementation for retail company - for manufacturing company with their specific flow

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

A complete Business process solution an SME or Startup can imagine.

2018-03-20

Its give me a freedom to take this wonderful product to any segment of client right from early-stage startup to Growing SME.

Pros

The Ease of use, compared to typical ERP's available in the market, ERPNext is quite a user friendly with less complex forms which are almost similar looking in all modules

Cons

some Features like Data import tool lacks clarity so far,, being open source ERP certainly it has a way to go in terms of documentation and ecosystem of service providers in market in terms of options available.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Printing company, 1-10 employees)

makes life easier

2019-02-05

Pros

What I like about using this is the effectiveness it gives to our company. Our datas are more reliable than ever.

Cons

The cons for the software is you have to learn from time to time and adapt on the updates of the software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Martin Seibert

The best choice for teams that have some technical knowledge in house

2019-07-28

If you want to be part of this community, it's easy to get rolling.

Pros

Every field you create becomes instantly available as an API point in the powerful interface of the ERP software.

Cons

I would love to see the team focus more on the UX of the interface and the ease of use for new and very occasional users.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Maria Stylianou

Overall happy

2018-11-06

N/A

Pros

Not user friendly, not so many features, limited usage to Customers and Agreements, not recurring invoices

Cons

Easy to use, easy to add clients and agreements, easy to search invoices and clients, easy to use in the projects

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

5/10
Source: Software Advice
Helpful?   Yes   No
Read more
Laxman Tandon

Most Efficient ERP

2020-08-28

Pros

Payment Gateways Using this facility we have noticed an increase of 10% in payment collection from the customer, we use razor pay payment gateway with ERPNext so after creating an invoice one can send payment request to customer and after the customer paid the invoice your account gets updated.

Cons

With FOSS projects, its natural to have more support issues, and there is not guarantee of time that when your issue will get addressed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tyag Krishnamurthy

ERP Next - open source on AWS

2018-11-27

Excellent for small businesses with limited resources. Probably good for medium sized businesses as well as there are several mid sized companies (< 10 million t/o) also using this as figured out through the forum. There is a very active forum and a very good team of active developers. Would recommend the product purely on its stable functionality, ease of use and comprehensiveness.

Pros

We have been using it for the last 2 years and run our small company (20 people) on this system for everything from purchase-to-pay, order-to-cash, accounting, payroll and HR, inventory etc. It is also available as SaaS for a very reasonable price/seat.

Cons

The upgrades are a bit difficult for someone who is non technical. New feature requests usually are addressed but needs external funding/support as it is open system and developed by the community.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more