ERPNext Core Navigation
Top-Level Modules & Workspaces
• Unified Sidebar Navigation: ERPNext v15
introduces a streamlined sidebar with all major
modules accessible via Workspaces.
• Core & Domain Modules: Seamless access to
accounting, CRM, sales, projects, manufacturing,
and industry-specific domains.
• Workspace Customization: Personalized
dashboards, shortcuts, and reports for user-specific
workflows.
ERPNext v15 Navigation Overview
Sidebar, Workspaces, and User Experience
Sidebar Menu Workspace Layouts Improved UX
All core and domain modules Workspaces organize module- Simplified access reduces learning
accessible in a persistent left-hand specific tools: reports, shortcuts, curve and accelerates onboarding.
navigation bar. dashboards.
Accounting Module
Financial Management & Reporting
• Dynamic Financial Statements: Configurable P&L,
Balance Sheet, and Cash Flow reports across
companies.
• Budget Controls: Alert, stop, or warn on
overspending with integrated cost centers.
• Multi-Currency & Consolidation: Handle global
transactions, exchange rates, and consolidated
reports.
CRM Module
Customer Engagement & Pre-Sales
• Lead & Opportunity Management: Track, nurture,
and convert leads with pipeline visibility.
• Campaign Automation: Email campaigns,
notifications, and territory-based targeting.
• Quotations & Sales Funnel: Generate quotations
and visualize sales progression with dashboards.
Purchasing Module
Supplier & Procurement Management
• Supplier Management: Maintain supplier defaults,
scorecards, and portal-based collaboration.
• Buying Cycle Automation: From Material Request →
RFQ → Quotation → PO → GRN → Invoice.
• Analytics & Subcontracting: Procurement tracking,
cost analysis, and subcontractor workflows.
Sales Management Module
Orders, Pricing & Customer Engagement
Sales Order Management Pricing & Promotions POS & Integrations
Track quotations, orders, proformas, Define price lists, multi-currency Seamless Point of Sale and
and invoicing with full lifecycle rules, and promotional schemes. marketplace integrations with
control. reporting dashboards.
Manufacturing Module
Production Planning & BOM Management
• Bill of Materials (BOM): Multi-level, multi-version
BOMs with cost roll-up and by-products.
• Work Orders & Routing: Plan, schedule, and track
operations with job cards and capacity planning.
• Forecasting & Material Requests: Plan make-to-
order/stock, auto-generate material requests, and
manage reservations.
Inventory Management Module
Warehousing & Stock Control
Warehouse Hierarchy Stock Valuation & Reconciliation Quality & Reservations
Tree-structured warehouses with FIFO, LIFO, Moving Average, Inspection, shortages, reorders, and
receipts, issues, and transfers. periodic and perpetual inventory project-linked reservations.
methods.
Project Management Module
Planning, Execution & Tracking
Task & Dependency Management Time & Cost Tracking Progress Monitoring
Projects structured with tasks, Timesheets, expenses, profitability Gantt, Calendar, List, and Dashboard
dependencies, and templates. analysis, and billing. views with client portal access.
Support / Help Desk Module
Ticketing & Service Management
Ticket Lifecycle Maintenance & Warranty Email & PBX Integration
Create, categorize, and track issues Schedule maintenance visits and Support ticket creation via email and
with SLA policies. manage warranty claims. telephony integration.
Human Resource Management
Employee Lifecycle & Workforce Planning
• Recruitment & Onboarding: Manage job
requisitions, openings, interviews, and offers.
• Employee Records & Attendance: Centralized
employee master, attendance logs, and shift
scheduling.
• Performance & Leave: Appraisals, goals, KRAs,
feedback, and leave policies.
Payroll Module
Compensation & Compliance
• Salary Structures & Slips: Define components,
assign structures, and generate slips automatically.
• Payroll Periods & Taxation: Manage payroll cycles,
deductions, incentives, and tax slabs.
• Loans & Benefits: Track loans, advances, and
employee benefit claims.
Manufacturing Domain
Industry-Specific ERP Extension
Production Planning Process Costing Scalability
Enhanced workflows tailored to Support for by-products, scrap, and Designed for high-volume production
industrial manufacturing. subcontracting. environments.
Point of Sale (Retail Domain)
Retail Billing & Storefront Integration
• Fast Billing: Touch-friendly POS with offline mode
support.
• Inventory Sync: Real-time link between POS and
central stock warehouses.
• Multi-Store Setup: Support for multiple outlets,
cashiers, and shift management.
Student Information System (Education Domain)
Academics & Administration
• Admissions & Enrollment: Track applications,
admissions, and student enrollment lifecycle.
• Courses & Scheduling: Manage programs, courses,
timetables, and grading systems.
• Student Portal: Provide students with access to
assignments, fees, and results.
Hospital Information System (Healthcare Domain)
Patient & Clinical Management
• Patient Records: Centralized management of
patient history, visits, and treatments.
• Appointments & Billing: Online appointment
scheduling with integrated billing and insurance.
• Clinical Workflows: Support for doctors, nurses,
and lab staff with role-specific tools.
Agriculture Domain
Farm & Crop Management
Crop Cycles Farm Resources Produce & Sales
Plan and manage sowing, cultivation, Track land, equipment, fertilizers, Link harvest yields to stock, sales,
and harvest activities. and labor usage. and distribution.
Non-Profit Domain
Donor & Program Management
• Donor Management: Track donors, pledges, and
donations with receipts and acknowledgments.
• Programs & Events: Plan and manage social
programs, fundraising events, and campaigns.
• Transparency & Reporting: Monitor fund utilization,
impact reports, and compliance.
ERPNext Recap
Unified Business Platform
Core Modules Industry Domains Integration & Scalability
Accounting, CRM, Sales, Purchase, Manufacturing, Retail (POS), All modules integrated natively with
Manufacturing, Inventory, Projects, Education (SIS), Healthcare (HIS), real-time data, reporting, and
Support, HR & Payroll. Agriculture, Non-Profit. workflows.
