Accounting Key Features

Accounting key Features

Accounts Dashboard

Accounting dashboards highlight all key performance indicators at a glance. With configurable accounting dimensions and customizable dashboards, it's finally possible to analyze every component of your business in one place

Chart of Accounts

The Chart of Accounts is a fully customizable, structured tree-view of accounting ledgers. Groups can have sub-groups and ledgers within them.

Journals and Payments

Easily avoid mismatches with a clean journal ledger. Track income and expenses (deferred or accrued), set up notifications for period closing, and control cash flow.

Journals Entry

A Journal Entry is a multi purpose transaction where the debit and credit accounts can be selected. All types of accounting entries other than Sales and Purchase transactions are made using the Journal Entry. A Journal Entry is a standard accounting transaction that affects multiple Accounts and the sum of debits is equal to the sum of credits. A Journal Entry Impacts the main ledger.

Journal Entry Template

A Journal Entry Template lets you set and select a predetermined list of accounts and options while making a Journal Entry. There are 3 special 'Entry Types' in this:Opening Entry: This will get all the accounts and load them into the "Accounting Entries". Bank Entry: This will get and load the default Bank Account if set. Cash Entry: This will get and load the default Cash Account if set.

Payment Entry

Accounting Entry that can be made aginest invoice,Sales,Purchase Order,Expense claims etc.

Duning

A document send for persistent demand debt payment.

Payment Request

Payment Request is used to request payment from a Customer for a Sales Order or Invoice. Payment Request is sent via email and will contain a link to a Payment Gateway if set up. You can create a payment request via a Sales Order or a Sales Invoice. A Payment Request can also be set up against a Purchase Order or a Purchase Invoice for internal records. Then, payments can be processed in bulk using a Payment Order.

Advance Payment Entry

Advance payment entry is created using Payment Entry. If there exist a Sales Order, you can directly create a Payment Entry for the advance amount. Or else, you can also create a standalone Payment Entry for the Customer. Same way, you can also create advance Payment Entry for Supplier, via Purchase Order.

Sales Invoice

A Sales Invoice is a bill that you send to your Customers against which the Customer makes the payment. Sales Invoice is an accounting transaction. On submission of Sales Invoice, the system updates the receivable and books income against a Customer Account.

Purchase Invoice

A Purchase Invoice is a bill you receive from your Suppliers against which you need to make the payment. Purchase Invoice is the exact opposite of your Sales Invoice. Here you accrue expenses to your Supplier. Making a Purchase Invoice is very similar to making a Purchase Order.

Point of Sale

A Point of Sale refers to the time and place where a retail transaction takes place. For retail operations, the delivery of goods, accrual of sale and payment all happens in one event, that is usually called the 'Point of Sale' (POS). In ERPBee Sales Invoices can be generated from the POS. There are two steps to set up POS

Credit Note

A Credit Note is a document sent by a seller to the Customer, notifying that a credit has been made to their account against the goods returned by the buyer. A Credit Note is issued for the value of goods returned by the Customer, it may be less than or equal to the total amount of the order.

Debit Note

A Debit Note is a document sent by a buyer to the Supplier notifying that a debit has been recorded against the goods returned to the Supplier. A Debit Note is issued for the value of the goods returned. In some cases, sellers are seen sending Debit Notes which should be treated as like another invoice.

Pricing Rule

A Pricing Rule defines the discount/pricing rules that apply based on set conditions. A Pricing Rule has many options using which you can control the pricing of an Item. Filters like quantity, date, groups, and other conditions can be set. A Pricing Rule is somewhat similar to a Tax Rule.

Bank Reconciliation

A Bank Reconciliation entry is used to match ERPNext account statements with your bank account statements. If you are receiving payments or making payments via cheques, the bank statements will not accurately match the dates of your entry, this is because the bank usually takes time to “clear” these payments. Also, you may have mailed a cheque to your Supplier and it may be a few days before it is received and deposited by the Supplier. In ERPBee you can synchronize your bank statements and your Journal Entries using the transaction dates.

Payment Reconciliation

Payment Reconciliation is used to link payments with invoices. In complex scenarios, especially in the capital goods industry, sometimes there is no direct link between payments and invoices. You send invoices to your Customers and your Customer sends you block payments or payments based on some schedule that is not linked to your invoices. In such cases, you can match Payments with Invoices using Payment Reconciliation.

Multi Currency Accounting

Transacting in two different currencies is known as Multi Currency Accounting. In ERPNext, you can make accounting entries in multiple currencies. For example, if you have a bank account in foreign currency, you can make transactions in that currency and the system will show bank balance in that specific currency only. Bank accounts in foreign currencies can be for other branches of your own company or Debtors/Creditors account for foreign Customers/Suppliers.

Deferred Revenue

Deferred revenue refers to advance payments a Company receives for products or services that are to be delivered or performed in the future. It is also known as unearned revenue. The company that receives the prepayment records the amount as Deferred Revenue on their balance sheet as a liability. Deferred revenue is a liability because it refers to revenue that has not been earned and represents products or services that are owed to a Customer. As the product or service is delivered over time, it is recognized as revenue on the income statement.

Subscription

AIf you offer a service that requires renewal in a certain time period or you pay some monthly expenses like rent (yearly, monthly, quarterly, etc.), you can use the Subscription feature in ERPNext to track them. The Subscription master captures all the details required for the auto-creation of Sales or Purchase Invoices.

Invoice Discounting

Invoice discounting is the practice of using a company's unpaid sales invoices as collateral for a short term loan, which is issued by a bank or a finance company.

Shareholder

A Shareholder is someone who owns shares of a Company. A Shareholder is any person, company or other institution that owns at least one share of a company’s stock. Because shareholders are a company's owners, they reap the benefits of the company's successes in the form of increased stock valuation. If the company does poorly, shareholders can lose money if the price of company stock declines. Any profit or loss made by a Company belongs to the Shareholders and hence the Shareholders are a liability to the Company. ERPBee allows you to keep a track of all your Shareholders and maintain Share Transfers, Share Ledger and Share Balances. A shareholder is uniquely identified by the Shareholder ID. Normally this ID is a Naming Series starting with 'ACC-SH-'. Also as soon as the Shareholder makes even a single transaction, a Folio number is allocated to him. This also is unique to the Shareholder.

Deferred Revenue

Deferred revenue refers to advance payments a Company receives for products or services that are to be delivered or performed in the future. It is also known as unearned revenue. The company that receives the prepayment records the amount as Deferred Revenue on their balance sheet as a liability. Deferred revenue is a liability because it refers to revenue that has not been earned and represents products or services that are owed to a Customer. As the product or service is delivered over time, it is recognized as revenue on the income statement.

Subscription

AIf you offer a service that requires renewal in a certain time period or you pay some monthly expenses like rent (yearly, monthly, quarterly, etc.), you can use the Subscription feature in ERPNext to track them. The Subscription master captures all the details required for the auto-creation of Sales or Purchase Invoices.

Multi-Currency Accounting

ERPBee allows you to manage all aspects of accounting in multiple currencies. Users can create both payable and receivable related documents in different currencies. The system will convert them to your base currency.

Auto-Invoicing

Managing subscriptions and recurring invoices are simple with ERPBee. Rather than spending time preparing new bills each month, the subscription feature will generate orders and invoices upon the selected intervals automatically as configured.

Banking

Create unlimited bank and cash accounts and track their opening and current balances. Maintain bank accounts for your suppliers and customers. Ensure that your financials are synchronized with a one-click, bank statement upload. ERPBee comes out of the box integrated with Plaid that allows you to connect to any of your bank accounts and sync transactions.

Customizations

Create your own custom cloud manufacturing ERP software. Map your most important data by adding custom fields in your forms. Customize form behavior by auto-fetching values, hide fields based on user roles, and create custom print formats — all without a single line of code.

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Stock Management Key Features

Stock Management Key Features

Unlimited Warehouses

Create unlimited warehouses to keep track of not just actual warehouses but also rooms, rows, shelves, and bins.

Stock Entry

Manage a multitude of warehouse transactions like receiving, transferring, repacking, and discarding items, and view reports for all these transactions instantly.

Stock Picking

With the Pick List feature in ERPBee, you have total control over which serial numbers or batches to use when fulfilling orders.

Link Accounts To Warehouses

Track the total expenses and goods sold from a warehouse to help you maintain company-wise stock balance.

Quality Inspection

Implement quality inspections to ensure the correct stock leaves or enters your warehouse across orders.

Verify Large Stock Movements

When sending or receiving valuable stock items to warehouses, confirm the receipt of goods to ensure everything has arrived.

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HR & Payroll Key Features

Human Resources Key Features

Talent Acquisition

Recruit and acquire talent intelligently. Manage hiring with an built-in recruitment tool that lets you plan manpower requirements, publish job openings on your website, review and email applicants, and store documents. With linked data between staffing plans and job openings, we'll make sure you don't exceed your HR budget.

Employee Repository

Managing employee information can be complex and tricky, since it requires tracking external documents. ERPBee lets you upload and share multimedia files (such as images, videos, documents). You can choose to upload the files directly or use a web link.

Employee Training

Keep upskilling your team with our Human Resource Training Program module. Schedule training events for your employees, which are automatically linked to employee calendars so everyone can view scheduled trainings and plan their to-do lists accordingly.

Key Performance Indicators

Manage expenses, travel requests, and employee advances efficiently with our open source HRMS & payroll software. ERPBee helps managers to see all employee expenses in one go. Easy approvals and out-of-the-box configurable workflows help save the manual effort of managing expense claims.

Automatic Attendance

Our open source HRMS tool flawlessly integrates attendance tracking with payroll and leave management. ERPBee includes multiple options for capturing real-time attendance, including biometric hardware integration.

Employee Leave Management

Configure leave management options for each department or business unit. Everything will show up in the leave calendar and centralized leave summary ledgers, which give a transparent view of all employee leave information.

On-The-Fly Customizations

Create your own open source HRMS software. Map the data you care about by adding custom fields in your forms. Then customize form behavior by auto-fetching values, hide fields based on user roles, and create custom print formats — all without a single line of code.

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Manufacturing Key Features

Manufacturing Key Features

Total control over your production

Integrate your production planning and shop floor. ERPBee's customer management, sales orders, inventory, purchasing, accounting, and financial reporting make real-time coordination across all your business verticals easier.

Bill of material (BOM)

A bill of material is at the heart of any cloud manufacturing software, and a well-defined BOM ensures robustness and accuracy. ERPBee's BOM is hierarchical, with the finished product at the top. It also includes product codes, part descriptions, quantities, costs and additional specifications.

Shop floor management

With ERPBee's job cards, operations and workstations features, you can automatically capture daily activities on your shop floor. View real-time status of the job work being done to manufacture products, the location of every workstation, employee assignments, and each work order's current status and pending steps — all in one screen.

Subcontracting

Does your business involve outsourcing processes to a supplier? Check out the subcontracting feature in ERPBee. It makes it easy to supply raw materials and track suppliers' labor and operations. Finished goods are valued based on the cost of raw materials and procured services.

Item variants

Suppose you produce t-shirts in different sizes and colors. You'll need to track each type of t-shirt and its variants, known as item variants. In ERPBee, the primary item is stored as an item template, and each of the variations is stored as an item variant. You can store any attribute, such as color or shape, for each item variant.

Batched inventory

With ERPBee's integrated inventory, managing batched items is simple. Its real-time view of product availability maintains each batch's manufacturing dates, expiration dates, and other details. You can even scan item barcodes with your device camera to quickly search through your stock and make data-driven decisions.

Serialized inventory

Use serial numbers to uniquely identify units. Set up naming series, and ERPBee will automatically create serial numbers for new stock. You can even scan item barcodes via your device camera for easy search through all your stock.

Material resource planning

Be it a work order against sales or material requests, ERPBee will show every aspect of your MRP. Track material consumption of serialized or batched inventory to curb expenses and achieve zero wasted resources.

Capacity planning

Optimize your workstations based on the resources available for open production orders. Identify and eliminate bottlenecks at the shop-floor level by creating a capacity plan. You can also maintain and manage planning schedules for a predefined period of time (30 days, 45 days, etc).

Multiple units of measure

Don't let systems stop you from measuring materials exactly the way you want! Keep track of different units of measurement for your inventory. Set up conversion factors in the Item master itself and facilitate smooth sales, purchase, and stock transactions. All conversions will be handled by the system.

Quick stock balance

With the quick stock balance report, you can perform stock audits to verify stock at the warehouse, and check it against stock logged in the system. Simply scan a barcode with any device (no barcode scanner required!) and start counting.

Stock replenishment

To prevent stockouts, track an item's reorder level. When the stock level goes below the reorder level, ERPBee will automatically create a material request. This helps you replenish inventory at exactly the right time and reduce chances of stock exhaustion.

On-the-fly customizations

Create your own custom cloud manufacturing ERP software. Map your most important data by adding custom fields in your forms. Customize form behavior by auto-fetching values, hide fields based on user roles, and create custom print formats — all without a single line of code.

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Sales & Purchases Key Feature

Sales & Purchases Key Feature

Dashboards

ERPBee brings all critical sales and purchase data to one place. Dashboards provide an at-a-glance view of key performance indicators relevant to business processes. With configurable accounting dimensions and customizable dashboards, it's finally possible to analyze every component of your business in one place.

Item Variants

Businesses have to manage thousands of product permutations in different colors, finishes, shapes and sizes. In ERPBee, the primary item is stored as an item template, and each of the variations is stored as an item variant.

Track Serial Numbers

ERPBee's Serialized Inventory feature comes in handy for maintaining a real-time view of product availability and stock across locations. You can even use a serial number to track the whole lifecycle of an item — from its procurement or manufacture to sale and delivery. Scan barcodes with your device camera for blazing fast search and quicker results

Manage Lots

Batched items can be easily managed with ERPBee's integrated inventory — maintain manufacturing dates and expiration dates, analyze item expirations, and so on. You can also set up automatic batch naming so that all your team has to worry about is procurements and sales, not maintaining batch IDs.

Multi-Channel Sales

Be it Shopify, WooCommerce or Amazon MWS, it's easily to integrate ERPBee's items, customers, and sales orders with third-party sales apps. It just takes a 4-click configuration to make sales smoother and your life easier.

Elegant Print Formats

First impressions matter. Beautify your quotations and keep documents flawless and consistent with custom print format templates (using HTML or Jinja templating) and one-time configuration.

Powerful Marketing Tools

Our CRM tool makes your lead closure soar. Use email campaigns for targeted marketing, send bulk emails to your customers with beautiful newsletters, and reap the benefits of your campaigns with granular analysis of lead sources.

Journals And Payments

Maintain a clean and crisp ledger to avoid mismatches when closing accounts. Track income and expenses (deferred or accrued), set up notifications for period closing, and control cash flow. Advance payments can be recorded and reconciled in one go.

Accounts Receivable

Track the balance that customers owe you towards the sales invoices you have already sent to them. You can import your existing accounts receivables details using the Opening Invoice Creation tool.

Customer Access

If you work with clients, you'll love ERPBee. Get everything on the record with your clients and your team. Using ERPBee, clients can not only view project status but also raise support issues, scan invoices billed, and so on. You can also use it for announcements as well! Give your customers a full-fledged, flawless experience while they await the delivery of your services.

Unified, Tracked Emails

Avoid stranding important emails by syncing your email accounts in ERPBee. With a unified trail of all correspondence and auto-replies for incoming emails, you can count on smooth communication with all stakeholders (be it the internal project team members or external clients).

Documents Storage

Projects documentation can be complex, so it's important that everyone can access the files they need. ERPBee makes accessibility easy, with built-in uploading and sharing for multimedia files (such as images, videos, documents). You can choose to upload files directly or use a web link.

Stock Replenishment

To prevent stockouts, track an item's reorder level. When the stock level goes below the reorder level, ERPBee will automatically create a material request. This helps you replenish inventory at exactly the right time and reduce chances of stock exhaustion.

Promotional Schemes

Introduced for large-scale retailers and distributors, managing discounts or margins based on rate or amount was never easier. With promotional schemes, you can manage item discounts for different parties or conditions. Promotional schemes will automatically change the applicable pricing rules.

Vendor Management

ERPBee includes options to warn about RFQs & POs or prevent RFQs & POs. Your supplier's currency can be different from your company currency, and our software will handle all exchange rates and conversions.

Supplier Portal

Use the supplier portal to help suppliers manage themselves. The suppliers can submit requests for quotations and automatic supplier quotations, or access ongoing purchase orders and receipts. Suppliers can also raise purchase invoices for fulfilled orders. You can then verify these invoices for final approval.

Accounts Payable

See how much you owe your suppliers and track due dates or payment aging on the Accounts Payable report. Once you pay an invoice, just post a payment entry. You can even import all your existing invoices using the Opening Invoice Creation Tool.

Promotional Schemes

Introduced for large-scale retailers and distributors, managing discounts or margins based on rate or amount was never easier. With promotional schemes, you can manage item discounts for different parties or conditions. Promotional schemes will automatically change the applicable pricing rules.

Automated Invoicing

Don't waste time sending renewal invoices every month. Use the Subscriptions feature to get invoices auto-generated for subscription orders.

Multi-Currency Sales

Managing transactions in different currencies is simple with our online sales software. Send invoices and add expenses in any currency, and let the system convert them to your base currency. You can even see financial transactions and reports in multiple currencies.

On-The-Fly Customizations

Create your own open source sales & purchase software. Map your most important data by adding custom fields in your forms. Customize form behavior by auto-fetching values, hide fields based on user roles, and create custom print formats all without a single line of code.

Self-Onboarding & Implementation

All the tools you need to achieve business excellence are part of the world’s first smart, DIY ERP. Transform your organization with excellent documentation and video tutorials that facilitate a zero-touch, super fast ERP implementation.

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CRM Key Features

CRM Key Features

Omnichannel Interactions

Don't miss out on anything from your leads. ERPBee makes it easy to convert all interactions into data so your sales team doesn't have to juggle between apps. With Call Popup, you can receive live notifications of incoming calls on your desktop. You can also turn emails in your inbox into leads with this open source CRM software.

Automate Daily Chores

Reduce overhead of manual work by setting up assignment rules (such as round robin or load balancing) to automatically distribute leads among the team. This leaves more time to respond to customers, empowering your sales team to meet commitments on time.

Sales Team Efficiency

Don't miss out on the big picture of your sales team. ERPBee includes out-of-the-box reports to monitor team performance and analyze the lead traffic or sales stage of all prospects. You can even collaborate to address leads or opportunities with multiple assignments or mentions.

Total Visibility Of Sales Pipeline

ERPBee's CRM includes a real-time view of important sales and marketing opportunities. This helps you craft a strategy to increase your lead-to-deal conversion rates.

Beautiful Quotations

First impressions matter. Beautify your quotations and keep documents consistent with custom print format templates (using HTML or Jinja templating) and one-time configurations.

Digital Marketing

Our CRM tool makes your lead closure soar. Use email campaigns for targeted marketing, send bulk emails to your customers with beautiful newsletters, and reap the benefits of your campaigns with granular analysis of lead sources.

On-The-Fly Customizations

Create your own open source CRM software. Map your most important data by adding custom fields in your forms. Customize form behavior by auto-fetching values, hide fields based on user roles, and create custom print formats — all without a single line of code.

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Project Management Key Features

Project Management Key Features

All-In-One Workspace

Keep track of project deadlines and progress with a clear overview. Plan ahead for upcoming projects, using forecasts based on comparable projects, and estimate deadlines more accurately.

Agile

Discover the task-driven approach to simplifying your projects. With minimal communication gaps and full transparency, ERPBee makes it easier to share and collaborate across the entire project team. Break down your project into bite-sized tasks and assign them to your team for improved collaboration. Assess project progress and efficiency with clear scope and priorities, estimated timelines, and milestones.

To-Do List & Real-Time Chat

Make work life easier with this simple, flexible project management software. Create and assign tasks to your employees. The system will automatically add the tasks in their to-dos to keep assignments and task-tracking hassle-free. And with mentions and real-time chat, there's no need to bring external chats into internal communication.

Document Storage

Managing projects and all their documents can be tricky, and it's crucial that everyone can access important files. ERPBee lets you upload and share multimedia files (such as images, videos, documents). You can choose to upload the files directly or use a web link.

Emails

Avoid stranding important emails by syncing your email accounts in ERPBee. With a unified trail of all correspondence and auto-replies for incoming emails, you can count on smooth communication with all stakeholders (be it the internal project team members or external clients).

Profitability Analysis

Stay on top of project budgets and expenses with accurate, current insights. Plan the cost for each project phase, allocate budgets against projects, and see how much of your allocated budget has been spent — all at a glance.

Time-Tracking & Billing

Simplify tracking by defining actionable items — the activities for projects and tasks, based on what needs to be done. Capture resource costs and billing to get insights on project profitability. Directly link work to payroll to process salaries instantly.

Customer Access

If you work with clients, you'll love ERPBee. Get everything on the record with your clients and your team. Using ERPBee, clients can not only view project status but also raise support issues, scan invoices billed, and so on. You can also use it for announcements as well! Give your customers a full-fledged, flawless experience while they await the delivery of your services.

On-The-Fly Customizations

Create your own software projects. Map your most important data by adding custom fields in your forms. Customize form behavior by auto-fetching values, hide fields based on user roles, and create custom print formats all without a single line of code.

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Asset Management Key Features

Asset Management Key Features

Asset Lifecycle

Look here for all information about assets in one place. Created after purchasing or receiving an asset, the asset lifecycle includes every answer you might need — status of an asset, custodian, location, warranty and insurance, depreciation and depreciation schedule, asset transfer, scraping, selling and movements, and more. It's transparent and crystal clear — like all things should be.

Asset Inventory

ERPBee features integrated inventory so you can easily manage all information about an asset. Batched or serialized items? Take your pick. Scan barcodes with your device camera for blazing fast search, faster outputs, and data-driven decisions based on assets' availability, locations, and more. When an asset is purchased, the system auto-creates the asset record based on the information stored in the item master.

Purchasing Assets

Procuring assets is done via purchase receipts (goods received notes) or purchase invoices. The system directly creates a record for the asset, based on the information stored in the item master. Depreciation methods, schedule, insurance details and more can be updated with a few clicks. It's asset procurement simplified with one-time configuration.

Selling Assets

With a few clicks, you can sell assets that you no longer need. There is no overhead of maintaining accounting books, since the system will auto-create those journal entries, keeping the process quick and seamless.

Automating Asset Depreciation

Automated asset accounting removes the hassle of manual depreciation entries. Configure depreciation schedules for various categories of assets, and watch the software auto-calculate the depreciation amount or dates and create accounting entries.

Scrapping Assets

When you no longer need an asset, you can scrap it with just one click. The accounting entries are handled by our asset management software so the process always stays smooth.

Asset Value Adjustment

If the value of an asset increases or drops off suddenly, it can be recorded using the Asset Value Adjustment feature. The system will create journal entries (based on the re-adjustment values that were entered) and recalculate depreciation amounts.

Asset Reporting

Identify bottlenecks, monitor performance, and improve service delivery with reporting features. Out-of-the-box standard reports and easy-to-build custom reports empower you with data-driven analysis for better decisions.

On-The-Fly Customizations

Create your own open source asset management software. Map the data you care about by adding custom fields in your forms. Then customize form behavior by auto-fetching values, hide fields based on user roles, and create custom print formats — all without a single line of code.

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Healthcare Key Features

Healthcare Key Features

Patient Repository

In ERPBee, you can create a patient file for any individual who receives your healthcare services. Save important information for every patient. With ERPBee's integrated system, all data will be accessible to everyone in one place.

Healthcare Practitioners

ERPBee lets you create multiple practitioners (doctors, nurses, etc.) and link each one to their appropriate access permissions. You can also link each person to their employee documents, which lets employees access their leaves, payroll, and other HR data.

Practitioner Schedule

ERPBee's physician schedule will help you configure the availability of healthcare practitioners. Set each person's days and timings, then the system will block patient appointments within each practitioner's schedule.

Patient Appointments

With complete visibility of every practitioner's schedule, there's no chance of double-booking appointment slots. You can even automate notification emails to be sent as soon as a patient books a consultation.

Document Storage

Doctors need to maintain various reports, notes and information for each patient. Instead of dealing with third-party storage apps, use ERPBee's file attachments to store multimedia documents of any format — from text, PDFs, and reports to images or videos. This ensures that the patient record reflects all pertinent information.

Patient History

With the patient history report, you can view any patient's historical records — primary details, allergies, past medications, patient interactions with doctors, and so on. See the lifecycle of a patient, right from the beginning of their journey with your healthcare unit.

Emails

No need to deal with messy email chains — email from your healthcare software itself! You can email your patients or their guardians about their appointments, medication, or follow-ups. Replies will be automatically fetched into the email thread in ERPBee, which keeps all correspondence in the same place.

Patient Encounters

ERPBee allows you to record every encounter with patients. You can create a patient encounter, either based on a previously booked appointment or by directly creating a new Patient Encounter. All patient-related details will be automatically populated, along with the latest vital signs, patient records, and other important information.

Prescriptions

Record all observations and assessments of all patient consultations through prescriptions. Our configurable print format builder makes it easy to format the prescription — add your hospital's letterhead, move data fields around, and show only the information you want. It's beautiful, flawless formatting at your disposal with this easily configurable tool.

Clinical Procedures

You can use ERPBee to map any clinical procedure — for example, wound cleaning, ultrasonography, endoscopy, or cataract surgery. ERPBee lets you preconfigure clinical procedure Templates so you don't have to set default properties like consumables every time you order a procedure. Billing can also be automated based on the stock used in each procedure and the consulting doctor's charges.

On-The-Fly Customizations

Create your own open source healthcare software. Map your most important data by adding custom fields in your forms. Customize form behavior by auto-fetching values, hide fields based on user roles, and create custom print formats — all without a single line of code.

Medicines And Equipment

ERPBee features integrated inventory for a real-time view of product availability, stock levels in your warehouses, stock transfers, and more. Batched or serialized items? Take your pick. Scan barcodes with your device camera for blazing fast search through your stock of drugs, medical equipment, assets, and more.

Billing And Pricing

Invoice your patients and chase receivable payments with payment requests and email/SMS notifications. Process bills faster with custom print format templates (using HTML or Jinja templating) and one-time configuration.

Automated Stock Replenishment

In an industry where the line between life and death is faint, you cannot afford to be short on important medicines. To prevent this, you can track an item's reorder level. When the stock level goes below the reorder level, ERPBee will automatically create a material request. This helps you replenish inventory at exactly the right time and reduce chances of stock exhaustion.

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Clinic Management Key Features

Clinic Management Key Features

Patient Appointments Streamlined

Make patient bookings centrally, with no more conflicting appointments. Send professional email notifications to your patients.

Give Your Doctors A View Into Their Schedule

With all appointments in one place, your doctors can see their schedule and plan their day accordingly.

Professional Prescriptions

Record every patient visit, issue detailed professional prescriptions to your patients, and keep all records organized.

Unified Patient History

Maintain patient records and history in one place, so doctors can save time on every visit.

Auto-Reorder Medical Stock

Use ERPBee’s inventory module to manage the clinic's medicines and lab items, and automatically create reorder requests for your purchase department.

Increase Efficiency By Defining Clinical Procedures

Reduce mistakes by staff by pre-defining all procedures in one place and assigning them to your medical practitioners.

On-The-Fly Customizations

Create your own clinic management software. Map the data you care about by adding custom fields in your forms. Then customize form behavior by auto-fetching values, hide fields based on user roles, and create custom print formats — all without a single line of code.

Prescriptions

Record all observations and assessments of all patient consultations through prescriptions. Our configurable print format builder makes it easy to format the prescription — add your hospital's letterhead, move data fields around, and show only the information you want. It's beautiful, flawless formatting at your disposal with this easily configurable tool.

Clinical Procedures

You can use ERPBee to map any clinical procedure — for example, wound cleaning, ultrasonography, endoscopy, or cataract surgery. ERPBee lets you preconfigure clinical procedure Templates so you don't have to set default properties like consumables every time you order a procedure. Billing can also be automated based on the stock used in each procedure and the consulting doctor's charges.

On-The-Fly Customizations

Create your own open source healthcare software. Map your most important data by adding custom fields in your forms. Customize form behavior by auto-fetching values, hide fields based on user roles, and create custom print formats — all without a single line of code.

Medicines And Equipment

ERPBee features integrated inventory for a real-time view of product availability, stock levels in your warehouses, stock transfers, and more. Batched or serialized items? Take your pick. Scan barcodes with your device camera for blazing fast search through your stock of drugs, medical equipment, assets, and more.

Billing And Pricing

Invoice your patients and chase receivable payments with payment requests and email/SMS notifications. Process bills faster with custom print format templates (using HTML or Jinja templating) and one-time configuration.

Automated Stock Replenishment

In an industry where the line between life and death is faint, you cannot afford to be short on important medicines. To prevent this, you can track an item's reorder level. When the stock level goes below the reorder level, ERPBee will automatically create a material request. This helps you replenish inventory at exactly the right time and reduce chances of stock exhaustion.

Contact us for demo

Educations Key Features

Educations Key Features

Student Applicants

Manage applications for all your programs in one place. Once a student applies to your program, you can create a Student Applicant record. If you approve the student, you can add them to your student master and start emailing them from within ERPBee.

Student Information

The Student doctype maintains details like personal information, photo, date of birth, and address. It also records the student's guardian and any siblings. You can also attach documents such as student's photo, educational certificates.

Document Storage

With all the external documentation in education, it's crucial that everyone can find and access important documents for each student. ERPBee lets you upload and share multimedia files (such as images, videos, documents). You can choose to upload the files directly or use a web link.

Instructors

In ERPBee, you can define a course schedule (including class dates and room numbers) and link it to the appropriate instructor and students. While creating the assessment plan for a student group, you can also link an instructor as the examiner or the supervisor for that assessment.

Program Enrollment

Program Enrollment is a student's record of enrollment and chosen courses for a particular academic year and (optionally) academic term. If a student is enrolled in a program, then you can create his/her Program Enrollment. The mandatory courses in that program will be automatically filled in the student's Enrolled Courses table, while elective or optional courses can be selected manually.

Programs & Courses

With ERPBee, it's easy to set up your own educational programs — the learning progress for each subject in all stages of formal education. You can include courses or electives under a program, and you can even set courses as mandatory. Enter a unique code for every program, and you can also link each program to its department.

Student Attendance

Our Attendance doctype allows you to track and manage each student's attendance, every day at any time. The Attendance module is designed to help teachers easily mark student attendance during class. The Student Attendance Tool allows instructors to mark attendance of students faster with simple checkboxes, while the system creates corresponding attendance records in the backend. It's attendance management made simpler.

Student Fees

Maintain a record of fees collected from students. Before collecting fees, the Fee Structure has to be created. It can include various categories such as classroom tutorials, industrial visit, and accommodation. This structure is based on the selected program and academic term. Student details and a detailed fee structure will be available in the Fee module. You also can get paid amount and outstanding amount details there.

Assessment Plan

Need to schedule an assessment or examination for a student group, for a specific course? Just create an Assessment Plan. With this doctype, you can capture details like student group, grade scale, assessment criteria, examiner, supervisor, and more! Create your assessment plans in ERPBee and watch the results get generated easily with our Assessment Result Tool.

Learning Management System (LMS)

ERPBee's Education module is bundled with a Learning Management System (LMS) out of the box. This allows institutes to publish their programs on their website. Programs can contain rich text articles, videos, and even quizzes. Students' progress can be tracked through the desk as well as the portal. LMS is disabled by default and can be enabled from Education Settings.

On-The-Fly Customizations

Create your own education software. Map the data you care about by adding custom fields in your forms. Then customize form behavior by auto-fetching values, hide fields based on user roles, and create custom print formats — all without a single line of code.

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Agriculture Management Key Features

Agriculture Management Key Features

Analysis Criteria

Humidity or precipitation, mineral levels or temperature, ERPBee covers diverse criteria for analysis and reporting.

Manage your crops

Record all tasks related to managing your crops — from big tasks like plowing to picking, to smaller but important details like crop and row spacing. Define the timeline for each activity, then store the materials required and items and by-products produced as a result.

Crop Cycle

Create custom cycles, whether for sowing, irrigation, or harvesting. Add locations where each cycle is taking place. Note any diseases that take place, and the steps to combat them will be fetched into the crop cycle.

Location

Outline your fields and record the total area of the field. The land will be shown on the map. You can even create parent locations (such as states) if you do business in multiple locations.

Disease

When cultivating crops, diseases are avoidable, but they happen sometimes. Taking appropriate measures to curb them quickly is necessary for healthy yield. If disease hits, you can quickly record all the tasks to be done and the time needed.

Fertilizer

Fertilizers are vital to cultivating a good yield. Record all your fertilizers along with their contents.

Plant Analysis

Analyze the plants or crops in a particular location by recording the collection, testing, and result time. Then record the plant contents with actual, minimum, and maximum values to detect any anomalies.

Water Analysis

Just like soil, it's easy to track water analysis in ERPBee. Record water contents as well as collection, testing and result time. You can also log actual, minimum, and maximum values to detect any anomalies.

Soil Analysis

Soil analysis can also be tracked in our agriculture ERP. Record soil collection, testing, and result time, then log soil contents with actual, minimum, and maximum values.

Soil Texture

Whether you plow sand or silt, clay or loam, record the contents of the soil in your land. You can drill down to minute details like organic matter content and density.

Weather

Know your field temperature, degree days, pressure, humidity, dew point, precipitation, and other factors by recording them for all your locations.

Sales And Purchase

Handle your customer subscription billing life cycle from end to end with ERPBee. Invoice your customers and chase receivable payments with payment requests and notifications via email/SMS reminders. You can also create custom print templates for bills in Jinja/HTML, and set up defaults to process transactions faster.

Billing And Pricing

An agriculture business doesn't end in the fields. Use our selling and purchase modules to record sales and purchase orders and invoices.

On-The-Fly Customizations

Create your own custom agriculture ERP software. Map your most important data by adding custom fields in your forms. Customize form behavior by auto-fetching values, hide fields based on user roles, and create custom print formats — all without a single line of code.

Contact us for demo

Point Of Sale Key Features

Point Of Sale Key Features

Stock

ERPBee features integrated inventory for a real-time view of product availability, stock levels in your warehouses, stock transfers, and more. Batched or serialized items? Take your pick. Scan barcodes with your device camera for blazing fast search through stock for better retail management.

Multi-Store Retail Management

Register new company branches with a few clicks and start transacting right away! You can configure dimensions for each branch and analyze your expenses, stock movements, profits and loss to assess your overall profitability.

Promotional Schemes

Introduced for large-scale retailers and distributors, managing retail discounts or margins based on rate or amount was never easier. With promotional schemes, you can manage item discounts for different parties or conditions. Promotional schemes will automatically change the applicable pricing rules.

Billing And Pricing

Invoice your customers and chase receivable payments with payment requests and email/SMS notifications. Process transactions faster with custom print format templates (using HTML or Jinja templating) and one-time configuration.

Automate Stock Replenishment

To prevent stockouts, track an item's reorder level. When the stock level goes below the reorder level, ERPBee will automatically create a material request. This helps you replenish inventory at exactly the right time and reduce chances of stock exhaustion.

Customer Acquisition & Loyalty

Manage your customers better in no time. It just takes a few minutes to set up loyalty programs and special pricing schemes. You can then maintain credit limits, view receivables and total billing, and analyze average customer revenue to make informed business decisions.

On-The-Fly Customizations

Create your own retail management ERP software. Map your most important data by adding custom fields in your forms. Customize form behavior by auto-fetching values, hide fields based on user roles, and create custom print formats — all without a single line of code.

Contact us for demo

Nonprofit Key Features

Nonprofit Key Features

Members

Members are a vital part of any nonprofit organization. Manage the members of your NGO and categorize them into different types. Set membership expiration, and check if existing customers or suppliers are members of your nonprofit.

Membership

Record and track memberships for all members. Change membership status to track future or new members. Record payment details to set the right membership status or level for each person.

Membership Types

Whether your members are founders, powerful individuals, or organizations, you can record any type of member. You have full freedom to create and assign different membership types and classify people based on them.

Volunteer

Aside from members, volunteers are also vital to many NGOs. Classify volunteers based on the categories you define. Each volunteer's availability and status can be recorded, along with the skills they can contribute.

Donor

To prevent stockouts, track an item's reorder level. When the stock level goes below the reorder level, ERPBee will automatically create a material request. This helps you replenish inventory at exactly the right time and reduce chances of stock exhaustion.Not everyone might be interested in becoming a member. Record individual or organizations (including their address and contact details) who donate one time or multiple times. When you receive donations, it's easy to select donors so that each donor record reflects the latest information.

Grant Application

Some NGOs may get grants from governments or foundations, while other NGOs may give grants to others. No matter the grant, it's easy to record and track on ERPBee.

Billing And Pricing

Record purchase invoices for the items you order and use in your nonprofit journey. Process transactions and bills faster with custom print templates (using HTML or Jinja templating) and one-time configurations.

On-The-Fly Customizations

Create your own NGO ERP software. Map your most important data by adding custom fields in your forms. Customize form behavior by auto-fetching values, hide fields based on user roles, and create custom print formats all without a single line of code.

Contact us for demo