ERPNext for Service Companies

ERPNext is ideal for service organizations with a integrated projects and people management. ERPNext for Service Companies and Organizations!

 

Projects

A services business, which doesn’t have a tangible product to showcase their value needs to get many things right in order to stay afloat and grow in the industry. ERPNext helps services company effectively manage business aspects like projects management, customer support, sales, and purchase management to list a few. You can look at the following topics after going through this

 

Accounts

Whether you have an accountant in your internal team OR you do it yourself OR you have chosen to outsource it, the financial accounting process is almost always at the center any business management system (aka an ERP system).

In ERPNext, your accounting operations consists of 3 main transactions:

  • Sales Invoice: The bills that you raise to your Customers for the products or services you provide.
  • Purchase Invoice: Bills that Suppliers give you for their products or services.
  • Journal Entries: For accounting entries, like payments, credit and other types.

You can check out this video for a run down of the accounts module in ERPNext.

 

Human Resources

The Human Resources (HR) module covers the processes related to the HR department of a company. Most important feature here is processing the payroll by using Payroll Entry to generate Salary Slips. Most countries have complex tax rules stating which expenses the company can make on behalf of its Employees. There are a set of rules for the company to deduct taxes and social security from employee payroll. ERPNext accommodates all types of taxes and their calculation.

It also maintains a complete employee database including contact information, salary details, attendance, performance evaluation, leaves, and appraisal records.

 

Timesheet

Timesheet can be used to track actual hours worked. It can be used for multiple purposes like:

  • Billable work to Customers
  • Work Order Operations
  • Creating Salary Slip based on hours worked.
  • Tasks
  • Project
  • Internal References

 

CRM

ERPNext helps you track business Opportunities from Leads and Customers, send them Quotations, and make confirmed Sales Orders.

The Customer Relationship Management (CRM) module helps maintain Leads, Opportunities, and Customers.

 

Support

Great customer support and maintenance is at the heart of any successful small business. With ERPNext you track all incoming customer requests and issues so that you can respond quickly. The database of incoming queries will also help you to identify the biggest opportunities for improvements.

You can track incoming queries from your email using Support Ticket. And you can keep track of Customer Issues linked with a specific Serial No and respond to them based on their warranty and other information. And you can also make Maintenance Schedules for Serial Numbers and keep a record of all Maintenance Visits made to your Customers.