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ERP modules, written to fit how you work

Every module below is a starting point. Open one to see what gets generated for ERPNext and Odoo, then describe your version. If what you need isn't here, that's normal. Just type it.

ERPNext v16

Sales & CRM

Finance

Accounting module ERPNext and Odoo both ship a proper double-entry ledger, and you shouldn't replace it. What finance teams usually need is the layer on top. A custom accounting module adds the journal controls, month-end allocations and branch reports your auditor and your finance director keep asking about, without touching the ledger itself. Restrict Manual Posting check field on Account (fixture)Journal Entry validate hook in hooks.py Expense management module Your expense policy is probably a PDF that new starters skim once. Finance then enforces it by hand, one receipt at a time, usually at month end. An expense management system inside Odoo or ERPNext can check caps, mileage and receipts when the claim is entered, so the awkward conversations happen less often and earlier. Daily cap field on Expense Claim Type (fixture)Expense Claim validate hook for caps and receipts Invoice management module Invoices rarely go unpaid because the customer forgot. They go unpaid because the PO number was missing, the site reference was wrong or someone disputed one line and parked the whole thing. An invoice management system should stop those problems before posting, and erpfly generates one inside ERPNext or Odoo. Customer PO Required check field on Customer (fixture)Sales Invoice validate hook for po_no and duplicates Subscription billing module Recurring invoices are easy. Recurring invoices with metered usage, a customer who upgrades on the 11th and a finance team that wants it all in the ledger are not. If you've been eyeing separate subscription billing software and dreading the sync, erpfly can build that logic into the ERP you already run. Usage Record DocType linked to SubscriptionCustom fields on Subscription for included units and overage rate

Operations

Inventory management module Your stock report says 70 units. The shelf says 52, and the buyer has started keeping her own list in a notebook. An inventory management system only helps if people believe it, so describe how your stock really moves and erpfly writes the ERPNext app or Odoo addon that enforces it. Reorder Rule DocType (item, warehouse, lead time, safety days)Nightly job in hooks.py scheduler_events raising Material Requests Manufacturing module Every manufacturing ERP demo shows a tidy BOM and a work order that finishes on time. Your floor has an operator whose press brake certificate expired last month and a coating line whose lost parts never make it into the system. Describe the rules your supervisors enforce today, and erpfly builds them into ERPNext or Odoo. Operator Certification DocType linked to Employee and Workstationdoc_events on Job Card (validate and on_submit) in hooks.py Purchase management module Purchasing rarely loses money in one dramatic mistake. It leaks through orders placed with the usual supplier without a comparison, bills paid for goods that never fully arrived, and approvals signed on a phone in a car park. A purchase management system built into ERPNext or Odoo can close those gaps without turning every order into paperwork. Single Source Reason custom field on Purchase Order (fixture)Purchase Order before_submit hook for quote rules Quality management module Most quality problems are found too late, after the bad lot has been mixed, packed or shipped. A quality management system inside your ERP catches them while the goods are still on the dock. Tell erpfly what you test, who signs off and what happens to a failed lot, and it generates the Odoo addon or ERPNext app. Quality Inspection Templates and Parameters with your limitsInspection Required flags on Item for purchase and delivery Warehouse management module Knowing you have 40 units somewhere in the building isn't the same as knowing they're in aisle 12, bay 3, top shelf. A warehouse management system closes that gap. Tell erpfly how goods arrive, where they go and how pickers find them, and it generates the Odoo addon or ERPNext app that runs it. Child Warehouse tree for aisle, bay and level locationsPutaway Rule records generated from your zoning sheet

People

Service

Asset management module In most companies the fixed asset register belongs to finance and the maintenance log belongs to whoever runs the workshop. They describe the same machines and rarely agree. An asset management system inside ERPNext or Odoo puts depreciation, location, meter readings and repairs on one record. Tell erpfly how your equipment is used and serviced, and it writes the module. Custom fields on Asset (running hours, service interval)Meter Reading DocType linked to Asset Field service module Your technicians are on the road with a phone, a job sheet and a van full of parts that the stock report thinks are still in the warehouse. Field service management software only earns its keep when that job sheet turns into stock movements and an invoice without someone retyping it. erpfly builds that into ERPNext or Odoo from a plain description of how your jobs run. Field Job DocType linked to Maintenance Visit and Serial NoTechnician Zone and Technician Skill DocTypes Helpdesk module Most support teams run a separate ticketing tool, and half of every ticket is someone switching to the ERP to check the contract, the serial number and whether the last invoice got paid. A helpdesk ticketing system that lives inside ERPNext or Odoo skips that step. Describe your queues and SLAs in plain English and erpfly writes the module. Custom fields on Issue (support tier, escalated flag, root cause)Service Level Agreement records per contract tier Project management module Task boards are easy to find. What's hard is knowing, on a Tuesday afternoon, whether a fixed-fee project is still making money. An ERP project management module can answer that because the hours, costs and invoices sit in the same database. erpfly extends Projects in ERPNext or Odoo to match how you quote, staff and bill work. Custom fields on Project (budget hours, billing model)Project Milestone child table with billing percentage

Industry

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ERPNext v16

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