ERPNext(Open Source): Quick Demo-Procure to Pay & Quote to Cash-Part 01-Create Material Request in ERPNext Purchasing

Simple demo on How to Create Material Request/RFQ/Supplier Quotation/Purchase Order/Purchase receipt/Supplier invoice(GST)/Supplier Payment/Sales Quotation/Sales Order/Material Delivery/Sales Invoice(GST)/Sales Receipt in ERPNext

What is ERPNext?

Free and Open Source Enterprise Resource Planning (ERP). ERPNext includes the following areas for managing businesses:

  1. Accounting
  2. Warehouse Management
  3. CRM
  4. Sales
  5. Purchase
  6. HRMS
  7. Project Management
  8. Support
  9. Asset Management
  10. Quality Management
  11. Manufacturing
  12. Website Management
  13. Customise ERPNext

ERPNext is built on the Frappe Framework, a full-stack web app framework built with Python & JavaScript.

Where is Repository?

Here is the link for Repository

https://github.com/frappe/erpnext

Where is the Official Website?

https://frappe.io/erpnext

How can I quickly Install and Run on MacOS/Ubuntu/Windows

Here are Step by Step Instructions to Quickly run ERPNext with Docker Compose on Ubuntu, For Windows there will be separate article. For MacOS refer below article.

https://medium.com/free-or-open-source-software/erpnext-open-source-erp-install-and-run-with-docker-compose-on-macos-1c5d234d034a

Let’s start step by step business process.

Kindly note that this Article does not include Configuration & Master data creation, It will only give you Quick Overview of how Business Process Works in ERPNext from End User side. There are various options to process data in ERPNext and I will try to Include various step by step tutorials in upcoming articles.

Step 01: Search for New material request Transaction and click on it.

Step 02: Now Enter the Material Requested by Date.

Step 03: You can choose warehouse where you want to receive the material.

Step 04: Now click on edit button to add your material to be requested.

Step 05: Now select the material to be purchased.

Step 06: You can choose Cost Center or project in Accounting Dimensions.

Step 07: Click on Save.

Step 08: Click on Submit.

Step 09: Click on Yes

Step 10: Click on print.

Step 11: This is how Material Request print will look like, You can customize the format as per your need.

Here is screencast on How to create new material request in ERPNext.

Stay Tuned for Next part.