ERPNext Walkthroughs

Pay a supplier with Kenya withholding tax worked out for you, then pay the withheld amount to KRA in one entry.

Match Paybill receipts that nobody has applied to an unpaid invoice, from one screen, and let the system book the payment.

Match each bank statement line to the payment already booked in ERPNext, and see it marked reconciled.

Review what the business earned on its sales and who owes it money, with the Sales Margin Review and Accounts Receivable Summary reports.

Order goods from a supplier, record their arrival in a store, and book the supplier's bill, with each document built from the one before.

Add items to a quotation and see stock, cost, recent prices and the margin under every row, without leaving the form.

Click an item's Rate on a quotation and choose its price from each selling price list, or type your own.

PowerPack warns before a second customer gets a Tax ID that is already used, and the KRA PIN checker fills in a walk-in buyer's registered name from the PIN, at the till and on the desk.

Transfer an item from one store to another with a Stock Entry, then check the stock in each store.

Open or join a shift, find invoices, copy a held order to send to a customer, and see where a shift is closed.

Add a new customer with an LPO number, build a cart, then take payment by an M-Pesa STK push or by matching a payment already received.

Return a cash sale and an M-Pesa sale from invoice history and see what happens to the money, then pay a new sale with the credit note by entering its voucher numbers.

Switch price list and store, price one item from every list with the star key, and sell quickly with the keyboard shortcuts.

Count each payment mode against what KLiK expects, choose how much cash goes to the bank, and close the shift.