ERPNext Walkthroughs

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

Pay a supplier a deposit against a Purchase Order with Kenya withholding worked out, then see it follow the Purchase Invoice to KRA, or release it when no invoice will come.

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.

Spread one supplier payment over the invoices you choose, amount by amount, instead of the oldest-first allocation, and add a supplier's statement lines by pasting them.

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.

PowerPack adds shortcuts to ERPNext: fill a sales order from a list, pick a price per line, take payment on the order, set selling prices while you buy, search items by any words and reprice many items at once.

Set a floor for selling prices as a percentage above cost, see a sale below it refused, and see how a price approval request is sent to the person who may allow it.

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

Send a quotation, order or invoice on WhatsApp in one click: copy the print as a picture or a short message with a link, from the Powerup menu on the form and on the print preview.

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.

Set up the areas each van covers on which weekdays, let Field Sales draft routes from past visits, and plan a van's day with the shops that are due.

See where each van went and what it sold, which shops have not been visited for a while, which areas sell most, and how a van's day compared with its plan.

Set each shop's territory from where it is pinned, and find shops that were added twice so you can merge them into one customer.

Start the day on the van, pick today's route, see which shops are due, check in at a shop and make a sale paid in cash.

Add a shop on the phone: photograph its sign to fill in the name, phone and address, and pin it where you stand or leave the pin for the first visit.

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.

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

Look up any item's purchases, sales, open orders and stock movements in one place, with the Transaction History page.

See each sales invoice with what was paid in cash, M-Pesa or bank side by side, the totals per payment mode and what is still owed, with the Sales Report Enhanced report.

Open the General Ledger, Profit and Loss and Cash Flow reports straight from the Chart of Accounts, and see what each one answers.