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Frappé Open Day Presentations - March 2016

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On Open Day, we share our activities of the month with each other and the community. It's when we take a step back and see where we stand. To see past open days, visit https://frappe.io/blog/open-day

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Frappé Open Day Presentations - March 2016

  1. 1. March 2016 Anand Doshi Frappé | ERPNext Open Day
  2. 2. Central Deploy User Interface click and deploy realtime progress full control and visibility
  3. 3. Bench v2 Enables multiple benches cleaner code python install.py —develop with Rushabh & Shreyas
  4. 4. Nginx limit_conn_zone memory starts dropping connections if full increased to 100mb
  5. 5. Schools Prepare for release erpnext.com + press
  6. 6. PayPal UX Improved messages & error handling
  7. 7. मुंबई Hackathon Mail Space electron + email.js nodejs testing incomplete
  8. 8. 2015-16 looking back ERP for Entrepreneurs ERP for Everyone ERP Made Simple
  9. 9. My Productivity improved with the year primary contributions in servers, security, reviews, optimizations and user interface only fixes in ERPNext
  10. 10. New Tech Ansible, Vagrant, SocketIO Electron + NodeJS React + Redux PaperJS Twilio
  11. 11. Most Fun Who is viewing @mentions Pretty 502 Sounds Like
  12. 12. Feedback Improve code refactoring Take ownership of website / design Did I fulfill them? Previous
  13. 13. Goals 16-17 Leadership UX & Design Writing
  14. 14. Thanks@anandpdoshi
  15. 15. Frappé/ERPNext Open Day March 2016 Kanchan Chauhan
  16. 16. Collaborative Project Management • Projects module. • Project • Task • Time-log • User (Child table of Project) • Availability • System user and website user. • By default every new user is a website user. • Welcome email is sent when a user is added to a project. • Features available for tasks and time-logs • View • Update status • Add comment • Create New
  17. 17. Collaborative Project Management Webpage
  18. 18. Findings on setting up ERPNext • “View a list of all the help videos” URL not correct • Supplier Quotation: Tax and Charges by default you can select only 1. Multi select needed. • Purchase Order: ”Get last purchase order" should have msgbox saying "No last purchase order found”. • Purchase Order: On completed cycle MAKE button does nothing, only flickers. • Did not understand the concept of Allowance percentage. • Even after submitting and viewing some things still shows up in notification. • Edit from link button, stays on same page after saving, it should go back to previous page.
  19. 19. Findings on setting up ERPNext • Edit from link button, stays on same page after saving, it should go back to previous page. • Mandatory Field collapsed in Selling->Quotation->Territory • Cannot create Sales Order till you convert Lead into customer. • Save and Submit bit confusing, should be auto save and only submit • Sales Invoice: Cannot submit, cannot update stock against Delivery Note • Production Order: Should have some message to enable production for item • Production Planning Tool:Error "Cannot create production order", no clear reason. • Cannot delete item group tree • HR - Employee Attendance Tool (No Save button)
  20. 20. Lesson Learned: Start simple and to the point
  21. 21. OPEN DAY MARCH 2016
  22. 22. FIXED ASSET MANAGEMENT
  23. 23. FIXED ASSET MANAGEMENT ACQUISITION Create Serial No with appropriate Asset Category Follow standard purchase cycle to purchase Set depreciation settings
  24. 24. FIXED ASSET MANAGEMENT DEPRECIATION Automatic depreciation entry based on predefined schedule *Depreciation is nothing but booking expense over a period following a specific method
  25. 25. FIXED ASSET MANAGEMENT SALE Follow standard sales cycle for selling Book gain / loss based on accumulated depreciation
  26. 26. FIXED ASSET MANAGEMENT SCRAP Book loss on scrapping an asset if any
  27. 27. FIXED ASSET MANAGEMENT COMING IN THE NEXT RELEASE !
  28. 28. CLEANUP & FIXES RECURRING DOCS ▸ Next recurring date now can be set manually ▸ ‘No Copy’ fields should not get copied ▸ Reset recurring id on amendment ▸ Fixed delivery and billing status of affected recurring orders
  29. 29. CLEANUP & FIXES SERIALISED ITEM VALUATION ▸ Fixed logic of serialised item valuation for negative stock and zero rate purchase ▸ Reposted existing stock ledger entries
  30. 30. CLEANUP & FIXES REPORTS ▸ Trial Balance and Financial Statements Show group rows with zero values if there are values against children. ▸ Balance Sheet Message if previous fiscal year is not closed ▸ Delivered / Received Items to be Billed Refactored based on billed amount ▸ Check print permissions on report printing / pdf
  31. 31. CLEANUP & FIXES FRAPPE ▸ Set new document name after creating via link field ▸ Set docstatus before and after insert ▸ Don't notify to all system users from communication
  32. 32. THANKS
  33. 33. Open Day March 2016 at Frappé
  34. 34. मुंबई Hackathon 2016 17 Teams | 32 Participants | 30 Hours 11 Open Source Applications developed
  35. 35. मुंबई Hackathon 2016 - Winners GigAlert A webapp for fans to stay informed about their favourite live (music) gigs
  36. 36. मुंबई Hackathon 2016 - Winners Bling An app for quickly asking questions / taking polls / requesting locations
  37. 37. मुंबई Hackathon 2016 - Winners Eldian A password management software with encrypted note sharing
  38. 38. Support Week
  39. 39. project_name -> project
  40. 40. Added project to Manufacturing
  41. 41. Frappé Schools Achievement for the Year
  42. 42. Thank You! @neilLasrado
  43. 43. OPEN DAY March 2016 Rohit
  44. 44. REQUEST FOR QUOTATION • Buying -> Request for Quotation -> New RFQ • Material Request -> Request for Quotation
  45. 45. MAKE SUPPLIER QUOTATION FROM RFQ • For User • For Supplier
  46. 46. FOR USER • User has to click on Make Supplier Quotation • Select supplier in pop up and click on Make Supplier Quotation
  47. 47. FOR SUPPLIER • To invite supplier to bid on requirement user has to send email to supplier by clicking on Send Supplier Emails • If supplier’s user is new then supplier get link to update the password.
  48. 48. • Supplier has to click on link to update the password.
  49. 49. RFQ PORTAL VIEW • Supplier enter into bid by entering the rate against the product or service. • Supplier can also change the quantity • Supplier quotation will create on submission of RFQ.
  50. 50. FEATURE REVIEW • Add margin in pricing rule • Apply margin on sales flow(Quotation -> Sales Order -> Sales Invoice -> Delivery Note)
  51. 51. SUPPORT WEEK • Image view get hide after submission of records. • Draft BOM showing under link field of BOM in Get Items from BOM on Material Request. • Indicator in material request item showing wrong colour if ordered qty is greater than requested qty (qty==ordered_qty) • Earlier recurring billing issue. • Fiscal year removed from trends report. • Default letter head of the company is not displaying in sales and purchase flow.
  52. 52. MUMBAI HACKATHON Thank You :)
  53. 53. Open Day March Madness 2016 Rushabh Mehta
  54. 54. #bench
  55. 55. # bench install $ bench setup using ansible . . . retiring setup_frappe.sh . . . cleaning up redis-install . . .
  56. 56. # Dynamic Links $ frappe delete-doc Scanning links . . . Applying fix . . . do not validate communication - if dynamic link: - Table 1 (302) - Table 2 (566) - Communication (23,044) ⏳
  57. 57. #ux
  58. 58. # form re-org " ## Feature - stop field reorder - allow custom fields ## Output - community # reason
  59. 59. # autosuggest remember ## Feature - sort by frequently used ## Implementation - keep count of links in redis on document save - flush every 5 mins
  60. 60. # modules redesign ## Add new links
  61. 61. ## New module layout # modules redesign
  62. 62. ## Desktop Icon table # modules redesign
  63. 63. # modules redesign ## App config ### Admin config #### User config
  64. 64. # seen unseen ## Communicate if user has seen
  65. 65. # seen unseen ## Implementation - Check “Track Seen” in doctype - Optional column `_seen` is created - Get _seen column in list view - Update _seen on form load - Reset _seen on save
  66. 66. # quick entry ## Mandatory fields open in dialog
  67. 67. # portal menu ## Configurable via Portal Settings
  68. 68. # portal menu ## Shows count
  69. 69. #hack
  70. 70. # chat bot ## Hello Bot
  71. 71. # chat bot ## Implementation - New user “Bot” in chat - If user is bot, evaluate parsers - HelloBot, ListBot, FindBot - Add new parsers via hooks.py - UI changes - Command-line in desk $
  72. 72. #thanks @rushabh_mehta
  73. 73. Open Day March 2016 Saurabh Palande
  74. 74. PO Address Feature • Address selection on PO • In drop shipping select customer address • Or make PO by specifying company address
  75. 75. Shopify Sync Log • User not getting any idea about sync process • Hard to debug, if sync break • In case of any exception, it breaks whole sync process
  76. 76. Sync Status for Queued
  77. 77. Sync Status on Completion
  78. 78. Error Log with data
  79. 79. Stock Update on PI • Update stock via Purchase Invoice • Learnt how perpetual inventory works and some basics of accounting by pairing with Rohit • Worked with first pull request.
  80. 80. Document flow
  81. 81. Mumbai Hackathon
  82. 82. Some fixes • Paypal currency validation • Capture transaction id and Correlation id for transaction • Image duplication fixes • validate paypal credentials while setting up gateway settings and creating payment request
  83. 83. @saurabh6790 Thanks
  84. 84. Open day SHREYAS March 2016
  85. 85. Support week Custom Print Format paired with Anand
  86. 86. Support week Remove Warehouse column from Gross profit report
  87. 87. Support week Show Warehouse in Items table in Material Request
  88. 88. Support week
  89. 89. Support week Thanks to Anand, Umair and Nabin
  90. 90. Central 2.0 Backup Site
  91. 91. Central 2.0 Restore Site
  92. 92. Bench Bench restore with files • bench —-site <site_name> restore <db_path> —with-public- files <path_to_files> —with-private-files <path_to_files>
  93. 93. Planned • Migration for RungaMattee. • Fixing Issues related to Central 2.0
  94. 94. Thank YOU
  95. 95. March 2016 Umair Sayed Apr, 2015 Mar, 2016
  96. 96. Plan wise Sales 23% 4% 6% 10% 28% 30% 5 User 25 User (+ 100 user renewals) Assisted Development Donations VIP Others (multi-tenant,
 plan upgrade, Startup)
  97. 97. Customer Group wise Sales
  98. 98. Paid Users 62 countries India (65), United Arab Emirates (37), United States (26), 
 Saudi Arabia (12), Canada (10), Singapore (9), United Kingdom (9)
  99. 99. All Users 152 countries India (699), United States (419), Indonesia (122), Bangladesh (120), Mexico (114), United Arab Emirates (114), Saudi Arabia (102)
  100. 100. Territory wise Sales 2%2%4% 7% 12% 13% 18% 19% 24% East Asia (India, Pak, Nepal, Myanmar) North America Middle East Europe South East Asia (Singapore, Indonesia,
 Malaysia, Vietnam etc.) Africa South America North Asia (China, Russia) Australia
  101. 101. In March, 2015
  102. 102. New Customers 0 7.5 15 22.5 30 Apr May Jun July Aug Sept Oct Nov Dec Jan Feb Mar 2015-2016 2014-2015 2013-2014 16
  103. 103. Renewals 0 7.5 15 22.5 30 Apr May Jun July Aug Sept Oct Nov Dec Jan Feb Mar 2015-2016 2014-2015 2013-2014 20
  104. 104. Trials 2391 0 750 1500 2250 3000 Apr May Jun July Aug Sept Oct Nov Dec Jan Feb Mar Free Trials 109
  105. 105. Support Tickets 0 175 350 525 700 Apr May Jun July Aug Sept Oct Nov Dec Jan Feb Mar 2015-2016 2014-2015 2013-2014 568
  106. 106. Forum 0 750 1500 2250 3000 Apr May Jun July Aug Sept Oct Nov Dec Jan Feb Mar 2015-2016 2014-2015 2013-2014 2620
  107. 107. Hackathon App
  108. 108. Fixes ERPNext Account Receivable Report Task List Filter Fixed Links Community Portal Accounts Module User Manual
  109. 109. Sessions Red Blink, Sikandar Dhaliwal, USA Svar FNF, Mahesh Rao, India Energy Care Holding, Tarek, KSA World Shopper, Herbert, UK Waheed, Fast Link, Oman Crystalline Mirros, Maria, Austria
  110. 110. User Feedback We are loving all of the latest updates and are very excited to see what else comes along with future releases. 
 
 I was especially happy to see the Shopify connector and the payment gateway updates. I hope that leads to more versatility and a connector is eventually released for Bigcommerce as well (that's what we recently started using for our e-commerce). 
 
 I've been watching some of the videos from the conference as well, sounds like you guys have some very big things going on! Keep up the good work, it's great watching the successes you all are achieving! - Andrew Cook, Atlas Flags
  111. 111. User Feedback I've moved to a local server, can you make sure I don't receive any emails reminding me
 to pay for service? Not sure where I would go to unsubscribe.
 I'm very happy with the ease of installing and modifying your software so far, thanks for your work.
 - Colten, Fab lab …………………………………………….. It is with great pleasure to be sending this email. I have not been this excited for a while now. What you guys are doing is an amazing thing that will surely change the world by storm. - Service Provider in Ghana
  112. 112. User Feedback First off, I wanted to express my high regards for the extremely robust ERP system your team has designed, especially the most recent developments. Great Job!
 - Chris, Sea Fire …………………………………………….. All in all, thank you very much to all the people who have made this possible. It's really putting back the fun in module development especially for me coming from odoo." - Anonymous User
  113. 113. User Feedback You guys have an awesome application, and I really wish that ERPNext will suite or requirements. - Rabah, Arabcal …………………………………………….. All in all, thank you very much to all the people who have made this possible. It's really putting back the fun in module development especially for me coming from Odoo." - Anonymous User
  114. 114. Thanks Thanks to Anand for the maps
  115. 115. Open Day March 2016 Valmik J
  116. 116. Mumbai Hackathon! Rushabh beat-boxing for the crowd
  117. 117. Leave Approver Improvements Now, you can set a Leave Approver to an Employee only if the Leave Approver is a Leave Approver. Wait what? If no Leave Approver is set for an Employee, a list of Leave Approvers will be given to pick from
  118. 118. Removed from : Holiday List, Holiday Calendar, Maintenance Schedule, Installation Note, Expense Claim, Lead, C-Form, Stock Entry, Warranty Claim, Maintenance Visit, Opportunity, 2otation, GL Entry, Stock Reconciliation, Journal Entry, Supplier, 2otation, A4endance, Upload A4endance, Neil Lasrado, Purchase Order, Sales Order, Stock Ledger Entry, Sales Invoice, Appraisal, Delivery Note, Purchase Receipt, Purchase Invoice, Leave Block List and reports 8anks to Nabin and Anand for all the help and preventing catastrophic failure :) Die Fiscal Year die!
  119. 119. Die Celery Die! ● Celery is now defunct. We're moving to Redis 2eue which is a much simpler system of managing jobs. ● Same functionality as before, just a di>erent system. Thanks to Anand and Shreyas
  120. 120. How Scheduling works ● A script runs at all times, and calls a method every ?ve minutes ● 8is method will check which events it needs to run and for which site ● 8en it will trigger an enqueue call for each method it needs to run, and adds it to RQ ● Methods then get processed by RQ Workers accordingly ● 8ree queues : short, default, long
  121. 121. Poster of the Month
  122. 122. 8ank you

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