The document details various updates and features related to the ERPNext platform, including project management enhancements, bug fixes, and new functionalities introduced during the March 2016 open day and hackathon. It highlights contributions from individuals, identifies issues with specific functionalities, and outlines user feedback on the platform's effectiveness. The document concludes with insights into user engagement and sales performance across different regions.

1. March 2016
Anand Doshi
Frappé | ERPNext Open Day

2. Central
Deploy User Interface
click and deploy
realtime progress
full control and visibility

3. Bench v2
Enables multiple benches
cleaner code
python install.py —develop
with Rushabh & Shreyas

4. Nginx
limit_conn_zone memory
starts dropping connections if full
increased to 100mb

5. Schools
Prepare for release
erpnext.com + press

6. PayPal UX
Improved messages
& error handling

7. मुंबई Hackathon
Mail Space
electron + email.js
nodejs testing
incomplete

8. 2015-16
looking back
ERP for Entrepreneurs
ERP for Everyone
ERP Made Simple

9. My Productivity
improved with the year
primary contributions in
servers, security, reviews, optimizations and user interface
only fixes in ERPNext

10. New Tech
Ansible, Vagrant, SocketIO
Electron + NodeJS
React + Redux
PaperJS
Twilio

11. Most Fun
Who is viewing
@mentions
Pretty 502
Sounds
Like

12. Feedback
Improve code refactoring
Take ownership of website / design
Did I fulfill them?
Previous

13. Goals 16-17
Leadership
UX & Design
Writing

14. Thanks@anandpdoshi

15. Frappé/ERPNext
Open Day
March 2016
Kanchan Chauhan

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. Collaborative Project Management Webpage

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. 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. Lesson Learned: Start simple and to the point

21. OPEN DAY
MARCH 2016

22. FIXED ASSET MANAGEMENT

23. FIXED ASSET MANAGEMENT
ACQUISITION
Create Serial No with appropriate Asset Category
Follow standard purchase cycle to purchase
Set depreciation settings

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. FIXED ASSET MANAGEMENT
SALE
Follow standard sales cycle for selling
Book gain / loss based on accumulated depreciation

26. FIXED ASSET MANAGEMENT
SCRAP
Book loss on scrapping an asset if any

27. FIXED ASSET MANAGEMENT
COMING IN THE NEXT RELEASE !

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. CLEANUP & FIXES
SERIALISED ITEM VALUATION
▸ Fixed logic of serialised item valuation for negative stock
and zero rate purchase
▸ Reposted existing stock ledger entries

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. 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. THANKS

33. Open Day
March 2016 at Frappé

34. मुंबई Hackathon 2016
17 Teams | 32 Participants | 30 Hours
11 Open Source Applications developed

35. मुंबई Hackathon 2016 - Winners
GigAlert
A webapp for fans to stay informed about their favourite live (music) gigs

36. मुंबई Hackathon 2016 - Winners
Bling
An app for quickly asking questions / taking polls / requesting locations

37. मुंबई Hackathon 2016 - Winners
Eldian
A password management software with encrypted note sharing

38. Support Week

39. project_name -> project

40. Added project to Manufacturing

41. Frappé Schools
Achievement for the Year

42. Thank You!
@neilLasrado

43. OPEN DAY
March 2016
Rohit

44. REQUEST FOR QUOTATION
• Buying -> Request for Quotation -> New RFQ
• Material Request -> Request for Quotation

45. MAKE SUPPLIER QUOTATION
FROM RFQ
• For User
• For Supplier

46. FOR USER
• User has to click on Make Supplier Quotation
• Select supplier in pop up and click on Make Supplier
Quotation

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. • Supplier has to click on link to update the password.

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. FEATURE REVIEW
• Add margin in pricing rule
• Apply margin on sales flow(Quotation -> Sales Order -> Sales
Invoice -> Delivery Note)

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. MUMBAI HACKATHON
Thank You :)

53. Open Day
March Madness
2016
Rushabh Mehta

54. #bench

55. # bench install
$ bench setup
using ansible . . .
retiring setup_frappe.sh . . .
cleaning up redis-install . . .

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. #ux

58. # form re-org "
## Feature
- stop field reorder
- allow custom fields
## Output
- community #
reason

59. # autosuggest remember
## Feature
- sort by frequently used
## Implementation
- keep count of links in redis on document
save
- flush every 5 mins

60. # modules redesign
## Add new links

61. ## New module layout
# modules redesign

62. ## Desktop Icon table
# modules redesign

63. # modules redesign
## App config
### Admin config
#### User config

64. # seen unseen
## Communicate if user has seen

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. # quick entry
## Mandatory fields open in dialog

67. # portal menu
## Configurable via Portal Settings

68. # portal menu
## Shows count

69. #hack

70. # chat bot
## Hello Bot

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. #thanks
@rushabh_mehta

73. Open Day
March 2016
Saurabh Palande

74. PO Address Feature
• Address selection on
PO
• In drop shipping
select customer
address
• Or make PO by
specifying company
address

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. Sync Status for Queued

77. Sync Status on Completion

78. Error Log with data

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. Document flow

81. Mumbai Hackathon

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. @saurabh6790
Thanks

84. Open day
SHREYAS
March 2016

85. Support week
Custom Print Format paired with Anand

86. Support week
Remove Warehouse column from Gross profit report

87. Support week
Show Warehouse in Items table in Material Request

88. Support week

89. Support week
Thanks to Anand, Umair and Nabin

90. Central 2.0
Backup Site

91. Central 2.0
Restore Site

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. Planned
• Migration for RungaMattee.
• Fixing Issues related to Central 2.0

94. Thank YOU

95. March 2016
Umair Sayed
Apr, 2015 Mar, 2016

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. Customer Group wise Sales

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. All Users
152 countries
India (699), United States (419), Indonesia (122), Bangladesh (120),
Mexico (114), United Arab Emirates (114), Saudi Arabia (102)

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. In March, 2015

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. 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. Trials
2391
0
750
1500
2250
3000
Apr May Jun July Aug Sept Oct Nov Dec Jan Feb Mar
Free Trials
109

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. 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. Hackathon App

108. Fixes
ERPNext
Account Receivable Report
Task List Filter
Fixed Links
Community Portal
Accounts Module
User Manual

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. 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. 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. 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. 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. Thanks
Thanks to Anand for the maps

115. Open Day
March 2016
Valmik J

116. Mumbai Hackathon!
Rushabh beat-boxing for the crowd

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. 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. 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. 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. Poster of the Month

123. 8ank you