ERPNext — Module Features Overview
CRM | Sales | Purchase | Delivery | Stock | Accounts
v14
Feature Summary
ERPNext Version 14 is a stable, fast, and highly customizable open-source ERP platform built on the Frappe Framework. This document summarizes the key features available across the six core business modules — designed to give new customers a clear picture of what ERPNext v14 delivers out of the box.
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CRM Module
Lead to Opportunity Management
Lead & Opportunity
- Lead capture, assignment & tracking
- Opportunity pipeline management
- Prospect Document — aggregates leads, opportunities & communications NEW
- Quotation generation directly from CRM
- Sales funnel & stage analysis
Automation & Communication
- Events-Based Follow-up Scheduling replaces manual Next Contact Date fields NEW
- Opportunity Owner tracking (renamed from converted_by) NEW
- Auto-disable of lead when converted to opportunity NEW
- Activities & Notes dedicated tabs NEW
- Newsletter & email campaign management
- Auto follow-ups & notifications
Organisation
- Territory-based lead management
- Lead source, campaign & sales stage definitions
- Website inquiry form integration
- Role-based access per user
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Sales Module
Order to Invoice Management
Order Management
- Sales Order full lifecycle management
- Quotation & proforma invoice generation
- Price lists by customer, group & territory
- Multi-currency sales support
- Promotional schemes & flexible pricing rules
Invoicing & Payments
- Sales invoice generation
- Payment Terms Tracking — Payment Term Status report with FIFO allocation NEW
- Commission tracking for sales personnel
- Automated email communication to customers
Analytics & Operations
- Sales analytics & KPI dashboards
- Item variants (color, size, shape, finish)
- Point of Sale (POS) transactions
- Bulk Transaction Processing from List view NEW
- Online marketplace integration
- Customer portal access
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Purchase Module
Procurement & Supplier Management
Procurement Cycle
- Full cycle: Material Request → RFQ → Supplier Quotation → PO → GRN → Purchase Invoice
- RFQ to multiple suppliers in one click
- Supplier quotation comparison tool
- Landed Cost Voucher (freight, customs, etc.)
- Procurement tracker for progress monitoring
Supplier Management
- Supplier scorecard & performance tracking
- Supplier grouping, tagging & portal
- Purchase history tracking per supplier/item
- Item-wise defaults (accounting, warehouse, supplier)
Advanced Features
- Refreshed Subcontracting Module — dedicated Subcontracting Order & Receipt docs NEW
- Faster BOM Updates via improved BOM Update Tool NEW
- Auto reorder on low stock
- Serialized & batch item purchasing
- Multiple UOM conversion
- Purchase analytics reports
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Delivery Module
Shipment & Fulfilment Tracking
Fulfilment
- Delivery Note creation from Sales Orders
- Pick List generation before dispatch
- Packing Slip management
- Shipment tracking & status updates
- Delivery status visible on Sales Orders
Warehouse & Scanning
- UOM Specific Barcodes — scan items by unit of measure during picking/packing NEW
- Barcode-based real-time stock updates
- Quality inspection at delivery stage
Operations
- Multiple delivery addresses per customer
- Bulk Delivery Document Processing from List view NEW
- Return & rejection handling
- Integration with Stock & Accounts modules
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Stock / Inventory Module
Warehouse & Inventory Management
Inventory Control
- Tree-structure warehouse management
- Stock transactions: Receipt, Issue, Transfer
- Stock Ledger & Register
- Stock Reconciliation
- Projected Quantity report
- Item Shortage report
- Auto reorder on low stock levels
Valuation — New in v14
- Realtime Stock Batch Valuations NEW
- LIFO Valuation Method added (alongside FIFO & Moving Average) NEW
- Warehouse-specific stock in-hand accounts
Item & Batch Management
- Serialized inventory with barcode tracking
- Batch management with auto naming
- UOM Specific Barcodes for scanning NEW
- Item variants (color, size, finish)
- Product bundle management
- Put-away rules for smart bin allocation
- Unlimited inventory dimensions
- Perpetual & periodic inventory systems
- Quality inspection at receipt/delivery
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Accounts Module
Financial Management & Reporting
Financial Statements
- P&L, Balance Sheet, Cash Flow statements
- Better & Faster Financial Reporting NEW
- Consolidated statements for multi-company
- Unlimited accounting dimensions
- Budget alerts: Alert / Stop / Warn modes
Payments & Reconciliation
- Bank & payment reconciliation
- Payment Terms Tracking report (FIFO-based) NEW
- Common Party Accounting — cross-party invoice handling NEW
- Multi-currency with exchange rate management
- More Supported Currencies & Exchange Rate Providers NEW
- Payment gateway integration
Compliance & Automation
- KSA VAT E-Invoicing compliance NEW
- GST / TDS / TCS handling (India)
- Auto Repeat for recurring JVs & invoices
- Subscription management
- Expense Claims & Employee Advance
- Dunning (overdue payment follow-up)
- Approval workflows & audit trail
- Role-based financial access control
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Platform-Wide Enhancements in v14
Features that improve usability across all modules
UI & Navigation
- Customizable Workspaces — drag & drop components NEW
- Tab View inside documents NEW
- Improved Print Format Builder NEW
- Mobile-friendly web interface
Organisation & Assets
- Organizational Chart — export as PNG NEW
- Asset Splitting — group & split assets NEW
- Generic Service Level Agreements NEW
Productivity
- Bulk Transaction Processing from List view NEW
- Workflow implementation across all doctypes
- REST API for third-party integrations
- Data export & import capabilities