HR:
India:
Canada:
UK:
The Importance of CRM
Are you tired of losing potential customers or struggling to retain existing ones? Do you want to increase your sales and revenue, while improving customer satisfaction and loyalty? If so, then you need to watch our latest video on "The Importance of CRM"!
In this video, we discuss how Customer Relationship Management (CRM) can help businesses of all sizes to achieve their growth goals. We cover the importance of identifying potential customers and the role of lead management in successful sales and marketing strategies. We also explain how CRM can improve customer communication, increase sales and revenue, and enhance customer loyalty and retention.
At Finbyz, we believe that every business should utilize CRM to reach its full potential. You can also contact us for more information and to see how we can help you achieve your business growth goals. Don't miss out on this opportunity to take your business to the next level with CRM!
Are you tired of losing potential customers or struggling to retain existing ones? Do you want to increase your sales and revenue, while improving customer satisfaction and loyalty? If so, then you need to watch our latest video on "The Importance of CRM"!
In this video, we discuss how Customer Relationship Management (CRM) can help businesses of all sizes to achieve their growth goals. We cover the importance of identifying potential customers and the role of lead management in successful sales and marketing strategies. We also explain how CRM can improve customer communication, increase sales and revenue, and enhance customer loyalty and retention.
At Finbyz, we believe that every business should utilize CRM to reach its full potential. You can also contact us for more information and to see how we can help you achieve your business growth goals. Don't miss out on this opportunity to take your business to the next level with CRM!
Steps to Successfully Implement an ERP System: A Comprehensive Guide
Welcome to Finbyz tech's video on ERP implementation steps. We'll guide you through the different stages of the implementation process to help you understand what it takes to implement an ERP system.
1. Define your requirements by analyzing your current business processes, identifying bottlenecks, and areas where an ERP system can help.
2. Choose the right ERP system by considering its functionality, ability to integrate with other systems, flexibility, and scalability.
3. Prepare a project plan that outlines the project's scope, timelines, budget, and resources required. Involve stakeholders to ensure everyone understands the project's goals and objectives.
4. Migrate data accurately and consistently from existing systems to the new ERP system.
5. Configure the ERP system to align with your business processes. Involve end-users to ensure the system meets their requirements.
6. Test the system's functionality with unit, integration, and user acceptance testing.
7. Train end-users effectively with a training plan that includes both online and in-person sessions, documentation, and user guides.
8. Deploy the ERP system to your organization's users by conducting a pilot deployment to a small group of users before rolling it out to the entire organization.
Thank you for watching! If you have any questions, leave them in the comments section below. Don't forget to like, share, and subscribe to our channel for more informative videos.
Welcome to Finbyz tech's video on ERP implementation steps. We'll guide you through the different stages of the implementation process to help you understand what it takes to implement an ERP system.
1. Define your requirements by analyzing your current business processes, identifying bottlenecks, and areas where an ERP system can help.
2. Choose the right ERP system by considering its functionality, ability to integrate with other systems, flexibility, and scalability.
3. Prepare a project plan that outlines the project's scope, timelines, budget, and resources required. Involve stakeholders to ensure everyone understands the project's goals and objectives.
4. Migrate data accurately and consistently from existing systems to the new ERP system.
5. Configure the ERP system to align with your business processes. Involve end-users to ensure the system meets their requirements.
6. Test the system's functionality with unit, integration, and user acceptance testing.
7. Train end-users effectively with a training plan that includes both online and in-person sessions, documentation, and user guides.
8. Deploy the ERP system to your organization's users by conducting a pilot deployment to a small group of users before rolling it out to the entire organization.
Thank you for watching! If you have any questions, leave them in the comments section below. Don't forget to like, share, and subscribe to our channel for more informative videos.
How to create System User and Employee in ERPNext
In this video we will learn How to use Forward Contract in ERPNext:
- First, you will have to go to the forward contract list and click on add forward contract.
- Add Necessary details like Booking Reference Number, contract amount, current rate, margin and premium, Booking Rate, Booking and Bank.
- Select Maturity Date and Maturity To
- Click on save and submit.
- forward contract can use through payment entry.
- Go to the Payment Entry list and click on New.
- Select the Party Type and the respective Customer/Supplier.
- Select the Bank Account/Cash Account Paid to and Paid From.
- Select the forward Contract in Forward Utilization table and Enter the Amount utilized.
- Enter the Amount Paid.
- Enter the Cheque Number and date if bank transfer.
- Save and submit.
- to cancel the forward contract
- Go to Forward Contract List, Open Current contract.
- In Cancellation Section, Enter Cancellation date, Cancellation Amount, Cancellation rate and select the bank.
- Click on add Cancellation details.
- Click on the update, after click on the update one Journal entry will post for Exchange gain loss entry.
- Please do like & Subscribe to our channel for more tutorials like this!
In this video we will learn How to use Forward Contract in ERPNext:
- First, you will have to go to the forward contract list and click on add forward contract.
- Add Necessary details like Booking Reference Number, contract amount, current rate, margin and premium, Booking Rate, Booking and Bank.
- Select Maturity Date and Maturity To
- Click on save and submit.
- forward contract can use through payment entry.
- Go to the Payment Entry list and click on New.
- Select the Party Type and the respective Customer/Supplier.
- Select the Bank Account/Cash Account Paid to and Paid From.
- Select the forward Contract in Forward Utilization table and Enter the Amount utilized.
- Enter the Amount Paid.
- Enter the Cheque Number and date if bank transfer.
- Save and submit.
- to cancel the forward contract
- Go to Forward Contract List, Open Current contract.
- In Cancellation Section, Enter Cancellation date, Cancellation Amount, Cancellation rate and select the bank.
- Click on add Cancellation details.
- Click on the update, after click on the update one Journal entry will post for Exchange gain loss entry.
- Please do like & Subscribe to our channel for more tutorials like this!
How to Create Bank Account and Mode of Payment in ERPNext
In this video we will learn how to create Bank Account and Mode of payment in ERPNext.
First, let's create a bank in ERPNext.
Go to the Bank List.
Then, Click on "Add Bank."
Enter the Bank Name, Swift Number, and Bank Website.
Then, Click on "Save."
You can also add the bank address and contact information here.
Now that we have created a bank, let's move on to creating a bank account.
Go to the Bank Account List and click on "Add Bank Account."
Enter the Bank Account Name.
Then, Select the bank, account type, and sub-account type.
If it is the default bank account for all transactions, you can set it as default.
If it is a company bank account, check the "Is Company Account" checkbox. When you check this box, two fields are populated: company account name and company. Select the company account and company.
If it is not a company bank account, you can link it with a customer, supplier, or employee. Select the party type and select the party to link the bank account.
In the account details section, enter the details like I-B-A-N, Branch Code, and Bank Account Number.
Click on "Save."
Now, let's create a mode of payment.
Go to the Mode of Payment List.
Then, Click on "Add Mode of Payment" and select the type.
In the Accounts section, select the company for which the mode of payment is used and select the account.
Thank you for watching ! Like, Share, and Subscribe for more.
In this video we will learn how to create Bank Account and Mode of payment in ERPNext.
First, let's create a bank in ERPNext.
Go to the Bank List.
Then, Click on "Add Bank."
Enter the Bank Name, Swift Number, and Bank Website.
Then, Click on "Save."
You can also add the bank address and contact information here.
Now that we have created a bank, let's move on to creating a bank account.
Go to the Bank Account List and click on "Add Bank Account."
Enter the Bank Account Name.
Then, Select the bank, account type, and sub-account type.
If it is the default bank account for all transactions, you can set it as default.
If it is a company bank account, check the "Is Company Account" checkbox. When you check this box, two fields are populated: company account name and company. Select the company account and company.
If it is not a company bank account, you can link it with a customer, supplier, or employee. Select the party type and select the party to link the bank account.
In the account details section, enter the details like I-B-A-N, Branch Code, and Bank Account Number.
Click on "Save."
Now, let's create a mode of payment.
Go to the Mode of Payment List.
Then, Click on "Add Mode of Payment" and select the type.
In the Accounts section, select the company for which the mode of payment is used and select the account.
Thank you for watching ! Like, Share, and Subscribe for more.
How to Configure Sales and Purchase Taxes in ERPNext
ERPNext is a versatile Enterprise Resource Planning (ERP) software that allows businesses to manage their financial transactions effectively. Configuring sales and purchase taxes in ERPNext is crucial for accurate financial reporting and compliance.
Step 1: Log In to ERPNext
Start by logging in to your ERPNext account using your credentials. Ensure that you have the necessary permissions to configure taxes.
Step 2: Access the Taxes and Charges Template List
Once logged in, navigate to "Setup" in the main menu and select "Taxes and Charges Template List." This is where you can define tax templates for both sales and purchases.
Step 3: Create a New Tax Template
To create a new tax template, click on the "+ New" button. This will open a form where you can define the tax template details.
Step 4: Define Tax Template Details
In the tax template form, provide the following details:
Tax Category: Select whether the tax is for sales or purchases.
Tax Type: Choose the type of tax, such as GST, VAT, or any other applicable tax.
Tax Rate: Specify the percentage of the tax rate.
Applicable On: Define whether the tax applies to the total amount, item rate, or other specific criteria.
Tax Account: Select the appropriate ledger or account where the tax amount should be recorded.
Tax Included in Basic Rate: Check this option if the tax is included in the basic rate of items.
Tax Calculation: Choose the tax calculation method, such as "On Net Total" or "On Previous Row Total."
Step 5: Save the Tax Template
After entering the tax template details, click the "Save" button to save the template. You can create multiple tax templates for different tax scenarios.
Step 6: Associate Tax Templates with Items or Suppliers
To apply these tax templates to items or suppliers, you'll need to associate them in the respective master records.
For Items: Go to the "Item List," select the item, and edit its details. In the "Taxes" section, choose the appropriate tax template you've created.
For Suppliers: Navigate to "Buying > Supplier" and select the supplier you want to associate with a tax template. In the "Tax ID" field, choose the relevant tax template.
Step 7: Test and Validate
Create test transactions for both sales and purchases to validate that the configured tax templates are applied correctly. This step ensures that your tax calculations are accurate.
Step 8: Review and Update
Periodically review your tax templates to ensure they remain accurate and up-to-date, especially when tax regulations change.
Congratulations! You've successfully configured sales and purchase taxes in ERPNext.
By following this step-by-step guide, you can effectively configure and manage sales and purchase taxes in ERPNext, helping you maintain accurate financial records and ensure compliance with tax laws.
ERPNext is a versatile Enterprise Resource Planning (ERP) software that allows businesses to manage their financial transactions effectively. Configuring sales and purchase taxes in ERPNext is crucial for accurate financial reporting and compliance.
Step 1: Log In to ERPNext
Start by logging in to your ERPNext account using your credentials. Ensure that you have the necessary permissions to configure taxes.
Step 2: Access the Taxes and Charges Template List
Once logged in, navigate to "Setup" in the main menu and select "Taxes and Charges Template List." This is where you can define tax templates for both sales and purchases.
Step 3: Create a New Tax Template
To create a new tax template, click on the "+ New" button. This will open a form where you can define the tax template details.
Step 4: Define Tax Template Details
In the tax template form, provide the following details:
Tax Category: Select whether the tax is for sales or purchases.
Tax Type: Choose the type of tax, such as GST, VAT, or any other applicable tax.
Tax Rate: Specify the percentage of the tax rate.
Applicable On: Define whether the tax applies to the total amount, item rate, or other specific criteria.
Tax Account: Select the appropriate ledger or account where the tax amount should be recorded.
Tax Included in Basic Rate: Check this option if the tax is included in the basic rate of items.
Tax Calculation: Choose the tax calculation method, such as "On Net Total" or "On Previous Row Total."
Step 5: Save the Tax Template
After entering the tax template details, click the "Save" button to save the template. You can create multiple tax templates for different tax scenarios.
Step 6: Associate Tax Templates with Items or Suppliers
To apply these tax templates to items or suppliers, you'll need to associate them in the respective master records.
For Items: Go to the "Item List," select the item, and edit its details. In the "Taxes" section, choose the appropriate tax template you've created.
For Suppliers: Navigate to "Buying > Supplier" and select the supplier you want to associate with a tax template. In the "Tax ID" field, choose the relevant tax template.
Step 7: Test and Validate
Create test transactions for both sales and purchases to validate that the configured tax templates are applied correctly. This step ensures that your tax calculations are accurate.
Step 8: Review and Update
Periodically review your tax templates to ensure they remain accurate and up-to-date, especially when tax regulations change.
Congratulations! You've successfully configured sales and purchase taxes in ERPNext.
By following this step-by-step guide, you can effectively configure and manage sales and purchase taxes in ERPNext, helping you maintain accurate financial records and ensure compliance with tax laws.
How to Create Bill Of Materials Without Operations in ERPNext
In this video, we will learn how to create Bill of Materials as known as (B-O-M) without operations in ERPNext.
B-O-M are crucial for manufacturers to optimize production, cut costs, and maintain consistent product quality. So let's dive in!
You can go to B-O-M List, and click on Add B-O-M.
Select item to Manufacture, quantity to manufacture, and company.
By default, checkbox Is Active and, Is Default will be checked whenever you create new B-O-M. System will ensure these checkboxes are unchecked for all past B-O-M of same item on submit of current B-O-M.
If you wish to allow user use alternative item of raw materials at time of Production, you can check the allow alternative item checkbox.
In Operations & Materials section, select all the raw materials and mentioned quantity required to manufacture.
System will try to bring rates, but these can be updated later even after submit.
In case there is some scrap Item also getting generated in this manufacturing you can mentioned the same in Scrap & Process Loss section.
You must mention the rate of scrap item, system will take same rate at time of manufacturing. This amount in scrap item, will be deducted from raw materials cost to derive valuation of Finish Item in Manufacturing.
If you want to mandate quality inspection after production of item, you can check Quality Inspection required in More Info section.
Save and Submit the B-O-M.
Please subscribe for More such videos.
In this video, we will learn how to create Bill of Materials as known as (B-O-M) without operations in ERPNext.
B-O-M are crucial for manufacturers to optimize production, cut costs, and maintain consistent product quality. So let's dive in!
You can go to B-O-M List, and click on Add B-O-M.
Select item to Manufacture, quantity to manufacture, and company.
By default, checkbox Is Active and, Is Default will be checked whenever you create new B-O-M. System will ensure these checkboxes are unchecked for all past B-O-M of same item on submit of current B-O-M.
If you wish to allow user use alternative item of raw materials at time of Production, you can check the allow alternative item checkbox.
In Operations & Materials section, select all the raw materials and mentioned quantity required to manufacture.
System will try to bring rates, but these can be updated later even after submit.
In case there is some scrap Item also getting generated in this manufacturing you can mentioned the same in Scrap & Process Loss section.
You must mention the rate of scrap item, system will take same rate at time of manufacturing. This amount in scrap item, will be deducted from raw materials cost to derive valuation of Finish Item in Manufacturing.
If you want to mandate quality inspection after production of item, you can check Quality Inspection required in More Info section.
Save and Submit the B-O-M.
Please subscribe for More such videos.
Request for FREE Demo
