March 2016Anand Doshi

Frappé | ERPNext Open Day

CentralDeploy User Interface

click and deploy

realtime progress

full control and visibility

Bench v2Enables multiple benches

cleaner code

python install.py —develop

with Rushabh & Shreyas

Nginxlimit_conn_zone memory

starts dropping connections if full

increased to 100mb

SchoolsPrepare for release

erpnext.com + press

PayPal UXImproved messages

& error handling

मुबंई HackathonMail Space

electron + email.js

nodejs testing

incomplete

2015-16looking back

ERP for Entrepreneurs

ERP for Everyone

ERP Made Simple

My Productivityimproved with the year

primary contributions in

servers, security, reviews, optimizations and user interface

only fixes in ERPNext

New TechAnsible, Vagrant, SocketIO

Electron + NodeJS

React + Redux

PaperJS

Twilio

Most FunWho is viewing

@mentions

Pretty 502

Sounds

Like

FeedbackImprove code refactoring

Take ownership of website / design

Did I fulfill them?

Previous

Goals 16-17Leadership

UX & Design

Writing

Thanks @anandpdoshi

Frappé/ERPNext Open Day

March 2016

Kanchan Chauhan

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

Collaborative Project Management Webpage

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.

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)

Lesson Learned: Start simple and to the point

OPEN DAYMARCH 2016

FIXED ASSET MANAGEMENT

FIXED ASSET MANAGEMENT

ACQUISITION

Create Serial No with appropriate Asset Category Follow standard purchase cycle to purchase

Set depreciation settings

FIXED ASSET MANAGEMENT

DEPRECIATION

Automatic depreciation entry based on predefined schedule *Depreciation is nothing but booking expense over a period following a specific method

FIXED ASSET MANAGEMENT

SALE

Follow standard sales cycle for selling Book gain / loss based on accumulated depreciation

FIXED ASSET MANAGEMENT

SCRAP

Book loss on scrapping an asset if any

FIXED ASSET MANAGEMENT

COMING IN THE NEXT RELEASE !

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

CLEANUP & FIXES

SERIALISED ITEM VALUATION

▸ Fixed logic of serialised item valuation for negative stock and zero rate purchase

▸ Reposted existing stock ledger entries

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

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

THANKS

Open DayMarch 2016 at Frappé

मुंबई Hackathon 2016

17 Teams | 32 Participants | 30 Hours

11 Open Source Applications developed

मुंबई Hackathon 2016 - Winners

GigAlert A webapp for fans to stay informed about their favourite live (music) gigs

मुंबई Hackathon 2016 - Winners

Bling An app for quickly asking questions / taking polls / requesting locations

मुंबई Hackathon 2016 - WinnersEldian

A password management software with encrypted note sharing

Support Week

project_name -> project

Added project to Manufacturing

Frappé SchoolsAchievement for the Year

Thank You!@neilLasrado

OPEN DAYMarch 2016

Rohit

REQUEST FOR QUOTATION

• Buying -> Request for Quotation -> New RFQ• Material Request -> Request for Quotation

MAKE SUPPLIER QUOTATION FROM RFQ

• For User• For Supplier

FOR USER

• User has to click on Make Supplier Quotation• Select supplier in pop up and click on Make Supplier

Quotation

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.

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

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.

FEATURE REVIEW

• Add margin in pricing rule • Apply margin on sales flow(Quotation -> Sales Order -> Sales

Invoice -> Delivery Note)

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.

MUMBAI HACKATHON

Thank You :)

Open DayMarch Madness

2016

Rushabh Mehta

#bench

# bench install$ bench setupusing ansible . . .retiring setup_frappe.sh . . .cleaning up redis-install . . .

# 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) ⏳

#ux

# form re-org "## Feature

- stop field reorder

- allow custom fields

## Output

- community #

reason

# autosuggest remember

## Feature

- sort by frequently used

## Implementation

- keep count of links in redis on document

save

- flush every 5 mins

# modules redesign## Add new links

## New module layout

# modules redesign

## Desktop Icon table

# modules redesign

# modules redesign## App config### Admin config#### User config

# seen unseen

## Communicate if user has seen

# 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

# quick entry## Mandatory fields open in dialog

# portal menu## Configurable via Portal Settings

# portal menu## Shows count

#hack

# chat bot## Hello Bot

# 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 $

#thanks@rushabh_mehta

Open DayMarch 2016

Saurabh Palande

PO Address Feature

• Address selection on PO

• In drop shipping select customer address

• Or make PO by specifying company address

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

Sync Status for Queued

Sync Status on Completion

Error Log with data

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.

Document flow

Mumbai Hackathon

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

@saurabh6790

Thanks

Open day

SHREYAS

March 2016

Support week

Custom Print Format paired with Anand

Support weekRemove Warehouse column from Gross profit report

Support week

Show Warehouse in Items table in Material Request

Support week

Support week

Thanks to Anand, Umair and Nabin

Central 2.0Backup Site

Central 2.0Restore Site

Bench

Bench restore with files

• bench —-site <site_name> restore <db_path> —with-public-files <path_to_files> —with-private-files <path_to_files>

Planned

• Migration for RungaMattee.

• Fixing Issues related to Central 2.0

Thank YOU

March 2016Umair Sayed

Apr, 2015 Mar, 2016

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)

Customer Group wise Sales

Paid Users62 countries

India (65), United Arab Emirates (37), United States (26), Saudi Arabia (12), Canada (10), Singapore (9), United Kingdom (9)

All Users152 countries

India (699), United States (419), Indonesia (122), Bangladesh (120), Mexico (114), United Arab Emirates (114), Saudi Arabia (102)

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

In March, 2015

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

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

Trials

2391

0

750

1500

2250

3000

Apr May Jun July Aug Sept Oct Nov Dec Jan Feb Mar

Free Trials

109

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

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

Hackathon App

Fixes

ERPNextAccount Receivable Report

Task List Filter

Fixed Links

Community Portal

Accounts Module

User Manual

SessionsRed 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

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

User FeedbackI'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

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

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

Thanks

Thanks to Anand for the maps

Open DayMarch 2016

Valmik J

Mumbai Hackathon!

Rushabh beat-boxing for the crowd

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

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!

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

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

Poster of the Month

8ank you