How To Set Workflow In ERPNext

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  • Опубліковано 11 січ 2025

КОМЕНТАРІ • 18

  • @ybdaitpm
    @ybdaitpm 11 місяців тому

    very useful and clean to understood. so many thanks

  • @fiberworld777
    @fiberworld777 Рік тому +1

    Kindly also upload a comprehensive video upon manufacturing module that may consider all aspects of production scenarios: multi-level BOM, Work Order, Job Cards, piece work rate (labor rate) etc.

    • @KanakInfosystemsLLP
      @KanakInfosystemsLLP  Рік тому

      @fiberworld777
      Absolutely! We've noted your request for a comprehensive manufacturing module video. Our team is working on it, and the video will be uploaded soon. Stay tuned!

    • @SafeerMohammed
      @SafeerMohammed Рік тому

      @@KanakInfosystemsLLP Please share a link here if you're uploading a detailed video on manufacturing module. Thanks in advance :)

  • @weixiangng8279
    @weixiangng8279 6 місяців тому

    Hi I saw your videos. But you didn't specify in States for where user click save or submitted or cancel.

  • @deeprajput8659
    @deeprajput8659 Рік тому +1

    Very helpful

  • @woynshettefera450
    @woynshettefera450 Рік тому

    How can I configure parallel approval, for example 1 quotation should be approved by 2 users there is no first and second approval. both of them should approved

  • @johnlongland8902
    @johnlongland8902 Рік тому

    Hi thanks for the video. Should the Doc status for the state "approved" not be "1" ?

    • @KanakInfosystemsLLP
      @KanakInfosystemsLLP  Рік тому

      Hi thank you for your interest . Yes It Can be 1 , or it should be more than the draft state, cancelled, extra.

  • @ElliotBrenyaSarfo
    @ElliotBrenyaSarfo Рік тому

    How do i create the different account for HR and different managers as you did ..

    • @KanakInfosystemsLLP
      @KanakInfosystemsLLP  Рік тому

      Hello @user-lz1nt5kq8w,
      Could you please provide a more detailed explanation or expand upon the subject matter to facilitate more precise guidance from our end.
      Or you can try this - You need to create a new role from the role doctype and assign it to the user further you can use that particular role in the workflow
      For more reference to create a user and assign the role check out our video : ua-cam.com/video/4M2OnNIvd20/v-deo.htmlfeature=shared

  • @SystemAngizehco
    @SystemAngizehco Рік тому

    Great!!!

  • @3vtekMounika
    @3vtekMounika 6 місяців тому

    Mam i want know about reminder for lead

    • @KanakInfosystemsLLP
      @KanakInfosystemsLLP  6 місяців тому

      Hello @user-yb4dq6hq5p,
      Notifications can be configured across various channels, such as the email system for notifications and Slack for reminders and follow-up actions. For guidance on setting up notifications, please refer to the instructional video provided.
      Video Link - ua-cam.com/video/40v_hVhSBI8/v-deo.html

  • @quickbooknet4144
    @quickbooknet4144 2 роки тому

    Hi can we use free erpnext freely.