Multi-company setup in ERPNext/Frappe

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  • Опубліковано 9 лис 2024

КОМЕНТАРІ • 19

  • @drgn8n
    @drgn8n Рік тому

    Hi Geoffrey!
    Thank you so much for you amazing tutorial.
    Can you add a tutorial how to use ERPNext as SaaS please

  • @dalmecsystems1251
    @dalmecsystems1251 Рік тому +1

    Very annoying background music! Your content is good - keep it coming! I'm subscribed and I gave you a thumbs up.
    Please get rid of the background sound. It sounds like you recorded this in a cafe or somewhere public. Your vocal level in this one is better than some of your other videos (they are too quiet). You keep things moving better in this video too. Generally in your videos, consider speeding some sections up beyond real time and editing some parts out.
    You have a great understanding of ERPNext and we need your helpful tutorials for us self-hosted administrators. Thanks for your content!

  • @n-p2048
    @n-p2048 Рік тому

    Thanks for the video. I would like the viewers to also have a look at ERP Next Help Documentation for Inter Company Journal Voucher and Naming Series as I was struggling with it.
    My question is how to use the same Bank Account for two companies? Since I have the same Bank account for both my companies, how do I reconcile the transactions of both the companies from Bank Reconciliation Tool? Thanks!

  • @BuildWithPatrick
    @BuildWithPatrick 2 роки тому

    Can you please make a video on backup and restore please

  • @ZenoGeneYT
    @ZenoGeneYT 5 місяців тому

    what about the items and item groups can we have them different for different companies and also what about pricing rules and charges and taxes and tax ruleS?

  • @tjomtek1079
    @tjomtek1079 2 роки тому

    Can you show ICT - inter company transactions

  • @abrahamdeaustria5324
    @abrahamdeaustria5324 Рік тому

    When you setup a branch or branches in a same company. does the setup is the same as that? or another? if yes then how a user can access 2 or 3 branch without accessing all branch like a super user...

  • @TheDenisukm
    @TheDenisukm 2 роки тому +1

    Hi Geoffrey!
    Thank you for this great tutorial, but I'm trying the following scenario:
    2 syster companies,, each company have 2 users. Users are "customer" role, "Website user" user type and type restricted to access the desk side.
    They only have permissions for portal and all doctypes (web forms).
    Permissions per users are based on company id.
    The issue with this scenario, is that from portal each user can create new records, based on Web Forms, each user under same company can view the list off all records from the company they belongs, even if it's created by him or not, BUT he can not access the record details of other users/customers from the same company, even if he can view the records in list.
    How can we set this type of permission, for all users from a company (users having customer role or you can indicate another type of role ???), to access all the records created ny another user from the same company?
    The idea is that i want to create users based on company, give access only on portal side, and allow them to access all records (created by him or by another user from same company).
    I mention that "only if creator" is not active on doctype permissions.
    Can oyu pls give me a hint ot something?
    Thank you

    • @KaraniGeoffrey
      @KaraniGeoffrey  2 роки тому +1

      Hi, please write an email to codewithkarani@gmail.com for assistance

    • @TheDenisukm
      @TheDenisukm 2 роки тому

      @@KaraniGeoffrey mail sent :)

    • @TheDenisukm
      @TheDenisukm 2 роки тому

      @@KaraniGeoffrey Hi Geoffrey. I've found my missing setup. Will post it here for others who might have the same issue. Just activate "Apply Document Permissions" from Web Form, to inherit permissions you gave through the doctype. Thank you! FYI anxious for every tutorial you post. Thank you for sharing with us... PS Am still waiting your courses on Udemy on frappe/erpnext to go to promotions ;)

    • @parmeshwark_1517
      @parmeshwark_1517 Рік тому

      So amazing video... Thanks for published Geoffrey Karrani Sir.👍

  • @xaviermadeit
    @xaviermadeit Рік тому

    Is it possible to limit items and customers to each company, so that items and customers from company A won't appear in company B, like what happened at 16:18?

  • @sureshthakor6469
    @sureshthakor6469 2 роки тому

    Please create custom script for Tax Calculatoin based on selected customer against company visa versa.

    • @KaraniGeoffrey
      @KaraniGeoffrey  2 роки тому +1

      I would like to hear your specific requirement Sir, so I can help

    • @sureshthakor6469
      @sureshthakor6469 2 роки тому

      @@KaraniGeoffrey Yes, its all working fine. but my case is Tax Category not worked based on selected company against customer.

  • @sword_tech
    @sword_tech 2 роки тому

    hi Karani, I need the Sales team withing the Mother company to Sell Stocks from the Child Companies. I need to enable this " Item Code: D10 is not available under warehouse KPFC-LEXO-STORE - KPFC."