ERPNext and Frappe version 8 has been released today, which means develop branch has been merged into master branch.
Here are the list of major features we developed in this version.
Global Search
- From the awesome bar, you can now search all the documents related to a specific keyword.
- For example, you can get all Quotations, Sales Orders and Sales Invoices related to a Customer, by searching with customer’s email address / mobile no.
Kanban View
- Kanban Board allows you to identify a field based on which documents will be categorised and viewed together.
- From the board itself, you can update the status of teh document, comment on it or assign it someone.
Enhanced POS
- Based on community inputs, we have enhanced the POS feature.
- Now, POS has a dedicated numeric keypad to ease the calculations.
- Customer can be added or modified directly from the POS screen.
- Items can also be filtered based on Item Group.
Employee Loan
- This feature enables a company to manage employee loans.
- Employees can request loans, which are then reviewed and approved.
- For the approved loans, repayment schedule for the entire loan cycle can be generated and automatic deduction from salary can also be set up.
Multiple UOMs in Selling
- Now, you can have different UOMs for selling an item.
- For instance, if you have a pencil for sell, then you can store it in Nos and sell it in boxes.
Accrual system in Payroll and Expense Claim
- Accounting of Payroll and Expense Claim is now based on accrual system.
Customer Feedback
- This feature will allow you to ask a customer to rate your service.
- You can configure Feedback Trigger, just like we setup an Email Alert. It will send an email to customer asking for feedback. Customer’s Feedback will be updated in the relevant.
- You can also check Feedback Rating report for daily average rating and trend.
School Assessment Module
- Make Assessment Plan with defined assessment rules
- Track Assessment Results against the Assessment Plan
Document Versioning
- Now the system maintains all the changes of a document with the information of user and timestamp.
Delete and Restore
- In version 8, all the deleted documents are stored in the “Deleted Documents” table, which can be restored later
- To permanently delete a record, you need to delete it from “Deleted Documents”.
Email Inbox
- We have introduced an Inbox View for all the communications.
- It has all the basic functionalities of an Email Client like Inbox, Sent Mails, Trash and Spam folders, Contact list, Read/Unread, forwarding of an email etc.
- Issue, Lead and Opportunity can be created directly from the Communication.
Custom Permissions
- Now, all the customised permissions are stored separately in a Custom DocPerm table.
Permissions for Reports and Page
- Report and Page have it’s own dedicated permission table now, it’s no more dependent on the reference Doctype for permissions.
- There is a page “Role Permission for Page and Report”, from where you will be able to customize the permissions for reports and pages.
Newsletter Enhancements
- In the new version, newsletter can be sent to multiple email groups.
- You will also be able to send the attachments with the newsletter.
- Unsubscribe link is optional now
New Calendar and Date Picker
- Get a more crisp view of calendar and events.
- Date picker also has been updated in the version.
Summernote Text Editor
- We have also integrated Summernote text editor in the ERPNext. It has many tools to create better texts.
Export report in Excel format
- Reports can now also be exported in Excel format.
If you want to learn about the features in more detail with screenshots, please visit ERPNext Version 8 Features Page.
Thanks to all the community members for your active participation on the development of this version. Without your inputs / suggestions to build the features, testing/bug reporting on the develop branch, we could not deliver this version. Please continue your support in the form of any manner.
Pro-tip: If your production instance is in
developbranch, and you want to switch tomaster, this is the right time to switch, as master and develop branch are in the same position now.
