I have been working with ERPNext for quite sometime now and sometimes l discover a new doctype exists already and some cases we would have already built a custom app for something existing already .
- I was thinking if there would be a complete overwrite of how the UI for menus looks and they are all put on menus so that users can access them there rather than searching .
- Having menus displayed l think is much cleaner that having to put all menus on one page .
- Each app for example the sales can have menu for its reports related to sales , masters , operations and mroe all related to sales .
- Currently a lot of menus related to sales will not even be shown on the main page for that for example the sales , there are a lot of menus not shown which can take time for one to know they exist .
Look at an this UI from another system all menus you can see them clearly and you can study them
@francis1 have you looked at Frappe and ERPNext V16?
In my opinion this exact problem has been adressed there:
I want to give you example of just sales reports only you will see that you cannot list them all there . These are just a few that can fall under sales reports . There are many others l have left out so putting everything on one page l dont think it will be scalable. Even menus there some are not visible you have to search like pricelist and many more others and in some cases you can custom develop an exisitng feature if you can see its menu
- Customer Profitability
- Group Sales
- Item sales report
- Users Sales report
- Device Sales report
- Customer Statement
- Over due sales orders
- Sales rep report
- Outstanding GRVs
- Daily Sales Report
- Branch Sales Report
- Payment Method Report
@francis1 I think most of those reports actually exist in ERPNext, they are just named differently than what you listed. In each respective module you can find them in the left-hand navigation under Reports.
| Your Report Name |
ERPNext Report Name |
Module |
| Customer Profitability |
Gross Profit |
Accounts |
| Group Sales |
Sales Analytics |
Selling |
| Item Sales Report |
Item-wise Sales History |
Selling |
| Users Sales Report |
Sales Person-wise Transaction Summary |
Selling |
| Customer Statement |
Accounts Receivable |
Accounts |
| Overdue Sales Orders |
Sales Order Analysis |
Selling |
| Sales Rep Report |
Sales Person Commission Summary |
Selling |
| Outstanding GRVs |
Delivered Items To Be Billed |
Accounts |
| Daily Sales Report |
Sales Register |
Accounts |
| Branch Sales Report |
Territory-wise Sales |
Selling |
| Payment Method Report |
Sales Payment Summary |
Accounts |
I am not 100% certain these are the exact reports you meant since the names differ, but if they are not then I would assume they are custom developed ones specific to your setup - in which case the standard navigation is not the issue.
Also I think a dropdown menu bar works great on a desktop app but does not translate the same way to a browser-based system.
Yea l think they are the same but if you are to look at it these reports are scattered across the whole application . We have several web based systems which uses drop down menu the likes odoo , sage , etc too many to mention . So if you are to compare data presentation with even odoo , its more cleaner in my opinion compared to data presentation in ERPNext . In ERPNext menus for inventory items are found in several areas there many other menus to mention
Hi @francis1
Why dont you just go to Build ā Reports and filter the ones you want. There are 229 in my site I dont think they will fit on a menu
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Here if you are to do menus , you may find these reports for examole with these main modules each one can have an avarage of 30 to 50 reports so lets say max 50 reports for buying module at most they can further be put into 6 categories with each one with 8 reports on it . Thats the maximum and currently you can not present 50 reports on one big page , user have to be searching for reports . So using navigating menus can be cleaner compared to having settings , reports , master doctypes , dashboards all on one big page
Jumping in on this older post because Iām curious ā has anyone found any new tricks or shortcuts for navigating the ERPNext menus? Iām especially interested in any changes since V16 that might help clarify the menu layout for users. If marc_centura is still around, is there a chance you could share that comparative table again for newer members?
