So far I’ve been using ERPNext but I found difficulties for multistores/multi-warehouses usage.
What I want to achieve is user can be assigned only to specific warehouse/territory and then view resports which are restricted only to their specific warehouse/territory. They don’t need to select warehouse/territory on every transaction as it’s all set by default according to their permission.
All these are mostly basic features, and also very easy and simple to setup on many ERP systems. But I found some difficulties on ERPNext.
We can set specific warehouse to a user via User Permission Setting but unfortunately there’s no warehouse column and filter on most sales reports. So a Sales Manager can not analyze sales performance by warehouse. Many SMB stores also act as warehouse, so it’s very important to analyze sales performance by warehouse.
I see many sales reports use Territory column/filter in ERPNext. But when a territory is defined for a user via User Permission Setting, then it gets override by customer master on transaction forms, so manually user have to change territory. It’s really not efficient if on every transaction this needs to be done manually.
User permission record should be on top priority for default value.
May be other users can share their experiences on this. Thanks
@jof2jc Yes, I also admit it that it is a basic functionality that an ERP System should have and I am also feeling that gap in this system that there is no restrictions of accessing reports as well we cannot define transaction level rights to the user. I even don’t found any work-around for the same.
@rmehta can you comment on it or if there is work- around then can you suggest us?
To setup warehouse based restriction, You can select warehouse in User Permissions Manager.
For setting up defaults, you can write custom script based on user profile/employee (there are many ways, you can find it on forum/documentation)