UPEO Academy

ERPNext lessons, straight from the field

Short, practical reads on accounts, stock, HR and payroll, implementation, security and development, drawn from real ERPNext deployments.

Stock, Buying & Selling3 min read

Landed Cost Voucher: Adding Freight and Duty to Stock Cost

Use a Landed Cost Voucher in ERPNext to add freight, duty and clearing charges to the value of received stock, and choose how the costs are shared.

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Stock, Buying & Selling3 min read

Comparing Supplier Quotes in ERPNext with RFQs

Send one Request for Quotation to several suppliers, capture their Supplier Quotations, compare them side by side and order from the winner in ERPNext.

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Stock, Buying & Selling3 min read

Material Requests in ERPNext: Which Type to Use

Purchase, Material Transfer, Material Issue, Manufacture, Subcontracting or Customer Provided: choosing the right ERPNext Material Request type.

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Stock, Buying & Selling4 min read

Stock Entry Types in ERPNext Explained

Material Issue, Receipt, Transfer, Repack, Manufacture and the rest: what each ERPNext Stock Entry purpose does and which one to use for everyday moves.

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Stock, Buying & Selling3 min read

Quality Inspection on Goods Received in ERPNext

Make ERPNext require a Quality Inspection before a Purchase Receipt is submitted, use inspection templates, and handle rejected goods cleanly.

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Stock, Buying & Selling3 min read

Putaway Rules in ERPNext: Sending Stock to the Right Shelf

Use Putaway Rules in ERPNext to split incoming stock across warehouses by priority and capacity on Purchase Receipts and stock transfers.

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Stock, Buying & Selling4 min read

Setting Reorder Levels in ERPNext So Stock Never Runs Out

Set warehouse reorder levels in ERPNext so it raises Material Requests automatically, understand projected quantity, and choose sensible levels.

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Stock, Buying & Selling3 min read

Item Variants in ERPNext: Sizes, Colours and Templates

Use item templates and variants in ERPNext for products that come in sizes and colours: attributes, abbreviations, creating variants and what to avoid.

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Stock, Buying & Selling4 min read

Serial Number Tracking in ERPNext: A Practical Guide

Track each unit by serial number in ERPNext v16: item setup, automatic numbering, the Serial and Batch Bundle, warranty fields and the reports to use.

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Stock, Buying & Selling4 min read

Batch Numbers and Expiry Dates in ERPNext, Done Right

Set up batch-tracked items in ERPNext v16 with automatic batch numbers and expiry dates, pick by expiry, and stop expired stock from being sold.

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Stock, Buying & Selling3 min read

Should You Allow Negative Stock in ERPNext?

What the Allow negative stock setting in ERPNext really does, why it hides missing receipts and skews valuation, and when a narrow exception is reasonable.

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Stock, Buying & Selling4 min read

FIFO, Moving Average or LIFO: Choosing an ERPNext Valuation Method

How ERPNext values stock under FIFO, Moving Average and LIFO, where to set the method, and why you should decide before the first transaction is posted.

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