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Umair Sayyed Open Day - October

ERPNext Open Day - Oct 2012 - Umair Sayyed

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Page 1: ERPNext Open Day - Oct 2012 - Umair Sayyed

Umair Sayyed

Open Day - October

Page 2: ERPNext Open Day - Oct 2012 - Umair Sayyed

Support

Oct Sep Aug

219 213 151

Oct Sep Aug0

50

100

150

200

250

Tickets

Months

Tickets

Page 3: ERPNext Open Day - Oct 2012 - Umair Sayyed

Support - AnalysisAccounts

Oct Sep Aug

Bugs 22 14 6

Usability 13 16 11

Oct Sep Aug0

5

10

15

20

25

Page 4: ERPNext Open Day - Oct 2012 - Umair Sayyed

Accounting

Bugs:• Incorrect account balance.• Debit and credit not equal in invoices.• Ledger posting for charge type ‘valuation’.• Bank Reconciliation.

Usability Issues:• Advance payment.• Read Account Payable and Account Receivable reports.• Create Ledger.• Different tax rate for each item.

Page 5: ERPNext Open Day - Oct 2012 - Umair Sayyed

Setup

Bugs:• Permission manager.• Data import.• Email digest.

Usability:• Customize form view.• Global defaults.• Custom field (type - link).• Company wise permission restriction setting.

Oct Sep Aug

Bugs 7 6 5

Usability 12 16 2

Page 6: ERPNext Open Day - Oct 2012 - Umair Sayyed

Core

Bugs:• Qty and desc reset when amend transaction. {fixed}• Permission won’t work for masters in tree. {fixed}• Access of trend analyzer to all users.• Issues due to customers customization. • Date not within fiscal year

Usability:• Password change• Fiscal year

Oct Sep Aug

Bugs 9 6 7

Usability 3 9 11

Page 7: ERPNext Open Day - Oct 2012 - Umair Sayyed

Selling

Stock

Oct Sep Aug

Bugs 7 9 4

Usability 3 11 4

Oct Sep Aug

Bugs 7 5 5

Usability 12 9 2

Page 8: ERPNext Open Day - Oct 2012 - Umair Sayyed

Sales

Oct Sep Aug

Trial Accounts 110 110 85

Website Query 29 41 28

Partner Inquiry 11 12 2

Live Chat 99 111 75

Page 9: ERPNext Open Day - Oct 2012 - Umair Sayyed

In the month of October

• Sales Demo ≈ 12

• Partners training session.

• Account Setup (Implementation) ≈ 4

Page 10: ERPNext Open Day - Oct 2012 - Umair Sayyed

Followed up on:

• Letterhead cleanup.

• Stock reconciliation cleanup.

• Reported bugs related to new upgrade.

• Gross profit report (redesign).

• Opening balance (multiple accounts).

Page 11: ERPNext Open Day - Oct 2012 - Umair Sayyed

My take on new upgrade

• Column wise list view looks very raw.

• Insert row option for item table increase clicks and not user friendly. No one ever asked how to select item in table. Its intuitive already.

• Editing from report, will it be permission controlled (at field level)?

Page 12: ERPNext Open Day - Oct 2012 - Umair Sayyed

Customer Speaks+ve ones

• Mehul Mehta, Mehta Herbs:I felt like informing you as we are quite excited about using this product. I am sure the new version would be an improvement on the older version and I am impressed especially with the tables feature in the documents. The ease of use alsolooks improved which is a good sign.

• Andre, Qwindows:I'm just helping qwindows work out some things... overall I really like your ERP solutions. I've tried things such as openERP before. Quite nice but not as polished as yours and overall much more expensive.

• Giorgio, Punto Italia: Analytics is AWESOME!!\

Page 13: ERPNext Open Day - Oct 2012 - Umair Sayyed

Customer Speaks-ve ones

• Yatin Manchanda:Setting up (importing) contact master is horrible. I have tried it many times and gave up finally.

• Massimo Palo:Was trying to import data from Zoho. Found our data importtool very difficult.

• Dheeraj Mahtani:We will likely not be moving forward with ERPNext as there are several issues we have had along the way. Functionality that we were looking for is not in place, and some of the features displayed do not work.

Page 14: ERPNext Open Day - Oct 2012 - Umair Sayyed

Thank you!!