Today's delivery, tracked
You end witha shipment booked
2 screens · about 3 min
For stores, warehouse
Stock and operations · ERPNext live demo
The owner's morning check: a live ERPNext demo
From Selling workspace to Stock workspace, on the real ERPNext screens of a demo company, with a guide on each step.
- No sign-up
- No card
- No account
Selling workspace
- Company
- Mith Demo Traders
- Step
- 1 of 2
The sales screen: today's numbers as charts and cards, with links to customers, orders and invoices.
You end with stock at a glance2 screens · about 3 minFor Stores, warehouseFits Retail, Hotels and restaurants, Manufacturing
What this flow is
An owner wants to start the day knowing sales, cash and stock, without asking three people or opening three reports.
Here the Selling workspace shows today's numbers as charts and cards, and the Stock workspace brings items, warehouses and stock reports together, each filterable by warehouse, item or company.
Before and after
| Without it | With it |
|---|---|
| Numbers asked for on calls each morning | Today's numbers on one screen |
| Reports from three systems | Sales and stock from the same data |
| Branches compared in spreadsheets | Any report filtered by warehouse or company |
| Problems found days late | Charts show what moved |
Screen by screen
Each step is a real ERPNext screen in the demo company. FlowMentor points at what to fill in.
Selling workspace
The sales screen: today's numbers as charts and cards, with links to customers, orders and invoices.
Stock workspace
The stock screen: items, warehouses and stock reports, each filterable by warehouse, item or company.
Inside the demo company
Mith Demo Traders, a made-up company that makes and sells kettles and toasters. It isn't GST-registered, so its documents carry no tax.
The Selling workspace shows today's numbers as charts and cards; the Stock workspace links every stock report. Alerts are in MithUniverse only.
You're signed in as a demo visitor. Nothing is emailed, and what you make is removed 15 minutes after you finish.
Who uses it
And what each of them gets from it.
Owner
Sees the business on one screen.
Sales head
Sees today's orders and invoices.
Stores
Sees stock levels by warehouse.
A guide on every screen
FlowMentor is our guide app for ERPNext. On each screen it points at the field to fill and the button to press, one step at a time, so you can finish the flow without training. It runs on the real screens, not a video.
- One screen at a time
- Points at the field and the button
- On the real ERPNext screens
Set up for your business
The demo shows the plain flow. In a real project we set it up to how you work.
- Your own charts and number cards
- Workspaces per role
- Alerts on numbers that move the wrong way
- Branch and company filters
- Deeper reports in Frappe Insights
See the whole journey
Flows that go with it
Questions about this flow
Yes. Workspaces, charts and number cards are set up on screen, per role.
Yes. Reports filter by company, branch or warehouse, so one view can cover them all.
Yes. ERPNext workspaces open in the phone's browser.
Yes. Frappe Insights or your own BI tool can read the same data for deeper reports.