The ERP underneath

Under every PHOENIX system is ERPNext, a complete open-source ERP. Your system adds the screens of your trade; ERPNext keeps the records every business needs.

Built in today

Area	What you get
Accounting	Full double-entry accounting, chart of accounts, payments, budgets against actuals, fixed assets and depreciation
Selling	Customers, quotations that convert to orders, sales orders, invoices, recurring invoices, sales commission tracking
Buying	Suppliers, purchase orders, bills, recurring bills
Stock	Warehouses, stock, batches and serial numbers
Projects	Projects, project templates, timesheets and billing by time
Contracts	Contracts with customers and suppliers, reusable contract templates, warranty tracking
Work tools	To-do lists, shared calendars, notes, company announcements, an email inbox inside the system
Automation	Approvals, automatic actions, alerts on any condition, reminders, webhooks to other systems
Reports	A report builder without code, dashboards with charts and KPI cards
Customising	Your own fields without code, public and internal forms, your own sidebar
Control	Activity log of who changed what and when, a REST API with API keys

On plans that include HR, recruitment, appraisals and training are built in too. The Sourcing Management plan does not include HR.

How your system uses it

Your system writes to the same records. In Sourcing Management, for example, a client is an ERPNext customer, a factory is a supplier and an invoice is an ERPNext invoice with full accounting behind it. You never keep the same data twice.

Why ERPNext

• Proven. Used by companies around the world for their accounts and stock.
• Open source. Your data lives in an open system you are never locked into. See Your data.
• Complete. You will not outgrow it: the same base runs small trading offices and large manufacturers.