1. Umair Sayyed
Open Day - October

2. Support
Oct Sep Aug
219 213 151
Tickets
250
200
150
Tickets
100
50
0
Oct Sep Aug
Months

3. Support - Analysis
Accounts
Oct Sep Aug
Bugs 22 14 6
Usability 13 16 11
25
20
15
10
5
0
Oct Sep Aug

4. 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.

5. Setup
Oct Sep Aug
Bugs 7 6 5
Usability 12 16 2
Bugs:
• Permission manager.
• Data import.
• Email digest.
Usability:
• Customize form view.
• Global defaults.
• Custom field (type - link).
• Company wise permission restriction setting.

6. Core
Oct Sep Aug
Bugs 9 6 7
Usability 3 9 11
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

7. Selling
Oct Sep Aug
Bugs 7 9 4
Usability 3 11 4
Stock
Oct Sep Aug
Bugs 7 5 5
Usability 12 9 2

8. Sales
Oct Sep Aug
Trial Accounts 110 110 85
Website Query 29 41 28
Partner Inquiry 11 12 2
Live Chat 99 111 75

9. In the month of October
• Sales Demo ≈ 12
• Partners training session.
• Account Setup (Implementation) ≈ 4

10. Followed up on:
• Letterhead cleanup.
• Stock reconciliation cleanup.
• Reported bugs related to new upgrade.
• Gross profit report (redesign).
• Opening balance (multiple accounts).

11. 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)?

12. 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 also
looks 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!!

13. 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 import
tool 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.

14. Thank you!!