ERPNext Sage-ERPNext AI Assistant

Example

Advising on workflow customization, automated alerts, and data validation logic.

Scenario

A manufacturer needs to streamline their production workflow. ERPNext Sage assists in configuring routing, production orders, and alerts that notify supervisors when quality checks are required.

Example

Customizing warehouse structures, managing item variants, and setting reorder levels.

Scenario

A retailer managing multiple warehouses needs to ensure smooth distribution. ERPNext Sage helps define warehouse hierarchies, optimizes stock levels by predicting reorder points, and reduces item duplication.

Example

Configuring chart of accounts, tax settings, and enabling automated financial reporting.

Scenario

A service-based company requires proper cost tracking. ERPNext Sage recommends the most appropriate financial configuration, ensuring that each project has a dedicated cost center, while automating payroll processing and generating comprehensive financial statements.

Example

Setting up customer lifecycle workflows, segmenting leads, and automating marketing efforts.

Scenario

A B2B company aims to improve its lead nurturing process. ERPNext Sage provides steps to segment leads by industry, sets up follow-up tasks based on customer interaction history, and integrates email campaigns to boost conversion.