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ERP & inventory

Schedule around what ERPNext already knows.

ERPNext is an open-source ERP covering manufacturing, stock, projects and accounts. Plant visits, technical calls and dispatch appointments are the human half of a process the ERP already runs.

What is switched on depends on your plan and industry pack. Ask us to confirm before you build a process on it.

ERPNextBooking workflow
  1. 1ERPNext record selected
  2. 2Engineer availability checked
  3. 3Visit booked and confirmed

Illustrative flow, not a screenshot of a connected account.

In the udaybooking connector catalogueBrowse the full catalogueHow we handle your data

What ERPNext brings to your booking workflow

01

Meetings tied to real work

Book the visit or the call against the order, enquiry or job ERPNext is tracking.

02

Engineers booked once

Shared availability stops two customers being promised the same specialist on the same morning.

03

Fewer status calls

A confirmed appointment with a reminder answers most of the questions a customer would otherwise phone about.

How it works

Three steps to a connection you can trust. Follow the screens in your own account for the exact wording.

  1. 1

    Choose what gets booked

    Technical visit, factory tour, dispatch slot — define each as its own type.

  2. 2

    Set team availability

    Per engineer, per plant, with travel buffers where they are real.

  3. 3

    Link one record

    Take a live ERPNext record and follow it to a booked appointment.

Where ERPNext sits in the catalogue

ERPNext is one of the connectors a particular kind of business layers on top of the core stack.

Browse the full catalogue

Listed under

  • ERP and production
  • ERP and inventory

Used by

Where this connection helps

Manufacturing & distribution

The ERP, the couriers and the B2B lead portals are what change on top of the core. ERPNext belongs to that stack, and udaybooking books the appointments it produces.

Logistics & freight

Courier tracking, the ERP behind it, and maps that tell a customer where the shipment is. ERPNext belongs to that stack, and udaybooking books the appointments it produces.

ERPNext questions

  • Will this change ERPNext data?

    Only what you set up. The default is one way: the appointment references the ERPNext record, not the other way round.

  • Can we book around plant shutdowns?

    Yes. Block the dates once and availability respects them everywhere.

  • Is ERPNext available on my plan?

    ERPNext is in udaybooking's connector catalogue, and what is switched on depends on your plan and the industry pack you run. Ask us to confirm it for your account before you build a process around it.

Start scheduling with ERPNext.

Set up your booking page, connect what you already use, and let people pick a time that works.