Frappe Open Day January 2019

Open Day Jan 2019
By Deepesh Garg

❏ Minor bug fixes in Analytics report
❏ Loyalty program issue fix in customer dashboard
❏ Minor Bug fix in stock reconciliation entry
❏ Validation while updating item qty in sales order using
update items button after delivery.
❏ Addition of GST fields in sales order, purchase order
and purchase receipt
❏ Bug fix in auto email report for CSV and XLSX Format

❏ Address and contact report view fix.
❏ Quick entry with geolocation field issue fix.
❏ Display all filters in list view for small devices.
❏ Encoding issue fix in comments.

Links to report in Email
Digest

Lost Reason selection in
opportunity and quotation
using Table Multiselect

Enhancement in POS
Functionality

Dashboard
Only accounting for now

Pricing Calculator
Merged and Removed

L2 Support
With Faris and Nabin

Frappe Open Day
January 2019

@Thunderbottom

Database Snapshot
Research Project
MariaDB and PostgreSQL

Test Deployer Bot
(yet to be deployed)

DevOps Deployment
ft. Sa{hil, urabh}

Security and Vulnerability
Reporting Page
pls help me ﬁle cve’s, pls it is boring

Support and Issues
• Fixed ReportView int-str comparison in docnames (#6876)

• Use relative URLs in Data Import (#6875)

• Login Redirect (#6826)

• Fix `get_notiﬁcations()` for DDL statements (#6826)

• Data Import: Import Data in batches (#6673)

1. Communicate, clear your doubts
2. Answer your own question
3. Dive into framework code
4. Don’t sweat the details
5. Get to v1, fast
6. Sweat the details
7. Open the Pull Request
8. Irritate someone to get it merged

Open Day January 2019
@Mangesh-Khairnar

GDPR Compliance
➢ Personal Data Download Request
➢ Personal Data Delete Request
➢ Request Data
➢ Request to Delete Data

After User clicks on the Verification link

Delete Data Option gets disabled

➢ Support
➢ Order Ledger(Cancelled)

“What we need is not Evolution, but a Revolution.”
- Sir Ken Robinson

Recategorization
Solving Hierarchy

Principle of Exclusion
Instead of piling up features

Overcoming things taken for granted
“We must disenthrall ourselves, and then we shall save our country.”
- Abraham Lincoln

Before
After
Config
Desktop Icon 
Records
Desktop Icons
Modules
Config Modules

धन्यवाद
@pratu16x7

Frappe Open Day December - January
Rohit

Daily Reminder and Progress Update

Support & Other Fixes
❖ Fixed user permissions patch with Suraj (2.5 lac records created in 13
sec)
❖ Auto email report not showing all columns in the email
❖ Fiscal year should always be for 12 months
❖ Increased bytes limit for imaplib (20480)
❖ Translation was not working for the html data
❖ Added ﬁnance book in the trial balance report
❖ Added party’s bank account in the payment entry
❖ Added limit ﬁeld in the payment reconciliation
❖ Bank reconciliation showing multiple entries against one journal entry

Content:
- Deployer Bot.
- Relative time-frame filters.
- Database Snapshots.
- V10 to v11 Migrations.
- Deploying and Switching branches on servers.
- Bug Fixes, Issue Resolution and minor Features.

Relative Time-Frame Filters
- Condition: Previous (Past), Next (Future).
- Values: 1 week, 1 month, 3 months, 6 months, 1
year.

Database Snapshots
- Worked with Chinmay on database snapshots
for reverting a database to a previous state in
case deploy breaks.
- Tried Xtrabackup and Mariabackup but both of
them have compatibility issues.
- Future - Postgres (will be handled by Chinmay)

v10 to v11 Migrations
- Migrated about 60 sites in the last 2 weeks,
target was for 100.
- Targeting 100-150 sites in the next sprint.

Deploying And Switching Branches
on Servers
- After v11 was made master, changes had to be
done on cloud.
- Master -> v10.x.x
- Staging -> Master
- v10 was deployed by Saurabh and v11 by me.

Bug fixes, Issue Resolution And
minor Features
- Add check for billing address before payment.
- Add fields for site_users and subscription_plan
in sync invoices.
- Replied to 2-3 issues per day on an average.
- Feature: create an email group for all the users
on a particular bench with a single click.

Open Day
January
Yes, that indeed is Comic Sans

Landing Page for Enterprise
and Feature Page

Docs Removal
Removed in-app help from v10 and v11

Learning so far
● 50% of the product knowledge CRM,Manufacturing,Buying,Selling.
● Attending Demo’s,Incoming Calls,Replying to Opportunities.
● Chat Support.
● Calling Trial account customers and understanding business
requirements.
● Scheduling demo’s for qualified leads from trial account.
● Taking Demo’s with the help of team.

Call Analysis
● Total Calls Attempted :- 82
● Connected Call :- 46
● Session Scheduled:- 5
● Converted :- 1-2 hopefully

Goals
● In depth product knowledge.
● Conducting Demo’s independently to answer most of the customers query.
● Support issues.
● Understand Business process.

Open Day (5th Feb,2019)
- Harshit Agrawal

Product Knowledge:
● Getting an overview of every module through videos.
● Learning in-depth about each feature on Support.
● Implementing the same in Test Company.
● Knowing the workflows and modules:
○ Manufacturing
○ Distribution and Retail
○ Buying and Selling
○ Accounts
○ Setup

Issues and Opportunities:
● Answered 74 queries and issues.
● Scheduled 4 Demo Sessions
● Replied to 44 leads against which 10 converted into Opportunities.
● Attended one Partner meeting and 6 demo sessions.
● Handled Chat support.
● Help Articles
● Came around 4 Bugs out of which was able to fetch 2 workaround.

Need to work on:
● Need to work on standardisation of the processes by keeping everyone in the
Loop.
● Documenting each and everything regarding the processes which is supposed to
follow.
● Designing the automation part for more productivity, efficient use of resources
and reliability.

Upcoming Plans:
Getting to know the application and reaching the heights of my colleague’s expertise.
Every new issue is a new learning to me which shouldn’t be the case in upcoming
months.
Designing One standardised process based on current requirements and scenario and
priority.
Giving at least 10 demos until next Open day.

Open Day
[Sprint-1st Feb] Developer

Service Level Agreements
● A service level agreement (SLA) is a contract between a service provider
(either internal or external) and the end user that defines the level of service
expected from the service provider.
● Now time limits shall be applied for first respond and solving the Issue.

Support Issues
● Good learning experience
● Gave a better product understanding functional as well as development wise.
● Some of the Issues worked on:
○ GSTin Validation failing for valid GSTin number.
○ Offline POS not working.
○ Custom Scripting.

Support Portal
● Custom Vue.js based, company wide Support Portal.
● Would enable us to move over from email based to ticket based support.

What gives me energy?
- The Passion
Check-in
What drains my energy?
- The Truth
2

The
Division
Slice ‘em, mix ‘em up, divide & rule!
1

10
Demos / Onboarding
90%
ERPNext-eee-vee-
9Query / Consultation
4

GitHub & Discuss Forum
6
GitHub
- Closed 9 issues!
- Replicated and responded to 100.
Discuss:
- Got a few badges, some likes!
- Closed a thread on which people gave
up completely! Learn more here.

The
Addition
Let’s just create even shorter groups for
more accountability.
2

My first Reseller
8
1
Som
e
guy:Iw
antto
w
hitelabel
ERPN
ext
2
Jai:No,you
can
only
sign
up
as
a
reseller.
3
Som
e
guy:O
kay,w
illdo.
You can check out this story on #ENQ-17-18-08085

Meetup Co-organizer Jai 2.0
9
You can learn more about this here.

“
Always work on data.
Nobody cares about your
opinions.
- Bharath
10

We’re
making our
own luck.
13
The Vicious
Cycle
Deploy
(- 0 tests)
Create a
feature
Handle
Support

‘Product Experts’ Week
14
General Observations:
￮ Most Naive users try to login to “erpnext.com”
￮ Most Power users try to extend the threshold. (A certain cutting
tools user)
￮ Most reported issues are KNOWN BUGS.
Tip: Instead of new feature developments, we can create a Backlog of
persistent, known issues and resolve them by the 1st Quarter end!?

The
Inevitable
You can’t fool death.
3

Some operational bottlenecks:
- L1 Support
- SAAS
- Enterprise
- Inside Sales
- In-app chat
- Asset Creation
- Automations
- Implementations
- Backlog
17

Calling out has failed.
- Opportunities are left unanswered everyday.
- Issues that don’t get resolved!
- Adwords / Marketing is dying a slow death
- Migration to v11 should be done meticulously.
Majority of the issues live here.
- Missing Documentation
18

I’m Lost!
ps. Change management
19

Credits
Special thanks to all the people who
endured this rant.
20

#Open_Day
#January_2019
Mitali Deshpande

#Check-in
Major Transition:
From Elites/Green Dots/Technocrats —>To SaaS
Growth / SX4 Reloaded
Back to Square 1

#Number_of_Query/
Demo_sessions
17

KB Articles:
2
Salary working day calculation
Can't submit salary slip

Upcoming Blogs:
Open Source: The TechnoBeast
Aesthetic sense

My First Open
Day
January 2019

● Made notes of
missing pieces
and outdated
documentation
● Also, Versioning
of Docs might
be beneficial Read the full frappe
Documentation

● the auto-generated apidocumentation was cool.
● It was scrapped due to lowadoption
● IMO there was no
documentation on "auto
generate api documentations"so nobody realised how coolit was. Worth a retry.
Observations on Frappe Tutorial

Worked on the partner
portal for the first sprint

● Only 2 PR in the first month
● Need to focus on productivity in the upcoming
month

● Product listing and discovery portal
○ Beta version is currently live
● Inter-company transaction system
○ Implement using Electronic Data Interchange
formats
○ Will help integrate Frappe accounting later
○ Also will enable Product Information
Management(PIM) that will help Manufacturers
maintain accurate product information down the
supply chain.
● Deep integrations with ERPNext
○ Marketplace listed products will show up right
inside PO and item list
○ "Send via Marketplace" feature will make
transacting between companies using ERPNext
seamless.

● Local trains during peak hours are insane and
awesome
● So many people and So densely packed that, it
almost triggers an existential crisis.
● made an list of awesome places to visit in
mumbai...
● also made a list of hindi movies to watch and
learn more hindi

Open Day
December 18 - January 19
- Kenneth Sequeira

• L1 Support (Pretty Much)

• Pairing up with Sachin for some Marketing Tasks

• Features page

• Free plan email

• Setting up Analytics (Heap Analytics, FullStory )

Hacktoberfest 2018
Look ma, I’m a contributor!

SaaS Team
SaaS Growth Team
Sales Team (split internally in tasks)
3 sprints (6 weeks from
previous Open Day)
Roughly 2 weeks…

Learnings with New Team
• Chat

• Customers/Users happy with direct touch

• Usually have queries regarding setup/subscription

• Need to make robust FAQs (support kb and payment FAQs, lots of confusion
around this)

• Way to downgrade subscription (can only upgrade)

• Calls

• Getting in touch with some customers perhaps too soon

• High Drip email response

• Quality training + product knowledge for new joinees

Signup
Drip
Webform/In-app capturing of Goals
Post Sign up
Lead Scoring
Call
After 2 - 3 days
With good A/B testing

Some Numbers
• Calls - 18

• Contacted - 16

• 3 interested, evaluating, exploring

• Demos - 6 (some in association with Faraz and Sachin)

Open Day
January 2019
Nabin Hait

100+ Pull Requests
“ Item Tax Template ”

Payroll based on Employee Cost Center

Payment Reconciliation Optimization

Default based on User Permissions

Regional Taxes Creation
Discussion on GSTR 1, 2 & 3B
GST Settings & Reports Permission

Inter company serialised stock transfer

Open day
!
DEC(2018) - JAN(2019)

Master calendar completion :
Installation Through NPM.
PopOver UI.
On load UI Fixes.
Unit Testing.
UI Testing.

Document Follow (Subscription)
So, now you can track changes and communication on followed Document.

BULK INSERT AND UPDATE USER PERMISSIONS
Ok, Now you can also update or insert multiple User permissions .

Fixed some github issues
1. [bug] Timesheet - creation via webform doesn't work #14928
2. Company Sales Chart NOT rendering properly when Goal is set to 0 #15537
3. Expense Head Is Not Auto-updating when Invoice made from Purchase Receipt #15280
4. V11 Staging Error in Calendar view when Filtering on 'Assigned to me' #14632
5. IndexError: tuple index out of range #13978
6. Github Issue #16250: Quality Inspection Issue
7. Job Card Issue - Actual start date must be less than actual end date #16151

Support
6 VTU issues.
Developed a feature for VTU.
Calendar issues.
Not able to replicate chat not found Issue.
Calendar Time Zone Fixing.
date._offset = (moment(date).tz(frappe.sys_defaults.time_zone)._offset);

- Reema Mehta
Open Day
Dec - Jan

Documentation
1. Documented the HR Policies
2. Wrote content on “Why work @ Frappe?” which is now
on our Frappe site

Employee Engagement
1. Charity work during Christmas
• Raised 33k (including equal amount matched by the
company)
2. Planned trip to Wayanad

Others
1. Voluntary helped in solving HR issues on support. Even
attended a call
2. Helped in adding features in v12

Partner Team Open Day - Feb
Presenter :
Rushikesh Parekh
Salman Mulani
Ketan Desai

Documentation 1. Partner Agreement
2. Onboarding
3. Brand Usage Guidelines
4. Sales Training
5. Partnership Structure
6. Partner Portal

Learning
1. Indirect Sales.
2. New partners happy to work with us.
3. Onboarding Partners.

Documentation
1. Sales Training
2. Partner Portal
3. Partner Agreement
4. Onboarding
6. Partnership Structure
7. Partner Portal

Other Tasks &
Learning
1. Software @ Works Training
2. Requirement Analysis for Prospects
3. POC
Learning-
1. Scope should be defined before taking any
project.
2. For smooth Implementation Timeline should be
defined in advance for each task.
3. You should be strict with deadlines &
deliverables
4. Identifying jewel in pool of partners is an art.
5. Getting Payment from customer is hard task
than you think.

Documentation 1. Partner Agreement
2. Partner Structure
3. Partner FAQ
4. Onboarding
6. Sales Training
7. Partner Portal

SAAS Fixes
• Drip Emails
• Chat Fix
• Bank Account -> Bank Name
• Sign up ﬁx
• Explore 2.0

Working in  
Innovative Companies
• Low Tolerance for Incompetence (Freedom)
• Individual Accountability
• Failed Projects
• Brutal Criticism

hallengeC
• Switch erpnext.com to V 11
• Setup new subscription plans
• Setup Add-Ons
• Setup Stand-By sites pool

earningL
Though tested!
Always deploy small chunks

• Setup CRM Pipeline
• Setup Transaction ID in Invoice
• Apply taxes based on GST state
• Settings for Deferred Revenue
• Plan mapping based on subscription type
• Setup customers account details based on
customer
copeS

RP eviewR
23 PR across 7 Repos

entralC
• Provision in deploy to consider standby sites
• Refactor daily erpnext notiﬁer
• Reseller signup process
• Account redirect fallback
ixesF

Dec - Jan
Umair Sayed
Open Day

Issues Rating
Issues Rating - 3.4
I am writing this mail to lodge a strongest possible protest. We have
been recently migrated to your beta version yesterday. Since
yesterday my company’s work has come to stand still because of
numerous issues faced by us.
I have sent mails to your support since yesterday, but there was no
response. Only when I called up your telephone number, I have
managed to get some response.
- Prashant Soni, Accusonic

• L1 Support
• Issues
• Chat support
• Phone Support
• Enterprise Sales
• Trial account calling
• Opportunities
• Demo sessions
• Customer Success
• Knowledge Base

• L1 Support
• Issues
• Chat support
• Phone Support
• Chat Support
Team 1
• Enterprise Sales
Team 2 Team 3
• Trial account  
calling
• Opportunities
• Demo sessions
Teams

L1 support Enterprise Sales SaaS Sales
• L1 Support
• Issues
• Chat support
• Phone Support
• Calling
• Sessions
• Opportunities
• Opportunties
• Sessions
Success Team
• Track activation
• Maximize renewal
• Journeys
• Long term assets

Learnings
• Trial Account
• Trial Request
• Email veriﬁcation
• Site creation
• Setup
• Prospects
• Some seeing ERPNext since years
• No activity after setup
• Some expect a call back

Going Ahead
• Use Calling Service
• Shifts to increase working hours
• Divide regions based on shifts
• Dedicated team for calling?
• Drive journeys

Customer Feedback
Here my team is frustrated as we lose many hours weekly due to the
huge amount of bugs we daily ﬁnd in the system.
You now changed bug handling process solving when it is more
suitable for you, this means there is no attention to your customers
who can’t work until you ﬁx the bugs, I am tired of repeating you
this.
- Cosimo, II Pezzo Mancate
I am trying to get a few things going but don't understand how to
make new features of v11 kick in as well how to make a few things
work the way I want.
- Chris Wagner, icravepos

Customer Feedback
Since we didn’t get much support in the setting up of the system, we
had to ﬁnd an alternative platform which in this case is working
extremely well and with great online support thus meeting our
needs.
- Karimi Barine, publishinginstitute
We are just checking a trial. We are using a self-hosted solution.
- Norman

Frappe Open Day January 2019

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