Welcome to library management in ERPNext! This manual is designed to provide comprehensive guidance on effectively utilizing ERPNext to streamline library operations and enhance patron services. By following the instructions and best practices outlined in this manual, library staff can optimize their workflow and leverage the power of ERPNext for efficient library management.
First needs to install ERPNext, Frappe HR, and the Non-Profit app. After then install the Library Management app.
Once the user logs in to the Library Management Module, they can first view the dashboard shown in the below image. The Library Management Dashboard gives you an overall analysis of your business, such as:
Users can see Library settings under Reports & Configurations. First, go to the Library settings > Add Library Settings.
Default Membership Type In the library's settings, if you select "Default membership type", it is automatically set as the "Default Membership Type" in Library Management.
Default Price List In the library's settings, if you select "Default Price List", it is automatically set as the "Default Price List" in Library Management.
Default Territory In the library's settings, if you select "Default Territory", it is automatically set as the "Default Territory" in Library Management.
Penalty Charge Item A "Penalty Charge Item" is automatically set in the Item table when a penalty invoice is generated when a library member collects a penalty.
Allow Books In the library settings, the "Allow Books" function enables you to specify the maximum number of books that can be borrowed by library members.
Staff For staff members, there are no penalties or restrictions regarding the number of books they can borrow from the library.
Allow Return Day If you do not return the book within the number of days set as in "Allow Return Day", failure to return a book within the designated "Allow Return Day" period will result in a penalty fee.
Default Terms and Conditions In the library's settings, if you select "Default Terms and Conditions", it is automatically set as the "Default Terms and Conditions" in Library Management.
Using this functionality, Users can create an employee for a library. Go to Library member > Employee > Add Employee.
Using this functionality, Users can create a customer for a library. Go to Library member > Customer > Add Customer.
Using this functionality, Users can create a member for a library. Go to Library member > Member > Add Member.
If a library member wants to join, he can do so by clicking on the "Membership" button.
Using this functionality, Users can create a Library membership for a customer. Go to Library member > membership > Add membership.
Using this functionality, Users can configure a Penalty template for a library. Go to Library Configurations > Penalty Template > Add Penalty Template.
Using this functionality, Users can create a membership type. Go to Library Configurations > Membership Type > Add Membership Type.
By Clicking on the “New membership type” button, the following screen will display.
Create a new membership type, name it "Membership Type," and give it a discount amount, e.g., gold, silver, or bronze.
Using this functionality, Users can create Books for a library. Go to Library Management > Books > Add Book.
Using this functionality, Users can issue a book to a member. Go to Library Management> Book Issue > Add Book Issue.
The report "Library Employee" provides employee information.
The Library Employee report provides information such as the employee's name, date of joining, and current employment status and type.
The Library Member report provides information such as the member's name, membership type, and membership expiry date.
The Library Membership report provides information on the member's name, membership type, and the duration of the membership, specifying the start date and end date.
This report provides information about the book name, quantity, total count, and the difference in quantities.
The report "Book Prices" provides Book Prices No information.
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