Overview of Mobile Application
The ERPNext Workflow Mobile Application is a dedicated mobile solution designed to extend ERPNext workflow approvals beyond desktops and laptops.
It enables ERPNext users to approve, reject, and track workflow documents in real time using a mobile application, ensuring faster decision-making and improved business efficiency.
This mobile application integrates seamlessly with ERPNext and supports both standard and customized ERPNext workflows without requiring changes to the existing system.
Problem Statement
Many ERPNext-based organizations face the following challenges:
- Approval delays due to desktop-dependent access
- Missed or late workflow actions
- Reduced operational speed
- Limited mobility for managers and approvers
- Inefficient workflow tracking
These limitations slow down business processes and affect overall productivity.
Proposed Solution: Mobile Application
To solve this challenge, we have developed a dedicated ERPNext Workflow Mobile Application that allows users to manage approvals, and workflow actions directly from their mobile devices—anytime, anywhere with the help of the mobile app.
ERPNext workflow application approach helps businesses to unlock the true power of ERPNext workflow automation.
The ERPNext Workflow Mobile Application provides a mobile-first solution that enables:
- Real-time workflow approvals
- Instant push notifications
- Secure ERPNext integration
- Support for customized workflows
- Easy-to-use mobile interface
This solution eliminates approval delays and allows businesses to operate efficiently without location dependency.
What is an ERPNext Workflow Mobile Application?
An ERPNext Workflow Mobile Application is a secure mobile application that integrates directly with ERPNext.
It allows users to:
- View workflow documents
- Approve or reject documents
- Track approval status
- All of this can be done without logging into the ERPNext web interface.
The application works with both:
- Standard ERPNext workflows
- Customized ERPNext workflows
Key Features
1. Mobile Workflow Approvals in ERPNext
Users can approve or reject ERPNext documents directly from their mobile devices, including:
- Sales Orders
- Quotations
- Purchase Orders
- Material Requests
- Expense Claims
- Leave Applications
This significantly reduces approval delays and improves operational speed.
2. Real-Time Push Notifications
The application sends instant notifications for:
- Pending approvals
- Workflow status changes
This ensures users never miss important approvals.
3. Secure ERPNext Integration
Security is a core component of the application:
- Role-based access control
- User-based permission handling
- Encrypted API communication
Users can only access data permitted by their role and permissions.
4. Lightweight, Fast & User-Friendly UI/UX
The application is designed for maximum usability:
- Single-click approvals
- Simple and intuitive mobile UI
- Fast performance
This ensures high user adoption across teams.
5. Comment On Document
The comment feature allows users to add remarks or notes on a specific record during the approval process.
This helps approvers clearly communicate their decision, feedback, or concerns directly within the record.
Other users involved in the workflow can view the comments to understand the approval status and required actions.
- Comments linked to the exact record
- Better coordination between teams
- Useful for audits and future reference
Benefits of Using ERPNext Workflow Mobile Application
Using mobile workflow automation provides the following benefits:
- Faster decision-making
- Reduced approval bottlenecks
- Improved productivity
- Higher ERPNext adoption
- Better management visibility
- Work-from-anywhere flexibility
This transforms ERPNext into a real-time, always-accessible ERP system.