User Guide: How to Log a Support Issue in ERPNext

ERPNext allows you to register and track issues in two simple ways:

1. From the website using the Support form (Recommended). Open Support Form
2. From within the ERPNext desk (Issue Doctype). Open Issues

Option 1: Registering an Issue from the Website (Recommended)

1. Go to your ERPNext instance homepage.
2. On the top-right, click Support (next to Login or your user initials).
3. This will open the Support Issue web form.
4. Fill in the following fields:
   • Raised By (Name) → Enter your full name.
   • Email → Enter your email address.
   • Mobile Number → Enter your contact number.
   • Subject → Short title of your issue.
   • Company → Select your company.
   • Issue Type → Select category of issue.
   • Description → Provide full details of the issue.
5. Click Submit.
6. Once submitted, you’ll see a success message:
   “Thanks for sharing your issue with us! We've got it and will be reaching out to you soon.”

Option 2: Registering an Issue from ERPNext Desk

1. Log in to ERPNext.
2. In the global search bar, type Issue.
3. Open the Issue doctype.
4. Click on New.
5. Fill in the required fields:
   • Subject → A short title of your issue.
   • Issue Type → Choose from categories (e.g., Bug, Query, Feature Request).
   • Company → Select the company linked to this issue.
   • Description → Enter full details of the issue.
   • Optional: Attach files or screenshots.
6. Click Save and then Submit.
7. Your issue will now be logged and visible in the Issues list.

Understanding Issue Types

When creating an issue, you will need to select an Issue Type. Choose the option that best describes your problem:

Notes

• Both methods (Desk or Website) create an entry in the same Issue doctype.
• The Support website form is recommended for quick and easy issue reporting.
• You can track responses via email or by logging into ERPNext (if you have credentials).