ERPNext Testing

Hari Mahesh

ERPNext is an open-source Enterprise Resource Planning (ERP) system designed to help businesses manage and integrate their core processes efficiently. It is highly flexible, user-friendly, and customizable. Therefore, it is a popular choice for small, medium, and large enterprises across various industries.

With ERPNext, businesses can manage everything from financial reporting and inventory tracking to employee records and production schedules in one centralized system. This enhances efficiency, reduces errors, and promotes team collaboration.

Let’s look at the key features of ERPNext:

• Business-based Modules: ERPNext offers a wide range of modules covering accounting, inventory, sales, purchasing, manufacturing, human resources, CRM, project management, etc. Each module is fully integrated, and provides a unified platform to manage all business operations.
• Cloud and On-Premise Solution: ERPNext can be deployed in the cloud for easy access and scalability. Or you can have it on-premise for more control and security over your organization’s infrastructure.
• Integrated Financial Management: ERPNext includes powerful accounting tools for managing finances, such as automated invoicing, expense tracking, financial reporting, multi-currency support, and tax management.
• Advanced Inventory Management: Businesses can manage inventory across multiple locations, track stock levels in real-time, perform batch and serial number tracking, and optimize procurement processes.
• Custom Workflows and Automation: ERPNext provides tools to design custom workflows and automate repetitive tasks like notifications, approvals, and reminders, enhancing operational efficiency.
• Multi-Currency and Multi-Language Support: Ideal for global operations, ERPNext supports multiple currencies, languages, and localization for taxation and compliance, making it suitable for businesses with international reach.
• Integrated Manufacturing Module: The manufacturing module includes production planning, bill of materials (BOM), capacity planning, work orders, and job cards to streamline production processes.
• Scalability and Extensibility: ERPNext grows with your business so that it can support small-scale startups to large enterprises. It also offers integration capabilities with third-party apps and APIs for additional functionality.

Testing ERPNext ERP

You need to ensure the modules function seamlessly, meet business requirements, and perform reliably in real-world scenarios. The platform’s robust architecture includes key modules such as manufacturing management, supply chain management (SCM), financial management, customer relationship management (CRM), and human capital management (HCM), all of which require thorough testing.

To maintain efficiency and ensure smooth operations, several types of testing must be conducted for ERPNext ERP, including:

• End-to-End (E2E) Testing: E2E testing validates complete business workflows, such as order management, inventory updates, and financial reporting. It ensures all modules and systems work together seamlessly in real-world scenarios.
• Integration Testing: It verifies the seamless interaction between ERPNext modules, such as CRM and financial systems, and external third-party integrations. This ensures smooth data flow and accurate communication across all interconnected components. Read: Integration Testing: Definition, Types, Tools, and Best Practices.
• Security Testing: It ensures the protection of sensitive data within ERPNext ERP by identifying vulnerabilities and validating access controls. It also ensures compliance with industry security standards and protocols. Read more about Security Testing.
• Data Migration Testing: Verifies that data transferred from legacy systems to ERPNext ERP is accurate and complete. It ensures proper mapping, transformation, and integrity of the migrated data.
• Performance Testing: Evaluates the application’s speed, responsiveness, and stability under various load conditions. It ensures that the system can handle peak user activity without degradation in performance.
• Cross-Platform Testing: Cross-platform testing validates that ERPNext ERP performs consistently across different browsers, devices, and operating systems. This ensures a smooth user experience regardless of the platform used.
• Customization Testing: Validates any tailored configurations or modules added to the ERPNext ERP system. It ensures that these customizations function as expected and integrate seamlessly with the core system.
• Post-Deployment Testing: It is performed after the system goes live to monitor its real-world performance. It helps identify and resolve any issues arising in the production environment.

Manual and automated testing can both be performed on ERPNext. However, considering the huge number of scenarios to validate with multiple combinations of browsers and platforms, manual testing has a limited efficiency. It is not practical to run things like performance and load tests manually as well without supportive tools. Using automated testing is, therefore why, a better solution as it should provide complete, repeatable and efficient validation of all the important features.

Performing E2E Tests for ERPNext

Manual testing is valuable for exploratory testing, user interface validation, and scenarios requiring human judgment, such as assessing usability or specific workflows. However, due to the complex nature of ERP systems like ERPNext, testing typically involves complex scenarios that span multiple interconnected modules, platforms, and browsers. This level of complexity makes manual testing time-consuming, prone to errors, and less efficient, especially when ensuring full coverage for frequent updates or customizations.

Automation is particularly advantageous for regression testing, integration testing, and end-to-end testing, where repetitive validation across extensive data sets and workflows is necessary. Automation also enables faster testing cycles, supports continuous integration and delivery (CI/CD) processes, and ensures the stability and scalability of the ERPNext ERP system in production environments. This makes automation a critical strategy for managing the complexities of modern ERP testing requirements.

testRigor for ERPNext Automation Testing

Using traditional automation tools increases maintenance efforts due to many factors like the frequent code updation, and also dependency on element properties increases the chances of flaky tests. ERPNext ERP is a complex application, it is crucial to have a tool that is smart enough to overcome these disadvantages and also intelligent enough to update the test cases based on changes in the application. This is where testRigor becomes more of an advantage for ERPNext ERP testing. Let’s understand how testRigor can be the right choice for end-to-end testing for ERPNext applications.

• Natural Language Processing: testRigor helps to create automation scripts in plain English. This helps in faster creation and updation of test cases and even manual testers can create test scripts faster than performing manual tests. Anyone related to the project team, even if non technical person also can create or update test scripts easily. Read: Test Automation Tool For Manual Testers.
• Generative AI: With Generative AI, testRigor helps generate/create/record test cases or unique test data by providing a description of the tests. So, testers just need to provide the description, and the possible test cases are generated by the tool. Here is an All-Inclusive Guide to Test Case Creation in testRigor.
• testRigor locators: testRigor doesn’t use any element locators, thereby nullifying the flaky tests. testRigor, with its AI capabilities, identifies an element by using its screen name or its relative position. For example:

  click "cart"
  enter "Peter" into "Section" below "Type" and on the right of "Description"

• One tool for all testing: testRigor supports different types of testing like native desktop, web, mobile, API, visual, exploratory, AI features, and accessibility testing.
• Seamless Integrations: testRigor integrates effortlessly with popular CI/CD tools like Jenkins and CircleCI, test management platforms like TestRail, defect tracking systems like Jira, and communication tools like Slack and Microsoft Teams, making it a natural fit for existing workflows.

Now let’s see a sample script written in testRigor for ERPNext ERP:

Image Source

Login //Reusable rule
create new lead //Reusable rule
click Save
go to leads //Reusable rule
check that table at row containing stored value "lastName" and column "Status" contains "Lead"

You can understand from the above script that creating automation scripts is very easy with testRigor. You can use the Reusable Rules to create functions for test steps, which are being repeated in test cases. Then, call them in test cases by simply writing their names. See the example of Reusable Rules.

The points above highlight just a few of the many powerful features testRigor offers. To discover all its capabilities, explore more details here or sign up for a demo to start your journey.

“We spent so much time on maintenance when using Selenium, and we spend nearly zero time with maintenance using testRigor.”

Keith Powe VP Of Engineering - IDT