---
title: "Getting Started with ERPNext"
space: "ERPNext"
url: "https://docs.frappe.io/erpnext/getting-started-with-erpnext"
updated: "2026-02-26"
---

Getting started with ERPNext can seem overwhelming, but focusing on these steps will help you set up and integrate the system effectively. Here’s a streamlined approach to kickstart your ERPNext journey.

**1. Define Your Needs**

- **Identify Requirements**: Determine the key features you need (e.g., inventory management, accounting).
- **Set Goals**: Clarify what you aim to achieve with ERPNext.

**2. Choose Deployment**

- **Cloud Hosting**: Opt for an easy setup with minimal infrastructure by using [Frappe Cloud](https://frappe.io/cloud) or a third-party provider.
- **Self-Hosting**: Install ERPNext on your own server if you have the technical resources and prefer control over your setup.

**3. Setup ERPNext**

- **Cloud**: Sign-up and follow the setup instructions.
- **Self-Hosting**: Prepare your server, and follow the [installation guide](https://github.com/frappe/erpnext) to set up ERPNext.

**4. Configure Basic Settings**

- **Setup Admin Account**: Create your administrator profile.
- **Enter Company Details**: Input essential information like company name, address, and currency.
- **System Configuration**: Configure different modules and workflows to match your requirements.

**5. Train and Launch**

- **Train Users**: Provide training [sessions or resources](https://school.frappe.io/lms/courses) to help your team get familiar with ERPNext.
- **Go Live**: Transition to ERPNext for your daily operations and monitor the system for any issues.