Setting up an ERP system is like starting your business all over again but in the virtual world. Thankfully it is not as hard as the real business and you get to do a trial too!
To get an ERP implementation right, the implementor needs to set aside time and perform the implementation with dedication. Usually, this is not your post work side project you spare a couple of hours on.
You'll find the global configuration options here. For module-wise setup, visit the respective modules.
ERPNext Site
It’s always recommended to be completely hands-on with the product, even while learning. We recommend setting up an ERPNext site for yourself. If you don’t already have one, here’s how you can get started.
- Get a free trial account
Or - Get an ERPNext site from Frappe Cloud
Once you log in to ERPNext, you will see a host of options. Stay focused to achieve clear outcomes. The following are the master and transaction records you will use to get your ERPNext site up and running. With these masters configured correctly, you will have almost completed the implementation.
Masters
- Company
- Item
- Customer
- Supplier
- Chart of Accounts
- Data import tool
- Opening Balances
Video Tutorial
Enrol for a ERPNext Course which covers tutorial on the fundamentals, basic setup and advance features, all in one.