Customer Onboarding

Migrating to a new ERP System can be a stressful process. To help new customers in their process, we have a dedicated customer onboarding team to help users get started with ERPNext.

How Does it Work?

Our customer onboarding team will set up a series of sessions to help you understand and use the system. These calls will be done by screen sharing on Zoom or Google Meet. Each call will be roughly 50 mins, followed by a 10 min Q&A. At the end of each call, you will be given a task to be done. The next call will be scheduled after the task is done. The following sessions will be tailored to your speed and capability!

List of Sessions

Session 1

  • Navigating through ERPNext: We will explain how to find your way around ERPNext and give an overview of the modules and the master data in each module. We will also help you set up your Company logo and letter head, and create basic Users and Roles.
  • Company and Chart of Accounts: We will help you configure your basic chart of accounts and understand the various account documents. We will also help you set up the basic master data (Item, Warehouse, Customer, Supplier, Employee) for testing.

Session 2

  • One Module (of your choice): We will take you through a cycle of one module based on your process flow.
  • Sales to Billing: We will try and complete a basic Sales to Billing Cycle as well.

Session 3

  • Query Session: We will address any issues you are facing while mapping out your use-cases in ERPNext.

If time permits, we can also cover:

  • Data Import: Here we will show you how to import records into ERPNext using the Data Import Tool, so you can start prepping up for the big day!
  • Customization: Once your data is up, we will show you how to do basic customizations, alerts and workflows on ERPNext

Now all that's left for you to do is clean up your data and go live 🙌

Let's Get Started!

We have worked with more than 1000 customers and helped them go live on ERPNext. We know this process works. All it needs is a bit of persistence and work and we ASSURE you that it will be worth it. But nothing worth doing is easy. 😉

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