Setting Up

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.

1. Topics

1.1 Basic Setup
  1. Setup Wizard
  2. Users and Permissions
  3. Company Setup
  4. Setting Up Taxes
  5. Setting Company Sales Goal
  6. Data Import
  7. Charts Of Accounts Importer
  8. Workflows
  9. Energy Point System
1.2 Printing
  1. Print Settings
  2. Print Format Builder
  3. Print Style
  4. Print Headings
  5. Letter Head
  6. Address Template
  7. Terms and Conditions
  8. Cheque Print Template
  9. Custom Translations
  10. Raw Printing
1.3 Email and SMS
  1. Email Account
  2. Email Inbox
  3. Email Digest
  4. Email Reports
  5. Sending Email
  6. Email Domain
  7. Linking Emails to Document
  8. SMS Settings
  9. Notifications
  10. Document Follow
1.4 System Configuration
  1. Global Defaults
  2. System Settings
  3. Module Settings
  4. Naming Series
  5. Bulk Rename
  6. Download Backup
  7. Assignment Rule
  8. Milestone Tracking
  9. Authorization Rule
1.4 Sales and Stock
  1. POS Setting
  2. Territory
  3. Price Lists
  4. Stock Reconciliation
1.5 Data Privacy
  1. Personal Data Download
  2. Personal Data Deletion

2. Articles

2.1 Basic Setup
  1. Change Password
  2. Edit Submitted Document
  3. Rename User
  4. Difference Between System User And Website User
2.2 Data and Managing
  1. Delete A Company And All Related Transactions
  2. Managing Header And Footer
  3. Managing Multiple Companies
  4. Managing Permission Level
  5. Managing Tree Structure Masters
  6. Overwriting Data From Data Import Tool
2.3 Errors
  1. Email Error
  2. Report Permission Error
2.4 Sales
  1. Calculate Incentive For Sales Team
2.5 Other Actions
  1. Integrating ERPNext With Other Application
  2. Naming Series Current Value
  3. Using Custom Domain On ERPNext
  4. Setup Two Factor Authentication
  5. Outgoing Email Gateway
  6. Print Format Sections

3. Videos

3.1 Basic Setup
  1. The Setup Wizard
  2. User and Permissions
3.2 Data and Printing
  1. Data Import Tool
  2. Printing and Branding
3.3 Email and SMS
  1. Email Account
  2. Email Inbox
3.4 Files
  1. File Manager
3.5 Sales
  1. Customer and Supplier
  2. Item and Pricing
  3. Opening Invoices Creation Tool
  4. Opening Stock