ERPNext Training

These pages are to help with learning to use our Enterprise Resource Planning platform, ERPNext. List of Videos and Documentation here: https://docs.erpnext.com/docs/v13/user/videos/learn

Intro to ERPNext

Understanding DocTypes and Field Types

Continuing introduction to ERPNext

HR Module Overview

Users, Roles and Permissions - Managing your users in ERPNext

Customizing DocTypes - Customizing ERP Modules in ERPNext

Slightly more advanced - be careful

ERPNext HR Leave Management

Leave Management using ERPNext

HR Module: Recruitment

Jobs, Applicants, interviews, Hiring, etc.

Support Issues with ERPNext

handling support tickets, issues, etc.

CRM 1

Introduction to ERPNext CRM - Lead, Opportunity and Quotation

CRM 2

More detailed walk through

Chart of Accounts

Manage Items and Prices

Customers and Suppliers

Accounts Opening Balance

Stock Opening Balance

Print Settings and Configuration in ERPNext

Importing Data In ERPNext

ERPNext - Education Domain (and related modules)

Hiring & Recruitment using ERPNext

Users, Roles and Permissions - Managing your users in ERPNext

Project Management: Project

ERPNext Project Part 1

ERPNext for Services Business

ERPNext for Services Business Topics:

  • Service Item 0:15
  • Quotation & Sales Order 1:45
  • Project 3:35
  • Tasks 4:50
  • Gantt Chart 6:39
  • Timesheet 8:06
  • Costing 16:15
  • Sales Invoice against Timesheet 18:25
  • Service Module 29:50

Setup ERPNext Support Module

ERPNext Support Module and Setup

References

  • Video: https://www.youtube.com/watch?v=BNp_0n4UoOs
  • https://docs.erpnext.com/docs/v12/user/manual/en/support
  • https://docs.erpnext.com/docs/v13/user/manual/en/support/support-settings

    • ERPNext instructions on adding videos to the website: https://docs.erpnext.com/docs/v13/user/manual/en/using-erpnext/video

    Instructions on ERPNext Webpage Module

    ERPNext Documentation on Blog Posting https://docs.erpnext.com/docs/v13/user/manual/en/website/blog-post