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ERPNext – Introduction Course for Beginners

Course Overview:

The Introduction to ERPNext for Beginners course is designed to provide participants with a foundational understanding of ERPNext, an open-source ERP platform. Participants will learn about the core modules, basic functionalities, and key features of ERPNext, enabling them to navigate the system confidently and efficiently.


Learning Objectives:

  • Understand the concept and significance of Enterprise Resource Planning (ERP).
  • Familiarize with the ERPNext platform and its key modules.
  • Learn essential navigation skills to access and interact with ERPNext.
  • Gain insights into basic data management and transaction processing in ERPNext.

Course Content:

Module1:Introduction to Enterprise Resource Planning (ERP)

    • Definition and importance of ERP in modern business.
    • Overview of ERPNext: History, features, and benefits.
    • Understanding the role of ERPNext in streamlining business processes.

 Module2: Getting Started with ERPNext

    • Signing up for an ERPNext account or installing ERPNext locally.
    • Accessing the ERPNext dashboard and user interface.
    • Exploring the main modules: Desk, Setup, and Modules.

 Module3: Navigating the ERPNext Interface

    • Understanding the Desk: Home, Search, and Shortcuts.
    • Exploring the menu structure and module hierarchy.
    • Accessing and customizing user preferences and settings.

 Module4: Core Modules of ERPNext

    • Overview of key modules:
      • Accounting: Managing financial transactions, ledgers, and reports.
      • CRM (Customer Relationship Management): Managing customer interactions and leads.
      • HR (Human Resources): Managing employee data, attendance, and payroll.
      • Inventory: Tracking stock levels, item management, and warehouse operations.
      • Sales and Purchases: Creating sales orders, purchase orders, and invoices.
    • Exploring additional modules based on business needs.

Module5:Basic Transactions in ERPNext

    • Creating and managing master data: Customers, suppliers, items, and employees.
    • Performing basic transactions: Sales orders, purchase orders, invoices, and payments.
    • Understanding document flow and transaction lifecycle in ERPNext.

 Module6 Entry and Reporting

    • Entering data accurately: Forms, fields, and validation rules.
    • Generating basic reports: Sales reports, purchase reports, and financial statements.
    • Exporting data and integrating with external systems.

Target Audience:
  • Small business owners or entrepreneurs seeking to implement an ERP system to streamline their operations.
  • Employees in organizations are transitioning to or considering adopting ERPNext for business management.
  • Individuals interested in exploring career opportunities in ERP implementation, consulting, or system administration.

International Student Fees: USD200


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Flexible Class Options

  • Week End Classes For Professionals  SAT | SUN
  • Corporate Group Trainings Available
  • Online Classes – Live Virtual Class (L.V.C), Online Training

Related Course

ERPNext – Essentials Basic to Advance Course
ERPNext – Accounting Course
ERPNext – Manufacturing Course
ERPNext – Human Resource Management Course
ERPNext – Payroll Course
ERPNext – Procurement Management Course
ERPNext – Production Planning Course
ERPNext – Sales Management Course
ERPNext – Inventory Management Course
ERPNext – Healthcare Management Course
ERPNext – Partner Onboarding
ERPNext – Customer Support Management Course
ERPNext – Customer Relationship Management CRM Course
ERPNext – Project Management Course

 

KEY FEATURES

Flexible Classes Schedule

Online Classes for out of city / country students

Unlimited Learning - FREE Workshops

FREE Practice Exam

Internships Available

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