Getting Started with ERPNext
Beginning with ERPNext does not have to be daunting. Complete these easy steps to implement your system, train your staff, and go live with confidence—particularly with the new features in ERPNext v15 making it even easier.
Step 1: Know What You Require
Outline Your Major Features
Consider what your business actually requires. Do you need inventory tracking, accounting, employee management, or complete manufacturing?
ERPNext v15 simplifies these through custom workspaces and dynamic dashboards.
Set Clear Objectives
What do you want to achieve with ERPNext? Improved efficiency? Reduced paperwork? Complete visibility of your business? Make the decision beforehand.
Step 2: Choose How You Want to Utilize ERPNext
You have two choices:
Cloud Hosting (Easy and Quick)
Sign up on Frappe Cloud or with a reliable hosting provider. No servers or backups to manage—everything is taken care of for you.
Self-Hosting (Full Control)
If you already have an IT team or developer, install ERPNext on your server yourself. You’ll have more control and flexibility.
New in v15: Improved support for multi-tenant installations and simpler Docker-based install.
Step 3: Set Up ERPNext
- Cloud: Upon signup, go through the guided setup wizard.
- Self-Hosted: Deploy the official ERPNext install guide for production or development environment.
Step 4: Set up the Basics
Create Your Admin Profile
Establish your system manager (admin) account and protect it.
Company Profile Setup
Enter your company name, address, GST/NTN/CRN/VAT, and base currency.
Set up Your Modules
Install modules you require (Accounting, Sales, HR, etc.). With v15, you can leverage the Module Setup Guide—a new functionality that indicates what’s missing and guides you through setup step by step.
Step 5: Train and Go Live
User Training
Train your staff before going live. Use the Help Videos, Docs built within, or book sessions. ERPNext v15 features an enhanced Help Sidebar and inline guides to assist users while working.
Live Launch
Once your team is ready and the system is tested, switch to live mode. Monitor everything closely for the first few weeks and fix any small issues quickly.
Bonus Tips for Version 15 Users:
- Use the new Dashboard Builder to create role-based dashboards for Sales, Purchase, Finance, and more.
- Explore workflow improvements that help automate approvals and notifications.
- Try the enhanced Kanban Boards, especially helpful in CRM, Projects, and HR.
Final Note
