Setting Up

Setting up an ERP system is like starting your business all over again, although in the virtual world. Thankfully it is not as hard as the real business and you get to do a trial too!

Implementation requires the implementer to take a step back and set aside some time to do this right. This is usually not a couple-of-hours, after-work kind of a project.

Topics

  1. Setup Wizard
    1. Step 1: Language
    2. Step 2: Currency and Timezone
    3. Step 3: User Details
    4. Step 4: Company Details
    5. Step 5: Letterhead and Logo
    6. Step 6: Add Users
    7. Step 6: Tax Details
    8. Step 7: Customers
    9. Step 8: Suppliers
    10. Step 9: Item Names
  2. Users And Permissions
    1. Adding Users
    2. Role Based Permissions
    3. User Permissions
    4. Sharing
  3. Settings
    1. System Settings
    2. Show or Hide Modules
    3. Naming Series
    4. Global Defaults
  4. Data Management
    1. Data Import Tool
    2. Bulk Renaming of Records
  5. Email
    1. Email Accounts
    2. Email Alerts
    3. Email Digest
    4. Email Reports at Regular Intervals
    5. Sending Email from any Document
  6. Printing and Branding
    1. Print Settings
    2. Print Format Builder
    3. Print Headings
    4. Letter Head
    5. Address Template
    6. Terms And Conditions
    7. Cheque Print Template
    8. Custom Translations
  7. Setting Up Taxes
  8. Point of Sale Setting
  9. Price Lists
  10. Authorization Rule
  11. SMS Setting
  12. Stock Reconciliation For Non Serialized Item
  13. Territory
  14. Third Party Backups
  15. Workflows
  16. Bar Code
  17. Company Setup
  18. Calculate Incentive For Sales Team
  19. Articles
    1. Change User Password
    2. Delete All Related Transactions for a Company
    3. Edit Submitted Document
    4. Integrating ERPNext with other Applications
    5. Manage Header And Footer
    6. Managing Multiple Companies
    7. Managing Perm Level in Permission Manager
    8. Managing Tree Structure Masters
    9. Setting the Current Value for Naming Series
    10. Overwriting Data from Data Import Tool
    11. Rename User
    12. Using Custom Domain On Erpnext
  20. Integration Services
    1. Setting Up Dropbox Backups
    2. Setting up PayPal
    3. Setting up Razorpay
    4. Setting up LDAP