A comprehensive guide to ERPNext | Invento Software | Bengali

Introduction

This tutorial provides a comprehensive guide on how small to medium-sized businesses (SMBs) and enterprises can utilize ERPNext to streamline and align their business operations. The content is derived from a webinar in Bengali, focusing on the practical application of ERPNext in improving efficiency and productivity.

Step 1: Understanding ERPNext

• What is ERPNext?
  • ERPNext is an open-source Enterprise Resource Planning (ERP) software designed to help businesses manage various operations like inventory, sales, purchasing, accounting, and project management in one integrated system.
• Benefits of Using ERPNext
  • Centralizes data for better decision-making
  • Automates routine tasks to save time
  • Provides real-time insights into business performance

Step 2: Setting Up ERPNext

• Installation Process
  • Prerequisites
    • A server or cloud instance (e.g., AWS, DigitalOcean)
    • Basic knowledge of using the command line
  • Installation Steps
    1. Access your server via SSH.
    2. Update the package list:

       sudo apt update
       

    3. Install necessary dependencies:

       sudo apt install python3-dev python3-pip
       

    4. Download ERPNext using Git:

       git clone https://github.com/frappe/erpnext.git
       

Step 3: Configuring ERPNext

• Create a New Site
  • After installation, create a new site to start using ERPNext.
  • Run the following command:

    bench new-site your-site-name
    

• Install ERPNext App
  • Link the ERPNext app to your site by executing:

    bench get-app erpnext
    bench --site your-site-name install-app erpnext
    

Step 4: Navigating the ERPNext Dashboard

• Overview of the User Interface
  • Familiarize yourself with the dashboard layout, including modules such as Sales, Purchase, Inventory, and Accounting.
• Customizing the Dashboard
  • Personalize your dashboard to display the most relevant information for your operations.

Step 5: Managing Business Operations

• Sales Management
  • Create and manage customer records, quotations, and sales orders.
• Inventory Management
  • Track stock levels, manage suppliers, and process purchase orders.
• Accounting
  • Handle invoicing, expenses, and financial reporting.

Step 6: Utilizing Reports and Analytics

• Generating Reports
  • Use built-in reporting tools to analyze sales performance, inventory turnover, and financial health.
• Custom Reports
  • Create custom reports tailored to specific business needs.

Conclusion

ERPNext is a powerful tool for SMBs and enterprises looking to enhance operational efficiency. By following the steps outlined in this guide, you can set up and utilize ERPNext effectively to manage various aspects of your business. Next steps could include exploring additional ERPNext modules or seeking community support for advanced configurations.