ERPNext Product Demo by Frappe | Parth Garachh

Introduction

This tutorial provides a step-by-step guide on using ERPNext, an open-source ERP software designed for small and medium enterprises. This guide will cover essential modules such as stock, inventory management, accounting, buying, and selling, based on a comprehensive demo presented by Frappe.

Step 1: Setting Up ERPNext

• Create an Account
  • Visit the Frappe Cloud website.
  • Subscribe to a plan for $10 per month or start a free trial.
• Access the ERPNext Dashboard
  • After signing up, log in to your account to access the ERPNext dashboard.

Step 2: Navigating the ERPNext Modules

• Understand the Main Modules
  • Familiarize yourself with the key modules:
    • Stock Management: Manage inventory levels and stock movements.
    • Inventory Management: Track and control inventory in real-time.
    • Accounting: Handle financial transactions and reporting.
    • Buying and Selling: Manage purchase orders and sales invoices.
• Explore Each Module
  • Click on each module to explore its features and functionalities.

Step 3: Managing Inventory and Stock

• Add New Items
  • Go to the Stock module and select "Items."
  • Click "New" to create a new item entry.
  • Fill in the required details such as item name, description, and unit of measure.
• Track Stock Levels
  • Use the stock balance feature to monitor current inventory levels.
  • Set up alerts for low stock levels to avoid shortages.

Step 4: Handling Accounting

• Create a Chart of Accounts
  • Navigate to the Accounting module.
  • Set up your chart of accounts to organize financial data.
• Record Transactions
  • Use the "Journal Entry" feature to record income and expenses.
  • Ensure all transactions are categorized correctly for accurate reporting.

Step 5: Managing Purchases and Sales

• Create Purchase Orders
  • In the Buying module, select "Purchase Order."
  • Fill in vendor details and the items being ordered.
• Create Sales Invoices
  • In the Selling module, select "Sales Invoice."
  • Input customer details and items sold.

Step 6: Utilizing Support and Community Resources

• Access Documentation
  • For detailed guidance, refer to the ERPNext Documentation.
• Join the Community Forum
  • Engage with other users via the ERPNext Community Forum for support and tips.

Conclusion

ERPNext offers a robust solution for managing various business functions efficiently. By following the steps outlined in this tutorial, you can effectively set up and utilize its essential modules for your business needs. For further experimentation, consider signing up for a trial or subscribing to Frappe Cloud, and don’t hesitate to explore the community for additional support and resources.