Implementation pages for the ERPNext core modules and the Frappe apps that extend ERPNext, such as Frappe HR and Frappe Lending, from configuration to go-live.
Installing and configuring the Frappe HR app alongside ERPNext: employee records, leave policies and attendance, expense claims posted to ERPNext accounting, salary structures, income tax slabs and payroll runs, and the mobile app for staff.
Running loan products on the Frappe Lending app: loan application to disbursement and repayment, collateral tracking, automated accounting entries in ERPNext, co-lending and loan transfers, and when a lender needs a dedicated core banking platform instead.
Setting up the Stock module for real warehouse operations: warehouse trees down to shelves, putaway rules by capacity and priority, pick lists, serial and batch tracking, opening stock through Stock Reconciliation and periodic counts.
Configuring procure-to-pay in ERPNext: material requests, requests for quotation sent to several suppliers, supplier quotations, purchase orders against blanket orders, landed cost vouchers that add freight and duty to item valuation, and approval rules.
Setting up the Assets module: asset categories and accounts, finance books with separate depreciation policies, automatic depreciation journal entries, asset movement, maintenance, repair and capitalization, and the checks finance teams run at month end.
Using the Projects module for project-based work: projects and tasks, timesheets with billing and costing rates, project expenses, billing customers from timesheets and seeing actual project cost and margin without a separate tool.
Configuring quality inspections on incoming and outgoing goods with inspection templates and parameters, plus the Quality Management module's goals, procedures, reviews, meetings and non-conformance records for an ISO 9001 style quality system.
Rolling out ERPNext POS to stores: POS profiles per outlet, cashier opening and closing entries, payment methods and loyalty programs, real-time or consolidated stock and accounting posting, and the hardware and offline questions to settle first.
Modeling outsourced production in ERPNext: service items, subcontracting BOMs, supplier warehouses for issued raw materials, Subcontracting Orders and Receipts, and how materials consumed and processing charges flow into valuation.
Setting up the ERPNext selling cycle from quotation to sales order, delivery and invoice: price lists, pricing rules, credit limits, partial fulfilment and the settings that decide whether a delivery note is required.
Running after-sales service in ERPNext: issues with service level agreements, maintenance schedules created from maintenance sales orders, maintenance visits and warranty claims checked against serial numbers.
When to replace the ERPNext support module with Frappe Helpdesk, the open source ticketing app the Frappe team built because the old module's interface fell short, and how the two run on one bench.
Using Frappe Insights, the open source BI app from the Frappe team, to build ERPNext dashboards without SQL: query builder, joins, charts, supported databases and when Insights beats custom reports.
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