How We Train — ERPNext End-User Training
A successful ERPNext implementation isn't just about configuration — it's about your team being confident and independent on the system. Our training program is designed to get every user type — from data entry operators to department heads to system admins — fully capable of running their day-to-day operations in ERPNext.
Training Philosophy
We don't do generic software demos. Every training session is:
- Role-based — tailored to what each user actually needs to do
- Process-mapped — your real workflows, not textbook examples
- Hands-on — participants practice on your staging environment with your actual data
- Recorded — every session is recorded and shared for future reference
For clients migrating from another system (Tally, SAP, legacy ERP), we conduct feature-by-feature mapping — showing exactly what changed, what improved, and how existing workflows translate to ERPNext.
Training Curriculum
Module 1 — ERPNext Fundamentals
For all users.
- System navigation and dashboard overview
- User roles and permissions — what you can and can't see, and why
- DocType concept — understanding forms, lists, and linked documents
- Submitting, amending, and cancelling documents
- Filters, search, and reports
- Notifications and to-do items
Module 2 — Department-Specific Training
Conducted per department. Common modules covered:
Finance & Accounts - Chart of Accounts, Cost Centres, and Dimensions - Sales Invoice, Purchase Invoice, Payment Entry - Bank Reconciliation - GST returns and e-invoicing - Financial reports (P&L, Balance Sheet, Trial Balance)
HR & Payroll - Employee master and onboarding - Leave management and attendance - Salary structures and payroll processing - PF, ESI, TDS configuration - Payslip generation and statutory reports
Inventory & Warehouse - Item master and UoM - Stock Entry, Purchase Receipt, Delivery Note - Stock reconciliation and valuation - Warehouse transfers and batch/serial tracking
Purchase & Sales - Quotation → Sales Order → Delivery → Invoice flow - Purchase Order → Receipt → Invoice → Payment flow - Supplier and customer management - Price lists and discounts
Manufacturing (if applicable) - Bill of Materials and Work Orders - Production planning - Job cards and shop floor management
Module 3 — System Administration
For your internal ERPNext administrator.
- User creation and role assignment
- Custom fields and form customisation (no-code)
- Workflow configuration
- Email alerts and notifications
- Backup and restore procedures
- System settings and defaults
Module 4 — Custom Features & Integrations
For any custom modules or integrations built specifically for your project.
- Custom DocType usage and workflows
- Integration touchpoints (what triggers what)
- Troubleshooting common issues
Delivery Format
| Format | Details |
|---|---|
| Live online sessions | Google Meet / Zoom, 2 hours per session |
| Sessions per role group | 2–4 sessions depending on module depth |
| Hands-on practice | Conducted on your staging environment |
| Recordings | Shared within 24 hours of each session |
| User manuals | Role-specific PDF manuals delivered at end of training |
| Post-training support | 30 days of WhatsApp/Helpdesk support for training queries |
Optional Add-Ons
| Add-On | Description |
|---|---|
| Onsite Training | 1–2 day instructor-led workshop at your office |
| Train-the-Trainer | Deep-dive for your internal champion to own future onboarding |
| Refresher Sessions | Available under AMC for new joiners or process changes |
| Video Library | Custom recorded walkthroughs of your specific configurations |
