Training We Provide
Our focus is not just on teaching software features; we focus on helping teams understand how ERPNext fits into their daily business operations.
We aim to make ERPNext training
| # | Training Principle |
|---|---|
| 1 | Simple and practical |
| 2 | Business-oriented |
| 3 | Easy for non-technical users |
| 4 | Interactive and hands-on |
| 5 | Focused on real workflows and scenarios |
By combining practical ERPNext training, clear documentation, post-go-live support, and user enablement, we help organizations achieve smoother adoption and better long-term success with ERPNext.
Our ERPNext Training Approach
We follow a flexible and hybrid ERPNext training methodology based on your team size, project complexity, and business needs.
Depending on the project, training can be conducted in the following ways
- On-site at your office
- Remotely through online sessions
- Through recorded video modules
- Or through a blended combination of all formats
For businesses with larger teams or complex workflows, on-site ERPNext training helps users learn directly through live demonstrations, hands-on exercises, and real-time discussions with trainers.
For remote teams or distributed organisations, we conduct online ERPNext training sessions through Microsoft Teams or Google Meet. These sessions are interactive and include screen sharing, workflow demonstrations, Q&A discussions, and practical business scenarios.
We also provide recorded ERPNext training videos so users can revisit workflows, processes, and module usage anytime after the sessions are completed. This is especially useful for new employees joining later or for teams that need refresher training.
Our goal is to make ERPNext learning simple, practical, and aligned with your actual business operations rather than only theoretical system demonstrations.
ERPNext Training Modules Covered
The ERPNext training programme is customized based on your implementation scope and departments involved in the project.
Training generally includes the following
| # | Training Module |
|---|---|
| 1 | ERPNext system navigation and basics |
| 2 | User roles and permissions |
| 3 | Sales and CRM workflows |
| 4 | Purchase and inventory management |
| 5 | Accounting and financial processes |
| 6 | GST and compliance workflows |
| 7 | Manufacturing operations |
| 8 | HR and payroll management |
| 9 | Project management workflows |
| 10 | Workflow automation and approvals |
| 11 | Reports and dashboards |
| 12 | Customizations developed specifically for your business |
During training, we focus heavily on real-life business use cases so users understand how ERPNext will be used in their daily activities.
If custom workflows, reports, forms, or automations are developed during implementation, separate sessions are conducted to explain those business-specific customizations in detail.
This practical ERPNext user training approach helps improve user adoption and reduces confusion after go-live.
ERPNext Training Materials and Learning Resources
To support continuous learning, we provide comprehensive ERPNext training materials and documentation for users and administrators.
Training resources may include the following
- ERPNext user manuals
- Process flow documents
- Recorded training videos
- Quick reference guides
- Workflow walkthroughs
- FAQ and troubleshooting documents
- Data import templates
- Admin setup guides
The training material is designed in simple language so users from both technical and non-technical backgrounds can easily understand the system.
Where required, we also provide business-specific ERPNext process documentation customized according to your workflows and implementation setup.
These ERPNext training resources help users revisit processes whenever needed and reduce dependency on support teams for basic operations.
Post-Training ERPNext Support
We understand that users may need assistance even after training sessions are completed. To support smooth ERPNext adoption, we provide post-training support to help teams during the initial usage phase.
During this period, users can
- Ask workflow-related questions
- Clarify doubts about processes
- Get assistance with reports and transactions
- Request refresher sessions for important modules
- Receive guidance on best practices
Our ERPNext post-training support helps users gain confidence while using the system in real business scenarios.
The duration and scope of post-training support may vary depending on the project size, support plan, or AMC agreement.
ERPNext Train-the-Trainer Program
For organizations with larger teams or multiple departments, we also offer a Train-the-Trainer ERPNext programme.
In this approach, selected key users or department champions receive advanced ERPNext training so they can internally guide and support other employees within the organization.
These internal champions are trained on
| # | Champion Training Area |
|---|---|
| 1 | Department-specific workflows |
| 2 | ERPNext best practices |
| 3 | Common troubleshooting steps |
| 4 | Reporting and approvals |
| 5 | User onboarding processes |
| 6 | Business process handling |
This approach helps organizations build internal ERPNext expertise, reduce dependency on external support, and onboard future employees more efficiently.
The ERPNext Train-the-Trainer model is especially useful for growing businesses, multi-location teams, and organizations planning long-term ERP adoption.
