ERPNext Mastery The Complete Guide to Implementation Automation and Scalability
You’re under pressure. Your company needs a seamless ERP solution-fast. Manual processes are failing, visibility is fragmented, and leadership is demanding clarity. You know ERPNext is powerful, but the implementation path feels uncertain. Where do you start? How do you avoid costly missteps? And how do you scale it without breaking existing workflows? Meanwhile, others are moving faster. Consultants are landing high-ticket contracts. IT leaders are automating supply chains and financial reporting before your team finishes mapping requirements. The gap between knowing a little and mastering the full platform is where careers are made or stalled. ERPNext Mastery The Complete Guide to Implementation Automation and Scalability closes that gap-fast. This is not a theoretical walkthrough. It’s the definitive action framework used by top ERP consultants and digital transformation leads to deliver production-ready ERPNext deployments in record time. One recent learner, a systems analyst at a 200-person manufacturing firm, went from basic ERPNext knowledge to leading their entire company-wide rollout in under six weeks. They automated inventory reconciliation, cut month-end reporting from three days to three hours, and secured a formal promotion-just 30 days after starting this course. The outcome is clear: go from uncertain and overwhelmed to confidently deploying, automating, and scaling ERPNext across departments-with measurable business impact and board-level credibility. Here’s how this course is structured to help you get there.Course Format & Delivery Details Self-Paced Learning with Immediate Online Access
This course is designed for professionals who need flexibility without compromise. Once enrolled, you gain full access to all materials on-demand. There are no fixed schedules, mandatory attendance, or time zone constraints. Learn at your own pace, on your own timeline, whenever and wherever it suits you best-including on mobile devices. Most learners complete the core implementation modules within 21 days and begin applying automation strategies immediately. Full mastery, including scalability planning and advanced integrations, typically takes 6 to 8 weeks with just 5–7 hours of weekly engagement. Lifetime Access with Ongoing Updates at No Extra Cost
Your enrollment includes permanent, 24/7 access to every module, template, and tool. As ERPNext evolves, so does this course. You’ll receive all future updates automatically-no renewals, no subscriptions, and no hidden fees ever. This is a one-time investment in lasting expertise. Mobile-Friendly, Global, and Always Available
Access the entire curriculum from any device, anywhere in the world. Whether you’re on-site at a warehouse, traveling between client offices, or working remotely, your progress syncs seamlessly across platforms. Resume exactly where you left off, without disruption. Direct Instructor Support & Implementation Guidance
Get clear, actionable answers when you need them. You’ll have direct access to ERPNext implementation experts for technical clarification, configuration advice, and real-world troubleshooting. Support is provided via structured response channels to ensure your questions are handled quickly and accurately-so you never get stuck. Certificate of Completion Issued by The Art of Service
Upon finishing the course and demonstrating mastery through the final implementation checklist, you’ll earn a Certificate of Completion issued by The Art of Service-a globally recognised credential trusted by thousands of IT and operations leaders worldwide. This certification validates your proficiency in end-to-end ERPNext deployment and strengthens your professional credibility with employers and clients alike. Transparent Pricing. No Hidden Fees. No Surprises.
The course fee is straightforward and final. There are no upsells, no monthly charges, and no additional costs for updates or support. You pay once-and gain everything. We accept all major payment methods, including Visa, Mastercard, and PayPal-securely processed with bank-level encryption. 100% Risk-Free with Full Money-Back Guarantee
If you complete the first three modules and find the content does not meet your expectations, you’re covered by our unconditional money-back promise. We eliminate the risk so you can focus entirely on results. Confidence Without Compromise: This Works Even If…
You’re new to ERP systems. You manage a legacy setup. Your team resists change. You don’t have a dedicated IT department. Or you’ve tried implementing ERPNext before and stalled. This course works even if you’ve never written a single line of code or configured a workflow. Step-by-step instructions, pre-built templates, and real-world configuration patterns guide you through every complexity-so you can deliver results regardless of your starting point. After enrollment, you’ll receive a confirmation email, followed by a separate message with your secure access details once your course materials are fully provisioned. This ensures a stable, error-free onboarding experience tailored to your learning environment. Designed for Real Roles, Real Systems, Real Results
- IT Managers use this course to standardize deployments and reduce integration errors by 70%.
- Operations Directors automate end-to-end workflows, cutting process cycle times by half.
- Consultants have doubled their project win rate by demonstrating mastery with the official certificate.
- Startups and SMEs launch fully functioning ERP systems in under four weeks using the modular blueprints included.
This is more than training. It’s your competitive advantage-delivered with precision, depth, and zero tolerance for ambiguity.
Module 1: Foundations of ERPNext – Architecture, Data Model, and Core Concepts - Understanding the ERPNext ecosystem and open-source advantage
- Exploring the underlying Frappe framework architecture
- Overview of modular design principles in ERPNext
- Defining master data vs transactional data
- Navigating the user interface and role-based dashboards
- Setting up your first ERPNext instance via cloud and local deployment
- Configuring multitenancy and company structures
- Understanding user permissions and access levels
- Role profiles for accountants, warehouse staff, HR, and managers
- Customising the homepage and default views
- Data import and export workflows using Excel and CSV
- Mastering the global search and reporting interface
- Setting up fiscal years and accounting periods
- Locating critical configuration settings in the system settings menu
- Managing email and notification templates
- Configuring default values across modules
Module 2: System Setup and Company Configuration Blueprint - Creating and structuring multiple companies in a single instance
- Setting up chart of accounts with industry-specific templates
- Configuring cost centers and profit centers
- Defining default tax rules and tax accounts
- Setting up banking parameters and payment terms
- Configuring warehouse hierarchies and locations
- Establishing default selling and buying settings
- Setting up pricing rules and discount structures
- Creating UOMs (Units of Measure) and item group taxonomies
- Configuring serial and batch number tracking
- Defining company branding and logo placement
- Setting up default currencies and exchange rate updates
- Configuring automated backups and retention policies
- Establishing naming conventions for all document types
- Setting up custom fields and properties at the company level
- Migrating legacy company data with validation checks
Module 3: Financials Deep Dive – Accounting, Tax, and Reporting - Configuring double-entry accounting principles in ERPNext
- Setting up opening balances for a live migration
- Journal entries: recurring, reversal, and reverse charge configurations
- Automating bank reconciliation with statement imports
- Configuring GST, VAT, and other regional tax frameworks
- Setting up regime-specific tax templates (e.g. Indian GST, EU VAT)
- Managing tax exemptions and reverse charge mechanisms
- Integrating e-invoicing and e-way bill requirements
- Configuring withholding tax and TDS rules
- Automating payment reconciliation for vendors and customers
- Balancing inter-company transactions
- Setting up multi-currency accounting and gain/loss handling
- Generating financial statements: P&L, Balance Sheet, Cash Flow
- Running trial balance and ledger reports with filters
- Scheduling automatic financial report distribution
- Configuring audit trail and compliance logs
- Implementing budget controls and variance alerts
- Creating custom financial reports using report builder
- Using drill-down features from dashboard to transaction
Module 4: Sales and Customer Lifecycle Management - Designing the complete sales process from lead to cash
- Configuring lead and opportunity pipelines
- Setting up quotation templates with dynamic pricing
- Managing customer credit limits and risk exposure
- Automating price list assignments by customer group
- Creating sales orders with advance payment terms
- Configuring POS (Point of Sale) profiles and cashier roles
- Managing delivery notes and shipment tracking
- Setting up automated delivery reminders and delays
- Creating delivery-based billing workflows
- Configuring recurring invoices for subscription models
- Generating sales analytics and team performance dashboards
- Analysing customer lifetime value and retention patterns
- Integrating CRM with marketing automation principles
- Synchronising customer data with email campaigns
- Tracking conversion rates across sales stages
- Using workflow rules to escalate overdue quotations
- Building custom sales performance reports
Module 5: Procurement and Vendor Management Workflow - Mapping the procure-to-pay lifecycle in ERPNext
- Setting up vendor master data with compliance fields
- Categorising vendors by performance, risk, and geography
- Creating material request and procurement workflows
- Generating and comparing multiple RFQs (Request for Quotation)
- Automating purchase order approvals by value thresholds
- Configuring blanket orders for long-term supply contracts
- Managing landed costs and import duty calculations
- Accepting goods with batch tracking and quality inspection
- Configuring inspection criteria for incoming materials
- Automating GRN (Goods Received Note) creation
- Matching invoices against GRNs and purchase orders
- Handling partial and over deliveries
- Creating credit notes for defective or returned items
- Setting up automated vendor performance scorecards
- Analysing vendor lead times and delivery accuracy
- Building procurement cost reduction reports
- Integrating procurement data with financial budgeting
Module 6: Inventory and Warehouse Operations Excellence - Setting up advanced warehouse hierarchies
- Creating sub-warehouses and storage zones
- Managing item variants and attribute combinations
- Configuring make-to-stock vs make-to-order policies
- Setting up reorder levels and safety stock
- Automating material requests based on stock levels
- Managing stock transfers between warehouses
- Configuring internal quality checks during transfer
- Running stock reconciliation with cycle counting
- Managing obsolete and slow-moving inventory
- Configuring scrap and disposition workflows
- Implementing FIFO and LIFO valuation methods
- Running stock ledger and valuation reports
- Generating bin cards and item history logs
- Using barcode support for stock entry and counting
- Setting up serialised asset tracking for high-value items
- Managing consignment inventory from vendors
- Creating warehouse KPI dashboards
Module 7: Production and Manufacturing Process Automation - Setting up Bill of Materials (BOM) with multiple versions
- Configuring BOM explosions and nesting
- Managing alternative materials and routing fallbacks
- Creating work orders with planned start and end dates
- Assigning work orders to specific workstations
- Tracking production progress with status updates
- Recording production output and scrap quantities
- Integrating time logs with employee job cards
- Managing subcontracting workflows and external operations
- Setting up quality inspection gates in production
- Creating rejection and rework processes
- Automating material consumption from warehouse
- Linking finished goods to sales and inventory
- Managing routing operations with operation time standards
- Calculating machine utilisation and downtime
- Analysing production cost vs estimated cost
- Integrating shop floor data via mobile input
- Building real-time shop floor dashboards
Module 8: Project and Task Management Integration - Setting up projects with budgets and timelines
- Creating task hierarchies and dependencies
- Assigning tasks to team members with deadlines
- Tracking time logs and effort allocation
- Linking tasks to expenses and material consumption
- Integrating project timesheets with payroll
- Generating project financials: cost vs revenue
- Using Gantt charts and milestone tracking
- Setting up automated task reminders and escalations
- Configuring project templates for repeat engagements
- Linking projects to sales orders and billing
- Analysing team productivity by project
- Managing change requests and scope adjustments
- Creating client-facing project status reports
- Using Kanban views for agile project tracking
- Linking project issues to the support module
- Allocating overhead costs to projects
- Generating project profitability reports
Module 9: HR and Payroll Configuration Mastery - Setting up employee master data with compliance fields
- Creating employee contracts and role descriptions
- Managing employee onboarding checklists
- Configuring leave types and approval workflows
- Setting up leave allocation rules by role
- Managing leave encashment and carry-forward
- Processing attendance via mobile, RFID, or manual entry
- Setting up shift scheduling and rotation policies
- Configuring shift allowances and overtime rules
- Integrating attendance with payroll processing
- Creating salary structures and earning/deduction components
- Configuring tax slabs and PF/ESI contributions
- Automating payroll processing with approval gates
- Generating payslips with digital signatures
- Setting up gratuity calculations and accruals
- Managing employee loans and recoveries
- Creating HR analytics: attrition, headcount, and performance
- Linking performance appraisals to compensation reviews
Module 10: Automation and Workflow Design - Understanding automation rules and triggering events
- Creating field update automations based on status
- Setting up email alerts for overdue tasks and approvals
- Configuring assignment rules for task distribution
- Building approval workflows by amount and department
- Creating conditional logic based on user roles
- Scheduling automated report delivery to stakeholders
- Setting up data import automation from external sources
- Automating document status changes (e.g. Quotation to Order)
- Building cascading updates across related documents
- Creating automated reminder sequences for collections
- Using custom scripts for complex automation logic
- Testing workflows in sandbox mode
- Monitoring automation performance with logs
- Handling failed automations with recovery paths
- Limiting automation to specific branches or departments
- Designing audit-compliant workflow records
- Integrating automation with external notification tools
Module 11: Customisation and Extension Development - Understanding the Frappe and ERPNext app structure
- Creating custom apps using the bench CLI
- Adding custom fields and sections to doctypes
- Setting up custom print formats with branding
- Building custom report views with SQL queries
- Creating client-side scripts for real-time validation
- Writing server-side Python scripts for business logic
- Using hooks to extend ERPNext functionality
- Creating custom web forms for public submissions
- Adding custom dashboards for role-specific views
- Integrating internationalisation and multilingual support
- Configuring custom permissions and role restrictions
- Building reusable UI components for internal tools
- Version controlling customisations using Git
- Testing custom scripts in development environment
- Migrating customisations to production safely
- Documenting all changes for audit and handover
- Ensuring upgrade compatibility for future versions
Module 12: Integration Architecture and API Strategy - Understanding REST API and web request patterns
- Setting up API keys and secrets for secure access
- Reading and writing data via GET, POST, PUT, DELETE requests
- Configuring API rate limits and access controls
- Integrating with accounting platforms (Xero, QuickBooks)
- Linking to e-commerce platforms (Shopify, WooCommerce)
- Synchronising data with external CRM systems
- Automating data exchange with warehouse management systems
- Building bi-directional sync with payment gateways
- Using middleware tools (Zapier, Make.com) for no-code integration
- Creating custom API endpoints for internal tools
- Handling authentication via OAuth and JWT
- Setting up webhooks for real-time event triggers
- Processing inbound data from IoT sensors and devices
- Mapping data fields between systems accurately
- Monitoring integration health and error logs
- Designing retry mechanisms for failed syncs
- Securing data transmission with SSL and encryption
Module 13: Reporting, Analytics, and Decision Intelligence - Using the built-in Report Builder for custom insights
- Crafting reports with filters, groupings, and summaries
- Creating dashboards with multiple report widgets
- Scheduling report distribution via email
- Exporting reports to PDF, XLSX, and CSV
- Building real-time KPI scorecards
- Analysing sales trends and forecasting accuracy
- Monitoring inventory turnover and obsolescence risk
- Tracking accounts receivable aging and collections
- Analysing vendor performance and cost trends
- Measuring production efficiency and yield
- Calculating employee productivity and cost per task
- Building project margin and burn rate analysis
- Creating cash flow projections from open orders
- Using pivot tables for multidimensional analysis
- Linking reports to automation triggers
- Embedding reports in custom dashboards
- Sharing reports with external stakeholders securely
Module 14: Security, Compliance, and System Governance - Defining data access policies by role and department
- Setting up two-factor authentication for privileged users
- Configuring login attempts and IP address restrictions
- Managing password policies and expiry rules
- Setting up data sharing rules for inter-company access
- Enabling audit trails for critical document changes
- Generating GDPR and privacy compliance reports
- Performing user activity logging and monitoring
- Creating backup verification and restore testing plans
- Setting up disaster recovery protocols
- Managing SSL certificates and domain security
- Conducting system health checks and performance audits
- Implementing data retention and archival policies
- Controlling print and export permissions
- Configuring session timeouts and idle disconnects
- Reviewing third-party app security before installation
- Managing administrator access with separation of duties
- Preparing for external IT audits with documentation packs
Module 15: Scalability, Multi-Company, and Enterprise Deployment - Designing a scalable ERPNext infrastructure
- Setting up multi-company operations with shared services
- Configuring inter-company transactions and settlements
- Managing global tax and compliance across regions
- Scaling database performance with indexing strategies
- Optimising server resources for high-transaction environments
- Setting up load balancing and high-availability clusters
- Managing data sovereignty and local storage requirements
- Planning for peak usage and seasonal spikes
- Implementing modular rollout strategies by department
- Creating regional dashboards for global teams
- Standardising processes across subsidiaries
- Migrating legacy data at enterprise scale
- Running parallel systems during transition phases
- Validating data integrity post-migration
- Training super users across locations
- Building a centre of excellence for ongoing support
- Documenting enterprise-wide SOPs and runbooks
Module 16: Implementation Project Management and Client Delivery - Defining the ERPNext implementation lifecycle
- Conducting business process mapping workshops
- Identifying pain points and automation opportunities
- Creating a detailed project plan with milestones
- Managing stakeholder expectations and communication
- Running pilot implementations with select teams
- Collecting feedback and iterating before full rollout
- Developing training materials and user guides
- Delivering role-specific training sessions
- Creating a post-go-live support structure
- Setting up helpdesk and issue escalation paths
- Measuring user adoption and engagement rates
- Conducting system optimisations post-launch
- Managing change requests through formal processes
- Documenting lessons learned and success metrics
- Delivering handover packs to internal teams
- Using the official Certificate of Completion as a delivery credential
- Positioning yourself as a trusted ERP advisor
- Understanding the ERPNext ecosystem and open-source advantage
- Exploring the underlying Frappe framework architecture
- Overview of modular design principles in ERPNext
- Defining master data vs transactional data
- Navigating the user interface and role-based dashboards
- Setting up your first ERPNext instance via cloud and local deployment
- Configuring multitenancy and company structures
- Understanding user permissions and access levels
- Role profiles for accountants, warehouse staff, HR, and managers
- Customising the homepage and default views
- Data import and export workflows using Excel and CSV
- Mastering the global search and reporting interface
- Setting up fiscal years and accounting periods
- Locating critical configuration settings in the system settings menu
- Managing email and notification templates
- Configuring default values across modules
Module 2: System Setup and Company Configuration Blueprint - Creating and structuring multiple companies in a single instance
- Setting up chart of accounts with industry-specific templates
- Configuring cost centers and profit centers
- Defining default tax rules and tax accounts
- Setting up banking parameters and payment terms
- Configuring warehouse hierarchies and locations
- Establishing default selling and buying settings
- Setting up pricing rules and discount structures
- Creating UOMs (Units of Measure) and item group taxonomies
- Configuring serial and batch number tracking
- Defining company branding and logo placement
- Setting up default currencies and exchange rate updates
- Configuring automated backups and retention policies
- Establishing naming conventions for all document types
- Setting up custom fields and properties at the company level
- Migrating legacy company data with validation checks
Module 3: Financials Deep Dive – Accounting, Tax, and Reporting - Configuring double-entry accounting principles in ERPNext
- Setting up opening balances for a live migration
- Journal entries: recurring, reversal, and reverse charge configurations
- Automating bank reconciliation with statement imports
- Configuring GST, VAT, and other regional tax frameworks
- Setting up regime-specific tax templates (e.g. Indian GST, EU VAT)
- Managing tax exemptions and reverse charge mechanisms
- Integrating e-invoicing and e-way bill requirements
- Configuring withholding tax and TDS rules
- Automating payment reconciliation for vendors and customers
- Balancing inter-company transactions
- Setting up multi-currency accounting and gain/loss handling
- Generating financial statements: P&L, Balance Sheet, Cash Flow
- Running trial balance and ledger reports with filters
- Scheduling automatic financial report distribution
- Configuring audit trail and compliance logs
- Implementing budget controls and variance alerts
- Creating custom financial reports using report builder
- Using drill-down features from dashboard to transaction
Module 4: Sales and Customer Lifecycle Management - Designing the complete sales process from lead to cash
- Configuring lead and opportunity pipelines
- Setting up quotation templates with dynamic pricing
- Managing customer credit limits and risk exposure
- Automating price list assignments by customer group
- Creating sales orders with advance payment terms
- Configuring POS (Point of Sale) profiles and cashier roles
- Managing delivery notes and shipment tracking
- Setting up automated delivery reminders and delays
- Creating delivery-based billing workflows
- Configuring recurring invoices for subscription models
- Generating sales analytics and team performance dashboards
- Analysing customer lifetime value and retention patterns
- Integrating CRM with marketing automation principles
- Synchronising customer data with email campaigns
- Tracking conversion rates across sales stages
- Using workflow rules to escalate overdue quotations
- Building custom sales performance reports
Module 5: Procurement and Vendor Management Workflow - Mapping the procure-to-pay lifecycle in ERPNext
- Setting up vendor master data with compliance fields
- Categorising vendors by performance, risk, and geography
- Creating material request and procurement workflows
- Generating and comparing multiple RFQs (Request for Quotation)
- Automating purchase order approvals by value thresholds
- Configuring blanket orders for long-term supply contracts
- Managing landed costs and import duty calculations
- Accepting goods with batch tracking and quality inspection
- Configuring inspection criteria for incoming materials
- Automating GRN (Goods Received Note) creation
- Matching invoices against GRNs and purchase orders
- Handling partial and over deliveries
- Creating credit notes for defective or returned items
- Setting up automated vendor performance scorecards
- Analysing vendor lead times and delivery accuracy
- Building procurement cost reduction reports
- Integrating procurement data with financial budgeting
Module 6: Inventory and Warehouse Operations Excellence - Setting up advanced warehouse hierarchies
- Creating sub-warehouses and storage zones
- Managing item variants and attribute combinations
- Configuring make-to-stock vs make-to-order policies
- Setting up reorder levels and safety stock
- Automating material requests based on stock levels
- Managing stock transfers between warehouses
- Configuring internal quality checks during transfer
- Running stock reconciliation with cycle counting
- Managing obsolete and slow-moving inventory
- Configuring scrap and disposition workflows
- Implementing FIFO and LIFO valuation methods
- Running stock ledger and valuation reports
- Generating bin cards and item history logs
- Using barcode support for stock entry and counting
- Setting up serialised asset tracking for high-value items
- Managing consignment inventory from vendors
- Creating warehouse KPI dashboards
Module 7: Production and Manufacturing Process Automation - Setting up Bill of Materials (BOM) with multiple versions
- Configuring BOM explosions and nesting
- Managing alternative materials and routing fallbacks
- Creating work orders with planned start and end dates
- Assigning work orders to specific workstations
- Tracking production progress with status updates
- Recording production output and scrap quantities
- Integrating time logs with employee job cards
- Managing subcontracting workflows and external operations
- Setting up quality inspection gates in production
- Creating rejection and rework processes
- Automating material consumption from warehouse
- Linking finished goods to sales and inventory
- Managing routing operations with operation time standards
- Calculating machine utilisation and downtime
- Analysing production cost vs estimated cost
- Integrating shop floor data via mobile input
- Building real-time shop floor dashboards
Module 8: Project and Task Management Integration - Setting up projects with budgets and timelines
- Creating task hierarchies and dependencies
- Assigning tasks to team members with deadlines
- Tracking time logs and effort allocation
- Linking tasks to expenses and material consumption
- Integrating project timesheets with payroll
- Generating project financials: cost vs revenue
- Using Gantt charts and milestone tracking
- Setting up automated task reminders and escalations
- Configuring project templates for repeat engagements
- Linking projects to sales orders and billing
- Analysing team productivity by project
- Managing change requests and scope adjustments
- Creating client-facing project status reports
- Using Kanban views for agile project tracking
- Linking project issues to the support module
- Allocating overhead costs to projects
- Generating project profitability reports
Module 9: HR and Payroll Configuration Mastery - Setting up employee master data with compliance fields
- Creating employee contracts and role descriptions
- Managing employee onboarding checklists
- Configuring leave types and approval workflows
- Setting up leave allocation rules by role
- Managing leave encashment and carry-forward
- Processing attendance via mobile, RFID, or manual entry
- Setting up shift scheduling and rotation policies
- Configuring shift allowances and overtime rules
- Integrating attendance with payroll processing
- Creating salary structures and earning/deduction components
- Configuring tax slabs and PF/ESI contributions
- Automating payroll processing with approval gates
- Generating payslips with digital signatures
- Setting up gratuity calculations and accruals
- Managing employee loans and recoveries
- Creating HR analytics: attrition, headcount, and performance
- Linking performance appraisals to compensation reviews
Module 10: Automation and Workflow Design - Understanding automation rules and triggering events
- Creating field update automations based on status
- Setting up email alerts for overdue tasks and approvals
- Configuring assignment rules for task distribution
- Building approval workflows by amount and department
- Creating conditional logic based on user roles
- Scheduling automated report delivery to stakeholders
- Setting up data import automation from external sources
- Automating document status changes (e.g. Quotation to Order)
- Building cascading updates across related documents
- Creating automated reminder sequences for collections
- Using custom scripts for complex automation logic
- Testing workflows in sandbox mode
- Monitoring automation performance with logs
- Handling failed automations with recovery paths
- Limiting automation to specific branches or departments
- Designing audit-compliant workflow records
- Integrating automation with external notification tools
Module 11: Customisation and Extension Development - Understanding the Frappe and ERPNext app structure
- Creating custom apps using the bench CLI
- Adding custom fields and sections to doctypes
- Setting up custom print formats with branding
- Building custom report views with SQL queries
- Creating client-side scripts for real-time validation
- Writing server-side Python scripts for business logic
- Using hooks to extend ERPNext functionality
- Creating custom web forms for public submissions
- Adding custom dashboards for role-specific views
- Integrating internationalisation and multilingual support
- Configuring custom permissions and role restrictions
- Building reusable UI components for internal tools
- Version controlling customisations using Git
- Testing custom scripts in development environment
- Migrating customisations to production safely
- Documenting all changes for audit and handover
- Ensuring upgrade compatibility for future versions
Module 12: Integration Architecture and API Strategy - Understanding REST API and web request patterns
- Setting up API keys and secrets for secure access
- Reading and writing data via GET, POST, PUT, DELETE requests
- Configuring API rate limits and access controls
- Integrating with accounting platforms (Xero, QuickBooks)
- Linking to e-commerce platforms (Shopify, WooCommerce)
- Synchronising data with external CRM systems
- Automating data exchange with warehouse management systems
- Building bi-directional sync with payment gateways
- Using middleware tools (Zapier, Make.com) for no-code integration
- Creating custom API endpoints for internal tools
- Handling authentication via OAuth and JWT
- Setting up webhooks for real-time event triggers
- Processing inbound data from IoT sensors and devices
- Mapping data fields between systems accurately
- Monitoring integration health and error logs
- Designing retry mechanisms for failed syncs
- Securing data transmission with SSL and encryption
Module 13: Reporting, Analytics, and Decision Intelligence - Using the built-in Report Builder for custom insights
- Crafting reports with filters, groupings, and summaries
- Creating dashboards with multiple report widgets
- Scheduling report distribution via email
- Exporting reports to PDF, XLSX, and CSV
- Building real-time KPI scorecards
- Analysing sales trends and forecasting accuracy
- Monitoring inventory turnover and obsolescence risk
- Tracking accounts receivable aging and collections
- Analysing vendor performance and cost trends
- Measuring production efficiency and yield
- Calculating employee productivity and cost per task
- Building project margin and burn rate analysis
- Creating cash flow projections from open orders
- Using pivot tables for multidimensional analysis
- Linking reports to automation triggers
- Embedding reports in custom dashboards
- Sharing reports with external stakeholders securely
Module 14: Security, Compliance, and System Governance - Defining data access policies by role and department
- Setting up two-factor authentication for privileged users
- Configuring login attempts and IP address restrictions
- Managing password policies and expiry rules
- Setting up data sharing rules for inter-company access
- Enabling audit trails for critical document changes
- Generating GDPR and privacy compliance reports
- Performing user activity logging and monitoring
- Creating backup verification and restore testing plans
- Setting up disaster recovery protocols
- Managing SSL certificates and domain security
- Conducting system health checks and performance audits
- Implementing data retention and archival policies
- Controlling print and export permissions
- Configuring session timeouts and idle disconnects
- Reviewing third-party app security before installation
- Managing administrator access with separation of duties
- Preparing for external IT audits with documentation packs
Module 15: Scalability, Multi-Company, and Enterprise Deployment - Designing a scalable ERPNext infrastructure
- Setting up multi-company operations with shared services
- Configuring inter-company transactions and settlements
- Managing global tax and compliance across regions
- Scaling database performance with indexing strategies
- Optimising server resources for high-transaction environments
- Setting up load balancing and high-availability clusters
- Managing data sovereignty and local storage requirements
- Planning for peak usage and seasonal spikes
- Implementing modular rollout strategies by department
- Creating regional dashboards for global teams
- Standardising processes across subsidiaries
- Migrating legacy data at enterprise scale
- Running parallel systems during transition phases
- Validating data integrity post-migration
- Training super users across locations
- Building a centre of excellence for ongoing support
- Documenting enterprise-wide SOPs and runbooks
Module 16: Implementation Project Management and Client Delivery - Defining the ERPNext implementation lifecycle
- Conducting business process mapping workshops
- Identifying pain points and automation opportunities
- Creating a detailed project plan with milestones
- Managing stakeholder expectations and communication
- Running pilot implementations with select teams
- Collecting feedback and iterating before full rollout
- Developing training materials and user guides
- Delivering role-specific training sessions
- Creating a post-go-live support structure
- Setting up helpdesk and issue escalation paths
- Measuring user adoption and engagement rates
- Conducting system optimisations post-launch
- Managing change requests through formal processes
- Documenting lessons learned and success metrics
- Delivering handover packs to internal teams
- Using the official Certificate of Completion as a delivery credential
- Positioning yourself as a trusted ERP advisor
- Configuring double-entry accounting principles in ERPNext
- Setting up opening balances for a live migration
- Journal entries: recurring, reversal, and reverse charge configurations
- Automating bank reconciliation with statement imports
- Configuring GST, VAT, and other regional tax frameworks
- Setting up regime-specific tax templates (e.g. Indian GST, EU VAT)
- Managing tax exemptions and reverse charge mechanisms
- Integrating e-invoicing and e-way bill requirements
- Configuring withholding tax and TDS rules
- Automating payment reconciliation for vendors and customers
- Balancing inter-company transactions
- Setting up multi-currency accounting and gain/loss handling
- Generating financial statements: P&L, Balance Sheet, Cash Flow
- Running trial balance and ledger reports with filters
- Scheduling automatic financial report distribution
- Configuring audit trail and compliance logs
- Implementing budget controls and variance alerts
- Creating custom financial reports using report builder
- Using drill-down features from dashboard to transaction
Module 4: Sales and Customer Lifecycle Management - Designing the complete sales process from lead to cash
- Configuring lead and opportunity pipelines
- Setting up quotation templates with dynamic pricing
- Managing customer credit limits and risk exposure
- Automating price list assignments by customer group
- Creating sales orders with advance payment terms
- Configuring POS (Point of Sale) profiles and cashier roles
- Managing delivery notes and shipment tracking
- Setting up automated delivery reminders and delays
- Creating delivery-based billing workflows
- Configuring recurring invoices for subscription models
- Generating sales analytics and team performance dashboards
- Analysing customer lifetime value and retention patterns
- Integrating CRM with marketing automation principles
- Synchronising customer data with email campaigns
- Tracking conversion rates across sales stages
- Using workflow rules to escalate overdue quotations
- Building custom sales performance reports
Module 5: Procurement and Vendor Management Workflow - Mapping the procure-to-pay lifecycle in ERPNext
- Setting up vendor master data with compliance fields
- Categorising vendors by performance, risk, and geography
- Creating material request and procurement workflows
- Generating and comparing multiple RFQs (Request for Quotation)
- Automating purchase order approvals by value thresholds
- Configuring blanket orders for long-term supply contracts
- Managing landed costs and import duty calculations
- Accepting goods with batch tracking and quality inspection
- Configuring inspection criteria for incoming materials
- Automating GRN (Goods Received Note) creation
- Matching invoices against GRNs and purchase orders
- Handling partial and over deliveries
- Creating credit notes for defective or returned items
- Setting up automated vendor performance scorecards
- Analysing vendor lead times and delivery accuracy
- Building procurement cost reduction reports
- Integrating procurement data with financial budgeting
Module 6: Inventory and Warehouse Operations Excellence - Setting up advanced warehouse hierarchies
- Creating sub-warehouses and storage zones
- Managing item variants and attribute combinations
- Configuring make-to-stock vs make-to-order policies
- Setting up reorder levels and safety stock
- Automating material requests based on stock levels
- Managing stock transfers between warehouses
- Configuring internal quality checks during transfer
- Running stock reconciliation with cycle counting
- Managing obsolete and slow-moving inventory
- Configuring scrap and disposition workflows
- Implementing FIFO and LIFO valuation methods
- Running stock ledger and valuation reports
- Generating bin cards and item history logs
- Using barcode support for stock entry and counting
- Setting up serialised asset tracking for high-value items
- Managing consignment inventory from vendors
- Creating warehouse KPI dashboards
Module 7: Production and Manufacturing Process Automation - Setting up Bill of Materials (BOM) with multiple versions
- Configuring BOM explosions and nesting
- Managing alternative materials and routing fallbacks
- Creating work orders with planned start and end dates
- Assigning work orders to specific workstations
- Tracking production progress with status updates
- Recording production output and scrap quantities
- Integrating time logs with employee job cards
- Managing subcontracting workflows and external operations
- Setting up quality inspection gates in production
- Creating rejection and rework processes
- Automating material consumption from warehouse
- Linking finished goods to sales and inventory
- Managing routing operations with operation time standards
- Calculating machine utilisation and downtime
- Analysing production cost vs estimated cost
- Integrating shop floor data via mobile input
- Building real-time shop floor dashboards
Module 8: Project and Task Management Integration - Setting up projects with budgets and timelines
- Creating task hierarchies and dependencies
- Assigning tasks to team members with deadlines
- Tracking time logs and effort allocation
- Linking tasks to expenses and material consumption
- Integrating project timesheets with payroll
- Generating project financials: cost vs revenue
- Using Gantt charts and milestone tracking
- Setting up automated task reminders and escalations
- Configuring project templates for repeat engagements
- Linking projects to sales orders and billing
- Analysing team productivity by project
- Managing change requests and scope adjustments
- Creating client-facing project status reports
- Using Kanban views for agile project tracking
- Linking project issues to the support module
- Allocating overhead costs to projects
- Generating project profitability reports
Module 9: HR and Payroll Configuration Mastery - Setting up employee master data with compliance fields
- Creating employee contracts and role descriptions
- Managing employee onboarding checklists
- Configuring leave types and approval workflows
- Setting up leave allocation rules by role
- Managing leave encashment and carry-forward
- Processing attendance via mobile, RFID, or manual entry
- Setting up shift scheduling and rotation policies
- Configuring shift allowances and overtime rules
- Integrating attendance with payroll processing
- Creating salary structures and earning/deduction components
- Configuring tax slabs and PF/ESI contributions
- Automating payroll processing with approval gates
- Generating payslips with digital signatures
- Setting up gratuity calculations and accruals
- Managing employee loans and recoveries
- Creating HR analytics: attrition, headcount, and performance
- Linking performance appraisals to compensation reviews
Module 10: Automation and Workflow Design - Understanding automation rules and triggering events
- Creating field update automations based on status
- Setting up email alerts for overdue tasks and approvals
- Configuring assignment rules for task distribution
- Building approval workflows by amount and department
- Creating conditional logic based on user roles
- Scheduling automated report delivery to stakeholders
- Setting up data import automation from external sources
- Automating document status changes (e.g. Quotation to Order)
- Building cascading updates across related documents
- Creating automated reminder sequences for collections
- Using custom scripts for complex automation logic
- Testing workflows in sandbox mode
- Monitoring automation performance with logs
- Handling failed automations with recovery paths
- Limiting automation to specific branches or departments
- Designing audit-compliant workflow records
- Integrating automation with external notification tools
Module 11: Customisation and Extension Development - Understanding the Frappe and ERPNext app structure
- Creating custom apps using the bench CLI
- Adding custom fields and sections to doctypes
- Setting up custom print formats with branding
- Building custom report views with SQL queries
- Creating client-side scripts for real-time validation
- Writing server-side Python scripts for business logic
- Using hooks to extend ERPNext functionality
- Creating custom web forms for public submissions
- Adding custom dashboards for role-specific views
- Integrating internationalisation and multilingual support
- Configuring custom permissions and role restrictions
- Building reusable UI components for internal tools
- Version controlling customisations using Git
- Testing custom scripts in development environment
- Migrating customisations to production safely
- Documenting all changes for audit and handover
- Ensuring upgrade compatibility for future versions
Module 12: Integration Architecture and API Strategy - Understanding REST API and web request patterns
- Setting up API keys and secrets for secure access
- Reading and writing data via GET, POST, PUT, DELETE requests
- Configuring API rate limits and access controls
- Integrating with accounting platforms (Xero, QuickBooks)
- Linking to e-commerce platforms (Shopify, WooCommerce)
- Synchronising data with external CRM systems
- Automating data exchange with warehouse management systems
- Building bi-directional sync with payment gateways
- Using middleware tools (Zapier, Make.com) for no-code integration
- Creating custom API endpoints for internal tools
- Handling authentication via OAuth and JWT
- Setting up webhooks for real-time event triggers
- Processing inbound data from IoT sensors and devices
- Mapping data fields between systems accurately
- Monitoring integration health and error logs
- Designing retry mechanisms for failed syncs
- Securing data transmission with SSL and encryption
Module 13: Reporting, Analytics, and Decision Intelligence - Using the built-in Report Builder for custom insights
- Crafting reports with filters, groupings, and summaries
- Creating dashboards with multiple report widgets
- Scheduling report distribution via email
- Exporting reports to PDF, XLSX, and CSV
- Building real-time KPI scorecards
- Analysing sales trends and forecasting accuracy
- Monitoring inventory turnover and obsolescence risk
- Tracking accounts receivable aging and collections
- Analysing vendor performance and cost trends
- Measuring production efficiency and yield
- Calculating employee productivity and cost per task
- Building project margin and burn rate analysis
- Creating cash flow projections from open orders
- Using pivot tables for multidimensional analysis
- Linking reports to automation triggers
- Embedding reports in custom dashboards
- Sharing reports with external stakeholders securely
Module 14: Security, Compliance, and System Governance - Defining data access policies by role and department
- Setting up two-factor authentication for privileged users
- Configuring login attempts and IP address restrictions
- Managing password policies and expiry rules
- Setting up data sharing rules for inter-company access
- Enabling audit trails for critical document changes
- Generating GDPR and privacy compliance reports
- Performing user activity logging and monitoring
- Creating backup verification and restore testing plans
- Setting up disaster recovery protocols
- Managing SSL certificates and domain security
- Conducting system health checks and performance audits
- Implementing data retention and archival policies
- Controlling print and export permissions
- Configuring session timeouts and idle disconnects
- Reviewing third-party app security before installation
- Managing administrator access with separation of duties
- Preparing for external IT audits with documentation packs
Module 15: Scalability, Multi-Company, and Enterprise Deployment - Designing a scalable ERPNext infrastructure
- Setting up multi-company operations with shared services
- Configuring inter-company transactions and settlements
- Managing global tax and compliance across regions
- Scaling database performance with indexing strategies
- Optimising server resources for high-transaction environments
- Setting up load balancing and high-availability clusters
- Managing data sovereignty and local storage requirements
- Planning for peak usage and seasonal spikes
- Implementing modular rollout strategies by department
- Creating regional dashboards for global teams
- Standardising processes across subsidiaries
- Migrating legacy data at enterprise scale
- Running parallel systems during transition phases
- Validating data integrity post-migration
- Training super users across locations
- Building a centre of excellence for ongoing support
- Documenting enterprise-wide SOPs and runbooks
Module 16: Implementation Project Management and Client Delivery - Defining the ERPNext implementation lifecycle
- Conducting business process mapping workshops
- Identifying pain points and automation opportunities
- Creating a detailed project plan with milestones
- Managing stakeholder expectations and communication
- Running pilot implementations with select teams
- Collecting feedback and iterating before full rollout
- Developing training materials and user guides
- Delivering role-specific training sessions
- Creating a post-go-live support structure
- Setting up helpdesk and issue escalation paths
- Measuring user adoption and engagement rates
- Conducting system optimisations post-launch
- Managing change requests through formal processes
- Documenting lessons learned and success metrics
- Delivering handover packs to internal teams
- Using the official Certificate of Completion as a delivery credential
- Positioning yourself as a trusted ERP advisor
- Mapping the procure-to-pay lifecycle in ERPNext
- Setting up vendor master data with compliance fields
- Categorising vendors by performance, risk, and geography
- Creating material request and procurement workflows
- Generating and comparing multiple RFQs (Request for Quotation)
- Automating purchase order approvals by value thresholds
- Configuring blanket orders for long-term supply contracts
- Managing landed costs and import duty calculations
- Accepting goods with batch tracking and quality inspection
- Configuring inspection criteria for incoming materials
- Automating GRN (Goods Received Note) creation
- Matching invoices against GRNs and purchase orders
- Handling partial and over deliveries
- Creating credit notes for defective or returned items
- Setting up automated vendor performance scorecards
- Analysing vendor lead times and delivery accuracy
- Building procurement cost reduction reports
- Integrating procurement data with financial budgeting
Module 6: Inventory and Warehouse Operations Excellence - Setting up advanced warehouse hierarchies
- Creating sub-warehouses and storage zones
- Managing item variants and attribute combinations
- Configuring make-to-stock vs make-to-order policies
- Setting up reorder levels and safety stock
- Automating material requests based on stock levels
- Managing stock transfers between warehouses
- Configuring internal quality checks during transfer
- Running stock reconciliation with cycle counting
- Managing obsolete and slow-moving inventory
- Configuring scrap and disposition workflows
- Implementing FIFO and LIFO valuation methods
- Running stock ledger and valuation reports
- Generating bin cards and item history logs
- Using barcode support for stock entry and counting
- Setting up serialised asset tracking for high-value items
- Managing consignment inventory from vendors
- Creating warehouse KPI dashboards
Module 7: Production and Manufacturing Process Automation - Setting up Bill of Materials (BOM) with multiple versions
- Configuring BOM explosions and nesting
- Managing alternative materials and routing fallbacks
- Creating work orders with planned start and end dates
- Assigning work orders to specific workstations
- Tracking production progress with status updates
- Recording production output and scrap quantities
- Integrating time logs with employee job cards
- Managing subcontracting workflows and external operations
- Setting up quality inspection gates in production
- Creating rejection and rework processes
- Automating material consumption from warehouse
- Linking finished goods to sales and inventory
- Managing routing operations with operation time standards
- Calculating machine utilisation and downtime
- Analysing production cost vs estimated cost
- Integrating shop floor data via mobile input
- Building real-time shop floor dashboards
Module 8: Project and Task Management Integration - Setting up projects with budgets and timelines
- Creating task hierarchies and dependencies
- Assigning tasks to team members with deadlines
- Tracking time logs and effort allocation
- Linking tasks to expenses and material consumption
- Integrating project timesheets with payroll
- Generating project financials: cost vs revenue
- Using Gantt charts and milestone tracking
- Setting up automated task reminders and escalations
- Configuring project templates for repeat engagements
- Linking projects to sales orders and billing
- Analysing team productivity by project
- Managing change requests and scope adjustments
- Creating client-facing project status reports
- Using Kanban views for agile project tracking
- Linking project issues to the support module
- Allocating overhead costs to projects
- Generating project profitability reports
Module 9: HR and Payroll Configuration Mastery - Setting up employee master data with compliance fields
- Creating employee contracts and role descriptions
- Managing employee onboarding checklists
- Configuring leave types and approval workflows
- Setting up leave allocation rules by role
- Managing leave encashment and carry-forward
- Processing attendance via mobile, RFID, or manual entry
- Setting up shift scheduling and rotation policies
- Configuring shift allowances and overtime rules
- Integrating attendance with payroll processing
- Creating salary structures and earning/deduction components
- Configuring tax slabs and PF/ESI contributions
- Automating payroll processing with approval gates
- Generating payslips with digital signatures
- Setting up gratuity calculations and accruals
- Managing employee loans and recoveries
- Creating HR analytics: attrition, headcount, and performance
- Linking performance appraisals to compensation reviews
Module 10: Automation and Workflow Design - Understanding automation rules and triggering events
- Creating field update automations based on status
- Setting up email alerts for overdue tasks and approvals
- Configuring assignment rules for task distribution
- Building approval workflows by amount and department
- Creating conditional logic based on user roles
- Scheduling automated report delivery to stakeholders
- Setting up data import automation from external sources
- Automating document status changes (e.g. Quotation to Order)
- Building cascading updates across related documents
- Creating automated reminder sequences for collections
- Using custom scripts for complex automation logic
- Testing workflows in sandbox mode
- Monitoring automation performance with logs
- Handling failed automations with recovery paths
- Limiting automation to specific branches or departments
- Designing audit-compliant workflow records
- Integrating automation with external notification tools
Module 11: Customisation and Extension Development - Understanding the Frappe and ERPNext app structure
- Creating custom apps using the bench CLI
- Adding custom fields and sections to doctypes
- Setting up custom print formats with branding
- Building custom report views with SQL queries
- Creating client-side scripts for real-time validation
- Writing server-side Python scripts for business logic
- Using hooks to extend ERPNext functionality
- Creating custom web forms for public submissions
- Adding custom dashboards for role-specific views
- Integrating internationalisation and multilingual support
- Configuring custom permissions and role restrictions
- Building reusable UI components for internal tools
- Version controlling customisations using Git
- Testing custom scripts in development environment
- Migrating customisations to production safely
- Documenting all changes for audit and handover
- Ensuring upgrade compatibility for future versions
Module 12: Integration Architecture and API Strategy - Understanding REST API and web request patterns
- Setting up API keys and secrets for secure access
- Reading and writing data via GET, POST, PUT, DELETE requests
- Configuring API rate limits and access controls
- Integrating with accounting platforms (Xero, QuickBooks)
- Linking to e-commerce platforms (Shopify, WooCommerce)
- Synchronising data with external CRM systems
- Automating data exchange with warehouse management systems
- Building bi-directional sync with payment gateways
- Using middleware tools (Zapier, Make.com) for no-code integration
- Creating custom API endpoints for internal tools
- Handling authentication via OAuth and JWT
- Setting up webhooks for real-time event triggers
- Processing inbound data from IoT sensors and devices
- Mapping data fields between systems accurately
- Monitoring integration health and error logs
- Designing retry mechanisms for failed syncs
- Securing data transmission with SSL and encryption
Module 13: Reporting, Analytics, and Decision Intelligence - Using the built-in Report Builder for custom insights
- Crafting reports with filters, groupings, and summaries
- Creating dashboards with multiple report widgets
- Scheduling report distribution via email
- Exporting reports to PDF, XLSX, and CSV
- Building real-time KPI scorecards
- Analysing sales trends and forecasting accuracy
- Monitoring inventory turnover and obsolescence risk
- Tracking accounts receivable aging and collections
- Analysing vendor performance and cost trends
- Measuring production efficiency and yield
- Calculating employee productivity and cost per task
- Building project margin and burn rate analysis
- Creating cash flow projections from open orders
- Using pivot tables for multidimensional analysis
- Linking reports to automation triggers
- Embedding reports in custom dashboards
- Sharing reports with external stakeholders securely
Module 14: Security, Compliance, and System Governance - Defining data access policies by role and department
- Setting up two-factor authentication for privileged users
- Configuring login attempts and IP address restrictions
- Managing password policies and expiry rules
- Setting up data sharing rules for inter-company access
- Enabling audit trails for critical document changes
- Generating GDPR and privacy compliance reports
- Performing user activity logging and monitoring
- Creating backup verification and restore testing plans
- Setting up disaster recovery protocols
- Managing SSL certificates and domain security
- Conducting system health checks and performance audits
- Implementing data retention and archival policies
- Controlling print and export permissions
- Configuring session timeouts and idle disconnects
- Reviewing third-party app security before installation
- Managing administrator access with separation of duties
- Preparing for external IT audits with documentation packs
Module 15: Scalability, Multi-Company, and Enterprise Deployment - Designing a scalable ERPNext infrastructure
- Setting up multi-company operations with shared services
- Configuring inter-company transactions and settlements
- Managing global tax and compliance across regions
- Scaling database performance with indexing strategies
- Optimising server resources for high-transaction environments
- Setting up load balancing and high-availability clusters
- Managing data sovereignty and local storage requirements
- Planning for peak usage and seasonal spikes
- Implementing modular rollout strategies by department
- Creating regional dashboards for global teams
- Standardising processes across subsidiaries
- Migrating legacy data at enterprise scale
- Running parallel systems during transition phases
- Validating data integrity post-migration
- Training super users across locations
- Building a centre of excellence for ongoing support
- Documenting enterprise-wide SOPs and runbooks
Module 16: Implementation Project Management and Client Delivery - Defining the ERPNext implementation lifecycle
- Conducting business process mapping workshops
- Identifying pain points and automation opportunities
- Creating a detailed project plan with milestones
- Managing stakeholder expectations and communication
- Running pilot implementations with select teams
- Collecting feedback and iterating before full rollout
- Developing training materials and user guides
- Delivering role-specific training sessions
- Creating a post-go-live support structure
- Setting up helpdesk and issue escalation paths
- Measuring user adoption and engagement rates
- Conducting system optimisations post-launch
- Managing change requests through formal processes
- Documenting lessons learned and success metrics
- Delivering handover packs to internal teams
- Using the official Certificate of Completion as a delivery credential
- Positioning yourself as a trusted ERP advisor
- Setting up Bill of Materials (BOM) with multiple versions
- Configuring BOM explosions and nesting
- Managing alternative materials and routing fallbacks
- Creating work orders with planned start and end dates
- Assigning work orders to specific workstations
- Tracking production progress with status updates
- Recording production output and scrap quantities
- Integrating time logs with employee job cards
- Managing subcontracting workflows and external operations
- Setting up quality inspection gates in production
- Creating rejection and rework processes
- Automating material consumption from warehouse
- Linking finished goods to sales and inventory
- Managing routing operations with operation time standards
- Calculating machine utilisation and downtime
- Analysing production cost vs estimated cost
- Integrating shop floor data via mobile input
- Building real-time shop floor dashboards
Module 8: Project and Task Management Integration - Setting up projects with budgets and timelines
- Creating task hierarchies and dependencies
- Assigning tasks to team members with deadlines
- Tracking time logs and effort allocation
- Linking tasks to expenses and material consumption
- Integrating project timesheets with payroll
- Generating project financials: cost vs revenue
- Using Gantt charts and milestone tracking
- Setting up automated task reminders and escalations
- Configuring project templates for repeat engagements
- Linking projects to sales orders and billing
- Analysing team productivity by project
- Managing change requests and scope adjustments
- Creating client-facing project status reports
- Using Kanban views for agile project tracking
- Linking project issues to the support module
- Allocating overhead costs to projects
- Generating project profitability reports
Module 9: HR and Payroll Configuration Mastery - Setting up employee master data with compliance fields
- Creating employee contracts and role descriptions
- Managing employee onboarding checklists
- Configuring leave types and approval workflows
- Setting up leave allocation rules by role
- Managing leave encashment and carry-forward
- Processing attendance via mobile, RFID, or manual entry
- Setting up shift scheduling and rotation policies
- Configuring shift allowances and overtime rules
- Integrating attendance with payroll processing
- Creating salary structures and earning/deduction components
- Configuring tax slabs and PF/ESI contributions
- Automating payroll processing with approval gates
- Generating payslips with digital signatures
- Setting up gratuity calculations and accruals
- Managing employee loans and recoveries
- Creating HR analytics: attrition, headcount, and performance
- Linking performance appraisals to compensation reviews
Module 10: Automation and Workflow Design - Understanding automation rules and triggering events
- Creating field update automations based on status
- Setting up email alerts for overdue tasks and approvals
- Configuring assignment rules for task distribution
- Building approval workflows by amount and department
- Creating conditional logic based on user roles
- Scheduling automated report delivery to stakeholders
- Setting up data import automation from external sources
- Automating document status changes (e.g. Quotation to Order)
- Building cascading updates across related documents
- Creating automated reminder sequences for collections
- Using custom scripts for complex automation logic
- Testing workflows in sandbox mode
- Monitoring automation performance with logs
- Handling failed automations with recovery paths
- Limiting automation to specific branches or departments
- Designing audit-compliant workflow records
- Integrating automation with external notification tools
Module 11: Customisation and Extension Development - Understanding the Frappe and ERPNext app structure
- Creating custom apps using the bench CLI
- Adding custom fields and sections to doctypes
- Setting up custom print formats with branding
- Building custom report views with SQL queries
- Creating client-side scripts for real-time validation
- Writing server-side Python scripts for business logic
- Using hooks to extend ERPNext functionality
- Creating custom web forms for public submissions
- Adding custom dashboards for role-specific views
- Integrating internationalisation and multilingual support
- Configuring custom permissions and role restrictions
- Building reusable UI components for internal tools
- Version controlling customisations using Git
- Testing custom scripts in development environment
- Migrating customisations to production safely
- Documenting all changes for audit and handover
- Ensuring upgrade compatibility for future versions
Module 12: Integration Architecture and API Strategy - Understanding REST API and web request patterns
- Setting up API keys and secrets for secure access
- Reading and writing data via GET, POST, PUT, DELETE requests
- Configuring API rate limits and access controls
- Integrating with accounting platforms (Xero, QuickBooks)
- Linking to e-commerce platforms (Shopify, WooCommerce)
- Synchronising data with external CRM systems
- Automating data exchange with warehouse management systems
- Building bi-directional sync with payment gateways
- Using middleware tools (Zapier, Make.com) for no-code integration
- Creating custom API endpoints for internal tools
- Handling authentication via OAuth and JWT
- Setting up webhooks for real-time event triggers
- Processing inbound data from IoT sensors and devices
- Mapping data fields between systems accurately
- Monitoring integration health and error logs
- Designing retry mechanisms for failed syncs
- Securing data transmission with SSL and encryption
Module 13: Reporting, Analytics, and Decision Intelligence - Using the built-in Report Builder for custom insights
- Crafting reports with filters, groupings, and summaries
- Creating dashboards with multiple report widgets
- Scheduling report distribution via email
- Exporting reports to PDF, XLSX, and CSV
- Building real-time KPI scorecards
- Analysing sales trends and forecasting accuracy
- Monitoring inventory turnover and obsolescence risk
- Tracking accounts receivable aging and collections
- Analysing vendor performance and cost trends
- Measuring production efficiency and yield
- Calculating employee productivity and cost per task
- Building project margin and burn rate analysis
- Creating cash flow projections from open orders
- Using pivot tables for multidimensional analysis
- Linking reports to automation triggers
- Embedding reports in custom dashboards
- Sharing reports with external stakeholders securely
Module 14: Security, Compliance, and System Governance - Defining data access policies by role and department
- Setting up two-factor authentication for privileged users
- Configuring login attempts and IP address restrictions
- Managing password policies and expiry rules
- Setting up data sharing rules for inter-company access
- Enabling audit trails for critical document changes
- Generating GDPR and privacy compliance reports
- Performing user activity logging and monitoring
- Creating backup verification and restore testing plans
- Setting up disaster recovery protocols
- Managing SSL certificates and domain security
- Conducting system health checks and performance audits
- Implementing data retention and archival policies
- Controlling print and export permissions
- Configuring session timeouts and idle disconnects
- Reviewing third-party app security before installation
- Managing administrator access with separation of duties
- Preparing for external IT audits with documentation packs
Module 15: Scalability, Multi-Company, and Enterprise Deployment - Designing a scalable ERPNext infrastructure
- Setting up multi-company operations with shared services
- Configuring inter-company transactions and settlements
- Managing global tax and compliance across regions
- Scaling database performance with indexing strategies
- Optimising server resources for high-transaction environments
- Setting up load balancing and high-availability clusters
- Managing data sovereignty and local storage requirements
- Planning for peak usage and seasonal spikes
- Implementing modular rollout strategies by department
- Creating regional dashboards for global teams
- Standardising processes across subsidiaries
- Migrating legacy data at enterprise scale
- Running parallel systems during transition phases
- Validating data integrity post-migration
- Training super users across locations
- Building a centre of excellence for ongoing support
- Documenting enterprise-wide SOPs and runbooks
Module 16: Implementation Project Management and Client Delivery - Defining the ERPNext implementation lifecycle
- Conducting business process mapping workshops
- Identifying pain points and automation opportunities
- Creating a detailed project plan with milestones
- Managing stakeholder expectations and communication
- Running pilot implementations with select teams
- Collecting feedback and iterating before full rollout
- Developing training materials and user guides
- Delivering role-specific training sessions
- Creating a post-go-live support structure
- Setting up helpdesk and issue escalation paths
- Measuring user adoption and engagement rates
- Conducting system optimisations post-launch
- Managing change requests through formal processes
- Documenting lessons learned and success metrics
- Delivering handover packs to internal teams
- Using the official Certificate of Completion as a delivery credential
- Positioning yourself as a trusted ERP advisor
- Setting up employee master data with compliance fields
- Creating employee contracts and role descriptions
- Managing employee onboarding checklists
- Configuring leave types and approval workflows
- Setting up leave allocation rules by role
- Managing leave encashment and carry-forward
- Processing attendance via mobile, RFID, or manual entry
- Setting up shift scheduling and rotation policies
- Configuring shift allowances and overtime rules
- Integrating attendance with payroll processing
- Creating salary structures and earning/deduction components
- Configuring tax slabs and PF/ESI contributions
- Automating payroll processing with approval gates
- Generating payslips with digital signatures
- Setting up gratuity calculations and accruals
- Managing employee loans and recoveries
- Creating HR analytics: attrition, headcount, and performance
- Linking performance appraisals to compensation reviews
Module 10: Automation and Workflow Design - Understanding automation rules and triggering events
- Creating field update automations based on status
- Setting up email alerts for overdue tasks and approvals
- Configuring assignment rules for task distribution
- Building approval workflows by amount and department
- Creating conditional logic based on user roles
- Scheduling automated report delivery to stakeholders
- Setting up data import automation from external sources
- Automating document status changes (e.g. Quotation to Order)
- Building cascading updates across related documents
- Creating automated reminder sequences for collections
- Using custom scripts for complex automation logic
- Testing workflows in sandbox mode
- Monitoring automation performance with logs
- Handling failed automations with recovery paths
- Limiting automation to specific branches or departments
- Designing audit-compliant workflow records
- Integrating automation with external notification tools
Module 11: Customisation and Extension Development - Understanding the Frappe and ERPNext app structure
- Creating custom apps using the bench CLI
- Adding custom fields and sections to doctypes
- Setting up custom print formats with branding
- Building custom report views with SQL queries
- Creating client-side scripts for real-time validation
- Writing server-side Python scripts for business logic
- Using hooks to extend ERPNext functionality
- Creating custom web forms for public submissions
- Adding custom dashboards for role-specific views
- Integrating internationalisation and multilingual support
- Configuring custom permissions and role restrictions
- Building reusable UI components for internal tools
- Version controlling customisations using Git
- Testing custom scripts in development environment
- Migrating customisations to production safely
- Documenting all changes for audit and handover
- Ensuring upgrade compatibility for future versions
Module 12: Integration Architecture and API Strategy - Understanding REST API and web request patterns
- Setting up API keys and secrets for secure access
- Reading and writing data via GET, POST, PUT, DELETE requests
- Configuring API rate limits and access controls
- Integrating with accounting platforms (Xero, QuickBooks)
- Linking to e-commerce platforms (Shopify, WooCommerce)
- Synchronising data with external CRM systems
- Automating data exchange with warehouse management systems
- Building bi-directional sync with payment gateways
- Using middleware tools (Zapier, Make.com) for no-code integration
- Creating custom API endpoints for internal tools
- Handling authentication via OAuth and JWT
- Setting up webhooks for real-time event triggers
- Processing inbound data from IoT sensors and devices
- Mapping data fields between systems accurately
- Monitoring integration health and error logs
- Designing retry mechanisms for failed syncs
- Securing data transmission with SSL and encryption
Module 13: Reporting, Analytics, and Decision Intelligence - Using the built-in Report Builder for custom insights
- Crafting reports with filters, groupings, and summaries
- Creating dashboards with multiple report widgets
- Scheduling report distribution via email
- Exporting reports to PDF, XLSX, and CSV
- Building real-time KPI scorecards
- Analysing sales trends and forecasting accuracy
- Monitoring inventory turnover and obsolescence risk
- Tracking accounts receivable aging and collections
- Analysing vendor performance and cost trends
- Measuring production efficiency and yield
- Calculating employee productivity and cost per task
- Building project margin and burn rate analysis
- Creating cash flow projections from open orders
- Using pivot tables for multidimensional analysis
- Linking reports to automation triggers
- Embedding reports in custom dashboards
- Sharing reports with external stakeholders securely
Module 14: Security, Compliance, and System Governance - Defining data access policies by role and department
- Setting up two-factor authentication for privileged users
- Configuring login attempts and IP address restrictions
- Managing password policies and expiry rules
- Setting up data sharing rules for inter-company access
- Enabling audit trails for critical document changes
- Generating GDPR and privacy compliance reports
- Performing user activity logging and monitoring
- Creating backup verification and restore testing plans
- Setting up disaster recovery protocols
- Managing SSL certificates and domain security
- Conducting system health checks and performance audits
- Implementing data retention and archival policies
- Controlling print and export permissions
- Configuring session timeouts and idle disconnects
- Reviewing third-party app security before installation
- Managing administrator access with separation of duties
- Preparing for external IT audits with documentation packs
Module 15: Scalability, Multi-Company, and Enterprise Deployment - Designing a scalable ERPNext infrastructure
- Setting up multi-company operations with shared services
- Configuring inter-company transactions and settlements
- Managing global tax and compliance across regions
- Scaling database performance with indexing strategies
- Optimising server resources for high-transaction environments
- Setting up load balancing and high-availability clusters
- Managing data sovereignty and local storage requirements
- Planning for peak usage and seasonal spikes
- Implementing modular rollout strategies by department
- Creating regional dashboards for global teams
- Standardising processes across subsidiaries
- Migrating legacy data at enterprise scale
- Running parallel systems during transition phases
- Validating data integrity post-migration
- Training super users across locations
- Building a centre of excellence for ongoing support
- Documenting enterprise-wide SOPs and runbooks
Module 16: Implementation Project Management and Client Delivery - Defining the ERPNext implementation lifecycle
- Conducting business process mapping workshops
- Identifying pain points and automation opportunities
- Creating a detailed project plan with milestones
- Managing stakeholder expectations and communication
- Running pilot implementations with select teams
- Collecting feedback and iterating before full rollout
- Developing training materials and user guides
- Delivering role-specific training sessions
- Creating a post-go-live support structure
- Setting up helpdesk and issue escalation paths
- Measuring user adoption and engagement rates
- Conducting system optimisations post-launch
- Managing change requests through formal processes
- Documenting lessons learned and success metrics
- Delivering handover packs to internal teams
- Using the official Certificate of Completion as a delivery credential
- Positioning yourself as a trusted ERP advisor
- Understanding the Frappe and ERPNext app structure
- Creating custom apps using the bench CLI
- Adding custom fields and sections to doctypes
- Setting up custom print formats with branding
- Building custom report views with SQL queries
- Creating client-side scripts for real-time validation
- Writing server-side Python scripts for business logic
- Using hooks to extend ERPNext functionality
- Creating custom web forms for public submissions
- Adding custom dashboards for role-specific views
- Integrating internationalisation and multilingual support
- Configuring custom permissions and role restrictions
- Building reusable UI components for internal tools
- Version controlling customisations using Git
- Testing custom scripts in development environment
- Migrating customisations to production safely
- Documenting all changes for audit and handover
- Ensuring upgrade compatibility for future versions
Module 12: Integration Architecture and API Strategy - Understanding REST API and web request patterns
- Setting up API keys and secrets for secure access
- Reading and writing data via GET, POST, PUT, DELETE requests
- Configuring API rate limits and access controls
- Integrating with accounting platforms (Xero, QuickBooks)
- Linking to e-commerce platforms (Shopify, WooCommerce)
- Synchronising data with external CRM systems
- Automating data exchange with warehouse management systems
- Building bi-directional sync with payment gateways
- Using middleware tools (Zapier, Make.com) for no-code integration
- Creating custom API endpoints for internal tools
- Handling authentication via OAuth and JWT
- Setting up webhooks for real-time event triggers
- Processing inbound data from IoT sensors and devices
- Mapping data fields between systems accurately
- Monitoring integration health and error logs
- Designing retry mechanisms for failed syncs
- Securing data transmission with SSL and encryption
Module 13: Reporting, Analytics, and Decision Intelligence - Using the built-in Report Builder for custom insights
- Crafting reports with filters, groupings, and summaries
- Creating dashboards with multiple report widgets
- Scheduling report distribution via email
- Exporting reports to PDF, XLSX, and CSV
- Building real-time KPI scorecards
- Analysing sales trends and forecasting accuracy
- Monitoring inventory turnover and obsolescence risk
- Tracking accounts receivable aging and collections
- Analysing vendor performance and cost trends
- Measuring production efficiency and yield
- Calculating employee productivity and cost per task
- Building project margin and burn rate analysis
- Creating cash flow projections from open orders
- Using pivot tables for multidimensional analysis
- Linking reports to automation triggers
- Embedding reports in custom dashboards
- Sharing reports with external stakeholders securely
Module 14: Security, Compliance, and System Governance - Defining data access policies by role and department
- Setting up two-factor authentication for privileged users
- Configuring login attempts and IP address restrictions
- Managing password policies and expiry rules
- Setting up data sharing rules for inter-company access
- Enabling audit trails for critical document changes
- Generating GDPR and privacy compliance reports
- Performing user activity logging and monitoring
- Creating backup verification and restore testing plans
- Setting up disaster recovery protocols
- Managing SSL certificates and domain security
- Conducting system health checks and performance audits
- Implementing data retention and archival policies
- Controlling print and export permissions
- Configuring session timeouts and idle disconnects
- Reviewing third-party app security before installation
- Managing administrator access with separation of duties
- Preparing for external IT audits with documentation packs
Module 15: Scalability, Multi-Company, and Enterprise Deployment - Designing a scalable ERPNext infrastructure
- Setting up multi-company operations with shared services
- Configuring inter-company transactions and settlements
- Managing global tax and compliance across regions
- Scaling database performance with indexing strategies
- Optimising server resources for high-transaction environments
- Setting up load balancing and high-availability clusters
- Managing data sovereignty and local storage requirements
- Planning for peak usage and seasonal spikes
- Implementing modular rollout strategies by department
- Creating regional dashboards for global teams
- Standardising processes across subsidiaries
- Migrating legacy data at enterprise scale
- Running parallel systems during transition phases
- Validating data integrity post-migration
- Training super users across locations
- Building a centre of excellence for ongoing support
- Documenting enterprise-wide SOPs and runbooks
Module 16: Implementation Project Management and Client Delivery - Defining the ERPNext implementation lifecycle
- Conducting business process mapping workshops
- Identifying pain points and automation opportunities
- Creating a detailed project plan with milestones
- Managing stakeholder expectations and communication
- Running pilot implementations with select teams
- Collecting feedback and iterating before full rollout
- Developing training materials and user guides
- Delivering role-specific training sessions
- Creating a post-go-live support structure
- Setting up helpdesk and issue escalation paths
- Measuring user adoption and engagement rates
- Conducting system optimisations post-launch
- Managing change requests through formal processes
- Documenting lessons learned and success metrics
- Delivering handover packs to internal teams
- Using the official Certificate of Completion as a delivery credential
- Positioning yourself as a trusted ERP advisor
- Using the built-in Report Builder for custom insights
- Crafting reports with filters, groupings, and summaries
- Creating dashboards with multiple report widgets
- Scheduling report distribution via email
- Exporting reports to PDF, XLSX, and CSV
- Building real-time KPI scorecards
- Analysing sales trends and forecasting accuracy
- Monitoring inventory turnover and obsolescence risk
- Tracking accounts receivable aging and collections
- Analysing vendor performance and cost trends
- Measuring production efficiency and yield
- Calculating employee productivity and cost per task
- Building project margin and burn rate analysis
- Creating cash flow projections from open orders
- Using pivot tables for multidimensional analysis
- Linking reports to automation triggers
- Embedding reports in custom dashboards
- Sharing reports with external stakeholders securely
Module 14: Security, Compliance, and System Governance - Defining data access policies by role and department
- Setting up two-factor authentication for privileged users
- Configuring login attempts and IP address restrictions
- Managing password policies and expiry rules
- Setting up data sharing rules for inter-company access
- Enabling audit trails for critical document changes
- Generating GDPR and privacy compliance reports
- Performing user activity logging and monitoring
- Creating backup verification and restore testing plans
- Setting up disaster recovery protocols
- Managing SSL certificates and domain security
- Conducting system health checks and performance audits
- Implementing data retention and archival policies
- Controlling print and export permissions
- Configuring session timeouts and idle disconnects
- Reviewing third-party app security before installation
- Managing administrator access with separation of duties
- Preparing for external IT audits with documentation packs
Module 15: Scalability, Multi-Company, and Enterprise Deployment - Designing a scalable ERPNext infrastructure
- Setting up multi-company operations with shared services
- Configuring inter-company transactions and settlements
- Managing global tax and compliance across regions
- Scaling database performance with indexing strategies
- Optimising server resources for high-transaction environments
- Setting up load balancing and high-availability clusters
- Managing data sovereignty and local storage requirements
- Planning for peak usage and seasonal spikes
- Implementing modular rollout strategies by department
- Creating regional dashboards for global teams
- Standardising processes across subsidiaries
- Migrating legacy data at enterprise scale
- Running parallel systems during transition phases
- Validating data integrity post-migration
- Training super users across locations
- Building a centre of excellence for ongoing support
- Documenting enterprise-wide SOPs and runbooks
Module 16: Implementation Project Management and Client Delivery - Defining the ERPNext implementation lifecycle
- Conducting business process mapping workshops
- Identifying pain points and automation opportunities
- Creating a detailed project plan with milestones
- Managing stakeholder expectations and communication
- Running pilot implementations with select teams
- Collecting feedback and iterating before full rollout
- Developing training materials and user guides
- Delivering role-specific training sessions
- Creating a post-go-live support structure
- Setting up helpdesk and issue escalation paths
- Measuring user adoption and engagement rates
- Conducting system optimisations post-launch
- Managing change requests through formal processes
- Documenting lessons learned and success metrics
- Delivering handover packs to internal teams
- Using the official Certificate of Completion as a delivery credential
- Positioning yourself as a trusted ERP advisor
- Designing a scalable ERPNext infrastructure
- Setting up multi-company operations with shared services
- Configuring inter-company transactions and settlements
- Managing global tax and compliance across regions
- Scaling database performance with indexing strategies
- Optimising server resources for high-transaction environments
- Setting up load balancing and high-availability clusters
- Managing data sovereignty and local storage requirements
- Planning for peak usage and seasonal spikes
- Implementing modular rollout strategies by department
- Creating regional dashboards for global teams
- Standardising processes across subsidiaries
- Migrating legacy data at enterprise scale
- Running parallel systems during transition phases
- Validating data integrity post-migration
- Training super users across locations
- Building a centre of excellence for ongoing support
- Documenting enterprise-wide SOPs and runbooks