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ERPNext Self-Assessment and Implementation Mastery

ERPNext Self-Assessment and Implementation Mastery

$199.00
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Course access is prepared after purchase and delivered via email
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Includes a practical, ready-to-use toolkit with implementation templates, worksheets, checklists, and decision-support materials so you can apply what you learn immediately - no additional setup required.
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ERPNext Self-Assessment and Implementation Mastery Course Curriculum



Course Overview

This comprehensive course is designed to equip participants with the knowledge and skills required to successfully implement and utilize ERPNext in their organizations. Upon completion of this course, participants will receive a certificate issued by The Art of Service.



Course Features

  • Interactive and engaging learning experience
  • Comprehensive and up-to-date content
  • Personalized learning approach
  • Practical and real-world applications
  • High-quality content developed by expert instructors
  • Certificate issued by The Art of Service upon completion
  • Flexible learning options
  • User-friendly and mobile-accessible platform
  • Community-driven learning environment
  • Actionable insights and hands-on projects
  • Bite-sized lessons for easy learning
  • Lifetime access to course materials
  • Gamification and progress tracking features


Course Outline

Module 1: Introduction to ERPNext

  • Overview of ERPNext and its features
  • Benefits of using ERPNext in organizations
  • Understanding the ERPNext architecture
  • Setting up ERPNext for the first time

Module 2: Setting Up Your Company in ERPNext

  • Creating a new company in ERPNext
  • Configuring company settings and defaults
  • Setting up currency and exchange rates
  • Defining fiscal years and accounting periods

Module 3: User Management and Security

  • Creating and managing user accounts
  • Assigning roles and permissions
  • Understanding user groups and access control
  • Configuring password policies and security settings

Module 4: Sales and Customer Management

  • Creating and managing customer accounts
  • Configuring sales settings and defaults
  • Managing sales orders and quotations
  • Understanding sales analytics and reporting

Module 5: Purchase and Supplier Management

  • Creating and managing supplier accounts
  • Configuring purchase settings and defaults
  • Managing purchase orders and invoices
  • Understanding purchase analytics and reporting

Module 6: Inventory and Warehouse Management

  • Creating and managing item codes and templates
  • Configuring inventory settings and defaults
  • Managing stock levels and warehouse operations
  • Understanding inventory analytics and reporting

Module 7: Accounting and Finance

  • Understanding the accounting framework in ERPNext
  • Configuring accounting settings and defaults
  • Managing accounts payable and accounts receivable
  • Understanding financial analytics and reporting

Module 8: Human Resource Management

  • Creating and managing employee accounts
  • Configuring HR settings and defaults
  • Managing leave and attendance records
  • Understanding HR analytics and reporting

Module 9: Manufacturing and Production

  • Understanding the manufacturing framework in ERPNext
  • Configuring manufacturing settings and defaults
  • Managing production orders and work orders
  • Understanding manufacturing analytics and reporting

Module 10: Quality Management and Inspection

  • Understanding the quality management framework in ERPNext
  • Configuring quality settings and defaults
  • Managing quality inspections and tests
  • Understanding quality analytics and reporting

Module 11: Project Management

  • Creating and managing project accounts
  • Configuring project settings and defaults
  • Managing project tasks and timelines
  • Understanding project analytics and reporting

Module 12: Reporting and Analytics

  • Understanding the reporting framework in ERPNext
  • Configuring report settings and defaults
  • Creating custom reports and dashboards
  • Understanding data analytics and visualization

Module 13: Implementation and Deployment

  • Understanding the implementation process
  • Configuring system settings and defaults
  • Deploying ERPNext on-premise or in the cloud
  • Understanding post-implementation support and maintenance

Module 14: Troubleshooting and Optimization

  • Understanding common issues and errors
  • Troubleshooting techniques and tools
  • Optimizing system performance and speed
  • Understanding data backup and recovery

Module 15: Advanced Topics and Customization

  • Understanding advanced features and customization options
  • Creating custom scripts and workflows
  • Integrating ERPNext with third-party applications
  • Understanding API and web services


Certificate and Assessment

Upon completion of this course, participants will receive a certificate issued by The Art of Service. The assessment will be based on a combination of quizzes, assignments, and a final project.



Target Audience

This course is designed for anyone who wants to learn ERPNext, including:

  • Business owners and managers
  • Accountants and financial professionals
  • Operations and logistics managers
  • IT professionals and system administrators
  • Anyone interested in learning ERPNext
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