{ "_label": "Implementation Strategy" }

Before you start managing your Operations in EPRNext, you must first become familiar with the system and the terms used. For this we recommend implementation should happen in two phases.

  • A Test Phase, where you enter dummy records representing your day to day transactions and a - Live Phase, where we start entering live data.

Test Phase

  • Read the Manual
  • Create your first Customer, Supplier and Item. Add a few more so you get familiar.
  • Create Customer Groups, Item Groups, Warehouses, Supplier Groups so that you can classify your Items.
  • Complete a standard sales cycle - Lead > Opportunity > Quotation > Sales Order > Delivery Note > Sales Invoice > Payment (Journal Voucher)
  • Complete a standard purchase cycle - Purchase Request > Purchase Order > Purchase Receipt > Payment (Journal Voucher).
  • Complete a manufacturing cycle (if applicable) - BOM > Production Planning Tool > Production Order > Stock Entry (issue) > Stock Entry (back-flush)

Tip: Use the 30-day free trial at erpnext.com to do your test drive.

Live Phase

Once you have made yourself familiar with ERPNext, start entering your live data!

  • Clean up the account of test data or better, start a fresh install.
  • Setup all the modules with Customer Groups, Item Groups, Warehouses, BOMs etc.
  • Import Customers, Suppliers, Items, Contacts and Addresses using Data Import Tool.
  • Import opening stock using Stock Reconciliation Tool.
  • Create opening accounting entries via Journal Voucher and create outstanding Sales Invoices and Purchase Invoices.