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ERPNext Functional Training

What Will I Get?

✓ Understanding ERPNext Modules such as Account, Stock, Buying, Selling, and many more.

✓ Step by step guide for implementing ERPNext.

✓ Learn more about ERPNext and its relationship.

✓ Discuss with trainer and other participants.

✓ Speed up your understanding of ERPNext usage.

What Will I Learn?

Functional and Setup Basics :

  • Account
  • Stock
  • Buying
  • Selling
  • Manufacturing
  • Human Resources
  • Assets

 First Time Setup

 Chart of Account Setup

 Import Data

 Input/Import Beginning Balance Accounting

 Input/Import Beginning Accounts Receivable & Payable

 Input/Import Beginning Balance Stock

What Else?

✓ Workflow, User, Role, and Role Permission

✓ Functional ERPNext Case Study

✓ Functional ERPNext Implementation Sharing

ERPNext Technical Training

Sr.

Description

Days

1

Prerequisites 

Python:

  • What is Python?

  • Python Syntax

  • Strings and Console Output

  • Conditionals and Control Flow

  • Functions

  • Data Structures in Python

MariaDB / MySQL:

  • SQL – Manipulation

  • SQL – Queries

  • SQL – Aggregate Functions

  • SQL – Multiple Tables

HTML / CSS:

  • HTML: Elements and Structure

  • HTML: Tags

  • HTML: Tables

JavaScript and jQuery:

  • Introduction to JavaScript

  • Control flow

  • Functions and Scope

  • Arrays and Loops

  • JavaScript and jQuery

Jinja Templating:

Git and GitHub:

1

2

Introduction:

What is ERPNext and Frappe framework ?

 

1

3

Environment setup for ERPNext:

To Manually install frappe/ERPNext here are the steps:

1. Install Pre-requisites:

  • Python 2.7

  • MariaDB 10+

  • Nginx (for production)

  • Nodejs (Latest Version)

  • Redis

  • cron (crontab is required)

  • wkhtmltopdf with patched Qt (for pdf generation)

2. Installing the Bench Repo

3. Installing the Frappe Bench

4. Create new custom app

5. Create new site

6. Add ERPNext apps using get-app command

7. Install ERPNext apps

8. Set developer mode

9. Bench start

1

4

Making a New App

  • App Structure

1

5

Making Models (Doctype)

1

6

Adding Fields

1. Layout helpers (section / column breaks)

2. Child tables (Table type field)

3. HTML

4. Actions (button)

5. Attach Images

6. Data

7. Barcode

8. Check

9. Code

10. color

11. Currency

12. Date

13. Date time

14. Dynamic Link

15. Float

16. Fold

17. Geolocation

18. Heading

19. Image

20. Int

21. Link

22. Text

23. Long Text

24. Password

25. Percent

26. Read Only

27. Select

28. Small Text

29. Text Editor

30. Time

31. Signature

1

7

DocType Naming and Linking

1

8

Form Client Scripting Code using JS

  • Frappe.call

  • Callback

1

9

Predefined methods of ERPNext

1. before_insert

2. validate (Before inserting and updating)

3. on_update (After saving)

4. on_submit (When document is set as submitted)

5. on_cancel

6. on_trash (Before it is about to be deleted)

1

10

Task Runner (Scheduled tasks)

1

11

Making Users and Records

1

12

Roles and Permisssions

1

13

Reports

1. Analysis Report

2. Query Report

3. Script Report

Charts

1. Line Chart

2. Bar Chart

3. Pie Chart

Views

1. Gantt View

2. Kanban View

1

14

Web Views (Website):

1. Web Page

2. Blog Post

3. Web Form

4. Blogger

5. Setup

6. Add Products To Website

7. Shopping Cart

8. Articles

9. Website theme

10. Website script

11. Home Page.

1

15

Bench Command

  • General Usage

  • Config

  • Development

  • Scheduler

1

16

3rd Party Integration Services

1. Paypal Integration

2. Razorpay Integration

3. Dropbox Backup

4. Ldap Integration

5. Braintree Integration

6. Gocardless Integration

7. Stripe Integration

4

17

Training on Real Time Example

1