ERPNext training for your team
People are the difference between an ERP that is installed and one that is used. We train users on their own processes, give administrators what they need to run the system, and offer a four-week ERPNext course, live and recorded.
Training plan, by roleTraining
Sales teamQuotation → Sales Order → Sales Invoice
2 sessionsStoresReceipts, transfers and stock counts
2 sessionsAccountsPayments, bank reconciliation, GST returns
3 sessionsManagersReports, dashboards and approvals
1 sessionSystem administratorUsers, roles, settings and backups
2 sessionsSessions use your own data on a test copy, so people practise on what they will see after go-live.
Duration4 weeks
FormatLive and recorded
LevelBeginner to advanced
SessionsTwo 90-minute live sessions a week
PracticeHomework labs with real datasets
RecordingsAvailable for 3 months
Training for every role
What people need to know depends on what they do in ERPNext.
Users
User training
Module-based sessions for the people who enter orders, invoices and stock, using your own documents and processes.
Process owners
Functional training
For the people responsible for accounts, stock, sales, buying, manufacturing or HR: how their module is set up, why, and how to handle the exceptions.
Administrators
Administrator training
For the people who will run ERPNext: users, roles and permissions, customization tools, print formats, data imports, backups and upgrades.
During implementation
Implementation-linked training
Part of every implementation: workshops with your company’s own data and a step-by-step onboarding guide, so teams learn on the system they will use.
The four-week ERPNext course
Learn ERPNext end to end: configuration, customization, accounting, inventory, manufacturing, HR and deployment. Instructor-led lessons are combined with hands-on exercises.
Week 1: Setup
ERPNext installation, site configuration and setting up the chart of accounts.
Week 2: Core operations
Sales and purchase workflows, and inventory management.
Week 3: Advanced modules
Manufacturing (BOMs and production), projects and timesheets, and HR and payroll.
Week 4: Customization and deployment
Custom fields and apps, permissions, and backups and upgrades.
What you will be able to do
- Install and deploy ERPNext on a server
- Configure accounting, sales, purchasing, inventory, manufacturing, projects and HR
- Customize forms, fields and print formats
- Manage users, roles and permissions
- Integrate email, payments and backups
- Debug issues and perform upgrades
Learning that sticks
- Live video sessions: two 90-minute sessions a week for the course
- Homework labs with real datasets
- Recordings available for three months
- For client teams: workshops with your company’s own data and a step-by-step onboarding guide
Common questions
Can training be arranged for our team only?
Yes. Training during an implementation is planned around your team, your modules and your own data. Tell us what you need.
Do we need ERPNext experience to join the course?
No. The course runs from beginner to advanced, starting with installing and configuring ERPNext.
Is the course live or recorded?
Both. Sessions are live, and the recordings are available for three months.
Want your team trained on ERPNext?
Tell us who needs training and which modules they use. We’ll suggest the right sessions.