Training Schedule

16th May 2022

2:30 PM to 5:30 PM

Introduction to ERP and ERPNext setup

  • Setting up Masters
  • Basic Transaction Flow
  • User Creation, Roles & Permission
  • Data Import & Export
  • Email Account Setup

17th May 2022

2:30 PM to 5:30 PM

Basic Accounting & Taxation

  • Chart of Accounts
  • Opening Entries
  • Invocing & Payments
  • Taxation
  • Financial Reports

18th May 2022

2:30 PM to 5:30 PM

Stock Module

  • Stock Valuation Methods
  • Serialized and Batched Items
  • Stock Transactions & Settings
  • Landed cost voucher
  • Stock Reports

19th May 2022

2:30 PM to 5:30 PM

Buying and Selling

  • Buying & Selling Cycle
  • RFQ & Supplier Quotation
  • Re-order level and auto MR generation
  • Sales Order Management
  • Sales Team & Sales Partner
  • Pricing Rule and Promotional schemes
  • Payment Terms
  • Reports

20th May 2022

2:30 PM to 5:30 PM

Manufacturing

  • Master Data & Settings
  • Operations & Workstation
  • BOM and Multi-Level BOM
  • Production & Material Planning
  • Work Order and Work Order with Operations
  • Subcontracting
  • Reports

23rd May 2022

2:30 PM to 5:30 PM

Advance Accounting

  • Multicurrency Billing & Transaction
  • Dimension & Bugdeting
  • Periodic and Perpetual Inventory
  • Bank Reconciliation
  • Period Closing Voucher
  • Deferred Revenue and Expenses
  • Reports

24th May 2022

2:30 PM to 5:30 PM

Human Resource and Payroll

  • Employee Master Data Management
  • Employee Staffing Plan
  • Attendance & Leave Management
  • Basic Payroll Setup & Salary Component
  • Salary Strucutre
  • Payroll Entry & Tax Exemption

25th May 2022

2:30 PM to 4:00 PM

Project and Customer Support

  • Project & Task Management
  • Timesheet Management
  • Project Accounting & Reports
  • Issue Management
  • Service Level Agreements
  • Warranty Claims
  • Maintenance Management

25th May 2022

4:00 PM to 5:30 PM

Customer Relationship Management

  • Lead Qualification
  • Nurturing Opportunities
  • Sharing Quotation
  • Marketing Campaigns
  • Reports