Schedule
22nd May 2023
2:30 PM to 5:30 PM IST
Introduction to ERP and ERPNext setup
- Setting up Masters
- Basic Transaction Flow
- User Creation, Roles & Permission
- Data Import & Export
- Email Account Setup
23rd May 2023
2:30 PM to 5:30 PM IST
Basic Accounting & Taxation
- Chart of Accounts
- Opening Entries
- Invoicing & Payments
- Taxation
- Financial Reports
24th May 2023
2:30 PM to 5:30 PM IST
Advance Accounting
- Multicurrency Billing & Transaction
- Dimension & Budgeting
- Periodic and Perpetual Inventory
- Bank Reconciliation
- Period Closing Voucher
- Deferred Revenue and Expenses
- Reports
25th May 2023
2:30 PM to 5:30 PM IST
Stock Module
- Stock Valuation Methods
- Serialized and Batched Items
- Stock Transactions & Settings
- Landed cost voucher
- Stock Reports
26th May 2023
2:30 PM to 5:30 PM IST
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
29th May 2023
2:30 PM to 5:30 PM IST
Manufacturing Module
- Master Data and Settings
- BOM and Multilevel BOM
- Production & Material Planning
- Work Order and Work Order with Operations
- Subcontracting Cycle
- Reports
30th May 2023
2:30 PM to 5:30 PM IST
HR Management
- Employee Master Data & Lifecycle Management
- Staffing Plan
- Attendance and Leave Management
- Expense Claim Cycle
- Reports
31st May 2023
2:30 PM to 5:30 PM IST
Payroll Management
- Payroll Setup
- Salary Structure and Assignment
- Employee Tax Exemption Cycle
- Additional Benefit
- Reports
01st June 2023
2:30 PM to 5:30 PM IST
Service
- CRM Setup and Cycle
- Project Management
- Support Setup and Cycle
- Reports
02nd June 2023
2:30 PM to 5:30 PM IST
E-Commerce and Website Management
- E-Commerce Set up
- Website Set up
8th June 2023
2:30 PM to 5:30 PM IST
Bench
- What is bench?
- The bench directory
- Share the bench CLI cheat sheet
- Current Site
Site
- What is a site?
- The sites directory
- Site actions: update, migrate, etc.
- The site directory
Create a new Site
- Sites directory structure
- Site directory structure
- Site commands
DocTypes
- Naming (all types)
- Create, Update
- DocField (fields of a DocField)
- Naming Series
- Title and Image Field
- Link Field
- The files automatically generated for a doctype
- Different views for a doctype
- Child DocType
- Submittable DocType
- Single DocType
- permissions
Migration
- JSON changes effect during migrations
- Explore the patches.txt file
10th June 2023
2:30 PM to 5:30 PM IST
Controller Methods
- Document hooks
- before_insert, after_insert
- before_save, after_save, on_update
- validate
- autoname
- before_submit, on_submit
- before_cancel, on_cancel
Web pages & Web Forms
- www pages
- templates
- Linking static assets
- Web Views for DocTypes
Hooks
- Standard Hooks (framework)
- App Hooks (ERPNext)
- Custom App Hooks
Custom Pages
- Understand custom pages and their file structure
- Methods available in the custom page and their use cases
Asset Bandling
- Understand asset bandling
- Explore the files affected while bandling
12th June 2023
2:30 PM to 5:30 PM IST
Server Scripts
- Server Scripts
- Restricted API (safe_exec.py)
Client-Side Scripts
- App Code
- Client Scripts (Desk)
Custom Fields
- Setup and Configuration
Fixtures
- Create records on app install
Reports
- Report Builder
- Query Report
- Script Report
REST APIs
- Introduction
- API Authentication
- Uploading files with a REST API
Client-Side Scripts
- Introduction
- API Authentication
- Uploading files with a REST API
- Integrating an API with an external API
Others
- Background jobs
- Discuss real time events
- Best practices during customization to ensure sustainable code