An application is said to be configured completely when you can start making business transactions like orders, invoices, stock transactions etc.
Let us understand the different types of forms which exist in ERPNext:
1. Masters:
Masters are sets of records which are created once and used in transactions.
Example: Customer, Supplier, Item, Customer Group, Supplier Type, Territory etc.
Once the required masters are set, you can proceed with transactions.
2. Transactions:
Business transactions are the records created based on an event.
Example:
Sales order is made when a customer confirms an order.
Delivery note is made when goods are delivered to a customer.
3. Reports:
Reports give you an interface to see multiple records of Transactions / Masters on the same screen
and allow you to export these records in CSV format.
When you login into your account for the first time, you will be asked to enter the name, abbreviation, fiscal start date and default currency of one of your companies. This creates the first company for your account.
Note: The abbreviation you enter will be appended to various master records, so that it becomes visibly obvious, which master record belongs to which company.
With company creation, your account creation will also be complete. To be able to start with transactions, you can setup your customer, suppliers, items, tax / bank ledgers.
Customer:
To add a new customer, go to:
Selling >> Customer >> Add new customer
OR
Setup >> System >> Import data. Select customer from the list to download template for importing customer master. Learn more about data import functionality here.
Customer categorization: If you want to create customer groups, go to:
Setup >> Selling >> Customer group
If you don't maintain customer group, continue with "default customer group" which be preset in your account.
Accounting ledger of customer:
Customer ledger will be created in chart of accounts (account receivable) as soon as you add or import them.
Supplier:
To add a new supplier, go to:
Buying >> Supplier >> Add new supplier
Or
Setup >> System >> Import data, Select Supplier from the list to download template for importing supplier master.
Supplier Types: If you want to create supplier types, go to:
Setup >> Buying >> Supplier Types
If you don't have supplier type, continue with "default supplier type" which will be preset in your account.
Accounting ledger of supplier:
Supplier ledger will be created in chart of accounts (account payable) as soon as you add or import them.
Item:
To add new item, go to:
Stock >> Item
Or
Setup >> System >> Import data, select item from the list to download template for importing item master. Learn more about import data functionality here.
To import opening stock for items, go to: Stock >> Stock reconciliation. To learn more, click here.
Accounting ledger:
To create new accounting ledger, go to:
Setup >> Accounts >> Chart of account
1. Click on group under which you want to create ledger.
2. After clicking on folder (group), under which you want to create ledger, a button called
"Add a child account" will appear below action items (on right side).
3. Enter account name
4. Select group or a ledger. If "group" selected, then it will become folder and you will be able to
add child ledgers under it. If "Ledger" selected, then only you will be able to select it in
transactions.
For getting started, you will need to create few accounting ledgers manually for bank, cash and tax accounts. To learn more on creating ledger in chart of account, click here.
To learn updating an opening balance for accounting ledger, click here.
Note: Ledger for customer and supplier will be added in the receivables and payables respectively. You need not add ledger for customer and supplier manually.
Warehouse:
To create new warehouse, go to:
Setup >> Stock >> Warehouse
Once above discussed masters is set, you will be good to go live with transactions like making quotations, orders and invoices.
For any product related help, please drop us a line at support@erpnext.com
Let us understand the different types of forms which exist in ERPNext:
1. Masters:
Masters are sets of records which are created once and used in transactions.
Example: Customer, Supplier, Item, Customer Group, Supplier Type, Territory etc.
Once the required masters are set, you can proceed with transactions.
2. Transactions:
Business transactions are the records created based on an event.
Example:
Sales order is made when a customer confirms an order.
Delivery note is made when goods are delivered to a customer.
3. Reports:
Reports give you an interface to see multiple records of Transactions / Masters on the same screen
and allow you to export these records in CSV format.
Getting Started:
When you login into your account for the first time, you will be asked to enter the name, abbreviation, fiscal start date and default currency of one of your companies. This creates the first company for your account.
Note: The abbreviation you enter will be appended to various master records, so that it becomes visibly obvious, which master record belongs to which company.
With company creation, your account creation will also be complete. To be able to start with transactions, you can setup your customer, suppliers, items, tax / bank ledgers.
Customer:
To add a new customer, go to:
Selling >> Customer >> Add new customer
OR
Setup >> System >> Import data. Select customer from the list to download template for importing customer master. Learn more about data import functionality here.
Customer categorization: If you want to create customer groups, go to:
Setup >> Selling >> Customer group
If you don't maintain customer group, continue with "default customer group" which be preset in your account.
Accounting ledger of customer:
Customer ledger will be created in chart of accounts (account receivable) as soon as you add or import them.
Supplier:
To add a new supplier, go to:
Buying >> Supplier >> Add new supplier
Or
Setup >> System >> Import data, Select Supplier from the list to download template for importing supplier master.
Supplier Types: If you want to create supplier types, go to:
Setup >> Buying >> Supplier Types
If you don't have supplier type, continue with "default supplier type" which will be preset in your account.
Accounting ledger of supplier:
Supplier ledger will be created in chart of accounts (account payable) as soon as you add or import them.
Item:
To add new item, go to:
Stock >> Item
Or
Setup >> System >> Import data, select item from the list to download template for importing item master. Learn more about import data functionality here.
Customer categorization: If you want to create item groups, go to:
Setup >> Stock >> Item group
If you don't maintain item group, continue with "Default" which will be auto-created.
Accounting ledger:
To create new accounting ledger, go to:
Setup >> Accounts >> Chart of account
1. Click on group under which you want to create ledger.
2. After clicking on folder (group), under which you want to create ledger, a button called
"Add a child account" will appear below action items (on right side).
3. Enter account name
4. Select group or a ledger. If "group" selected, then it will become folder and you will be able to
add child ledgers under it. If "Ledger" selected, then only you will be able to select it in
transactions.
For getting started, you will need to create few accounting ledgers manually for bank, cash and tax accounts. To learn more on creating ledger in chart of account, click here.
To learn updating an opening balance for accounting ledger, click here.
Note: Ledger for customer and supplier will be added in the receivables and payables respectively. You need not add ledger for customer and supplier manually.
Warehouse:
To create new warehouse, go to:
Setup >> Stock >> Warehouse
Once above discussed masters is set, you will be good to go live with transactions like making quotations, orders and invoices.
For any product related help, please drop us a line at support@erpnext.com
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