ERPNext Training & Workshops

ERPNext usage varies depending on the user’s role within the organization. Our role-based training sessions ensure that each user learns the functions and features relevant to their position. Whether it’s training for sales teams on customer relationship management (CRM) functions, inventory teams on stock management, or HR teams on payroll, we customize sessions to provide the most relevant and applicable knowledge.

For organizations new to ERPNext, our fundamentals training covers the basics of ERPNext, providing users with a thorough understanding of the system’s core modules and functionalities. Participants learn to navigate ERPNext, manage data entries, create reports, and perform essential tasks. This foundational training ensures that every user has a solid understanding of ERPNext’s capabilities and how it fits into daily operations.

For users who need to master more advanced functions, we offer specialized sessions that delve into complex modules and workflows. These sessions may cover advanced reporting, workflow automation, data analysis, and customizations. Our advanced functional training is ideal for users looking to become ERPNext power users or for teams with specific operational needs that require deeper ERP capabilities.

Our System Administration workshops are designed for IT teams and ERPNext administrators, providing them with the skills needed to manage, configure, and customize ERPNext effectively. Topics covered include user role management, data security, system configuration, module customization, and troubleshooting. These workshops ensure that your administrators have the technical expertise to maintain ERPNext, keeping it secure and optimized.

Effective data management is essential for making data-driven decisions. Our data management workshops cover data importing, exporting, and migration, along with tips for maintaining data accuracy and integrity within ERPNext. We also offer in-depth reporting workshops, teaching users to create customized reports, dashboards, and data visualizations that align with business goals.

Workflow automation is one of ERPNext’s most valuable features, allowing businesses to reduce manual tasks and increase efficiency. Our automation workshops focus on setting up workflows, approval processes, notifications, and task assignments. Participants learn to configure ERPNext to handle routine tasks automatically, empowering them to work more efficiently and focus on higher-value activities.

For organizations with unique business processes, we offer training on custom modules and features developed specifically for your ERPNext instance. Our trainers guide users through these custom elements, ensuring they understand how to leverage them effectively within their workflows. This tailored training ensures that your team maximizes the value of custom features, improving productivity and operational alignment.

Transitioning to a new ERP system requires more than technical training; it involves guiding users through the change process. Our change management training includes strategies for overcoming resistance, increasing user engagement, and fostering a positive attitude toward ERPNext adoption. This holistic approach ensures that your team is not only trained but also motivated to embrace ERPNext.

To reinforce training and support continuous learning, we provide on-demand training resources and comprehensive documentation. This includes user manuals, video tutorials, and quick-reference guides. These resources are valuable for new team members and can be used for ongoing training, ensuring your team has access to information whenever they need it.