Specialized in technology Solutions

for enterprises…
Day 1.
First Session: 9:00 am – 12:00 pm.
Second Session: 1:00 pm – 3:00 pm.
 Introduction to ERP.
 Definition of ERP.
 Benefits of ERP.
 Organizational Benefits.
 Managerial Improvement.
 Strategic Improvement.
 IT Infrastructure Improvement.
 Introduction to ERP next.
Icebreaker (1)
5 things in common:

In this icebreaker, you find 5 things

that you have in common with the
other participants in your group. You
start by telling them that simple cop-
outs such as body parts are not
allowed. Find out how to lead this fun
icebreaker.
Enterprise Resource Planning -ERP
What is ERP?
Definition:
 ENTERPRISE RESOURCE PLANNING(ERP)
is a cross-functional enterprise adriven by an
integrated suite of software modules that
supports the basic internal business processes of
a company.
 The practice of consolidating an enterprise’s
planning, manufacturing, sales and marketing
efforts into one management system.
 Combines all databases across departments into
a single database that can be accessed by all
employees.
 ERP automates the tasks involved in performing
a business process.
Organizational Benefits:
1. Cost reduction.
2. Cycle time reduction.
3. Productivity improvement.
4. Quality improvement.
5. Customer services improvement.
Managerial Improvement:
1. Improved resource management.
2. Better decision making.
3. Better planning.
4. Performance improvement.
5. Structured Reporting.
Strategic Improvement:
1. Support business growth.
2. Support business alliances.
3. Build business innovations.
4. Build cost leadership.
5. Generate product differentiation.
6. Build external linkages.
IT Infrastructure Improvement:
1. Build business flexibility.
ERP inherently a rigid system
2. IT cost reduction.
The main reason CEOs adopt ERP
3. Increased IT capability.
Before ERP example
Typical Business Process :
Key observation
 A typical enterprise has many Departments/ Business
units(BU).
 These Departments/ BU continuously communicate and
exchange data with each other.
 The success of any organization lie’s in effective
communication and data exchange within the Departments/
BU as well as associated third party such as Vendors,
Outsourcers and Costumers.
 Also known as Decentralized System.
Problems with Decentralized System:

 Numerous disparate
information system are
developed individually over the
time.
 Integrating the data becomes
time and money consuming.
 Inconsistences and duplication
of data.
 High inventory, material and
human resource cost.
Centralized System :
ERP example
:Second Session

Introduction to
ERP next

1:00 pm – 3:00 pm
Accurate Systems Overview ( ERPNext ) :
ERPNext is a cloud based ERP system that provides
inclusive business solutions for organizations. Accurate
systems is also structured mainly on 24 contents by which
the system functions ultimately on businesses within the
organization.
However, each content out of the main 24 contents has
various topics which technically functions inside the main
content itself.
Herein we will have an overview for each content
separately so you may have a general idea of Accurate
System as an ERP solution.
What is ERPNext?
ERPNext is integrated Enterprise
Resource Planning (ERP) software
developed by Frappé Technologies Pvt.
Ltd. and is built on MariaDB database
system using a Python based server-side
framework.

ERPNext helps you to manage all your

business information in one application
and use it to manage operations and take
decisions based on data.
ERPNext will help you to?
• Track all Invoices and Payments.
• Know what quantity of which product is
available in stock.
• Identify open customer queries.
• Manage payroll.
• Assign tasks and follow up on them.
• Maintain a database of all your customers,
suppliers and their contacts.
• Prepare quotes.
• Get reminders on maintenance schedules.
• Publish your website.
• And a lot more.
ERPNext contains these modules:
• Accounting.
• Customer relationship management (CRM).
• Human resource management HRM.
• Manufacturing.
• Point of sale (POS).
• Project management.
• Purchasing.
• Sales management.
• Warehouse management system.
Benefits Over Big ERP’s:
• $$$ - Saves money.
• Easier to configure: Big ERPs are notoriously
hard to setup and will ask you a zillion
questions before you can do something
meaningful.
• Easier to use: Modern web like user interface
will keep your users happy and in familiar
territory.
Day 2.
First Session: 9:00 am – 12:00 pm.
Second Session: 1:00 pm – 3:00 pm.
 Introduction to Accounting Module.
 Accounting Features.
 Accounting Topics 1.
 Accounting Topics 2.
 Assets.
 Assets Topics.
 Stock.
 Stock Topics.
 CRM.
 CRM Topics.
Icebreaker (2)

Your favorite
Start out the session by thinking of
your favorite thing on a theme.
Maybe it’s your favorite object,
sport or film? Say your favorite
thing, explain it and then pass to the
next person. A very simple way of
getting to know each other.
1- Accounting:
Whether you have an accountant in your internal
team OR you do it yourself OR you have chosen to
outsource it, the financial accounting process is
almost always at the center any business
management system (aka an ERP system).
In ERPNext, your accounting operations consists of
3 main transactions:
 Sales Invoice: The bills that you raise to your
Customers for the products or services you
provide.
 Purchase Invoice: Bills that your Suppliers give
you for their products or services.
 Journal Entries: For accounting entries, like
payments, credit and other types.
Accounting Topics 1:
1.Chart Of Accounts.
2.Opening Accounts.
3.Sales Invoices.
4.Point Of Sale Pos Invoices.
5.Point Of Sales.
6.Credit Note.
7.Purchase Invoice.
8.Debit Note.
9.Inter Company Invoices.
10.Payments.
11.Journal Entry.
12.Reverse Journal Entry.
13.Finance Book.
14.Inter Company Journal Entry.
15.Payment Entry.
16.Subscription.
17.Multi Currency Accounting.
18.Advance Payment Entry.
Accounting Topics 2:
1.Advance Payment Entry.
2.Payment Request.
3.Credit Limit.
4.Bank Guarantee.
5.Loyalty Program.
6.Accounting Entries.
7.Budgeting.
8.Item Wise Taxation.
9.Tax Withholding Category.
10.Recurring Orders And Invoices.
11.Pricing Rule.
12.Accounting Reports.
13.Tools.
14.Setup.
15.Share.
16.Articles.
17.Accounts Receivable.
18.Auto Repeat.
19.Exchange Rate Revaluation.
20.Payment Terms.
21.Tax Withholding.
2- Assists:
Managing Fixed Assets:
In ERPNext, you can maintain fixed asset records like
Computers, Furnitures, Cars, etc. and manage their
depreciations, sale or disposal of those assets. It gives you to
track locations or keep records of the employees to whom the
asset has been assigned. You can also manage maintenance
details of the assets.
Assist Topics:
1.Asset.
2.Asset Location.
3.Asset Category.
4.Asset Maintenance.
5.Asset Value Adjustment.
6.Purchasing Asset.
7.Selling Asset.
8.Scrap Asset.
9.Asset Depreciation.
10.Asset Movement.
3- Stock:
Distributors have large part of their net
worth is invested in the stock in hand.
With ERPNext, you can always keep a
birds eye view on your stock availability,
replenishment, procurement and sales.
Distributors need to be on the top of
their game always. From procuring the
products to providing after-sales support
for the same, they are an important part
of the supply-chain.
3- Stock:
Material Flow
There are three main types of entries
•Purchase Receipt: Items received from Suppliers against Purchase
Orders.
•Stock Entry: Items transferred from one Warehouse to another.
•Delivery Note: Items shipped to Customers.
3- Stock:
User Manual
A distributor needs lots more than sales
and purchase module to operate efficiently.
ERPNext has all of it available built-in.
•You track your books of accounts
using Accounts module.
•Manage payroll, leaves and claims of your
support staff in the HR module.
•Attend customer's support queries better
with Support module of ERPNext.
Here is the stepwise guide on the
functionalities of ERPNext Stock /
inventory module.
Stock Topics:
1.Material Request.
2.Stock Entry.
3.Delivery Note.
4.Purchase Receipt.
5.Installation Note.
6.Item.
7.Warehouse.
8.Serial No.
9.Batch.
10.Projected Quantity.
11.Accounting Of Inventory Stock.
12.Tools.
13.Setup.
14.Sales Return.
15.Purchase Return.
16.Articles.
17.Opening Stock.
18.Stock How To.
19.Retain Sample Stock.
20.Delivery Trip.
4- CRM:
ERPNext helps you track
business Opportunities from Leads and Cust
omers, send them Quotations and make
confirmed Sales Orders.
The CRM Module helps maintain Leads,
Oppurtunities and Customers.
CRM Topics:
1.Lead.
2.Opportunity.
3.Customer.
4.Contact.
5.Newsletter.
6.CRM Reports.
7.Setup.
Day 3.
First Session: 9:00 am – 12:00 pm.
Second Session: 1:00 pm – 3:00 pm.
 Selling.
 Selling Topics.
 Buying.
 Buying Topics.
 Manufacturing.
 Manufacturing User Manual.
 Project Management.
 Project Management User Manual.
 Icebreaker 3

One Word:
What’s the one word you’d use to
describe yourself? Everyone picks
one and then they’re referred to by
that name throughout the meeting.
It’s more than a silly way to start
the meeting; it helps everyone get
to know one another a bit better.
5-Selling:
Selling is the communication that happens with the
customer prior to and during the sale. You might be
managing all the communication yourself or you may
have a small team of sales people to handle this. ERPNext
helps you track the communication leading up to the sale,
by keeping all your documents in an organized and
searchable manner.
Selling Topics:
1.Quotation.
2.Sales Order.
3.Sales Analytics.
4.Setup.
5.Articles.
6.Manufacturing Work In Progress.
5-Buying:
If your business involves physical goods, buying is one of
your core business activity. Your suppliers are as important
as your customers and they must be provided with as much
accurate information as possible.
Buying in right amounts, in right quantities, can affect your
cash flow and profitability.
ERPNext contains a set of transactions that will make your
buying process as efficient and seamless as possible.
Buying Topics:
1.Supplier.
2.Request For Quotation.
3.Supplier Quotation.
4.Purchase Order.
5.Setup.
6.Articles.
7.Purchase Taxes.
8.Supplier Scorecard.
6- Manufacturing:
ERPNext comes batteries
included for all requirements of
a manufacturing business like
Bill of Materials tracking,
Production Order planning and
execution, procurement and lot
more.
6- Manufacturing:
Bill of Material, Production Order and More
The Manufacturing module in ERPNext helps you to
maintain multi-level Bill of Materials (BOMs) for your
Items. It helps in product costing, production planning,
creating work orders for your manufacturing shop floors
and planning inventory by getting your material
requirement via BOMs (also called Material
Requirements Planning MRP).
6- Manufacturing:
You can also effectively track operations like:
• Production Orders against customer's Sales Order
• Material Planning
• Purchasing based on Material Planning an reorder level.
• Track actual material transfer against a Production Order
• Despatched manufactured items to the Customers.
• View reports
User Manual:
1.Introduction.
2.Workstation.
3.Operation.
4.Bill Of Materials.
5.Work Order.
6.Production Plan.
7.Job Card.
8.Subcontracting.
9.Item Alternative.
10.Tools.
11.Setup.
12.Articles.
7- Projects:
For a services business, which
doesn't have a tangible product to
showcase their value, needs to get
many things right to stay afloat
and grow in the industry.
ERPNext helps services company
effectively manage business
aspects like Projects
Management, Customer Support,
Sales and Purchase Management
to list a few.
Project Management:
ERPNext helps you manage your
Projects by breaking them into
Tasks and allocating them to
different people.
Projects can be used to manage
internal projects, manufacturing
jobs or service jobs. For service
jobs, Time Sheets can also be
created that can be used to bill
Customers if billing is done on a
Time & Money basis.
Project Management:
Sales, Purchase Management,
Customer Support
Purchasing and selling can also be
tracked against Projects and this can
help the company keep tabs on its
budget, delivery and profitability for a
Project.
User Manual:
A services company needs lots more than projects module to operate
efficiently. ERPNext has all of it available built-in.
• You track your books of accounts using Accounts module.
• Manage payroll, leaves and claims of your support staff in the HR
module.
• Attend customer's support queries better with Support module of
ERPNext.
1. Tasks.
2. Project.
3. Timesheet.
4. Project Customer Portal.
5. Project Profitability.
6. Project Expense Claims.
7. Activity Type.
8. Activity Cost.
9. Articles.
10. Project Template.
Day 4.
First Session: 9:00 am – 12:00 pm.
Second Session: 1:00 pm – 3:00 pm.

 Support.
 Support Topics.
 Human Resources.
 Human Resources Topics.
 Customer Portal.
 Customer Portal Topics.
 Website.
 Website Topics.
 Using ERPNext.
 Using ERPNext Topics.
 Regional.
 Customized ERPNext.
 Customized ERPNext Topics.
 Education.
 Education User Manual.
 Icebreaker 4
Creative Name Tags:
Give everyone 10 minutes to make his or her own
nametag. They can list hobbies, draw a picture, or
write a self-profile.
8- Support:
Great customer support and maintenance is at the heart of
any successful small business. ERPNext gives you the tools
to track all incoming requests and issues from your
customers so that you can respond quickly. Your database of
incoming queries will also help you track where the biggest
opportunities are for improvements.

In this module, you can track incoming

queries from your email using Support
Ticket. You can keep track on Customer
Issues raised by Customers on specific
Serial No and respond to them based on
their warranty and other information.
You can also make Maintenance
Schedules for Serial Nos and keep a
record of all Maintenance Visits made to
your Customers.
Topics
1.Issue.
2.Warranty Claim.
3.Maintenance Visit.
4.Maintenance Schedule.
5.Support Reports.
9- Human Resources:
The Human Resources (HR) Module covers the processes linked to
managing a team of co-workers. Most important feature here is
processing the payroll by using Payroll Entry to generate Salary Slips.
Most countries have complex tax rules stating which expenses the
company can make on behalf of the Employees. There are a set of rules
for the company to deduct taxes and social security from employee
payroll. ERPNext allows to accommodate all types of taxes and their
calculation.
It also maintains a complete employee database including contact
information, salary details, attendance, performance evaluation, and
appraisal records.
Topics
1.Leave Management.
2.Payroll.
3.Appraisal.
4.Loan Management.
5.Training.
6.Recruitment.
7.Shift Management.
8.Fleet Management.
9.Daily Work Summary.
10.Human Resources Reports.
11.Human Resource Setup.
12.Setup.
13.Articles.
14.Employee And Attendance.
15.Employee Lifecycle.
16.Travel And Expense Claim.
10- Customer Portal:
Customer Portal is designed to give easy
accessibility to customers of a company.
This portal allows customers to login and find
out information relevant to them. The
customers can trace the communication
history of their mails. They can also check
order status by logging into the website.
Topics
1.Customer Orders Invoices And Shipping Status.
2.Portal Login.
3.Sign Up.
4.Issues.
11- Website:
Websites are a core component of any
business and having a good website usually
means:
•Invest lot of money.
•Difficult to update.
•Not interactive.

Unless you are a web designer yourself.

Wouldn't it be nice if there was a way to
update your product catalog on your site
automatically from your ERP?
We thought exactly the same and hence built
a small Website Development app right
inside ERPNext!
11- Website:
Using ERPNext’s Website module, you can
1.Create Web Pages
2.Write a Blog
3.Publish your Product Catalog using the Item
master
We will soon be adding a shopping cart facility
so that your customers can place orders and pay
you online!
Though not necessary, to make a good website,
you might have to know a bit of HTML / CSS or
hire the services of a professional. The good part
is that once this is setup, you can add and edit
content, blogs and products directly from your
ERP.
Topics
1.Web Page.
2.Blog Post.
3.Web Form.
4.Blogger.
5.Setup.
6.Add Products To Website.
7.Shopping Cart.
8.Articles.
12- Using ERPNext:
We live in an era when people are very
comfortable communicating, discussing, asking,
assigning work and getting feedback electronically.
The Internet acts as a great medium to collaborate
on work too. Taking this concept into ERP system,
we have designed a bunch of tools whereby you
can Assign transactions, manage your To Dos,
share and maintain a Calendar, maintain a
company wise Knowledge Base, Tag and Comment
on transactions and send your Orders, Invoices etc
via Email. You can also send instant messages to
other users using the Messaging tool.
These tools are integrated into all aspects of the
product so that you can effectively manage your
data and collaborate with your co-workers.
Topics
1.To Do.
2.Restore Deleted Docs.
3.Document Versioning.
4.Collaborating Around Forms.
5.Chat.
6.Notes.
7.Calendar.
8.Assignment.
9.Tags.
10.Articles.
12- Regional:
ERPNext aims to support local regulation for all the regions in the
world. In most cases ERPNext is very flexible so you can easily add
Custom Fields and make Custom Reports to support the regluation
of your region.
As of mid-2017, ERPNext aims to pre-set additional fields and forms
required for companies to easily submit reports to the relevant
authorities.
This section is still under-development
Regions
1.India.
13- Customized ERPNext:
ERPNext offers many tools to customize
the system.

You simplify the forms by hiding features

you don’t need using Disable Features and
Module Setup, add Custom Fields, change
form properties, like adding more options
to drop-downs or hiding fields using
Customize Form View and make your
own Print Formats by using HTML
Templates. You can also create multiple
Letter Heads for your Prints.
Topics
1.Custom Field.
2.Customize Form.
3.Custom Duotype.
4.Document Title.
5.Hiding Modules And Features.
6.Print Format.
7.Custom Scripts.
8.Articles.
9.Kanban Board.
14- Education:
The Education domain in ERPNext is designed to meet
requirements of any organization which imparts
knowledge and believe in doing it in an organized
fashion. It has already been used at schools, colleges
and even in private firms.
It helps you effectively manage administrative side and
allows you to focus on what is most important for your
institute, to educate!
Contents of ERPNext
Education Domain:
Using Education module of ERPNext, you can effectively
manage operations like:
•Managing Student
•Program and Courses
•Online Admissions
•Student Attendance
•Course Scheduling
•Assessment Planning and Assessment Result
•Fee Structure and Fee Receipt
User Manual:
Education Institute needs lots more than Education module, and
ERPNext has all of it available built-in.
• You track your books of accounts using Accounts module.
• Manage payroll, leaves and claims of your admin and teaching
staff in the HR module.
• Organize your purchases and place an approval system.
Here is the stepwise guide on each functionality of ERPNext
Education module.
1. Student.
2. Admission.
3. Attendance.
4. Schedule.
5. Fees.
6. Setup.
7. Assessment.
8. Assessment Reports.
9. Tools.
15- ERPNext Integration:
1.Amazon Integration.
2.Shopify Integration.
3.Woocommerce Integration.
Day 5.
First Session: 9:00 am – 12:00 pm.
Second Session: 1:00 pm – 3:00 pm.
 Quality Management System.
 QMS Topics.
 Agriculture.
 Agriculture User Manual.
 Healthcare.
 Healthcare User Manual.
 Hospitality.
 Manage Hotels.
 Nonprofit.
 Nonprofit User Manual.
 Open Discussion.
 Icebreaker 5

My Slogan:
After you explain that many
companies have slogans or mottoes
which reflect their values, ask each
person to write (or borrow) a slogan
to describe him or herself and share
that with the group.
16- Quality Management System:
Quality management is the act of overseeing all
activities and tasks needed to maintain a
desired level of excellence.
Quality Management System is used to comply
with ISO quality standards. The tool eliminates
the need for paper records and replaces them
with electronic systems. The application helps
service and manufacturing companies to
manage day-to-day work and instills full
transparency across the system. It helps the
organization in making Quality Goal and
design Quality Procedures to achieve it.
Topics
1.Quality Goal.
2.Quality Procedure.
3.Tree Of Procedure.
4.Quality Review.
5.Quality Action.
6.Quality Meeting.
7.Customer Feedback.
17- Agriculture:
Farmers know that even a small operation
requires intensive recordkeeping. A well-run farm
requires proper management of accounting,
payroll, suppliers, customers and logistics to name
a few areas. ERPNext already helps organize these
activities.

Capture Land Units and Manage

Crops
A farm requires additional
attention to manage its productive
units (plots of land), time sensitive
crop activities (such as planting,
irrigating, fertilizing etc.),
recording environmental and crop
data for analysis, and reports to
help make effective decisions.
Agriculture allows you to:
Manage the physical spaces where you plant your
crops
• Manage your crops
• Record analysis data
• Plan activities related to your crops
• Record sale of the harvest or transfer to
warehouse for further processing
• View reports

Agriculture User Manual

1. Crops And Land.
2. Analytics.
3. Diseases And Fertilizer.
18- Healthcare:
Life is priceless, and you, as a
healthcare practitioner needs the
best of the tools to honor it.
ERPNext Healthcare domain is a
humble initiative to help you serve
your patients better.
What Healthcare Domain Covers?
ERPNext Healthcare helps you manage your hospital, clinic or
practice efficiently by scheduling Appointments,
capturing Vitals and managing medication and investigation
orders by recording Patient Encounters. You can easily pull out
a Patient's Medical History anytime to review the patient's past
conditions and treatments assisting you in providing effective, high
quality care. ERPNext Healthcare allows you manage
multiple Medical Code Standards like the ICD 10 and easily search
for Medical Codes simplifying the coding process. ERPNext
Healthcare also comes with a Laboratory module with predefined
templates for recording common Lab Tests.
Continued:
With ERPNext version 11, Healthcare
domain helps you define templates
for Clinical Procedures, schedule
appointments for procedures and also
record the consumption of Stock while
performing a procedure. Inpatient
ADT and related Billing features are
also made available. More importantly,
all of it seamlessly integrated with the
bulk of other useful features available in
ERPNext.
Contributors of ERPNext Healthcare domain

The Healthcare domain of ERPNext

is the first domain to be completely
contributed by a ERPNext
community member, earthians.
Listen to Anoop, founder of earthians
on what motivated him to venture
into Healthcare domain and how it
benefit all the stake holders of the
community.
Power your operations with

Of course, a Healthcare institution needs lots more than just the

Healthcare domain to operate efficiently - ERPNext has all of it
built-in, out of box!
• You can track your books of accounts using Accounts
module.
• Manage your staff's payroll, leaves, recruitment,
appraisals, claims and much more with HR module.
• Organize your Purchases and place an approval system.
• Track and manage your Pharmacy Stock and other
supplies effectively.
• Manage your Fixed Assets purchases and sales,
depreciation and ensure timely maintenance.
• Receive online payments and Integrations with other
services including various Google Services.
User Manual:
Following are detailed guides on each of the
functionalities ready for use in the ERPNext
Healthcare domain.
1. Patient.
2. Appointment.
3. Vital Signs.
4. Patient Encounter.
5. Medical Record.
6. Sample Collection.
7. Lab Test.
8. Inpatient Record.
9. Invoicing.
10. Inpatient Add.
11. Healthcare Practitioner.
12. Practitioner Schedule.
13. Medical Codes.
14. Setup.
15. Clinical Procedure.
16. Healthcare Service Unit.
18- Hospitality:
ERPNext Hospitality module is
designed to handle workflows for
Hotels and Restaurants. This is still in
early development stage.

Manage Restaurants:

The Restaurant module in ERPNext

will help you manage a chain of
restaurants. You can create
Restaurants, Menus, Tables,
Reservations and a manage Order
Entry and Billing.
Manage Hotels:
The Hotels module in ERPNext will help you
manage creating Hotel Rooms, create Hotel
Room Reservation. It will also help in
creating Invoice from hotel room reservation

1. Restaurant.

2. Restaurant Menu.

3. Reservations.

4. Order Entry.

5. Hotel Room.
19- Non-Profit:
People who change the world need the
tools to do it! The Non Profit Modules of
ERPNext is designed for a non-profit
organization, so that they can deliver
well on their noble cause of a better
world.
Manager Members, Donors,
Volunteers and More
This is a centralized system, which maintains and updates all the
activities related to an Organization.

This will track all activity related to Memberships, Chapters, Volunteer

Management, Donor Management, Event and Grant etc.
User Manual:
1. Membership.
2. Chapter.
3. Volunteer.
4. Donor.
5. Grant Application.
Open Discussion
Thank you