跳到主要内容

官方ERPNext培训大纲

  1. Introduction to ERP and ERPNext setup

    • Setting up Masters
    • Basic Transaction Flow
    • User Creation, Roles & Permission
    • Data Import & Export
    • Email Account Setup
  1. 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
  1. Basic Accounting & Taxation

    • Chart of Accounts
    • Opening Entries
    • Invoicing & Payments
    • Taxation
    • Financial Reports
  1. Advance Accounting

    • Multicurrency Billing & Transaction
    • Dimension & Budgeting
    • Periodic and Perpetual Inventory
    • Bank Reconciliation
    • Period Closing Voucher
    • Deferred Revenue and Expenses
    • Reports
  2. Stock Module

    • Stock Valuation Methods
    • Serialized and Batched Items
    • Stock Transactions & Settings
    • Landed cost voucher
    • Stock Reports
  3. Manufacturing Module

    • Master Data and Settings
    • BOM and Multilevel BOM
    • Production & Material Planning
    • Work Order and Work Order with Operations
    • Subcontracting Cycle
    • Reports
  4. HR Management

    • Employee Master Data & Lifecycle Management
    • Staffing Plan
    • Attendance and Leave Management
    • Expense Claim Cycle
    • Reports
  5. Payroll Management

    • Payroll Setup
    • Salary Structure and Assignment
    • Employee Tax Exemption Cycle
    • Additional Benefit
    • Reports
  6. Service

    • CRM Setup and Cycle
    • Project Management
    • Support Setup and Cycle
    • Reports
  7. E-Commerce and Website Management

    • E-Commerce Set up
    • Website Set up