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[Tutorial] Setting up company for absolute beginners

No problem.

I am having to work through these issues so might as well publish my document.

Section 1 - Company profile including factory layout
Section 2 - ERPNext Install/configuration (Items, BOMs, Routings)

I will setup a new thread and start putting things together soon.



Just today i was making a company n it took me such a long time to add bank account to it …i am still not sure if i have done it properly…so any input from you would be a great help

27.Customization (especially fetching values)

I Agree with the methodology of explaining processes not features.

If I want to implement an ERP I have a specific requirement to fulfill(payment for example). A guide, step by step, showing me which doctypes I need to use to complete my assignments is more useful than manuals explaining each doctype.

Don’t get me wrong, we need manuals for each doctype however I don’t think they are required for the initial implementation and we are lacking those materials.


Learning by example is the best approach, starting by preparing master data for the full cycle, then showing required transactions included in the cycle.

By cycle I can say procure to pay, order to cash,…


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One example can be specific to creating custom BOM for quotations.

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No problem.

Please note this will be for a new company following setup.

Can I attach word docs to posts?

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Any progress in this …did anyone make any doc .

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I have started but im a little busy at work so havnt had a chance to put some effort in… will try and get to it over the weekend


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What topics r you working on …is it ok if i work on creating compAny ,generating bom,quotation,sales order,delivery note ,sales invoice…shall i go ahead

Well, I have a process document I created for installing ERP on a VPS including setting SSL and swap etc… Then I have adding a few fields and changing naming series to import some existing supplier data…

That is mostly redundant as we are starting from scratch… you could go ahead if you have time and start working on some sections, but you kinda need to start from the beginning… in which case, you could create the document??? :slight_smile:


Thanks for the great job you’re doing. It’s really appreciated. Any chance you could add mysql/mariadb optimization steps to this list? I found that many newbies leave the default configuration and it works at first, and then down the line database queries force sytem slowdown and sometimes system freeze.

I have a possible curriculum and partial guide on setting up, but money and resources are tight. I also had great screen captures of ERPNext 11.

I was using OBS

And here is the structure I had thought about. Please note that this is a Work In Progress. Your contributions are greatly appreciated.


@Tropicalrambler This is excellent! My document wont be as detailed as this though!


EDIT:: I have setup a new topic to publish my document.

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Looks like I cannot attach word documents to posts…??? Any ideas?

If possible please try to follow this request

This could help : Maintenance for ERPNext Performance


Where can I find this guide?

It’s a work in progress, you can click the link on the post above to see it

I will appreciate if I can get access to the spreadsheet used in this video tutorial.