All Courses ERPNext Basics for Employees
ERPNext Basics for Employees
This course is designed to help Exeliq team members understand and efficiently use ERPNext for daily business operations. It provides a step-by-step walkthrough of key workflows including material requests, purchase processes, work orders, and inventory management. Through short, practical video lessons, employees will learn how to navigate the system, perform transactions, and maintain accurate data within ERPNext.
Instructors:
PA Prince Agarwal
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18 Lessons

The Exeliq ERPNext Internal Training Program is a structured learning course created to onboard and train employees on the effective usage of ERPNext in real-world business scenarios.


This course focuses on practical execution rather than theory, ensuring that every team member can confidently perform their day-to-day tasks within the ERP system.


The training begins with basic system navigation and gradually progresses to core operational processes such as:

  1. Creating and managing Material Requests (MR)
  2. Handling non-existing item requests
  3. Project creation and management
  4. Bill of Materials (BOM) creation
  5. Work Order (WO) creation and execution
  6. Material reservation and stock handling
  7. Purchase Order (PO) lifecycle and vendor interaction
  8. Purchase receipt and invoice entry


Each module is supported with concise video demonstrations, enabling users to learn quickly and apply their knowledge immediately. By the end of this course, employees will be able to:

  1. Navigate ERPNext confidently
  2. Execute complete procurement and production workflows
  3. Maintain accurate inventory and transaction records
  4. Understand the linkage between different ERP modules


This course is intended for internal use and is essential for all team members involved in operations, procurement, production, and project management.

Course Content
This chapter introduces the fundamentals of ERPNext, helping users understand how to access the system and navigate through its interface. It lays the foundation for all subsequent operational workflows.
ERP Login & Access Setup
System Navigation & Interface Overview
This chapter focuses on how to request and manage materials within ERPNext. It covers both standard material requests and handling of items that are not yet available in the system.
Creating Material Requests (MR)
Handling Requests for New or Non-Existing Items
Raise MR from BOM
This chapter explains the complete procurement workflow in ERPNext, including supplier creation, purchase requests, Purchase Orders, goods receipt, and supplier invoice processing.
Creating Suppliers in ERPNext
Purchase Order (PO) Creation
Sending Purchase Orders to Vendors
Generating Multiple Purchase Orders from a Single Material Request
Purchase Receipt (GRN) Process
Purchase Invoice Entry
This chapter covers the complete production workflow in ERPNext, including project setup, Bill of Materials (BOM), Work Orders, and material handling during production.
Project Creation & Management
Bill of Materials (BOM) Creation
Work Order Creation from BOM
Material Requests from Work Orders
Stock Updates & Refresh in Work Orders
Material Reservation in Work Orders
Reverting Reserved Materials
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