Getting Started with ERPNext: A Guide for New Users
New to ERPNext? Learn the basics of this powerful open-source ERP and how to set up your first company.
A Guide for New Users
ERPNext is a powerful, open-source ERP system designed for small and medium-sized businesses. Whether you're managing accounting, inventory, sales, or HR, ERPNext has modules to support every aspect of your business.
Step 1: Setup Wizard
Once you log in for the first time, ERPNext will guide you through a setup wizard. Here you can configure your:
- Company name and logo
- Default currency and country
- Chart of accounts
Step 2: Create Your First Customer and Item
Navigate to the CRM and Stock modules to add your customers and items. These will be useful when you start making invoices or delivery notes.
Step 3: Explore Modules
ERPNext offers modules like:
- Accounting
- Sales & Purchases
- Manufacturing
- Projects
- Website and Blogging
Each module is designed to work together seamlessly.
Why ERPNext?
- 100% open-source
- Cloud or self-hosted
- Customizable with apps and scripts
- Free for small businesses
Ready to dive deeper? Check out our documentation or reach out to our support team.
Othieno Benedict Ernest
Full-Stack Developer
