This document assumes you are curious to know what ERPNext is about and you are interested in learning how to use it.
ERPnext is a software that runs on a linux computer (on virtualbox in any OS) or a server. You access it with a web browser. You enter information about many things related to your company or organization:
- Customers
- Suppliers
- Sales
- Accounting
- Inventory of Items (Stock)
- Projects
- Manufacturing
- Retail sales
It is also incorporating several domain specific functions for industries such as:
- Education
- Agriculture
- Healthcare
- Non-Profits
ERPNext already has basic documentation, videos and a support group with plenty of community members that can support you on your journey to learn how to use this software.
ERPNext also allows your suppliers and customers to access a portal to manage information related to your company, and it also has a web site for e-commerce.
- Supplier and Customer Portal
- Web site
- Comercio electronico (e-commerce)
The following course or tutorial is divided into 5 modules, which will enable you to master ERPNext.
- Module 1: Introduction to ERPNext
- Module 2: Basic usage
- Module 3: Intermediate usage
- Module 4: Advanced usage
- Module 5: Becoming an expert
This course is divided in 5 modules. Each module will take your learning from the general to the more specific, in the same manner that we talk about a ship in general terms, each additional module will explore the topics with more specificity about the ship, such as propulsion systems, bilge systems, navigation, crew, etc. At the end we will reach detailed explanations about individual ship components such as engines, pumps, compass, captain's duties, etc. With this, you can revise the basics or go down to the details when necessary to master ERPNext.
I personally like a specific order to better refer to topics in a structured manner, so I have numbered items by levels, separated by decimals. Each module is at a level 1. Level 2 is represented by a level one number, separated by a decimal and another number, and then another number that begins the ordinal count of the topic within the module. You can refer to a specific topic by the number. This also will help when indexing. Each sub-topic is separated by a decimal point from the number that represents the parent or principal topic.
- How to access or install and configure ERPNext You use any web browser to manage anything related to ERPNext system.
You can run it locally on a linux machine, or in a virtual server on any operating system.
Ideally you use a web server with a public IP address so you can access the service from any internet connected device.
This module focuses on learning to set it up, configuring it and use this instance to satisfy the basic accounting and management needs of a business or non-profit.
The quickest and easiest way to learn it, is to open a trial account on erpnext.com Once set up, jump straigh to Module 2.
The next easiest way is to download a pre-installed virtual image to use with Oracle's VirtualBox. Download VirtualBox from here Since ERPNext is open source software, you can download a production image directly from this site and use for any purpose allowed in the license: https://erpnext.com/download You run virtualBox, import the appliance and start the server. Make sure you configure the virtual networking cards properly. I usually use a Bridged adapter to my existing WiFi connection on a MAC so that the virtual machine gets an IP address from my router. This way, I can access it using a local IP address on the web browser.
In this module we will learn how to use the program, how to configure the most important basics how to find help for specific questions and we will explore the concept of the DocTypes.
The rest of the module will be an initial exploration of the program modules for
- Accounting
- Human Resources
- Stock or Inventory
- Buying
- Selling
- CRM (Customer Resource Management)
- Manufacturing
- Projects
- Assets
- Web Site
- Basic operation of the Frappé/ ERPNext Framework
- Configure ERPNext to manage products and services for purchase or sale
- Configure your accounts, product and service groups
- Manage suppliers and customers
- Make a purchase cycle (from quotation to payment)
- Make a sales cycle (from a lead to receiving the customer's payment)
- Manage stock
- Open your web browser
- Type the IP address or domain name for your ERPNext server in the address bar for your browser.
- When the ERPNext access page is loaded, you should see a couple of fields requesting username and password, If you don't, click the link on the top right and select the menu item: "Switch to Desk"
- Enter your username
- Enter our password
- Press Sign In or type ENTER
- Ready, your ERPNext desk is shown
- From the desktop, click on the top right of the screen where your user is shown to show a collapsible menu.
- Click on My Settings
- In the page that is loaded, scroll down and in the section Change Password click to deploy and show the field where you can enter a new password
- Enter your new password
- Select (or not) the options to : 5.1 Email notification of password change 5.2 Logout of all devices while the password is changed.
- Scroll back up and click on Save
- From the desktop, click on the top right of the screen where your user is shown to show a collapsible menu.
- Click on My Settings
- In the Language field, click and scroll to select
- Select one language.
- Scroll back up and click on Save
- From the desktop, click on the top right of the screen where your user is shown to show a collapsible menu.
- Click on My Settings
- Scroll down and click on the More Information section to deploy it
- Add a gender
- Add a telefono
- Add a móvil
- Add a date of birth
- Add a location
- Add a short biography
- Select "Mute sounds" if you do not wish to listen to alert and confirmation sounds in ERPNext
- Scroll back up and click on Save
- From the desktop, click on the top right of the screen where your user is shown to show a collapsible menu.
- Click on My Settings
- Scroll down and click on the Desktop Background section to deploy it
- Click on Attach
- Browse and select an image file in .png or .jpg format in desirable dimensions and click Upload
- Check the background style, leaving it in full screen or tile as necessary.
- Modify the image and the background style, until satisfied with your background image.
- From the desktop, click on the top right of the screen where your user is shown to show a collapsible menu.
- Click on My Settings
- Scroll down and click on the Desktop Background section to deploy it
- Click on x on the side of the filename attached for the Background image to eliminate it.
- From the desktop, click on the top right of the screen where your user is shown to show a collapsible menu.
- Click on Set Desktop Icons
- You can choose to change By User and your user, or choose all
- You can also choose Select all and click again to unmark all
- Select the modules that you want to show on the desktop
- Scroll up and click on Save
To move the icons, click and hold until the icons shake Move the icon to the desired place When done, click on the desk for them to stay fixed again To eliminate an icon, follow the same procedure above, instead click the x to erase them
- Images
- Attachments
- Assignments
- Labels
- Users
- Sharing
- Time of creation and editing
- Comments
- Specific DocType action buttons
- The Make Button
- Duplicating documents I consider this particular feature of ERPNext one of the most useful for day to day transactions, because it allows you to copy data from an existing DocType such as a purchase order and create a new one with the same items, just changing the amount and date or other parameters to suit this particular doctype instance.
Example: A main or master DocType is one such as Item or Sales Invoice. A supporting DocType is an Item Attribute or a Sales Invoice Item
- User
- Item
- Item Price
- Customizing (adding fields)
- Series and numbering
Documentation YouTube Video Channel Discussion Forum Chapters
The importance of marking (or not) the checkbox "Maintain stock"
2.2.4.5 - Full purchase Cycle: Supplier quotation, purchase order, purchase receipt, purchase invoice and payment (Video 025)
2.2.5.5 - CFull sales cycle: Customer quotation, sales order, delivery note, sales invoice, payment request and payment (Video 030)
For manufacture or subcontracting
Rushabh - Frappe Portal, Website + Web Forms + E-commerce
Lanze su sitio en un servidor remoto si no lo ha habilitado.
En este caso, el sitio ejemplo maneja eventos. Cada evento tiene una imagen, un titulo, una fecha y un boton para reservar. Luego hay contenido sobre lo que el evento posee.
Se creara un modulo para eventos publicos en ERPNext. Luego se creará un objeto llamado "Evento". Para reservar un ticket, crearemos un objeto "Ticket" Esto son dos DocTypes que crearemos. Finalmente, crearemos una vista web.
Planifique su "tema" del sitio basado en sus colores.
Let's configure the theme. Hay un Standard theme, pero Hagamos uno nuevo. **WebSite > Setup > Website Theme >
- Add the theme name
- Make sure the Apply Style checbox is marked
- Check if it is a Custom stye
In this module we have learned the most basic and important aspects of ERPNext. We learned how to login, configure your user, configure your desktop icons, select your language, access the configuration menu and added a user.
We also learned about the very important Frappé framework, which empowers ERPNext beyond just the main and support DocTypes, especially its functionality allowing assignments of documents to other users, attaching files to these documents, sharing individual documents whose individual permits are restricted to certain users, track all activities on a document chronologically and by author, including the comments and communications that can be placed directly on the DocType. We also learned how to search for help and support.
We then initiated our exploration of the accounting modules by creating a company, cost centers, accounts and learning how to create accounting entries.
We saw the human resource module where we created the first employee. We moved to the stock module where we learned the importance of properly grouping items, an example of a coding scheme the creation of a pair of warehouses and then we learned to create items. Items are some of the most crucial parts of ERPNext.
After this we moved to know about the Buying module where we created a supplier, modified it made a quotation as furnished by the supplier, then a direct purchase, and finally a more formal purchase which includes a supplier quotation, purchase order, purchase receipt, purchase invoice and payment.
We saw then the same process, now in the Selling module, where we added a customer, modified its data, added a quotation to the customer and finally generated a more formal sale (sales cycle)
We checked how to use the CRM module to manage potential customers, allowing us to increase the service to the customer, create marketing campaigns and track leads until converting them to customers.
We checked the manufacturing module and its underpinning: The Bill of Materials (BOM) which allowed us to define which raw materials are needed for a specific product.
The Projects module was overseen, with the creation of a simple internal project with tasks and due dates. The assets module with its categories and assets, which we will learn how to depreciate and maintain in the next module. The WebSite module allowed us to create a simple webpage to serve to all users accesing from the web
3.2.1.3 - POS Configuration (Video 050) - original video
Discounts: If you apply a percentage discount over the Grand Total, the total will be: (Sum of itm x qty - Sales tax (included)) - ((Sum of itm x qty - Sales tax (included)) * % Discount)
If you apply a total discount amount over the Grand Total, the total will be: (Sum of itm x qty - Sales tax (included)) - (Discount Amount)
The subscriptions functionality in ERPNext allows you to create doctypes periodically
You may create subscriptions for documents like:
- Payment Entry
- Supplier Quotation
- Purchase Order
- Purchase Invoice
- Purchase Receipt
- Journal Entry
- Sales Order
- Sales Invoice
- Customer Quotation
- Delivery Notes
The documents will be created automatically, at the indicated time, as Draft You can indicate if you wish to have them validated automatically upon creation!
Suppose that you must create a purchase invoice for a monthly property rental manually. With subscriptions, you can create the first monthly invoice manually, and then enable the subscription so that it automatically generates the next month's purchase invoice, on the day of your choosing.
- To crate a subscription, you must have at least one document of the type you wish to repeat. If you have not done so, prepare the first one manually and save it.
- To create the subscription, write this in the empty text box at the top of every ERPNext instance, aka "Awesome Bar": New Subscription
- Enter the reference DocType for your subscription
- Enter the series and number of the document that you wish to repeat, this is the same as you created in step 1
- Select the frequency you wish for the subscription, this can be:
- Daily
- Weekly
- Monthly: You must indicate the specific day of the month when you want it to be created.
- Quarterly: You must indicate the specific day of the month in which the quarter ends when you want it to repeat.
- Bi-anually
- Annual: You must indicate the specific day of the month in which the year ends when you want it to repeat.
- Indicate the initial date from where you wish to create the first one in the series.
- Indicate the last date or until when you no longer wish more documents to be created automatically.
- If the end date is before the next estimated date in the frequency, ERPNext will limit the creaiton of the document.
- Indicate if you wish the document to be Validated at the moment of creation.
- If you wish to automatically invoice a customer, and have automatic sending of sales invoice, check the field to generate and send the sales invoice automatically.
- Indicate if you wish to disable the subscription (even though you do not want to erase it)
- Indicate if you wish to be alerted vía email about the creation of the DocType. When selecting the field,
you must indicate the following.
- E-mail subject: You can use Jinja, for dynamic messages such as "New Sales Invoice #123", where 123 is the actual series number of the created document by the subscription settings.
- Email recipients, separated by a new line. You may add as many recipients as you wish.
- Print format
- Message: The message for the email can be formated with Jinja, so that you can use dynamic numbers, customer names, etc.
- Initial loading of inventory or stock
- Go to Stock module
- Select Stock entry
- Click on New
- Purpose: Material receipt
- Indicate destination Warehouse
- Enter the name or code of the product, where it says: Item Code
- Indicate the quantity to add or load in the inventory.
- Repeat for each desired product
- If no net rate or value is indicated by ERPNext (Purchase rat eminus sales tax), it will ask for it.
- Click on Save, and then Submit
Important: If you changed the default warehouse AFTER having created a product bundle, make sure you refresh or reload the page.
- Puedes establecer promociones en las cuales ofrece descuento en la compra de x cantidad de articulos
- Para cliente X, el precio de venta debe ser actualizado por y cantidad
- Los productos categorizados bajo el Grupo de Articulos especificado tienen el mismo precio de compra o venta.
- Los clientes que pertenecen a un grupo especifico de clientes obtienen precio de venta x o un descuento del y %
- Los proveedores bajo cierta categoría deben de tener un precio x.
- Puedes agregar margen de venta sobre lista de compras 6.1 Haga un listado de precios de compra y asegurese de ingresar un precio de compra en ese listado 6.2 Haga una regla de precio en la cual indique el codigo del articulo de compra. Indique que es una regla para la venta. 6.3 Agregue el margen porcentual que usted desea sobre el producto de compra 6.4 Haga su factura de venta y verá el margen aplicado.
A task is an allocation of work to be completed before a specific time. A task can exist by itself, or it can belong to a project.
If you wish to see how you create a task from a project, follow the instructiones from project.
To make a new Task, go to Projects > Tasks > New Enter the Subject or Title for the task. Select if it belongs to a project, if necessary. Enter the foreseen date from Beggining to End You may enter the Expected Time of the task in hours You may enter the progress in Percentage Indicate the specific details for this task textually.
If this task depends on another, indicate the previous task here
You may also assign or share a task with colleagues on ERPNext.
3.2.8.4 - Timesheet (Video 092) Original video
To keep track of the time used in a task, we create a timesheet Select activity type Indicate start time Indicate hours used End time is updated. Save the record.
In the related task you will be able to see the time spent on this task If the task belongs to a project, then the time spent will be updated there.
What we will see here
Presentation of the health module, link to module section 12 with details.
Presentation of the Education module, link to module section 11 with details.
Prepare a video of the workflow or best practices for services.
Prepare a video of the workflow or best practices for manufacturing.
4.1.3.8 - Shopify Module (Video 148) ERPNext Shopify webinar
With this integration to ERPNext:
- Whenever you add an Item or Customer to a Shopify Account, it synchronizes with ERPNext automatically adding the item or customer.
- If you add a new Item or Customer in ERPNext account, item should upload automatically to Shopify.
- You can manually force the synchronization of Items or Customers.
- You can receive orders from shopify Customers directly in ERPNext. Requirements: Shopify Account, ERPNext server with domain name
- Create a Price List in ERPNext specifically for Shopify Items, if desired.
- Create a specific Warehouse in ERPNext for Items sold that will keep track of items available for Shopify sales
- Create a specific Account where the deposits from Shopify sales will be registered, under short term assets.
- Create a specific naming series for shopify Sales Orders, if you want to differentiate them from other Sales Orders.
- Create a specific naming series for shopify Delivery Notes, if you want to differentiate them from other Delivery Notes.
- Create a specific naming series for shopify Sales Invoice, if you want to differentiate them from other Invoices.
-
On the left sidebar in the Shopify account administration, at the bottom you will see a link for Apps.
-
Click on the link to open the Shopify App Store
-
Search for ERPNext Connector
-
Click on Get to install it on your Shopify account This screen will notify you that ERPNext will have the ability to do the following:
- Modify products, variants and collections
- Modify customer details and customer groups
- Modify orders, transactions and fulfillments
-
Click on Install App
-
Enter the data required: Shop Name: Enter the name of your shop website as provided by Shopify: [yourstore].shopify.com ERPNext Site Name: This is the domain name where you are running ERPNext. Example: testsite.com ERPNext User Id: Enter the user ID (email address) of the user that will have access to synchronize. Password: The password associated with the ERPNext user indicated above.
-
Click on the Submit button.
-
The Shopify website should now show that the ERPNext app under the Installed apps
Ideally, the ERPNext server will update automatically to add the Shopify connector app. If not, make sure you install the application from Setup > Applications > Application Installer > ERPNext Shopify
- To access the Shopify Settings, type this in the Awesome Bar on top: Shopify settings
- Make sure the box entitled Enable Shopify is checked
- App Type: Public
- Shop URL: Enter the shop name as entered above [your_store].shopify.com
- Price List: Select the default ERPNext Price list
- Warehouse: Set the warehouse where Items will ship from, to fulfill Shopify orders.
- Cash/Bank Account: Set the ERPNext account that will keep track of the deposits fromShopify sales.
- Customer Group: Although this is automatically set from Shopify, you can set it manually here.
- Sales Order Series: Set the desired series to automatically generate when a shopify order is sincronized with ERPNext
- Map Shopify Tax / Shipping to ERPNext account 10.1 Add a row where you will define the Title of the Tax or Shipping charge 10.2 In the same row, select the ERPNext account where you want to tally these charges 10.3 The Title must equal the name of the additional items in the Shopify invoice. ??? TK
- Import Delivery Notes from Shopify on Shipment: mark if you want to create a delivery note based on items marked as shipped on Shopify. 11.1 You must select the Delivery Note series you wish for this
- Import Sales Invoice from Shopify if Payment is marked: mark if you want to create a Sales Invoice automatically if payment is added 12.1 You must select the Sales Invoice series you wish to use for this.
- From within ERPNext, to synchronize manually go to Shopify settings by entering it on the Awesome Bar and click on Sync Shopify
- A message will pop up stating: "Queued for syncing. It may take a few minutes to an hour if this is your first sync."
- On the settings page, a yellow banner will appear letting you know that: "The Last sync request is queued" This message will change to Last sync request was successful when the latest synchronization has finished successfully.
- If you press the Shopify Log button, you can view all the logs with their title a confirmation of the status, and the Status wheter is was a Success or *Failed
- If you now go to Stock > Items, you will see the items synchronized from Shopify. Each item will be identified by the Shopify Product ID, and will also have the Shopify characteristics such as Description, Image, etc.
- Go to Stock > Items and open each item you want to Synchronize to Shopify
- Each Item has a checkbox to Sync With Shopify. Make sure you check this box and Save the Item to confirm the changes.
- If you also want to Synchronize the Quantity in your warehouse with Shopify, then check the box Sync Quantity With Shopify. Again, Save the Item to confirm the changes.
- Go to Shopify settings and click Sync Shopify again to push the Items from ERPNext to Shopify.
- If you go to your Products page in Shopify, you will see the Items you just synchronized from ERPNext.
- In Shopify, you can add customers that will be synchronized with ERPNext automatically.
- In ERPNext go to Shopify settings and click Sync Shopify to synchronize customers.
- All the data, including address, will be synchronized to the Customer entry in ERPNext.
To Synchronize a Customer from ERPNext to Shopify:
- Open the Customer document for the desired Customer.
- Scroll down to the More Information section, and mark the checkbox entitled: Sync With Shopify
- Save the Customer to confirm the changes.
- Go to Shopify settings and click Sync Shopify to copy the Customer to Shopify.
Orders are synchronized one way only: From Shopify to ERPNext.
ERPNext only pulls orders from shopify! Your customers "Customer to Business (C2B)" place their orders in Shopify. Your customers "Business to Business (B2B)" place their orders vía the ERPNext portal and account you provide them. Even if you have products on your website, the link for placing an order should lead them to your Shopify shop. Once the order has been placed by the customer, the order will synchronize automatically with ERPNext. A Sales Order created in ERPNext will not synchronize to Shopify. It will only get Sales Orders from Shopify to ERPNext.
If Delivery Note checkbox is selected, ERPNext will synchronize them, and link them to related Sales Orders, Sales Invoices or Payments if any. Delivery notes will have both the Shopify Order ID and Shopify Fulfillment ID listed when they synchronize from Shopify. Delivery Notes from Shopify synchronization will always be in Draft status, so that you can edit them and modify them before submitting them. A submitted Delivery Note that satisfies the Sales Order or Sales Invoice means that the order has been fulfilled completely. a Delivery Note created primarily in ERPNext, will NOT synchronize to Shopify! It works only from Shopify to ERPNext.
If Sales Invoice checkbox is selected, ERPNext will create Sales Invoices. These Sales Invoices will be linked to Delivery Notes, Sales Orders and Payments if any. If Payment has been received, a linked Payment Entry will also be created in ERPNext.
When Items are synchronized from Shopify, the unique product ID from Shopify is copied to ERPNext so that it does not synchronize twice to Shopify from ERPNext in the next synchronization. Price List is also updated when synchronized from Shopify.
The Shopify application has a scheduler setup that will synchronize with Shopify frequently (exact timeframe?)
Pending questions to be answered: What happens with VAT if included in price with Shopify? How do we process a return from a customer:
- With refund?
- Without refund?
A best practice to use here is to prepend the name of your company to field names (A good practice to prevent errors when updating. You can always copy data from one field to another (column) using mariadb commands later)
Adding new fields to main doctypes (Customize)
A best practice to use here is to prepend the name of your company to field names (A good practice to prevent errors when updating. You can always copy data from one field to another (column) using mariadb commands later)
This particular instruction helps with child table doctypes
Basic jinja for print templates
Examples
A reconciliation allows you to enter the items that have been physically counted or observed in a warehouse on a specific date, and an account to cost or expense the items not found. You can also specify the cost center for this particular entry.
Each line lists the item, the warehouse and the amount actually verified in the warehouse. ERPNext will then fetch the valuation rate (or you may enter it yourself ?).
Once the DocType has been Validated, it will post corresponding GL Entries and Stock entries.
You can make as many stock reconciliations as necessary.
When you create a quotation request, you may invite the supplier to your portal to make an offer for the request.
This report shows the tasks overlayed in a calendar to visualize the required time to complete the task.
You may update the progress of the task (%) form the Gantt chart
Task dependency on another will be shown with an arrow.
Conclusion and summary of what we saw here.
What to expect
These topics have been reviewed, but perhaps a couple of example videos explaining an entire workflow or more advanced concepts or cases. Refer to original documentation to verify nothing is missing
These topics have been reviewed, but perhaps a couple of example videos explaining an entire workflow or more advanced concepts or cases. Refer to original documentation to verify nothing is missing
Refer to original documentation to verify nothing is missing
Refer to original documentation to verify nothing is missing
Refer to original documentation to verify nothing is missing
https://youtu.be/f6foQOyGzdA ###10.2 - Student Application - (Video 120) https://youtu.be/l8PUACusN3E
Students assigned to a course https://youtu.be/5K_smeeE1Q4
Agenda for each instructor and students https://youtu.be/iy-DBV9jI-A
A group that is assesed, a hierarchy of evaluations done in an academic year. https://youtu.be/I1T7Z2JbcP4
Schedules an assessment for a specific groups of students in a specific course. https://youtu.be/Q9CzzoYb_Js
The result of the assessments registers the score of the student in a specific evaluation. The assesment result tool, allows you to enter several student results at the same time, based on an assesment plan. https://youtu.be/U8ZRB8CM-UM
Category for fees and fee accounts ( The fee category is combined to calculate the total to be charged per student. (Monthly fee, yearly subscription fee, etc.) https://youtu.be/_ZkvyVnWgYk
Allows you to enter multiple fees for student groups at the same time.
CHow to create a single fee per student. And how to register the payment receipt. https://youtu.be/RfWOyjgxIZM
Refer to original documentation to verify nothing is missing
Refer to original documentation to verify nothing is missing
Refer to original documentation to verify nothing is missing
Refer to original documentation to verify nothing is missing
Check the forums to verify if there is a project already underway addressing the issue that you have.
Ideally you may participate in this project.
- These steps will lead you through setting up a Virtual Machine with a Linux .iso until you have a working ERPNext server for local use
- These instructions are based on what has worked for us.
- This setup is only recommended for a server that will be used locally!
- Visit https://www.virtualbox.org/
- Click the big blue button: "Download Virtual Box 5.x"
- Select your operating system.
- Install VirtualBox
- Corra VirtualBox
I personally like to run my development servers in Linux Server. You might also wish to use Ubuntu Desktop. To avoid compatibility issues I recommend 64-bit Ubuntu 16.04 LTS server. Visit the Ubuntu page to select the proper version for your needs. I suggest you use a torrent manager, you will get very fast downloads. I personally use μTorrent and on a 10Mb connection I get it downloaded in under 15 minutes.
- Go to the Ubuntu page to select the proper version for your needs
- Once you have selected what you need, you click on it to begin the download
- The download will be a .torrent file.
- If you double click on it or open your torrent manager, you will be able to add it to the torrent list
- Make sure you start the torrent and let it seed some time after downloading
- The result will be a .iso file which will be used to setup our Development server
- Open VirtualBox
- The first time you run, a welcome screen will show
- Click on New in the menu bar.
- Name: ERPNext-dev or similar
- Type: Linux
- Version: Ubuntu (64-bit)
- Click Continue
- Configure the memory size. Ideally, 1024MB
- Click Continue
- You will be asked to create a virtual Hard Disk, select Create a virtual hard disk now
- The size will be suggested, but at least 8-10GB should suffice.
- Click Create
- You will be prompted to select the file type for the virtual hard disk image.
- VirtualBox Disk Image will be selected for you, if not, choose it
- If you do not mind the space needed for the disk, select Dynamically Allocated
- I use Fixed Size
- You will be prompted for the name of the virtual hard disk file
- I use: ERPNext-dev-[description]
- Click on Create
- A new disk will be created, and the appliance added to the left bar of VirtualBox.
- Configure the Virtual Machine's networking by right clicking on it and selecting Settings
- On the Network tab, under Adapter 1, select Bridged Adapter
- Choose your current networking device (ideally, wehre the virtual machine can get an IP assigned by DHCP)
- Click OK
- Right click on Virtual Machine and select Settings again.
- Select the Storage tab
- Where it says Controller: IDE there is an Empty item with a CD icon. Click it.
- On the right pane, under Attributes you will see a field called Optical Drive. Click on the CD Icon beside it.
- A menu item will pop up, and one of them will say: Choose Virtual Optical Disk File. Click on it.
- Navigate to the folder where you downloaded the .iso file for Ubuntu and select it.
- Click Open
- You should now see the file oyu just choose under the Controller IDE item
- Click OK
- Select the Virtual Machine and click Start
- A Linux startup welcome screen will pop up asking for your default language. Use arrows to choose your language. Press ENTER to confirm.
- Select Install Ubuntu Server and press ENTER
- Select the language for installation and for the default system. Select using arrow keys and press ENTER
- Select your location and press ENTER
- Detect keyboard layout. Follow prompts and press ENTER when done. I usually end up with a "latam" auto-detected selection.
- Now it will proceed to install and then detect some hardware.
- It will ask for the hostname: ERPNext-dev or similar is fine. Press ENTER
- It will ask for a user name: James Bond (or your choice). Press ENTER
- It will ask for a user name for your account: james (or your choice) Press ENTER
- It will ask for a password: moneypenny (or your choice) Press ENTER
- It will ask you to re-enter the password to confirm: moneypenny (or your choice above) Press ENTER
- It asks for encryption of home directory. Since this is just a simple development server, I answer NO here. Press ENTER
- Confirm your time zone. Press ENTER
- Partition the disk and configure LVM
- Guided - use entire disk and set up LVM
- Select the disk displayed automatically on screen and press ENTER
- Select YES and Press ENTER
- Select Continue and Press ENTER
- Select YES and Press ENTER
- Installation will run.
- It will ask for a Proxy configuration if necessary. Highlight Continue with TAB and Press ENTER
- It will ask you for automatic updates. I usually select Install Security Updates Automatically
- It will ask for installation of some software packages, here I select:
- Samba file server - to access the files on my local network and work with my favorite editing software.
- Standard system utilities
- OpenSSH - to connect to the server from other machines in the network and run terminal commands
- Press TAB to highlight Continue and Press ENTER
- It will ask to setup GRUB boot loader. Choose YES. Press ENTER
- When complete, it will show a message and you can highlight Continue and Press **ENTER
- Set root password You will be prompted for the password for your user that you entered during installation. Then enter the root password twice to confirm.
sudo passwd root
- Enable root user
sudo passwd -u root
* to disable in the future:
sudo passwd -l root
- Switch to the root user
su root
- Open the sshd_config file to setup SSH connections
nano /etc/ssh/sshd_config
- Modify the following in the sshd_config file:
- Remove the "#" before the PermitRootLogin switch and add a yes at the end of that line. PermitRootLogin yes
- Add a no where it says: RSAAuthentication yes so it says: RSAAuthentication no
- Add a no where it says: PubkeyAuthentication yes so it says: PubkeyAuthentication no
- Add a yes and remove the "#" where it says: PasswordAuthentication yes
- Press CTRL + X, Y and ENTER
NOTE: These settings are for a development server on your local network, never use these settings in a production server!
- Restart the OpenSSH server to make changes active, by typing in the console
service ssh restartorsudo systemctl restart sshd.service
- Find your machine's IP Address by typing:
ifconfig* Where it says inet addr:xxx.xxx.xxx.xxx
- Try connecting vía a network machine or your local host (the machine hosting the virtual machine) terminal using SSH
ssh root@[ip_address_of_your_vm]
- Add users, primarily the root user
smbpasswd -a root
- Configure the server by modifying the .conf file
nano /etc/samba/smb.conf
- When open, scroll down to the shares definition section, close to [printers] section, and add these lines:
[ERPNext-root]
path = /
valid users = root
force user = root
read only = no
create mask = 0755
guest ok = yes
- Exit and Save with CTRL + X, Y and ENTER
- While we are at this, we might as well make sure the hostname is properly configured, so that it will be properly announced on the network when being setup, regardless of the IP.
nano /etc/hostname
Make sure the file has at least one line with the hostname you desire, less than 15 characters in length.
- Exit and Save with CTRL + X, Y and ENTER
- Restart your Samba server:
service smbd restart
- Test your configuration
testparm
- Reboot the server to have the hostname announced on the local network, using:
reboot
**DON'T Forget to snapshot at this point. This will enable you to browse the files on any network computer and modify them. I have a development server setup separately and work from other computers in the network.
- First, you will need to switch to the sudo user you configured during linux installation
IMPORTANT! ERPNext installation will fail if you install as root
su james
- Make sure Python and some features of it are installed.
sudo apt-get update
sudo apt-get install python-minimal && sudo apt-get install build-essential python-setuptools
- Now, change to the /home directory
cd /home
- Download the installation script for Frappe /ERPNext
sudo wget https://raw.githubusercontent.com/frappe/bench/master/playbooks/install.py
- Here, you might opt to install either the production or the development version. This choice is up to you, but I have found my workflow progresses faster working with a master Production instance of ERPNext. For ERPNext core features, a develop server is best.
sudo python install.py --production
- During installation you will be prompted for a Database password for root, and an Administrator password.
- When successful and done, a message will show:
Frappe/ERPNext has been successfully installed!
- To make maintenance easier, you can configure a profile file to take you directly to the frappe-bench directory
sudo nano ~/.bash_profile
- Add the following line:
cd /home/frappe/frappe-bench/
- Exit and Save with CTRL + X, Y and ENTER
- On the command line, once installed, you might have to start the frappe-bench.
cd /home/frappe/frappe-bench/
- Run the start command
bench start
Before you create your app, open this page in your web browser and find out the name of the icon you wish to use for your application.
You also need to pick a color for the icon background square, it can be either: Standard HTML color name: blue or Hex color value in the form: #000000
Find some ideas here: https://www.w3schools.com/colors/colors_names.asp
You also need to figure out which license you will use to publish your application, and jot down the keyword for the license.
Some ideas here: https://help.github.com/articles/licensing-a-repository/
If you already have a server with an instance of ERPNext running, you also need the site name for your instance of ERPNext.
From your Terminal or iTerm, using an SSH connection or directly.
- Navigate to the Frappe-Bench folder
cd /home/frappe/frappe-bench/
- Create the application
bench new-app [your_application_name]
Example:
bench new-app my-new-app
-
You will be prompted for
- A simple, one line description of your application
- Who is publishing the app
- E-mail of app publisher
- Application icon: octicon octicon-[name]
- Application module color: #000000
- License: gpl-3.0
-
Install the application to your site. Repeat command for any other site where you want the app
bench --site [site_name] install-app [name_of_your_app]
Example:
bench --site site1.local install-app my-new-app
- Note: Currently, the app is installed, but no icon will show on the ERPNext desktop in the web browser until you create the first DocType!
-
Create your fist DocType
- Open your web browser and type the server address where ERPNext is hosted.
- Login
- Once you are on the ERPNext desktop, click on the Awesome Bar on top, and type: new DocType
- Press ENTER
- A new DocType configuration page will open
- I suggest you create a Configuration DocType for the application first.
- In the Is Single field select YES
- Name: Configuration
- Click on Save
-
Enable developer mode in the terminal
cd /home/frappe/frappe-bench/sites/[your_site_name]
Then, open the site_config.json file to add the line that turns developer mode on:
nano site_config.json
Add the following line:
"developer_mode": 1,
Now, exit Save and confirm: CTRL + X, Y, ENTER
- Find your app in the linux directories: To modify your application, you can access the directory where the app files in the following folder, and select the files, modify them, etc.
cd /home/frappe/frappe-bench/apps/[name_of_your_app]
- Optional: Configure your application folder for tracking changes with GitHub Once inside the directory, run the following commands:
git init
It will confirm, if successful, with: Initialized empty Git repository in /home/frappe/frappe-bench/apps/[name_of_your_app]/.git/
- Add files to the local git repository This will add all the files currently in your folder, to the local git repository
git add .
- Now, commit your changes This prepares the changes and places them in the staging area from where they will be pushed.
git commit -m "[Add a short memo of your choice here]"
- Only once: If you haven't done so, go to your remote repository on GitHub or other server, and click on the copy link button on the top right of the repository.
git remote add origin [URL_that_you_copied]
This will set the default origin repository to push and pull from. You can verify it with:
git remote -v
You should get:
origin https://github.com/user/repo.git (fetch)
origin https://github.com/user/repo.git (push)
- Finally, push your changes onto the remote repository
Important: The following command assumes you have nothing in the remote repository yet!
git push -u origin master --force
For all other pushes in the future, just use:
git push origin master
15.5.2.10 - Creating Reports - Pages (Example: Sales Analytics, vs. Sales Analytics 2.0) (Video 258)
Many times, your cusotm application does not need sophisticated functionality, but instead requires useful records to become available or seamlessly appear in the ERPNext instance. Sometimes the amount of data is beyond the Data Import Tool limit. In this case we can bypass the data import tool and simply include them as a default when installing the application.
As you develop your application, add the records for the required doctypes in the most practical manner available to you.
Modify your hooks.py so that the fixtures = [] variable contains the DocType records you wish to include. For example, aside from the Custom Field or Custom Script that you already consider exporting, you wish to include a specific chart of Accounts, a set of Cost Centers and a bunch of Item Groups, then the line in hooks.py should read like this:
Before:
fixtures = ["Custom Field", "Custom Script"]
After:
fixtures = ["Custom Field", "Custom Script", "Account", "Cost Center", "Item Group"]
Save the file
Now, with the records neatly entered as you wish them, (and before making a commit and push to your git server), execute the following command on your development server:
cd /home/frappe/frappe-bench/ && bench export-fixtures
This command will create 5 .json files, one for each DocType, inside the /home/frappe/frappe-bench/apps/[app-name]/[app-name]/fixtures/ directory of your application, like this:
custom_field.json custom_script.json account.json cost_center.json item_group.json
These files will contain all the records that you saved previously, and awhen you install the application on any server, they will be automatically loaded. The user will not have to load them on their own.
Aside from the usual code >try > fail > recode > try again > succeed cycle, tests of the python scripts are crucial to ensure that the code is doing what it is supposed to do. Within the DocType that you are creating, it is imperative to create that least these three test files: test_[doctype-name].py test_[doctype-name].js test_records.json The Python and JavaScript files contain assertions that use the functions you coded as well as local functions and variables to explicitly confirm that the function in the software is doing what it is supposed to do. This process dramatically increases the integrity of the software, and clarifies it for those who are evaluating or auditing the code.
SHS made application, currently in alpha (may 2018) with the objective to contribute this to ERPNext core
SHS made application, currently in alpha (may 2018) with the objective to contribute this to ERPNext core
SHS made application, currently in Version 2.1.1 (may 2018). Regionalized application for generating electronic invoices in Guatemala
SHS made application, currently in planning phase (may 2018). Regionalized application for:
- Accessing bank records
- Programming payments
- Authorizing payments
- Supplementing existing conciliation programming in ERPNext
This module pulls the exchange rate published by the National Bank of Guatemala and makes it available to ERPNext, automatically.
Basado en el artículo de Arianna Thayer
Hablar del orden de su bodega puede ser algo aburrido, puesto que tiene otras cosas más importantes que hacer. ¿Para que ordenarlas adecuadamente?
- Reducir tiempo en buscar, obtener y utilizar insumos
- Minimizar los errores
- Minimizar desperdicios
- Cumplir con normativas de certificaciones
La combinación de esto evidentemente resulta en una reducción de costos y mejores ventas, los cuales se trasladan directamente a su operación. Una bodega ordenada hace las tareas más faciles, rápidas y efectivas. Cumplir ocn una certificación ayuda en abrir más mercados.
Entonces, si desea mejorar su operación partamos desde los estándares aceptados para manejo de bodegas. Estos estándares surgieron despues de muchas pruebas y errores en otras organizaciones a lo largo del tiempo. Conforme el paso del tiempo, se ha llegado a un común acuerdo desde lo informal hasta una formalidad, a lo cual se le llama Estándar de la industria. Aqui veremos los concéptos básicos que puede aplicar para tener excelentes resultados desde el inicio.
Al administrar las ubicaciones de las bodegas adecuadamente, se podrá utilizar herramientas y sistemas comúnmente utilizados como: obtención interactiva de objetos por fase ó ubicaciónes dinámicas.
Obtencion Interactiva de Objetos por Fase (OIOF): Interactive Wave Picking, le permite a la persona encargada de obtener objetos en bodega, de hacer su ruta eficiente, desglosando el total de articulos que recogerá en una sola lista que asegura que solo recorra una vez cada pasillo o estantería. Si tengo 5 pedidos con un total de 20 objetos, algunos de ellos repetidos, el sistema OIOF me desplegará la lista de tal manera que pase recogiendo cantidades de objetos a obtener, para cuando retorne a mi punto de partida, ya los asigne a los pedidos correspondientes.
https://www.skuvault.com/features/interactive-wavepicking.php https://en.wikipedia.org/wiki/Wave_picking https://www.skuvault.com/features https://en.wikipedia.org/wiki/Warehouse_management_system
Ubicaciónes dinámicas: En un sistema de ubicación dinámica, se permite que la ubicación de los productos cambie de posición en las ubicaciones de bodega. Un ejemplo de esto es que los productos más comunes puedan ser almacenados mas cercanos a la ubicación donde se empacan o utilizan.
http://microchannel.com.au/company-blog/march-2015/warehouse-management-static-vs-dynamic-slotting https://www.youtube.com/watch?v=31GfSd0oIzg
Ambas estructuras mencionadas arriba le permiten reducir el tiempo de obtención de los objetos.
Previo a sugerirle como nombrar sus bodegas, clarifiquemos la terminología.
Location: Un area designada y etiquetada en su bodega, en donde una persona va a obtener los objetos para un pedido. Tipicamente se identifica con una serie de codigos alfanumericos (que pueden incluir codificacion en barra) que pueden usarse para rápidamente registrar la salida o ingreso de un producto en sus sitema de administración de bodega (almacén)
Bin: Es cualquier tipo de almacenamiento adentro de uno o mas espacios o ubicaciones para el producto almacenado. (Por ejemploi: Un contenedor de clavos, otro de tornillos, etc.). Esta es la ubicación mas específica que se sugiere utilizar en una bodega. Ocasionalmente se puede intercambiar con el término Ubicación.
Shelf: El siguiente nivel de ubicación a la cual se le coloca nombre es el Entrepaño o Fila. Este es el espacio horizontal que atraviesa la enteridad de la Estantería en donde se ubica.
Rack: (Also: Unit or Section) Se refiere a la seccion de unidades o modulos que contienen Entrepaños para almacenar los productos. Dependiendo de la bodega, las Estanterías se pueden identificar como una unidad entera a lo largo de un Pasillo, o como secciones de Entrepaños largos. Se puede imaginar lo descrito como un montón de libreras alineadas en una fila, con cada librera en su propia Estantería dentro de la fila de Estanterías.
Aisle: La siguiente forma de indicar ubicación es por Pasillo, el cual se define como el espacio entre sus Estanterías por el cual se puede mover usted o su maquinaria de bodega (Montacargas, etc.)
Si deseamos ver una jerarquía de su bodega, lo lógico es entonces definirla de lo general a lo específico como:
Para nombrar su bodega, asegúrese de elejir algo que le funcione, y sea consistente en el esquema que elijió.
Las mejores prácticas para nombrar sus bodegas es la siguiente:
- Numere los Entrepaños del suelo hacia arriba. De esta forma, si necesita agregar entrepaños, no tiene que volver a etiquetarlos. Por ejemplo, si tiene una Estantería con cuatro Entrepaños, siendo el superior etiquetado como #1, y el de hasta abajo como el #4, si desea agregar ubicaciones (Entrepaños), su nueva ubicación (supongamos que es el Entrepaño #5) quedaría encima del Entrepaño #1. Evidentemente esto le complica todo.
- Es recomendable que cuando desee utilizar numeración en las ubicaciones, utilice un cero en todos los numeros inferiores a diez (Por Ejemplo: 01, 02, 03, etc.). Esto le permite a su sistema leer las ubicaciones alfanuméricas codificadas en código de barras, correctamente. Además, le simplifica la lectura a su personal, puesto que se acostumbran a leer dos dígitos siempre.
- Sea consistente. Un sistema inconsistente de etiquetado le herá más dificil el trabajo a sus empleados.
Debido a que la variedad de productos que se almacenan es muy cambiante, en algunos casos se necesita mucho detalle, y en otros se necesita menos detalle (Ej. Bodega que almacena neumáticos de vehiculo versus una que almacena componentes para computadoras)
Experts suggest that you arrange your warehouse in serpentine fashion, which allows your staff to move about in a snake or "S" like fashion by weaving in and out of the aisles to drop off or pick up the required items. In cases where you use the Interactive Wave Picking methodology, it reduces the amount of time used to obtain all those items necessary to fullfill the requirements.
The structure would look like this:
