Configuration of ERPNext

ITSV · November 12, 2025, 6:39am

Hello everyone.

We are new in the ERPNext, and would like your assistant. How can we fix that kind of messages/error in each of the modules: BUYING, SELLING, STOCK and CRM.

Many thanks!

saaad_asiiif · November 12, 2025, 7:07am

Hii there !

The messages you’re seeing are very common for new implementations, so nothing to worry this is just a standard part of the setup process. These are not system errors but permission issues.

Essentially, your user account it@esai.sv in your example pictures does not have the necessary roles assigned to it to view specific documents (like Opportunity, Bin, Sales Order, etc.).

In ERPNext, access to documents and reports is controlled by Roles and Role Permissions Manager. Your user needs the correct roles, and those roles need to have permissions defined for the specific documents.

A quick way to get started is to assign the System Manager role to your primary admin user. This role typically has access to everything. However, for production, it’s best practice to assign only the necessary roles for security.

ITSV · November 12, 2025, 2:03pm

Thank you for your update. Could you please detail the necessary steps to modify the user?

This is what we have in this moment: **
IT - Admin** —> Active —> System User

saaad_asiiif · November 12, 2025, 3:47pm

yesh, it is basically a 2 step process:

Step 1: Assign the Correct Roles to Your User

You need to ensure your user has the appropriate roles for their job function (e.g., Sales User, Stock User, Purchase User).

Go to the Awesome Bar (search bar at the top) and type “User”.
Find and open the User record you are logging in with (e.g., it@esai.sv).
In the user form, scroll down to the “Roles” section.
Add the necessary roles. For the modules you mentioned, you will likely need:
- CRM: Sales Manager or Sales User
- Selling: Sales Manager or Sales User
- Buying: Purchase Manager or Purchase User
- Stock: Stock User or Stock Manager
Click “Save”.

Step 2: Verify and Update Role Permissions (If Needed)

Sometimes, even with the correct role, specific permissions might be missing. This is often the case with custom roles or after updates.

Go to the Awesome Bar and search for “Role Permissions Manager”.
Here, you can check and update what each role is allowed to do.
Use the filters to find the specific Document Type (e.g., “Opportunity”, “Sales Order”, “Bin”).
Ensure that the roles you assigned in Step 1 (like Sales User, Stock User) have the permissions “Read”, “Write”, “Create”, “Submit”, “Cancel”, “Report”, “Import”, and “Export” as required for your business.
If a permission is missing, you can add it by selecting the Role and Document Type and applying the permissions.

After making these changes, log out and log back in for the new permissions to take effect. You should find that those error messages are gone, and you can access the modules seamlessly.

ITSV · November 13, 2025, 5:15am

Dear Saaad,

Thank you for your help. I found it somewhat difficult to follow the steps you provided. I may need some time to get familiar with the application.

Currently, I selected all (see the screenshot), saved, and logged in again. As a result, the messages disappeared from each of the modules I mentioned earlier. So, they no longer show the messages. Is this the correct process, or should I follow the steps you provided?

I also have another question:

I attached some new screenshots, but it seems that the width of my ERP window is cut off. What could be the reason for this and how to fix it?
I attempted to change from System User to System Manager but struggled to follow the steps. Perhaps my ERPNext needs further configuration, or the version might be outdated? Is there a video available that I can follow easily to change to System Manager?

Thank you for your assistance!

Best regards,

IT

saaad_asiiif · November 13, 2025, 5:40am

yesh the messages are gone bcz you assigned the “System Manager“ role to the user, and that role has access to everything in the ERP, but the right approach should be what i told in the steps above, first go to that user and then go to the Role and Permissions Tab and select the roles that you want to assign him/her, as i have attached the pic 1 see that for reference and each role you see here has specific permissions you can see that by going to the Role Permisssions Manager, there you can select the document type as that documnet that you want the permissions on or want the access to and the second field is the Role i.e the role which you want to give the access and permissions on that specific document, i have attached the 2nd pic for reference, in that you can see the document type as “Opportunity“ and you see the roles as Sales Manager and Sales User, that are by default and you can add new roles from here… right know these 2 roles have permissions on the Opportunity doctype and you can also set the permission from these checkboxes.

Also the second picture you have shown is basically the workspce of your ERP at the time of pic is in editing mode you can save that adn then refesh the page additionally you can toggle the side bar by the 3 ☰ lines alogside with Home or you can click on the user profile icon and in drop down you can set the Toggle Full Width.

Hope it help knows.

ITSV · November 13, 2025, 7:08am

Dear Saaad,

I appreciate your support.

It will take some time for me to become familiar with the functionality of the system. I know ERPNext is a powerful tool, and we chose it because it meets all the necessary modules we need.

This ticket is almost closed, but I have two important points I would like to verify:

In El Salvador, we will operate both for-profit and non-profit businesses. The new regulations from the Ministry of Finance state that individuals or companies must adopt an electronic invoicing system through the Ministry’s portal. The Ministry of Finance offers two options:

Ministry Systems: Taxpayers can choose to use the free electronic billing system provided by the Ministry of Finance (the only condition is that they have around 100 bills per month).
Use of Third-Party Software: Companies can also use commercial software solutions that integrate with the Ministry’s system.

I wonder if ERPNext has the functionality to develop our own electronic billing system (we want to centralize our own) that can integrate with the Ministry of Finance’s servers (e.g., using a JSON script) for transaction validation. This way, we could centralize our process, saving cost, instead of paying a third-party company. Does ERPNext include any manual about this particular case?

I look forward to hearing about your experiences with similar cases or any suggestions you might have.

Many thanks!