I was trying to learn how ERPNext would work for Indian companies. Everything from taxation, GST and its nuances, Accounting, sales, purchase, manufacturing, POS, everything?
If you only know how many courses exist.
However no business is similar to the other, best way to learn is to deploy a local sandbox and play around with stuff.
1 Like
This guide was shared by someone on the Frappe Forum in a related discussion.
When setting up ERPNext for the first time, the most important thing is to follow a logical order, otherwise you end up redoing things later. There isn’t a single official “blueprint”, but this sequence works well for most companies.
Start with the basics of the system: set the timezone, language, fiscal year, currency, and create users with basic roles. This makes sure dates, numbers, and permissions behave correctly from the beginning.
Next, configure the Company itself: company details, address, logo/letterhead, default currency, and fiscal year. This is the legal foundation of everything else.
After that, focus on Accounting. Review or select the Chart of Accounts and make sure you have the main accounts in place (bank, cash, receivable, payable, sales, purchases, taxes). It’s important to do this early, before creating transactions.
Then configure Taxes: create basic sales tax and purchase tax templates and link them to the correct accounts. You don’t need advanced tax rules at the start, just make sure invoices calculate correctly.
Once accounting is ready, move to Stock and Items. Create warehouses, define stock settings (like valuation method), and then create items with proper units and default accounts. This avoids inventory and accounting errors later.
After that, set up Customers and Suppliers, plus basic selling and buying settings (price lists, payment terms if needed).
Only after all of the above should you enter opening balances (opening stock, receivables, payables, bank balances). This should be done as close as possible to your go-live date.
Other modules like HR, Payroll, Manufacturing, or advanced workflows can safely wait until the system is already running.
In short: system basics → company → accounts → taxes → stock & items → customers/suppliers → opening balances.
Keeping it simple at the start makes ERPNext much easier to manage later.
1 Like
Also I see sometimes the documentation goes missing big time. For example, here’s a page for which all links return 404: Introduction
And its not like I’m trying to scratch some untouched corners of ERPNext, its the index page of accounting module.
Jumping in on this older post because I’m curious if anyone found new resources or has tips for implementing ERPNext in small Indian businesses. Has there been any update on courses that focus more on Indian compliance, like GST or taxation? It’d be great to hear if any new resources or tools have helped anyone recently!