brotherton-erpnext/docs/docs.user.implement.strategy.md

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Implementation Strategy

Before you start managing your Operations in EPRNext, you must first become familiar with the system and the terms used. For this we recommend implementation should happen in two phases.

• A Test Phase, where you enter dummy records representing your day to day transactions and a - Live Phase, where we start entering live data.

Test Phase

• Read the Manual
• Create your first Customer, Supplier and Item. Add a few more so you get familiar.
• Create Customer Groups, Item Groups, Warehouses, Supplier Groups, so that you can classify your Items.
• Complete a standard sales cycle - Lead > Opportunity > Quotation > Sales Order > Delivery Note > Sales Invoice > Payment (Journal Voucher)
• Complete a standard purchase cycle - Purchase Request > Purchase Order > Purchase Receipt > Payment (Journal Voucher).
• Complete a manufacturing cycle (if applicable) - BOM > Production Planning Tool > Production Order > Stock Entry (issue) > Stock Entry (back-flush)

Tip: Use the 30-day free trial at erpnext.com to take your test drive.

Live Phase

Once you have made yourself familiar with ERPNext, start entering your live data!

• Clean up the account of test data or better, start a fresh install.
• Setup all the modules with Customer Groups, Item Groups, Warehouses, BOMs etc.
• Import Customers, Suppliers, Items, Contacts and Addresses using Data Import Tool.
• Import opening stock using Stock Reconciliation Tool.
• Create opening accounting entries via Journal Voucher and create outstanding Sales Invoices and Purchase Invoices.