31 lines
1.6 KiB
Markdown
31 lines
1.6 KiB
Markdown
---
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{
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"_label": "Implementation Strategy"
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}
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---
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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.
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- A Test Phase, where you enter dummy records representing your day to day transactions and a - Live Phase, where we start entering live data.
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### Test Phase
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- Read the Manual
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- Create your first Customer, Supplier and Item. Add a few more so you get familiar.
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- Create Customer Groups, Item Groups, Warehouses, Supplier Groups so that you can classify your Items.
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- Complete a standard sales cycle - Lead > Opportunity > Quotation > Sales Order > Delivery Note > Sales Invoice > Payment (Journal Voucher)
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- Complete a standard purchase cycle - Purchase Request > Purchase Order > Purchase Receipt > Payment (Journal Voucher).
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- Complete a manufacturing cycle (if applicable) - BOM > Production Planning Tool > Production Order > Stock Entry (issue) > Stock Entry (back-flush)
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> Tip: Use the 30-day free trial at [erpnext.com](https://erpnext.com) to do your test drive.
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### Live Phase
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Once you have made yourself familiar with ERPNext, start entering your live data!
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- Clean up the account of test data or better, start a fresh install.
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- Setup all the modules with Customer Groups, Item Groups, Warehouses, BOMs etc.
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- Import Customers, Suppliers, Items, Contacts and Addresses using Data Import Tool.
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- Import opening stock using Stock Reconciliation Tool.
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- Create opening accounting entries via Journal Voucher and create outstanding Sales Invoices and Purchase Invoices.
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