Getting Started with ERPNext - ERP tutorial
Summary
TLDRBienvenidos a Frappe Academy, donde aprenderás a configurar rápidamente tu cuenta en ERPNext, un ERP de código abierto que gestiona tus operaciones empresariales. Descubre cómo crear una empresa, un gráfico de cuentas y registrar tus primeros movimientos de ventas y compras. Aprende a crear productos, servicios, clientes y proveedores, y cómo realizar órdenes de venta y facturas de compra. ERPNext simplifica el proceso de gestión financiera y de inventario, permitiéndote actualizar tus cuentas automáticamente con cada transacción.
Takeaways
- 🚀 ERPNext es un sistema de gestión empresarial ERP de código abierto que permite gestionar operaciones de manera integral.
- 📊 ERPNext ofrece soporte para múltiples industrias, con dominios específicos que facilitan la adaptación de procesos empresariales.
- 🔖 Al iniciar sesión en ERPNext, se encuentra un panel con módulos como Contabilidad, Ventas, Compras y Existencias.
- 📋 Los documentos dentro de los módulos, como Empresa, Plan Contable, Artículos, Clientes, son portadores de información clave para las transacciones.
- 🏢 La creación de una empresa en ERPNext incluye detalles como moneda predeterminada, país y detalles bancarios, y permite múltiples empresas con sus propios registros.
- 📊 El Plan Contable en ERPNext es una representación visual de los libros mayor de la empresa basada en el sistema de contabilidad de doble entrada.
- 🛍️ La creación de artículos en ERPNext es esencial para registrar productos o servicios que la empresa ofrece, incluyendo información como código, nombre y precio de venta.
- 🏢 La creación de clientes y proveedores es un paso fundamental para registrar transacciones comerciales y mantener información de contacto.
- 📝 ERPNext permite registrar transacciones comerciales como órdenes de venta y facturas de compra, facilitando la actualización de cuentas.
- 🔍 La 'Awesome bar' de ERPNext es una herramienta de búsqueda poderosa que permite acceder rápidamente a documentos y módulos.
- 📈 Tras registrar transacciones, ERPNext actualiza automáticamente las cuentas y permite generar estados financieros como el Estado de Ganancias y Pérdidas, el Balance General y el Flujo de Efectivo.
Q & A
¿Qué es ERPNext y cómo ayuda a gestionar las operaciones de una empresa?
-ERPNext es un sistema de gestión empresarial (ERP) de código abierto que ayuda a gestionar las operaciones de una empresa de principio a fin, incluyendo módulos como Contabilidad, Ventas, Compras y Stock, y admite múltiples sectores como Manufactura, Salud, Minoristas, Educación y Servicios.
¿Qué es un ERP y cómo se representa en un sistema de software?
-Un ERP es una representación virtual de una empresa en un sistema de software, que permite gestionar todos los aspectos de la empresa, desde la gestión financiera hasta la logística y el marketing.
¿Qué es el módulo de 'Getting Started' y qué documentos contiene?
-El módulo de 'Getting Started' es una guía para los nuevos usuarios de ERPNext, que incluye documentos como Compañía, Plan Contable, Artículos, Clientes, entre otros, que son portadores de información y contienen datos sobre la empresa.
¿Qué son los documentos 'masters' y cómo se diferencian de los otros documentos en ERPNext?
-Los documentos 'masters' son aquellos que se requieren para llevar a cabo todas las transacciones operativas de la empresa y se representan en azul en ERPNext. Se diferencian de los otros documentos, que no crean registros y se representan en naranja.
¿Cómo se crea una nueva empresa en ERPNext y qué detalles se pueden agregar?
-Para crear una nueva empresa en ERPNext, se va al documento 'Compañía'. Allí se pueden agregar detalles como la moneda predeterminada, el país y los detalles del banco. También se pueden crear múltiples empresas, cada una con sus propias transacciones y plan contable.
¿Qué es el 'Plan Contable' y cómo se representa en ERPNext?
-El 'Plan Contable' es una visualización de todos los libros mayores de una empresa, basada en el sistema de contabilidad de doble entrada. Se representa en una estructura de árbol con diferentes ramas y nodos, que se pueden expandir o contraer con un solo clic.
¿Cómo se crea un nuevo artículo en ERPNext y qué detalles son necesarios?
-Para crear un nuevo artículo en ERPNext, se va al documento 'Artículos' y se hace clic en 'Nuevo registro'. Se añaden detalles básicos como el código del artículo, el nombre, el grupo de artículos, la stock inicial y el precio de venta estándar.
¿Cómo se crean los registros de clientes y proveedores en ERPNext?
-Se crean registros de clientes y proveedores en ERPNext haciendo clic en 'Nuevo' en sus respectivos módulos. Se añaden detalles como el nombre completo, tipo de cliente o proveedor, grupo, territorio, y detalles de contacto y dirección.
¿Qué es la 'Barra Awesome' y cómo se usa en ERPNext?
-La 'Barra Awesome' es una función de búsqueda en ERPNext que permite encontrar cualquier documento o navegar a cualquier módulo de la aplicación. Funciona de manera similar a Google, ofreciendo sugerencias mientras se escribe.
¿Cómo se crea una 'Orden de Venta' en ERPNext y qué detalles se requieren?
-Para crear una 'Orden de Venta' en ERPNext, se busca 'Orden de Venta' en la 'Barra Awesome', se selecciona la lista de 'Órdenes de Venta' y se hace clic en 'Nuevo'. Se selecciona el cliente y la fecha de entrega, y se añaden los detalles del artículo, la cantidad y el precio en una tabla.
¿Cómo se gestionan las transacciones de ventas y compras en ERPNext y cómo se actualizan las cuentas?
-Las transacciones de ventas y compras se gestionan en ERPNext a través de documentos como 'Orden de Venta', 'Factura de Venta' y 'Factura de Compra'. Una vez creadas, las cuentas se actualizan automáticamente basándose en estas transacciones, lo que permite tener un seguimiento en tiempo real de la situación financiera de la empresa.
Outlines
😀 Introducción a la configuración básica de ERPNext
El primer párrafo presenta una guía sobre cómo comenzar con ERPNext, una plataforma de recursos empresariales (ERP) de código abierto. Se explica que ERPNext es una representación virtual de una empresa en un sistema de software que cubre operaciones de extremo a extremo y se adapta a diversas industrias como la manufactura, atención médica, minoristas, educación y servicios. El script sigue el ejemplo de 'Frappe Furniture', una empresa hipotética de fabricación y venta de muebles, para ilustrar cómo configurar las operaciones en ERPNext. Se mencionan módulos como Contabilidad, Ventas, Compras y Almacenes, y se destaca la importancia de los documentos maestros y sus roles en las transacciones operativas.
📝 Creación de registros y transacciones en ERPNext
El segundo párrafo se enfoca en la creación de registros y transacciones dentro de ERPNext. Se describe el proceso de crear un nuevo artículo ('Classic Wooden Wardrobe') y sus detalles, como código, grupo de artículos, stock inicial y precio de venta. Luego, se ilustra cómo crear un cliente ('Tranquil Hotels') y capturar sus detalles de contacto. Seguidamente, se menciona la creación de un proveedor para la adquisición de madera de contrachapado. El guion también introduce el 'Awesome bar', una herramienta de búsqueda que permite acceder rápidamente a cualquier documento. Se detalla el proceso de crear un pedido de venta, incluyendo la selección del cliente, fecha de entrega y detalles del artículo, y cómo se genera automáticamente una factura de venta a partir de un pedido de venta. Finalmente, se menciona la capacidad de ERPNext para actualizar automáticamente las cuentas a través de las transacciones registradas y se invita al espectador a explorar otros módulos y a buscar ayuda adicional si es necesario.
Mindmap
Keywords
💡ERPNext
💡Configuración básica
💡Módulos
💡Documentos maestros
💡Plan contable
💡Artículos
💡Clientes
💡Proveedores
💡Transacciones
💡Estado de ganancias y pérdidas
💡Soporte
Highlights
Introduction to Frappe Academy and ERPNext setup for new users.
ERPNext as a 100% Open Source ERP system for managing end-to-end operations.
Industry-specific domains available in ERPNext for tailored business process mapping.
Overview of the dashboard and modules upon logging into an ERPNext account.
Explanation of ERPNext documents as information carriers within the system.
Differentiation between blue master documents and orange non-record creating documents.
Setup of a company profile including default currency, country, and bank details.
Capability to create multiple companies with unique transactional and accounting settings.
Introduction to the Chart Of Accounts and its importance in double entry accounting.
Visualization of company ledgers and account management within the Chart Of Accounts.
Process of creating new accounts or modifying existing ones in the Chart Of Accounts.
Creating and managing items or products offered by the company.
Entering and updating item details such as code, name, stock, and selling price.
Creating customer records with contact and address information.
Setting up supplier profiles for managing raw material or service procurement.
Utilization of the Awesome bar for document search and module navigation.
Creating a Sales Order and the process of adding items and quantities.
Automatic fetching of item details in transactions to avoid repetitive data entry.
Conversion of a Sales Order to a Sales Invoice with automatic detail transfer.
Generation of financial statements like Profit and Loss, Balance Sheet, and Cash Flow.
Encouragement to explore ERPNext modules and domains for hands-on experience.
Availability of the User Manual for detailed guidance on system usage.
Mention of support ticket system for additional assistance within ERPNext.
Invitation for feedback and engagement through comments and notifications.
Transcripts
Hello! Welcome to Frappe Academy!
If you’re a new user who has just created an account in ERPNext,
you must be wondering how to get started?
In this video, I am going to show you
how to do a basic ERPNext setup, in under 10 minutes.
By the end of this video,
you will have the basics of your business recorded in the system,
and you should be ready to record
your first Sales and Purchase transactions as well!
For those of you who are new to ERPs,
an ERP is basically a virtual representation
of your company in a software system.
ERPNext is a 100% Open Source ERP.
It is a multi-dimensional software that
helps you to manage your end-to-end operations.
Not only this, there are several industry-specific
domains like Manufacturing,
Healthcare, Retail, Education, Services etc.,
that provides you with a skeleton with
which you can map all your processes.
In this video, we will follow through
the journey of my hypothetical manufacturing company, Frappe Furniture
which is a budding furniture manufacturing
and retailing company and
set up my operations in ERPNext.
The moment you log in to your account,
you can see a dashboard with different cards.
These cards are our modules,
like Accounting, Selling, Buying, Stocks etc.
I will begin with the Getting Started module.
You will also see that each of the modules
has various documents within them
like Company, Chart of Accounts, Items, Customers etc.
These documents are your information carriers,
that hold the data about your company
and business in the form of fields within.
These are grouped under different sections
and denoted by different colors.
Blue or orange in this case.
The blue-colored documents are called the masters
which will be required to carry out all your operative transactions.
The orange ones are the documents where no records are created.
Now let’s go to Company.
Based on the details that you entered when you signed up,
a company would have been created already.
Your default currency, country, and bank details would have been added.
You can also create more companies if you wish to;
all these companies would be enlisted here and
each company can have it’s own Transactions,
Chart of accounts, and even its own currency!
Just so you know,
ERPNext also offers multi-currency transactions
and it is super easy to manage that!
Now, going back to our Getting started Module,
let's go to the Chart Of Accounts.
Chart of Accounts is a visual of all my company ledgers,
based on the double entry accounting system.
Here, on top, you can select the company
for which you want to see the Chart of Accounts.
As defaults, you would have some accounts
created already as per the Financial Standards,
represented in a tree kind of structure, with different branches.
You can call these folders, group nodes;
and the branches can be called leaf nodes.
The tree View in ERPNext allows the creation of nodes with a single click.
You can either go to each folder and see the account,
or just click on “Expand All” from here.
Now, we can see that an accounting ledger has been created
for every kind of transaction that you
would want to have in your company.
The balance & currency is also indicated here.
Now that is a pretty good start!
If you still wish to create a new account,
you can do so by clicking on New
or you can open individual ledgers and view them.
On opening this ledger, you will be
able to Update the Account Number or Name,
Merge this account with another one,
Go to Chart of Accounts, view the Ledger,
or Convert this to a Group account.
So, now that I have my company created,
my Chart of accounts are in place,
all I have to do is some business!
I will now create an item that I am going to sell.
It can be any product or service that my company offers.
So let’s go back to Getting Started and
click on Item and create a new record.
Now, remember that whenever we want to
create a new record in items or any other kind of master,
a Quick Create window will pop up
where you can add all the basic details.
If you wish, you can also select the option of
“Edit in Full Page” to add more information.
Now, coming back to items,
add the item code if you already have one.
Since I don't, I will just make one up and add it.
Now let's add the Item name as Classic Wooden Wardrobe.
You can select the item group from the given choices or create a new Item one;
I am selecting Products as my group here.
For me, the opening stock of Wardrobes is 500 units
and the standard selling rate is 10 USD!
An Extremely affordable wardrobe,
do buy it if I have a real furniture company someday!
In the same way, add more products,
raw materials or services that you offer or even buy!
Now that I have money and items for my trade,
let me see who I can do the business with
I will have to create a customer for this, let’s say Tranquil Hotels
and now let me capture their details in here.
So let me add the Full Name, the Type of Customer,
it could be an individual or a Company, Customer Group,
you can select amongst the given options or create your own,
I am going to keep this as the default, All Customer Groups,
and then I am going to select the Territory.
You can add the contact details of the customer;
their Email Id, Mobile Number, and their address.
You can also add multiple addresses for each customer.
Once you are done, save this customer!
Now I have the item, I have my customer
Let us also create a supplier in a similar fashion
I have a supplier who supplies the Plywood for my wardrobes,
so I will add them to my Supplier List.
Click on New, add the name of the supplier,
Select a supplier group, as to what kind of items are they supplying to you.
I will select Raw Material here, and the supplier type,
company or individual and I am done!
I can add their contact details and address later
while editing the complete form.
Now that I have my basic masters like company.
accounts, items, customer and supplier ready,
let’s record a couple of sales and purchase transactions here.
Before that, let me introduce you to the Awesome bar!
You can use this to search any document that you want to see
OR go to any of these modules and navigate from there.
Let’s say 20 of my wardrobes have to be sold out to Tranquil Hotels,
and now I will create a Sales Order.
All I need to do is, search for a Sales Order from the Awesome Bar.
As you can see, there are already a few suggestions, just like Google.
Let’s click on the Sales Order List; and there you go,
we have the list right here, without even navigating!
I will create a New Sales Order from this button.
Select the customer and the delivery date.
Here below is a table, wherein, I am going to add the Item Code
and the quantity;
the Item Name and the Rate as defined in the master
will be fetched automatically.
If needed, I can also add a new Rate.
The amount will get updated automatically in both cases.
Tables like these may be present in a lot of other documents as well,
and these are called Child Tables.
More about the child tables in the next lessons.
Let me save this transaction;
by default it is stored in Draft mode.
Since it is in draft mode, I can still make changes if I want.
Once I have submitted the transaction, it cannot be updated.
Which is also why ERPNext will actually ask you
if you are sure about submitting the transaction.
I will click on yes, and here
my first Sales Order is ready.
I can now print this Sales Order from this icon,
and can also send an email directly from within this transaction.
After creating a Sales Order, you can see that
I can also create multiple other transactions
from this create button, like Delivery Note,
Work Order, Material Request, etc.;
I will select Invoice, and fetching the
same details as that of the Sales Order,
a Sales Invoice will be created automatically.
No need of updating the same information in every transaction,
ERPNext will do it for you.
Just like a Sales Order, you can take a Print
of the Sales Invoice and all the other transactions
and record your conversation with the customer from here itself.
If you wish, you can also open
a new transaction and click on ‘Get Items From’
to fetch the details from other transactions.
I have also created a couple of Purchase Invoices
that you can see here in this list. Now, based on
all of these transactions and Stock Updates,
you can see a Profit and Loss Statement.
I can also switch to the Balance Sheet or the Cash Flow Statement.
So now, even I am doing business on ERPNext!
I just have to record a couple of transactions
and all my accounts would be updated automatically!
If this is not cool, I don’t know what is!
Do check out all the other modules in our upcoming videos.
Meanwhile, you can go ahead and
try to create some masters and transactions yourself,
feel free to play with the different modules and domains.
Also, remember that at any given point
if you can’t understand something,
you can check out our User Manual from here
which will give you a detailed understanding
of all the masters and transactions.
If at all you find it difficult to fetch the documentation on a topic,
don’t worry, ERPNext is pretty popular!
Just type ERPNext and the name of the document
that you wish to understand and voila!
You will find it in seconds; unless of course,
if you don’t have good network speed
then...well... What can I say!
In case you need additional assistance,
raise a support ticket anytime from within your ERPNext account.
You can also track the Issue status and expected resolution date!
Do comment and let us know your thoughts about this video.
Hit the bell icon if you wish to know
what happens next with Frappe Furniture!
تصفح المزيد من مقاطع الفيديو ذات الصلة
Bulk Create 1000 MONETIZABLE YouTube Shorts In 10 Min (ChatGPT + Canva)
Cómo Ser un Mejor Vendedor - Psicología del Ventas de Brian Tracy - Resumen Animado - LibrosAnimados
Amazon AWS LightSail. Trabajar con contenedores
📊 Tablas Dinámicas en GOOGLE SHEETS ¿Es más fácil que en Excel? 📈
😱como hacer un INVENTARIO y llevar un CONTROL de ENTRADAS Y SALIDAs |contabilidad emprendedores #2
1 Induccion Aplicacion Ventamovil
5.0 / 5 (0 votes)