ERPNext configuration, integrations and training

Set up ERPNext for the work your team does.

Need different fields, approval steps, invoice layouts or connections to other tools? We configure ERPNext, build agreed integrations and train your team on the tasks they need to complete.

FREE SOFTWARE. NO PER-USER LICENSE FEES.

Why choose ERPNext?

Run your accounts, sales, stock and production in one system. Keep the software free and pay for the work and infrastructure you need.

Free software

ERPNext has no software license fee. Hosting, setup, migration and support are separate costs.

Unlimited users

Add your team without per-user software fees. Choose hosting with enough capacity for your workload.

Open source

Access the source code, customize the system and choose who hosts and supports it.

One connected system

Keep accounting, sales, purchasing, inventory and manufacturing working with the same data.

Built around your work

Set up approvals, roles, forms and reports for the way your team operates.

Connect your tools

Use APIs and integrations to connect ERPNext with your ecommerce store and other business software.

The software is free. Fullsend’s implementation, migration, custom development and support are paid services. ERPNext pricing explained

WHAT’S INCLUDED

What we do.

01

Fields, permissions and document layouts

Configure agreed fields, user access, approval steps, reports and print formats. Identify changes that need custom code before adding them to the scope.

02

Connections to your other tools

Build the agreed connections, define which records move and which system owns each value. Check normal transactions, duplicate records and error recovery.

03

Training for daily tasks

Practise the tasks each role uses in your configured system. Provide written instructions or recorded walkthroughs and agree who handles ongoing questions.

HOW DELIVERY WORKS

How we get
the work done.

STEP 01

Agree the changes and responsibilities

Use examples of the forms, documents and tasks you need. List setup changes, custom development and connections separately, with costs and owners before work starts.

STEP 02

Test the setup and each connection

Check approvals and restricted actions with ordinary user accounts. Test data exchange, retries and failure alerts in a test environment before changing your live system.

STEP 03

Practise, document and hand over

Have your users complete agreed tasks, record remaining problems and approve the changes. Provide instructions and document access, integration ownership and support arrangements.

Read the 400-question requirements checklist

ERPNext configuration, integrations and training

Questions,
answered.

Can you improve an existing ERPNext setup?

Yes. We review your version, apps and current configuration before scoping changes to forms, permissions, approvals, reports or connections.

Which tools can you connect to ERPNext?

We assess the tools you use, their APIs or supported connectors, the data they need to exchange and access requirements before quoting an integration.

Is this a full ERPNext implementation?

This service covers agreed configuration, integrations and training. A full rollout with module planning and data migration is scoped through our ERPNext implementation service.

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