ERPNext lessons, straight from the field
Short, practical reads on accounts, stock, HR and payroll, implementation, security and development, drawn from real ERPNext deployments.
Your First Custom App on Frappe: Keep ERPNext Upgradable
Create a custom Frappe app with bench, install it on a site, and keep every ERPNext customisation in it so upgrades never wipe your work.
Script Reports in ERPNext: When SQL Is Not Enough
Build a standard Script Report in a custom app with Python and frappe.qb, add filters in JavaScript, and return a chart and summary cards.
ERPNext Dashboards: Number Cards and Charts Managers Use
Build ERPNext number cards and dashboard charts from documents or reports, put them on a workspace, and keep them fast and permission-safe.
ERPNext Report Builder: Useful Reports in Ten Minutes
Turn any ERPNext list into a saved report with the Report Builder: pick columns, add child table fields, group, total, save and email it without code.
ERPNext System Settings Every Administrator Should Review
The ERPNext System Settings that shape every user's day: formats, precision, rounding, scheduled jobs, sessions, files and report limits, and when to set them.
ERPNext Naming Series: Document Numbers That Make Sense
Design ERPNext naming series for invoices and orders: year and fiscal year tokens, company abbreviations, counters, naming rules and safe resets.
Setting Up Email Accounts in ERPNext: Outgoing and Incoming
Configure outgoing and incoming email in ERPNext: default accounts, SMTP and IMAP settings, Append To, and how to read the Email Queue when mail fails.
ERPNext Notifications: Automatic Alerts Without Writing Code
Set up ERPNext Notifications that email or alert the right people on save, submit, value change or a date, with conditions and Jinja messages.
ERPNext Print Formats: When to Use the Builder and When Jinja
Choose between the drag-and-drop Print Format Builder and a Jinja print format in ERPNext, with a working invoice template and tips that save rework.
Custom Field or Customize Form? Changing ERPNext Forms Safely
When to add a Custom Field and when to use Customize Form in ERPNext, how each is stored, and how to change forms without breaking upgrades.
Build an Approval Workflow in ERPNext Without Code
Set up a purchase order approval workflow in ERPNext with states, transitions, roles and conditions, and avoid the mistakes that block documents.
User Permissions in ERPNext: Limit Users to Their Own Records
Use User Permissions to keep each user to their own company, branch, warehouse or territory in ERPNext, and avoid the traps that hide or leak records.
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