UPEO Academy

ERPNext lessons, straight from the field

Short, practical reads on accounts, stock, HR and payroll, implementation, security and development, drawn from real ERPNext deployments.

Implementation & Careers3 min read

Running ERPNext Requirements Workshops That Get Real Answers

How to plan and run requirements workshops for ERPNext: who attends, what to bring, the questions that work and how to record decisions.

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Implementation & Careers4 min read

Who Does What on an ERPNext Project: Roles and Responsibilities

The roles every ERPNext project needs, from sponsor and process owners to key users and consultants, and how a simple RACI table keeps them clear.

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Implementation & Careers4 min read

Key Users: Building In-House ERPNext Champions

How to choose, train and support key users in each department so your ERPNext system keeps working well after the implementation team steps back.

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Implementation & Careers4 min read

Rehearse Your ERPNext Data Migration with Mock Loads

Why and how to run mock data loads before an ERPNext go-live: rounds of practice imports, timing, error tracking and a final dress rehearsal.

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Implementation & Careers4 min read

Which ERPNext Learning Path Fits Your Role?

How to choose an ERPNext learning path by job role, from accountant and inventory controller to system administrator and functional consultant.

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Implementation & Careers4 min read

Preparing for an ERPNext Job Interview: Topics and Questions

How to prepare for an ERPNext consultant or support interview: the topics employers probe, sample questions to practise and how to show real skill.

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Implementation & Careers4 min read

Building an ERPNext Portfolio That Shows You Can Implement

What to put in an ERPNext consultant portfolio when you are starting out: practice cases, process maps, data templates, guides and how to present them.

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Implementation & Careers4 min read

How to Become an ERPNext Functional Consultant

A step-by-step route into ERPNext functional consulting from any background: the knowledge to build, how to practise and how to get real experience.

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Implementation & Careers3 min read

What Does an ERPNext Functional Consultant Actually Do?

What an ERPNext functional consultant does day to day, how the role differs from a developer or system administrator, and the skills it calls for.

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Implementation & Careers4 min read

Working with an ERPNext Partner: What to Ask and Expect

How to choose and work well with an ERPNext implementation partner: questions to ask, what to agree in writing, and what your own team must still own.

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Implementation & Careers4 min read

Avoiding Over-Customisation in ERPNext

Why heavy customisation makes ERPNext harder to upgrade and support, and a simple ladder for deciding when a change is worth making and when it is not.

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Implementation & Careers4 min read

Which ERPNext Modules First? Planning a Phased Rollout

How to decide which ERPNext modules to implement first, when a phased rollout beats a big bang, and a sensible order for most trading businesses.

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