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.

Stock, Buying & Selling4 min read

Item Master Settings That Decide How Stock Behaves

The ERPNext Item fields that decide how stock is counted, valued and traced, which ones lock after the first transaction, and a quick check before saving.

Read article
Stock, Buying & Selling4 min read

Subcontracting in ERPNext: Sending Materials to a Job Worker

Run subcontracting in ERPNext v16: the subcontracted purchase order, Subcontracting Order, sending materials to the job worker and receiving the finished goods.

Read article
Stock, Buying & Selling4 min read

Using a Production Plan to Turn Sales Orders into Work

Use an ERPNext Production Plan to pull in sales orders, work out sub-assemblies and raw materials, and create work orders and material requests in one place.

Read article
Stock, Buying & Selling4 min read

Job Cards and Workstations: Tracking Shop Floor Time

Use operations, workstations and job cards in ERPNext to record time and quantities for each production step and see real operating cost.

Read article
Stock, Buying & Selling4 min read

Work Orders and Backflushing in ERPNext

Run a Work Order in ERPNext from Start to Finish, choose how raw materials are backflushed, and avoid the mistakes that distort production costs.

Read article
Stock, Buying & Selling4 min read

Building Your First Bill of Materials in ERPNext

Create a Bill of Materials in ERPNext v16: components, output quantity, sub-assemblies, operations and costing, plus how to change a BOM safely later.

Read article
Stock, Buying & Selling3 min read

POS Opening and Closing Entries: Balancing the Till

Open and close POS shifts in ERPNext v16 with opening and closing entries, count the till by payment method, and deal with differences properly.

Read article
Stock, Buying & Selling3 min read

Product Bundles in ERPNext: Selling Kits and Hampers

Sell kits, hampers and combo packs in ERPNext with a Product Bundle, so one sales line issues stock of each component without a manufacturing step.

Read article
Stock, Buying & Selling3 min read

Partial Deliveries from a Sales Order in ERPNext

Deliver a Sales Order in several lots in ERPNext: create Delivery Notes for what is ready, track what is pending, and close orders that will not be completed.

Read article
Stock, Buying & Selling4 min read

How Customer Credit Limits Work in ERPNext

Set customer credit limits in ERPNext, see what counts towards the limit, where it is checked, and who can approve orders that go over it.

Read article
Stock, Buying & Selling4 min read

Price Lists vs Pricing Rules in ERPNext

When to use a Price List, an Item Price or a Pricing Rule in ERPNext, how ERPNext picks the price on a sales order, and how to avoid rule conflicts.

Read article
Stock, Buying & Selling3 min read

Over-Receipt and Over-Delivery Allowance in ERPNext

Control how far a Purchase Receipt or Delivery Note may exceed its order in ERPNext, at company and item level, and who may go beyond the limit.

Read article
📬

Get notified when we publish

One email when new articles are published, never more than one a day. Unsubscribe any time.

We send a confirmation email first. Privacy policy.