Customers, Suppliers & Items
Set up clean master data - customers, items, item groups, units of measure, warehouses and pricing.
Part of ERPNext Accountant, ERPNext Inventory Controller, ERPNext Procurement Officer, ERPNext Sales Professional, ERPNext Retail Supervisor, ERPNext Production Controller, ERPNext HR & Payroll Officer, ERPNext Project Manager, ERPNext System Administrator, ERPNext Functional Consultant learning paths
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This course builds on another course. You can still start now.
What You'll Learn
- ✓Explain why clean master data decides whether every later transaction is right
- ✓Create customers correctly, with addresses, contacts and credit limits
- ✓Name and code items and organise them into item groups
- ✓Choose correctly between stock and non-stock items
- ✓Set units of measure and conversion factors that keep stock and valuation right
- ✓Set up warehouses and reorder levels to prevent stockouts
- ✓Connect selling prices, buying rates and valuation to cost and profit
- ✓Prepare items for taxes, barcodes and POS
Course Content
9 lessons · 54m total
Why Master Data Matters in ERPNext
Master Data is the foundation of every successful ERPNext implementation. If it’s clean, your entire system becomes reliable, accurate, and efficient. If it’s wrong, everything that follows - sales orders, invoices, stock entries, accounting, reports - becomes a mess.
How to Create Customers the Right Way
In this video, we’ll walk through the ERPNext Customer Master and show you how to create clean customers, explaining why each field matters in real business.
Addresses, Contacts & Credit Limits Explained
Complete the ERPNext Customer Master by adding addresses, contacts, and credit limits, and learn how each one impacts documents, communication, and cash flow in real business.
What Is an Item? Naming, Codes & Item Groups
Understand what an Item represents in ERPNext and how naming, codes, and item groups impact real business operations.
Stock vs Non-Stock Items Explained
Learn the difference between stock and non-stock items in ERPNext and avoid the most dangerous inventory mistakes.
About This Course
Every transaction in ERPNext flows through three core masters: Customers, Suppliers, and Items. Get these right and your entire ERP runs smoothly. Get them wrong and every downstream transaction will be plagued with errors, workarounds, and data headaches.
In this course you'll create customers the right way, with addresses, contacts and credit limits, and build an item catalogue that holds up: clear names and codes, item groups, stock and non-stock items, and units of measure with conversion factors. You'll set up warehouses and reorder levels, see how prices, buying rates and valuation drive profit, and prepare items for taxes, barcodes and POS.
This is the foundation of clean, reliable ERPNext data - and clean data is the foundation of everything else.
Prerequisites
- •Completion of Getting Started with ERPNext (or equivalent hands-on experience)
- •Basic understanding of purchasing and sales processes
Who This Course Is For
- →Operations managers setting up ERPNext for the first time
- →Sales and procurement staff responsible for master data
- →ERPNext consultants configuring a new client site
- →Business owners who want clean, reliable data from day one
One-time enrollment · lifetime access
This course includes
- ⏱54m of on-demand video
- 🎬9 lessons
- ♾️Full lifetime access
- 📱Access on all devices
- 🏆Certificate of completion
Your Instructor
Karani Geoffrey
ERPNext Architect & Implementation Consultant · 17+ Years in ERP
Karani Geoffrey is the founder of UPEO Academy and a leading authority on ERPNext implementation in East Africa. With over 17 years of hands-on experience deploying ERP systems across manufacturing, healthcare, retail, and financial services, Karani has guided hundreds of organisations through complex digital transformation journeys.
He is a certified Frappe/ERPNext developer and has built custom Frappe applications for multinational clients. His practical, no-nonsense teaching style bridges the gap between business strategy and technical execution - helping learners not just understand ERPNext, but master it.