ERPNext Administration Without Code
Manage users, settings, permissions and customisation, with no code.
Part of ERPNext System Administrator, ERPNext Functional Consultant learning paths
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This course builds on another course. You can still start now.
Coming soon
We are recording the lessons for this course now. Leave your email and we will tell you the day it opens.
What You'll Learn
- ✓Set up users, roles and role profiles so each person has exactly the access they need
- ✓Limit users to their own company, branch or warehouse with User Permissions
- ✓Configure the System, Accounts, Stock, Selling and Buying Settings
- ✓Control document numbering with naming series
- ✓Adapt forms with Custom Fields and Customize Form, and build print formats and letterheads
- ✓Build approval workflows, notifications and auto email reports
- ✓Import and export data in bulk safely, and build reports, dashboards and workspaces
- ✓Keep the system healthy by checking error logs, background jobs, backups and updates
Course Content
12 lessons when complete · 0 live now
- 1Coming
The System Administrator's Job
What you own, and what you should never do.
- 2Coming
Users, Roles and Role Profiles
Give each person exactly the access they need.
- 3Coming
User Permissions
Limit users to their own company, branch or warehouse.
- 4Coming
The Settings That Run ERPNext
System, Accounts, Stock, Selling and Buying Settings.
- 5Coming
Naming Series
Control how documents are numbered.
- 6Coming
Custom Fields and Customize Form
Adapt forms safely, without code.
- 7Coming
Print Formats and Letterheads
Professional documents with your brand.
- 8Coming
Notifications and Auto Email Reports
Alerts and reports that send themselves.
- 9Coming
Workflows and Approvals
Build approval steps into any document.
- 10Coming
Data Import and Export
Load and update records in bulk, safely.
- 11Coming
Reports, Dashboards and Workspaces
Build the views each team needs.
- 12Coming
Keeping the System Healthy
Error logs, background jobs, backups and updates.
About This Course
Every ERPNext system needs someone who owns it. This course teaches you to manage users, settings, permissions and customisation, with no code.
You'll give each person exactly the access they need, configure the settings that run ERPNext, control document numbering and adapt forms safely. You'll build print formats, notifications, approval workflows, reports, dashboards and workspaces, and load data in bulk without damaging it.
You finish with what a good administrator checks to keep the system healthy - error logs, background jobs, backups and updates - and what an administrator should never do.
Prerequisites
- •Getting Started with ERPNext
Who This Course Is For
- →System administrators and ERPNext super users
- →IT officers responsible for an ERPNext site
- →Finance or operations staff who look after the system
- →Consultants who configure ERPNext for clients
12 more lessons are being recorded. You get every new lesson as it is added.
It opens with an early-bird price: 50% off. The price goes up a little with every new lesson and reaches the full price when the course is complete, so the sooner you join, the less you pay.
This course includes
- ⏱About 5h of video when complete
- 🎬12 lessons, 0 live now
- ♾️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.