ERPNext Implementation Consultant
Take a business from first meeting to a stable, live ERPNext system.
Part of ERPNext Functional Consultant learning path
Take these first
This course builds on other courses. You can still start now.
- Accounting Essentials (coming soon)
- Inventory Essentials (coming soon)
- Procurement Essentials (coming soon)
- Sales Essentials (coming soon)
- ERPNext Administration Without Code (coming soon)
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
- ✓Document how a business really runs and map each process to ERPNext documents and steps
- ✓Decide whether each gap needs configuration, process change or development
- ✓Design company setup, defaults, chart of accounts and cost centers for a client
- ✓Design permissions, separation of duties and approval workflows
- ✓Clean legacy data and migrate master data, opening balances and opening stock in the right order
- ✓Validate a migration and run user acceptance testing to sign-off
- ✓Train users to change habits, plan cutover and go-live, and support the business through hypercare
- ✓Troubleshoot stock and account mismatches, wrong balances and zero-profit sales, and run month-end for a client
Course Content
20 lessons when complete · 0 live now
- 1Coming
The Functional Consultant's Job
What clients pay you for, and what success looks like.
- 2Coming
Understanding a Business Before ERPNext
Interview, observe and document how the business really runs.
- 3Coming
Mapping Business Processes to ERPNext
Turn each process into ERPNext documents and steps.
- 4Coming
Finding and Handling Gaps
Decide between configuration, process change and development.
- 5Coming
Company Setup and Defaults
Companies, fiscal years and the default accounts behind every entry.
- 6Coming
Designing Accounts and Cost Centers for a Client
A chart of accounts and cost centers that fit the business.
- 7Coming
Designing Permissions and Separation of Duties
Make sure no one person controls a whole transaction.
- 8Coming
Designing Approval Workflows
Approvals that protect the business without slowing it down.
- 9Coming
Cleaning Legacy Data
Fix duplicates and gaps before anything is imported.
- 10Coming
Migrating Master Data
Import customers, suppliers and items in the right order.
- 11Coming
Opening Balances
Accounts, customer and supplier balances on day one.
- 12Coming
Opening Stock
Load opening quantities and values correctly.
- 13Coming
Validating a Migration
Prove the new system matches the old one.
- 14Coming
User Acceptance Testing
Plan and run UAT, and get sign-off.
- 15Coming
Training Users to Change Habits
Training that changes how people work, not just which screens they open.
- 16Coming
Cutover Planning and Go-Live Day
The plan, the checklist and the day itself.
- 17Coming
Hypercare and Stabilisation
Support the business through the first weeks.
- 18Coming
Troubleshooting: Stock and Accounts Don't Match
Find and fix the usual causes.
- 19Coming
Troubleshooting: Receivables, Payables and Zero-Profit Sales
Diagnose balances and margins that look wrong.
- 20Coming
Running Month-End for a Client
A repeatable close that keeps the client's books clean.
About This Course
A functional consultant is paid to take a business from its first meeting to a stable, live ERPNext system. This course walks that whole path.
You'll learn to understand a business before touching ERPNext, map its processes and decide how to handle each gap. You'll design company setup, accounts, cost centers, permissions and approvals, then clean and migrate data, load opening balances and stock, and prove the migration is right. You'll run UAT, train users, plan cutover and go-live, and support the client through hypercare.
You finish by troubleshooting stock and balances that do not add up, and running a clean month-end for a client.
Prerequisites
- •Accounting Essentials
- •Inventory Essentials
- •Procurement Essentials
- •Sales Essentials
- •ERPNext Administration Without Code
Who This Course Is For
- →Functional consultants and implementation officers
- →Delivery teams at ERPNext partners
- →Accountants and operations staff moving into consulting
- →In-house project leads running an ERPNext rollout
20 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 8h 20m of video when complete
- 🎬20 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.