Procurement Essentials
Run the full buying cycle, from request to supplier payment.
Part of ERPNext Procurement Officer, ERPNext Functional Consultant learning paths
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This course builds on other courses. 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
- ✓Explain each step of the buying cycle, from request to payment
- ✓Set up suppliers and supplier groups with payment terms and default accounts
- ✓Raise and approve Material Requests
- ✓Send Requests for Quotation and compare Supplier Quotations
- ✓Raise and track Purchase Orders, and receive goods with Purchase Receipts, including partial and rejected quantities
- ✓Record Purchase Invoices against orders and receipts, or bill and receive in one step
- ✓Return goods to suppliers with debit notes
- ✓Track pending orders, purchase analytics and supplier scorecards
Course Content
10 lessons when complete · 0 live now
- 1Coming
The Buying Cycle in ERPNext
From request to payment in one view.
- 2Coming
Suppliers and Supplier Groups
Supplier setup, payment terms and default accounts.
- 3Coming
Material Requests
Raise and approve internal requests for goods.
- 4Coming
Requests for Quotation
Invite several suppliers to quote at once.
- 5Coming
Supplier Quotations and Comparison
Compare offers and choose the best one.
- 6Coming
Purchase Orders
Raise, approve and track orders to delivery.
- 7Coming
Purchase Receipts
Receive goods, including partial and rejected quantities.
- 8Coming
Purchase Invoices
Bill against orders and receipts, or bill and receive in one step.
- 9Coming
Purchase Returns and Debit Notes
Send goods back and record what the supplier owes you.
- 10Coming
Buying Reports and Supplier Control
Pending orders, purchase analytics and supplier scorecards.
About This Course
Good buying protects cash and margins. This course takes you through the full buying cycle in ERPNext, from an internal request to the supplier's bill.
You'll set up suppliers with payment terms and default accounts, raise and approve Material Requests, invite quotations from several suppliers and compare their offers. You'll raise Purchase Orders, receive goods including partial and rejected quantities, bill against orders and receipts, and return goods with debit notes.
You finish with the reports that keep buying under control: pending orders, purchase analytics and supplier scorecards.
Prerequisites
- •Getting Started with ERPNext
- •Customers, Suppliers & Items
Who This Course Is For
- →Buyers and procurement officers
- →Storekeepers and staff who raise purchase requests
- →Managers who approve purchases
- →Business owners who want control over spending
10 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 4h 10m of video when complete
- 🎬10 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.