• +1 510-870-8668, 510-298-5936, 510-796-2400
  • Login

ERPNext

ERPNext is an end-to-end business solution that helps you to manage all your business information in one application and ready-to-launch image on Amazon EC2. It forms a backbone of your business to add strength, transparency and control to your enterprise. 

 

MIRI InfoTech is configuring and publishing ERPNext embedded pre-configured framework and ready-to-launch AMI on Amazon EC2 that contains ERPNext, Apache, MySQL, and Ubuntu.

Among other things, ERPNext will help you to:

  • Track all Invoices and Payments.
  • Know what quantity of which product is available in stock.
  • Identify and track your key performance indicators (KPI's).
  • Identify open customer queries.
  • Manage payroll.
  • Assign tasks and follow up on them.
  • Maintain a database of all your customers, suppliers and their contacts.
  • Prepare quotes.
  • Tracking your budgets and spending
  • Determine effective selling price based on the actual raw material, machinery and effort cost.
  • Get reminders on maintenance schedules.
  • Publish your website.

And a lot lot lot more.

ERPNext live cast:
 

Open the Amazon EC2 console at https://console.aws.amazon.com/ec2/.

1. Open the Amazon EC2 console at https://console.aws.amazon.com/ec2/.

2. From the Amazon EC2 dashboard, choose Launch Instance.

On the Choose an Amazon Machine Image (AMI) page, choose the AWS Marketplace category on the left. Find a suitable AMI by browsing the categories, or using the search functionality. Choose Select to choose your product.

3. A dialog displays an overview of the product you've selected. You can view the pricing information, as well as any other information that the vendor has provided. When you're ready, choose Continue.

4. On the Choose an Instance Type page, select the hardware configuration and size of the instance to launch. When you're done, choose next: Configure Instance Details.

5. On the next pages of the wizard, you can configure your instance, add storage, and add tags. For more information about the different options you can configure, see Launching an Instance. Choose next until you reach the Configure Security Group page.

6. The wizard creates a new security group according to the vendor's specifications for the product. The security group may include rules that allow all IP addresses (0.0.0.0/0) access on SSH (port 22) on Linux or RDP (port 3389) on Windows. We recommend that you adjust these rules to allow only a specific address or range of addresses to access your instance over those ports.

7. When you are ready, choose Review and Launch.

8. On the Review Instance Launch page, check the details of the AMI from which you're about to launch the instance, as well as the other configuration details you set up in the wizard. When you're ready, choose Launch to select or create a key pair, and launch your instance.

9. Depending on the product you've subscribed to, the instance may take a few minutes or more to launch. You are first subscribed to the product before your instance can launch. If there are any problems with your credit card details, you will be asked to update your account details. When the launch confirmation page displays

ERPNext is a modern tool that covers not only accounting but also all other business functions, on an integrated platform. It has many benefits over both traditional accounting as well as ERP applications.

Implementation Strategy

Before you start managing your Operations in EPRNext, you must first become familiar with the system and the terms used. For this we recommend implementation should happen in two phases.

  • A Test Phase, where you enter dummy records representing your day to day transactions and a Live Phase, where we start entering live data.

Test Phase

  • Read the Manual
  • Create a free account at https://erpnext.com (the easiest way to experiment).
  • Create your first Customer, Supplier and Item. Add a few more so you get familiar with them.
  • Create Customer Groups, Item Groups, Warehouses, Supplier Groups, so that you can classify your Items.
  • Complete a standard sales cycle - Lead > Opportunity > Quotation > Sales Order > Delivery Note > Sales Invoice > Payment (Journal Entry)
  • Complete a standard purchase cycle - Material Request > Purchase Order > Purchase Receipt > Payment (Journal Entry).
  • Complete a manufacturing cycle (if applicable) - BOM > Production Planning Tool > Production Order > Material Issue
  • Replicate a real life scenario into the system.
  • Create custom fields, print formats etc as required.

Usage / Deployment Instruction

Use the browser to access the application at http://<instance ip address> replace <instance ip address> with the actual ip address of the running EC2 instance.

Below are the configuration steps:

1.      Sign up and create an account.

Setup Wizard

The Setup Wizard helps you quickly setup ERPnext as per your locale and sets up your organization.

Here is a quick overview of the steps:

Step 1: User Details

Enter Users Profile Details like Name, User ID and preferred password.

Note: Add your own photograph, not your company's

Step 2: Two Factor Authentication

Enable Two Factor Authentication

Authentication Method

Whenever each user logs in, based on the role set for that user, they will be asked for a One Time Password after they input their login details.

Step 3: Company Details

Enter Company Details like Name, Abbreviation and Financial Year Details.

Company Abbreviation

These will be appended to your Account Heads, for example if your abbreviation is WP, then your Sales account will be Sales - WPL

For Example: East Wind will be abbreviated as EW. Shades of Green will be abbreviated as SOG. In case you wish to give your own abbreviation, you can do so. The text field allows any type of text.

Financial Year

Any annual period at the end of which a firm's accounts are made up is called a Financial Year. Some countries have their account year starting from 1st January and some 1st April.

The end date will be set automatically

Users and Permissions

In ERPNext, you can create multiple users and assign them different roles. There are some users which can only access the public facing part of ERPNext (i.e. the website). Such users are called "Website Users". ERPNext implements permission control at the User and Role level. Each user in the system can be assigned multiple roles and permissions. The most important role is the "System Manager". Any user having this role can add other users and set roles to all users.

Adding Users

Users can be added by the System Manager. If you are a System Manager, you can add Users via Setup > User There are two main classes of users: Web Users and System Users. System Users are people using ERPNext in the company. Web users are customers or suppliers (or portal users). Under User a lot of info can be entered. For the sake of usability the information entered for webs users is minimal: First Name and email. Important is to realize that the email address is the unique key (ID) identifying the Users.

1. List of Users

To add a new user, click on "New"

2. Add the user details

Add user details such as First Name, Last Name, and Email etc.

The user's Email will become the user id. Mobile No can also be used to log in if you check the Allow Login using Mobile No checkbox under the Security section in System Settings. While Mobile No will be unique, it will not be treated as a user id.

 
Live Demo

Our Rating

5 star
0
4 star
0
3 star
0
2 star
0
1 star
0

Submit Your Request

First Name:*
Last Name:*
Company/Organisation:*
Email Address:*
Phone Number:*
Message:*