Usage / Deployment Instruction
Use the browser to access the application at http://<instance ip address>
Below are the configuration steps:
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.