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Priya
2013-09-03 11:14:58 +05:30
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docs/docs.user.implement.strategy.md
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@@ -10,7 +10,7 @@ Before you start managing your Operations in EPRNext, you must first become fami
### Test Phase
- Read the Manual
- Create your first Customer, Supplier and Item. Add a few more so you get familiar.
- 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 Voucher)
- Complete a standard purchase cycle - Purchase Request > Purchase Order > Purchase Receipt > Payment (Journal Voucher).
@@ -20,11 +20,10 @@ Before you start managing your Operations in EPRNext, you must first become fami
### Live Phase
Once you have made yourself familiar with ERPNext, start entering your live data!
Once you are familiar with ERPNext, start entering your live data!
- Clean up the account of test data or better, start a fresh install.
- Setup all the modules with Customer Groups, Item Groups, Warehouses, BOMs etc.
- Import Customers, Suppliers, Items, Contacts and Addresses using Data Import Tool.
- Import opening stock using Stock Reconciliation Tool.
- Create opening accounting entries via Journal Voucher and create outstanding Sales Invoices and Purchase Invoices.
- Create opening accounting entries via Journal Voucher and create outstanding Sales Invoices and Purchase Invoices.