Terry CloudMarketplace

Learn ERPNext

From zero to running your business

Free, short lessons with Ugandan examples. The best way to learn: open your free trial in another tab and follow along.

Get a site to practise on Book staff training

Start here

01Your first 10 minutesFind your way around, add your logo and invite your team.
  1. 1Log in at your site address with your email and password.
  2. 2The search bar at the top finds anything: type “Sales Invoice” or “Item”.
  3. 3Open Company, add your logo, TIN and address: they print on every invoice.
  4. 4Go to Users → Add User to invite staff, and give each one only the roles they need.
02Add your items and opening stockYour products and services, with prices and the stock you have today.
  1. 1Open Item → New. Give it a code, name and unit (Nos, Kg, Box).
  2. 2Tick “Maintain Stock” for goods; untick it for services.
  3. 3Set the selling price in Item Price (Standard Selling).
  4. 4Many items? Use Data Import with an Excel sheet instead of typing them one by one.
  5. 5Enter today's stock with a Stock Reconciliation: item, warehouse, quantity and cost.

Daily work

03Your first sales invoiceBill a customer, take payment and print a receipt.
  1. 1Open Sales Invoice → New and pick the customer (or create one).
  2. 2Add items: price and VAT 18% fill in by themselves.
  3. 3Tick “Update Stock” if the goods leave the store now.
  4. 4Save, then Submit. The invoice is final and goes to URA if EFRIS is on.
  5. 5Customer paid? Click Create → Payment and record cash, bank or Mobile Money.
04EFRIS: sending invoices to URAConnect to URA once, then every invoice is reported for you.
  1. 1Get your EFRIS details from URA: TIN, device number and the private key file.
  2. 2Open E Invoicing Settings and enter them; test the connection.
  3. 3On each item, set the URA commodity code and register the item with URA.
  4. 4For goods, send your stock to URA (stock-in) before you sell.
  5. 5Submit invoices as usual: the fiscal number and QR code appear on the print.
05Stock in, stock outReceive goods from suppliers and move stock between stores.
  1. 1Buying: Purchase Order → Purchase Receipt when goods arrive → Purchase Invoice when the bill comes.
  2. 2Moving stock between shops: Stock Entry → Material Transfer.
  3. 3See what you have: the Stock Balance report, by warehouse.
  4. 4Set a re-order level on items and ERPNext tells you what to buy.

Monthly

06Running payrollEmployees, salary structures and monthly payslips (needs HR & Payroll).
  1. 1Add each Employee with their start date, bank and NSSF number.
  2. 2Create a Salary Structure: basic pay, allowances and deductions.
  3. 3Assign the structure to employees with their monthly amount.
  4. 4Each month: Payroll Entry → Get Employees → Create Salary Slips → Submit.
  5. 5Payslips can be emailed to every employee in one go.
07Reading your profit & lossKnow if you're making money, and where it goes.
  1. 1Accounting → Profit and Loss Statement: choose the month or year.
  2. 2Balance Sheet shows what you own and what you owe.
  3. 3Accounts Receivable lists who owes you, and for how long.
  4. 4Every report exports to Excel and PDF.

Want certificates and video courses?

Install the Learning app on your site to train your own staff with courses, quizzes and certificates.

See the Learning app