ERPNext is an integrated business relationship management system that provides companies and organizations with the necessary tools to manage operations, financial operations, human resources, inventory, and more. This system is easy to use and provides organizations and companies with a low cost compared to other ERP systems.

To set up the ERPNext platform, the following steps can be followed:

1- Download the ERPNext system from the official website of the system and install it on your server.

2- After installing the system, access the main control panel. From here, basic company information such as address, phone, email, website, and more can be set up.

3- Determine the users who can access the system and assign them the necessary permissions.

4- Establishing departments and branches of the company and introducing employees and their responsibilities.

5- Defining the main and sub-accounts and arranging them in a logical manner.

6- Determine the currencies used by the company and set its own exchange rate.

7- Defining banks and payment methods and linking them to the company's accounts.

8- Create the necessary tax codes and assign them to products and services.

9- Set prices of products and services and link them to tax codes.

10- Set freight rates and arrange them in a way that is appropriate

After preparing the basic steps mentioned above, you can start using the ERPNext system. Here are some other basic settings that must be implemented to make it easier to work:

1- Define products and services and classify them according to their type and category.

2- Determine the taxes imposed on products and services and link them to tax codes.

3- Defining customers and suppliers and entering their personal and financial data.

4- Set prices and discounts available to customers.

5- Create a purchase order and purchase invoice and link them to suppliers.

6- Create a sale order and a sales invoice and link them to customers.

7- Set the necessary settings for inventory management, current inventory, and minimum inventory.

8- Determine the different payment method and arrange it according to priority.

9- Setting financial periods and accounting cycles and creating financial and statistical reports.

10- Determine the available additional options such as preparing tickets, projects, task management, and others.

In short, ERPNext can be defined as an integrated management system that provides companies and organizations with tools to manage operations and resources in a flexible and easy-to-use manner. The basic settings needed to start using the system must be done, with additional options available according to the needs of the company or organization.

In addition to the basic steps mentioned, many other actions can be taken using the ERPNext system, including:

1- Managing bank accounts, payments and collections.

2- Create cost invoices and allocate them according to the project or client.

3- Managing salaries, employees, attendance and departure.

4- Creating internal orders, managing internal items, and transferring between stores.

5- Manage production and industrial operations and follow up the production movement.

6- Assigning access rights to users and employees and determining the level of access for each user.

The ERPNext system also provides advanced features such as working in more than one language, technical support available around the clock, and real-time follow-up of various activities. It is possible to improve work efficiency by using the ERPNext system, reduce errors and redundancy in various processes, and improve the quality of services and products.

We use the ERPNext system to manage various economic sectors, from small companies to large companies. The system can be customized according to the needs of the company or organization, through the settings and customizations available in the system.