What you'll learn

The Basic Setup Course is designed to provide foundational knowledge and hands-on training on the initial configurations required for successful ERP implementation. This course focuses on essential setups that act as the building blocks for all functional modules, ensuring a consistent and efficient working environment across the system. Participants will learn how to configure system-level and organizational parameters such as tenants, financial years, currencies, users, and roles.

Course Objectives

• Learn to set up the core structure of the ERP system.
• Configure currency, financial year, document types, and roles.
• Understand basic master setups for smooth system operations.

Course Content

• Tenant & Organization Setup
• Warehouse & Locator Setup
• Financial Year & Currency Setup
• Currency Rate Types & Conversion (Manual/Automatic/Cross Rate)
• Document Types & Sequences
• UOM & UOM Conversion
• Product Cost Element
• Accounting Book Setup
• User & Role Setup