← Back to ERPshala ERPshala · Track 1 of 3 · Functional

Master the business, then the system.

For business analysts, accountants, ops managers, finance leads. Learn how ERPNext maps to real Indian business processes — quote-to-cash, procure-to-pay, hire-to-retire, plan-to-produce. End the track configuring a working module from scratch.

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What you'll cover

Six modules. Complete functional coverage.

01

Process discovery

How to do an SOP study — interviews, observation, exception logs. The work before the system.

02

Sales & CRM

Lead → quote → order → delivery → invoice. Pricing rules, schemes, dealer matrices.

03

Purchase & inventory

Indents, RFQs, comparison, PO, GRN, batch/serial, valuation, multi-location.

04

Accounts & GST

Chart of accounts, e-invoicing, e-way bills, TDS, bank reconciliation, MIS.

05

Manufacturing

BoM, work orders, job cards, capacity planning, real-time WIP, quality.

06

UAT & rollout

Test plans, sign-off, training, go-live, hypercare. The last mile most projects skip.

Who should enrol

Built for business professionals.

✓Operations / finance / sales / HR managers wanting to lead an ERP rollout
✓Business analysts and consultants who want hands-on ERP configuration depth
✓Accountants and CAs who want to understand the system their clients are switching to
✓Founders evaluating ERPNext who want to know what they're buying
✓MBAs entering consulting or industry with a real ERP credential
After this track

Roles you can step into.

ERPNext Functional Consultant
Business Analyst (ERP)
ERP Project Manager
Implementation Specialist
In-house ERP Champion
ERP Pre-sales Consultant

Ready to start the Functional Track?

Saturdays only. 3 months. Limited seats per cohort. Refundable until session 2.

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