ERP System
Run ColaSolar's business operations in ERPNext — from first login through daily accounting, sales, inventory, HR, and project workflows.
Manage ColaSolar's business operations using ERPNext — accounting, sales, inventory, HR, and projects. Work through the onboarding stages in order, or jump straight to the module your team needs first.
Start here
Getting Started
Log in, navigate the desk, and understand roles and permissions.
User Management
Add users, assign roles, and manage access across branches.
Account Settings
Configure your personal preferences, notifications, and defaults.
Daily Operations SOP
Standard procedures for day-to-day ERP usage.
Your onboarding journey
Each stage builds on the last, so completing them in sequence saves you from backtracking.
Run the setup wizard
On first login, ERPNext launches the setup wizard automatically. Configure your company name and abbreviation, select your base currency, define your fiscal year start and end dates, and choose a chart of accounts template.
Invite your team
Invite team members by email, set their user type (System User or Website User), and assign roles matching their job function — Accounts Manager for your finance lead, HR User for your HR team. See User Management.
Import your master data
Use the Data Import tool to bulk-upload existing customers, suppliers, items, and employee records from CSV files. This gets your master data in place before the first live transaction.
Configure each module
Tailor each module to the business: set up warehouses and item groups for stock, define your chart of accounts for finance, and configure leave types and attendance policies for HR.
Run your first transactions
Create real transactions — a sales order, a sales invoice, or a payroll entry — review the auto-generated accounting entries, and confirm everything looks correct before opening the system to the full team.
Explore the modules
Once core setup is complete, these guides cover the day-to-day workflows your teams use most.
Accounting
Chart of accounts, sales invoicing, payment entries, and journal entries.
Sales
Quotations, sales orders, and delivery notes in a single pipeline.
Inventory
Items, warehouses, stock entries, and stock reconciliation.
Human Resources
Employees, attendance, leave management, and payroll.
Projects
Create projects, break them into tasks, and track time against them.
If you run into questions this guide doesn't answer, the ERPNext community is active and welcoming — post at discuss.frappe.io.