Create new site erpnext

Here's a step-by-step guide to creating a new ERPNext site:

Prerequisites:

  1. You have a computer with a stable internet connection.
  2. You have a basic understanding of ERPNext and its features.
  3. You have a domain name and a web hosting service (e.g., DigitalOcean, AWS, etc.).

Step 1: Install ERPNext

  1. Go to the ERPNext website (erpnext.com) and click on the "Get Started" button.
  2. Fill out the registration form with your details and click on the "Create Account" button.
  3. Once you've created your account, you'll receive an email with a verification link. Click on the link to verify your email address.
  4. Log in to your ERPNext account and click on the "Install ERPNext" button.
  5. Choose the installation method: "Install on a new server" or "Install on an existing server". For this example, we'll choose the first option.
  6. Fill out the installation form with your server details (e.g., domain name, server IP, etc.).
  7. Click on the "Install" button to start the installation process.

Step 2: Configure ERPNext

  1. Once the installation is complete, you'll receive an email with your ERPNext login credentials.
  2. Log in to your ERPNext site using the credentials provided in the email.
  3. Click on the "Setup" button in the top-right corner of the screen.
  4. Fill out the setup form with your company details (e.g., company name, address, etc.).
  5. Choose your currency and time zone.
  6. Set up your user account (e.g., create a new user or import existing users).
  7. Configure your email settings (e.g., set up an email account or use an existing one).

Step 3: Customize ERPNext

  1. ERPNext comes with a default theme and layout. You can customize the theme and layout to suit your needs.
  2. Click on the "Customize" button in the top-right corner of the screen.
  3. Choose the theme you want to use (e.g., Material Design, Bootstrap, etc.).
  4. Customize the layout by adding or removing sections, widgets, and other elements.
  5. You can also customize the colors, fonts, and other visual elements of your ERPNext site.

Step 4: Integrate ERPNext with Other Services

  1. ERPNext can be integrated with other services such as Google Drive, Dropbox, or Amazon S3.
  2. Click on the "Integrations" button in the top-right corner of the screen.
  3. Choose the service you want to integrate with ERPNext (e.g., Google Drive, etc.).
  4. Follow the instructions to set up the integration.

Step 5: Start Using ERPNext

  1. Once you've set up and customized your ERPNext site, you can start using it to manage your business operations.
  2. ERPNext offers a wide range of features, including accounting, inventory management, sales, and more.
  3. You can use the ERPNext dashboard to monitor your business performance and make informed decisions.

That's it! With these steps, you should be able to create a new ERPNext site and start using it to manage your business operations.