Choose one complete process, such as purchase-to-stock-to-sale, and model it with a small set of items and suppliers. Validate documents, stock movements and accounting effects before importing a large product catalog or enabling every module.
Use roles and approval rules to match actual responsibilities across departments. ERPNext’s free software does not remove the need for training, backups or careful master-data maintenance. Plan a phased rollout and reconcile opening balances so the shared system starts from trustworthy information.
