Training on Your Own Data, Not a Demo Company
An ERP is only adopted when each team can complete its own work in it without asking for help. We train role by role on a copy of your configured instance, with your items, customers and approval rules, until every department can run a full cycle unaided.
50+ ERP and software projects. Zero failed projects since 2021.
Systems do not get rejected, they get worked around
When people are unsure how to do something in the ERP, they do it in a spreadsheet instead, and the data quietly stops being reliable.
People remember what they have done, not what they watched
Each session is hands-on. Everyone is logged in under their own role and posts their own documents while we are in the room, so the first time a purchase manager raises a real order is not the first time they have seen the screen.
- Everyone on their own login and permissions.
- Real transactions posted during the session.
- Homework between sessions, reviewed at the next one.
Your administrator should not have to call us for a new user
The administrator track covers the routine work that otherwise becomes a support ticket every week: adding users and permissions, adjusting a print format, editing a workflow, checking background jobs and knowing where to look when something fails.
- Users, roles and permission rules.
- Print formats, naming series and workflows.
- Backups, job queues and first-line diagnosis.
Training formats we run
Most rollouts use a mix, depending on how many sites and shifts you need to cover.
From a training plan to teams working unaided
The tracks we run by role
Finance
Invoices, payments, journal entries, tax handling, bank entries and the period close.
Stores and dispatch
Receipts, transfers, delivery notes, batch and serial handling and stock counts.
Sales and purchase
Quotations, orders, approval limits, price lists and converting documents correctly.
Production
Bills of material, work orders, job cards, material issue and subcontracting.
HR and payroll
Employee records, leave and attendance, shift handling and the payroll run.
Administrator
Users, permissions, workflows, print formats, backups and first-line diagnosis.
What proper training changes
Why teams choose TCB Infotech for ERPNext training
ERPNext training questions
Who should attend ERPNext training?
Do you train on sample data or ours?
How long does training take?
Can you train the person who will administer ERPNext internally?
What happens when we hire new staff later?
Do you train teams that did not implement with you?
Get Your Team Confident in ERPNext
Book a free consultation. Tell us who uses the system and where they get stuck, and we will put together a role-based training plan for your team.
Book a Free Consultation →No commitment. A practical look at what your team needs to learn.
What Is Inside Our ERPNext Training
Tracks built per role, run on a copy of your own instance, and finished only when the team can complete its work unaided. Here is what each track covers and what you keep afterwards.
Built around what each person actually has to do
Nobody sits through screens they will never open
We start from a list of who does what in the system, then build a separate track per role. A stores team learns receipts, transfers and counts. Finance learns invoicing, payments and the close. Each track follows one end-to-end business cycle rather than touring the menu.
- A track per department, not one combined course.
- Built around your real document flow.
- Approval limits and permissions as they will be in production.
A track ends when the team can run the cycle alone
Every attendee is logged in under their own role and posts their own documents during the session, with practice work in between. At the end each team runs a complete cycle without help while we watch, and we note where people hesitated so those points get a second pass.
- Individual logins with production permissions.
- Practice work reviewed at the following session.
- A final unaided run-through per department.
So routine changes stop needing an outside call
A deeper technical track for whoever will own the system internally: adding users and role permissions, naming series, print formats, workflows, the customize view, background jobs, backups and the first steps of diagnosing a failure before it becomes a ticket.
- Users, roles and permission rules end to end.
- Print formats, naming series and workflow edits.
- Backups, job queues and first-line diagnosis.
Everything training leaves behind
A written training plan
Roles, tracks, session dates and who attends what, agreed before the first session.
A training instance
A safe copy of your configured system with your data, so mistakes cost nothing.
Role guides
Step-by-step documents written against your own setup, not generic ERPNext screenshots.
Session recordings
Kept by you, so a new joiner in six months gets the same explanation.
Assessment notes
Where each team is confident and where it still needs a second pass before go-live.
Post go-live refresher
A follow-up session once people have met the cases no training can anticipate.