All Services ERPNext Implementation ERPNext Customization Frappe App Development Support & AMC ERP Hosting Data Migration Integrations Training ERP Consulting
All Industries Retail Manufacturing Trading Healthcare FMCG & Distribution DMS Marine & Shipping
All Solutions ERP for SMEs Inventory & Order Management Accounting & Compliance Manufacturing ERP E-commerce ERP ERP Starter Package ERPNext ROI Calculator ERP Comparison Portal
All Hire Resources ERPNext Developer ERPNext Consultant Functional Consultant Frappe Developer
Book ERPNext Demo
Blog & Insights ERPNext Guides FAQs
Why Exalix ERPNext Company Case Studies Our Process Leadership Career About Us Contact
Book a Demo
ERPNext Training & Adoption

ERPNext training that makes
your ERP stick for good

A system is only as good as the people using it. Our role-based training and change management playbooks maximise adoption and accelerate ROI.

Explore programs Request a training plan
4
Training Modules
90 Min
Executive Briefing
Sandbox
Hands-on Labs
30/60/90
Day Impact Tracking
Why Training Matters

Training built
for real adoption

We move beyond generic slides, with adult-learning best practices, hands-on labs and measurable outcomes.

Role-based learning

Tailored tracks for finance, sales and inventory teams - just what each person needs to do their job.

Hands-on labs

Scenario-driven workshops in a sandbox, so users practise real transactions safely before go-live.

Measurable adoption

Pre-training assessments, post-training quizzes and adoption KPI dashboards.

Training Modules

ERPNext training
programs

Flexible delivery: instructor-led on site, live remote, or self-paced.

Executive briefing

90-minute session for leadership on governance, KPIs and dashboard interpretation.

Leadership90 min

Functional bootcamp

Deep dive for core teams (Finance, Buying, Selling) covering daily workflows and reporting.

Core teamsHands-on

Admin training

For IT and system managers: permissions, customisations, data import and troubleshooting.

System managers

Train-the-trainer

Empower your internal champions to train new hires, with facilitator guides included.

Internal champions
Onboarding checklistsRecorded libraryPost-training hypercare
Training by Role

A track for
every team that uses ERPNext

Each person learns the screens and reports they will use every day - nothing more.

Finance & accounts

Journal entries, receivables and payables, bank reconciliation and GST returns.

Sales & CRM

Leads, quotations, sales orders, pricing rules and customer follow-ups.

Purchase & inventory

Purchase orders, stock entries, warehouses, batches and reorder levels.

Manufacturing

BOMs, work orders, job cards and production planning on the shop floor.

HR & payroll

Attendance, leave, salary structures and payroll processing.

System administration

Roles and permissions, custom fields, print formats and data import.

Change Management Playbook

Four steps that get
your people on board

Technology is easy; people are hard. We follow a 4-step framework so your organisation embraces the new ERP.

  1. Stakeholder alignment

    Identify sponsors and champions, and form a steering committee with clear ownership.

  2. Communication plan

    Targeted messaging for each department: what changes for me, and why does it matter?

  3. Reinforcement

    On-the-job coaching, bite-sized microlearning and instant support channels.

  4. Measure & iterate

    Track usage metrics, identify laggards and run targeted interventions.

Learning & assessment cycle

  • Pre-assessmentBaseline skill mapping to customise the curriculum.
  • Training deliveryInteractive sessions with knowledge checks.
  • Post-assessmentImpact tracking at 30, 60 and 90 days.
Questions

ERPNext training
FAQs

Four modules: an executive briefing for leadership, functional bootcamps for core teams, admin training for system managers, and train-the-trainer for internal champions - backed by a change management playbook.
Both. Training can be instructor-led on site, delivered live and remote, or self-paced from a recorded library, and most plans mix the three.
The executive briefing is a 90-minute session. Bootcamps and admin training depend on the modules you use and the size of each team, so the schedule is set out in your training proposal.
Train-the-trainer sessions with facilitator guides let your champions onboard new hires, supported by onboarding checklists and a recorded training library.
We baseline skills with a pre-assessment, check understanding with post-training quizzes and track adoption at 30, 60 and 90 days with KPI dashboards.
Technology is easy; people are hard. Aligning stakeholders, communicating what changes for each team and reinforcing new habits is what turns a working system into one people actually use.
Related Services

More ways we help
you run ERPNext

ERPNext Implementation

End-to-end rollout: discovery, configuration, migration, training and go-live.

Learn more

ERPNext Consulting

Process mapping, gap analysis and an ROI roadmap before you build.

Learn more

ERPNext Integrations

Shopify, payment gateways, shipping, WhatsApp and custom APIs.

Learn more

Support & AMC

SLA-backed support, upgrades, backups and server monitoring.

Learn more

ERPNext Hosting

Frappe Cloud first - managed hosting run by the makers of ERPNext.

Learn more
Build Your Training Plan

Get a training plan
for your team

Tell us about your team size and go-live targets. We'll design a curriculum that fits.

  • Customised curriculum
  • Flexible scheduling
  • Experienced ERPNext trainers

Request Training Proposal

Request Received!

Our training program director will reach out to you within 24 hours. For urgent questions, call us directly at +91 77780 25099.

Request a training plan