ERP Basic Implementation [English]

Curious about Enterprise Resource Planning (ERP) systems and how they work? This beginner-friendly course is designed to introduce you to the fundamentals of ERP, helping you navigate the system and build a solid foundation for your career.

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Responsible	Jeffrey Eh
Last Update	05/09/2025
Completion Time	43 minutes
Members	2

Course
Reviews

ERP General User Guide [ ERP 用户指南 ]

1Lessons · 1 min
Sales Module【销售模组】

7Lessons · 5 min
- Introduction to Sales Module 【销售模组介绍】
  
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- Product Setup 【添加产品】
  
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- Create Quotation【创建报价单】
  
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- Send quotation 【发送报价单】
  
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- Create Pro-Forma Invoice【形式发票】
  
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- How to Create Invoice【创建发票】
  
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- Sales Reporting【销售分析报表】
  
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Accounting Module【会计模块】

10Lessons · 7 min
- Introduction to Accounting Module【会计模块介绍】
  
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- Chart of Accounts【会计科目表】
  
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- Fiscal Year Setup【财政年度】
  
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- Upload Bank Statement【上传银行账单】
  
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- Bank Reconciliation【银行对账】
  
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- Bank Statement PDF to Excel Spreadsheet【银行账单PDF格式转Excel格式】
  
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- Export customer invoice data
  
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- Set up Paid Capital
  
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- Balance Sheet
  
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- Profit and Loss
  
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Expense Module【报销模块】

3Lessons · 5 min
- Introduction to Expense Module【报销模块介绍】
  
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- Submit Claim Expense on PC【报销费用-电脑端】
  
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- Submit Claim Expense on Phone【报销费用-手机端】
  
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General Setting【常规设置】

1Lessons ·
Purchase Module【采购模块】

2Lessons · 3 min
- Introduction to Purchase Module【采购模块介绍】
  
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- Request for Quotation【采购询价单】
  
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KnowSystem Module【知识库模块】

3Lessons · 3 min
- Introduction to KnowSystem【知识库模块】
  
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- Add KnowSystem Tag【添加标签】
  
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- Upload Attachment【上传文件】
  
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Discuss Module【讨论模块】

2Lessons · 3 min
- Introduction to Discuss【讨论模块介绍】
  
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- Open New Chat
  
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Point of Sale【销售点模块】

1Lessons · 1 min
- Introduction to Point of Sale
  
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Employee Module

2Lessons · 2 min
- Introduction to Employee
  
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- Check Assigned Task
  
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eLearning Module

3Lessons · 1 min
- Introduction to eLearning
  
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- ERP E learning System Set Up 线上课程系统搭建
  
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- Upload video
  
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Website Module

10Lessons · 5 min
- Introduction to Website 创建网站
  
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- Create menu bar 创建网页菜单栏
  
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- Add new website page 添加新页面
  
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- SEO Setup 搜索引擎优化
  
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- Multi Language Setup & Content Translation 多国语言
  
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- Create product webpage
  
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- Upload Image
  
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- Upload Video
  
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- Insert link to text
  
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- Insert link to image
  
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Contacts Module

1Lessons · 1 min
- Introduction to Contacts
  
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Project Module

4Lessons · 6 min
- Introduction to Project
  
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- Create and setting project
  
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- Set stage and open task
  
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- Schedule activity for task & project
  
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Inventory Module

1Lessons ·
- Introduction to Inventory
  
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Summary

Purpose

- - Introduce beginners to the fundamentals of Enterprise Resource Planning (ERP) systems.
  - Provide clear guidance on how ERP works and its key functions.

Key Points

- - Explains core ERP concepts in a beginner-friendly manner.
  - Helps learners navigate and use ERP systems effectively.
  - Builds a foundational understanding for further learning.

End Results for Users

- - Gain confidence in using ERP systems.
  - Establish a solid foundation for career development in business and technology.

True control comes from seeing the whole picture in one place.

Dawis Toh• ERP Consultant

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