Join us for a hands-on, in-person training on running your trading and distribution business on ERPNext. Through guided sessions, real-world scenarios and open discussion, you’ll learn how to handle your everyday buying, selling, stock and accounts work with confidence, and see live demos of how AI can take the grunt work out of trading.Venue:Wahni IT Solutions,Al Nisf Building, Office No. 331, Near Cargo Village, Dubai Airport Road, Dubai.Who is this for?New businesses looking to implement ERPNext and/or AI for their businessesTrading and distribution companies already on ERPNext that aren’t getting the results they expectedBusiness owners evaluating ERPNext who want to see real trading workflows before committing to itImporters, exporters and re-exporters handling multiple currencies, suppliers and shipmentsSales, purchase, warehouse and accounts teams who use ERPNext every day and want to work faster with fewer mistakesManagers who want reliable numbers on margins, stock and receivables without chasing spreadsheetsAnyone curious about how AI can help with forecasting, purchasing and price management in a trading businessWhat it takes to get value from ERPNextKnowing the system: Understanding what each screen is for, not just which buttons to click. Why is a Delivery Note separate from a Sales Invoice? Why record a Purchase Receipt before the supplier’s bill? When does a Pricing Rule save you time over editing prices by hand? Once the purpose is clear, the system starts to make sense.Seeing your business in it: Trading runs on margins, landed costs, credit terms and stock turns. We’ll show how ERPNext tracks what managers care about (margin by customer and item, overdue receivables, slow-moving stock) and how executives can quote, confirm and dispatch orders quickly.Getting your team on board: The software is the easy part; getting everyone to use it consistently is harder. We’ll share practical ways to roll out changes, set simple habits and keep data clean across sales, purchase, warehouse and accounts.Format and FlowGuiding Principle: Simplicity is the Ultimate SophisticationSelling: from enquiry to cashCustomers, Price Lists and Pricing Rules (discounts, schemes, customer-specific rates)Quotation, Sales Order, Delivery Note and Sales InvoiceCredit limits, payment terms and collecting paymentsHandling back orders, partial deliveries and returnsBuying: from requirement to supplier paymentReorder levels and Material RequestsPurchase Order, Purchase Receipt and Purchase InvoiceImport purchases in foreign currencyLanded Cost Voucher: adding freight, duty and clearing charges to your true item costDrop shipping directly from supplier to customerStock and WarehousesItems, variants and units of measure (carton, piece, pallet)Multiple warehouses and stock transfersBatch and serial number trackingBarcode scanning and label printingStock counts and reconciliationAccounts and ReportsUAE VAT on sales and purchasesMulti-currency transactions and exchange differencesReceivables and payables ageingGross profit, sales analytics and stock ageing reportsDashboards for owners and managersAI for Trading (live demos)Sales and inventory forecasting: Use your past sales in ERPNext to predict demand by item, customer and season, so you know what to reorder, how much, and when. Spot fast movers before they go out of stock and slow movers before they tie up cash.Smarter reorder suggestions: Turn the forecast into suggested purchase quantities per warehouse, factoring in supplier lead times and current stock, ready for your purchase team to review and convert into Purchase Orders.Uploading supplier price lists: Suppliers send price lists in every format: Excel, PDF, even photos. See how AI reads them, matches each line to your items, updates buying prices in ERPNext, and highlights what went up or down, so price updates take minutes instead of days.Where AI fits, and where it doesn’t: Practical guidance on which tasks are worth automating today, how to keep a human check on the output, and how to start small.Hands-on Group Exercises: Work through real trading scenarios end to end, from customer enquiry to supplier payment, with experts on hand to answer questions and review your approach.Outcomes of the trainingYou will leave confident running your daily trading operations on ERPNext, clear on how to get more out of the system you already have or are about to adopt, and with practical ideas for using AI to forecast demand and keep supplier prices up to date.Pre-RequisitesCuriosityWillingness to learnA laptop, if you want to try alongNote:This is a training program only; no certification will be provided for this batch.Lunch is not included in the fees. Participants can find food options nearby during the lunch break. Ideal for trading and distribution business owners, managers and ERPNext users who want practical, classroom-based learning on running their business on ERPNext, with a look at how AI can make it faster and smarter.
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