ERPNext is a free, self hosted, open source ERP System that is Enterprise and Production ready.

[Music] hey it's your open source advocate and i'm back with another video this one is by request so i'm going to go through basically setting up an erp system and this one's called erp next so this is a entity resource planning system basically can you control your inventory your stock your suppliers you're selling i mean just so many different aspects about a business that it's not funny and a really good erp system can make all the difference in the world as to how many people you have to hire and have using those systems and in those systems so if you have a really good erp system you can potentially cut down on how many people you have to hire to to deal with your erp side of your of your business and then reallocate that money and those positions to people on other parts of the business that may need it so i'll say right now the company i work for makes an erp system for government it is a professional level system uh enterprise level system i am not familiar with erp i don't know a lot about erp because i don't work on that part of the system i work on public safety again law enforcement fire ems but erp is a huge part of my company's business and i know it's a huge huge aspect to any business having a good erp system so i am going to go through the setup and install of of erp next and i'm going to use the docker version of it so there is other ways there are other ways to install erp next you can install it straight up on your server i did find that they have an official docker version here and it's under this program here called frappe i guess or i guess frappe erp next so as you as you kind of scroll down through here you'll see there's quite a bit to it and they've got a good amount of documentation which is great sometimes it's hard to find really good documentation for these projects but in this case these these guys really seem to have plenty of documentation out there so it really wasn't too much trouble to figure out how to get things installed um so as as we go down we'll see just you'll see that we have the the option of full install virtual image and some other ways that you can do things are also out there in their main site but they have licensing and then they have you know if you want to contribute and logs trademark usage things like that so be aware there are there are some some things there that you might want to read through so here is just kind of a starting list of what you may use this for in any kind of business so accounting inventory crm sales purchase hr management system project management support asset management quality management manufacturing website management and then you can customize erp next and also there's a lot more here so you can click on any of those things to kind of get that information they have a nice user guide and a discussion forum so if you've got questions about erp next you can use these things to really help you get into it and learn more about how it's built and what you can do with it so so highly recommend reading this documentation and understanding it and looking for it when you have questions about how to do things so i'm going to go through the install using docker and then getting it set up so that you have a domain or a url that points to the right place and gets you you know get you set up and everything like that once we've got that set up i'll go through some of the main settings not all of the settings because when we get into this thing you'll see that there are just hundreds and hundreds and hundreds of settings that you can set on this system it's really really nice looking again not knowing a lot about erp it just to me looks like it's a very full-featured system but i will show you a few of the settings that i think are kind of important in how to set up your users and things like that so when you come to this link right here under full install you'll want to go out here and click on this next link it takes you to the next place that you need to go in order to kind of find where the information is and they've got a couple of different ways that you can install this even with docker so they have different ways that they call it basically by benches i guess so a single bench or a multi-bench we're going to do the single bench installation and here they have docker installation set so as you move down they've got some pretty decent instructions for you to kind of understand and figure out exactly what you need to do so if you don't have docker installed we'll definitely have to get that but just getting to the right place is important you know out of the gate so they do have docker installation easy install script manual installation so if you click on docker it just jumps you down on the page to that section all right first thing we have to do is set up basically a server so i'm going to use digitalocean for this and i'm going to hit create and then droplet and we're just going to leave it on ubuntu 2004 that is perfect because it's the newest long-term release system i'm going to go to the 10 droplet here and now depending on how many people and how much stuff you're expecting you may have to go higher than 10 but it ran fine for me on the 10 droplet when i did it the first time through so that's what i'm going to use this time but but be aware you may need to use something a little bit higher um as we move down i'm going to hit on new york here that's pretty close to me i mean honestly new york san francisco kind of the same distance for me i'm in texas so right in the middle of the country but you want to pick somewhere that's you know geographically close to your location to get better speeds basically i'm going to keep moving down here i'm just going to go ahead and pick my my ssh keys and as we move down i'm going to put in what i want my url to be and what i'm going to set it as so erp dot open source is awesome.com i'm going to check my spelling here all right once you've got the url in there and you've checked your spelling everything looks good you're just going to move down you're going to hit on create droplet and we're just going to give that a few seconds here for digitalocean to spin that up in the meantime we'll go over to hover and i'll go into my domain here i'm going to click on dns and then i'm just going to go down here i'm going to add a record and then i'm going to type in erp as that's going to be the subdomain of the domain opensourcesawesome.com and then i'm going to set this on 5 minutes and then i'll come back and paste in the ip address that i get from digitalocean here when it's done creating our droplet it's finished so i'm going to copy that i'm just going to come over here and paste it in paste it right there and hit ok to save it and then we'll just check that we see it here in the list which we do great now the first thing we're going to want to do is update and upgrade our server but after that we want to install docker so on digital ocean whether you're using digital ocean or not if you're using a different vps whatever if you're running on ubuntu there's instructions out there on how to install docker ce on ubuntu um just just go out there and google it you'll find this link but i'll put it in the show notes as well but it's pretty straightforward to get this installed so i just wanted you guys to know that it is out there so i'm to go ahead and bring up my terminal and i'm going to ssh and i'm root at i'm just going to paste in the ip for now um i don't it may already be set up for the url but we'll just go by ip first get logged in here and then sudo apt update sudo apt upgrade dash y we'll let that run through and do its thing here all right when that update and upgrade finishes just reboot your server all right i've been in about 20 seconds i'm going to ssh back in but this time i'm going to use the url that we created for this server all right we're in now we want to go and do the actual docker install so i'm just going to copy the commands off of the instructions here and i've already done the update so i'm just going to grab this one copy that copy that command i'm just going to paste it in here and i'm just going to work my way down the page grabbing each command and copying and pasting it in okay we've installed docker ce now now that we've got docker installed we need to go back to our instructions and here it says we're going to do a git clone so we will need git installed just in case you don't have git installed this is the way that you do it you do sudo apt install git it's already installed for me so that's great so now we're going to grab this command we're going to paste that into the terminal and it's going to pull down that repository then we're just going to cd into that repository and we'll just list out what's there so there's a few things here that you need to be aware of and there's a few steps we have to take in order to get erp next installed so first they have this env local env example and env production so these are environment variable files that they've already set up for you so the env example you can just take a look at that if you want to see what it looks like in the example and you can see there's just a few things here there's not really a lot in it if you look at env and let's clear this cat env local it's got quite a bit more stuff in it as far as the environment variables now the local is what you would want if you're going to do development if you're going to be working on erp next and adding features or functionality to it if you're going to run this as part of your actual system for your business then you want to do env production so let's clear one more time and we'll do cat envy production and you'll see just a slight difference in the environment variables on this screen and there are some changes that we need to make so let's go ahead and go through that so we'll clear and then we'll do nano env production so the first one you want to change here is your let's encrypt email so let's just go up here and i'm going to change this to my email but you would want to put in your email of course so the version this is currently set to edge which means this is the latest version like kind of on the development branch so it's got all the latest features and stuff but there may be not as much stability if you don't want the edge version you can go look up what the latest stable version is a vrp next and you can put that here instead of edge so you just find that version number and basically backspace out edge and put in that version number for our purposes we'll leave it on edge that's fine your mariadb host is going to be mariadb so i wouldn't mess with this your my sequel root password equals admin i you know you should change this and it's probably good if you do so i'm going to change this to something at least a little bit harder right so then down here for the site name so you want to give this the actual name that you gave in the url and the same thing here for the sites equal and you want to put that between those single back ticks those are not single quotes those are single back ticks which on my keyboard on the us american keyboard is to the left of the number one on that on that row so we're going to put erp dot open source is awesome.com again here for the db root user that should remain root i would not change that and then for your admin password this is for logging into the system with your administrator account again you should make this a strong password so make it something much much more difficult than admin so we're going to make this just a little bit harder okay something like that and maybe not the pounce i don't know if that's going to count as like a comment let's just try that's good right there okay and then install apps erp next yes we just want to leave that alone all of the rest of this we really don't want to mess with so the things you want to change are your admin password the sites change that to the correct url your site name change that to the correct url your mysql root password you should change and make it a strong password as well and then up here if you want to change the versions you should go ahead and do version number that you want and then on this from version or sorry um erp next version you should look at this and make sure it's the right version the same way for the frappe version make sure it's the version that you want if it's not the edge version you don't want that that most latest thing that could have some instability you should go find the latest stable version and put that version number here and then finally change the email to be your email for the let's encrypt email stuff once you've got all that done you're going to hit control o and then enter to save your changes and control x to get out of that file now we also have a dockercompose.yaml that's what we're going to use to install this so we also need to install docker compose so let's do that real quick so sudo apt install docker compose and then hit enter and you can put a dash y if you don't want to be prompted about it and once that's done just clear out terminal here now that we've changed the env production file we need to copy that to a separate file so we're going to do cpenv dash production and then we're going to say dot env this is what the docker compose file is going to be looking for is a file called env now that we've copied that we'll do ls-a-l and make sure that we see our dot env file listed there if you don't do the dash a you're not going to see all of the files with a period before them they're hidden files now let's look at the docker compose.yaml file so the first thing it has is traffic or traffic i don't really know i guess it's not pronounced traffic but this is kind of like nginx it's a reverse proxy that helps you host websites and proxies traffic through so it's got a whole bunch of things here that are kind of set up already this is nothing we need to mess with i just want you to take a look at it so here you notice it's got ports 80 and 443 if you're going to be installing this along with a bunch of other docker containers or for some reason your 80 and your 443 are already taken you should change these first two so this is the host side this is the docker side you want to leave this like these two after the colon alone but you would want to update these ports to unused ports and then you'll need to use something like nginx proxy manager to forward that properly from 80 and 443 through so now it's also creating some volumes here so you've got a certificate volume which is going to be slash let's encrypt and then your var run docker dot sock is mapped to var run docker dot sock and it's set as read only it's also setting up nginx so all of these things here that you see these are these are environment variables that it's going to use so these are already set and we set those in the environment variable section when we edited that other file so as we run down through the file i don't see anything that we need to change it looks good to me so we can exit this with control x and now we're just going to do the very simple command of docker compose up and then dash d for daemon which means let it run in the background alright once everything finishes installing you should see a done symbol here if you don't have any errors and everything went well it's going to take a few minutes for the erp next software to actually get up and running because it does do a build process once you do the docker install so be patient when you go straight to your site right after this finishes it's probably not going to come up right away you'll want to wait maybe 5-10 minutes i don't remember exactly how long i waited last time but it wasn't very long after that when you restart the containers it shouldn't take quite as long but just be aware there's a build process that happens while we're waiting we can look at the docker ps itself and you can see there's a lot of containers here so i'm just going to make this a little bit smaller for a second so you can actually see once i get them all on one line so this is really tiny but look i mean these are all each a separate docker container that are running right now on the system so this is everything that it uses to run erp next i have nothing else running on this server this is a fresh server so just just so you can see kind of what it actually takes all right get this back up here so we're going to give that a few minutes and then we'll come back and look at the user interface well it's been a day since i set this up and ran it and i have not checked this site since then um had some construction happening outside that was making a lot of noise so let's see if this thing is up and running and ready all right we get our first login page good so just to be clear whenever you get to this it's administrator out of the gate it's not an email address and then it's whatever you set up in the configuration file as your password which i think was just like that let's see if i remember right i don't let's try again there we go that's gonna hit it oh yeah now we can add that it's a bit warden good all right so once you get in then you're gonna get to this wizard and you pick your language select your region so in my case i am in the united states so i've got to jump away down here to the u and then i am not in alaska i am in central time america chicago will work i am nowhere near chicago but that's central time and then the us dollar is fine now for your region wherever you live you should of course pick the appropriate values there don't just copy what i'm doing full name so this is your information there we go and a password i don't want that password so let me put one in then i can remember something like that let's try that again can't type and talk at the same time um okay so select your domains so depending on what your what field are you uh setting up the erp next for is kind of why this asks these questions so if it's education distribution manufacturing retail services agriculture health care non-profit okay so you can kind of pick the ones that you want you notice a few of these have beta listed next to them so just be aware of that but i'm going to say education and then we'll say services and i will move forward and then company name this would of course be your name and that works what does it do um well we'll just keep it simple i t how's that uh bank name put in whatever bank you use and we will do a chart of accounts i'll just leave it standard i don't really know what the difference is here but you can check this out to see let's let's see view chart of accounts okay so if you have accounts and then you want to see numbers let's close that and change it and see what it looks like oh yeah so you get the account numbers with it so depending on what you want kind of set that the way that you want to um i'll just leave mine standard and then start date um is not today but financial year start date so you can kind of set that up click right on through and it's going to start setting up the system so be a little patient while this runs through all right so this is what the site looks like whenever you first come into it and you're not logged in so this all can can be pretty well customized i'm sure this can all be pretty well customized but this is just kind of how it looks so let me just go back to login here and hopefully it does remember some credentials for you now i did set up an account but i don't think that's gonna give me a system admin account let's look here and see there are settings oh maybe so so maybe i did set up myself as a system admin which is great when you first get in and look at settings you'll see all of these settings i mean there's just lots of settings here for all kinds of different things and when you click into system settings you'll see that there's quite a bit of settings there and as you kind of keep going through those different things you can use the little breadcrumb trail here to get back it's a little bit quicker but there's project settings there's print settings there's account settings there's selling settings there's hr settings there's support settings there's education settings i mean just on and on and on and on so i want to go through a little bit of this and talk about a few things that it's worth knowing so here in the portal settings you can set the default role of your of your new people signing up so if they're going to be customers or contractors or things like that just depending on who you're expecting to sign up for your site you can set what that default role will be and additionally you can also set a default path for that person whenever they log in so if the contractors are going to log in you always want them to go to you know a certain section here on the on the left so if we go back here if you set that to stock and and this is where you wanted them to show up then then you could set this as slash stock so basically back in those settings you can go back and set that as slash stock for that user type for that role now here you can also define the the what the menu looks like for that portal so you can hide the standard menu that i've been showing you here that you get whenever you go back to the main page and instead you can say here are the different things that they'll have available on their menu and you can check and uncheck the items that that role should have or have access to now again you're just setting the default role when someone signs up so anybody who signs up will get that role but if you have people who are signing up that are your employees and they need a different role you can go into the system and change that at any point so a couple of things here under the system settings that i want to talk about as you're going through this you'll notice a few things and first of all i really want to cover the two-factor authentication this is really an important aspect of anything whenever you're talking about security for a site so two-factor authentication is is where you can set up a way that someone puts in their username and password and then needs a second factor to help them authenticate i highly recommend the otp app setting and then get you an otp application on your on your phone or smart device it's really nice you almost always have your phone with you and whenever you need that second factor then you've got it right there in your pocket usually as far as email here this is really just kind of your email sign off your your footer i guess you'd say there's a couple of little settings here but this is not where you set up the actual email information like your smtp servers and things like that that's in a different section so we'll get to that in just a minute so up here in the upper right you also have a settings option and whenever you click on that you'll see that you have your profile settings you'll have your your profile so when you click on the settings up here in the upper right you'll see that you have your profile and then your settings and quite a few other things here that you can look at that are more specific to you versus the settings over here in the left side menu so i'm going to log out real quick because i think that when i set up my user i'm not set up as a system admin right now and i'm not seeing all the options so let me get logged out and i'll log back in and we'll go through that all right so to set up your actual email domain and email accounts you need to move below these cards and down here you'll see data email notifications website so you've got a few other things down here below this and you actually want to come to email domain you'll see there's one here set up already as example.com so you can either edit this one to make it what you actually want or you can click on new then you can come in here and put in what's your email address going to be your email server and whether you should use imap or ssl and then the port number for the incoming email so um if you're using something like mail in a box then you would put in um you know your user and and this could be a generic user it wouldn't have to be in fact your user and then email server is going to be um and it does use imap and the port is 995 i believe we'll just say that it is and then my smtp server and this uses uh uses tls dart but that's okay we'll see if that works and then the port in this case is this okay so the one thing i wasn't clicking was this use ssl which on my system it does do so make sure that you check all of the appropriate check boxes that you've got all of your ports set correctly so initially i set up 995 and it's 993 now here on your attachment limit one megabyte that's a little bit small so you might want to increase that you know these days attachments can be pretty big i think 20 is kind of the standard so just you know keep that in mind as you're going through here and setting this up but once you do that and you click on save it goes out and it validates your email server and email information so be a little patient because it can take a couple of seconds the first time after that you should be set and everything should be okay and really what this does is just setting up the domain for another user to say this is the domain i want to use and then they'll have their username and password of course for your email smtp server so they can send email out through erp next that is about the extent of what i know about the erp next software i mean it looks really nice again i'm not an erp expert but it looks like it's got some really great capabilities and features and just tons and tons of things that you can get set up in here so what i'm going to do is i'm going to leave this set up now the email isn't going to work because you don't have an email on my email server and domain but i'll leave this set up and if you want to sign up when you sign up if you'll send me a message on telegram or to my email which i just put on that other uh screen i will go in and set you as an administrator if you're not and if you want admin access to kind of play with this site so i'm going to post this i think on the 1st of september and i will leave this up for 14 days so i'll leave this in fact i'll leave this up until september 15th so halfway through the month so if you want to get in and play with this you can you know if you're messing with it and things like that or if you break it let me know so that i can go back and reset it up real quick if you're having issues getting into it or getting signed up let me know i'm just again i'm not a erp expert so if you have questions things like that they have some really good documentation out there as well but i'll put links in the show notes and in the description i hope you enjoyed this i want to say thank you to all my subscribers and thank you to all the people who've signed up using any of my affiliate codes for digitalocean or ssd nodes or hover and a big thank you to the folks over at patreon my patrons that are signing up and supporting me and supporting my efforts to do these videos i'm having a blast i'm having a good time and i'm going to be putting out another poll soon to kind of see what you guys want next it looks like air sonic is kind of the winner right now but after that i want to see what all you guys are interested in after that so kind of keep an eye out for that as well if you enjoyed this video like subscribe tell your friends about it so they can come along on the journey with us and i'll talk to you next time [Music] you

Channel: Awesome Open Source

Views: 50,086

Keywords: open, source, opensource, open-source, self, hosted, selfhosted, self-hosted, free, libre, software, server, web, internet, browser, linux, mac, macos, os x, windows, microsoft, unix, bsd, ios, android, pi, raspberry, desktop, digital, ocean, digitalocean, vps, tutorial, how to, setup, installation, instructions, cli, command line, terminal, interface, ERP, Enterprise Resource Planning, ERPNext, docker, docker-compose, erp software, erp system, open source software, open source news, open source projects, foss

Id: _08L9pubPCY

Length: 30min 33sec (1833 seconds)

Published: Tue Sep 01 2020