Initial setup (system setup)
This document outlines the initial setup procedure for ERPNext for the Japanese market. It covers everything from basic master data entry to ERP configuration and accounting master data setup.
5 min
Purpose of this document
This is a procedure manual for the initial setup that system administrators perform when launching a new environment.
The setup is divided into the following three stages, each stage of which is automated by a script. The administrator will,bench execute Basic setup can be completed simply by executing the script sequentially using the command line.
第1段階：基本マスタ投入（国・通貨・単位・品目グループなど）
第2段階：ERP設定（ロット管理・価格表・納期など業務パラメータ）
第3段階：会計マスタ（勘定科目・税テンプレートなど）
Phase 1: Input of Basic Master Data
script:setup_erpnext_bootstrap.py
Execution command:
bench --site <サイト名> execute my_custom_app.scripts.platform.setup_erpnext_bootstrap.runBefore registering companies and items, you will need to input the basic master data that forms the foundation of the information.
Content to be registered
| # | Item | Contents |
|---|---|---|
| 1 | Country | Register Japan |
| 2 | Currency | Register Japanese Yen (JPY) and US Dollar (USD) |
| 3 | Units | Pieces, kg, g, pack, box, case, set, L, mL, etc. Unit conversion (e.g., 1 kg = 1000 g) is also available. |
| 4 | Fiscal Year | Japanese Fiscal Year (April to March of the following year) Create |
| 5 | Item Group | Hierarchy of item categories such as finished goods, work in progress, raw materials, packaging materials, etc. |
| 6 | Supplier Groups | Groups including raw material suppliers, packaging material suppliers, equipment and supplies, etc. |
| 7 | Customer Groups | Groups such as supermarkets/retailers, wholesalers, e-commerce (individuals), and overseas customers |
| 8 | Sales Area | Regional Master Data for Hokkaido, Tohoku, Kanto, etc. |
| 9 | Price List | Standard Purchase Price List / Standard Sales Price List |
| 10 | Warehouse Type | Warehouse types for transport and storage |
| 11 | Global Defaults | Company-wide settings such as default currency (JPY) and default country (Japan) |
| 12 | Inventory Settings | Basic Inventory Management Settings |
What to do manually next
- Company Creation:
/app/company/newRegister your company (a default warehouse will be automatically generated when you create your company). - User Creation: Create user accounts for administrators, sales staff, manufacturing staff, etc.
- Role Assignment: Assign the appropriate role (sales user, manufacturing user, etc.) to each user.
Phase 2: ERP Configuration
script:setup_erp_settings.py
Execution command:
bench --site <サイト名> execute my_custom_app.scripts.platform.setup_erp_settings.runSet the various parameters necessary for the operation.
Contents to be set
| # | Item | Contents |
|---|---|---|
| ② | Lot Number & Expiration Date | Enable the "Lot Number Included" and "Expiration Date Included" settings for finished products and raw materials. |
| ③ | Automatic lot selection | In inventory settings, lots are automatically selected according to the first-in, first-out (FIFO) principle (manual confirmation is recommended during operation). |
| ④ | Price List | Create price lists for wholesale, direct sales, e-commerce, and business-to-business sales channels |
| ⑤ | Item Price | Register the unit price for each finished product and each sales channel |
| ⑥ | Pricing Rules | Set rules for seasonal discounts and bulk purchase discounts |
| ⑦ | Shipping Lead Time | Standard delivery times (in days) are set for each finished product and raw material. |
| ⑧ | Lead time by supplier | Set the number of days until delivery for each supplier |
Lot management settings
The following items will be set to "with lot number" and "with expiration date".
- Ingredients: Soybean-based ingredients (black beans, white beans, etc.)
- Finished Product: All finished products (necessary for tracking product lots)
Note: Turning on "Require Lot Number" will require you to specify the lot number when receiving or shipping goods.
Example of setting pricing rules
By setting pricing rules, discounts will be automatically applied according to the conditions.
| Rule Name | Type | Conditions | Discount |
|---|---|---|---|
| Seasonal Discount (Mid-Year Gift) | Limited Time Offer | July 1st - August 31st | 5% Discount |
| Bulk Purchase Discount | Quantity Requirements | 100 pieces or more | 3% discount |
Stage 3: Accounting Master
script:setup_accounting_masters.py
Execution command:
bench --site <サイト名> execute my_custom_app.scripts.platform.setup_accounting_masters.runSet up the master data necessary for accounting processing.
Contents to be set
| # | Item | Contents |
|---|---|---|
| 1 | Account Titles | Add account titles such as manufacturing cost, cost of goods sold, and work-in-progress. |
| 2 | Tax Template | Consumption Tax Template (10% / 8% Reduced Tax Rate) |
| 3 | Bank Account | Register your company's bank account |
| 4 | Linking warehouses and accounts | Setting up inventory accounts for each warehouse |
| 5 | Default Accounts for Items | Set default values for expense and revenue accounts for items |
| 6 | Cost Centers | Create cost centers by department |
| 7 | Payment Methods | Register payment methods such as cash, bank transfer, and promissory note. |
Other Setup Scripts
| Script | Purpose |
|---|---|
setup_company_fields.py | Company custom fields (logo, contact information, etc.) |
setup_admin_workspace.py | Customizing the Admin Workspace |
setup_workspace_improvements.py | Menu improvements for each workspace |
setup_system_notifications.py | System Notification Rules |
setup_pr_workflow.py Purchase requisition approval workflow | |
setup_customization_workflow.py Workflow for Customization Requests | |
setup_ec_integration.py | EC Integration Settings |
setup_keiei_dashboard.py | Management Dashboard Settings |
setup_clip_inspection.py | Clip Inspection Settings |
Execution order of setup
1. 第1段階（基本マスタ投入）：setup_erpnext_bootstrap.run
↓
2. 会社の作成（Web画面から手動で）
↓
3. 第2段階（ERP設定）：setup_erp_settings.run
↓
4. 第3段階（会計マスタ）：setup_accounting_masters.run
↓
5. 品目マスタの登録（Web画面またはインポート）
↓
6. 部品構成表（BOM）の登録
↓
7. 顧客・仕入先の登録
↓
8. その他の設定スクリプト（必要に応じて）
Tips for Use
- Fiscal Year: In Japan, it is generally from April to March of the following year. Please check your company's actual fiscal year in your settings.
- Unit Conversion: When dealing with different units in bills of materials or requirements calculations (e.g., kg ↔ g), you need to register the conversion coefficients in the unit conversion table.
- Backup: Before setup
bench --site <サイト名> backupWe recommend backing up your data. - Demo Data: Sample data for the demo environment is
scripts/demo/You can input it using the script below.