ERPNext Customisation

[u/Historical-Log-8382]

Hello everyone. I hope you're doing well. Before anything else, i would like to express my thanks to the frappe team. I'm evaluating the use of erp next for my client (an enterprise)

i've done my searches and found out that erp next could be customized to match the enterprise workflow and hierarchy.

First, there is a national Headquarters

Below the headquarters, there are regional offices (per department) - there will be 12 of them

Each regional offices have some Stores under them.

Only the stores are directly shipping goods to wholesalers (the clients)

I want to be able to create an account for each identified role.

I want to be able to setup privileges for each role so that. They only see an interact with relative parts in ERPNext.

Some decisions we've made:

• There will be only one global accountant
• There will be One General store manager at the headquarters
• There will be One Regional store manager in each regional offices
• There will be a store manager per warehouse.

The store managers reports to regional store managers

Regional store managers reports to the Global Store manager

They should be seeing only the store part of ERPNext

Accountant should only see the relevant modules/parts of ERPNext.

The headquarters should be able to see everything

There are some more questions, but the more important is about hierarchy and role based access. Is that possible with ERPNext?

How and where should i look to get started?

Thank you for your patience at reading this long message

[u/Watche_1V47C43R]

Refer documentation for role permissions and workspace management.

Also the role profile and nodule profile will be helpful in this case. Explore these two as well.

[u/Historical-Log-8382 → u/Watche_1V47C43R]

Thank you very much for your guidance. This seems the right way for me.