Configuring ERPNext for Maestro

(originally published 2014-11-15)

In my previous post, you may recall I connected for the first time to the new server, and logged in as Administrator. Now the Setup Wizard walks me through the setup procedure.

  • Language: English
  • Initial administrator user: dale@dalescott.net (I may change this some day to an SCC employee, likely Tom, Ned or Mary)
  • Country, timezone and currency
    • Country: Canada
    • Default Currency: CAD
    • Time Zone: America/Edmonton
  • Organization
    • Company: Swift Construction Company
    • Company Abbreviation: SCC
    • Financial Year Start Date: 01-01-2017
    • Financial Year End Date: 12-31-2017
    • What does it do: “Wonderful Advances in Land and Sea Locomotion.”
  • Letter and Logo images (not requested in latest version of installer)
  • Taxes (not requested in latest version of  installer)
  • Customers
  • Suppliers
  • Products and Services
    • Added PN 20000003 (“PCA, AIRCRAFT WIRELESS”), which is sold and purchased as described (Group: Products, UOM: Unit)
  • Backup the database again (using cli, see previous post)

This seems to be enough to get things going. I need to import all the SCC parts next.

Creating and logging in as a new user seems to remove the original “Administrator” user.

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