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
  • Added Universal Flying Machine Company.
• Suppliers
  • Added Trilogy-Net.
• 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.