Training for ERPNext go-live: practise the work, including exceptions

Define what each role must complete

Start with the tasks people need to finish during a normal working day. A sales user, warehouse operator and finance reviewer need different practice. Give each group a short set of scenarios with an expected result rather than a tour of every available screen.

Prepare realistic practice data

Use examples close to the real operation while removing personal or commercially sensitive details. Include the items, units, warehouses and approval steps needed for the exercise. Keep training separate from production so mistakes can be discussed and corrected without affecting live records.

Practise the difficult cases

After the usual transaction, introduce a shortage, an incorrect value or a request that needs approval. Ask learners to explain what they would do and whom they would contact. These situations often reveal a missing operating rule or an unclear responsibility that another presentation would not resolve.

Check understanding through completed work

Attendance is not the same as readiness. Ask participants to complete the agreed scenarios with their intended role and permissions. Capture the questions that remain, assign an owner and update the instructions. Short task-based notes are easier to use at a busy desk than a large slide deck.

Make the support handover explicit

Before go-live, tell the team where to report a problem, which details to include and who will decide its priority. Agree how temporary workarounds and corrections will be recorded. Schedule a review of the first live transactions and revise training around the issues that actually occur. The goal is a team that can complete work and recognise when it needs help.