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1. Setup

hyau0008 edited this page Aug 28, 2026 · 3 revisions

For the rest of this section, it will be assumed that the page is hosted on http://localhost:8000 using the default settings. Remember to change the URL if you use non-default options.

Setup Wizard

  1. Go to http://localhost:8000/login#login. Login with the default administrator details:
  • Email address: Administrator
  • Password: admin
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  1. After logging in, you will be greeted with the setup wizard. Select English as the language:
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  1. Type "Malaysia" in the country field, the time zone and currency fields will be automatically filled in:
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  1. Select "Manufacturing" as your domain. This is necessary to load modules related to manufacturing:
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  1. Type in your company name, such as "Lembaga Getah Malaysia". Click outside of the textbox and the company abbreviation field should autofill. Note: This abbreviation will be used throughout the system, such as being attached to the end of the company's warehouse names (e.g. Source Warehouse - LGM).
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  1. Fill in organisational details as necessary. Ensure your financial year does not exceed 1 year. Select the "Complete Setup" button, and wait for a few minutes for the automated setup to complete.
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Desk

After setup, you should be brought to the desk (http://localhost:8000/desk). This is where you can access modules related to manufacturing and custom LGM Doctypes. Remember the /desk URL suffix, as you might need to type in /desk when navigating from time to time.

Accessing the custom LGM Doctypes:

  1. Select the "Projects" section, or go to the Projects URL (http://localhost:8000/desk#modules/Projects):
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  1. The LGM Doctypes can be found under the "Lembaga Getah Malaysia" tab under the Projects section. The most important ones are the following, highligted in red.
    1. "Technological Request Sheets LGM"
    2. "Work Order LGM"
    3. "Job Card LGM"
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Setting up Doctypes

Searching for Doctypes using the Awesomebar

In ERPNext, the Awesomebar can be used as the searchbar for every Doctype. This will be incredibly helpful for navigation and when creating the various Doctypes for setup. It can be found in the top right corner of the screen.

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Options with the word "list" at the end opens list view, and allow you to open a list to view all items. image

Here is how the list view page looks like. Note that any instances of the particular Doctype will be visible in the middle list when they are created: image

Create new Doctype instance

To create a new instance for a Doctype, search New <DOCTYPE NAME>, then click New on the top right corner. You can also select the New button if you are already on the list view page of the item. image

Populating the following doctypes:

  1. Item Group

  2. Item

  3. Mixer Type LGM

  4. Two Roll Mill Mixer Type LGM

  5. Workstation

  6. Employee

Item Group

Screenshot from 2024-02-07 15-09-39

  • Item Group should be populated before Item to prevent missing item groups when creating items.

Item

Screenshot from 2024-02-07 15-05-33

  • For Item doctype, Maintain Stock field should be checked and Opening Stock should put the stock available in the warehouse (such as 10000 gram). Standard Selling Rate put 1 as a representation of 1 gram, as shown in the image above. Default Unit of Measure should be Gram, as shown in the image above.
  • Items can be imported through Data Import. Search Data Import List. Create a new data import.
  • Document Type put Item. Import Type put Insert New Records. Then click Save. Screenshot from 2024-02-07 15-14-42
  • For reference, the headers of the data file should be the same as the image above. Modify Item Code, Item Name, Item Group and Item Density columns. The rest of the columns please remain the same.
  • User can either upload an excel sheet or paste a link of the google sheet to import data.

Mixer Type LGM & Two Roll Mill Mixer Type LGM

  • Create a new mixer by inputting the mixer name and mixer volume.

Workstation

  • Workstation is the location in ERPNext. For example, a workstation can be weighing station, or storage room 1.

Employee

  • Create a new employee by inputting the name, date of birth, date of joining and gender is sufficient.

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