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Customized ERP

An ERP that fits how you work

We implement ERPNext around the way your business runs: mapped first, configured before coded, and supported well past go-live.

06 / 07Customized ERP

Process first,
software second

Our approach

ERPNext covers selling, buying, stock, manufacturing, accounts and projects, with HR and payroll through Frappe HR. One entry can reserve stock, tell the store what to pack and tell accounts what to bill. It is open source, so the system and your data stay yours.

The hard part is fitting it to the business. We map how work really runs, agree how it should run, then configure ERPNext to match. We write code only where your process is how you win, and keep it in a separate app so upgrades stay simple.

What we deliver

Everything an ERPNext rollout needs, from the first workshop to the first month-end close on the new system.

Phone enquiryQuotation
Order in a notebookSales Order
WhatsApp to storePick List
Truck leavesDelivery Note
Bill typed laterSales Invoice
01

Process mapping

We follow real orders from enquiry to cash, and turn every informal step into one the system can run.

Settings0 / 5 decided
StockDefault Valuation MethodSelectFIFO
StockAllow Negative Stock
SellingSales Order required to invoice or deliver
BuyingPurchase Order required for receipt
ManufacturingBackflush raw materials based onSelectBOM
02

Module setup

Selling, buying, stock, manufacturing and accounts, configured with the rules your team agreed.

ItemCustomize Form
Item CodePKG-0001
Item GroupBoxes
Stock UOMNos
Board GSMcustom_board_gsm180
Die No.custom_dieD-114
Die Registernew doctype · acme_packaging app
DieD-114Press count18,240StatusIn use
03

Custom fields, doctypes and apps

Where your process truly differs, we extend ERPNext in a separate app and leave the core alone.

Web storeorders in
Paymentsreceipts in
ERPNextREST · webhooks
Couriershipments out
Bankstatements in
04

Integrations

Your web store, payment gateway and couriers talk to ERPNext through its REST API and webhooks.

Sales this month₹ 42.6 L
Receivables₹ 18.2 L
Monthly sales
Open orders37
To deliver today12
Orders per week
Below reorder level9
Pick lists open6
Stock value by warehouse
Overdue invoices14
Unreconciled bank lines23
Receivables by age
05

Dashboards and reports

Each role opens to the numbers it acts on: number cards, charts and reports, set up by role.

Cutover plan0 / 5 ready
Masters importedData Import
Opening stock postedStock Reconciliation
Unpaid invoices carried overOpening Invoice Creation Tool
Trial balance matchedTrial Balance
Users trained, roles setRole Permissions Manager
Go-live
06

Training and go-live

A cutover planned step by step, people trained on their own data, and us beside them after go-live.

Messy sheets in,
clean masters out

Data migration

Master data is the base everything else points at: items, customers, suppliers, prices, the chart of accounts. Load it messy and every order inherits the mess. So we clean it on the way in, with rules agreed with the people who own each list.

Three sheets, one list. We pull every source into one place before we change a single cell.
One spelling, one case, one unit. Rules we agree with you, applied to every row the same way.
Same item, three names. We merge them into one record and keep the old names as references.
Every item needs a group and a unit. Gaps go back to the person who owns the list, not into the system.
Loaded with ERPNext’s Data Import: a template, a preview that flags problems, then an import log.
stock.xlsx" corr box 12x10x8 "Corrugated Box 12×10×8 innosNos—Boxes—stock.xlsx3 rows → 1✓ ReadyPKG-0001
legacy.csv"CORRUGATED BOX 12X10X8"Corrugated Box 12×10×8 inPCSNosBoxes—legacy.csv
sales.xlsx"Box corrugated 12 x 10 x 8"Corrugated Box 12×10×8 inpcsNos——sales.xlsx
stock.xlsx"kraft tape 48mm"Kraft Tape 48 mmrollRollTapes—stock.xlsx2 rows → 1✓ ReadyPKG-0002
legacy.csv"KRAFT TAPE 48 MM"Kraft Tape 48 mmRollsRoll——legacy.csv
sales.xlsx"Stretch film 23mic"Stretch Film 23 micronkgKgFilms—sales.xlsx✓ ReadyPKG-0003
stock.xlsx"bubble wrap 1m "Bubble Wrap 1 m——Wraps—stock.xlsx! No unitBack to owner
7 source rows → 4 records3 ready · 1 sent back to its owner3 items imported · 1 held for its owner
Merged · old names kept as referenceslegacy.csv · CORRUGATED BOX 12X10X8sales.xlsx · Box corrugated 12 x 10 x 8legacy.csv · KRAFT TAPE 48 MM
Checks on every recordItem group set · 4 of 4Unit set · 3 of 4Bubble Wrap 1 m → back to the store team
Data Import · Item · Insert New RecordsPreview · 0 warningsImport log · 3 records created

Fictional data. Tap a stage to hold it.

Configure before
we customize

Fit without forking

When ERPNext and your business disagree, we try the lightest fix first and move down a rung only when it can’t hold the rule. Each rung costs more at every upgrade, and the last one we leave alone.

Request 1 of 3Request 2 of 3Request 3 of 3New ERPNext releaseRequests
01ConfigurationSettings, roles, workflows, print formats, notifications
Hold orders over a customer’s credit limitCredit Limit + an approver role
Carries over
02Customize FormCustom fields and property setters, kept apart from the standard form
Record board GSM on every itemCustom Field custom_board_gsm
Carries over
03Your own appNew doctypes, server logic, reports and integrations, versioned in git
Track each die and its press countDie Register doctype in your app
Re-tested on each release
04Core editsChanging ERPNext’s own code
We leave this rung alone
bench update stops on local changes

Our rule of thumb, not a benchmark. Why we work this way: ERP is a process project.

From first workshop
to steady state

Project stages
  1. 01DiscoveryHow the business makes money, where work gets stuck, and what must change first.
  2. 02Process mappingReal orders, purchases and month-ends followed from start to finish.
  3. 03Solution designThe target process, its owners, and the lightest fix for every gap.
  4. 04ConfigurationCompany, accounts, modules, roles, workflows and print formats set up.
  5. 05Custom appFields, doctypes, scripts and integrations built in a separate app.
  1. 06Data migrationMasters cleaned and imported, then opening stock and balances posted.
  2. 07TestingKey users run real scenarios end to end, and we fix what breaks.
  3. 08TrainingRole by role, on your own data, with short written guides.
  4. 09Go-liveCutover on a planned date, with us beside your team in the first weeks.
  5. 10ImprovementWe measure against the baseline, fix what blocks people and add what is next.

Built on

  • ERPNextOpen-source ERP: accounts, stock, selling, buying, manufacturing, projects
  • Frappe FrameworkThe platform under it, for custom doctypes, apps and the REST API
  • Frappe HRHR and payroll, running alongside ERPNext
  • India ComplianceGST returns, e-invoicing and e-way bills inside ERPNext

Further reading

ERP · 10 min readERP is a process project, not a software projectMost ERP projects that struggle have software that works and a process nobody agreed on. Here is what the research says, and how we set up the process before we touch a single setting.ERP · 11 min readWhat ERP really delivers after go-live, and whenResearch on ERP outcomes tells a consistent story: performance often dips right after go-live, the benefits arrive in a predictable order, and only companies that measured their baseline can prove them. Here is what the studies found, and how we measure it.

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