Process study & fit-gap
Workshops on how you buy, sell, stock, make and account, then a written map of what ERPNext covers out of the box and what needs configuring or building.
ERPNext Implementation
ERPNext, set up around how your business works.
We take you from spreadsheets or old software to a working ERPNext system: process study, configuration, data migration, customisation, training and go-live. Delivered remotely for businesses worldwide, on Frappe Cloud or your own server.
Why Implementations Fail
Going live is easy. Getting it used is the work.
Many ERPNext projects go live and then quietly fail. The setup was copied from a template instead of your processes, opening balances never quite matched, custom features were bolted on that nobody maintains, and the team went back to spreadsheets.
We start from how your business actually runs, migrate data you can trust, keep customisation lean and upgrade-safe, and stay through the first months until ERPNext is how your team works every day.
What's Included
Everything from process study to go-live.
Configuration
Companies, chart of accounts, taxes, warehouses, price lists, naming series, roles and permissions, approval workflows and print formats, set up for you, not left at defaults.
Data migration
Customers, suppliers, items, opening balances and opening stock, cleaned and reconciled against your old system, with a parallel run before you switch over.
Upgrade-safe customisation
Custom fields, reports, dashboards and doctypes in a separate, version-controlled Frappe app. Never edits to ERPNext's core, so upgrades stay safe.
Integrations
Connect your online store, payment gateways, WhatsApp and other systems, for example a Shopify ↔ ERPNext integration.
Training & go-live support
Role-based training for each team, short how-to guides, and close support through go-live and the first month-end close.
Modules
The ERPNext modules we implement.
Start with what you need now and add modules as you grow. It's all one system with one database.
| Module | What we set up |
|---|---|
| Accounting | Chart of accounts, taxes, banking and payment reconciliation, cost centres, budgets, multi-currency and multi-company |
| Selling & CRM | Leads, quotations, sales orders, price lists, pricing rules and invoicing |
| Buying | Material requests, supplier quotations, purchase orders with approval workflows, landed costs |
| Stock | Warehouses, batches and serial numbers, barcodes, reorder levels and stock reconciliation |
| Manufacturing | Bills of materials, work orders, repacking and production planning |
| HR & Payroll | Employees, onboarding, attendance, leave, salary structures, payroll and document-expiry alerts |
| Projects | Projects, tasks, timesheets and project-wise costing |
| Point of Sale | POS profiles for counters and stores, with stock and accounts updated live |
How It Works
A clear plan, tested before go-live.
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Discover & design
Process workshops and a fit-gap review, then a written proposal with scope, timeline and a fixed cost.
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Build & migrate
We configure ERPNext on a staging site, build what's needed and load your cleaned-up data.
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Test & train
Your team runs real transactions on staging and gets role-based training, while we fix anything that doesn't fit.
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Go live & support
Cut-over with a parallel run where needed, then close support through your first month-end and beyond.
Your System, Your Ownership
No lock-in. Ever.
ERPNext is open source, with no per-user licence fees. We set it up so you stay in control of your system, your data and your code.
01
Accounts in your name
Hosting, code repositories and administrator access belong to you, not to us.
02
Frappe Cloud or self-hosted
Managed hosting from the makers of ERPNext, or your own server. We help you choose and set up either.
03
Staging before production
Every change and upgrade is tested on a copy of your system first, so production stays stable.
04
Documented setup
Configuration and customisations are documented, so any competent ERPNext team could support you in future.
Worldwide
Implemented remotely, wherever you are.
Every stage of an ERPNext implementation works remotely: process workshops over video call, configuration on a staging site you can log into, and training by screen share. We overlap the full working day with the Gulf, mornings with the UK and Europe, and early mornings with the Americas.
ERPNext supports multiple currencies, companies and languages. We set up your country's taxes and reporting, using India Compliance for GST in India and regional apps or tax templates elsewhere. Proposals and invoices can be in USD, EUR, GBP, AED or INR.
FAQ
ERPNext implementation questions.
How long does an ERPNext implementation take?
It depends on scope. A focused rollout of accounting, buying, selling and stock for one company is usually a matter of weeks. Multi-company, manufacturing or heavily customised projects take longer. You get a timeline in the written proposal before work starts.
Does ERPNext have licence fees?
No. ERPNext is open source, with no per-user licence fees. You pay for hosting (Frappe Cloud or your own server) and for the implementation and support work.
Should we use Frappe Cloud or host ERPNext ourselves?
Frappe Cloud is managed hosting from the makers of ERPNext, with backups and updates handled for you. Self-hosting gives full control and can cost less at scale, but needs someone to maintain the server. We help you choose and can set up either.
Will customisations break when ERPNext is upgraded?
We never edit ERPNext's core code. Customisations live in a separate, version-controlled Frappe app and in standard configuration, and are tested on a staging site before each upgrade.
Can you move us from Tally, QuickBooks or other software?
Yes. We migrate masters, opening balances and opening stock, reconcile them against your old system, and can run both systems in parallel for a period before you switch over. See how we migrate to ERPNext.
Can you implement ERPNext remotely for a business outside India?
Yes. Workshops, configuration, data migration and training all happen over video call and screen share, with a staging site you can test on. We bill in USD, EUR, GBP, AED or INR.
Who owns the system after go-live?
You do. Hosting, code repositories and administrator access are set up in accounts you own, and the setup is documented, so you are never locked in.
Planning an ERPNext implementation?
Tell us about your business and what you want ERPNext to do. We'll reply within one business day with next steps.
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