HR, accounts, CRM and buying in one ERPNext system

The challenge

The client's HR, finance, customer and purchasing information lived in separate places, and attendance was recorded by hand. They wanted one system that every team could work from, with approvals that keep requests moving.

What we delivered

1. Human resources and biometric attendanceThe complete HR module, extended with custom documents, print formats and reports. Biometric devices are integrated, so attendance is captured automatically.
2. AccountingThe Accounting module configured for the organisation's financial transactions, with print formats and reports in the layouts the team needs.
3. CRMLeads and customer relationships in one shared record instead of separate lists.
4. Buying and procurementMaterial Requests and Purchase Receipts, with supplier information held in custom supplier documents.
5. Custom documents, print formats and reportsCustom documents built around the organisation's own processes where standard ERPNext didn't fit.
6. Web formsInformation submitted online goes straight into the system, with no retyping.
7. Workflows and notificationsApprovals follow defined steps, and notifications alert the right people.
8. WorkspacesA home screen for each team, so people reach what they need quickly.

Benefits

• One system: HR, accounting, CRM and purchasing work from the same data.
• Automatic attendance: biometric devices feed attendance straight into HR.
• Clear approvals: workflows and notifications keep requests moving.
• Documents in your format: print formats produce the layouts the organisation requires.