ERPNext implementation, mapped to how your business works
We take ERPNext from a blank system to daily use, covering configuration, chart of accounts, master data, approval workflows, print formats, training and a controlled go-live. We use standard ERPNext first and customise only where your process needs it.
Everything needed to go live, and stay live
Process discovery
We map how requests, approvals, purchases, sales and payments flow today, and agree the target process before configuring anything.
Accounts & budgets
We set up a chart of accounts tailored to your expense heads and units, accounting dimensions, GST, payment terms and budget controls.
Master data import
Users, employees, suppliers, items with auto item codes, HSN/GST, racks, accounts and opening balances, all validated before import.
Roles & approvals
Role-based access, department and branch hierarchies, and multi-level approval workflows for material requests, POs and receipts.
Print formats & reports
Documents in your layout, including approval audit trails with roles, dates and signatures, plus reports and dashboards for each team.
Training & go-live
Role-wise training, a pilot period, a controlled cut-over and hands-on support in the first weeks of live use.
A clear path from kickoff to go-live
Discover & scope
Process workshops and a written scope with phases, deliverables and dates.
Configure & build
Setup, workflows and any custom app work, shown to you in weekly demos.
Migrate & test
Data import, user acceptance testing with your team, and fixes.
Go live & support
Training, cut-over and close support while the team settles in.
Related case studies
Multi-branch organisation: budget control and multi-level approvals
Role-based access, multi-level approvals for requisitions and purchases, a custom chart of accounts, 50+ budgets tracked in real time, and a Tally export.
Read the case study →Multi-department organisation: one system with biometric attendance
HR, accounting, CRM and purchasing in one ERP, with biometric devices feeding attendance straight into HR, web forms and team workspaces.
Read the case study →Manufacturer & trader: production, orders, billing and payments connected
Manufacturing, selling, buying, accounting and core HR records in one system, with custom approval workflows and notifications.
Read the case study →Frequently asked questions
Which ERPNext modules do you implement?
Accounting (including GST), Buying, Selling, Stock, Manufacturing, HR and Payroll, CRM and Projects. We configure the modules you need and leave out the ones you don't, so the system stays simple for your team.
Can you migrate our data from Tally or spreadsheets?
Yes. We prepare import templates for items, suppliers, customers, employees, accounts, opening balances, HSN codes and budgets, validate the data with you, and import it before go-live.
Do you host ERPNext for us?
We can deploy and manage ERPNext on AWS or DigitalOcean with backups and monitoring, or work on your existing Frappe Cloud or on-premise server.
How do you keep the system upgrade-safe?
We keep customisations in a separate custom Frappe app instead of editing ERPNext core, so version upgrades stay manageable.
Planning an ERPNext project?
Tell us what you need. You get a reply from the founder within one business day, with a clear next step.