AX-01 · Implement

ERPNext implementation

A full implementation from process workshops to the first monthly close, covering the modules your operation actually runs.

Typical length: 8–32 weeks

Outcome

One ERPNext company your team can buy, sell, stock, make, and account in — with roles, opening balances, and a signed go-live.

Operating design: Order-to-cash, procure-to-pay, and, where relevant, plan-to-produce. Each step names the ERPNext document and the person who owns it.
Financial setup: Chart of accounts, cost centers, fiscal year, tax templates, payment terms, and bank accounts aligned to how you report.
Supply setup: Item groups, units of measure, warehouses, batches or serials, price lists, and reorder rules where you hold stock.
Controls: Roles, user permissions, and workflows for quotations, purchase orders, stock entries, and journals above an agreed threshold.
Cutover: Trial migration, final opening stock and balances, open orders, and a hypercare window through the first close.

01DiscoverWorkshops with finance, stores, sales, and production. We leave with a process map, a gap list against standard ERPNext, and a decision on what stays standard.
02DesignChart of accounts, item structure, warehouses, tax templates, price lists, roles, and approval rules are written down before anyone configures a screen.
03ConfigureCompany, fiscal year, masters, print formats, workflows, and naming series are set in a staging site your team can already click through.
04BuildOnly the gaps that configuration cannot cover become custom fields, server scripts, print formats, or a small Frappe app. Each one has an owner and a test.
05MigrateCustomers, suppliers, items, opening stock, and opening balances move in a trial load first. Open orders move at cutover. Full history is a separate decision.
06ProveRole-based scripts: raise a purchase, receive it, issue to a work order, deliver, invoice, and collect. Finance signs the trial balance, stores signs the stock balance.
07TrainPeople practise on a copy of their own data, in the role they will actually use. Managers get a short close and approvals session.
08Go liveA cutover checklist with owners and times: freeze the old books, load final openings, switch print formats, and run hypercare for the first month.