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Practical, free checklists to plan, evaluate and run your ERP project — from readiness and vendor selection to data migration and go-live. Free to use.
The questions to answer before you start an ERP project — so you begin from a position of strength, not surprises.
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How to compare ERP vendors and implementation partners objectively — so you pick the right long-term fit, not the best sales pitch.
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A step-by-step way to move your masters, balances and history into a new ERP — reconciled to the rupee, with nothing lost along the way.
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The final checks that turn go-live from a nervous leap into a calm, confident switch-on.
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Get the foundation right the first time — a correctly configured Company and Chart of Accounts is what every invoice, stock movement and financial report in ERPNext quietly depends on.
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The handful of ERPNext Settings toggles that quietly shape how your accounts, stock, sales, buying and production behave — worth deciding deliberately before your first live transaction, not after.
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A reference guide to the Frappe permission mechanisms behind ERPNext — roles, perm levels, User Permissions and the accounting controls that keep sensitive data and financial records locked down.
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The order to load opening balances into ERPNext — masters, opening stock, GL and party balances — and how to reconcile every figure back to your legacy system before go-live.
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The fields and toggles to decide on the Item doctype — item groups, UOM, batch/serial behaviour, purchase/sell/manufacture flags, pricing, defaults and tax — before you bulk-import.
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Every field, default and control worth setting on the Customer master in ERPNext — so billing, credit and reporting behave from day one.
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A field-by-field reference for setting up clean supplier masters and the buying controls — holds, warnings, TDS and invoice governance — that keep procurement disciplined in ERPNext.
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A doctype-by-doctype reference for closing the books cleanly in ERPNext — from posting the last transaction to locking the Accounting Period, with the India specifics (GST, TDS) that trip teams up.
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Everything that has to be in place for ERPNext to calculate GST, raise e-Invoices and e-Way Bills, and reconcile GSTR-2B — powered by the free India Compliance app.
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Everything to have in place before you reconcile a bank statement in ERPNext — from the Bank Account masters to statement imports, the Reconciliation Tool, auto-match rules and cheque clearance.
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A field-by-field reference for setting up the Assets module in ERPNext — from flagging a fixed-asset Item to posting depreciation, capitalisation, maintenance and disposal — so your books and your asset register always agree.
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The Stock-module settings, warehouse structure and opening-balance steps to get right before your first real stock transaction in ERPNext.
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A reference for running an accurate physical count in ERPNext — freeze the window, count by warehouse, and true up quantity and valuation with a Stock Reconciliation.
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Every setting that decides how ERPNext tracks a unit — from Has Batch No on the Item to the Serial and Batch Bundle on each transaction — in one reference you can work through before you go live.
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Everything to have in place before you run production through ERPNext — items and manufacturing flags, multi-level BOMs, workstations and routings, Manufacturing Settings, production planning, Work Orders, Job Cards and costing.
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A reference for configuring ERPNext's Subcontracting module end to end — from Subcontracting BOMs to supplying raw materials and reconciling what the vendor consumed.
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The selling-side masters and controls to configure before you run Quotation → Sales Order → Delivery Note → Sales Invoice → Payment Entry in ERPNext.
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Every setting and doctype that turns a purchase need into a paid supplier bill in ERPNext — Material Request through Payment Entry, in the order you configure them.
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Everything to configure before you run a real support desk on ERPNext — from the SLA clock and Issue priorities to portal intake — mapped to the actual doctypes and fields.
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A reference for setting up both tracks of maintenance in ERPNext — servicing the equipment you sell to customers, and keeping your own assets running.
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A reference walk-through of the two quality layers ERPNext gives you — product Quality Inspection on the shop floor, and QMS governance (goals, procedures, CAPA) above it.
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A field-by-field reference for setting up the ERPNext Projects module — project types and templates, tasks with dependencies, activity rates, and timesheets that flow through to a Sales Invoice.
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Everything that has to be in place before Frappe HR can run an Indian payroll — from installing the app and building salary structures to PF, ESI, Professional Tax and TDS.
Open the checklistGet a clear plan, an honest timeline, and a fixed scope. Talk to a real expert today — whether or not you work with us.
Kochi (Kadavanthra & Infopark) · Thiruvananthapuram · across India & overseas · In business since 2011