ERPNext Implementation Services
Go Live with ERPNext in 30–60–90 Days
PrimoERP delivers structured ERPNext implementations for manufacturing and trading SMEs across India and the GCC. From discovery workshops to hypercare—with GST compliance, MRP configuration, multi-warehouse inventory, and phased rollouts that minimize business disruption.
Whether you're migrating from Tally, replacing spreadsheets, or upgrading from legacy ERP systems, our implementation methodology ensures scope control, data integrity, and user adoption from day one.
Who This Is For
Built for Manufacturing & Trading SMEs Ready to Scale
This service is designed for mid-market manufacturing and trading businesses across India and the GCC who have outgrown Tally, spreadsheets, or entry-level accounting software—and need integrated ERP to manage production planning, inventory across multiple warehouses, GST compliance, and real-time financial visibility.
Manufacturers running production with BOMs, work orders, subcontracting, quality checks, and job costing who need MRP and shop floor control
Trading & distribution companies managing multi-warehouse inventory, batch/serial tracking, pricing rules, purchase-to-sales cycles, and landed cost calculations
Businesses migrating from Tally who need transaction history, GST returns continuity, and chart of accounts preserved (learn how to migrate from Tally to ERPNext)
Companies expanding to multiple locations, adding warehouses, or preparing for IPO/funding rounds that require auditable, scalable ERP infrastructure
What's Included
End-to-End Implementation Deliverables
Every PrimoERP implementation includes these deliverables—documented, tested, and signed off before go-live:
Discovery Workshop & Gap Analysis
Stakeholder interviews, process mapping, requirement documentation, ERPNext module fit assessment, and customization scoping. Deliverable: Functional Requirements Document (FRD) with prioritized feature list.
System Architecture & Configuration
Company setup, chart of accounts, tax templates (GST, VAT), item masters, pricing rules, warehouse hierarchy, role permissions, workflow automation, and print formats. Deliverable: Configured staging environment.
Manufacturing Module Setup
Multi-level BOM creation, work order templates, production planning (MRP), job card configuration, subcontracting workflows, quality inspection setup, and scrap/wastage tracking. Manufacturing-ready ERPNext instance.
Trading & Inventory Configuration
Multi-warehouse stock management, batch/serial number tracking, reorder level automation, pricing rule matrices, purchase-to-sales cycle automation, and landed cost distribution. Trading workflows operational.
GST Compliance Setup
GST settings (CGST, SGST, IGST), tax templates for all transaction types, e-invoicing integration, e-way bill generation, GSTR-1/3B report configuration, and HSN/SAC code mapping. GST-ready from day one.
Financial Accounting Configuration
Chart of accounts migration, opening balances, cost centers, profit centers, journal entry templates, bank reconciliation setup, payment terms, and financial reporting dashboards. Books ready for auditors.
Data Migration & Validation
Master data extraction (customers, suppliers, items, accounts), transactional history migration (invoices, payments, stock movements), validation scripts with comparison reports, and trial migrations. Data integrity verified.
Third-Party Integrations
Payment gateway integrations (Razorpay, PhonePe, Paytm), e-commerce sync (Shopify, WooCommerce), logistics APIs (Delhivery, Shiprocket), banking APIs, and custom internal system connections. Seamless data flow.
Custom Development
Custom doctypes, fields, scripts, reports, dashboards, API endpoints, and automations built for your specific workflows. All code version-controlled, documented, and upgrade-compatible. Technical debt avoided.
User Training & Documentation
Role-based training sessions (sales, warehouse, accounts, admin), video walkthroughs, quick reference guides, standard operating procedures (SOPs), and admin training for self-sufficiency. User adoption ensured.
Go-Live & Hypercare Support
Cutover planning, data freeze coordination, final migration execution, go-live monitoring, and 2–4 week hypercare period with dedicated support for issue resolution and stabilization. Production-ready assurance.
Our Process
7-Phase Implementation Methodology
Every PrimoERP implementation follows this structured 7-phase approach with defined deliverables, stakeholder sign-offs, and quality gates. We don't move to the next phase until the current one is complete and approved.
Phase 1: Discovery & Requirements
Stakeholder workshops, current-state process documentation, pain point identification, ERPNext module mapping, customization scoping, and project charter creation.
Key Deliverables:
- →Functional Requirements Document (FRD)
- →Gap analysis report
- →Project plan with timelines
Phase 2: Solution Design
Technical architecture design, data model definition, integration blueprints, customization specifications, role-permission matrix, and migration strategy planning.
Key Deliverables:
- →Technical Design Document (TDD)
- →Integration contracts
- →Migration runbook draft
Phase 3: Build & Configure
ERPNext instance setup, module configuration, custom development (doctypes, fields, scripts), workflow automation, print format design, report development, and iterative demos.
Key Deliverables:
- →Configured staging environment
- →Custom code (version-controlled)
- →Weekly demo recordings
Phase 4: Data Migration
Master data extraction, transformation, cleaning, validation script development, trial migrations, comparison reports, and final migration preparedness verification.
Key Deliverables:
- →Validated dataset ready for production
- →Migration validation report
- →Rollback procedures documented
Phase 5: Integration & Testing
Third-party system integrations, API testing, user acceptance testing (UAT) coordination, integration testing, performance testing, and defect resolution cycles.
Key Deliverables:
- →UAT sign-off document
- →Integration test results
- →Bug fix completion report
Phase 6: Training & Handover
Role-based training sessions for end users, administrator training, documentation handover (SOPs, video guides), train-the-trainer programs, and knowledge transfer completion.
Key Deliverables:
- →Training completion certificates
- →User documentation library
- →Admin training recordings
Phase 7: Go-Live & Hypercare
Cutover planning, data freeze, final migration execution, production monitoring, issue triage, stabilization support, and transition to steady-state support.
Key Deliverables:
- →Go-live completion certificate
- →Hypercare issue log (resolved)
- →Handover to support team
Have questions about our process? Get in touch.
Manufacturing Implementation
ERPNext for Manufacturers: BOM to Shop Floor
Manufacturing companies need ERPNext configured for multi-level BOMs, material requirement planning (MRP), work order management, job cards for shop floor tracking, subcontracting workflows, quality inspection, and job costing with scrap/wastage accounting.
PrimoERP delivers manufacturing-specific implementations covering production planning on-time in-full (OTIF) tracking, capacity planning, production dashboards, and integration with barcode scanners or IoT devices for real-time shop floor data capture.
- Multi-level BOM configuration with versioning and engineering change orders (ECOs)
- MRP runs to generate purchase requests and work orders based on sales forecasts
- Work order lifecycle: draft → material issue → production → quality check → stock entry
- Job card-based shop floor tracking with workstation allocation and time logging
- Subcontracting workflows for outsourced operations with RM supply and FG receipt
- Quality inspection templates with pass/fail criteria and sampling plans
- Job costing reports with actual vs. standard cost variance analysis
Trading & Distribution Implementation
ERPNext for Traders: Multi-Warehouse & Margin Control
Trading and distribution businesses require ERPNext configured for multi-warehouse inventory management, batch/serial number tracking, pricing rule matrices, purchase-to-sales automation, landed cost calculations, and margin analysis across product lines and territories.
PrimoERP implements trading-focused ERPNext setups covering stock transfers between warehouses, consignment tracking, credit limit controls, payment term enforcement, and integration with logistics partners for real-time shipment tracking.
- Multi-warehouse inventory with stock transfer workflows and inter-branch billing
- Batch and serial number tracking for expiry management and traceability
- Pricing rule engine for customer-specific, volume-based, and promotional pricing
- Automated purchase request generation based on reorder levels and lead times
- Landed cost calculation with freight, insurance, customs duty allocation
- Sales and purchase cycle automation from quotation to invoice to payment
- Margin analysis dashboards by item, customer, territory, and sales person
Pricing & Timeline
Scope-Controlled Implementations with Transparent Pricing
ERPNext implementations fail when scope creeps uncontrolled or when implementation costs balloon beyond budgets. PrimoERP uses fixed-scope packages for standard implementations and time-and-material billing for complex customizations—with transparent cost estimates before work begins.
Our implementation packages (Starter, Growth, Enterprise) define exact module coverage, customization hours, training sessions, and support periods. If your requirements exceed the package scope, we provide a detailed change request with cost and timeline impact before proceeding.
Fixed-scope packages: 30-day (5 modules), 60-day (10 modules), 90-day (15+ modules)
Transparent pricing with no hidden fees: implementation + hosting + support broken down
Change control process: every scope change documented, estimated, and pre-approved
Weekly status updates with burn rate tracking and milestone completion visibility
Phased payment structure: 30% advance, 40% at UAT, 30% at go-live
Engagement Options
Choose Your Implementation Model
We offer three engagement models to match your risk tolerance, budget, and control preferences:
Fixed-Scope Package
Pre-defined deliverables, timeline, and cost. Best for standard implementations with minimal customization.
✓ Pros:
- +Predictable budget (no cost overruns)
- +Defined timeline with milestone-based payments
- +Lower risk for scope-controlled projects
⚠ Cons:
- -Limited flexibility for mid-project changes
- -May not fit highly customized requirements
Time & Material
Hourly billing based on actual effort. Best for complex implementations with evolving requirements.
✓ Pros:
- +Maximum flexibility to adjust scope
- +Pay only for work completed
- +Suitable for phased rollouts with changing priorities
⚠ Cons:
- -Budget less predictable (requires active cost tracking)
- -Requires disciplined scope management to avoid overruns
Hybrid (Fixed + T&M)
Fixed-scope core implementation + hourly billing for customizations. Best for moderate complexity with known custom needs.
✓ Pros:
- +Predictable baseline cost, flexible for extras
- +Balanced risk-reward for both parties
- +Clear separation of standard vs. custom work
⚠ Cons:
- -Requires upfront scoping to define fixed vs. variable components
- -Change requests still need approval cycles
ERPNext Implementation: Frequently Asked Questions
Can't find what you're looking for? Reach out to our team for personalized guidance.
Request a QuoteReady to Start Your ERPNext Implementation?
Get a scoped proposal with timeline, deliverables, and transparent pricing. No generic quotes—every estimate is tailored to your module selection, customization needs, and business complexity.
Have specific questions? Contact Us for a personalized consultation.