Implementation Strategy
Implementing ERPNext for your business is a huge step—it can make your business better, save you time, and get you growing. But to have a smooth ride, you need a clear plan. ERPNext is simple to use, but having a certified partner to show you the way can really help, particularly for large businesses.
Simple Implementation Strategy (for Enterprises)
ERPNext provides you with guidelines and tools, but if your company is big or complex in processes, you'll require a proper step-by-step strategy. Here's how to do that:
1. Understand Your Needs
Take a seat with your ERPNext partner and talk about what your business requires.
What are the issues that you're encountering? What do you require ERP to rectify?
2. Customize the System
Your partner will help adjust ERPNext to match your workflows and daily tasks. They’ll also make it easier for your team to use.
3. Move Your Old Data
Your partner will move your data from old systems to ERPNext. They’ll also make sure it connects well with other tools you’re using.
4. Train Your Team
Change does not have to be difficult. Your partner will train your staff so that they understand how to operate ERPNext and don't become lost.
5. Test Everything
Test the system before using it in full. Correct any bugs or errors. Ensure everything works as it should.
6. Go Live + Get Support
Begin implementing ERPNext in real life. Your partner should remain with you post-launch to resolve any problems and ensure everything keeps going smoothly.
Why You Need an ERPNext Partner
A certified ERPNext partner is one who is familiar with the system from top to bottom. Here's how they assist:
They are familiar with ERPNext and can advise on the best use of it for your sector.
They handle the project cleverly so everything is done on schedule.
They take care of system customization and integration of data with other tools you use.
They educate your staff and make change simple.
They provide assistance even after the setup is complete.
They minimize risk by identifying issues early and fixing them quickly.
Two Easy Stages to Execute ERPNext
To begin, divide it into two steps:
1. Test Stage (Play with Dummy Data)
Prior to going live, test the system using dummy data. Here's what to do:
Read the handbook
Register for a free account at: Go to ERPNext
Enter sample Customers, Suppliers, and Items
Add Customer Groups, Item Groups, Warehouses, Supplier Groups
Test a complete Sales Cycle: Lead → Opportunity → Quotation → Sales Order → Delivery Note → Sales Invoice → Payment
Test a complete Purchase Cycle: Material Request → Purchase Order → Purchase Receipt → Purchase Invoice → Payment
Attempt a Manufacturing Cycle (if necessary): BOM → Production Planning Tool → Work Order → Material Issue
Test actual cases, create custom fields, and print formats
2. Live Phase (Begin with Actual Data)
When you feel ready, begin utilizing your actual business data:
Clean test data or begin with a fresh ERPNext account
If you simply want to delete transactions (not your customer/item records), proceed to:
Or simply make a new free account (14-day trial): Go to ERPNext
Set up everything anew: Customer Groups, Item Groups, Warehouses, BOMs, etc.
Import your actual Customers, Suppliers, Items, Contacts, Addresses
Add opening stock with the Stock Reconciliation Tool
Enter your accounting figures with Journal Entry and post any outstanding invoices
Need Help?
If you're stuck, you can:
1. Go to zikpro
(Tons of supportive people are there!)