Industry Solutions — built for control, reporting, and scale
ERPNext Implementation
ERPNext is a powerful and cost-effective ERP platform for organizations that need strong control over inventory, manufacturing, financial reporting, and business processes.
SRCA delivers ERPNext projects with a finance-first and controls-focused approach, ensuring your ERP is not only functional but also audit-ready, well-documented, and reliable for management reporting
What We Provide
End-to-end ERPNext implementation
Post go-live stabilization and optimization
Managed support services
Off-the-shelf industry solutions for faster deployments
Why ERPNext with SRCA
What We Implement in ERPNext
Finance & Controls
• Chart of Accounts (COA) design and mapping
• Cost Centers, Projects, and profitability reporting structure
• Approval matrix, segregation of duties, user roles and permissions
• Month-end close checklist and reconciliation structure
• Tax and statutory reporting support structure.
Sales & Purchase Cycles
• Quotation → Sales Order → Delivery → Invoice workflow
• Purchase Request/PO → GRN → Supplier Invoice workflow
• Pricing control, discounts governance, and approvals
• Credit limits and receivables discipline (scope-based)
Inventory & Warehousing
• Multi-warehouse structure and stock movement discipline
• Batches / serial numbers (where required)
• Stock transfers, adjustments, and approvals
• Stock aging, slow-moving identification support
• Valuation approach alignment and inventory audit trail
Manufacturing (Flexible to Your Process)
We implement manufacturing in ERPNext using:
• Work Orders (structured production)
• Simplified production workflow
• BOM setup and routing basics
• Material issue and consumption discipline
• Scrap / wastage handling and documentation
• Finished goods receipt and costing support
• Production reporting dashboards (daily/weekly)
Item Master Discipline, BOMs, Valuation & Costing
• Item master standardization (names, UOM, groups, attributes)
• BOM governance and version control
• Costing methodology setup (standard/actual aligned to business)
• Landed cost allocation support (importers/traders)
• Documentation for valuation and audit support
Reporting Packs (MIS) & Audit-Ready Documentation
• Management reporting pack: P&L, balance sheet, cash, KPIs
• Segment / location / product reporting
• Audit-ready schedules, lead schedules, and reconciliations
• Exception reports and issue trackers
Off-the-Shelf ERPNext Industry Solutions
SRCA offers ready ERPNext industry accelerators that reduce deployment time by using
proven structures and templates then tailoring them to your operation.
- Product variants (design, size, color), packing structures
- Multi-stage operations (weaving/processing/packing)
- Batch/lot discipline and warehouse controls
- Costing and margin visibility by product/customer
- Export-oriented documentation and receivables discipline
- Item master with attributes/variants and UOM discipline
- BOM and production workflow (work orders or simplified)
- Batch/lot setup (where required)
- Warehouse structure and stock movement controls
- Costing framework: material + overhead allocation support (scope-based)
- Sales workflow and receivables discipline (aging, credit control)
- MIS: production vs sales, stock aging, margin analysis, customer profitability
- Raw material consumption vs output control
- Wastage/scrap documentation and rework tracking
- Accurate inventory valuation and production costing
- Shift/day level production reporting and variance checks
- Manufacturing workflow tailored to your process
- BOM governance and material issue/receipt discipline
- Scrap handling and approvals for adjustments
- Cost center and production cost tracking structure
- Stock valuation controls and audit-ready schedules
- MIS: consumption variance, production dashboard, stock accuracy, profitability
- Import costing (LC, freight, clearing, duties) and landed cost allocation
- Shipment/consignment tracking
- Multi-currency accounting and exchange difference handling
- Margin visibility by shipment/item/customer
- Supplier discipline and GRN controls
- Import purchase workflow + landed cost allocation structure
- Shipment-wise tracking (consignment basis)
- Multi-currency accounting workflow discipline (scope-based)
- Vendor GRN → invoice matching support
- MIS: shipment profitability, item/customer margin, stock aging, receivables aging
- Multi-warehouse distribution and territory visibility
- Pricing and discounts control
- Returns/damaged goods workflows
- Sales team performance reporting
- Fast invoicing + receivables recovery discipline
- Territory/customer hierarchy and pricing governance
- Discount approval workflows and audit trail
- Returns/claims workflow with documentation
- Multi-warehouse stock availability and replenishment routines
- MIS: sales by territory, SKU performance, DSO/aging, stock velocity, returns analytics
- Member-wise balances and contribution tracking
- Employer/employee contribution split
- Withdrawals, advances, settlements with approvals
- Periodic profit allocation and member statements
- Audit-ready schedules and trustee reporting
- Member ledger structure and contribution posting templates
- Approval workflows for withdrawals/settlements
- Periodic profit allocation support (methodology-driven; scope-based)
- Member statements and trustee reporting pack
- Reconciliation discipline + audit-ready schedules
- Stock control for LPG/cylinders and depot operations
- Sales/distribution discipline with customer tracking
- Returns, damaged cylinders, and reconciliation routines
- Receivables control and cash discipline
- Daily operational reporting
- Warehouse/depot structure and stock movement controls
- Sales workflow and customer ledger discipline
- Returns/damages and adjustment approval controls
- Daily operational MIS: sales, stock movement, aging, exceptions
- Reconciliation pack for stock and receivables discipline
Implementation Approach
Discovery & Scope
Requirements workshops, pain points, reporting needs, and controls.
Solution Blueprint
System configuration, workflows, permissions, core reports
Data Migration
Templates, validation rules, trial imports, reconciliation and sign-offs.
UAT & Training
Testing scripts, UAT cycles, issue tracker closure, role-based training
Go-Live & Hypercare
Cutover plan, go-live checklist, and immediate support.
Stabilization & Continuous Improvement
Health checks, enhancements, adoption strengthening.
What You Receive
• Scope document / BRD and project plan
• Workflow maps + fit-gap summary
• Roles & approval matrix (SoD-conscious)
• Data migration templates + validation checklist
• UAT scripts + issue tracker
• SOPs and user guides
• Go-live checklist + hypercare plan
• MIS pack (management reporting)
• Audit-ready schedules and reconciliation file structure
Frequently Asked Questions
Do you customize ERPNext?
We prefer configuration-first to keep upgrades smooth. Customization is done only when
justified and scoped clearly.
Can you implement without Work Orders?
Yes. We can design simplified production workflows based on your process while
maintaining controls and reporting.
Do you support multi-warehouse businesses?
Yes. Warehouse structure and stock movement discipline are core strengths.
What about data migration?
We handle templates, validation, trial imports, and reconciliation sign-offs to ensure clean
data.
Do you provide managed support after go-live?
Yes—monthly support models with tickets, review cadence, and continuous improvement
roadmap.