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ERPNext Implementation, Managed Support &
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

ERPNext success depends on data discipline, process clarity, and strong governance. SRCA brings Chartered rigor to the ERP journey

Why ERPNext with SRCA

Finance-first design

COA structure, cost centers, controls, closing discipline

Process discipline

Cean workflows for Sales, Purchases, Inventory, Manufacturing

Strong audit trail

approvals, roles, documentation, evidence indexing

Reliable reporting

MIS packs aligned with management needs

Clean implementation

configuration-first, minimal customization, upgradefriendly

Post go-live Support

Stabilization, training, continuous improvement roadmap

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.

01
ERPNext for Home Textile
Common Needs
  • Product variants (design, size, color)
  • Multi-stage operations
  • Batch/lot discipline & warehouse controls
  • Costing and margin visibility
  • Export-oriented documentation
What SRCA Delivers
  • Item master with attributes/variants
  • BOM and production workflow
  • Batch/lot setup
  • Warehouse structure & stock controls
  • Costing framework & MIS reports
Key Outputs
Better inventory accuracy Stronger costing discipline Audit-ready stock trail Faster reporting
02
ERPNext for General Manufacturing
Common Needs
  • Raw material consumption vs output
  • Wastage/scrap documentation
  • Accurate inventory valuation
  • Shift/day level production reporting
What SRCA Delivers
  • Manufacturing workflow tailored to process
  • BOM governance & material discipline
  • Scrap handling & adjustment approvals
  • Production cost tracking structure
Key Outputs
Reduced leakage Improved stock valuation Cleaner production reporting Stronger controls
03
ERPNext for Trading & Commercial Importers
Common Needs
  • Import costing (LC, freight, duties)
  • Shipment/consignment tracking
  • Multi-currency accounting
  • Margin visibility by shipment/item
What SRCA Delivers
  • Import purchase + landed cost workflow
  • Shipment-wise tracking
  • Multi-currency accounting discipline
  • Vendor GRN → invoice matching
Key Outputs
Accurate landed cost Improved margin clarity Disciplined purchasing
04
ERPNext for Distribution Businesses
Common Needs
  • Multi-warehouse distribution
  • Pricing and discounts control
  • Returns/damaged goods workflows
  • Fast invoicing + receivables recovery
What SRCA Delivers
  • Territory/customer hierarchy & pricing
  • Discount approval workflows
  • Returns/claims workflow
  • Multi-warehouse replenishment routines
Key Outputs
Better pricing governance Improved receivables Real-time stock visibility
05
ERPNext for Provident Fund Management
Common Needs
  • Member-wise balances & contribution tracking
  • Employer/employee contribution split
  • Withdrawals, advances, settlements
  • Periodic profit allocation
What SRCA Delivers
  • Member ledger & contribution templates
  • Approval workflows for withdrawals
  • Profit allocation support
  • Member statements & trustee reporting
Key Outputs
Clear member balances Controlled transactions Audit-ready schedules
06
ERPNext for LPG Business
Common Needs
  • Stock control for LPG/cylinders
  • Sales/distribution discipline
  • Returns, damaged cylinders
  • Receivables control and cash discipline
What SRCA Delivers
  • Warehouse/depot structure & controls
  • Sales workflow & customer ledger
  • Returns/damages approval controls
  • Daily operational MIS reporting
Key Outputs
Improved stock integrity Disciplined sales process Better receivables control

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

We prefer configuration-first to keep upgrades smooth. Customization is done only when
justified and scoped clearly.

Yes. We can design simplified production workflows based on your process while
maintaining controls and reporting.

Yes. Warehouse structure and stock movement discipline are core strengths.

We handle templates, validation, trial imports, and reconciliation sign-offs to ensure clean
data.

Yes—monthly support models with tickets, review cadence, and continuous improvement
roadmap.

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