Get ERPNext Live on Your Real Processes, Not a Demo Setup
Most ERP rollouts stall because the system was configured to a template instead of the way the business actually runs. We map your processes first, configure ERPNext around them, move your data, train your people, and stay with you through go-live.
50+ ERP and software projects. Zero failed projects since 2021.
An ERP goes live when people use it, not when it is installed
The software is the easy part. Getting your data in, your processes mapped and your team confident is what decides whether the rollout holds.
Your processes decide the setup, not a standard template
We start by sitting with each department and writing down how work actually moves: who raises what, who approves it, and where it gets stuck today. ERPNext is then configured to match, so people recognise their own process on day one.
- Every core process mapped as it really runs.
- Naming series, approvals and permissions set to your rules.
- Configuration first, custom code only where there is no other route.
Opening balances that tie back to your old system
A rollout fails fast if the first stock report or trial balance does not match. We clean and migrate masters, load opening balances and open documents, then reconcile every batch against your existing records before anyone signs off.
- Masters cleaned and de-duplicated before loading.
- Opening balances reconciled line by line.
- A parallel run so you can compare both systems.
The ERPNext modules we set up for you
We turn on what you need in phase one and keep the rest ready for later, so the first go-live stays manageable.
Five phases from first call to a supported go-live
Everything an implementation covers
Process documentation
Your core flows written down as they run, so the configuration has a reason behind every setting.
Module configuration
Masters, naming series, tax templates, approval limits, workflows and role permissions.
Data migration
Customers, suppliers, items, chart of accounts, opening balances and open transactions.
Print formats and reports
Invoices, delivery notes and purchase orders that carry your branding and statutory fields.
Role-based training
Hands-on sessions per department, using your own data instead of sample records.
Go-live support
A stabilisation period through your first month-end, with fixes and tuning as issues appear.
What a proper ERPNext rollout gives you
Why teams choose TCB Infotech to implement ERPNext
ERPNext implementation questions
How long does an ERPNext implementation take?
Which ERPNext modules do you set up?
Will our existing data move into ERPNext?
Do you host ERPNext or do we?
What happens if ERPNext does not cover one of our processes?
What support do we get after go-live?
Plan Your ERPNext Rollout
Book a free consultation. We will walk through your processes, your current systems and your reporting needs, and scope what a phase-one ERPNext go-live would look like for your business.
Book a Free Consultation →No commitment. A practical first look at your ERPNext rollout.
What Is Inside an ERPNext Implementation
The rollout is a working project on your own data, not a software install. Here is what we map, what we configure, what we move across, and what your team can do by the end of it.
From your current process to a system people use daily
We build the setup around how your business already works
We sit with each department, record how documents move and who approves what, then configure ERPNext to match. Naming series, tax templates, approval limits, workflows and role permissions all come from that map rather than a default install.
- Core processes documented department by department.
- Masters, workflows and permissions set to your rules.
- Configuration first, so upgrades stay simple.
Your opening numbers tie back to your old system
We clean and de-duplicate masters before loading them, bring across opening balances and open documents, then reconcile each batch against your existing records. Nothing is signed off until the stock position and trial balance match.
- Masters cleaned before they enter the new system.
- Opening balances reconciled line by line.
- A parallel run so you can compare both systems.
Every department can run a full cycle before you switch
Training is hands-on and role by role, using your own items, customers and accounts. Each team runs its real transactions in a test instance and signs off on acceptance before we cut over, and we stay on site through the first close.
- Role-based sessions on your own data.
- Acceptance testing signed off per department.
- Stabilisation support through the first month-end.
Everything the implementation delivers
Scope and process document
Phase-one scope agreed in writing, with your core flows recorded as they actually run.
Configured instance
Modules, masters, tax templates, approval limits, workflows and role permissions set up and tested.
Migrated and reconciled data
Masters, opening balances and open transactions loaded, checked and signed off against your old system.
Branded print formats
Invoices, delivery notes, purchase orders and quotations with your layout and statutory fields.
Reports and dashboards
Role-based dashboards and the management reports your team reviews each week.
Handover documentation
Setup notes, user guides per role and a runbook, so your team is not dependent on us.