The Ultimate ERP Go Live Plan: Transform Your Business with Confidence

User Training:

Empower every team member with the skills to navigate the system like a pro. Whether you’re a rookie or a seasoned user, comprehensive training ensures everyone can perform daily tasks effortlessly.

Configuration of Workflows:

Customize workflows to mirror your business processes. This means every transaction follows a streamlined, consistent path—no more guesswork or detours!

User Permissions:

Set up role-based permissions to secure data integrity and ensure the right people have the right access. Think of it as giving everyone the keys they need without handing out the master key to the entire system.

Print Formats & Notifications:

Configure custom print formats and real-time notifications. When every document looks sharp and every alert is spot on, you’re in for a smooth ride.

Workspaces:

Create intuitive workspaces for different user groups. By tailoring the environment to each team’s needs, you make sure everyone finds what they need quickly—no more wasting time on irrelevant features.

Daily Module Usage:

Verify that teams are actively using the modules. Use your custom activity analysis report (courtesy of Finbyz) to spot any users who might need a little extra guidance.

Stock Module Mastery:

Ensure your team fully understands ERPNext’s stock management. Develop dedicated reports like a master stock balance and a detailed stock ledger. Dive into how different transactions affect valuation, COGS, and related expenses—knowledge here keeps the wheels turning smoothly.

Accounting Module Completion:

Wrap up all training for your accounting team. They should be comfortable with the General Ledger, Accounts Receivables & Payables, Trial Balance, and Gross Profit reports. Accurate financial reporting is the fuel for your business’s engine!

Test E-Invoice and E-Waybill Generation:

If you’re in India or any region where electronic invoicing is a must, run thorough tests to ensure these features work flawlessly. Confirm that every print format delivers clear and correct information under every scenario.

Naming Series Accuracy:

Double-check that all naming series for accounting transactions are configured correctly. A little extra precision now prevents future headaches down the road.

March 31st – The Clean Slate:

Ensure stock items (with batch details and accurate item codes) are ready and formatted correctly. Confirm that Accounts Payable and Receivables are structured for smooth import. Delete all transactions from the old system to avoid any data duplication mishaps.

April 1st – Take Fresh Opening:

Import opening balances for stock, payables, and receivables. Align ERP stock amounts with your balance sheet values and create opening entries that mirror your previous system’s closing balances.

Full Cycle Transactions:

Every purchase and sales transaction should follow the complete cycle—from receipt to delivery. This guarantees consistency and accuracy across the board.

E-Invoice & E-Waybill Generation:

From April 1st onward, make sure all transactions generate these documents directly within ERP. This automation eliminates manual errors and boosts overall efficiency.

Daily Operations:

Whether you’re recording transactions daily, every four hours, or via batch production, consistency is key. Keep those stock entries coming—be it for consumption or finished goods production—to maintain real-time data accuracy.

ERP Transaction Audit:

Even with the best training, mistakes can happen. Implement a minimum three-month internal audit service (powered by Finbyz) to catch any errors early, ensuring they don’t pile up and disrupt your operations.

Continuous Feedback:

Create an open line for team feedback. Regularly gathering insights and suggestions helps fine-tune processes and drive ongoing improvements.

Build Processes Around ERP:

Develop and refine processes that integrate seamlessly with your ERP system. Use its robust reporting and dashboard features to measure outcomes and drive improvements.

Foster a Culture of Continuous Improvement:

Encourage your team to adopt the ERP system fully by celebrating wins, sharing success stories, and continuously optimizing workflows. The more integrated your processes, the smoother your operations will become.