Roots Advertising · Case study
Making ERPNext work for Roots Advertising
- Location
- UAE
- Year
- 2025
- Project
- 8 weeks
Roots Advertising already had ERPNext, but the setup was not supporting daily operations. Estimation had moved back to spreadsheets, production was difficult to track, and finance had not been configured.
We worked through the existing system, starting with estimation and continuing through production, job costing, HR, payroll, and finance.
The problem
For a signage and fitout business, the estimate is where the job starts. Materials, labour, and other costs need to carry through from the quotation to production.
At Roots, that process was difficult to manage inside ERPNext. The team had returned to spreadsheets for estimates, while production entries did not give management a clear picture of what was happening on each job.
What we changed
We rebuilt the estimation workflow so estimates and quotations stayed connected. Changes to costs updated the quotation automatically, and a summary view made it easier to review costs, margins, and totals before sending it to the customer.
We then simplified production planning, material requests, and stock transfers. A job profitability report brought estimated and actual costs together, giving management a clearer view of each project.
HR, payroll, and finance were configured alongside these operational changes.
What changed for the team
Estimation returned to ERPNext. Production had a clearer process for recording work and material movements. Management could compare job costs against the original estimate, while payroll and finance could run within the same system.
The work focused on making their existing ERPNext setup usable across the business.