Closing the gaps in an existing ERPNext setup

Some contacts were both customers and suppliers. The finance team needed to review what those contacts owed and what the business owed them, but their existing reports did not provide a clear combined view.

The accountant was cross-referencing balances in spreadsheets. Elsewhere, HR and payroll were handled outside ERPNext, sales targets were not consistently tracked, and branch stock transfers relied on approvals outside the system.

The priority was to make the existing setup support these everyday requirements.

We revised the financial reports to show customer and supplier balances together for the same contact. A reconciliation tool allowed the accountant to review both sides and post the required entry from one place.

We then configured sales team structures and targets, and connected the external loyalty application so points and redemptions could flow into ERPNext.

Employee records, attendance, leave, and payroll were brought into the system. Branch-level stock restrictions and approval workflows were added to control transfers between locations.

Finance had a clearer way to review and reconcile contacts that operated as both customers and suppliers.

Sales targets, payroll, and branch approvals could be managed within ERPNext, reducing the need to coordinate these processes through separate spreadsheets and messages. The work gave each team a more complete use of the system the business already had.

Management reporting forms a separate phase of the project.