Common Party Reconciliation
A custom tool built into ERPNext to reconcile customer and supplier balances for the same contact in one view.
Sales Target Planning
Team-level target setting and performance tracking wired into the sales flow.
Loyalty Program Integration
ERPNext connected to their third-party loyalty app. Points and redemptions flow without manual sync.
Full HR & Payroll
Employee records, attendance, leave, and payroll fully migrated into ERPNext.
Branch-wise Controls
Stock movement restrictions and approval gates enforced at the system level across all branches.
MIS in Progress
Management Information System layer currently being built for executive-level reporting and review.
Where they were
Three years on ERPNext, with persistent gaps the system didn't answer.
Sahel Jeddah had been on ERPNext for three years before they called us. Two partners had come and gone. The system was up, but it wasn't theirs.
The biggest pain, and this is one I see often in trading, was "common parties": contacts who are both your customer and your supplier. ERPNext wouldn't show their balances cleanly. The accountant was running a manual spreadsheet just to figure out who owed who.
Sales team targets weren't tracked. HR and payroll were happening outside the system. Branch transfers were approved on WhatsApp. They had ERPNext, but they were running the business around it.
The core gap
ERPNext didn't have common party reconciliation. So we built it.
We started with the financial reports because the common party problem was bleeding hours every month. The accountant was closing the books a week behind every cycle, and most of that was spent reconciling parties who appeared on both sides of the ledger.
We rebuilt the report so a contact's customer balance and supplier balance show on one screen, side by side. Then we built a one-click reconciliation tool. Select a party, see both sides, post the entry. No more spreadsheets, no more switching between modules.
The accountant messaged me a week later: "Last month I closed in two days. I used to take a week."
Before
- Customer ledger and supplier ledger completely separate
- Manual cross-referencing every month-end
- Net position not visible without spreadsheet work
- Reconciliation entries posted manually with no tool support
After
- Amended reports show both sides in one view
- Net position visible instantly per party
- Dedicated reconciliation tool: select party, review, post
- Month-end common party close done in minutes
Beyond the core
Sales, HR, loyalty, branches: a full operational overhaul.
From there we worked through the rest in stages. Sales targets and team structure went into ERPNext, with managers setting numbers per salesperson and the system tracking performance against them in real time.
Their loyalty program ran on a third-party app. We connected it to ERPNext so points and redemptions flow with the sales, no manual exports.
HR and payroll moved fully inside the system. Employee records, attendance, leave, payroll processing: one place.
Branch transfers got proper approval workflows. No more cross-branch stock movement without authorisation. The inventory discrepancies stopped.
The next phase is the management reporting layer. Consolidated dashboards for the senior team, so they can read the business without opening a transactional screen. They've been running the system properly for the first time in three years.
Results
Common party reconciliation
Manual cross-referencing → one-click tool
Payroll processing
Fully moved into ERPNext from external sheets
Branch stock transfers
Controlled and approval-gated system-wide
Loyalty sync
Real-time integration with Loyalty app