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Apps & Automation · B2B manufacturer / distributor
ERPNext: off spreadsheets, onto one connected system
Scattered spreadsheets replaced by one connected ERPNext system — custom quotation management, B2B CRM, accounting integration, and an executive dashboard.
The challenge
The business ran sales, quoting, inventory, and accounting across disconnected spreadsheets and tools. Quoting was slow and inconsistent, there was no single view of customers or stock, and the owners couldn’t see the numbers without manual effort.
What we did
- Implemented ERPNext as the single connected system — sales, inventory, purchasing, and accounting configured to how the business actually works.
- Built a custom quotation / quote-management capability with consistent, dynamic pricing.
- Set up a CRM for B2B sales and connected accounting (including local accounting / Tally integration).
- Added an executive dashboard so the owners can see the business at a glance.
The stack
ERPNext / Frappe, custom apps, accounting / Tally integration, dashboards.
The result
- One source of truth instead of scattered spreadsheets.
- Faster, more consistent quoting and clearer pricing.
- Real-time visibility for the owners.
This is our ERPNext implementation work in practice.