| Modules Included | Purchase, Sales, Inventory & Accounting |
| Suitable For | Business with upto 50 employees |
| Services Included | 1. Data migration of master data 2. ERPNext configuration 3. Basic customizations (e.g., form, validations, notifications, permissions) 4. Training and onboarding session 5. Two months of post-live support |
| Services Not Included | 1. Complex custom features or scripts 2. Third-party integrations 3. Custom Mobile app development 4. Custom Print Formats & Reports 5. Work beyond allocated hours 6. Cloud Charges for hosting Note: These services can be scoped and quoted separately. |
The Success Pack is designed to provide essential configuration, training, and support for ERPNext implementation with predefined features, services, and limited customizations.
Consulting Hours
Usage:
- Hours specific to the plan are to be utilized within 2 months from the start of the contract.
Focus:
- Minor adjustments and enhancements to ensure compatibility with ERPNext's standard features while addressing specific requirements.
Purchase
Inclusions:
- Supplier Quotations, Purchase Orders, Receipts.
- Supplier master setup with tax.
- Pre-Defined approval workflows and e-mail notifications.
Exclusions:
- Automated procurement planning.
- Vendor portal integrations.
- Heavy customizations such as extensive modifications to ERPNext's core functionalities or workflows.
Sales
Inclusions:
- Set up for Quotations, Sales Orders, and Invoices.
- Pre-Defined approval workflows and e-mail notifications.
- Customer master and pricing rule setup.
Exclusions:
- Sales forecasting or advanced pipeline reporting.
- Third-party integrations (e.g., Shopify, Unicommerce, etc.).
- Heavy customizations such as extensive modifications to ERPNext's core functionalities or workflows.
Inventory
Inclusions:
- Items, Warehouse, Stock Ledger, Stock Balance.
- Valuation methods: FIFO, Moving Average.
- Stock Entries: Transfer, Issue, Receipt.
- Barcode field and stock aging.
Exclusions:
- RFID or Warehouse automations.
- Serial/batch customization beyond standard.
- Heavy customizations such as extensive modifications to ERPNext's core functionalities or workflows.
Accounting
Inclusions:
- Standard Chart of Accounts.
- Sales/Purchase Invoice setup.
- Journal & Payment Entry, Bank Reconciliation.
- Trial Balance, Profit & Loss, Balance Sheet reports.
Exclusions:
- Multi-currency consolidation.
- Custom financial reports or integrations.
Training
- Dedicated Training will be delivered remotely via Google Meet.
- Pre-Recorded Training sessions and interactive guides shall be shared.